SwiftReplAI — Set Up Your AI Bot

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.

Business Name *

Your Name *

Bot persona name (optional — what name signs the AI replies; leave blank to use your name)

Business Email *

Your Cell Phone * (for AI lead alerts)

Business Categories * (pick one or more — your bot will handle leads in any of these)

Years in Business

Thumbtack Profile URL (optional)

Skip this if you don't have it — you'll connect your Thumbtack account in the next step.

Business Website (optional)

One-sentence business description *

Your AI will use this to introduce your business to every lead.

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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.

What specific services do you offer? *

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

Add custom services (type and press Enter)

Services you do NOT offer (leads for these get politely declined)

When a lead doesn't match your services, what should the bot do? *

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

Primary City / Metro Area *

Max Travel Distance *

Cities / Zip Codes you serve (type and press Enter)

Areas you will NOT go to (leads from here get declined)

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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

Minimum Job Budget *

Minimum Notice Required

Pricing Information

Do you want your AI to share pricing info? *

Yes — share rangesSpeeds up qualification

Quote onlyDirect to estimate

No pricingNever discuss price

Price list (these are the ONLY prices your bot will quote — be specific)

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

Pricing notes (free text — anything the price list above can't capture)

Any current promotions or offers? (optional)

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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.

How should the first reply to a new lead be written? *

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.

Your fixed first-reply template

Plain text only. The 4 variables in curly braces auto-fill from each lead's data; the rest is typed once and used every time.

Communication Style (used by AI replies and AI follow-ups) *

Very Casual & FriendlyFormal & Professional

Friendly & Professional

Use emojis in replies? *

Yes — adds personality 😊

Occasionally — 1–2 max

Never — keep it clean

How do you usually greet customers? (your AI will mirror this)

Phrases you always use (type and press Enter)

Words or phrases to NEVER use (your AI will always avoid these)

Anything unique about your business that you want every lead to know?

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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

What's the #1 action you want the AI to drive every lead toward? *

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

When a customer says "yes, book me" — can the AI commit to a specific date/time in chat?

Default "No" is grounding-safe — bot says "let me confirm and get back to you". Switch to "Yes" only if your availability is flexible enough that you can pivot when a tentative slot doesn't actually work.

No, always defer to me (recommended)Bot says "let me confirm and get back to you shortly"

Yes, tentatively — I can pivot if neededBot soft-confirms with "I'll send a final confirmation shortly"

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.

What info does your AI need to gather? *

📅 Job date / timeline

📐 Job size / sq ft

📍 Origin & destination

📐 Job size / scope

🏢 Site access details

💰 Budget / price range

🎯 Special items / requirements

📸 Photos of job

📞 Best time to call

Custom qualifying questions (type and press Enter)

Your Availability

How quickly can you personally follow up after the AI makes contact? *

Within 30 min

Within 2 hours

Same day

Next business day

The AI will communicate your realistic follow-up time so customers know what to expect.

Your working hours start

Your working hours end

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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.

Enable automated follow-ups? *

Yes — follow up automatically

No — first reply only

Follow-up schedule (how many times and when)

Follow-up tone

Gentle check-in"Just wanted to follow up…"

Add valueInclude a tip or offer

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

Licenses & Certifications (your AI can mention these to build trust)

Insurance coverage (reassures customers and builds trust)

General Liability

Workers Comp

Commercial Vehicle

Cargo Insurance

Social Proof

Average star rating (from Thumbtack, Google, etc.)

Number of reviews

A real customer quote or testimonial (optional — your AI can reference this)

Edge Cases & Custom Rules

Anything else your AI should always say or do?

Anything your AI should never do or say?

Phrases that should ALWAYS be reviewed first (one per line) 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.

How should the AI handle a lead that seems like a bad fit? *

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

Anything else your AI should know

Additional context, sales script, pricing notes, anything (optional but powerful — your bot will treat this as authoritative)

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

Or upload a file (sales script, pricing list, FAQ doc)

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.

Pick your plan

Monthly · $197/month

Most flexible. Pay month-to-month.

Default

3 months · $187/month · save 5%

Billed $561 every 3 months. Save $30 vs monthly.

6 months · $177/month · save 10%

Billed $1,063 every 6 months. Save $119 vs monthly.

1 year · $167/month · save 15%

Billed $2,009 once a year. Save $355 vs monthly.

Best deal

What's included on every plan:

✓Unlimited AI lead replies

✓Custom AI voice & tone

✓Smart lead filters

✓Automated follow-ups

✓Lead dashboard & analytics

✓Priority support

7-day free trial on every plan. Cancel anytime in your first 7 days and you're charged $0. After day 7, billed according to the plan you picked above.

I agree to SwiftReplAI's Terms of Service and Privacy Policy. I understand my AI will respond to leads on my behalf using the information I've provided above.

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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.

Connect Thumbtack — approve SwiftReplAI on the official Thumbtack consent screen.

Register webhooks — we'll register your lead webhook automatically when Thumbtack returns your business ID.

Send a test lead — confirm the webhook creates a lead and drafts an AI reply.

Start winning jobs — every new lead from this point gets an instant, personalized reply.

Tell us aboutyour business

What do you doand where?

Help the AI qualifyleads for you

Make the AIsound like you

How should the AIhandle each lead?

Never let a leadgo cold

Almost live —a few final details