Set Up Your Virtual Front Desk Agent in 5 Steps | IMCeleste
Quickstart

You can have Celeste working for you by this afternoon.

Five steps take you from an empty calendar to replies and bookings you'd be happy to send. None of it goes live until you've watched it work.

Set up Celeste in five steps

01

Connect a channel

a minute or two

Add one line of code to your site for web chat. Or forward your email address to a private inbox Celeste creates just for your workspace. The forwarding is a setting in your own email provider, like Gmail or Microsoft 365. Celeste never asks for your password or a sign-in. Text messaging comes with Launch and above. You get a business number your customers can text, and your reminders go out from it, after a one-time activation and carrier registration. Either way, nothing goes out until you say so.

You'll see Your channel connected, a green light, and the first messages coming in. No password handed over.

02

Set up your business details

about fifteen minutes

The Business Profile walk-through asks a few questions. What kind of work you do. Whether you book appointments. Your time zone. Your services and how long each takes. Your hours and who takes bookings. Which follow-ups you want. Where a new lead should go. Intake questions, prices and your payment link each have their own page in Setup, about a minute each. Each follow-up kind is off until you turn it on.

You'll see A Calendar ready to take a booking, your services and hours in place, and a Follow-ups page with each kind waiting for your switch.

03

Give Celeste your answers

ten minutes

Type your FAQ. Upload the documents you already keep. If you have old customer emails, share those too, and Celeste reads how your team actually handles things. None of it is required to start. A trade or a clinic rarely has an archive of old tickets. Whatever you write today wins over anything learned from old threads.

You'll see Counts of documents, answers and conversations going up as the agent reads them, and the topics it found in your material.

04

Set the voice and your limits

ten minutes

Give Celeste a name and a sign-off, plus a short list of things you never want a customer to hear. Then set your hard limits in plain sentences. For example, never book outside these hours. Ask me first on any estimate over five hundred dollars. Check with a person before any refund over a couple hundred dollars. Those limits hold on every reply and every action, no matter how confident the agent is.

You'll see A tone you can adjust, a never-say list, and limits that never move.

05

Pressure test

as long as you like

There's a private chat where you play the difficult customer. Ask for Thursday after 5 and watch Celeste offer, confirm and book in private. Ask the hardest questions your customers ask. See what sources it uses and how it hands off. Nobody real is on the other end, but it's the same engine that runs live. What you see is the real thing.

You'll see The answer given, the sources behind it, the slot it would have booked, with nothing sent and nothing held.

After launch

What keeps working once you're live.

Turn on one job at a time

Booking first, then reminders, then leads, in whatever order you need. Each topic moves up as it proves itself. You can pull any of them back the second you change your mind.

One queue for anything that needs a person

Whatever needs a person waits in one shared Inbox with the conversation attached. A single teammate claims each item, so no customer ever gets answered twice.

Celeste keeps getting better

When your team fixes a draft, that fix becomes a lesson you sign off on. Change a price or a policy and the answers change with it. A little better every week, and you always see what changed.

You can always see the numbers

The Today page opens on what needs you right now. Appointments, new leads and follow-ups due. Your spend and connection health are a glance away. Nothing is hidden.

The bill

You only pay for the conversations Celeste handles.

No per-seat fees. No charge for the replies your team writes themselves, or for drafts that never send. A conversation counts once, whether Celeste sent the reply on its own or a teammate approved it with one click. A booking, a lead or an intake is part of the conversation it happened in.

Free
  • Every reply your team writes themselves
  • Handoffs and escalations
  • Drafts that never send, and all the practice
  • Every reminder, confirmation and follow-up (texts come out of your plan's text allowance)
Get started

Try it on your own business.

Start free, set up your hours and services, and connect your first channel. Celeste practices in private until you turn on each job, so nothing reaches a customer while you're getting set up. No card to begin. Stuck on a step? A real person will help, usually within a day.