AIMB
Automations
Content Automation

WordPress AI Assistant

Generates high-quality, SEO-optimized blog posts and publishes them directly to your WordPress site on a fully automated schedule. Pair with Jetpack for automatic social media cross-posting across all channels.

Overview

Content production stats — total posts published, drafts queued, posts scheduled — and an upcoming Publishing Schedule card showing the next auto-publish dates and times.

Article Ideas

AI-powered content ideation. Describe your niche, target audience, and goals. The assistant generates a ranked list of blog post titles and full outlines. Approve an idea to instantly queue it for generation, or edit the outline before writing begins.

AI Assistant

Configure the AI writer's publishing settings and style voice:

  • Tone: Professional, conversational, authoritative, friendly, etc.
  • Target audience: Define who the content is written for.
  • SEO focus keywords: Primary keywords each article is optimized around.
  • Word count target: Minimum and maximum article length.
  • WordPress credentials: Your WordPress site URL, username, and application password used for direct API publishing.
  • Publishing schedule: Frequency of automated posts (daily, weekly, custom).
Posts History

Full log of every article generated and published — including publish date, title, word count, SEO score, and a direct link to the live WordPress post. Re-generate, edit, or archive any article from this view.


Pro / Enterprise Feature

Website Builder

Generate, manage, and optimize AI-built WordPress websites — fully provisioned, hosted, and SEO-ready — without touching a single line of code. Each site gets a free subdomain at yourname.aimb.io or can be pointed to your own custom domain.

Dashboard Overview

The main dashboard shows your website portfolio with status badges, SEO scores, lead count, and page count for each site. Key stats at the top: total websites, leads generated, total traffic, and average SEO score.

  • Active: Site is live and accessible. You can Preview it or access the WordPress Admin panel.
  • Building: AI is generating your site (typically takes 3–8 minutes). The dashboard auto-refreshes every 5 seconds.
  • WP Admin: Direct link to your WordPress dashboard for custom content editing or plugin management.

Create Website Wizard (3 Steps)

Click + Create Website to launch the guided setup wizard:

Step 1 — Business Info

Enter your Business Name, Industry, and any Design Notes describing the look and feel you want. Optionally paste your existing website URL for AI reference.

Step 2 — Brand & Pages

Choose your brand colors (primary and secondary), select brand personality (Professional, Friendly, Bold, etc.), and upload your logo. Select which pages to generate: Home, About, Services, Contact, FAQ, Blog, Privacy Policy. Toggle content options: SEO meta tags, FAQ sections, CTAs, and lead magnet forms.

Step 3 — Contact Details

Enter your business phone, email, address, and hours of operation. These are embedded into the generated contact page, header, footer, and structured data (schema.org) for local SEO.

After submitting, the AI builds your site in the background. You'll see it appear as "Building" in your dashboard and automatically switch to "Active" when complete.

Plan Requirement: The Website Builder is available on Pro and Enterprise plans only. Upgrade at /pricing to unlock access.

Content Automation

AI Social Publisher

Automatically generates and publishes branded social media content across your connected platforms. From post copy to captions to images — the AI handles the full creative pipeline on a consistent schedule so your brand stays active without manual effort.

Overview

Live stats on posts published, platforms connected, scheduled queue length, and recent post performance. Shows a content calendar view of upcoming scheduled posts across all connected channels.

Post Ideas

AI-generated content ideas tailored to your brand and industry. Each idea includes a suggested caption, hashtags, and content type (image, reel, carousel, text). Approve to schedule immediately, or edit before publishing.

Posts History

A chronological log of all published posts — platform, content preview, publish date, and engagement metrics (likes, shares, clicks) where available. Re-post or archive any content from this view.

Asset Library

Centralized media library for your brand assets — logos, product images, brand photography, and AI-generated visuals. Upload images here and the AI will pull from your library when generating posts to ensure visual consistency.

Inbound Assistants
Inbound Module

Voice Assistant

Answers inbound calls with a human-like AI voice, qualifies callers, and automatically books appointments on your calendar — 24/7, without a human receptionist.

Overview

Call distribution charts, recent activity feed, upcoming appointments widget, and your active phone line. Shows A2P 10DLC SMS registration status and any pending compliance steps.

Configuration

The setup wizard for your voice agent. Choose a voice template (Receptionist, Sales Agent, Appointment Setter) to auto-populate a proven system prompt. Key settings:

  • AI Local Number: AIMB provisions a dedicated Twilio number for you — fastest way to go live with no Twilio account needed.
  • Custom Twilio (BYOT): Use your own Account SID, Auth Token, and existing business number. Required for outbound campaigns.
  • Calendar Integration: Link Google Calendar so the assistant checks real-time availability and books meetings during calls.
  • Business Hours: Define when the assistant actively answers calls vs. sending to voicemail.
AI Assistant

The system prompt editor — the AI's core brain defining its persona, goals, and knowledge.

