# 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.

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#### 🧩 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&#x20;*****(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

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#### 📲 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
