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Documentation Index

Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt

Use this file to discover all available pages before exploring further.

The AI responds to leads on your behalf. It handles the full conversation - from the first reply through booking an appointment.

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What It Can Do

CapabilityDescription
Freeform ConversationAnswers insurance questions, handles objections, qualifies leads
Check AvailabilityLooks at your calendar and presents open time slots
Book AppointmentsBooks directly when a lead confirms a time
RescheduleMoves an existing appointment to a new time
CancelCancels an appointment and offers to reschedule
Query AppointmentTells a lead when their appointment is

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What It Cannot Do

  • Sell policies or collect payment
  • Take any action for contacts who have texted STOP
  • Respond when the AI is turned off for that contact

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Turning the AI On / Off

Option 1 - Toggle in the conversation: Use the “Ant Bot Is: On / Off” toggle at the top of the conversation in your CRM. Option 2 - Tag: Add the ai off tag to a contact to disable the AI. Remove it to re-enable.
If you’re supplementing the conversation - offering extra times, adding context - leave the AI on. If you’re taking over completely, turn it off. See AI On / Off for more guidance.

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Left on Read

If the AI sends a message and the lead doesn’t reply, it follows up automatically:
  • After 24 hours: one follow-up
  • After another 24 hours: a second follow-up
After that, the AI stops until the lead responds.

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Agent Notifications

You’ll receive an SMS notification on your phone whenever the AI books, or cancels an appointment. These come from your CRM automatically - no setup needed.