Guides, best practices and tips — whether you're just getting started or looking to improve.
You don’t need to rebuild anything. Your agent attaches to the tour you already publish — no new embed code on your site, no plugin, no changes to the visitor URL.
[email protected] at viewer level — no editing rights needed.Your free first month gives you 500 minutes of live conversation across as many sessions as you want. Use it the way a real visitor would — not the way a tester would. The agent learns more from realistic questions than from edge cases.
Treat the first session like a real prospect: enter cold, ask the question you’d ask if you didn’t already know the answer. Watch where the agent navigates, where it stalls, what it picks up on.
Room mapping is what turns the agent from "answers questions" into "moves visitors through the tour." Each tag in your Matterport model becomes a destination the agent can navigate to on request — "show me the rooftop terrace" should physically take the visitor there.
Mapping works in two layers. The physical layer is the Matterport tag. The semantic layer is what visitors actually call that space — guests don’t say "Tag #4," they say "the room with the view."
Your agent is only as sharp as the data behind it. The trial agent ships with generic answers; once you upload real pricing, availability rules, room specs, policies and FAQs, it starts speaking like someone who actually works at your business.
Upload the exact documents your sales team would hand a serious prospect. Brochures, rate cards, floor plans, terms. The agent ingests PDF, DOCX, plain text and structured CSV. Anything you wouldn’t share with a prospect, don’t upload — it can surface.
The descriptions you write for rooms, products and spaces shape how the agent talks about them. Marketing copy and agent training data are not the same thing — your website hero copy is for humans skimming; agent data is for an AI that gets asked direct questions.
Auto-scrape pulls data directly from URLs you specify — your own website, an availability widget, a partner’s product page. Set the source once, choose a refresh interval, and the agent stays current without you re-uploading.
Best for fast-moving data: live pricing, calendar availability, in-stock status, weekly promotions. Worst for static data — for that, an upload is more reliable and less brittle.
Voice is the first impression. Before a visitor parses a single word, they’ve already decided whether they’re talking to a serious operator or a gimmick. The wrong voice — too cheerful for a luxury hotel, too clipped for a family-run B&B — undoes the rest of the work.
The system prompt sets the agent’s personality — formal vs. casual, helpful-hostly vs. concierge-precise, talkative vs. economical. Most defaults are fine. The places where tuning matters are the edges: how it greets, how it handles "I don’t know," how it pushes toward conversion without pushing too hard.
Define what the agent should refuse to discuss before it gets asked. Pricing for confidential corporate clients. Availability of specific suites you only sell direct. Pre-launch products. Competitor comparisons. The agent will follow these rules verbatim.
The agent is most valuable at the moment a visitor decides to act. If your booking flow is two clicks away, conversion drops every step. Connect the agent to your booking engine — Mews, Cloudbeds, SimplyBook, your own iframe, a Calendly — so it can either complete the action inline or hand off cleanly.
The dashboard surfaces every conversation, every signal, every drop-off. Most operators look at the conversion rate and stop there. The conversion rate is downstream — the upstream metrics tell you why it’s the number it is.
Conversion rate isn’t static. The default agent converts somewhere — your job is to push that number up by 30-50% with deliberate iteration. Each change is small; the compound effect over weeks is the difference between "interesting tool" and "indispensable channel."