Help center

Support center

Support helps business owners set up their workspace, install the website widget, connect channels, manage leads, handle appointments, understand usage, and contact the right inbox for help. Browse the topics below or search for a specific setup or troubleshooting question.

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Start here

If you are new to AgentReception AI, these four quick-start paths cover the most common first steps for small businesses.

New business setup

Add the business details AgentReception AI needs before it answers customers.

Where to go

Next action

Add business hours, services, FAQs, booking rules, tone, and escalation rules.

Install website widget

Capture website visitors who ask questions or leave contact details while you are busy.

Where to go

Next action

Copy the install script, follow your website platform guide, then test your widget preview.

Connect channels

Bring website chat, SMS, phone calls, WhatsApp, email notifications, and calendar sync into one workspace.

Where to go

Next action

Review each channel status and finish the setup steps that still show as pending or needs attention.

Manage leads and appointments

Review conversations, move leads forward, and confirm or reschedule appointment requests.

Where to go

Next action

Open the inbox first, then review lead status and any pending appointment requests.

Main support categories

Start with the area that matches your question. These categories reflect the main workflows inside AgentReception AI for salons, barbers, med spas, dental offices, cleaning companies, auto repair shops, home services, fitness studios, and other appointment-based businesses.

Getting started

Set up your workspace so AgentReception AI knows your business hours, services, FAQs, booking rules, and how the AI should sound.

Related route

Common tasks

  • Create your account and sign in
  • Set up your business profile
  • Add services, hours, FAQs, and booking rules
  • Choose AI tone and escalation rules

Website widget

Install and test the website chat widget so visitors can ask questions, leave contact details, and become leads in your inbox.

Related route

Common tasks

  • Install the website chat widget
  • Preview the widget before going live
  • Copy the install script
  • Add SMS consent copy when phone follow-up is enabled
  • Test a lead capture and confirm it appears in the inbox

Inbox and leads

Keep website chat, SMS, calls, WhatsApp, and follow-ups organized so no customer inquiry gets lost.

Related route

Common tasks

  • Review new conversations
  • Use AI suggested replies
  • Mark leads as contacted, booked, or lost
  • Add notes and tags
  • Create follow-ups

Appointments and calendar

Turn customer interest into appointment requests, confirm or reschedule them, and keep calendar workflow visible.

Related route

Common tasks

  • Create or review appointment requests
  • Confirm, reschedule, or cancel appointments
  • Connect Google Calendar
  • Understand reminder and notification behavior

Channels

Connect and monitor the channels your customers use to reach your business, including chat, SMS, calls, WhatsApp, email, and calendar.

Related route

Common tasks

  • Website Chat
  • SMS
  • Phone Calls
  • WhatsApp
  • Email Notifications
  • Google Calendar
  • Review channel connection statuses

AI training and voice

Teach the AI how your business should sound, what it can answer, what it should avoid, and how voice calls should be handled.

Related route

Common tasks

  • Add business information
  • Add FAQs and policies
  • Set what AI should not say
  • Choose voice style
  • Understand AI limitations

Billing and usage

Track conversations, AI actions, messaging volume, and plan limits so usage stays predictable for your business. Live checkout and subscription billing may be unavailable until separately enabled.

Related route

Common tasks

  • View current usage
  • Understand conversations, AI actions, SMS segments, voice minutes, WhatsApp messages, email notifications, calendar sync events, staff seats, and connected numbers
  • Review usage warnings
  • Review overage controls and upgrade prompts

Account, privacy, and security

Manage account settings and route privacy, security, legal, and messaging questions to the right inbox.

Related route

Common tasks

  • Update account settings
  • Ask data or privacy questions
  • Report security concerns
  • Send legal notices
  • Review messaging rules

Featured help articles

These answers cover the most common setup and product questions for AgentReception AI, with practical next steps and troubleshooting guidance.

How do I install the website widget?Show answer

What it means

The website widget lets visitors start a chat, leave contact details, and become a lead without waiting for a phone call back.

Where to go

Go to /dashboard/widget to copy the install script, preview the widget, and follow the platform guide for your website builder.

Steps to try

  • Open /dashboard/widget and copy the widget script.
  • Paste the script into your website builder or custom site using the guide for Wix, Shopify, WordPress, Squarespace, Webflow, or a custom website.
  • Publish or save your website changes.
  • Test the widget using /widget/demo or your published widget preview.
  • Submit a test inquiry and confirm a new conversation appears in /dashboard/inbox.
  • If phone or SMS follow-up is enabled, confirm the widget shows consent copy and a required checkbox.

