Frequently asked questions
Short, honest answers. Anything missing — ask us and a person replies within one working day.
General
Does it work with my CRM and other tools?
Yes. Direct connectors for HubSpot, Salesforce, Pipedrive, Zoho, Google and Microsoft calendars, Teams, Slack, Google Sheets, ServiceM8 and Street.co.uk - and 7,000+ more apps through Zapier and Make. Every call, lead, booking and ticket lands where your team already works.
Is it one agent or four different bots?
One. Your business information, services, FAQs and rules are set up once and used on every channel. Each channel keeps its own controls — for example, which emails need approval before they go out.
Can it actually book appointments?
Yes, on every channel. On the phone, by email, SMS, WhatsApp and webchat it checks live availability in Google Calendar, Microsoft 365 or your scheduling tool (ServiceM8 or a signed webhook), offers real slots and books by your rules. Prefer to keep bookings in a tool like Calendly or Square? It shares your booking link instead.
What happens when someone needs a person?
On a call, a warm transfer: your team member hears a short briefing before the caller is connected. On text channels the conversation is handed to your Inbox and your team is alerted. Complaints, cancellations, refunds and legal matters always go to a person.
Does it keep my number and my email address?
Yes. Divert your existing number (or connect your PBX/SIP), and forward your existing mailbox. Email replies can be sent from your own domain once you add two DNS records.
How does the free trial work?
14 days, no card and no obligation. Plan limits don't apply during the trial so you can try everything. Cancel in a click from Billing.
Voice
Will callers know it's an AI?
Yes — your greeting and recording announcement make it clear. Callers can interrupt at any time, just like a person.
Do I need a new number?
No. Divert your existing landline or mobile (always, when busy or after a few rings), or connect your PBX/SIP trunk. New UK numbers are available if you want one.
What if nobody picks up a transfer?
The caller is told, a callback ticket is logged with everything captured, and your team is alerted. A promised transfer is never left hanging.
Does it read my whole inbox?
No. Only the mailbox you choose to forward, and only new inbound messages.
Can I check replies before they go?
Yes — set a topic to 'approve first' and the draft waits in your Inbox. Sensitive topics always wait for a person.
What if it doesn't know the answer?
It says so, asks for the detail it needs or passes the thread to your team with a ticket. It doesn't invent prices or promises.
Messaging
Do I need a WhatsApp Business account?
Yes — you connect your WhatsApp Business number to ParlioTec. We walk you through it in Set up → Messaging channels.
Can customers opt out?
Yes. STOP is honoured automatically for SMS, and do-not-contact flags apply across channels.
Are messages metered?
Each plan includes a bundle of SMS; WhatsApp conversations and webchat are counted as messages on your usage page.
Webchat
Can webchat book appointments directly?
It answers availability questions and shares your booking link or raises a ticket for your team to confirm. Direct diary booking is a phone feature today.
Does it work on mobile sites?
Yes — the widget is responsive and the voice option uses the browser microphone with permission.
Will it make things up?
No. It answers from your FAQs and configuration; if it doesn't know, it says so and offers to pass the question on.
Bookings & workflows
Can each service have its own appointment location?
Yes — per service you can set your premises, the customer's address, a phone call or a video call with a Meet/Teams invite.
How many slots does it offer?
You choose — the default is three, after asking the caller which day suits.
What goes in the calendar event?
Service, customer phone, address, what they need, caller ID and a link to the call recording.
Inbox & insights
Is this just call logs?
No — it's demand, resolution, transfer quality, team utilisation, revenue and missed-revenue views, with forecasts for the week ahead.
Can my team get alerts?
Yes — by email, SMS, Teams or Slack for new leads, urgent tickets, approvals and handoffs.
Can I see why the agent did something?
Yes — call explainability shows the rule or FAQ behind each decision, next to the transcript.
Be there for every customer conversation.
One AI agent, connected to the channels your customers already use. 14 days free — no card, no obligation.