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Welcome to Calvia AI

Your AI assistant is ready to work for you — just fill in your business info, customize your bot, and hit save.

Customize Your Agent

Edit the personality, tone, hours, and pricing to match your business voice.

Connect Your Calendar

Let clients schedule appointments — even while you're offline.

Build Your Lead Form

Use bubbles, checkboxes, and more to qualify leads your way.

Launch on Your Site

Paste one embed script into your site — your AI agent goes live instantly.

Preview Instantly

See your changes live on the right side of your screen as you build.

Secure & Scalable

Backed by Firebase and Stripe — so your data stays safe and your growth stays smooth.

Need help? Email support@calvia.ai

Business Info

Business Basics

This name appears at the top of your AI chat header.

Services, Hours & Pricing

List what you offer (e.g. deep cleaning, mulching, power washing, etc.)

AI Behavior

Tell Calvia how to act, what to say, and how to guide customers — just like you’d train a new receptionist. The more you tell it, the better...

Example: “If someone asks about jobs, point them to the ‘Job Application’ bubble" (which you can create yourself).

This is the first thing users see when your chat opens. Be sure to click the "Enable Smart Greeting" button to activate it.

Contact Info

Important! By inputing your phone number you opt in to get notified via SMS alerts of all captured leads! This also appears when someone clicks the “Contact Info” button in your chat.

Important! By inputing your email you opt in to get notified of all captured leads! This also appears when someone clicks the “Contact Info” button in your chat.

Appearance

Customize the chat’s look & feel
Used for highlights (buttons, links)
Applies to the messages area
Subtle outline around Agent
Font Test

Online Presence

Input your Google Reviews link or URL in here only. This appears when someone clicks the "Google Reviews" button in your chat.

This appears when someone clicks the “Areas We Serve” button in your chat.

This appears when someone clicks the “About Us” button in your chat.

CRM / Webhooks

Paste a webhook from Zapier, Make, Pabbly, n8n, or your own HTTPS endpoint. We’ll POST every new lead here as JSON.

How to test (no button needed):

  1. In Zapier/Make/Pabbly, create a webhook trigger and copy its URL.
  2. Paste it above and click Save Changes (top/right of Business Info tab).
  3. In your automation tool, click Test trigger (it will wait for data).
  4. Go to your site and submit a real lead through the Calvia agent.
  5. Return to your automation tool, map fields (e.g., fields.Name, fields.Email), and turn it ON.

Tip: You can also test with webhook.site by pasting its URL above and submitting a lead.

Step-by-step examples

Zapier (Webhooks by Zapier → Your CRM)

  1. Zapier → Create Zap → Trigger: Webhooks by Zapier → Catch Hook.
  2. Copy the URL; paste above; Save Changes.
  3. Click Test trigger in Zapier; submit a lead on your site.
  4. Action: e.g., HubSpot “Create Contact”; map fields.Name, fields.Email, fields["Phone Number"].
  5. Turn Zap ON.

Make (Integromat)

  1. Create Scenario → Webhooks → Custom webhook → copy URL.
  2. Paste above; Save Changes → click Run once.
  3. Submit a lead on your site → Make captures sample → add CRM module and map fields.
  4. Turn Scenario ON.

Pabbly Connect

  1. Create Workflow → Trigger: Webhook → copy URL.
  2. Paste above; Save Changes → click Capture Webhook Response.
  3. Submit a lead on your site → map fields in your CRM action → turn ON.

Lead Form Builder

How the Lead Form Works

  • Field Label: The question your AI agent asks (e.g. “Phone Number” or “Preferred Service”), any question you want to ask!
  • Field Type: Choose how users answer: Text, Paragraphs, Checkboxes, or Bubbles.
  • Options: Add response options for Checkboxes or Bubbles.
  • Required: Toggle whether the field must be answered before submission (Required Tag).
  • Reorder: Drag and drop fields or options to change the order they appear.
  • Delete: Use the "Delete Field" button to remove a field or ❌ to remove individual options.
How it connects: Lead forms don’t show up on their own — they appear when you link them to your own preset chat bubble inside the Bubbles tab.

⚠️ Leads submitted from this dashboard preview may not include full labels in email notifications. For fully labeled lead submissions, please test using your live website agent.

Your Form Fields

💡 Want to test it? Click Bubbles Tab, create a Preset Bubble, and view your agent on the right to click your preset bubble!

Preset Chat Bubbles

These buttons appear in your AI agent and trigger lead forms or calendars. Use them to guide users to the right next step.

💡 How It Works
  • Bubble Name: What bubble name the user sees inside the agent (e.g. “Book Now” or “Ask a Question”).
  • Target Type: Choose whether this bubble opens a lead form or calendar.
  • Target ID: Select which form or calendar to launch.

Manage your bubble triggers below. You can add new ones or update existing ones.

Static Bubbles (Optional)

These bubbles automatically show info without needing a form or calendar.

Embed Your AI Agent

To activate your AI agent on your website, paste the following code snippet into your site’s HTML.

      <script type="module" src="https://ai-agent-demo-9fe52.web.app//agent-v2.js" biz="YOUR_ID_HERE"></script>

Captured Leads

See all the leads submitted through your custom form.

Business Insights

This panel shows how users are interacting with your AI agent — leads, chats, clicks, messages, and calendar activity.

Total Leads Captured

0

These are submitted lead form responses from your AI agent.

Chats Started

0

Each time someone starts a conversation with your agent.

Calendar Clicks

0

How many times people have clicked on your calendar links.

Preset Button Clicks

Clicks from the custom preset bubbles.

Total Customer Messages

0

Includes all customer inputs sent to the AI agent.

Conversation Threads

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