Help & FAQ

Lumobot is an AI website chatbot built for local businesses. It answers customer questions on your website 24/7, captures leads, and hands off to your team when needed. It trains on your website automatically, plus whatever FAQs, services, and insurance info you add. Works on any website — WordPress, Squarespace, Wix, Shopify, Webflow, or custom.

You get 14 days free, no credit card required. During the trial every feature of the plan you chose is available. If you don’t subscribe before day 14 Lumobot stops responding to visitors until you do — no lost data, just paused. You can upgrade, downgrade, or cancel at any time from your billing settings.

Five to ten minutes. We scrape your website to pre-fill your business info, then you review and add any FAQs specific to your practice. Paste one line of code on your site (we have step-by-step guides for every major platform). If you’re not technical, reply to your welcome email and we’ll install it for you at no charge.

A few sources stack together: (1) the content scraped from your website, (2) the services, hours, and insurance you fill in during onboarding, (3) any custom FAQs you add, (4) any documents you upload to the Pro knowledge base. You can see exactly what Lumobot knows about your business at Dashboard → Bot Knowledge. If an answer is wrong or missing, add a custom FAQ — Lumobot will use it on the next visitor’s conversation.

English and Spanish out of the box, and it auto-detects which language a visitor is writing in. Lumobot will respond in their language even mid-conversation. For bilingual practices we recommend setting your preferred language to “bilingual” in Chatbot Config so the greeting adapts too.

The embed code goes before the closing </body> tag on every page you want Lumobot to appear on. You’ll find the exact code in Dashboard → Widget & Embed, along with platform-specific step-by-step guides for WordPress, Squarespace, Wix, Webflow, Shopify, GoDaddy, HubSpot, and custom HTML sites. If your host isn’t listed, email us the platform name and we’ll walk you through it.

Check your dashboard home or Widget & Embed page. There’s a status badge that reads “Widget detected on yoursite.com · 2m ago” once your site loads successfully. If it still says “not detected yet” after you’ve pasted the code, try visiting your live site in a new tab — detection fires on page load.

Yes — free. Reply to any email from us with the login for your website editor (or just grant us temporary admin access) and we’ll paste the code for you. Turnaround is usually same day.

On the Standard plan, one business gets one widget and it can go on multiple pages of the same site. If you run multiple locations or brands with separate websites you’ll want the Pro plan’s multi-location support — each location gets its own bot knowledge and analytics. Manage them at Settings → Locations.

They’ll both show up. Lumobot lives in a Shadow DOM so its styles are completely isolated, and the two bubbles can share a screen — but two chat bubbles on one site is a bad visitor experience. We’d recommend uninstalling the other before rolling out Lumobot. Our comparison page explains why customers switch.

Go to Dashboard → Chatbot Config. There are tabs for business info, services, hours, insurance accepted, custom FAQs, topics to avoid, and more. Changes take effect on the next conversation. For a read-only view of everything Lumobot knows about your business, see Bot Knowledge.

Chatbot Config → Custom FAQs → Add. A good FAQ is one specific question-and-answer pair, not a paragraph. Example question: “Do you take CareCredit?” Answer: “Yes — we partner with CareCredit and offer in-house payment plans for larger treatments.” Every FAQ you add reduces the chance Lumobot has to say “I don’t have that info.”

Business Info → Re-scrape website. Lumobot will re-read your public site and update the background content it falls back to. Your manually-entered services, hours, and FAQs won’t be overwritten.

Yes — that’s Strict Answer Mode, a Pro feature. When on, Lumobot only uses your custom FAQs and structured config (services, hours, insurance). For anything else it hands off to your phone/email. Useful for compliance-focused practices that want tight control over AI output.

Yes, Pro plans include a knowledge base. Two paths: upload a file (PDF, TXT, CSV, or Markdown — up to 5MB, 10 docs total) or paste a URL(your FAQ page, services page, pricing page) and we’ll fetch + parse the page automatically. Lumobot references them when a question maps to their content. Go to Dashboard → Knowledge Base.

Every Monday we email you a weekly report that includes a “Questions Lumobot couldn’t fully answer” section. Add a custom FAQ for each one to close the gap. You can also see the live signal inside the dashboard as flagged responses.

Yes. On the Leads page, tick the checkbox next to each lead (or the “Select all on this page” checkbox up top). A bulk-actions bar appears with all four status buttons — click one to flip every selected lead at once (capped at 200 leads per click). Useful for marking 20 cold leads as “Lost” without 20 separate dropdown clicks.

On the Leads page, click the “Add note” button on any lead card. An inline textarea expands — type your note (“left voicemail Tuesday, prefers afternoons”, “asked about Invisalign pricing”) and it auto-saves after a brief idle pause. No Save button to remember. The pill turns amber so you know at a glance which leads have notes.

Standard ($99/mo) includes the core AI chatbot, lead capture, Spanish, unlimited conversations, and a white-labeled email digest (SMS coming soon — pending carrier verification). Pro ($199/mo) adds live human handoff, custom branding (your avatar + bubble), knowledge base for PDFs, Strict Answer Mode, A/B testing, multi-location, and white-label widget name. Full comparison on the pricing page.

