Fully Managed Setup.
Live Within Days.
We handle the entire ConvertAI implementation from onboarding to go-live. Your AI is configured, trained, tested, and installed on your website and other channels by our team. One onboarding call is all we need from you.
Everything You Need. Nothing Left to Figure Out.
ConvertAI setup is a fully managed, done-with-you service. Our team handles every technical component so your venue is live and converting enquiries as quickly as possible.
Web Chat Installation
ConvertAI's chat widget installed directly on your venue website, branded with your greeting and communication style.
AI Knowledge Base & Custom Instructions
We build and train ConvertAI on your venue: spaces, packages, pricing, availability, FAQs, and tone of voice. Your AI sounds like your business.
Calendar Integration
ConvertAI connects to your booking calendar so it can answer availability questions in real time and book site visits directly on your behalf.
CRM Pipeline & Lead Management
A full sales pipeline is created to track every enquiry from first contact to booked event, including dollar value per lead and automated team notifications when new leads arrive.
Automated Lead Capture Sequences
We build 3–5 automations covering instant lead notification, automated follow-up to the enquirer, and a two-email lead nurturing campaign to promote and convert leads that don't book immediately.
Multi-Channel Connection
ConvertAI is connected across web chat, email, Facebook, Instagram, WhatsApp, and web forms, every channel your enquiries come from, unified in one platform.
Lead Capture Form
A branded lead capture form is created and installed on your website, ensuring all leads flow seamlessly into your CRM pipeline automatically.
Post-Launch Training & 30-Day Support
An onboarding call walks you through the system. A post-implementation training call shows your team how to work with ConvertAI day-to-day. A 30-day check-in reviews performance and makes refinements.
How It Works: From Order to Live
A structured, transparent process with clear timelines at every stage.
You Complete the Onboarding Form
Reviewed within 2 business daysAfter confirming your ConvertAI package, we send you a structured onboarding form. Complete it with as much detail as possible about your venue: spaces, packages, pricing, FAQs, and availability. This is the foundation we build your AI from.
Onboarding Call
Booked within 1 business dayOur team leads a hands-on onboarding call to understand your venue's specific needs and refine your ConvertAI setup. We come to the call with your AI already configured and branded: ready to demo and refine together. We confirm your knowledge sources, communication style, and any custom workflows during this session.
ConvertAI Setup & Installation
Complete within 1–3 business daysUsing everything refined on the onboarding call, we complete your full ConvertAI setup. This includes finalising the AI configuration, installing the chat widget on your website, connecting your calendar, building the CRM pipeline and opportunities, setting up automations, and creating your lead capture form. Custom integrations may take up to 3 business days.
Training Call
Booked within 1 business day of setupOnce your ConvertAI is live, we walk your team through the full system: how to find and manage leads in the CRM, how to engage with enquiries via email and the platform, and how to create tasks for your sales team. Everything your coordinator needs to know to work alongside ConvertAI effectively.
30-Day Check-In & Ongoing Support
Booked 3–4 weeks post-launchOur team reviews 5–10 real conversations from your first month, identifies what's working, flags gaps in the AI's knowledge, and makes refinements to ensure ConvertAI is performing at its best. This is where the system gets sharper, tuned to the real questions your couples and event planners are actually asking.
Built Specifically for Your Venue
ConvertAI isn't a generic chatbot template. Every component is configured to your venue, your brand, and your enquiry workflows.
Trained on Your Business
We build your AI Knowledge Base from your onboarding information: covering every space, package, price point, FAQ, and unique selling point. If ConvertAI doesn't know something a couple asks, we add it. Your AI always has the right answer.
Sounds Like Your Brand
Custom instructions define how ConvertAI communicates. Your tone, your greeting style, your language. Whether your brand is warm and personal or polished and corporate, your AI reflects it in every conversation.
Integrated With Your Calendar
ConvertAI connects directly to your booking calendar to answer availability questions accurately and book site visits without human intervention. Every appointment goes straight into your diary.
Support That Keeps ConvertAI Sharp
After go-live, our team provides ongoing monthly support to keep your ConvertAI performing at its best as your venue evolves.
Knowledge Base Updates
As your venue adds new packages, updates pricing, or opens new spaces, we update your ConvertAI Knowledge Base so responses stay accurate and current.
AI Configuration Refinements
We make expert edits to ConvertAI's settings, instructions, and capabilities: continuously improving response quality based on real conversation data.
Automation & Workflow Updates
As your follow-up processes evolve, we update your automations and lead capture workflows to match, keeping the full pipeline running smoothly.
Performance Optimisation
Regular review of conversation performance, technical troubleshooting, and proactive recommendations to ensure ConvertAI continues to convert enquiries effectively.
Ongoing support is available as a monthly add-on. Ask us about ongoing support options on your strategy call.
What We Need to Get Started
To deliver a fast, smooth setup we ask for a few things upfront. The more detail you provide, the better ConvertAI performs from day one.
Your Onboarding Form
Complete our structured onboarding form covering your venue details, spaces, packages, pricing, FAQs, and existing booking calendar. This is the foundation we build your AI from: the more detail the better.
Website Backend Access
To install the ConvertAI chat widget and lead capture form on your website, we require backend access including your hosting provider login. Our team handles the full installation.
Your Booking Calendar
We connect ConvertAI to your calendar so it can answer availability questions accurately and book site visits in real time. We'll confirm which calendar system you use on the onboarding call.
Common Questions
From receiving your completed onboarding form, we begin the process within 2 business days. Your onboarding call is typically booked within 1 business day of that. The full setup — including chat widget installation, CRM pipeline, automations, and lead capture form — is complete within 1–3 business days following the onboarding call. Most venues are fully live within 5 business days of returning their onboarding form.
Ready to Get ConvertAI Live?
Book a free strategy call and we'll walk you through the full setup process, confirm which package is right for your venue, and get your onboarding started.
Or explore ConvertAI at convertai.events