Set Up Your Chatbot

Selected plan
Basic ($300/mo)
14-day free trial — no charge during the trial. Cancel anytime.
Step 1 of 6

Tell us about your business

This helps us set up your chatbot. Takes about 5 minutes.

You'll get an email every time someone fills out the chatbot.
Step 2 of 6

What services do you offer?

Add one service per row. Click "+ Add another service" for each one. Visitors will pick from these as buttons.

Step 3 of 6

What info do you need from leads?

The chatbot will ask for these before submitting the lead.

Any qualifying questions?

Optional extra questions before collecting contact info. For example: "What type of system do you have?" or "Is this a residential or commercial property?"

Step 4 of 6

Legal & exact-wording answers (3-5 max, optional)

Use FAQs only when wording must be exact
Add FAQs ONLY for items where the wording must be exact — your license number, exact address, exact hours, payment methods you accept, warranty terms. Our AI answers everything else (pricing, scope, scheduling) from your service descriptions.
Cap: 5 FAQs. Keep it tight — extra detail belongs in your service descriptions.

Emergency detection

When a customer mentions certain words (like "flood" or "gas leak"), the bot will ask them if it's urgent. If they confirm, their lead gets flagged as urgent and fast-tracked — they only need to give their name and phone so you can call them ASAP.

Step 5 of 6

Channel setup info

A few details so we can route calls and messages to you. We'll activate everything within 24 hours after you submit. Your web chat is live immediately.

Where incoming calls should ring you. Customers never see this number — they only see the new business number we provision for you. When customers call, your phone rings. If you can't pick up, our chatbot catches them with a follow-up text. US numbers only.
What customers see in WhatsApp. Meta reviews this — keep it close to your legal business name. Avoid generic terms like "Plumbing Services" alone.
Meta uses this to categorize your WhatsApp Business profile.
Full street address. Required by Meta for WhatsApp Business profile. Will be shown to your customers.
Short description shown in your WhatsApp Business profile. 1-2 sentences. (256 char max)
Tagline shown under your business name in WhatsApp. (139 char max)
Step 6 of 6

Review & finish

Here's a summary of your chatbot setup. You can go back to change anything.

Appearance (optional)

Customize how the chat widget looks on your website.

Color of the chat bubble on your website. Doesn't affect your dashboard.
Emoji shown in the chat header.

Set your dashboard password

You'll use this to log into your dashboard at goremly.com/client/<your-id>/admin. Pick something you'll remember — we'll also email it to you.

Agreement