Continue setting up your workspaceContinue setup
Overview
Business console
Payment required
Your agents and channels are paused. Your data is preserved.
Create your ScaleBooth account
Create the owner account and first business in one step — no Platform Admin intervention required.
Conversations
—
all channels
Leads captured
—
conversational + forms
Appointments
—
requests registered
Qualified leads
—
current qualified pipeline
Businesses
Each business gets its own Conversion Agent and Business Brain. All businesses share this workspace's plan and AI allowance.
No businesses yet
Create a business below to get started. Your account and billing settings are still available.
| Load your workspace. |
Growth pipeline
Live funnel across every connected Conversion Agent channel.
No data loaded.
Go-live checklist
A self-service path from account creation to a live Conversion Agent.
Load your workspace.
Growth Insights
Understand your results and discover what customer conversations suggest you can improve.
Qualification rate
—
qualified ÷ captured leads
Lead → appointment
—
leads with completed booking
Booking completion
—
after availability was offered
Qualified, no booking
—
current funnel opportunity
What the data says
Plain-language observations with stored evidence behind every statement.
No insight data yet.
Channel attribution
Where conversations and qualified leads are coming from.
| Channel | Conversations | Leads | Qualified | Qualification |
|---|---|---|---|---|
| No channel data yet. | ||||
Product / service interest
Successful catalog results referenced during visitor conversations.
| Product | Interest signals |
|---|---|
| No product-interest signals yet. | |
Conversation signals
Only explicit, deterministic message observations are counted.
No structured conversation signals yet.
Funnel evidence
Operational facts used to calculate booking drop-off and conversion.
No funnel evidence yet.
What customers are telling you
Evidence from conversations and recorded activity, with practical changes to consider.
Choose a business to see its analysis.
Your completed analysis will appear here.
Your Conversion Agent
Configure once, then activate the same logical Conversion Agent across your customer channels.
| Load your workspace. |
Connected channel deployments
Every channel uses the same Conversion Agent, Business Brain and Business Context.
| None yet. |
Activate on a channel
Lead capture
Conversational chat-first capture is the default. The details form stays available as a fallback or as the primary method if you prefer.
Conversation inbox
See who contacted you, what they wanted, and the business outcome. Technical activity stays tucked away.
No conversations yet.
Select a conversation
Leads captured
Everyone who left their details through a conversation or the in-chat form.
| Name | Contact | Phone / Email | Address | Extra | Source | Status | Notifications | Captured |
|---|---|---|---|---|---|---|---|---|
| No leads yet. | ||||||||
Email notifications
Receive an email when a lead is complete, an approval is needed, or a customer requests human follow-up. Save the recipient separately for each channel.
Turning notifications off stops all three email alerts and clears the saved recipient for this channel. Emails already queued may still arrive. Check the Notifications column below for delivery attempts.
Live Products & Services
Operational offer facts used by the Conversion Agent and Growth Insights. Source badges show whether AGS, a website, or Shopify owns the live facts.
No products yet.
Import products or services from CSV
CSV files. Maximum 10 MB per file, up to 500 rows. Review and edit proposals before adding them.
Prices use decimal amounts with no thousands separators. Include currency and availability. Existing products are not overwritten. Unapproved proposals expire after the configured retention period.
Products & Services onboarding
Use one provider-neutral catalog for physical products, digital products, services, packages and memberships. Website discovery and Shopify can populate it; service businesses can add paid offers directly.
Manual product / service entry
Add a variant / option
Use variants for options such as size, color, package, or edition. Each variant can have its own live price and stock.
Shopify
Connect one Shopify store as the live authority for commerce fields such as price, stock, SKU and availability.
Connect once, approve ScaleBooth in Shopify, and return here. No API token is required.
Advanced store-owned app setup
For a store and app owned by the same Shopify organization. Create the app in the merchant’s Dev Dashboard, choose read_products and read_inventory, then install it on that store. Add read_orders and the required protected customer-data access to enable verified order lookups. Shopify normally exposes only the most recent 60 days of orders.
