Knowledge Base
Product usage guides for the AptaBook platform.
How-to guides for training your agent, embedding chat, voice and WhatsApp, calendars, booking pages, automations, and CRM integrations.
- Go-live checklist for first bookings - The order we recommend when a new org wants chat live today and phone soon after - without skipping calendar truth.
- Train on websites and documents - How crawl + uploads feed every channel - and how to spot stale content before customers do.
- Embed the chat widget - Snippet install, mobile check, CSP traps, and how to tell booking failures from chat failures.
- Set up inbound voice - Get a business phone number, short greeting, handoff rules, and the after-hours test call you should not skip.
- WhatsApp setup without carrier risk - Enable WhatsApp the way your market already messages, stay inside platform rules, and keep quiet hours honest.
- Call Me Now callback widget - Where to place the button, what must already work on voice, and how to QA the outbound leg before a campaign.
- Connect Google or Microsoft calendars - OAuth, provider mapping, busy-block checks, and the mistakes that create ghost availability.
- Public booking page setup - Find the org URL, what visitors choose, form-field traps, and why you still want chat beside the link.
- Multi-location and multi-provider setup - How to model offices and people so the agent books the right chair - and how to catch ghost hours early.
- Reminders and follow-ups - What to enable first, quiet hours, copy that doesn’t sound salesy, and how to tell a recipe is too aggressive.
- Webhooks and HTTP tools - Push appointment events out, let the agent call your API mid-conversation, and keep staging away from production writes.
- Connect HubSpot or Zoho CRM - OAuth with the right admin, deliberate field mapping, and the one test booking that tells you sync actually works.
- Weekly conversation review - Which inboxes to open, how to translate failure patterns, and how to turn misses into knowledge or routing fixes.