Setup Guide

Set up AskYourSite for your industry.

Step-by-step guides for every use case. Pick your industry below and follow the four steps to go live.

🛒

E-Commerce & Retail

Answer product questions, handle returns, and capture purchase intent — automatically.

≈ 20 min
1

Step 1Train your AI

  • Crawl your product catalog and category pages
  • Upload your return, shipping, and refund policy PDF
  • Connect Airtable with your live product inventory
2

Step 2Configure agent mode

  • Enable buying intent detection
  • Set webhook → your CRM when intent score > 0.8
  • Enable lead capture to collect email before chat starts
3

Step 3Connect integrations

  • Slack
  • Calendly
  • Airtable
  • Zapier → Klaviyo
4

Step 4Add proactive triggers

  • Cart page, 30s: "Need help choosing the right size?"
  • Checkout page, exit intent: "Can I answer anything before you go?"
SlackCalendlyAirtableZapier
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🖥️

SaaS & Tech

Turn your docs into an always-on support agent that escalates demo intent to your team.

≈ 15 min
1

Step 1Train your AI

  • Crawl your documentation site and changelog
  • Upload onboarding guides and FAQ PDFs
  • Sync Notion knowledge base via integration
2

Step 2Configure agent mode

  • Enable unanswered question queue for gap detection
  • Set Slack alert when a visitor mentions "pricing" or "demo"
  • Connect webhook → HubSpot / Salesforce for demo-intent leads
3

Step 3Connect integrations

  • Slack
  • Notion
  • Calendly
  • Webhooks → CRM
4

Step 4Add proactive triggers

  • Pricing page, 20 s: "Want me to walk you through our plans?"
  • Signup page, 60 s: "Any questions before you create your account?"
SlackNotionCalendlyWebhooks
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🎓

Education & Training

Answer enrollment questions 24/7 and let your team focus on high-value counseling sessions.

≈ 20 min
1

Step 1Train your AI

  • Crawl your course catalog and program pages
  • Upload enrollment FAQs, brochures, and fee structures
  • Add curriculum PDFs for each program
2

Step 2Configure agent mode

  • Enable human handoff for admissions queries
  • Configure Calendly integration for counselor booking
  • Enable lead capture to collect name, email, and program interest
3

Step 3Connect integrations

  • Calendly
  • Slack
  • Webhooks → CRM
4

Step 4Add proactive triggers

  • Course detail page, 30 s: "Have questions about this program?"
  • Application page, exit intent: "Would you like to speak with an advisor?"
CalendlySlackWebhooks
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💼

Professional Services

Qualify leads, book discovery calls, and hand off high-value prospects to your team instantly.

≈ 15 min
1

Step 1Train your AI

  • Crawl your services, case studies, and team pages
  • Upload service scope documents and pricing guides
  • Add client testimonials and process FAQs
2

Step 2Configure agent mode

  • Enable lead capture form before conversation starts
  • Set Calendly link for discovery call booking
  • Configure urgent human handoff for high-budget prospects
3

Step 3Connect integrations

  • Calendly
  • Slack
  • Webhooks → CRM
4

Step 4Add proactive triggers

  • Services page, 40 s: "Can I help you find the right service?"
  • Contact page: "Book a free 15-minute discovery call →"
CalendlySlackWebhooks
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🏥

Healthcare & Wellness

Answer common health questions, book appointments, and escalate urgent cases to your staff.

≈ 20 min
1

Step 1Train your AI

  • Crawl your services, conditions treated, and team pages
  • Upload patient FAQs, insurance accepted, and hours
  • Add procedure guides and aftercare documents
2

Step 2Configure agent mode

  • Configure Calendly for appointment booking
  • Enable urgency detection → instant human handoff
  • Scope agent to never give clinical diagnoses
3

Step 3Connect integrations

  • Calendly
  • Slack
  • Webhooks → EHR
4

Step 4Add proactive triggers

  • Services page, 30 s: "Would you like to schedule a consultation?"
  • Homepage, 60 s: "Any questions about our services or availability?"
CalendlySlackWebhooks
Get Started Free →
🏠

Real Estate

Answer property questions, schedule viewings, and capture buyer and renter leads around the clock.

≈ 20 min
1

Step 1Train your AI

  • Crawl your property listing and neighborhood pages
  • Upload neighborhood guides, floor plans, and amenity docs
  • Add buyer and renter FAQs
2

Step 2Configure agent mode

  • Enable lead capture with budget and timeline fields
  • Set Calendly for viewing appointments
  • Connect webhook → your CRM when a lead is captured
3

Step 3Connect integrations

  • Calendly
  • Airtable
  • Slack
  • Webhooks → CRM
4

Step 4Add proactive triggers

  • Listing page, 30 s: "Interested in this property? Book a viewing →"
  • Search results, 45 s: "Want help narrowing down these listings?"
CalendlyAirtableSlackWebhooks
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✈️

Travel & Hospitality

Handle booking questions, surface the right packages, and convert browsers into confirmed guests.

≈ 15 min
1

Step 1Train your AI

  • Crawl your destination, package, and itinerary pages
  • Upload cancellation policies and travel FAQs
  • Add accommodation and transport guides
2

Step 2Configure agent mode

  • Set booking links via Calendly or direct URL
  • Enable urgency detection for last-minute travellers
  • Configure lead capture for quote requests
3

Step 3Connect integrations

  • Calendly
  • Slack
  • Webhooks → booking system
4

Step 4Add proactive triggers

  • Pricing/packages page, 20 s: "Need help choosing the right package?"
  • Checkout, exit intent: "Still deciding? I can answer any questions."
CalendlySlackWebhooks
Get Started Free →
🎨

Agency & Marketing

Showcase your work, qualify inbound leads, and alert your team the moment a hot prospect arrives.

≈ 15 min
1

Step 1Train your AI

  • Crawl your portfolio, case studies, and services pages
  • Upload client decks, process docs, and service briefs
  • Add testimonials and results summaries
2

Step 2Configure agent mode

  • Enable lead capture with project type and budget fields
  • Set Slack alert when a visitor mentions a budget range
  • Connect webhook → your CRM or Notion project tracker
3

Step 3Connect integrations

  • Slack
  • Notion
  • Calendly
  • Webhooks → CRM
4

Step 4Add proactive triggers

  • Services page, 30 s: "Tell me about your project and I'll match you to the right service."
  • Case studies, 60 s: "Want to see results like this for your brand?"
SlackNotionCalendlyWebhooks
Get Started Free →

Don't see your industry? Every feature works for any business — just start with a URL crawl.

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