Onboarding
🎯 What to Expect on Your Onboarding Call
Your onboarding call is where we configure your entire direct booking AI system — tailored to your property’s branding, packages, and operational setup. During this session, our team will walk you through the process and collect key details to ensure Bima, your AI assistant, performs smoothly from day one.
🧩 Here’s what we’ll cover:
📦 1. Promotional Strategy
We’ll ask you to confirm:
Which packages or promos you want the AI to promote
Inclusions, pricing access, and minimum length of stay
Whether a promo code is required, and how it's managed in your system
🏨 2. Property Profile Setup
We’ll align Bima with your unique property type by asking:
Is the property adults-only, family-friendly, or mixed?
Any restrictions (e.g. maximum occupancy, minimum age)?
What tone do you want the AI to use? (formal, friendly, playful)
🗣️ 3. Brand Voice & Tone
You’ll select your preferred AI style:
First-person ("Hi, I’m Bima from…") or third-person
Tone options: professional, warm, or casual
How your property name should be displayed in responses
💬 4. WhatsApp Setup (Required)
Since follow-up messages (FUPs) are sent via WhatsApp, we’ll confirm:
Your WhatsApp Business number
Whether you already have a Meta Business Manager account
If not, we’ll guide you through creating one and connect it to your system
📢 5. Facebook Ads Setup (For Ads Plan Only)
If you’re on the Ads + AI plan, we’ll additionally help you:
Choose an ad budget and target location
Set up or connect your Facebook Page and Business Manager
Define which packages or offers will be promoted via WhatsApp Ads
🔗 6. Channel Manager or Booking Engine Integration
If supported, we’ll review:
Cross-checking confirmed bookings to prevent unnecessary follow-ups
How to configure or sync promo codes (manual or API-based)
Availability reading (for future upgrades)
🧠 7. Live AI Flow Review (Optional Preview)
We’ll briefly show you how the AI handles guest inquiries:
How it collects booking data
When it sends booking links
How follow-up logic works if a guest doesn’t book
📲 After the Call
Within 24–48 hours, our team will:
Finalize your custom AI configuration
Deploy your website’s live chat widget
Activate WhatsApp automations and internal alerts
Share test prompts so you can try the flow end-to-end
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