Help Center
Find answers fast. If you can’t, our team is just a message away.
Getting Started
How do I set up my SoFi AI account?+
After booking a demo, your success manager walks you through setup. Most businesses are live in under 30 minutes — connect your channels, configure your AI, and go.
Do I need any technical knowledge?+
Zero. If you can send a text message, you can run SoFi AI. We handle the tech — you handle the business.
What channels does SoFi AI support?+
Web chat, SMS, email, Facebook Messenger, Instagram DMs, Google Messages, and phone — all unified in one inbox.
Billing & Plans
Is there a long-term contract?+
Nope. Month-to-month billing. Cancel anytime. We keep your business because of results, not contracts.
What does the setup fee cover?+
Custom onboarding, channel integration, AI training on your business, widget installation, and a dedicated launch session.
Can I upgrade or downgrade my plan?+
Yes — changes take effect on your next billing cycle. No penalties, no hassles.
AI & Features
How is SoFi AI different from a chatbot?+
Chatbots follow rigid scripts. SoFi AI understands context, intent, and urgency — then takes real action like booking appointments, sending reviews, and routing leads.
Can I customize the AI's tone and responses?+
Absolutely. You set the brand voice, approved responses, escalation rules, and service-specific knowledge. The AI adapts to your business.
Does the AI learn over time?+
Yes — it analyzes every interaction to improve response quality, timing, and personalization for your specific customer base.
Integrations
What tools does SoFi AI integrate with?+
Google Business, Facebook, Instagram, QuickBooks, ServiceTitan, Housecall Pro, Zapier, and many more. New integrations ship regularly.
Does it work with my existing website?+
Yes — the web chat widget installs on any website (WordPress, Wix, Squarespace, custom) with a single line of code.
Is there an API?+
Yes — RESTful APIs and webhooks are available on the Dominator plan. Full documentation and sandbox environment included.
Still need help?
Our support team responds within 2 hours during business hours. Or book a call and we’ll walk through it together.