If it does not work

  • Confirm the script was pasted into the live site, not just a draft or staging copy.
  • Clear cache or open the site in a private browser window.
  • Check that the widget code was not shortened or split across multiple snippets.
  • Verify the correct business workspace is connected to the widget settings.

When to contact support

Contact support@agentreceptionai.com with your website platform, the page where the widget should appear, and what you see after publishing.

How does SMS consent work?Show answer

What it means

Businesses should collect consent before sending SMS follow-up related to appointments or customer support.

Where to go

Review the widget preview at /dashboard/widget and your published widget copy before collecting phone numbers for SMS follow-up.

Steps to try

  • Show consent copy before SMS follow-up is collected.
  • Require a checkbox when phone or SMS follow-up is collected.
  • Include Privacy and Terms links near the consent copy.
  • Explain that message frequency varies and that message and data rates may apply.
  • Make sure customers can use STOP or HELP language where applicable.
  • Only message customers when your business has permission to do so.

If it does not work

  • Confirm the widget form still shows consent language on the live site.
  • Review /messaging-policy for messaging rules and business responsibilities.
  • Update your business policies if consent copy does not match how you actually contact customers.

When to contact support

Contact support@agentreceptionai.com for widget consent copy questions. Contact privacy@agentreceptionai.com for privacy-specific data questions.

How do SMS, phone calls, and WhatsApp connect?Show answer

What it means

Each channel may require number verification, provider approval, or additional business configuration before it becomes active.

Where to go

Open /dashboard/channels to review Website Chat, SMS, Phone Calls, WhatsApp, Email Notifications, and Google Calendar status.

Steps to try

  • Open /dashboard/channels and find the channel you want to connect.
  • Review the status shown in the product: Not connected, Setup started, Pending verification, Pending approval, Connected, Needs attention, or Error.
  • Complete any verification, approval, or configuration steps still shown in the dashboard.
  • Test the channel after the status changes to Connected.

If it does not work

  • Check whether the channel is still pending verification or provider approval.
  • Confirm the business number, sender, or account details match what the provider expects.
  • Review plan or feature availability if a channel shows as unavailable.
  • AgentReception AI does not guarantee instant connection for every channel.

When to contact support

Contact support@agentreceptionai.com with the channel name, current status, and any visible error message from /dashboard/channels.

What happens when I reach a usage limit?Show answer

What it means

Usage limits help protect cost and keep the service predictable for small businesses.

Where to go

Check /dashboard/usage for current volume and /dashboard/billing for plan details, overage settings, and upgrade options.

Steps to try

  • Review usage for conversations, AI actions, SMS segments, voice minutes, WhatsApp messages, email notifications, calendar sync events, staff seats, and connected numbers.
  • Check whether a warning appeared because you are close to a plan limit.
  • If checkout or billing portal access is disabled, no live subscription changes or charges can be completed until billing is enabled for your account.
  • Decide whether to upgrade, enable overage if available, or wait for the next reset depending on your plan and settings.
  • Remember that AgentReception AI does not promise unlimited usage on every plan.

If it does not work

  • Confirm which meter triggered the warning in /dashboard/usage.
  • Review billing settings to see whether overage is enabled or blocked.
  • Check whether multiple channels or staff seats are increasing usage faster than expected.

When to contact support

Contact support@agentreceptionai.com with your workspace name, the usage warning you saw, and the page where it appeared.

How do appointment requests work?Show answer

What it means

A customer can ask for an appointment, and AgentReception AI can capture service, timing, and contact details for the owner to review.

Where to go

Use /dashboard/appointments to review requests and /dashboard/calendar to see confirmed scheduling workflow.

Steps to try

  • Let the customer ask for an appointment through chat, SMS, call, WhatsApp, or another connected channel.
  • Review the captured service, preferred time, and customer details in the workspace.
  • Confirm, reschedule, or cancel the request as the business owner.
  • Track statuses such as requested, pending, confirmed, completed, cancelled, or no-show depending on your workflow.

If it does not work

  • Confirm booking rules and services are set up in business profile or AI training.
  • Check whether the conversation created an appointment request or only a lead that still needs follow-up.
  • Review the request manually before telling the customer it is confirmed.

When to contact support

Contact support@agentreceptionai.com if appointment requests are not appearing or statuses are unclear in /dashboard/appointments.

