Set Up Demo → Trial

Levi is built to start showing results fast — you don’t need weeks of setup or a dev team.
In this quick guide, you’ll go from a working demo conversation to a fully functional trial automation in just one afternoon.

☀️ What You’ll Achieve

By the end of this guide, you’ll have:

• A working demo bot showcasing Levi’s capabilities

• A trial automation connected to your real data

• Live leads entering your funnel within hours

Perfect for small business owners, agencies, or anyone testing Levi before full rollout.

🧩 Step 1 — Start With a Demo

1. Log in to app.levi.ai.

2. On the welcome screen, select Start Demo Mode.

3. Choose your industry (Salon, Fitness Studio, Agency, etc.).

4. Levi will instantly spin up a pre-trained demo assistant tailored to that industry.

Tip: You can edit demo responses live to see how Levi adapts — try adding one of your own offers or FAQs.

🔗 Step 2 — Connect a Real Calendar

Demo Mode uses sample data.
To turn it into a real trial, you’ll connect your actual calendar.

1. Navigate to Integrations → Calendar.

2. Connect Google Calendar, Calendly, or any supported booking system.

3. Confirm your time zone and available slots.

✅ Once connected, Levi can now book real appointments on your schedule.

💬 Step 3 — Personalize Levi’s Voice

Even during a trial, Levi should sound like your brand.

1. Go to Brand Setup → Tone & Personality.

2. Choose your voice style — Friendly, Professional, or Confident.

3. Add your greeting (for example, “Hey there, this is Levi from Shape Studio!”).

4. Upload your logo and select your brand color.

💡 A branded tone builds instant trust during first contact.

⚙️ Step 4 — Convert the Demo Flow Into a Trial Automation

Let’s turn your demo chat into something operational.

1. Go to Automations.

2. Choose Convert Demo to Trial (top-right corner).

3. Levi will clone your demo workflow and make it editable.

4. Add your real links, pricing, or contact details.

🎯 Goal: Turn a demo conversation into a trial automation ready to handle new leads.

🧠 Step 5 — Test It With a Friend or Teammate

Before you go live:

1. Send your demo link to a colleague or friend.

2. Ask them to interact with Levi like a real customer.

3. Watch how it books, replies, and follows up automatically.

Pro Tip: You’ll see every action under Analytics → Conversations → Trial Bot.

🚀 Step 6 — Go Live (Optional)

Once you’re satisfied with the trial:

1. Switch from Trial Mode to Live Mode in the top-right corner.

2. Levi will start engaging real visitors and capturing leads in your system.

🎉 That’s it — you’ve gone from demo to live trial in one afternoon.

📈 Next Steps

• Add Follow-Up Automations to re-engage missed leads.

• Connect SMS or Email Channels for multi-platform communication.

• Review performance inside Analytics → Dashboard.