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How to configure IMPULSO AI

Define how you want IMPULSO AI to understand your business, respond, and prepare drafts for review.

Updated

For: Owner, Admin

Before you start

  • Use simple, concrete instructions so AI follows the same judgment as your business.
  • Do not save changes if you are only reviewing how the screen works.
  • Include real services from your market, such as roofing, gutters, HVAC, exterior painting, or house cleaning, when they are part of your operation.

1. Open IMPULSO AI settings

  1. Go to Settings > Impulse AI.
  2. Review Business, My preferences, and AI business profile.
  3. Read the examples inside each field before writing your own rules.
Impulse AI settings screen with business rules, preferences, and AI business profile

2. Write useful rules

  1. In Business rules, add limits such as asking for approval before sending messages or not offering discounts without permission.
  2. In How to respond to me, say whether you prefer English, bullet summaries, or a direct tone.
  3. In the profile, review business hours, service areas, and services offered so responses use the right context.

3. Save only when you are ready

  1. Read the instructions as if they were for a new employee.
  2. Confirm they do not include private details you do not want used in responses.
  3. Click Save instructions only when you want to apply the changes.

Statuses and options you may see

Business rules

Meaning: General instructions for how AI should act.

Next step: Write rules that apply to quotes, invoices, visits, and messages.

My preferences

Meaning: How you want AI to respond to you.

Next step: Define language, format, and working tone.

AI business profile

Meaning: Business details that help prepare responses and drafts.

Next step: Keep hours, areas, and services current.

Save instructions

Meaning: Applies the instructions you wrote.

Next step: Use it only after reviewing the content.