The Process

From sign-up to live in days

We handle everything — the technical setup, the AI configuration, the trial period, and the ongoing management. You just need to know your own business.

1

Connect your channels

We handle all the technical channel setup — so you don't need to navigate API documentation or Meta verification flows yourself.

  • ✓ WhatsApp Business API — we handle Meta verification, phone number registration, and template approval.
  • ✓ WeCom (企业微信) — enterprise account integration with customer-facing WeChat interface.
  • ✓ Telegram — bot creation and webhook configuration.

Timeline: same day to 2 days, depending on Meta verification status.

What you need to provide

  • → A phone number for WhatsApp (can be new)
  • → Your Meta Business account (we can help create one)
  • → WeCom admin access if using WeCom
  • → Nothing else — we do the rest

What we configure

  • ✓ Product catalog and pricing rules
  • ✓ FAQ responses in your brand voice
  • ✓ Shipping and order status workflows
  • ✓ Escalation rules (when to hand off to a human)
  • ✓ Language handling (Chinese, English, or both)
  • ✓ Out-of-hours messaging rules
2

Configure your AI

The AI needs to know your business before it can serve your customers. We do the knowledge work — you don't need to write prompts or learn any tools.

Send us your product catalog (PDF, spreadsheet, or link), and your existing FAQ document if you have one. We extract, structure, and configure everything.

Timeline: 2–5 business days depending on catalog size.

3

Trial run and tune

Before we hand anything over, we run it ourselves — reviewing every response the AI produces and catching issues before your customers see them.

During the trial period we use real test conversations to verify:

  • ✓ Product and pricing answers are accurate
  • ✓ Edge cases and unusual questions are handled gracefully
  • ✓ Escalation to a human works correctly
  • ✓ Language switching works as expected

Timeline: 3–7 days supervised trial before full go-live.

Your role during trial

You can review a sample of conversations each day and flag anything that looks wrong. We make adjustments based on your feedback.

You don't need to review everything — we handle the monitoring. But your product knowledge is the ground truth, so your input catches things we'd miss.

Ongoing — included in monthly fee

  • ✓ 24/7 AI uptime monitoring
  • ✓ Knowledge base updates (send us changes)
  • ✓ Monthly performance review report
  • ✓ Escalation handling and routing adjustments
  • ✓ Seasonal or promotional message templates
4

Go live — we stay on

Once you're live, the AI handles repetitive inquiries 24/7. Your team focuses on the conversations that actually need a human.

We don't disappear after setup. Monthly management is included: performance reviews, knowledge base updates, and adjustments as your business evolves.

Typical go-live schedule

Day 1 Onboarding call, channel credentials shared, setup begins
Day 1–2 Channel connections live (WhatsApp, WeCom, Telegram)
Day 3–7 AI configured with your product catalog and FAQs
Day 7–14 Supervised trial run, feedback and tuning
Day 14 Full go-live — AI running 24/7

Timeline may vary depending on Meta WhatsApp Business API verification, which is outside our control.

Ready to get started?

Book a 30-minute call to walk through your channels, your most common customer questions, and what the setup would look like for your business.

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