Set up your AI assistant

Your assistant is the AI that replies to customers. This guide covers creating it and what each part of the form does.

Before you startCopy Anchor Link

• A company (created during quick setup).
• Basic business details at hand: services, hours, contact details, policies.

Open the assistant pageCopy Anchor Link

• Web: sidebar > Assistant > Assistant settings.
• Mobile: Home tab > the Timo card (Train your assistant). The app shows the same setup page inside the app.

Choose how to set upCopy Anchor Link

A new assistant starts at How would you like to set up your assistant? with three options:

All three end in the same editable form. Nothing is applied silently: you review and save.

The AI-setup prompt sends your business details to whichever AI service you paste it into. Use only information you are comfortable sharing.

The setup formCopy Anchor Link

The form is organized into steps (Assistant Setup, Company Details, Personality & Behavior, Knowledge & Rules, Lead Collection, Capabilities). Use Previous and Next, or jump between sections.

1. Assistant Identity and business information: Assistant Name (minimum 3 characters), Business Name, Business Phone, Business Email, Business Address, Business Website, Business Hours and Social Media Links. See Business knowledge.
2. Assistant Instructions: a plain description of what the assistant does and how it helps customers.
3. Personality and behavior: tone, persona, emojis, sales style, response length, languages and voice. See Personality and behavior.
4. Knowledge and rules: offerings, FAQs, policies, workflows, and human handoff. See Business knowledge.
5. Customer data collection: which lead details to collect. See Collect lead information.
6. Capabilities: switches for Enable Products, Enable Booking, and Enable WordPress Integration.

Several text fields have an Enhance with AI button. Type a short description (optionally add business context such as "fitness gym"), and the AI rewrites it as professional content. Use Use Enhanced Content to accept it. Fields also have Examples you can copy.

When you finish, choose Save Assistant. A confirmation says your assistant is live and replies to customers right away. Use Go to conversations or Continue editing.

CapabilitiesCopy Anchor Link

• Enable Products: the assistant can search and present your products. Products are managed on the Products page.
• Enable Booking: customers can book appointments through the assistant. You need at least one service. See Set up bookings. If no calendar is connected the form shows Calendar Integration Required with Setup Calendar.
• Enable WordPress Integration: lets the assistant read your WordPress or WooCommerce content. First connect WordPress.

Preview the generated promptCopy Anchor Link

The Assistant Preview shows the Prompt Preview and Tools Preview that BaTimo builds from your settings. Use it to check what the assistant has been told.

TipsCopy Anchor Link

• Be specific. "We are a hair salon in Austin open Tue to Sat, 10 to 7. Never quote prices for colouring; ask the customer to book a consultation." beats "We cut hair."
• Start with Setup with Website or Setup with AI to get a draft, then edit it.
• After every important change, run an assistant test.

TroubleshootingCopy Anchor Link

• Validation errors: the form highlights the section tab ("page with errors"). Fix the field shown; for example the assistant name needs at least 3 characters, and a business goal is required.
• Documents cannot be uploaded yet: save the assistant first. See Knowledge documents.
• Pasted JSON from your AI is rejected: paste only the JSON object. Markdown code fences are fine; unknown keys are ignored and invalid values are listed so you can fix them.

LimitationsCopy Anchor Link

• The Console manages one assistant configuration for your company.
• The assistant answers in the languages you list and uses the default (first) language when unsure.