AI Agent - Complete Documentation & Training Guide

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What is AI Agent?

Your business's smartest employee that never sleeps

AI Agent is a custom-trained artificial intelligence assistant that lives on your website and represents your business perfectly. Unlike generic chatbots that give robotic, unhelpful responses, your AI Agent is trained specifically on YOUR business—your services, pricing, hours, policies, and unique value proposition.

The result? A virtual team member that can handle customer inquiries, qualify leads, answer complex questions, and even book appointments—all while you sleep. Studies show that businesses responding to leads within 5 minutes are 21x more likely to close the sale. Your AI Agent responds in seconds.

24/7

Always Available

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Response Time

∞

Simultaneous Chats

100%

Lead Capture Rate

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Real Results: Businesses using AI Agent report an average 40% increase in qualified leads and 60% reduction in time spent answering repetitive questions.

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What AI Agent Can Do

A complete virtual assistant for your business

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Answer Questions Instantly

Responds to customer inquiries about your services, pricing, hours, location, and policies—with accurate, personalized information.

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Capture & Qualify Leads

Collects visitor contact information naturally during conversation and asks qualifying questions to identify hot prospects.

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Schedule Appointments

Helps visitors book consultations, appointments, or demos by guiding them through your availability and collecting necessary details.

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Provide Quotes & Estimates

Gives ballpark pricing or guides customers through your quote request process based on your pricing structure.

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Handle Support Queries

Addresses common customer service questions, troubleshooting steps, and directs complex issues to the right team member.

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Make Recommendations

Suggests the best products or services based on customer needs, helping guide them to the right solution.

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See It In Action

A real conversation with your AI Agent

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Smith's Plumbing AI Assistant

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Hi, I have a leaky faucet. Do you guys fix those?

Absolutely! Leaky faucets are one of our most common repairs. We can usually fix them in under an hour. 💧 Are you experiencing a constant drip, or does it only leak when the water is running?

It's a constant drip, pretty annoying actually

I totally understand—that constant dripping sound (and wasted water!) can drive you crazy. The good news is this is usually a simple fix involving the washer or cartridge. Our service call for faucet repairs is $89, which includes the first 30 minutes of labor. Most faucet repairs are completed within that time. Would you like me to help you schedule an appointment?

Yes please, what times do you have available?

Great! We have openings tomorrow (Tuesday) at 9am, 11am, or 2pm. We also have Wednesday morning slots available. Which works best for your schedule? And I'll just need your name, address, and phone number to get you booked!

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Notice how the AI Agent: Answers the question directly, asks qualifying questions, provides specific pricing, and guides toward booking—all while maintaining a friendly, helpful tone that matches the business personality.

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How AI Agent Is Trained

Custom knowledge built specifically for your business

Your AI Agent isn't generic—it's trained specifically on YOUR business information. During setup, we analyze your website content, services, pricing, FAQs, and any additional information you provide. The result is an AI that knows your business as well as your best employee.

business Business Information

check_circle Company name, location, and contact details
check_circle Business hours and holiday schedules
check_circle Service areas and coverage zones
check_circle Company history and values

inventory_2 Products & Services

check_circle Complete service/product catalog
check_circle Pricing and packages
check_circle Features and benefits
check_circle Comparison with alternatives

policy Policies & Procedures

check_circle Booking and cancellation policies
check_circle Payment methods accepted
check_circle Warranties and guarantees
check_circle Return/refund policies

help FAQs & Common Questions

check_circle Frequently asked questions
check_circle Common objections and responses
check_circle Troubleshooting guides
check_circle Industry-specific knowledge

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Keep It Updated: You can update your AI Agent's knowledge anytime through your dashboard. Adding new services? Changed your pricing? Just update the training data and your AI Agent will immediately know the new information.

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Industry Use Cases

See how different businesses use AI Agent

Home Services

Plumbers, HVAC, Electricians

Handle emergency calls, provide service estimates, and book appointments without missing a single lead—even at 2am.

Example Questions Handled

chat_bubble "Do you offer 24/7 emergency service?"
chat_bubble "How much does it cost to replace a water heater?"
chat_bubble "Can someone come out today?"

Healthcare

Dental, Medical, Chiropractic

Answer insurance questions, explain procedures, and help patients schedule appointments based on availability.

Example Questions Handled

chat_bubble "Do you accept Delta Dental insurance?"
chat_bubble "How long does a teeth cleaning take?"
chat_bubble "Are you accepting new patients?"

Legal Services

Law Firms & Attorneys

Qualify potential clients, explain practice areas, and schedule consultations while maintaining professional boundaries.

Example Questions Handled

chat_bubble "Do you handle personal injury cases?"
chat_bubble "What's the cost of an initial consultation?"
chat_bubble "How long does a divorce typically take?"

Real Estate

Agents & Property Managers

Answer property questions, schedule showings, and capture buyer/seller leads around the clock.

Example Questions Handled

chat_bubble "Is the property at 123 Main St still available?"
chat_bubble "What's the average home price in this area?"
chat_bubble "Can I schedule a showing for this weekend?"

