How AI fits your template to your website

On this page

If you gave your website when you signed up, we read it once and suggest a short list of changes that make your industry template sound like your business: a region you really sell, a service you really offer, the hours you really keep. You look at each one, keep the ones that are right and leave the rest. None of those changes is saved until you press Keep. (What your site tells your bot to say is separate: see Facts for your bot.)

What we read

Your home page and up to five other pages on your own site, the ones most likely to say what you do: about, services, prices, FAQ, contact, menu and team pages. That is six pages at most. Careers and vacancies pages, and legal and account pages, are not read.
Menus, cookie notices, newsletter sign-ups and copyright lines are left out, and a line that every page repeats (a footer address, an offer banner) is read once, on the first page.
We never follow a link to another site, and we never sign in, fill in a form or run a page's scripts. Only pages anyone can open are read.
If your site's robots.txt asks automated readers to stay out, we stay out. The read then stops and says so.
Addresses on a private network are refused. The website you type must be a public one: an address that points at a private, internal or local machine (such as http://localhost or a numbered address inside a company network) is never opened. A site on an unusual port is not read either, only the usual web ports. The message for all of these is the same, "That doesn't look like a public website address we can read", on purpose, so it cannot be used to find out what exists on our network.

What we keep, and what we never keep

We keep a short list of facts, each with the sentence it came from (a short sentence each, 90 at the most, 15 from any one page). You see the sentence next to every change.
Anything that depends on the day it was read is left out: "call tomorrow after 9am", "offer ends Friday", "this weekend only". Your bot would go on saying it long after it stopped being true. Write your hours and offers as facts of your own instead.
We never keep a copy of your pages. The text of a page is held in memory while it is being read, and then it is gone.
Words on your site are only data. A page that says "ignore your instructions" changes nothing: the reader can only report facts, and every fact has to be a sentence found on the page itself.
Each change that you keep is recorded in Setup history with its before and after values for 90 days, so you can undo it. After that the record of what changed stays, and the old values are deleted.
If a read fails, you keep the last good one. A read that fails, for any reason, leaves what the last good read found in place, with a note saying why (see below).

How many times, and what it costs

You can have your website read 3 times a day. That is enough to fix a typo in the address and try again. A read that is refused still counts, the day is the UTC day, and there is no setting to raise the limit. Reading your website does not use your AI reply allowance: that is kept for replying to leads.

The progress screen

After signup, while we read, you see Reading your website: how many pages are done and what has been found so far ("found 6 services, your hours, 2 prices"). It takes about a minute. You never have to wait. Carry on to Quick start is on the screen from the first second, and a fit that arrives later waits on your bot's to-do as Review what we read from your website (Your bot's to-do). After two minutes the screen says it is taking longer than usual and offers the same button.

Fitted to your website

When the read is done you see up to 12 changes. Each one shows:

Which part of setup it belongs to, such as Your business, Your rules (the number only) or Fine-tune.
What changes, in one line: "Add Ladakh to your regions".
The words it came from, in quotes, with the page ("Our Ladakh circuit runs every June." · Home page).
An Undo button. It only marks that change as not wanted on this screen; press Redo to bring it back. Nothing has been saved yet either way.

Then choose:

Keep N changes saves exactly the ones still marked, and no others. A toast says how many were kept, and they appear in Setup history.
Use the template as it is leaves your template untouched and dismisses the list.

Under the list: "Your site doesn't say who you turn away, so those choices are yours on the next screen." Quick start's Your rules step is unchanged and still needs your choices.

What a small or failed read looks like

Little found. If the site has only a little to go on, you still see the short list, with a note that the rest of the template stays as it is. If it has nothing to change at all, the first Quick start step says "We read your site but found too little to change anything, so your template is as it was."
The read failed. The first Quick start step says why in plain words (your site took too long, answered with an error, kept redirecting, is not a page we can read, or asks readers to stay out), says your template is as it was, and offers Try again. If you have used your three reads for the day it says to try again tomorrow, and if one finished a moment ago it asks you to give it a minute. Setup is never held up by any of this.
A read again that fails keeps the last one. What the last good read found stays until a new read works and replaces it. A read that fails, for any reason, leaves it in place with a note saying why; Try again when there is no read left today is refused before anything changes. Changing the website address is different: the old site's facts are cleared, because they describe another site.

Facts for your bot are added at once

Separately from the changes above, the facts your site states about the business become facts your bot may tell leads, as soon as the read finishes and whatever you press on the list:

Common questions, opening hours and places are ready for your bot to use at once.
Prices and policies arrive waiting for you. Your bot says it will check with the team until you confirm each one. A card on your bot's to-do, Check facts we read from your website, takes you to them (What your bot may tell leads).
Selling points your site states arrive switched on, with the sentence they came from. Customer testimonials arrive switched off: your tick is your consent to use someone's words (How your bot sells).
A figure is kept only if it is in the sentence it came from, and a fact you already have is not added again.

They are listed in Setup history as Fitted to your website, where one Undo removes the set, and you can edit or delete any of them on the knowledge page.

What the AI may suggest on the list

In plain words: how your business describes itself, the wording of your introduction, your assistant's voice (its name is yours), what you call your records and customers, your opening hours when your site states them, the descriptions of your categories, and adding an option or a category your site shows (or switching off an option you plainly do not offer). It may also suggest a new question to ask leads, why you ask a question and what the bot does when a lead is unsure, and the number on a rule (a budget floor your site mentions, say). It never creates a rule, and it never changes how your bot matches.

A number it suggests is not confirmed. Your bot will not say it to a lead until you confirm it on the rule's card, exactly as with a number from the template (Qualification rules).

What the AI never decides

These are yours, whatever your website says and whatever anyone asks:

Hard or Negotiable on any rule, and whether a rule is switched on.
How many hard rules turn a lead away, and whether the conversation then ends or keeps talking.
Any number your bot may say to a lead being treated as yours until you confirm it.
Offers, discounts and money limits.
What leads are allowed to see.
Your emergency message and whether you confirmed it, and your currency and time zone.
Prices and policies going live for the bot to quote, and bookings.
Any setting on the Settings page.

These are enforced by the server when changes are stored and again when you press Keep, not by the AI's instructions, so a persuasive web page cannot talk its way past them.

Undoing a kept set: Setup history.
Changing things in your own words afterwards: Asking AI to change your setup.
The whole of setup: From signup to a working bot.