How does Google Calendar sync work?Show answer

What it means

AgentReception AI should keep appointment records in the workspace, while Google Calendar acts as a connected sync destination when enabled.

Where to go

Check /dashboard/calendar for scheduling views and /dashboard/channels for Google Calendar connection status.

Steps to try

  • Connect Google Calendar from /dashboard/channels if it is not connected yet.
  • Confirm appointments in the workspace after a customer request is approved.
  • Review whether confirmed appointments appear in the calendar view.
  • Reconnect Google Calendar if the channel was disconnected.

If it does not work

  • Check whether Google Calendar shows Connected, Needs attention, or Error.
  • Confirm the appointment was confirmed in the workspace before expecting a synced event.
  • Disconnect and reconnect only if the channel status suggests a connection problem.

When to contact support

Contact support@agentreceptionai.com with the appointment example, current calendar channel status, and what you expected to sync.

What can AI answer?Show answer

What it means

AI uses your business profile, hours, services, FAQs, policies, booking rules, tone, and conversation context to help with reception workflow.

Where to go

Update training content at /dashboard/ai-training and review replies in /dashboard/inbox before sending sensitive messages.

Steps to try

  • Add accurate business hours, services, FAQs, and booking rules.
  • Use AI to draft replies, summarize conversations, classify leads, or suggest next steps.
  • Review sensitive, high-value, unclear, or regulated replies before sending.
  • Adjust tone, escalation rules, and guardrails when answers are too generic or off-brand.

If it does not work

  • Check whether the missing answer is covered in FAQs, services, or policies.
  • Update AI training instead of expecting the AI to guess unavailable business details.
  • Escalate unclear conversations to a human owner when needed.

When to contact support

Contact support@agentreceptionai.com if AI replies consistently ignore training content you already added.

How does the AI voice agent work?Show answer

What it means

When configured, the AI voice agent can answer calls, collect customer intent, and create a lead, summary, or appointment request for review.

Where to go

Review voice settings at /dashboard/voice and follow up on resulting conversations in /dashboard/inbox.

Steps to try

  • Configure the voice agent with your business information and call flow expectations.
  • Test whether the agent collects service interest, preferred timing, and contact details.
  • Review the call summary, lead, or appointment request created after the call.
  • Provide any required call recording or transcription notice based on your business obligations.

If it does not work

  • Check whether phone call routing is connected in /dashboard/channels.
  • Confirm the voice channel status is Connected or Needs attention rather than pending setup.
  • Review whether the call reached the configured number and voice agent path.

When to contact support

Contact support@agentreceptionai.com with the phone number tested, call time, and what the caller heard or did not hear.

How do I handle privacy or data requests?Show answer

What it means

Business account owners control much of the customer and lead data inside their workspace, while end customers may need to contact the business directly for service-specific requests.

Where to go

Review workspace records in the dashboard and read /privacy for platform privacy information.

Steps to try

  • Identify whether the request is about your business customer data or a platform privacy question.
  • Handle end-customer requests through the business that controls the workspace when appropriate.
  • Email privacy@agentreceptionai.com for privacy policy, access, deletion, or export questions.
  • Do not send unnecessary sensitive customer data through support email.

If it does not work

  • Confirm you are using the correct inbox for the type of request.
  • Include only the minimum information needed to identify the request safely.

When to contact support

Use privacy@agentreceptionai.com for privacy requests and support@agentreceptionai.com only for general product questions about where data appears in the dashboard.

How do I report a security issue?Show answer

What it means

Security reports help us review suspected vulnerabilities, suspicious behavior, or account-security concerns.

Where to go

Email security@agentreceptionai.com and review /security for general security expectations and limitations.

Steps to try

  • Email security@agentreceptionai.com with the affected feature or page.
  • Include steps to reproduce the issue if safe to share.
  • Attach screenshots or logs only if they do not contain secrets or unrelated customer data.
  • Never include passwords, API keys, secret keys, or payment card numbers.

If it does not work

  • Send a follow-up with any new safe evidence rather than resending sensitive credentials.
  • Use the correct inbox instead of support@ if the issue is security-related.

When to contact support

Use security@agentreceptionai.com for security issues. AgentReception AI does not currently offer a public bug bounty program unless separately announced.

Troubleshooting by symptom

Use these common symptoms to find a likely cause, the first place to check in the dashboard, and when to email support.

The widget is not showing on my websiteShow steps

Likely cause

The install script may not be on the live site, or the site is showing a cached or draft version.