Professional Services

Accountants, Consultants, Agencies

Explain service offerings, provide pricing information, and book discovery calls with qualified prospects.

Example Questions Handled

chat_bubble "What's included in your monthly bookkeeping package?"
chat_bubble "Do you work with small businesses?"
chat_bubble "Can you help with tax planning?"

Retail & E-commerce

Shops & Online Stores

Answer product questions, check availability, explain shipping policies, and guide customers to the right products.

Example Questions Handled

chat_bubble "Do you have this in size large?"
chat_bubble "What's your return policy?"
chat_bubble "How long does shipping take?"

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Installation & Setup

Get your AI Agent live in minutes

1

settings We Configure Your Agent

Based on your business information and website content, we train your AI Agent with all the knowledge it needs to represent your business perfectly.

2

tune Customize Appearance

Choose colors, avatar, welcome message, and conversation style that match your brand. Make it feel like a natural part of your website.

3

integration_instructions Add to Your Website

Copy and paste a simple code snippet into your website. That's it! Your AI Agent is now live and ready to help visitors.

4

monitoring Monitor & Improve

Review conversations, see what questions are being asked, and continuously improve your AI Agent's responses over time.

Website Embed Code

Simply paste this code before the closing </body> tag on your website:

<!-- AI Agent Widget -->
<script src="https://cdn.rankingmastery.com/agent/widget.js"></script>
<script>
  RMAgent.init({
    businessId: 'YOUR_BUSINESS_ID',
    primaryColor: '#af52de',
    position: 'bottom-right'
  });
</script>

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Your unique business ID and customized embed code are available in your RankingMastery dashboard under AI Agent → Installation.

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Customization Options

Make your AI Agent uniquely yours

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Brand Colors

Match the chat widget to your website's color scheme. Choose primary and accent colors that feel native to your brand.

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Avatar & Name

Give your AI Agent a name and avatar. Use your logo, a team photo, or a friendly icon that represents your business.

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Welcome Message

Customize the greeting visitors see when the chat opens. Set the tone and let them know how you can help.

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Conversation Style

Professional, friendly, casual, or formal—choose a communication style that matches your brand voice.

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Widget Position

Place the chat widget in the bottom-right, bottom-left, or as a full-page experience based on your preference.

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Lead Notifications

Get instant email or SMS notifications when your AI Agent captures a new lead or escalates a conversation.

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AI Agent vs. Traditional Options

See why AI Agent is the smart choice

Feature	AI Agent	Human Receptionist	Basic Chatbot
Available 24/7/365	✓ Always	✗ Limited hours	✓ Always
Handles Complex Questions	✓ Yes	✓ Yes	✗ Scripts only
Learns Your Business	✓ Fully trained	✓ Over time	✗ Generic responses
Simultaneous Conversations	✓ Unlimited	✗ One at a time	✓ Unlimited
Monthly Cost	✓ Included	$3,000-5,000+	✓ $50-200
Never Calls in Sick	✓ 100% reliable	✗ Human needs	✓ 100% reliable
Natural Conversation	✓ AI-powered	✓ Human touch	✗ Robotic

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Frequently Asked Questions

Everything you need to know about AI Agent

help What if the AI Agent can't answer a question?

If your AI Agent encounters a question it's not confident about, it will acknowledge that and offer to collect the visitor's contact information so a team member can follow up personally. You can also set up escalation rules to notify you immediately when this happens.

help Can I see what conversations are happening?

Absolutely! Your dashboard includes a full conversation log where you can review every chat. You can see what questions are being asked, how the AI Agent responded, and whether leads were captured. This helps you identify common questions and improve your AI Agent over time.

help How do I update my AI Agent's knowledge?

You can update your AI Agent's training data anytime through your dashboard. Adding a new service? Just add it to the knowledge base. Changed your pricing? Update it and your AI Agent will immediately know the new information.

help Will visitors know they're talking to AI?

That's up to you. Some businesses prefer transparency and introduce the agent as "AI-powered." Others simply present it as an assistant. The AI Agent responds so naturally that many visitors don't realize—or don't care—that it's AI. What matters is getting their questions answered quickly.

help Can the AI Agent book appointments directly?

Yes! The AI Agent can guide visitors through your appointment booking process, collecting all necessary information. If you have calendar integration enabled, it can even show available time slots and confirm bookings automatically.

help What languages does AI Agent support?

AI Agent can communicate in multiple languages including English, Spanish, French, German, Portuguese, and many more. If a visitor writes in Spanish, the AI Agent will respond in Spanish—automatically.

help Does it work on mobile devices?

Yes! The AI Agent widget is fully responsive and works beautifully on smartphones, tablets, and desktop computers. The chat experience is optimized for each device size.

Ready to Never Miss Another Lead?

Your AI Agent is included with your RankingMastery subscription. It's already trained on your business and ready to go live on your website.

rocket_launch Activate AI Agent play_circle Watch Demo