aijency
Aijency

Documentation

Everything you need to set up and run Aijency on your website.

Overview

Aijency is an AI-powered lead qualification and meeting booking platform. It delivers an embeddable chat widget (powered by an AI agent named Eva) that engages website visitors, qualifies them against BANT criteria, schedules meetings via Google Calendar and Zoom, and syncs all data to HubSpot CRM.

The platform has three components: the embeddable widget (installed on your site via a script tag), the admin portal (where you configure the agent and manage integrations), and the agent API (the backend that powers Eva's conversations and tool execution).


Quick Start

1

Create your account

Sign up at the Aijency admin portal. During onboarding you will configure your agent name, tone, and qualifying questions.

2

Connect your integrations

Go to Integrations in the admin portal. Connect Google Calendar, Zoom, and HubSpot using the OAuth flows provided. All three are required for the full booking workflow.

3

Install the widget

Copy your unique script tag from Widget Settings and paste it before the closing </body> tag on your website:

<script
  src="https://app.aijency.ai/embed.js"
  data-tenant-id="YOUR_TENANT_ID"
  async>
</script>

Replace YOUR_TENANT_ID with the ID shown in your admin portal.

4

Test the booking flow

Open your website in an incognito window and start a conversation with Eva. Confirm that a Zoom meeting is created, a Google Calendar invite is sent, and a HubSpot contact and deal appear in your portal.


Zoom Integration

Aijency uses the Zoom API to create scheduled meetings on your behalf when a visitor books a call through the widget.

How it works

  1. Visitor confirms a meeting time during the conversation
  2. Aijency calls the Zoom API to create a scheduled meeting under your Zoom account
  3. The meeting join URL, meeting ID, and password are embedded in the Google Calendar invite sent to the prospect
  4. The meeting appears in your Zoom dashboard in Australia/Sydney timezone

OAuth scopes requested

ScopePurpose
meeting:write:meetingCreate scheduled meetings on your behalf

Connecting Zoom

  1. In the admin portal, go to Integrations → Zoom
  2. Click Connect Zoom
  3. Sign in to your Zoom account and authorise the requested permissions
  4. You will be redirected back to the admin portal — the integration status will show as Connected

Disconnecting Zoom

Click Disconnect in the Zoom integration panel. You can also revoke access directly from your Zoom Marketplace installed apps.


HubSpot Integration

Aijency syncs lead data and conversation transcripts to your HubSpot portal after every completed booking.

What gets created in HubSpot

OAuth scopes requested

ScopePurpose
crm.objects.contacts.writeCreate and update contact records
crm.objects.contacts.readSearch for existing contacts by email
crm.schemas.contacts.readRead contact property schema
crm.objects.deals.writeCreate deal records when a meeting is booked

Connecting HubSpot

  1. In the admin portal, go to Integrations → HubSpot
  2. Click Connect HubSpot
  3. Sign in to your HubSpot account and select the portal to connect
  4. Authorise the requested permissions and you will be redirected back

Disconnecting HubSpot

Click Disconnect in the HubSpot integration panel, or revoke access from HubSpot → Settings → Integrations → Connected Apps.


Google Calendar Integration

Aijency reads your calendar availability and creates meeting events with Zoom details embedded.

OAuth scopes requested

ScopePurpose
calendar.readonlyRead free/busy data to find available slots
calendar.eventsCreate calendar events and send invites to prospects
openidAuthenticate your Google identity
userinfo.emailRetrieve your email to add you as a guest on events

Agent Configuration

Agent name and tone

In Agent Config, set your agent's name (default: Eva) and choose a tone preset: Professional, Friendly, Direct, or Consultative.

Availability settings

Configure available days, hours, meeting duration, and buffer time between meetings. Defaults: Monday–Friday, 9:00 AM–5:30 PM AEDT, 45-minute meetings, 30-minute buffer.

Custom instructions

Add custom instructions to guide Eva's conversation — for example, specific products to promote, objection-handling scripts, or industry-specific qualification questions.


Data and Privacy

All data is stored in Australia (Sydney, ap-southeast-2). OAuth tokens are encrypted at rest using AES-256-GCM. For full details, see the Privacy Policy.

Need Help?

Contact us at info@aijency.ai or visit the Support page.