AI Features — StudioM Platform Guide¶

Who this guide is for: Anyone who wants to use AI tools to answer leads automatically, generate content, and get writing assistance across the platform. Time to read: Approximately 10 minutes

What Are the AI Features?¶

The StudioM platform includes a suite of AI tools that help your business work faster and respond to leads around the clock. These tools range from AI chatbots that handle incoming enquiries automatically to writing assistants that help you draft emails, social posts, and ad copy in seconds.

What AI features can do for your business: - Answer incoming leads via SMS, chat, or social media — 24/7, even when you're unavailable - Book appointments automatically through conversation - Generate first drafts of emails, social posts, and funnel copy - Summarise contact history so you can catch up instantly before a call

What StudioM manages: The initial configuration of AI chatbots, knowledge bases, and Voice AI agents requires setup by StudioM. Contact us when you're ready to activate these features, and we'll configure them for your specific business.

How to Get There¶

Navigate to: Settings (left sidebar) → AI Settings

Or access individual AI tools within their respective sections (Conversations, Workflows, Social Planner, etc.).

Conversation AI (Text Bot)¶

Conversation AI is an AI chatbot that can respond to incoming messages on your behalf — handling SMS, web chat, Facebook Messenger, Instagram DMs, and other channels. It uses your business information and any custom instructions you provide to answer questions and book appointments.

What It Can Do¶

Answer common questions about your services, pricing, hours, and location
Qualify leads by asking questions and collecting information
Book appointments directly in your calendar
Hand off to a human team member when needed

How It Works¶

A lead sends you a message
The AI reads the message and generates a relevant, natural response
The response is sent from your number — the client doesn't know it's AI
If the AI can't confidently handle a question, it flags the conversation for human review
Once a human replies, the AI steps aside

Bot Modes¶

Mode	When to Use
Suggestive	AI drafts a reply for you to review and approve before sending — good starting point
Auto-pilot	AI responds automatically without waiting for your approval — fully hands-off

Need StudioM Support for This? Conversation AI setup — including training the bot on your business, setting its tone, and configuring when it hands off to humans — is handled by StudioM. Contact us to get your bot activated.

Voice AI (AI Phone Agent)¶

Voice AI is an AI agent that answers your phone calls and holds natural spoken conversations — asking questions, providing information, and booking appointments, just like a human receptionist.

What It Can Handle¶

Answering inbound calls when your team is busy or unavailable
Qualifying callers and gathering information
Booking appointments directly into your calendar
Taking messages and notifying your team

How It Sounds¶

Voice AI uses natural, conversational speech — not the robotic "press 1 for..." style of old phone systems. Callers can speak naturally and the AI understands them.

Need StudioM Support for This? Voice AI configuration — including setting up the agent's script, linking it to your calendar, and connecting it to your phone number — is fully managed by StudioM. Contact us to discuss whether Voice AI is right for your business.

Knowledge Bases¶

A Knowledge Base is a collection of information you provide to teach the AI about your business. The better your Knowledge Base, the more accurately the AI can answer questions.

What Goes In a Knowledge Base¶

Service descriptions and pricing (FAQs)
Business hours and location
How your process works (e.g., "first consultation is free, then we provide a quote")
Common objections and how to respond
Any specific instructions ("always mention our satisfaction guarantee")

How to Add Information¶

Go to Settings → AI Settings → Knowledge Bases (or Conversations → AI → Knowledge Base)
Add content by:
Typing or pasting text directly
Uploading a document (PDF, Word doc)
Adding a website URL — the AI crawls the page and learns from it
Save

Once a Knowledge Base is connected to your Conversation AI bot, the bot draws on this information when answering questions.

Need StudioM Support for This? Initial Knowledge Base setup and training is included in your AI bot configuration by StudioM. Contact us to update your Knowledge Base or add new information.

Content AI (AI Writing Assistant)¶

Content AI is a writing assistant built into the platform — available wherever you're writing content. Instead of starting from a blank screen, prompt the AI and get a first draft in seconds.

