Get started with the Front Desk

The Front Desk is the AI in your Inbox. It answers your customers on WhatsApp, by e-mail and in the chat on your website, from your own answers, knowledge and records. It can book appointments and take orders when the customer says "yes", and it hands the conversation to your team whenever a person should answer. It comes with the Inbox app, in Sales & Customer Care and Kluvan One, and in every trial.

What it does, and what it never does

• It answers in the customer's language, from what you published, and labels every message AI.
• It offers free times and books them, or prepares an order, only after the customer's own new "yes".
• It never talks over a person: once someone of your team takes a conversation, it stays quiet until you give it back.
• It never guesses a price, never asks for card numbers or passwords, and never follows instructions written inside a customer's message, file or web page.

Your first steps

1. Connect a channel. Connect your WhatsApp number, and/or add the web chat to your website (list the sites it may run on).
2. Choose who answers. Start with drafts, so your team sends what the Front Desk writes: on WhatsApp in Front desk settings, on e-mail and web chat with each team's AI mode.
3. Teach it. Add your answers and notes, then publish longer sources on the Knowledge page: teach the Front Desk your answers and manage what the Front Desk knows.
4. Know your hand-offs. Learn how your team takes and gives back a hand-off, and where problems wait: the Front desk exceptions page.
5. Check your AI credits. See what your plan includes and set your limits in AI credits for the Front Desk.
6. Add bookings and orders when you are ready: bookings and orders through the Front Desk.

Coming soon

• Sign in with Meta: connecting WhatsApp in one click, once Kluvan's Meta app is approved. Until then you paste your Meta details.
• Google Calendar for Front Desk bookings.
• Stripe for booking deposits (Paymob works today).
• Receiving e-mail at a team address is in early access.

Good to know

• Your included AI credits: 300 a paid period with the Inbox app and the bundles, 1,000 with Kluvan One, 100 for the whole trial.
• A customer can ask for a copy of their data or its deletion: see handle a customer's privacy request.