First thing to check

Confirm the script from /dashboard/widget is published on the live website.

When to contact support

Contact support if the script is live on the published site and the widget still does not appear.

New messages are not appearing in the inboxShow steps

Likely cause

The test message may not have been submitted, or the widget or channel is not connected to the correct workspace.

First thing to check

Submit a fresh test from the widget preview or connected channel, then refresh /dashboard/inbox.

When to contact support

Contact support with the test time, channel used, and whether any lead or conversation was created.

SMS is not sending or receivingShow steps

Likely cause

SMS may still be pending verification, pending approval, or missing required number setup.

First thing to check

Review the SMS status in /dashboard/channels before testing again.

When to contact support

Contact support with the current SMS status and any visible error message.

Phone calls are not reaching the voice agentShow steps

Likely cause

Call routing or voice configuration may not be finished, or the phone channel is not connected.

First thing to check

Review Phone Calls and Voice settings in /dashboard/channels and /dashboard/voice.

When to contact support

Contact support with the number dialed, time of test, and current channel status.

WhatsApp is pending or not connectedShow steps

Likely cause

WhatsApp often requires provider approval, sender setup, or plan availability before it goes live.

First thing to check

Review the WhatsApp status and setup requirements in /dashboard/channels.

When to contact support

Contact support if the status stays pending after you complete the visible setup steps.

Google Calendar is not syncingShow steps

Likely cause

The calendar connection may be disconnected, or the appointment may not have been confirmed in the workspace yet.

First thing to check

Check Google Calendar status in /dashboard/channels and the appointment in /dashboard/calendar.

When to contact support

Contact support with the appointment example and current calendar channel status.

Usage warning appearsShow steps

Likely cause

One or more usage meters may be close to the plan limit or overage threshold.

First thing to check

Open /dashboard/usage and identify which meter triggered the warning.

When to contact support

Contact support if the warning is unexpected or you need help understanding which feature caused it.

AI reply does not answer correctlyShow steps

Likely cause

Business training content may be incomplete, outdated, or missing the policy the customer asked about.

First thing to check

Review services, FAQs, policies, and tone settings in /dashboard/ai-training.

When to contact support

Contact support if training content is correct but the AI still ignores it repeatedly.

Common setup statuses

These are customer-friendly channel statuses shown in the product. They are meant to explain setup progress, not internal system logs.

Not connected

The channel has not been set up yet.

Setup started

Setup is in progress but not finished.

Pending verification

Waiting for code, ownership, or provider verification.

Pending approval

Provider approval may still be required before the channel goes live.

Connected

The channel appears ready based on current setup information.

Needs attention

The owner needs to take an action to continue setup or restore service.

Error

Setup failed or a provider returned an issue that needs review.

Support request checklist

Including the details below helps us understand your setup faster. Account-specific requests may require verification before we can assist.

  • Business name
  • Account email
  • Workspace name
  • Affected feature
  • Route or page involved
  • Screenshot if safe to share
  • Exact error message if visible
  • What you expected to happen
  • What actually happened
  • Time and date the issue happened
  • Browser and device if relevant
  • Channel involved, if applicable
  • Never send passwords, API keys, secret keys, or card numbers

Contact routing

Choose the email address that best matches your request. AgentReception AI is not an emergency service and does not guarantee an immediate response time.

Product and support

support@agentreceptionai.com

Use for product questions, setup help, account issues, widget installation, channel setup, inbox workflow, appointments, AI training, usage, and billing questions.

Security

security@agentreceptionai.com

Use for vulnerabilities, suspicious behavior, account-security concerns, and security-related reports.

Privacy

privacy@agentreceptionai.com

Use for privacy questions, data access requests, deletion or export requests, and Privacy Policy questions.

Legal

legal@agentreceptionai.com

Use for legal notices, Terms questions, and formal business or legal inquiries.

Support boundaries

  • Emergency support or urgent medical, safety, or life-threatening situations
  • Legal, medical, or financial advice
  • Guaranteed response time
  • Live subscription checkout, automatic charges, or billing portal access when those features are disabled for your account
  • Guaranteed provider approval for SMS, WhatsApp, phone numbers, or other channels
  • Guaranteed message or call deliverability
  • Receiving passwords, API keys, secret keys, or payment card numbers by email
  • Some end-customer requests that must go through the business controlling the workspace
  • Completing channel setup when required provider or business information is missing

Still not sure where to start?

Email support with your business type, the channel you are trying to connect, and what you want AgentReception AI to handle first.

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