HAB HELP CENTER

Quick start: launch your bot in under 3 minutes

You can have HAB answering calls and chats in just a few minutes. Here's the quickest path to going live.

Before you start

Have these handy:

  • Your business name, services, and service area (ZIP codes or cities you cover).
  • Your business hours.
  • The Google Calendar you want appointments booked into.

Steps

  1. Create your bot. From the Dashboard, open the Bot section and click Start Building Your AI. Just enter your Website URL and optionally upload business documents. HAB scans your site and builds the knowledge base automatically.

Add Bot — enter your website URL and optionally upload business documents.

  1. Add the basics to your Knowledge Base. Open the Knowledge Base tab under Bot and enter your services, a short description of your business, and your service area. This is what HAB uses to answer customer questions accurately.

The Knowledge Base tab — training website, business summary, top services, and service areas.

  1. Set your greeting and hours. In the Chat Settings tab, write a friendly opening line (for example, "Thanks for calling Smith Plumbing, how can I help?"). Set your business hours in the Business Info tab so HAB knows when to book.

Chat Settings — set the default first message greeting customers see when they start a chat.

Business Info — set your open and close times under Business Hours.

  1. Connect your calendar. Go to Calendar, choose Google, authorize access, and select the calendar HAB should book into.

The Calendar page — connect Google Calendar and configure your booking schedule.

  1. Test it. Use the chat preview widget (floating chat bubble) on the bot page to test conversations live. To test voice, go to Bot Settings and use Test Audio with Current Settings to hear how your bot sounds.

The chat preview widget — test live conversations from the floating chat bubble on the bot page.

  1. Go live. Go to the Embed section under your bot and click Generate embed link to add the widget to your website. Once embedded, HAB starts answering calls and chats automatically — no toggle needed.

Embed — generate the embed link to add the chat widget to your website.

What's next

Connect your CRM under Integrations so every lead flows into the tools you already use, and review Training HAB to talk like you to fine-tune your bot's personality.

The Integrations page — connect tools like GoHighLevel and HubSpot, with more (Housecall Pro, ServiceTitan, Jobber, Service Fusion) coming soon.

Was this helpful?