Set up your chatbot in an afternoon.

Zurvo is an AI chatbot you train on your own website and docs. It answers your customers’ questions day and night, and when it is not sure, it hands the conversation to you instead of guessing.

This is a setup checklist, not a manual. Work through it top to bottom and you will have a chatbot that is actually useful by the end of the afternoon. No developer, no long wait, no jargon.

The whole thing in five minutes.

Here is the fast part, the part that surprises people:

• Point Zurvo at your website. It reads your pages and builds a knowledge base from what is already there.
• Paste one line of code into your site. It is a single script tag, the same kind of snippet you would paste for analytics. If you use a website builder, it usually drops into a settings box.
• You now have a working chatbot. It is live and answering.

That is the setup. The rest of this guide is about making it good, which is where an afternoon well spent pays off.

Step 1: Feed it the right pages.

The chatbot is only as smart as what you give it. Feed it the pages a customer looks at before they pick up the phone.

Start here:

• Services and pricing. What you do and what it costs. This is the number one thing people ask.
• Service area. The towns and zip codes you cover, so it does not book a job two hours away.
• Hours. When you are open, and what happens after hours.
• Your top questions. The five or ten things customers ask you every week. If you already have an FAQ page, that is gold.
• Policies. Deposits, cancellations, warranties, financing — whatever you find yourself explaining over and over.

Skip the fluff. Your “About us” story, blog posts, and press page do not help a customer decide to book. If a page would not help someone hire you, leave it out.

Not sure which pages matter for your kind of business? We wrote a companion checklist: what to feed your chatbot.

Step 2: Test it like a customer would.

Before you trust it, poke at it. Open the chat and ask it the real questions your customers ask.

Run through this in week one:

• Ask your five most common questions. Do the answers match what you would say? Zurvo answers with a link back to the page it pulled from, so you can see where each answer came from.
• Ask a trick question it should not know. Something you never put on your site. A good chatbot says it is not sure and offers to connect you — it does not make something up. If it guesses, that tells you what to fix.
• Ask about pricing and hours. These are the answers people act on. Get them right first.
• Ask on your phone. Most of your customers are on a phone at night. Make sure it looks right there too.

When an answer is wrong, do not fiddle with the bot. Find the page behind it, fix the page, and re-crawl. The answer updates itself.

Step 3: Turn on the lead form.

Once the answers look right, start catching the people who are ready to book.

• Auto lead capture grabs a name and number when someone is clearly ready — no form for them to hunt for.
• The proactive form can pop up at the right moment to ask “want us to call you back?” for the visitor who is close but has not asked yet.
• Check where leads land. They show up in your dashboard as they come in. Make sure someone is watching that dashboard, or you are catching leads into an empty room.

Wait until Step 2 looks clean before you flip this on. A lead form on top of shaky answers just captures confused people.

Step 4: Turn on handoff to your team.

Handoff is what keeps the chatbot honest. When it is not sure, it stops and passes the conversation to a human instead of guessing.

• Point it at a real inbox. Zurvo has a team inbox with assignment, notes, and an AI-written summary of each conversation, so whoever picks it up already knows the story. If you are a one-person shop, point it at the email you actually check.
• Decide when it should hand off. For most businesses, “hand off when unsure” is the right default. If you are in a field where a wrong answer is a real problem — legal, medical, anything safety-related — set it to hand off sooner.
• Tell your team it is coming. Make sure someone knows to watch for handed-off chats, the same way they watch the phone.

Your week-one checklist.

Before you call it done, confirm:

• Your key pages are loaded — services, pricing, service area, hours, top questions.
• You tested it with real questions and the answers matched what you would say.
• It abstains when it does not know instead of guessing.
• The lead form is on and leads are landing somewhere someone watches.
• Handoff points at a real inbox and your team knows to check it.

That is the whole job. Setup is five minutes; getting it genuinely useful is an afternoon of feeding it the right pages and asking it real questions.

Ready to set yours up?

Point Zurvo at your website, ask it a few questions, and see how close it gets before you touch a thing. You get 3 days free to try it.

Start your 3-day trial and set yours up this afternoon.