For investors Book a consultation
ONBOARDING

SetupWizard

Canonical business profile per chat — the ground truth every agent reads

A per-chat business profile that starts from a site crawl, keeps owner edits safe, and feeds every AI agent with the exact context it needs to answer accurately.

  • 1 Canonical business profile per chat
  • Auto Seeded from every site crawl
  • Safe Owner edits preserved on re-crawl

SetupWizard is the source of truth about a business, per chat. Every AI agent the platform runs needs one question answered first: what, exactly, is the business I'm representing? SetupWizard stores that answer in a structured, editable form.

The profile is seeded from a site crawl. Name, description, address, phone, services, opening hours — all the fields the crawler finds are dropped into the profile automatically. The owner does not type these things in; they review them.

Everything saves as you edit. There is no submit button, no "are you sure you want to leave" dialog. The wizard is built as a step-by-step interview with a friendly tone, and every answer is persisted the moment it is typed.

A hub at the top of the page lists every chat the owner runs, so switching between businesses is one click. Admins can step into any user's context to help them set up — a huge time-saver for support cases.

Re-crawling the site refreshes the auto-filled fields with current data, but manual edits on fields the crawler does not touch are preserved. That rule — "refresh what the crawler owns, keep what the human owns" — is the practical reason the wizard is trusted by owners over time.

The profile flows into every downstream AI agent as context. Answers stop being generic ("our service is great") and start being specific ("our service runs weekdays 9 to 6, £120 for a single session, Shoreditch studio"). That is the single biggest quality uplift a chatbot project can get, and it is automatic here.

When a chat is deleted, its profile is deleted alongside it — no orphaned records, no privacy grey zone. The wizard also initiates catalogs and booking records for businesses that need them, and the whole interface is fully multilingual with RTL support where the script requires it.

Capabilities

Everything SetupWizard handles for you

  • Per-chat business profile

    Each chat gets its own structured record — one source of truth the agent trusts.

  • Crawl-seeded fields

    Name, description, services, hours, and more arrive pre-filled from the site scan.

  • Owner-edits-preserved rule

    Re-crawling refreshes automated fields and keeps human-entered fields intact.

  • Auto-save on every edit

    No submit buttons. Every change is persisted immediately.

  • Chats hub

    All chats and businesses listed at the top of the wizard — switch context in one click.

  • Admin stand-in

    Support can step into any owner's profile to assist, without copying data around.

  • Multilingual + RTL

    Every language AIM supports, with native right-to-left layout where needed.

Integrations

The central profile every agent reads from

SetupWizard sits between the crawler and every AI agent. It receives structured data from SiteCrawler, keeps the owner's edits safe, and serves the final profile as agent context.

  • SiteCrawler feeds the initial profile with crawl results and refreshes automated fields on re-scan.
  • AgentBuilder reads the profile so every agent answers with concrete business context, not generic copy.
  • ChatBuilder associates the profile with the right chat id for greeting and live context.
  • ProductCatalog linked through the same chat id when the business sells products.
  • Calendar connects booking records back to the business profile for scheduling flows.

Wire SetupWizard into your product today

Book a consultation with our founders and we'll walk you through the whole microservice stack — not just this one — live on your domain.

Book a consultation Browse all components