Agentflo — Client Intake

Complete all sections to set up your WhatsApp AI assistant

1
Property
2
Rooms
3
Facilities
4
Policies
5
Local Area
6
AI Setup
7
Agreement
Review
Step 1 of 8
Section A & B

Property & Operational Details

Basic information about your guesthouse — this is what the AI introduces to guests.

Required
Required
Required
Required
Required
Enter a valid email
Must be a WhatsApp Business number (not personal)
Required
This is what the AI uses when introducing your property to guests.
Required
Check-In & Check-Out
Required
Required
Section C

Room Inventory

Add each room type — the AI will quote prices and describe rooms directly from this table.

Complete one row per room type. Leave a row blank if you have fewer than 5 types.
Room Name Price/Night (R) Max Guests Bed Type Key Amenities Short Description
Extra Beds
Section D

Facilities & Amenities

Tick everything available — the AI will mention these when guests ask what you offer.

Connectivity & Power
Recreation & Outdoors
Food & Drink
Transport & Parking
In-Room & Services
Section E, F & G

Policies, Breakfast & Specials

The AI will answer guest policy questions accurately and promote your specials automatically.

Key Policies
Required
Required
Required
Breakfast & Dietary
Current Specials & Packages
Section H

Local Area & Directions

Guests always ask what's nearby. The AI will recommend activities and help guests find you.

Include distance from your property where possible.
Please add at least one attraction
Section I

AI Persona & Communication Style

This determines how your AI assistant sounds and behaves — your brand voice in digital form.

Should feel like a real staff member. Avoid robotic names.
Required
AI will share this number when it can't resolve an issue.
Required
Restrictions & Special Instructions
Service Plan
Please select a plan
Agreement

AgentFlo Service Agreement

Please read the agreement below and sign electronically. This is required before we connect your WhatsApp and set up your assistant.

AgentFlo Service Agreement — version v1.0 (2026-07-04)

Between AgenticFlow (Pty) Ltd (reg 2026/404680/07), trading as AgentFlo (“Provider”) and the accommodation business completing this form (“Customer”).

1. The service. AgentFlo is an AI-powered assistant that answers guest enquiries and supports booking-related communication on your WhatsApp Business number. It does not guarantee bookings, revenue or occupancy, is not a property-management system or payment gateway, and does not replace your duty to supervise guest communication. AI responses may occasionally be incomplete or incorrect and you remain responsible for reviewing important guest interactions.

2. Electronic signature (ECTA). You agree to transact electronically under the Electronic Communications and Transactions Act 25 of 2002. Your typed full name together with the “I agree” tick constitutes your electronic signature and evidences your intention to be bound. We record your name, the agreement version, date, time and IP address as part of this acceptance.

3. Authority & accuracy. You warrant that you are a lawful South African accommodation business, that you are authorised to bind the business, that you own or control the WhatsApp number being connected, and that the information provided is true and complete.

4. Data protection (POPIA). Under the Protection of Personal Information Act 4 of 2013 you are the responsible party for your guests’ personal information and we act as your operator, processing it on your instructions to deliver the service. We apply reasonable security safeguards and will notify you without undue delay of any compromise within our control. Guest data may be processed on infrastructure outside South Africa, including Meta/WhatsApp, cloud and AI providers, and flows through the WhatsApp platform subject to Meta’s terms.

5. WhatsApp & Meta. The service runs on Meta’s WhatsApp Business Platform. You must comply with Meta’s WhatsApp Business terms and messaging policy, obtain guest opt-in where required, and honour opt-out requests. AgentFlo is a Meta Tech Provider, not Meta; Meta may limit, suspend or remove numbers at its discretion, and we are not liable for Meta’s enforcement actions.

6. Fees & term. Fees, billing cycle, term, renewal and cancellation terms are those shown at signup or in your order form. Late or failed payment may lead to suspension after reasonable notice. Full commercial terms are confirmed separately in writing.

7. Intellectual property. We own the AgentFlo platform, software and prompts. You own your business content and guest data, and grant us a limited licence to use it solely to provide and improve the service.

8. Liability. Neither party is liable for indirect or consequential loss (including lost profit, revenue, bookings or data). Our total liability in any 12-month period is limited to the fees you paid in that period, except for liability that cannot be limited by law.

9. General. This agreement is governed by South African law. It is the entire agreement on the service; changes must be in writing or electronically accepted.

The full agreement is available on request from support@agentflo.co.za. By signing you confirm you have read and agree to its terms.

Final Step

Review Your Submission

Please confirm the details below before submitting. You can go back to edit any section.

By submitting this form you confirm that all information provided is accurate and you authorise the setup of the AI assistant on the WhatsApp number specified.

All Done — We've Got Your Details!

Your guesthouse information has been received. Your reference number is:

GH-XXXXXX

We'll review your submission and be in touch within 1 business day to confirm your setup date.

Connect your WhatsApp now →

You can also do this later from the link we email you.

What happens next:

  • We review your submission and contact you within 1 business day
  • You receive the Service Agreement to sign electronically
  • 50% deposit invoice is issued to confirm your start date
  • We set up your Meta WhatsApp Business API (we'll guide you)
  • Your AI assistant goes live within 3–5 working days