Bots and automations
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
This entry is the map of what Narciso does without anyone pressing a button: it replies to clients in chat, books for them, sends greetings, review requests, reminders and receipts. Each automation has its own entry; here you find the overall picture and the switches.
Contents
What the program does by itself#
| Automation | What it does | When it happens | Switch | For a new business |
|---|---|---|---|---|
| Chat assistant (Matilde) | Replies to clients on Facebook, Instagram, WhatsApp Aziendale and WhatsApp Personale: understands what they want and helps them (The chat assistant) | At every client message, day and night | At least one of the five chat switches (the rows from Prenotazione intelligente to Asta prenotazioni) | On |
| Prenotazione intelligente (Smart booking) | Looks for a slot, books, moves and cancels appointments, recommends services (Prenotazione intelligente) | When the client asks in chat | Prenotazione intelligente | On |
| Infopoint | Gives information about the business, opening hours, price list, staff and the client's own data, such as points (Infopoint) | When the client asks in chat | Infopoint | On |
| Previsione taglio (Haircut preview) | From a photo of the face, prepares three haircut proposals and a short video (Haircut preview (the mirror)) | When the client has doubts about the haircut and agrees | Previsione taglio | On |
| Gestione recensioni (Review management) | Invites happy clients to leave a review on Google and collects criticism (Review management) | Every hour for sales at least 24 hours old; in chat when the client comments | Gestione recensioni | Off |
| Asta prenotazioni (Booking auction) | Proposes a paid slot swap when the desired one is taken (Slot swap (Booking auction)) | In chat, for urgent clients | Asta prenotazioni | Off |
| Gestione compleanni (Birthday management) | Personal discount code and greetings (Birthday, name-day and holiday greetings) | Every day at 08:00 | Gestione compleanni | Off |
| Gestione festività (Holiday management) | Name-day greetings (with a discount) and greetings for holidays such as Christmas or Easter | Every day at 08:05 | Gestione festività | Off |
| Appointment reminder | A message one hour before (Automatic messages to clients) | Every minute it checks who has an appointment within an hour | None | Always on |
| Receipt of the Documento Commerciale | Sends the client the PDF of the receipt (Automatic messages to clients) | Right after a sale with a client | None | Always on |
| Free-slot notice | Notifies whoever was on the waiting list for a service with no slot (Prenotazione intelligente) | Every 30 minutes | None (the requests come from Prenotazione intelligente) | Always on |
| Other tasks | Tax deadlines, Google listing update, WhatsApp contacts (Narciso's automatic jobs) | At night or at intervals | None | Always on |
Automatic messages always go out from the salon's channels: for the client, it is the salon writing. The assistant, if the client asks, says it is a virtual assistant (The chat assistant).
The switches#
They are in Comunicazioni ▸ Impostazioni ▸ Abilita Assistente AI, both in the Comunicazioni page and in the chat column. The detailed description of each box, of who can use them and of what happens when you turn them off is in Comunicazioni settings. Here are the points needed to understand the automations:
- Only the Titolare (owner) can turn them on and off. A Responsabile (manager) or an Operatore (operator) gets «Operazione riservata al Titolare.» (Operation reserved for the Titolare.).
- The switches apply to the whole business: all locations and all channels. There is no switch for a single location, a single channel or a single client.
- Each box saves immediately, without confirmation, and does not record who changed it.
- The five chat switches (Prenotazione intelligente, Infopoint, Previsione taglio, Gestione recensioni, Asta prenotazioni) decide what the assistant can do. If they are all off, the assistant does nothing: messages stay in chat like a normal conversation to be handled by hand.
- Compleanni and Festività are not about the chat: they are daily jobs independent of the other switches.
- Turning a box back on recovers nothing from the past, with one exception: the review requests for the sales of the last few days (Review management).
What does NOT exist#
To avoid wrong expectations:
- No «the day before» reminder. There is only the reminder one hour before, for clients who have agreed to commercial communications (Automatic messages to clients).
- No automatic confirmation when the staff enter or move an appointment from the calendar: the client receives nothing.
- No marketing SMS. The SMS messages Narciso sends are only the code with which the assistant recognises a client (How the assistant recognises or registers a client) and the security code for staff login.
- No public booking page to put on the website or social media: clients book by writing in chat.
- No exclusion for a single client. You cannot say «no greetings for this client» or «no assistant on this chat»: you turn the switch off for everyone, write by hand (the chat goes back to the staff) or block the contact (Muting, banning and deleting a conversation).
- No log of the automations: to check what happened, look at the client's chat, the Calendario (Calendar), the Rubrica (Address book), the Promozioni (Promotions) and Segreteria (How to check what the automations have done).
- No customisation of the assistant's texts or of the automatic messages.
Where to go next#
- How the assistant thinks and when it replies: The chat assistant.
- How it recognises or registers a client: How the assistant recognises or registers a client.
- What to do when something does not go out: the «Cosa fare se» (What to do if) section of each entry, and How to check what the automations have done.