Help center
Everything you need to go live.
Step-by-step guides for every part of setup — from connecting your OpenAI key to your first call.
Guides
Step by step, from signup to live.
Getting started
Phone, SMS & website
- Connect Twilio and a phone numberAdd your Twilio credentials, buy or bring in a phone number, link it to an assistant, or ask us to port a number you already have.
- Register for A2P 10DLC (US business texting)Register your business with US carriers so Aiva Chat can send texts from your 10-digit number, and understand each registration status.
- Add the website widgetDesign the Aiva Chat chat and voice widget, choose which websites can load it, and paste one script tag into your site.
- SMS replies and opt-outsRead and answer texts in the Conversations inbox, use AI-drafted replies, see when the AI replies on its own, learn which booking texts go out automatically, and handle STOP and START.
- Build your websiteMake a one-page website at your workspace address: draft it with AI, choose a style, add booking and a contact form, set up search details, then publish.
- Web forms and lead captureCollect leads with web forms and hosted form pages with a QR code, score them with AI, bring in leads from your ads and website chat, and see where they come from.
Your assistant
- Create your assistantCreate a new AI assistant from an agent type and a starter template, write its greeting and instructions, and choose how it sounds and which language it speaks.
- Teach your assistant about your businessUse the AI Training Center to give your assistant facts from your website, PDFs and typed notes, and to set rules and corrections for how it answers.
- Set business hours and call routingSet your opening hours for the whole business or one assistant, decide who answers during and after hours, and set up call transfers to your team.
- Test your assistant before it goes liveChat with your assistant, hear it on a real call, save test conversations that must pass before you publish, and restore an earlier version if something goes wrong.
Bookings
- Set up bookings: services, hours and rulesAdd the services customers can book, set opening hours with breaks and special dates, and choose the booking rules every channel follows.
- Staff, rooms and locationsAdd staff, rooms, vehicles or equipment with their own hours and time off, choose what each service needs, set up several locations, and send staff their schedules.
- Booking pages and booking on your websiteCreate a public booking page with its own link and QR code, ask customers your own questions, and add a Book online section to your Aiva Chat website.
- Deposits, prices and cancellation policiesTake deposits through your own Stripe account, set weekday and seasonal prices and sales tax, choose a cancellation policy, and record refunds and payments.
- Classes, rentals, repeating bookings and the waitlistRun classes with a weekly timetable and limited places, rent items out by the day or night, let customers book a repeating series, and keep a waitlist for freed times.
- Packages and membershipsSell packages of visits and monthly or yearly memberships, online through your own Stripe account or in person, and let customers book with their pass.
- Reminders and the customer's manage linkSend appointment reminders by text and email, let customers reply C to confirm, and let them confirm, move or cancel from their own link.
- Booking by textLet your assistant book, move and cancel appointments over SMS, choose which texts it answers, and take over or hand back any conversation from the inbox.
- Online appointments: video and phoneLet a service happen in person, by video call or by phone call, give video bookings a meeting link, and see how customers join and switch.
Integrations
- Connect Google CalendarConnect a Google Calendar to an assistant so its busy times block bookings and every booking, reschedule and cancellation is written to your calendar.
- Connect HubSpotConnect your HubSpot account so every Aiva Chat call is logged against the right contact, bookings create HubSpot meetings, and your assistant can greet known callers by name.
- Take payments with Stripe payment linksAdd a Stripe restricted key so your assistant can text a caller a secure link to pay you during a phone call, with a currency and maximum amount you control.
- Send Aiva Chat events with webhooksCreate a webhook so Aiva Chat sends calls, texts, leads and bookings to your own systems, check signatures, test deliveries and manage API keys.
- Add custom actions to your assistantGive your assistant a URL, a method and a few inputs so it can look things up or send data to your own tools mid-conversation, with no code.
Running Aiva Chat
- Control what the AI does on its ownChoose which actions your assistant takes automatically, which wait for your OK, and which it never takes, then work through the approval queue.
- Monitor live calls and step inWatch calls as they happen, listen in, guide the AI, take over, transfer or end a call, and place your own calls from the browser.
- Run an outbound calling campaignUpload a list or pick contacts, let your assistant call each person, and track and export the results.
- Review calls, quality and resultsFind any call, play its recording, read the transcript and summary, spot calls that need review, and track what Aiva Chat is achieving for you.
- Team members and rolesInvite people to help run your business, give each one a role (Admin, Staff or Viewer), limit Staff to their own bookings and see what your team changed.
- Lead follow-up automationsUse ready-made workflow rules to call new leads back fast, text back missed calls and ask for reviews, and run a win-back campaign for customers who've gone quiet.
Billing
- Plans, trial and billingHow the 14-day free trial works, what each plan includes, how to pay through Stripe, and how to change or cancel your plan.
- OpenAI and Twilio usage costsWhat OpenAI and Twilio bill you for when you use Aiva Chat, where to see usage and cost per call in the dashboard, and how to keep costs predictable.
Quick start
Six steps to your first call.
The same guided checklist you’ll see in your dashboard.
Connect your OpenAI key
Start your 14-day free trial, then add your own key.
Create your assistant
Start from an industry template or a blank assistant.
Teach it about your business
Add your website, files or typed answers.
Connect a phone number
Link your Twilio account, then buy or link a number.
Add your business info
Company details and business hours.
Hear it on a first call
Use “Call it now” to hear your assistant.
Web widget
Embed the web widget.
Copy your snippet from the dashboard and paste it before </body> on any page.
<script
src="https://chat-widget.aivachat.io/embed.js"
data-user-id="YOUR_USER_ID"
data-assistant-id="YOUR_ASSISTANT_ID"
></script>Webhooks
Receive a webhook.
Pick from 40+ signed events (calls, texts, leads, bookings, payments, waitlists, memberships and campaigns). Each one POSTs to any HTTPS endpoint you configure, with a delivery log and retries.
POST https://your-app.com/aiva-webhook
{
"event": "appointment.booked",
"channel": "voice",
"customer": { "phone": "+9198XXXXXX17" },
"appointment": {
"at": "2026-06-26T10:30:00+05:30",
"service": "Consultation"
}
}