  • Rebuild from Template: Resets the prompt to a proven industry-standard template for your selected agent type.
  • Dynamic Prompt Builder: A structured form that auto-generates variables (business name, services, FAQs, hours) without writing raw prompt text.
  • Language Selector: Override the bot's response language for this module specifically.
Voices

Browse and preview AI voices powered by ElevenLabs. Click Preview to hear a sample before saving. The selected voice applies to all new inbound calls immediately.

Knowledge Base

Upload documents (PDF, DOCX, TXT) the voice agent references during calls. Enables the assistant to accurately answer caller questions using your specific business materials rather than generic AI knowledge.

Email & SMS Templates

(Enterprise plan only.) Customize automated follow-up messages sent after a call. Use merge fields like {name}, {appointment_time}, and {business_name}.

Contacts

Searchable, filterable CRM table of every contact captured by the voice assistant — name, phone, email, call date, and appointment status. Export to CSV at any time.

Appointments

All appointments booked by the AI — upcoming, past, and cancelled — synced in real time from Google Calendar.

Call History

Full transcript and recording log for every inbound call. Review AI performance, identify missed opportunities, and refine your system prompt based on real call data.

A2P 10DLC — Automated SMS Compliance

To comply with US carrier regulations, our system automatically appends an opt-in disclaimer to the first SMS sent to any new contact. Once they reply "YES", they are opted in and a sms_consent_granted event fires to initiate your follow-up drip campaigns automatically.


Inbound Module

Knowledge Assistant

A Retrieval-Augmented Generation (RAG) chatbot trained on your specific documents. Delivers precise answers grounded exclusively in your uploaded knowledge base — ideal for internal team support, customer FAQ bots, and client portals.

Overview

Knowledge Base Health card showing indexed document count, total vector chunks, and last indexed date. Plus a Questions Handled chart tracking volume over time.

AI Assistant

Configure the chatbot's system prompt — persona, the scope of topics it addresses, and how it handles out-of-scope questions (e.g., "I only have information about [topic]. Please contact support for anything else.").

Test Agent

Live chat interface to test your knowledge assistant before embedding it. Ask questions and verify that responses are accurate, stay within your defined scope, and properly cite source documents.

Knowledge Base

Upload and manage source documents. Supported: PDF, DOCX, TXT, CSV. The system automatically chunks and indexes each file using vector embeddings.

  • Upload: Drag-and-drop or select files to add.
  • Re-index: Force fresh re-indexing after editing a document.
  • Delete: Remove a document and all its associated vector chunks.
Appointments

Appointments scheduled through the knowledge assistant if booking functionality is enabled in the system prompt.

Advanced

Fine-tune retrieval settings (similarity threshold, max chunks per query) and access the JavaScript embed code to add the chatbot to any external website or client portal.


Inbound Module

Website AI Concierge

An AI-powered chat bubble for your website that proactively engages visitors, captures contact information, answers questions, and syncs every interaction to your CRM — converting anonymous traffic into qualified leads.

Overview

Conversation stats, new contacts captured today, success rate, recent activity, and quick-access to the Embed Code widget.

AI Assistant

Configure the chatbot's personality and goals using the Dynamic Prompt Builder — set business name, services, qualifying questions, hours, and CTAs without writing raw prompt text.

Test Agent

Live preview of the chatbot experience. Test the full conversation flow and confirm it captures leads correctly before embedding on your website.

Contacts

CRM table of all contacts captured — name, email, phone, source URL, capture date, and conversation summary. Fully searchable and exportable to CSV.

Appointments

Appointments booked through the website chat, synced from Google Calendar in real time.

Advanced

Access the embed snippet, customize widget appearance (colors, position, greeting message), and configure a domain allowlist to restrict which URLs can load the widget.

<script src="https://chat.aimarketingbase.com/widget.js" data-tenant="YOUR_TENANT_ID"></script>

Paste this before the closing </body> tag on your website.


Social Module

Messenger AI Assistant

Automates Facebook Messenger DMs and post comment replies for your Facebook Business Page. Captures leads, qualifies contacts, and engages your audience 24/7 using AI-powered Growth Marketing Funnels.

Overview

Activity stats and a Growth Marketing Funnels control panel showing live status of all funnels. Includes a Conversations Volume chart and Recent Activity feed.

