Beauty Salon AI Agent — Setup Guide

This guide walks you through connecting Blaigent to your salon's website, Instagram, and WhatsApp so one agent books appointments, answers FAQs, and handles client messages 24/7 — even when the salon is closed.

What you get

Phase 1 — Dashboard setup

Step 1 — Sign up

1. Go to blaigent.com and click Sign in.
2. Create an account with your salon website URL (e.g. glow-salon.com) and business email.
3. You land in the Dashboard (Agent Studio).

Step 2 — Identity & Brand

1. Open Identity & Brand in the sidebar.
2. Set your Agent name — e.g. "Glow Salon Assistant".
3. Write a Welcome message — e.g. "Hi! I can help you book, reschedule, or ask about our treatments."
4. Choose Tone: Friendly — warm and approachable is the right default for beauty salons.
5. Set your brand color for the web widget.
6. Click Save and use Try it now to preview the agent in your browser.

Step 3 — Knowledge Base

1. Open Knowledge Base.
2. Upload a PDF or document with your service menu, pricing, and opening hours.
3. Add your cancellation policy as a document or typed entry (e.g. "Cancel or reschedule at least 24 hours in advance").
4. Add Q&A pairs for common questions — e.g. "Do you offer gel nails?" → "Yes, gel manicures start from £35."

Step 4 — Workflows

1. Open Workflows.
2. Click the Appointment booking template.
3. The agent's goal is set to book, reschedule, and confirm appointments — and to escalate to a human when needed.
4. Optionally customise the goal in Identity: "We are a beauty salon; book slots for cuts, colour, facials, and nails."

Step 5 — Connect Google Calendar

1. Open Integrations.
2. Click Connect Google Calendar and sign in with the Google account that holds your salon calendar.
3. The agent will now read availability and create, update, or cancel events.

Step 6 — Website chat widget

1. Open Channels → Website.
2. Copy the embed code (one <script> tag).
3. Paste it before the closing </body> tag on your website — or ask your web developer to do it.
4. The chat widget appears on every page of your site immediately.

Phase 1 (continued) — Instagram and WhatsApp

Connecting Instagram

1. In the dashboard, open Integrations → Instagram. Note your exact Webhook URL (e.g. https://your-blaigent-url/webhooks/instagram).
2. Go to Meta for Developers and open your app (or create one).
3. Add the Instagram Messaging product and connect your Instagram Business or Creator account.
4. Under Messaging → Settings, set the Callback URL to the Webhook URL from the dashboard.
5. Set the Verify token to blaigent_verify (or the token shown in your dashboard).
6. Subscribe to messages and messaging_postbacks events.
7. Generate a long-lived Page Access Token and enter it in your Blaigent dashboard.

Once verified, all Instagram DMs to your account are handled by your Blaigent agent.

Connecting WhatsApp (Twilio)

1. In the dashboard, open Integrations → WhatsApp. Note your Webhook URL.
2. In your Twilio Console, go to Messaging → WhatsApp Senders.
3. Set the When a message comes in webhook to your Blaigent Webhook URL (HTTP POST).
4. Your Blaigent admin sets TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, and TWILIO_WHATSAPP_NUMBER in the environment.
5. Test by messaging your WhatsApp number — the agent should reply within seconds.

How it works for clients

• Website: A visitor asks "Can I book a cut for Saturday?" — the agent checks Google Calendar and either confirms the slot or offers the next available time.
• Instagram: A client DMs "Do you have anything Tuesday afternoon?" — the agent responds with real availability.
• WhatsApp: Same as Instagram — the same agent brain, the same memory, the same calendar.
• After hours: Clients can book at 11pm for next week. The agent confirms immediately; the appointment appears in your Google Calendar.
• Cross-channel memory: A client who booked on WhatsApp is recognised on Instagram — no need to repeat name or service preference.

Phase 2 — Optional add-ons

Phone & SMS (Twilio Voice)

Add voice so clients can call your number and speak to the same agent. Add SMS for booking confirmations and appointment reminders. See the Multi-channel setup guide for Twilio Voice webhook configuration.

Waitlist management

When a client cancels, the agent can offer the freed slot to waitlisted clients via WhatsApp or SMS. Ask your Blaigent account manager to enable the waitlist flow.

Follow-up reminders

Set automated reminder messages — e.g. "Your appointment is tomorrow at 2pm" — sent by WhatsApp or SMS. Configure in Workflows → Reminders in the dashboard.

Setup summary