Where Content AI Is Available¶

Tool	What You Can Generate
Social Planner	Social media captions for Facebook, Instagram, LinkedIn, etc.
Email builder	Email subject lines and body copy
Blog editor	Blog post drafts, intros, headings
Funnel/website builder	Headlines, body text, CTAs
SMS composer	SMS message drafts

How to Use Content AI¶

In the Social Planner: 1. Click + Create Post 2. Click the AI icon or Write with AI button 3. Describe what you want: "Write an Instagram post promoting our free consultation for new clients. Tone: friendly and professional." 4. Click Generate 5. Review and edit the result 6. Post or schedule

In the Email Builder: 1. Click on a text element 2. Look for the AI or ✨ icon in the toolbar 3. Type a prompt: "Write a subject line for a re-engagement email to clients who haven't booked in 6 months" 4. Generate, review, and use

Getting Better Results from Content AI¶

Tip	Example
Be specific about tone	"Professional but approachable, not salesy"
Include your audience	"For small business owners aged 35–55"
Mention the goal	"The goal is to get them to book a free consultation"
Include key points to cover	"Mention our 10 years of experience and money-back guarantee"

The AI provides a starting point — always review and edit for accuracy, your voice, and any specific details that need to be accurate (prices, dates, names).

Ask AI (In-Platform Assistant)¶

Ask AI is a help and summary assistant available throughout the platform. It can:

Summarise a contact's history — before calling a lead, ask AI to summarise their interactions with your business
Answer platform questions — ask "how do I add a tag to a contact?" and get a direct answer
Help with workflow logic — describe what you want a workflow to do and Ask AI will suggest the steps

How to Use Ask AI¶

Look for the Ask AI button or the chat bubble icon in relevant areas of the platform. Type your question or request in plain language.

Example prompts: - "Summarise my recent interactions with Sarah Johnson" - "How do I set up a recurring appointment type?" - "What's the difference between a campaign and a workflow?" - "Write a follow-up email for someone who attended my webinar but didn't book a call"

Workflow AI Assistant¶

When building workflows, an AI assistant can help you: - Translate plain English into workflow steps: Describe what you want to happen ("When a new lead fills in the contact form, wait 5 minutes, then send an SMS, then if they don't reply in 24 hours, send an email") and the AI suggests the workflow structure - Explain existing workflow steps: Click on an action to understand what it does - Suggest improvements to existing workflows

Note: Workflow AI helps you plan and understand workflows. You still review and activate the workflow yourself.

AI Best Practices¶

Review AI-generated content before publishing — AI is a first draft tool, not a final draft. Always check for accuracy, tone, and anything that needs personalisation
Train your Knowledge Base thoroughly — the more accurate information you give the AI, the better it performs. Update it whenever your services, pricing, or process changes
Monitor AI conversations regularly — especially when first activating Conversation AI, review the bot's responses to make sure it's representing your business correctly
Use Suggestive mode first — if you're new to Conversation AI, start in Suggestive mode (you approve each response) before switching to Auto-pilot
Set clear handoff rules — decide upfront what situations always get a human (complaints, pricing negotiations, complex questions) and configure the bot to escalate those

Common Questions¶

Q: Will clients know they're talking to an AI? With Conversation AI, the bot responds naturally from your number. Whether to disclose AI use is your choice — some businesses do, some don't. Voice AI callers typically know they're interacting with an AI agent.

Q: What happens if the AI gives wrong information? This is why monitoring is important, especially early on. If the AI gives incorrect information, update your Knowledge Base with the correct answer. Review the conversation and follow up with the contact manually if needed.

Q: Can the AI book appointments? Yes — when connected to your calendar, Conversation AI and Voice AI can check availability and book appointments directly during the conversation.

Q: Can I turn off AI for specific contacts or conversations? Yes — you can manually take over any conversation at any time. Once a human team member responds, the AI typically steps aside for that conversation.

Q: Does AI work outside business hours? Yes — this is one of its biggest advantages. The AI operates 24/7. A lead who enquires at 11pm gets an immediate response rather than waiting until the next morning.

Need Help?¶

Contact StudioM Support any time.

Email: support@makoa.us
Live Chat: Available inside the platform