Quick start.
Six steps, in order. The Getting Started checklist on your dashboard at app.tenloai.com/dashboard/assistant mirrors these steps and ticks them off automatically once Tenlo detects you’ve done them.
Describe in plain language who is a good fit and who isn’t. Two paragraphs is fine. Include the industries you serve, company size, geography, decision-maker profile, and — critically — your explicit disqualifiers.
In the same card, add your Qualifying questions (one per line). Examples:
- What’s your current process for X?
- How big is your team?
- What’s your timeline?
- Have you tried solutions like ours before?
ICP drives everything downstream — scoring quality, graceful exits from bad-fit visitors, even the AI’s choice of qualifying questions per visitor. Don’t skip this. See Defining your Ideal Customer for examples.
Opening greeting — the first message visitors see. Keep it warm, specific, and curious. Avoid “How can I help you?” — too open-ended.
“Hi! I’m here to help you figure out if Acme is the right fit. What brings you in today?”
Tone description — one sentence describing how the bot should sound:
“Friendly, professional, and concise.”
The AI uses this verbatim as a style guide. See Greeting, tone & qualifying questions.
Click Connect Calendly → OAuth flow → pick your event type (e.g. “30-min Discovery Call”). The bot will offer this link to qualified visitors.
In the same card, the Booking score threshold slider (range 30–90, default 60) controls how qualified a visitor must be before the bot offers them the booking link. Higher = pickier. See The booking threshold.
If you skip Calendly, the bot still qualifies leads — it just won’t offer a booking link. It will point qualified visitors to whatever next step you describe in your Products & services field. See Calendly.
Copy the <script> snippet from the Embed your widget card. The snippet contains your data-business-id and — if you changed the widget colour — your data-primary-color attribute.
Paste the snippet just before </body> on every page where you want the chat bubble. The Embed your widget card has platform tabs for WordPress, Shopify, Webflow, Squarespace, Wix, Google Tag Manager, and plain HTML.
See Embedding the widget for the full per-platform table.
This step completes automatically when the first qualified visitor leaves their contact info.
To test sooner, open your site in an incognito tab, click the bubble, and have a real conversation — the lead should appear in Recent Leads within seconds.
That’s it — your Sales Assistant is live, running 24/7.