# Oppy Welcome Kit: Frequently Asked Questions Published: 2026-03-20 Updated: 2026-03-24 Source: https://docs.oppy.pro/n/oppy-welcome-kit-frequently-asked-questions Account: Oppy Inc --- # Frequently Asked Questions Questions and answers distilled from common onboarding, demos, and product workflows. --- ## Getting Started ### "How long does it take to get set up?" Creating your first Oppy takes about 15 minutes. Voice calls work immediately. SMS provisioning takes 1-2 weeks. You can embed the web chat on your site the same day. The Account Concierge at [app.oppy.pro](https://app.oppy.pro) can help speed things up. ### "Do I need to train it with documents before it can work?" No. Just paste your website URL during setup and the AI crawls it automatically. The AI (GPT 5.4) already has extensive general knowledge. Your website content plus a well-written prompt is enough to start having productive conversations immediately. ### "What if I'm not technical?" You don't need to be. The Account Concierge (the floating blue icon) can do everything for you via natural language. Just type what you want: *"Create an Oppy that qualifies real estate leads"* — and it handles the rest. ### "Is there a free trial?" Contact our team for current pricing and trial options. Plans start at $500/month with Follow Up Boss integration included. --- ## Prompt & Training ### "How do I train my Oppy?" The prompt IS the training. It's one document — think of it like a job description. Write what you want the AI to do, what not to do, and how to handle specific scenarios. The AI also learns from your website via Knowledge Bases. See the [Prompting Best Practices](https://app.oppy.pro/n/oppy-welcome-kit-prompting-best-practices) guide. ### "Can I feed it my existing call recordings to learn from?" Not directly, but here's the workaround: transcribe your a set of your best calls, strip out personally identifiable information, and paste the transcripts into Claude or ChatGPT. Ask it to extract best practices, objection handling techniques, and key phrases. Then put those into your Oppy's prompt. ### "Claude AI helped me create a bunch of documents to train AI. Do I need all of them?" No. AI tools love to create elaborate document hierarchies. At the end of the day, your Oppy needs **one prompt document** (1-2 pages) and optionally a knowledge base. Don't over-complicate it. As One team put it: "No matter how many documents AI tells you to create, it's all just one Word document." ### "How do I update the prompt based on a bad conversation?" Open the Account Concierge at [app.oppy.pro](https://app.oppy.pro) and say: *"I saw a conversation where [describe the problem]. Can you fix the prompt so it doesn't do that?"* The concierge updates the prompt, shows you what changed, and can simulate a conversation to prove it works. ### "Does it use learnings from other clients to be better?" The underlying AI model (GPT 5.4) is trained on internet-scale data, so it has broad knowledge. But each Oppy's prompt and knowledge base are private to your account. We do share prompting best practices and templates across customers through our onboarding process. --- ## Voice & Phone ### "How expressive is the voice?" As of the latest update, the AI voices can express emotion, pause naturally, say "uh" or "ah," and even laugh or sigh in some cases. Background ambient sounds (keyboard typing, subtle throat clearing) make conversations feel more natural. One team matched a male voice (Gavin) to their male-branded Oppy — the voice selection should match the avatar/persona. ### "What about speaking other languages?" The AI can speak and understand many languages. In one early case, a customer from Abu Dhabi tested Arabic during a demo — the Oppy handled an entire booking conversation in Arabic and English. Spanish is directly supported with the Daniela voice preset. ### "Can it make phone calls?" Yes. Each Oppy can make and receive phone calls with real-time AI voice. The voice sounds natural and can express emotion, pause, and even laugh in some cases. Voice calls work immediately when you get a phone number. ### "Can I clone my voice or someone else's?" Yes. Upload voice samples and the system creates a custom voice clone. You could make the Oppy sound like your best salesperson or a company spokesperson. ### "Does it say it's AI when calling?" That depends on your prompt. Many customers have it introduce itself as a "digital concierge on a recorded line." Some don't disclose unless asked. Consult your legal team for compliance requirements in your jurisdiction — California, for example, has specific rules. ### "What happens if someone asks if it's AI?" The AI follows your prompt. If you instruct it to be transparent, it will say yes. Some customers set it up to acknowledge it's AI-powered while emphasizing it can still help. The newer models are much better at handling this gracefully. ### "How good is the voice? Will people know it's AI?" The voice technology (Cartesia) is very close to the uncanny valley. Background sounds like keyboard typing and subtle breathing make it more natural. Most people engage as if talking to a human — we've had conversations go 200+ messages with people who seemed unaware. --- ## SMS & Email ### "How long does SMS provisioning take?" Typically 1-2 weeks for A2P 10DLC verification. Sometimes as fast as 2-3 days. Voice calls work immediately — only SMS requires the provisioning wait. ### "What do I need for SMS compliance?" 