Welcome to your Clients Resources Hub. Everything you need to use your AI appointment system is included below
Fill out this form so we can customize your automations, AI responses scheduling preference and lead landing rule
Section 1 — Business Information
Section 2 - Branding
Section 3- Lead Contact Preference
Section 4 - Booking and Availability
Section 5- messaging and following up
Section 6 - Payments
Section 7 - Additional note
Final Confirmation
PRICING & Packages
This Section Includes your selected plan and what is included.
Setup Fee (One-Time)
$149 – $249
CRM setup
Pipelines
Workflows
AI agent
Texting line
Qualification script
No contracts - cancel anytime
Monthly Subscription OPTION
Starter – $297/month
AI appointment setter
2000 messages/month
1 pipeline
Basic follow-ups
1 calendar
Local caller ID
Weekly reporting
No contracts - cancel anytime
GrOWTH PLAN
$497/month
Unlimited messaging
Multi-step AI qualification
Missed-call text back
3 pipelines
Website chatbot
Review automation
Lead nurturing
Priority support
No contracts - cancel anytime
How to Use Your AI Booking Assistant
1.What Your AI Bot Does
Your AI assistant automatically responds to new leads, gathers their job details, answers basic questions, and books appointments for you 24/7. It works instantly — no manual texting required.
2. How Leads Start the Conversation
A lead fills out your form OR texts your business number.
The AI immediately replies and begins qualifying the lead.
You get notified inside your CRM every time a new conversation starts.
3. How the Bot Qualifies a Lead
The bot will automatically ask
What service they need
Their location
Their timeline
Any details about the job
This keeps conversations structured and gathers everything you need to book work
4. Booking an Appointment
Once the lead is qualified, the AI sends your calendar link and guides them to pick a time. After booking, the system sends automatic confirmations and reminders
5. Your Role You only need to:
Check conversations inside your dashboard
Respond to complex questions (if needed)
Show up to the scheduled appointment Everything else is fully automated
6. Tips for Best Results
Always keep your calendar availability updated
Add as many details to your workflow as possible
Check your pipeline daily for new leads
Let the bot handle the initial conversation — don’t override it unless necessary
Support Information
For updates, help or question support @bayfrontintelligence
Booking
Your booking calender link will appear here once set up is completed