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 calendar you want appointments booked into (Google or Outlook).

Steps

Create your bot. From the Dashboard, open the Bot section and click Create Bot (or Add Bot). Give it a name and pick your business type — roofing, HVAC, plumbing, electrical, and so on.
Add the basics to your Knowledge Base. Enter your services, a short description of your business, and your service area. This is what HAB uses to answer customer questions accurately.
Set your greeting and hours. Write a friendly opening line (for example, "Thanks for calling Smith Plumbing, how can I help?") and set your business hours so HAB knows when to book.
Connect your calendar. Go to Calendar, choose Google or Outlook, authorize access, and select the calendar HAB should book into.
Test it. Use the Test option in the Bot section to run a sample call or chat. Confirm HAB answers correctly and books a slot.
Go live. Once you're happy, turn the bot On. HAB will start answering your connected phone number and website chat.

Note: Button names may differ slightly depending on your plan and dashboard version. If you don't see an option described here, check the matching section in your left sidebar, or contact support.

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.