Help & FAQ

Short, honest answers to the things we get asked most. Can’t find what you need? Email us — a real person replies, usually same day.

Getting started

What is Lumobot?

Lumobot is an AI receptionist 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.

How does the free trial work?

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.

How long does setup actually take?

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.

How is my AI actually trained?

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.

What languages does Lumobot speak?

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.

Installing the widget

Where do I paste the widget code on my site?

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.

How do I know if the widget is installed correctly?

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.

Can you install it for me?

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.

Can I put the widget on multiple websites?

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.

I already have Intercom / Drift / Tidio. Will they conflict?

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.

Training Lumobot

How do I edit what Lumobot knows?

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.

Adding a custom FAQ

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.”

I updated my website. How do I refresh what Lumobot knows?

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.

Can I restrict Lumobot to only use info I’ve entered?

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.

Can I upload PDFs or documents?

Yes, Pro plans include a knowledge base. Upload PDFs, service menus, intake forms, treatment guides. Lumobot references them when a question maps to their content. Go to Dashboard → Knowledge Base.

I want to see which questions Lumobot couldn’t answer

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.

Billing & plans

What’s the difference between Standard and Pro?

Standard ($99/mo) includes the core AI receptionist, lead capture, SMS support, Spanish, 500 conversations/day, and a white-labeled email digest. Pro ($199/mo) adds live human handoff, custom branding (your avatar + bubble), knowledge base for PDFs, Strict Answer Mode, A/B testing, multi-location, white-label widget name, and a 10x higher daily conversation cap. Full comparison on the pricing page.

How do I cancel?

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.

Do you do refunds?

Yes — if you cancel within 14 days of subscribing, reply to your latest receipt email and we’ll refund the full charge. After that we don’t prorate partial months, but you keep access until the period ends.

Can I switch between Standard and Pro?

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”.

My card failed. What happens?

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.

Privacy & compliance

Is Lumobot HIPAA-compliant?

Yes. We’ve built in a strict Protected Health Information boundary: Lumobot never gives medical advice, never stores symptoms or diagnoses, and is instructed to redirect any health questions to scheduling. We can sign a Business Associate Agreement (BAA) for Pro customers — see BAA info or email us.

What data do you actually store?

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.

What does the visitor see about privacy?

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.

Can I delete my data?

Yes — cancel your subscription and email us for a full data wipe. We delete conversations, leads, configuration, and any uploaded knowledge-base documents. Takes 1-2 business days, and you’ll get a confirmation email.

Troubleshooting

Lumobot gave a wrong or weird answer. How do I fix it?

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.

The widget isn’t showing up on my site

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.

I’m not getting lead notifications

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 notifications in addition to email, enable them in Settings → Integrations and verify your phone number.

I just redesigned my website. Do I need to reinstall?

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.

A visitor got frustrated or complained through the chat

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.

Still stuck?

Email mike@getlumobot.com — Mike (the founder) replies personally, usually within a few hours during business hours.