1. Privacy policy on your homepage with SMS language 2. EIN (business tax ID) 3. Separate SMS consent checkbox on lead capture forms 4. We handle the actual filing and carrier registration ### "Can I use a custom email domain?" Yes, eventually. You'll need to configure DNS records (SPF, DKIM, DMARC) on your domain. Contact our team for the specific records. In the meantime, every Oppy gets a `@open.oppy.pro` email that works immediately. ### "Can the Oppy send emails on my behalf?" Yes. It sends from its own email address (e.g., `jasper@open.oppy.pro`) with a customizable email signature including the Oppy's headshot and your branding. --- ## Integrations ### "Does it work with Follow Up Boss?" Yes, natively. Enter your Owner API key in Integrations at [app.oppy.pro](https://app.oppy.pro). Contacts, notes, and tags sync bidirectionally. Tag a contact with `gogooppy-{name}` to trigger AI outreach. See [Integrations & Setup](https://app.oppy.pro/n/oppy-welcome-kit-integrations-setup) guide. ### "Does it work with Salesforce?" Not a native two-way sync yet, but you can integrate via: email forwarding (lead notifications to Oppy email), webhooks, API calls, or N8N/Zapier. The Oppy can also make HTTP requests to your Salesforce API from within conversations. ### "Does it work with GoHighLevel / HubSpot / other CRMs?" Same approach as Salesforce — email forwarding, webhooks, or API integration. We have native HubSpot support in development. For GoHighLevel, several customers use their calendar integration by pasting booking links in the prompt. ### "Can it connect to my data via API?" Yes. The Oppy has access to HTTP request tools. If you give it API endpoints and credentials (via whitelisted admin access), it can pull data in real time during conversations. Example: looking up mortgage rates, checking inventory, comparing products. ### "How do I get conversation data back into my CRM?" Options: needs_attention emails (parse and route), webhook subscriptions, API polling, or manual export from the Contacts page at [app.oppy.pro](https://app.oppy.pro). For FUB, it's automatic. --- ## Website & Marketing ### "How do I put it on my website?" Copy the embed code from Share settings at [app.oppy.pro](https://app.oppy.pro) and paste it before `</body>` in your HTML. A floating chat icon appears in the bottom-right corner. WordPress users can paste it in a custom HTML widget or header/footer plugin. ### "Can I have buttons that trigger specific conversations?" Yes! Add `onclick="updateChatWindow('Your message here')"` to any button. Example: a "Ask About This Property" button on a listing page sends the address to the Oppy, which can then look it up and discuss it knowledgeably. ### "How do QR codes work?" Two types: Web Chat QR (opens the chat page) and SMS QR (pre-fills a text message). Download from Share settings. Put them on business cards, trade show booths, presentations, flyers — anywhere. See [Triggers & Proactive Features](https://app.oppy.pro/n/oppy-welcome-kit-triggers-proactive-features) guide. ### "Can multiple websites use the same Oppy?" Yes. The same embed code works on any page. The Oppy is the same regardless of where the conversation starts. --- ## Follow-Up & Automation ### "How does auto follow-up work?" Enable it in your Oppy's settings. Choose fixed intervals (e.g., every 3 days) or let the AI decide timing. Each follow-up is uniquely generated — not from a template. The AI even searches the web for fresh context before each message. See the [Follow-Up System](https://app.oppy.pro/n/oppy-welcome-kit-follow-up-system-guide) guide. ### "Can it follow up with different strategies for different people?" Yes. The prompt can include conditional logic: *"If they're a team lead, follow up about corporate benefits. If they're an individual agent, focus on personal ROI."