Dashboard → Billing → “Cancel subscription”. You keep access until the end of your current billing period. We don’t hide the cancel button or make you email support.

Yes — 14-day satisfaction guarantee. If you cancel within 14 calendar days of your first paid charge(not your free-trial signup date), reply to that receipt email and we’ll refund the full charge. After that we don’t prorate partial months, but you can cancel anytime and keep access until the period ends. If you upgrade Standard → Pro (or vice versa), the 14-day window doesn’t reset — the upgrade is prorated to the day instead, and a downgrade applies a prorated credit to your next bill.

Anytime, both directions. Upgrades are prorated (you only pay the difference for the rest of the current period). Downgrades take effect at the end of your current period so you keep paid-for access. Dashboard → Billing → “Change plan”.

We try the card again after a few days and email you each time. If it still fails after three tries the subscription pauses and the widget stops responding to visitors. Add a new card from Dashboard → Billing → “Update payment method” to resume.

Settings → Billing → “Invoices” section. Your last 12 invoices are listed in-app with one-click PDF download for your accountant + a link to the Stripe-hosted invoice page. Going further back? Click “Manage Subscription” to open the full Stripe customer portal.

Settings → Billing → “Usage this period” section. Live counts of conversations, leads captured, messages, and knowledge-base documents for your current billing window. Pricing is flat — there are no usage limits to hit — this is for your own awareness of how busy the bot has been.

Lumobot is not currently marketed as HIPAA compliant and we do not sign Business Associate Agreements. Instead, the product is designed as a privacy-first front-desk assistant that minimizes PHI exposure: it doesn't ask about symptoms, diagnoses, or medical history, never gives medical advice, and is instructed to redirect clinical questions to scheduling or to your front office. Healthcare practices use Lumobot for the same reasons other local businesses do — answering FAQs, capturing leads, and handling after-hours inquiries — but the practice remains responsible for its own HIPAA obligations. See compliance for the full posture and roadmap.

Your business config, your custom FAQs, your widget conversations, and leads captured during those conversations. We don’t store anything a visitor didn’t type into the chat. We don’t sell data. We don’t train our AI on your conversations for other customers. Full privacy policy.

The widget shows a subtle “Powered by Lumobot” footer (Standard) or nothing (Pro white-label). Visitors don’t see any tracking pixels. We don’t set third-party cookies. The only identifier is a random visitor ID stored in localStorage so conversations persist if they come back.

For SMS outreach (lead follow-ups, missed-call text-back), we require explicit opt-in from the visitor before sending. Every message includes STOP instructions. See our SMS privacy page for the full flow.

Two per-resource exports cover the common cases: Leads as CSV from Dashboard → Leads, and Access audit historyas CSV from Settings → Audit Log. Both include date-range filtering. For the “I’m switching tools and want a full archive” case, email mike@lumobot.io and we’ll put together a one-time export for you.

Yes — self-serve. Settings → Account → Danger Zone → “Delete account” permanently removes your account and all associated data (conversations, leads, configuration, knowledge base). After cancellation, residual data is purged within 90 days. Want a copy first? Export your leads from Dashboard → Leads before deleting.

Settings → Account → Security → “Enable 2FA”. Scan the QR code in any authenticator app (Authy, 1Password, Google Authenticator), enter the 6-digit code, done. We use standard TOTP — no SMS codes, no proprietary app. To disable later, click “Disable” next to the green “Enabled” pill in the same section.

Settings → Account → Security → “Sign out everywhere”. Invalidates every active session across every device + browser you’re signed into, including the current tab — you’ll be redirected to /login. Useful after a stolen device, before handing off your laptop, or just routine hygiene.

First, add or update a custom FAQ covering that specific question. Lumobot will use the FAQ verbatim on the next conversation. If the wrong answer came from your website content (e.g. outdated hours), update the site and re-scrape. If the problem keeps happening, turn on Strict Answer Mode (Pro) so Lumobot only uses your curated data.

Check the install badge on your dashboard. If it says “not detected” the embed code didn’t land on your site correctly. Common causes: (1) pasted into a draft page instead of a published one, (2) a caching plugin serving an old page version — clear it, (3) the code is inside a block that loads conditionally. Still stuck? Email us your URL; we’ll tell you exactly what’s wrong.

Go to Dashboard → Settings → Account and check the notification email. Also check your spam folder for “Mike from Lumobot” — first emails often land there. If you want SMS alerts in addition to email, enable them in Settings → Integrations and verify your phone number.

Probably yes — a redesign usually means the old page templates got replaced, so the embed code is gone. Repaste it on the new site and re-scrape your content from Business Info so Lumobot has the current info. Your conversation history, leads, and FAQs all carry over.

You’ll get a notification email for any conversation flagged as needing follow-up. From the conversation view you can jump in live (Pro) or just see the full transcript and call the visitor back. Lumobot is trained to lead with empathy and escalate to human handoff when someone’s upset, so the handoff is usually smooth.