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ZeroChats

Step-by-step setup

When you set up a new business, follow this order. The first tasks are critical — without them the AI has no context. Items marked optional depend on your case.

  1. Business configuration — Fill in the business profile: description, industry and key data. This is the context the AI will use in every conversation.

  2. AI agent — Write the prompt: personality, goal, topics to avoid and objection handling. Also define the response language.

  3. Sales links — Add conversion links (bookings, payments, landing pages) with a clear name and sales instructions so the AI knows when to send them.

  4. Content — Upload images, audio and links the AI can share. Each piece of content needs a detailed description — the AI decides when to send it based on that text.

  5. Follow-ups — Configure one or more waiting hours (between 1 and 23h) to re-engage silent leads before Meta’s 22h window closes.

  6. State Transition Conditions — Write in natural language when a lead moves to Qualifying, Client, Booked, Unqualified or Postponed.

  7. Keywords (optional) — Configure them if you want to filter which messages the AI should reply to or route leads to a specific agent.

  8. Schedule a call (optional) — Connect Calendly or GoHighLevel and define the booking condition the AI should detect.

  9. Comments (optional) — Enable automatic replies to Instagram comments and configure keywords per post.

  10. Tags (optional) — Create tags with clear descriptions so the AI classifies conversations automatically.

  11. Time zone — Required before office hours: it’s used for statistics and to compute schedules correctly.

  12. Office hours — Define when the AI can send messages. If disabled, it replies 24/7.

  13. Closer notifications (optional) — Add the sales team’s emails and choose which state changes trigger the report.

  14. Delegation (optional) — If you use multiple AI agents, configure when one should hand off the conversation to another.

  15. Connect Instagram / WhatsApp — Last step: link the account via Meta’s official integration. Your credentials never pass through ZeroChats.