Funnels

Configure your five Social Growth Marketing Funnels:

  • Comment Auto-Reply: Replies to post comments matching your trigger word (e.g., PROMO) via private DM. Configure the keyword and DM response message.
  • Story Mention Magnet: Auto-sends a DM with links or guides when users tag your page in their Facebook stories.
  • Direct DM Triage: The primary DM assistant — answers FAQs, qualifies leads, and books appointments from all incoming DMs.
  • Icebreaker FAQ Flow: Shows quick-tap buttons to new users opening a DM, instantly routing them to relevant FAQ or qualifying workflows.
  • Link-in-DM Engagement: Auto-sends interactive CTA buttons (Spotify, YouTube, Linktree) to drive traffic and click-through rates.
Live Inbox

Real-time view of all active Messenger conversations. Monitor AI responses as they happen, manually intervene in any conversation, and flag contacts for follow-up. Updates live without page refresh.

AI Assistant

Configure the core DM assistant's system prompt — persona, qualifying questions, services, and human escalation rules.

Test Agent

Simulate a Messenger conversation to verify the AI responds correctly before activating on your Facebook Page.

Contacts

All contacts captured through Messenger DMs, including Facebook profile name, capture date, and conversation summary.

Appointments

Appointments booked through Messenger conversations, synced to Google Calendar.


Social Module

Instagram AI Assistant

Works identically to the Messenger AI Assistant but operates on your Instagram Business Account — managing DMs, comment replies, story mention automation, and lead capture through the same Growth Marketing Funnels system.

Overview

Activity stats, Growth Marketing Funnels status board, Conversations Volume chart, and Recent Activity feed — all scoped to your Instagram account.

Funnels

Same five funnel types as Messenger — Comment Auto-Reply, Story Mention Magnet, Direct DM Triage, Icebreaker FAQ Flow, and Link-in-DM Engagement — configured specifically for your Instagram account.

Live Inbox

Real-time Instagram DM inbox. Monitor and manually override AI responses on any active conversation.

AI Assistant

System prompt editor for the Instagram DM assistant. Customize persona and goals for your Instagram brand voice.

Test Agent

Simulate an Instagram DM conversation to validate AI responses before activating.

Contacts

CRM table of all contacts captured through Instagram DMs.

Appointments

Appointments scheduled through Instagram conversations.

Requirement: Your Instagram account must be linked to a Facebook Business Page in Meta Business Manager before connecting to AIMB.
Follow Ups
CRM & Automation

Contact Nurturing

Scores contacts based on behavioral signals, then automatically nurtures them through email and SMS drip sequences until they convert — or opts them out if they go cold.

How SMS Works (No Twilio Account Needed)

You do not need to connect a Twilio account in the Connections tab to use SMS drips. Once you set up a Voice Assistant, AIMB provisions a dedicated AI Local Number for you. As soon as you pass A2P compliance verification for that number, it will automatically be used for all your inbound calls and outbound SMS drip campaigns.

Follow Ups

(Default tab.) The drip campaign builder. Create multi-step sequences combining email and SMS touchpoints:

  • Trigger Event: What starts the sequence — new contact captured, appointment no-show, sms_consent_granted, score threshold reached, etc.
  • Delay: Wait time between each step (e.g., 24 hours, 3 days, 1 week).
  • Message Type: Email, SMS, or both for each step in the sequence.
  • Stop Condition: Automatically pause the sequence if the contact books, replies, opts out, or reaches a score threshold.
Contacts

Master contact table showing all leads across every module with their current engagement score (0–100). Scores are calculated from behavioral signals:

  • +10 pts — Email opened.
  • +20 pts — Link clicked in email or SMS.
  • +30 pts — Replied to a message.
  • +50 pts — Appointment booked.
  • −10 pts — No reply after 7 days.
Appointments

Unified appointments view across all modules — booked, confirmed, cancelled, and no-show status for every meeting in your pipeline.

How SMS Opt-In Works

The first SMS to any new contact automatically appends: "Reply YES to confirm you'd like to receive updates." Once they reply YES, the sms_consent_granted event fires and their nurture sequence begins immediately. Contacts who do not reply are not sent further messages, keeping you compliant with A2P 10DLC carrier regulations.


CRM

Contacts Hub

A unified CRM view of every contact and conversation captured across all AIMB channels — voice, social, web chat, and outreach — in a single searchable, filterable table.

All Contacts

The default view. Every contact from every module in one place — sorted by most recent activity. Includes name, source channel, status, last interaction date, and contact details.

New

Contacts captured within the last 24–48 hours who have not yet been qualified or contacted. Filter here to prioritize fresh inbound leads for immediate follow-up.

Qualified

Contacts who have been scored and identified as strong prospects — either by the AI during a conversation or by your own manual qualification. Ready for sales outreach or booking.

Booked

Contacts who have a confirmed appointment on your calendar. Cross-references Google Calendar bookings to keep this list current in real time.

