Question 1

What does the current call-answering workflow capture?

Accepted Answer

The checked-in TryChatBots product supports a structured inbound-call workflow for recording and reviewing a service-business call. A call record can capture the customer name and phone, issue, address, urgency, and notes. This describes the saved workflow; it does not mean a phone provider is connected or that live answering is activated.

Question 2

How are appointments recorded from a call?

Accepted Answer

An appointment can be recorded with a service, a scheduled time in the business’s local time, and caller details copied from the call, including the customer name, phone, and address. A saved business time zone is required. The current product does not establish calendar integration or customer notification.

Question 3

How are quote requests captured?

Accepted Answer

A quote-request record can capture the request type, scope of work, preferred timing, budget range, and additional notes. It records a structured request for review; it does not calculate a quote or promise a price.

Question 4

Are live call transfers supported?

Accepted Answer

An owner can save an escalation contact for a future handoff workflow, including the contact name, phone number, and optional email address. The current settings do not activate live transfers; a live transfer workflow would require an external provider connection and credentials.

Question 5

What do I need to provide to get started?

Accepted Answer

The required workspace setup fields are workspace name, business name, business phone, and service area. Optional workflow context already represented in the app includes caller FAQs, opening hours with a business time zone, and an escalation contact. These records support configuration; they do not by themselves activate phone answering, appointment integrations, or live transfers.

Question 6

What does access to the Monthly workspace plan require?

Accepted Answer

TryChatBots uses a monthly plan named “Monthly workspace”. The pricing page keeps the exact price on request, and a signed-in workspace owner can continue to the hosted checkout. Protected workspace call workflows require completed setup and an active, verified subscription.

The useful answers, before the first call.

Designed for service-business owners.

See the current monthly plan outline.