Unlimited. The Suite includes unlimited seats, so you can invite as many team members as you need. Assign them roles (Admin, Manager, Team Member) to control what they can access.

No. You log in via your Site Admin account (SSO). The same credentials you use every day automatically grant you access to the Suite — no additional password required.

Yes. The platform supports test mode for API-based actions. For example, when setting up appointment booking, you can enable "no-op" mode so the receptionist goes through the booking flow without actually creating appointments. This lets you test end-to-end without cluttering your calendar. Once you're confident, turn off no-op mode to go live.

The receptionist confirmed supports French and Spanish. Chinese worked in testing, though client names may display as "??" in some views. If your business operates in other languages, test with your specific language during onboarding to ensure it meets your needs.

Not at this time. The receptionist can only book new appointments. Cancellation and rescheduling are not yet available. If a customer requests a cancellation, they'll need to contact you directly or use your booking system.

It depends on your autonomy level. You can choose:

Most setups use Level 3 (Autonomous) for faster responses and 24/7 coverage. You can change your autonomy level anytime.

You may have edited it yourself and not remembered, or an admin on your account changed it. If you want to change it back:

The change may take a browser refresh (or a few minutes) to appear to end users.

The CRM AI product includes conversation intelligence that records, transcribes, and summarizes virtual meetings (Google Meet and Microsoft Teams at launch). Phone call transcription is not yet available. Voice interactions with the receptionist are logged as summaries in your CRM conversations.

Contacts are created automatically when:

The CRM doesn't pull in external contact lists automatically; you'll need to upload or manually add existing contacts if you want them in the system.

Yes. You can import a CSV or Excel file of contacts:

The system will create a contact record for each row.

To delete a single contact:

To delete multiple contacts, use the checkboxes in your contact list and click Delete Selected (this may require admin permissions).

Yes. Custom fields let you capture information specific to your business. To add a custom field:

The new field will appear on all contact records.

A few things to check:

If you're still stuck, reach out to support with your campaign name and list details.

Outbound messages (emails and SMS) can take a few minutes to arrive. Don't assume failure if a message doesn't show up in your inbox immediately. Wait at least 5 minutes, then check.

The New Message button lets you send an outbound email to a contact. Important: It creates a brand-new email thread — it does NOT append to an existing conversation thread. If you want to reply in an existing thread, open the conversation in Conversations and reply there.

Yes. Each organization can send up to 10,000 emails per month. You can see your usage in the campaign dashboard. SMS volume depends on your subscription plan.

Not yet. You can schedule a campaign to send at a single time for all recipients, or set it to trigger automatically when a condition is met (e.g., when someone fills out a form). Recipient-specific send times are on our roadmap.

Forms are embedded using a code snippet. A few things to check:

If your form still doesn't show, reach out to support with your form name and website URL.

Yes. Use Automations. When someone submits your form, you can automatically:

To set this up, go to Automations > Create Automation and choose Form Submission as your trigger.

Yes. Both the receptionist widget and form embed codes can live on the same page. Just paste both code snippets into your site's HTML. They won't interfere with each other.

SMS isn't enabled until you:

Once approved, SMS channels will be fully enabled and your receptionist can send and receive texts.

No. Enable only the channels you need. If you only want web chat, leave email and SMS disabled. You can enable/disable channels anytime under AI > Workforce.

The team member will be notified and can follow up from the Conversations inbox.

You'll see open rate, click rate, conversions, and other metrics. Drill into each metric for more detail.

Yes. Go to Executive Report to see high-level metrics:

You can usually download or export these reports (feature availability may vary by plan).

Yes, if your campaigns are connected to appointment bookings in the system. In Campaigns > Analytics, look for attribution or source data. If your setup doesn't track this yet, reach out to support to enable campaign-to-appointment tracking.

Go to Administration > Subscription or Billing. From there you can:

Changes usually take effect immediately or on your next billing cycle (depending on the change).

The Suite includes:

Some features (like conversation intelligence or specific capabilities) may require additional setup or a higher-tier subscription. Check My Products in the Suite to see what's enabled for your account.

The Suite uses Single Sign-On (SSO), so you don't have a separate Marketing Suite password. You log in with your Site Admin credentials.

If you forgot your Site Admin password:

They'll lose access to the Suite immediately.

Admins can change user roles:

The new permissions take effect immediately.

Your data is hosted on secure, enterprise-grade servers and backed up regularly. However, for specific details on encryption, retention, compliance standards (HIPAA, SOC 2, etc.), and disaster recovery, reach out to support. They'll provide detailed security documentation for your peace of mind.