* The AI adapts based on what it learned in the conversation. ### "What if someone says 'stop' or 'don't contact me'?" The system automatically stops all outreach, tags the contact as DNC (Do Not Contact), puts the conversation in standby, and notifies the admin. This is enforced system-wide — no other Oppy can contact them either. ### "Can I import my existing leads for follow-up?" Yes. Import via CSV or sync from FUB. Then select contacts and do a bulk message to start conversations, with auto follow-up handling the rest. --- ## Pricing & Credits ### "What plans are available?" Plans typically start at **$500/month** (includes FUB integration) and go up to **$2,500/month** and **$5,000/month** for enterprise accounts with dedicated support, weekly check-ins, and hands-on prompt optimization. Enterprise plans include: - Dedicated Slack channel with the Oppy team - Weekly or bi-weekly strategy calls - Prompt optimization and conversation review - Priority support and feature access - A2P/SMS provisioning handled for you ### "How do the $500 vs $2,500 plans compare?" The $500 plan includes Follow Up Boss integration and basic features. The $2,500 plan adds personalized weekly meetings with the team to evaluate AI performance, help refine prompts, review conversations, and implement new features as they're released. Think of it as hiring a fractional AI operations team. ### "How does pricing work?" Credit-based system where 1 credit = $0.05. A typical text message costs about 1 credit (~$0.05). Voice calls, web searches, and image generation cost more. Plans include a monthly credit allotment. ### "How many credits does a typical conversation use?" A text-based conversation averaging 10-20 messages costs about $0.50-$1.00 total. Voice calls depend on duration. Web searches add a small additional cost. ### "Is there a limit on the number of Oppies I can create?" No limit on the number of Oppies. Pricing is usage-based (credits consumed), not per-agent. --- ## Security & Privacy ### "How does it compare to a competing AI platform's AI?" One team switched from a competing AI platform specifically because: *"The AI features we're using with them are terrible. I've only been at this new brokerage for a week and I'm convinced I've already lost multiple leads because it's so weird. Zero control except to turn it on or off."* Key Oppy advantages over a competing AI platform's built-in AI: - Full control over prompts and behavior - Works across SMS, email, phone, AND web chat (not just one channel) - Knowledge bases for domain-specific information - Follow-up customization - Real-time conversation visibility and human takeover ### "How does it compare to ChatGPT / Claude / other AI tools?" As Alex described to an industry executive: *"Oppy's kind of like Claude Code or ChatGPT, except it's much less likely to leak all your sensitive data, and we're here to help you actually get it set up and running and generating ROI."* Key differences: - Oppy provides phone numbers, email addresses, and web chat — it's a communication platform, not just a chatbot - Built-in compliance (DNC, A2P, TCPA) - Human-in-the-loop dashboard for monitoring - No technical knowledge required - Dedicated support team ### "Is my data safe?" Each account is isolated. Your prompts, conversations, contacts, and knowledge bases are private to your account. We do not use your data to train other customers' models. ### "Can the AI leak sensitive information?" The AI only knows what's in its prompt and knowledge base. It can't access other accounts or external databases unless explicitly configured. For sensitive scenarios, use guardrails in the prompt and whitelist who has admin access. ### "What about TCPA / DNC compliance?" --- ## Quick Decision Guide ### "I just signed up. What should I do first?" 1. Create your first Oppy via the wizard at [app.oppy.pro/v2/oppies/new](https://app.oppy.pro/v2/oppies/new) 2. Add your website URL so it learns about your business 3. Call the phone number to test it 4. Visit the live page and chat as a stranger 5. Adjust the prompt based on what you observe 6. Embed on your website or share the QR code ### "I have FUB. What's my quickest path to value?" 1. Go to Integrations, enter your Owner API key 2. Create an Oppy with a lead qualification prompt 3. In FUB, create an automation: new lead → add tag `gogooppy-{name}` 4. Watch conversations appear as leads come in 5. Enable follow-up for non-responders ### "I want to put it on my website today." 1. Create Oppy (or use existing) 2. Go to Share → Embed Widget → copy code 3. Paste before `</body>` in your site HTML 4. Optionally add starter prompt chips in Share → Edit Page 5. Test by visiting your site and clicking the chat icon ### "I have a webinar/event this week." 1. Create or use existing Oppy 2. Go to Share → QR Code → type pre-filled message 3. Download and put on your slides (every slide!) 4. Add to prompt: how to handle people mentioning the event 5. Enable follow-up for non-responders after the event Built-in DNC detection stops outreach when someone opts out. The system tracks consent, respects opt-out requests, and provides audit trails. We handle A2P 10DLC registration for SMS compliance. --- **[Back to Master Guide](https://app.oppy.pro/n/oppy-welcome-kit-master-guide)**