Uses the business and store selected above. AGS renews expiring access tokens automatically. For an app serving a different merchant organization, use the OAuth connection.
Advanced legacy token connection
Appointments
Provider-independent appointment state. Real Cal.com bookings remain visible and attributable inside ScaleBooth.
| Appointment | When | Provider | Status | Manage |
|---|---|---|---|---|
| No appointments yet. | ||||
Internal approvals
Decisions the Conversion Agent is not authorized to make, and customers asking for your team.
| Type | Request | Business | Channel | Status | Decision |
|---|---|---|---|---|---|
| No approval requests yet. | |||||
Knowledge sources
Open a source to review what AGS learned, correct business facts, and approve detected products or services. You never edit embeddings or hidden chunks.
| No sources. |
Add manual knowledge
Adding a response rule or a question your AI should ask?
Ingest a website page
Upload a document
PDF, DOCX, TXT or Markdown. Maximum 10 MB per file.
Review source
What AGS read
Correct a business fact
For website/PDF sources, the original stays intact and your confirmed correction takes priority.
Detected Products & Services
Nothing is published automatically. Review candidates, edit if needed, then add them to Products & Services.
No structured offers detected yet.
Setup checklist
Teach your AI
Set how your business works, test changes, then publish when you are ready. Drafts belong to this business; publication applies them to future customer replies.
Try it before publishing
Test your saved draft. Actions are simulated and no customer is contacted.
Technical diagnostics
Review AI answer gaps, misunderstandings and action failures. These describe AI handling, not conclusions about your business. Published improvements are checked again.
Suggested and saved improvements
Review content before it changes live answers.
Keep website knowledge current
Refresh website sources while preserving the last working information and your confirmed corrections.
Your plan
Upgrade options for this workspace. Checkout is handled by our payment provider; your plan and limits update automatically once payment clears.
Loading plans…
Connections
Connect the services your customers and business already use. ScaleBooth handles provider authorization and technical setup wherever the provider supports it.
Connected customer channels
See the customer-facing channels that are connected to this business, their health, and any action that needs attention.
| No channel connections yet. |
Website chat
Choose how the Conversion Agent should appear on your website. ScaleBooth generates ready-to-paste installation code for either a floating chat bubble or an inline chat section.
Installation code
Copy this code into your website or send it to your website manager.
Phone
Connect your business phone number to your ScaleBooth Conversion Agent.
Connect an active number from your own Vapi account.
Incoming calls are answered automatically. Requests for human help are saved for your team to follow up.
Email setup
Create a managed receiving address and forward your customer-facing inbox to it. No mailbox password is needed for the normal setup.
Send from your own domain optional
Authenticate your business domain so ScaleBooth can reply as an address such as support@yourbusiness.com. You add DNS records; you never give ScaleBooth your mailbox password.
Advanced legacy mailbox connection
Only use this compatibility path if your business specifically requires direct IMAP/SMTP access.
Not connected.
Advanced manual Meta setup Always available
Use your own Meta app with guided setup. You can complete this together with our onboarding team. Meta permissions, business verification and messaging rules still apply.
- Create or select your Meta app.
- Enable WhatsApp, Messenger or Instagram messaging.
- Select your business resource and obtain its access token.
- Connect it below, then copy the webhook settings into Meta.
- Send a real test message and activate.
Existing Meta credential profiles
For installations that already have a saved credential profile. The guided manual wizard above is available for new setups.
Booking
Connect Cal.com so the Conversion Agent can use your real appointment type and calendar availability.
Not connected
Connect Cal.com first, then link Google or Outlook.
Advanced API-key fallback
| No business integrations yet. |
Automation
Send ScaleBooth events to Zapier, Make, n8n, or your CRM. Keep each automation focused on one business event and one destination.
Add webhook
Existing webhooks
| Event | Endpoint URL | |
|---|---|---|
| No webhooks yet. | ||