Documentation
Chapters of the guide

Bot and automations

The assistant that answers in chat, books, reminds and sends greetings.

  • Bots and automationsEverything Narciso does by itself for the salon and for clients (chat assistant, haircut preview, reviews, greetings, reminders, receipts, night jobs), with the switches that turn it on and what does not exist.
  • The chat assistantHow the assistant that replies to clients in chat works (its name is Matilde): on which channels, when it replies and when it stays silent, what it understands, how much it remembers, how to take a conversation back and what it never makes up.
  • How the assistant recognises or registers a clientThe steps the chat assistant follows to work out who is writing: automatic link on WhatsApp, search by first name and surname, verification code by SMS, or registration of a new client with the signing of the notice. Attempts, errors and what the staff see.
  • Prenotazione intelligenteHow the chat assistant books, moves and cancels clients' appointments, what must be in place in the program for it to do so, what happens when there is no slot (nearest day, similar service, waiting list) and how to check the result.
  • InfopointThe questions the chat assistant answers by itself (about the business, the price list, the staff and the client's own data such as loyalty points), how a card is created in chat and what it never does.
  • Haircut preview (the mirror)How the chat assistant prepares three haircut suggestions and a short video from a photo of the face: consent, photo check, timing, one video per season, daily limits, what the client receives and when the photo and video are deleted.
  • Review managementHow Narciso asks clients for a Google review after the visit, how the chat assistant receives compliments and complaints and alerts the owner to unhappy clients, which conditions are needed and why sometimes nothing is sent.
  • Birthday, name-day and holiday greetingsHow Narciso sends greetings to clients by itself: birthday (every day at 08:00), name day and general holidays (at 08:05), with the personal 15% discount code valid for 30 days; who receives them, the texts, the conditions and why they sometimes do not go out.
  • Automatic messages to clientsWhich messages Narciso sends to clients by itself (reminder one hour before, receipt, greetings, review requests, notices), on which channel it sends them, to whom, and which messages do not exist (no confirmation if the staff enter the appointment, no day-before reminder).
  • Narciso's automatic jobsThe tasks Narciso carries out by itself, with no screen and no messages to clients (tax deadlines at 05:00, Google listing update at 02:00, clean-up of bot conversations, renewal of links, update of WhatsApp contacts, closing of KlimaCard payments), with their times.
  • Privacy and consents in the automationsWhich client data the chat assistant, the haircut preview and the automatic messages use, which consents are needed and where they are recorded, how long data is kept and what the salon should know and tell its clients.
  • How to check what the automations have doneThere is no «Automazioni» page: where to look to find out what the assistant wrote, which chats are waiting for a person, which appointments and clients it created, which discount codes were sent and what is not visible anywhere.
  • Slot swap (Booking auction)How the chat assistant frees an already taken slot for an urgent client: €5 surcharge, request to the person occupying it, €2 voucher, timings, channels, how it is collected at the Cassa and how to turn it on.