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STEP 1 OF 7 Business Basics
Step 1 - Business Basics

Tell us about
your business

This is the foundation. Your AI will introduce itself using this info and route conversations intelligently based on your setup.

Background context for your AI. It won't recite this word-for-word - your bot only mentions specific details (like being licensed) when a lead actually asks.

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Step 2 - Services & Coverage

What do you do
and where?

Your AI uses this to give accurate replies, filter out the wrong jobs, and focus only on leads you actually want.

Check everything that applies. Your AI will only respond to relevant requests.

Only about services outside your list. Leads that are a poor fit for other reasons (budget too low, outside your area) are handled by a separate question on the last step.
Auto-decline
Bot politely declines on Thumbtack so the lead knows. Fastest response.
Defer to me
Bot stays silent and marks the lead "needs human" on your dashboard so you can decide.
Service Area

Include your state so it's unambiguous - there's more than one "Springfield". Your AI uses this as your home base.

Sets your local time for scheduling and hours. We pre-filled your device's - change if needed.

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Step 3 - Pricing & Lead Filters

Help the AI qualify
leads for you

Setting minimum budgets and pricing info lets your AI filter out bad leads automatically and give prospects a realistic expectation.

Your AI will politely decline leads that don't meet your minimums, saving you time and protecting your quality reputation.
Minimum Requirements
Pricing Information
Share my pricesQuotes the rates from your price list below
Give a custom quote insteadNo numbers in chat - steers them to a quote or estimate
Don't talk priceAvoids pricing entirely, moves to next step

Add one row per service. Leave blank rows out. The bot will refuse to invent prices not in this list.

Cash
Check
Venmo
Zelle
Credit Card
PayPal
Apple Pay
Financing
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Step 4 - AI Voice & Personality

Make the AI
sound like you

This is what separates SwiftReplAI from generic autoresponders. The more you tell us, the more your AI sounds like you - not a robot.

AI-generated based on the lead
The bot writes a fresh, customer-specific opener using their name, job type, and your config. Recommended.
Fixed template I write
Bot sends the exact text below every time. Use these variables for the per-lead bits: {firstName}, {lastName}, {fullName}, {category}. Everything else (your business name, your name, etc.) just type directly.
Very Casual & FriendlyFormal & Professional
Friendly & Professional
Warm & welcoming
Straight to the point
Confident
Empathetic
Enthusiastic
Humble
Light humor
No-nonsense
Educational
Yes - adds personality 😊
Occasionally - 1-2 max
Never - keep it clean

Short phrases your bot will work in naturally to sound like you. Type one and press Enter. Skip if you have none.

Your bot will avoid these entirely - handy for words you find unprofessional or a competitor's name. Type one and press Enter.

Your selling points - the bot mentions these when they're relevant to a lead (it won't recite them all every time). Save your full sales script, pricing rules, and FAQs for the last step.

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Step 5 - Response Strategy

How should the AI
handle each lead?

This defines what your AI does after saying hello - how it qualifies leads, what it asks, and what action it pushes the customer toward.

Primary Goal for First Reply
Schedule a phone callAI asks for their number and offers times to call
Book a free estimate / site visitAI tries to get them to schedule an in-person estimate
Book the job directlyAI collects details and tries to confirm the booking
Gather info to send a quoteAI asks qualifying questions then passes details to you
Send them your booking form link 🔗AI shares a direct link to your booking form - they fill it out, you get a structured request
Lead Qualifying Questions
The AI will ask 1-2 of these per conversation - not all at once. Check the ones most important for you to know before quoting.
📅 Job date / timeline
📐 Job size / sq ft
📍 Origin & destination
🏢 Site access details
💰 Budget / price range
🎯 Special items / requirements
📸 Photos of job
📞 Best time to call
Your Availability
Within 30 min
Within 2 hours
Same day
Next business day

The AI sets expectations with customers based on this - e.g. "I'll personally get back to you within 2 hours."

Mon
Tue
Wed
Thu
Fri
Sat
Sun

These hours and days let your AI answer scheduling questions - it proposes times you actually work and tells customers your earliest start. The bot still replies to new leads around the clock by default; if you'd rather it only auto-reply during these hours, you can turn that on anytime from your dashboard.

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Step 6 - Automated Follow-Ups

Never let a lead
go cold

Configure your automated follow-up sequence. Thumbtack already notifies you when a new lead or message arrives, so we don't duplicate that here.

Automated Follow-Up Sequence
Leads that don't reply to the first message are automatically followed up on your behalf. You stay top of mind without lifting a finger.
Yes - follow up automatically
No - first reply only
After 2 hours
After 12 hours
After 24 hours
After 48 hours
After 72 hours
After 1 week
Gentle check-in"Just wanted to follow up…"
Add valueRe-mentions a reason to choose you
Soft urgency"We have limited availability…"
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Step 7 - Review & Launch

Almost live -
a few final details

Last step. These help us finalize your AI setup and ensure your bot handles edge cases gracefully.

Credentials & Licensing
General Liability
Workers Comp
Commercial Vehicle
Cargo Insurance
Social Proof

All optional. Your AI mentions these only when a lead is comparing pros or hesitating - a light trust nudge to help win the job, never spammed into every message.

Edge Cases & Custom Rules

Behavior rules - what the AI should always do or never do. (Word choice and signature phrases live back on the Voice step.)

If the AI's reply contains any of these phrases, it'll be held in your dashboard for you to approve before it sends. Examples: "emergency callout", "after-hours rate", "guaranteed by tomorrow". Leave blank if you don't need any.
Off by default - your bot replies instantly so you're first to respond. Turn this on to approve every reply from your dashboard before it goes out. You can change this anytime.
Different from the "Services" question back on Step 2. This one covers fit problems like budget below your minimum, outside your travel area, or a job that's just not right for you.
Politely decline and wish them luckProfessional, leaves a good impression
Decline and suggest they look elsewhereHelpful even when you can't help
Flag it for me to review manuallyYou make the final call on borderline cases
Reference knowledge & sales script

This text is added to the bot's prompt verbatim. Treat it like training material.

Supports .txt, .md, .csv, .json. PDF/DOCX not yet - copy-paste the contents into the box above instead.

Start free - 7 days
No card charged today. Cancel anytime before Day 8 and pay nothing.
Tier
Billing period
$97/mo
billed monthly · cancel anytime
What's included:
✓25 lead replies / month
✓Custom AI voice & tone
✓Smart lead filters
✓Automated follow-ups
✓Lead dashboard & analytics
✓Priority support
Free trial on every plan - 7 days standard, longer with a promo code. Cancel anytime during your trial and you're charged $0. After the trial, billed according to the plan you picked above.

Have a code? Enter it here to apply your offer at checkout. Not case-sensitive.

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🎉

Your AI bot is being configured!

We've saved your bot settings. Next you'll connect Thumbtack so SwiftReplAI can receive leads and reply inside the message thread.

1
Connect Thumbtack - approve SwiftReplAI on the official Thumbtack consent screen.
2
Register webhooks - we'll register your lead webhook automatically when Thumbtack returns your business ID.
3
Send a test lead - confirm the webhook creates a lead and drafts an AI reply.
4
Start winning jobs - every new lead from this point gets an instant, personalized reply.