Solwees Help Center
Video guides and step-by-step answers for every part of Solwees: the AI assistant, channels, chats, clients, marketing and settings.
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Four steps from a new account to an assistant that answers clients and books them.
Topics
Getting started
What Solwees is, the first setup, plans, the free trial and several locations.
- Solwees in 2 minutes: a tour of the menu
- Sola: the setup assistant in Solwees
- Plans and free trial: what's included and how to choose
- Several locations or brands: workspaces
AI assistant and knowledge base
The business profile, booking rules, handover to a person, the knowledge base and testing the assistant.
- Business profile: what the assistant knows about your company
- Custom rules and wording
- Persona and languages: how the assistant introduces itself and which languages it speaks
- Booking rules: how the assistant books your clients
Channels
WhatsApp, Instagram, Telegram, the website chat and a phone number for the assistant.
- WhatsApp templates: messages approved by Meta
- Telegram: how to connect the assistant
- Website chat: how to set it up and install it
- Viber: how to connect your own number to the assistant
Chats
One inbox for every channel: when the assistant answers, when you take over, quick replies and notes.
- Chats: every channel in one place
- AI or you: taking a chat over from the assistant and handing it back
- Needs attention: when a client is waiting for a person
- Quick replies and notes: what the chat input can do
Clients, deals and tasks
Client cards, importing clients, the waiting list, the deals board, pipelines and tasks.
- Customers and the customer card
- Importing clients: from a CSV file or from your CRM
- Waiting list: the assistant offers a freed-up time by itself
- Deals: the board
Marketing and promotions
Booking reminders, broadcasts, protection from WhatsApp blocks, services and promotions.
- Booking messages: reminder, confirmation, reschedule and cancellation
- Google Maps reviews: a rating after the visit and a review link
- Winning clients back: reactivation, call follow-up, greetings and programs
- Broadcasts: how to message clients in WhatsApp and Telegram
Calls, reports and notifications
Call recordings and transcripts, reports, summaries and team notifications.
- Calls: history, recordings, transcripts and the assistant's calls
- Outbound campaigns: the assistant calls clients from your list
- Reports: bookings, money and how the assistant works
- Ads: which ads bring you clients
Integrations
Booking systems, CRMs, payments and calendars that Solwees connects to.
- App Directory: connect your booking system, CRM and payments
- Bitrix24: client conversations in your Open Lines
- Kommo (amoCRM): how to connect it and what goes into the deal
- Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
Team, settings and billing
Teammates and access, workspace settings, plans, minutes and invoices.
- Team and access: add teammates and choose what they can do
- General settings: workspace name, time zone and report currency
- Billing and invoices: your plan, modules, invoices and cancelling
- Active clients
Mobile app
Chats, calls from the assistant and notifications on your phone.
All articles · 2 articlesSecurity and data
Two-factor sign-in, the website chat's safety settings, GDPR and deleting data.
- Security: two-factor authentication, attachments and allowed domains
- GDPR
- SOC 2 and ISO 27001
- Subprocessors
Troubleshooting
What to check when bookings do not sync, a call sounds bad or notifications do not arrive.
All articles · 2 articlesVideo guides
Each one shows a single setting on screen in one to two minutes, with chapters and a transcript.
2:10Solwees in 2 minutes: a tour of the menu
1:03Sola: the setup assistant in Solwees
1:19Plans and free trial: what's included and how to choose
1:01Several locations or brands: workspaces
1:35Business profile: what the assistant knows about your company
1:14Custom rules and wording
1:22Persona and languages: how the assistant introduces itself and which languages it speaks
1:38Booking rules: how the assistant books your clients
1:16Handing over to a person: when the assistant calls in your team
1:36Conversation flow: what the assistant must do, and when
1:31Agents and the AI schedule: when the assistant replies to clients
1:09Test chat and call: try the assistant before you go live
1:16Knowledge base: the articles and files your assistant answers from
1:10Google Sheets and Docs: the assistant answers from your file
1:01Photos for replies: your price list and work photos in a chat in a few clicks
1:30WhatsApp templates: messages approved by Meta
1:31Telegram: how to connect the assistant
1:52Website chat: how to set it up and install it
1:11Viber: how to connect your own number to the assistant
1:56Phone: a number for the assistant
1:45Call forwarding and your own number
1:35Chats: every channel in one place
1:13AI or you: taking a chat over from the assistant and handing it back
1:14Needs attention: when a client is waiting for a person
1:23Quick replies and notes: what the chat input can do
1:25Close a chat, spam and blacklist
0:57Unsorted: how to triage new leads
1:17Chat side panel: everything about the client next to the conversation
1:19Customers and the customer card
0:57Importing clients: from a CSV file or from your CRM
0:54Waiting list: the assistant offers a freed-up time by itself
1:28Deals: the board
1:15The deal card: stage, fields, activities and chat in one place
1:27Pipelines and automation: stages, rules and who gets the deals
1:11Tasks: due dates, assignees and reminders
1:27Booking messages: reminder, confirmation, reschedule and cancellation
0:54Google Maps reviews: a rating after the visit and a review link
1:36Winning clients back: reactivation, call follow-up, greetings and programs
1:26Broadcasts: how to message clients in WhatsApp and Telegram
1:14Solwees Marketing AI: the assistant that prepares your campaigns
1:01Anti-ban protection: how Solwees keeps your WhatsApp number safe
1:29Services and promotions: the prices and offers your assistant quotes
1:11Calls: history, recordings, transcripts and the assistant's calls
1:43Outbound campaigns: the assistant calls clients from your list
1:38Reports: bookings, money and how the assistant works
1:14Ads: which ads bring you clients
1:08Conversation summaries, printing a report and a link to a report tab
1:12Team notifications: the feed and Telegram alerts
1:06App Directory: connect your booking system, CRM and payments
1:03Bitrix24: client conversations in your Open Lines
1:19Kommo (amoCRM): how to connect it and what goes into the deal
1:21Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
1:28Stripe prepayment: take a deposit when clients book
1:04Calendly and Cal.com: the assistant knows your clients' meetings
1:19Team and access: add teammates and choose what they can do
1:02General settings: workspace name, time zone and report currency
1:03Security: two-factor authentication, attachments and allowed domains
1:28Billing and invoices: your plan, modules, invoices and cancelling
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