Needs Follow Up

Contacts flagged by the AI (or manually) as requiring a human touchpoint — e.g., they asked a question the AI couldn't answer, or they asked to speak with a person. Review these daily to prevent revenue leaks.

Outreach
Outbound Module

Outbound Voice Assistant

Proactively calls leads and contacts using AI-driven outbound phone campaigns. Designed for follow-up sequences, re-engagement campaigns, and appointment confirmations. Requires your own Twilio account.

Overview

Real-time stats on outbound call volume, connection rates, recent activity, and campaign performance. Shows your active outbound phone number and A2P compliance status.

Configuration

Requires Custom Twilio (BYOT). Enter your Twilio Account SID and Auth Token, then select the phone number for outbound caller ID. This number must be verified in your Twilio account.

AI Assistant

Configure the outbound agent's system prompt — opening line, qualifying questions, objection handling, and call-to-action (book an appointment, confirm attendance, etc.).

Batch Calls

Upload a CSV of contacts to dial in bulk. Configure call intervals to avoid carrier SPAM flags. Monitor live progress, pause the campaign mid-run, and review which contacts answered, declined, or were unreachable.

Voices

Browse and preview ElevenLabs voices for your outbound agent's persona.

Knowledge Base

Upload documents the outbound agent references when answering follow-up questions during calls.

Contacts

CRM table of all contacts reached by outbound campaigns — call outcome, timestamp, and contact details.

Appointments

Appointments booked as a result of outbound calls, synced to Google Calendar.

Call History

Full log of all outbound calls with transcript, duration, outcome, and follow-up actions triggered.

TCPA Compliance: The Outbound Voice Assistant must only trigger follow-up communications (Email/SMS) upon explicit contact consent. Ensure your contact list has opted in to receive calls per TCPA regulations before launching any campaign.
System
Integrations

Connections

The /connections page is where you authorize AIMB to communicate with your existing accounts and platforms. All credentials are stored encrypted and are never logged or exposed in plain text.

Meta (Facebook & Instagram)

Required for the Messenger AI Assistant and Instagram AI Assistant.

  1. Click Connect on the Meta card at /connections.
  2. Log in to Facebook and select your Business Page(s).
  3. Grant Manage Messages and Pages Messaging permissions.
  4. For Instagram, ensure your IG account is already linked to a Facebook Business Page in Meta Business Manager.

Google (Gmail & Calendar)

Required for AI-assisted appointment booking and automated email outreach.

  1. Click Connect Google at /connections.
  2. Select your Google account and authorize calendar and Gmail access.
  3. Ensure the gmail.send scope is granted to enable outbound email.
  4. The Voice Assistant will now check Google Calendar for real-time availability during every call.

Telephony & Compliance (Twilio)

  • AI Local Numbers (Recommended): AIMB provisions a dedicated Twilio sub-account and purchases a local number on your behalf. No Twilio account needed — fastest path to live voice.
  • Custom Twilio (BYOT): Enter your own Twilio Account SID and Auth Token. Required for outbound calling campaigns and using existing business numbers. You are responsible for Brand and Campaign registration via the Twilio Trust Center for A2P compliance.

SMTP Custom Email

Connect your own email provider via IMAP/SMTP to send automated outbound emails from your business domain.

Fixing "Connection Timeout" Errors

Some hosts (SiteGround, HostGator, GoDaddy) block connections from data-center IP ranges. Open a support ticket with your host and ask them to whitelist AWS/Vercel IP ranges for your SMTP and IMAP ports. Note: Google Workspace and Microsoft 365 do not block these connections.

HubSpot CRM

Sync contacts and interaction timelines automatically with HubSpot.

  1. Navigate to /connections and click Connect HubSpot.
  2. Log in to HubSpot and select the portal to sync.
  3. Grant Contacts and Timeline access permissions.
  4. New contacts from any AIMB module will appear in HubSpot within seconds.

System

Settings

Manage your account preferences, team access, billing, and platform-wide configurations from the /settings page.

Account & Profile

  • Update your display name, email address, and avatar.
  • Change your account password.
  • Set your default timezone for appointment booking and scheduling.

Bot Response Language

  • Set the default language for all AI assistants across every module.
  • The language is automatically injected into each module's system prompt.
  • Individual modules can override this setting using their own Language Selector.

Plan & Billing

  • View your current plan, billing cycle, and next renewal date.
  • Upgrade, downgrade, or cancel your subscription.
  • Download invoices and payment receipts.
  • Manage your payment method (credit card or bank account).

Notifications

  • Configure email alerts for new contacts, appointment bookings, and follow-up triggers.
  • Set daily or weekly digest summaries for module activity.
  • Enable real-time push notifications for high-priority leads.