SmartBizAssist Frequently Asked Questions

SmartBizAssist is a business communication and automation platform that can handle supported website chats and phone calls, capture leads, assist with appointment requests and organize customer information in a CRM.

It is intended primarily for small and growing businesses that receive repeatable customer inquiries and need faster responses, better lead capture or more organized follow-up.

No coding is required for most standard configurations. You should understand your business services, customer questions and escalation process so the system can be configured accurately.

Some setup tasks can be completed by the customer using approved business information and available guidance. Additional onboarding or done-for-you assistance may be available and may involve separate fees.

You may need to provide business hours, services, service areas, contact information, common questions, policies, appointment rules and escalation contacts.

Available channels may include website chat, phone, SMS or selected digital messaging services. Channel availability depends on your plan, integration and configuration.

Voice-enabled plans can support an AI receptionist for approved incoming calls. Phone configuration and available functions depend on your carrier and selected setup.

In most cases, yes. Calls may be forwarded or routed according to the available phone configuration. Confirm the proposed call flow before activation.

Yes, when an appropriate calendar, availability and booking rules are connected and tested.

Available plans may include CRM tools for contacts, leads, pipelines, tasks, conversations and reporting. Included functions vary by plan.

Selected third-party integrations may be available. Confirm compatibility, implementation requirements and additional costs before purchasing.

Yes, supported workflows can allow staff to review, continue or follow up on interactions. Voice calls may use transfer, escalation, message or callback rules.

It should acknowledge that human help is needed, collect appropriate contact information and notify your team. Unanswered questions can then be reviewed and added to the approved knowledge.

Compare the channels, usage limits, chatbots, voice minutes and CRM functions included in each plan. Contact SmartBizAssist when your requirements involve multiple locations or custom integrations.

Optional onboarding, custom configuration, integrations, phone setup or content preparation may cost extra. All applicable fees should be confirmed before implementation begins.

You may need to purchase additional usage or upgrade your plan. Confirm overage rates and notification procedures before launch.

You may cancel subject to the applicable billing cycle and service terms. Charges already incurred and outstanding obligations remain payable.

Payments are generally non-refundable unless a different arrangement has been confirmed in writing. Review plan suitability and implementation requirements before purchase.

No. The platform is designed to improve response and organization, but it does not guarantee leads, sales, bookings or revenue.

You retain ownership of your business data. SmartBizAssist and its service providers may process the information as needed to provide the selected services.

Not necessarily. Data may be processed or stored outside Canada by SmartBizAssist or connected service providers. Review the Privacy Policy and confirm any data-location requirements before use.

The current Privacy Policy states that SmartBizAssist does not sell personal data. Information may be shared with service providers, payment processors or legal authorities where required.

The business using SmartBizAssist is responsible for obtaining the consent required for its messages, calls, recordings and marketing communications. This includes compliance with CASL and other applicable laws.

No. AI outputs can be incomplete, inaccurate or outdated. Businesses are responsible for providing accurate source information, testing the system and maintaining appropriate human oversight.

No. The platform should not be used as a substitute for qualified medical, legal, financial or other regulated professional advice.

Use the published contact method to submit a privacy request. Some requests may be subject to identity verification, legal obligations or permitted retention requirements.

Existing customers should use the support channel provided with their account or service agreement. Include the affected function, time of the problem, error message and steps already attempted.

Update the approved knowledge source or account configuration and test the affected questions before relying on the change. Remove conflicting or outdated information.

SmartBizAssist does not guarantee uninterrupted service. Businesses should maintain an appropriate backup process for important calls, messages and customer requests.

Yes, available plans and usage can be reviewed when your inquiry volume, locations, team or automation requirements increase.

Save the conversation details, stop the affected response where appropriate and submit the example through the designated support channel. Correct the underlying information and test the revised answer before returning it to live use.