Step 1: Configure Company AI
Establish the foundation for how the AI understands your business to ensure every response matches your brand voice.
The Auto-Generate Setup
Navigate to the Company Module and select the AI Settings tab.
Click Auto Generate Settings.
Enter your website’s domain in the Website URL field.
Select the sections you want to generate: Business Overview, Services & Specialties, Target Audience, Brand Voice, and Additional Context.
The System Scan
Unify360 will automatically scrape and analyze your website to populate these fields. Once complete, review the information for accuracy and add any specific details your website may have missed.
Availability & Finalizing
Update your Business Hours within this section to ensure the AI communicates your availability accurately to customers. Click Save Settings to finalize your AI's brain. That is it!
Step 2: Set Up Messaging AI
Note: If your current plan does not include Unify Messaging, you may skip this step. Want to capture more leads automatically? Chat with us in the dashboard or email [email protected] to upgrade.
Define exactly how your AI assistant manages, routes, and closes customer conversations.
AI-Enabled Channels Select the platforms you want the AI to manage under AI Settings. Uncheck any channel to disable automatic responses for that specific platform:
SMS
Email
Facebook
Instagram
Contact Form
Chatbot Functionality Toggle Enable AI Chatbot to "On" to authorize automatic responses. In this section, you can fine-tune the user experience:
Response Delay: Set a minimum wait time before the bot replies to make the conversation feel more natural.
Conversation Limit: Set the maximum number of messages the bot can send in a single thread.
Pause When User Responds: Toggle this to stop the bot once a human team member joins the thread.
Resume Bot After Silence: Automatically re-enable the bot after a specific period of inactivity.
Conversation Prompts This is the "Brain" of your assistant. Ensure it represents your brand and captures the right data for every lead.
AI Personality Select the tone that best fits your business:
Professional and Reassuring: Best for building high trust.
Friendly Neighbor: Great for community-focused businesses.
Direct & Efficient: Perfect for quick-response emergency services.
Custom: Write your own unique prompt to match your brand voice.
Conversation Goals Tell the AI exactly what information to secure.
Note: The Provide Helpful Answers goal is always active to ensure accuracy.
Select the data points you need for a qualified lead:
Collect Customer Name & Phone Number
Collect Street Address & Email
Identify Service Needed
Ask Preferred Visit Time
Additional Instructions & Guardrails Add specific rules for the AI, such as: "Do not discuss pricing over text" or "Always mention our $50-off seasonal special."
Pricing & Service Fees Empower the AI to handle common billing inquiries. Toggle Configure Pricing Details to update:
Visit / Dispatch Fee: Input your standard charge and specify if the fee can be waived (e.g., "if the repair is completed").
Financing: Enable this to inform customers about available payment plans.
Transparency: Set the AI’s boundary (Share ranges, Defer to in-person quote, or Do not discuss).
Payment Methods: List accepted forms of payment (Credit, Check, etc.).
Emergency Services Configure how the AI handles high-priority requests. Toggle We Offer Emergency Services to define:
Availability & Hours: Your specific emergency window and response times.
Rates & Surcharges: Your emergency-specific pricing details.
Expected Response Time: Set clear expectations by informing customers that responses may take 30–60 minutes or up to within the day.
Human Handoff (Always Active) When a handoff triggers, the AI stops auto-responding and immediately notifies your team to take over. Manage these alerts in Notification Settings.
Q&A Knowledge Base Train your AI with your unique business data.
Click Add Q&A.
Input a frequently asked Question and its definitive Answer.
Click Add Q&A to save. You can edit or delete these at any time.
Test Your AI Chatbot Always test your configuration in the sandbox before going live:
Enter a Test Customer Name.
Type a First Message (e.g., "What is your emergency dispatch fee?").
Click Start Test Chat to verify your personality, goals, and Knowledge Base are working perfectly.
Important: Click Save Settings to finalize your configuration.
Step 3: Reconnect Social Media
Note: If your current plan does not include Social, you may skip this step. Want to automate your posts and stay consistent? Chat with us in the dashboard or email [email protected] to upgrade.
Re-link your accounts in the new Integrations page to resume scheduling and cross-platform analytics.
The Integrations module (gear icon) is the central hub for syncing your business data. Connecting your platforms allows Unify360 to import leads, manage reviews, and automate your social marketing.
How to Connect an Account
Navigate to Integrations on the left-side menu.
Select your desired platform, including new additions like Pinterest and Zapier.
Click Connect Account. You will be directed to the platform’s secure login page to authorize the link.
Managing Your Connections Use the Manage section to organize your accounts across your business locations:
Page Assignment If you have multiple business locations, use the dropdown to assign specific social pages or accounts to the correct internal location. Click Save Assignments to finalize.
Connection Status View all active links under Connected Accounts. From here, you can Sync, Reconnect, or Disconnect any platform at any time.
The Integrations Overview Stay organized by filtering your connections by Status (Connected, Available, or Needs Attention) or Category:
Listings & Reviews
Ads & Analytics
Social Media
Automation
Request a New Integration If you need a platform we do not currently list, click Request a New Integration in the top right corner. Enter the platform name, add any specific notes, and hit Send Request to notify our team.
Step 4: Update Global Notifications
Manage your Global Alerts to monitor every system update from one centralized command center.
Configuring User Alerts
Select the specific user from the User Dropdown.
Navigate the notification table to toggle your preferred delivery channels: SMS, Email, or Mobile Push.
Pro-Tip: Verify your setup. Ensure your alerts are landing exactly where you want them. Click the Send Test Notification button in the top corner:
Select Module: Choose the category (Messaging, Social, or Reviews).
Select Event Type: Pick a specific alert (e.g., "New Message").
Channels: Toggle your preferred test method.
Email Override (Optional): Enter a specific email if you want to test a different inbox.
Click Send Test.
Messaging & Inbox Alerts Stay on top of every customer interaction as it happens:
New Conversation: Alerts for every new lead created across all channels.
New Message: Notifications for new replies in threads you are assigned to or following.
Assigned to Conversation: Instant alert when a teammate tags you or assigns a lead to you.
AI Chatbot Handoff: High-priority alert when the AI identifies a booking-ready lead or requires human assistance.
Awaiting Reply Reminder: A "safety net" alert if a customer hasn't received a response within your configured timeframe.
Message Send Failure: Immediate notification if a message fails to deliver. Note: If this occurs during an AI chat, the bot will auto-pause until you intervene.
Internal Note: Notification when a team member leaves a private note on a lead's profile.
Social Media Activity Monitor your automated marketing:
Post Failed to Publish: Immediate alert if a scheduled post fails to hit your social platforms (Facebook, Instagram, Google, etc.).
Review & Feedback Management Protect your reputation with real-time feedback alerts:
Positive Review (4-5 Stars): Celebrate and track your wins across all connected platforms.
Negative Review (1-3 Stars): Critical alerts for low ratings, allowing for immediate service recovery.
Feedback Form: Notification when a customer submits private feedback through the negative review mitigation form.
Tagged in Review: Alert when a specific team member is mentioned or tagged in a public review.
Automated Reporting Stay informed without checking the dashboard:
Daily Review Report: A summary of all reviews and AI auto-responses from the last 24 hours. (Sent daily at 8 PM EST).
Weekly Review Report: A comprehensive 7-day summary of your reputation performance. (Sent every Friday at 8 PM EST).
It is important to learn about the new User page before you start managing notifications.