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Bowtie by Mindbody

Welcome to Team Bowtie! Use this guide to help you start using your staff account to manage your AI receptionist.

Topics covered

How to log in, recover your password, and change account info

Use this section to help you get access to Bowtie and help you manage your username and password.
First things first: Getting logged into Bowtie

The owner will need to create a staff account for you. The steps on how to do that are in the “My admin account’ tutorial, so if the account owner needs a refresher, it’s there to help.

When the staff account is created an invitation email will be sent to the email that you gave to the account owner with the subject line: ‘You’ve been invited to join Bowtie’.

  1. Click to open the email.
  2. Notice that your username is noted in the email and that it’s the same as your email address.
  3. Select the link in the email to setup a password for your account.
  4. Enter your password in the first field, then enter it again in the second field to confirm that the passwords match.
  5. Click ‘_Update my password_’.
  6. To finish up and access your account, click the ‘Back to Login’ link.

BOOM! You’re in. To access your account in the future, go to https://bowtie.ai/login/. We recommend bookmarking this page in your browser to make it easier to find later.

What if I don’t know my username or password?

Your username may not be the same as your staff login to your MINDBODY site. If you do not know your username you can reference your invite email because the username is listed in there, or you can contact the account owner of the business. They can check your staff account in Bowtie, and tell you your username.

As for resetting your password. Just follow these steps:

  1. Head to your Bowtie chat portal.
  2. On the login page, click the link at the bottom that says 'Forgot your login'.
  3. You'll be prompted to enter your email address (the email you used to sign up for Bowtie).
  4. Once you enter that information, you'll receive an email at that email address with a link for you to reset your password.
  5. Enter your new password and confirm it in the second field.
  6. Click ‘Update my password’ to complete your password reset.

How do I update my username?

Staff usernames cannot be updated in the Bowtie manager. The owner, or an admin, can delete the account and create a new one if you’d rather your account be under a different email address.

Notifications

Your AI receptionist is a great communicator. What can we say? It’s a strength.

Part of your bot’s job is to make sure that the people helping to manage its’ interactions with clients is to keep you up to date on what’s going on with phone calls, voicemail, texts, and web chats. Your bot can send you emails, texts, and push notifications to keep you informed.

These settings are determined by the Bowtie account owner, so if you have any questions about how your bot will interact with you, please check in with them.

Staff abilities: Access to chats, metrics, and voicemail

Once you’ve successfully logged into your Bowtie staff account, feel free to check out each of the menus to see what’s there. The menu that you see should look a lot like this:

From the top on down, you’ll see three icons. There are the three main menus that you’ll interact with when logged into Bowtie.

Bowtie's main menus

My Messages

Locations
  • Use the dropdown menu to filter and see information on a specific business location or to see all the locations in one space.
Inbox
  • Live chat: This menu is a running record of your new and past chat conversations with both your teammates and clients. Use this page to reply to chat messages using the text field. Don’t forget to use your emojis! ;)
  • My Queue: This is where you’ll go to follow up on the messages that the bot determined the client needed your help. Check this often.
  • Today’s chats: Are all the conversations that took place or are in progress on the current date.
  • Archive: Can’t remember what was said? It’s OK, your bot keeps a record of all chats here. Use this menu as a reference.
Quick Filters
  • Missed calls: Use this menu to view the messages your bot has sent clients to let them know you’d be with them shortly when you weren’t able to get to the phone in time, so you can call them back if you need to.
  • Confirmations: This is a record of the confirmation messages your bot has sent to remind clients of their appointment and their responses if they are able to keep their appointment time.
  • Follow-ups: Your bot checks in on your clients after their appointment to make sure their visit went well. This is a record of post-appointment messages sent and clients’ responses.
My team
  • Use this menu to direct message your team.

Voicemail

  • Use this menu to listen to and respond to voicemails left for the business.

My Metrics

  • This page provides a high-level analysis of what your bot is doing while on the job. You can toggle between how many clients have booked through the bot, how many prospects the bot has converted to new clients, chats, missed calls, and how many times the bot has reached out for human assistance.

Additional resources and help when you need it

  • If you want to learn more about using your AI receptionist or you’re stuck and need help, we recommend, first, searching by keyword on our either the MINDBODY or Booker support sites, depending on which software you’re using.
  • If you can’t find the answer, you can always get additional help by clicking the ? Icon on the bottom-right corner of your screen while you’re logged into Bowtie. A chat portal will pop up and provide you with the phone numbers to call for support.
  • For a full walk-through of all the feature discussed above, see this the tutorial below