Templates & Playbooks6 min readLast updated: February 28, 2026

AI Agent Setup Checklist: Launch Your Conversational Page in 10 Minutes

TL;DR

Launch your AI qualification agent in 10 minutes with this checklist: write your business description (3 min), connect Google Calendar (30 sec), update bio links (2 min), test 3 scenarios (3 min), post a Story announcement (2 min). Then optimize over 30 days using conversation analytics.

Pre-launch: what you need before starting

Before opening Tirion, gather these three things. Total prep time: 5 minutes.

Tirion is an AI-powered link-in-bio platform that replaces static link pages with a conversational AI agent. Your agent qualifies leads, books meetings directly on Google Calendar, sends pre-call briefings, and follows up automatically — replacing Linktree, Calendly, Typeform, ManyChat, and Mailchimp with one link.

Item 1: Your Google account credentials. You will sign in with Google to connect your calendar. Use the Google account that has your business calendar.

Item 2: A clear description of your business. Write 3-5 sentences covering: who you serve, what you offer, your pricing, and what makes someone a good fit. You will paste this during setup.

Item 3: Your qualification criteria. What makes someone qualified for a meeting? Think: minimum budget, right type of need, reasonable timeline, decision-making authority. Write these as simple statements.

Example business description: 'I'm a business coach helping consultants scale from $5K-15K/month to $25K+. My 3-month Accelerator program is $5,000. Ideal clients have been consulting for at least 1 year, have 3+ existing clients, and are ready to invest in growth systems. I don't work with people looking for quick-fix tactics.'

Phase 1: Setup (5 minutes)

Step 1: Sign up with Google (30 seconds). - [ ] Go to tirionforge.com/onboarding - [ ] Click 'Sign in with Google' - [ ] Select your business Google account - [ ] Calendar connects automatically

Step 2: Choose your handle (30 seconds). - [ ] Pick a short, memorable handle (your name or brand) - [ ] This becomes your URL: tirionforge.com/s/yourhandle - [ ] Keep it short — you will say this out loud and type it in DMs

Step 3: Enter your business description (3 minutes). - [ ] Paste your prepared description - [ ] Include: who you serve, what you offer, pricing, ideal client criteria - [ ] Include what makes someone NOT a fit (helps the AI filter) - [ ] Review the AI's generated conversation strategy

Step 4: Customize appearance (1 minute). - [ ] Upload your profile photo - [ ] Choose a theme that matches your brand - [ ] Select your accent color - [ ] Preview on mobile (most visitors will see it this way)

Phase 2: Testing (3 minutes)

Test these 3 scenarios before going live.

Test 1: Ideal prospect. - [ ] Open your page in a new browser tab - [ ] Respond as if you are your ideal client - [ ] Verify: AI asks relevant qualification questions - [ ] Verify: AI correctly identifies you as qualified - [ ] Verify: AI offers booking with specific times from your calendar - [ ] Verify: Booking appears on your Google Calendar

Test 2: Unqualified prospect. - [ ] Open a new conversation - [ ] Respond as someone who does not meet your criteria (wrong budget or wrong need) - [ ] Verify: AI handles gracefully (does not reject rudely) - [ ] Verify: AI redirects to appropriate alternative (resource, referral, or nurture)

Test 3: Vague or unusual input. - [ ] Open a new conversation - [ ] Give vague answers ('I'm not sure,' 'just looking around') - [ ] Verify: AI asks clarifying questions instead of making assumptions - [ ] Verify: AI maintains a helpful, patient tone

If any test fails: Adjust your business description to address the gap. Add more detail about your ideal client or what disqualifies someone. Re-test.

Phase 3: Go live (2 minutes)

Step 5: Update your bio links. - [ ] Instagram: Replace bio link URL with your Tirion page - [ ] TikTok: Update bio link - [ ] LinkedIn: Update contact/website URL - [ ] Twitter/X: Update bio link - [ ] Email signature: Update website link - [ ] Website (if applicable): Update CTA buttons

Step 6: Update your Instagram bio CTA. - [ ] Change CTA to reference the conversational experience - [ ] Example: 'Chat with my AI assistant to see if we're a fit ↓' - [ ] Or: 'Get personalized recommendations in 2 min ↓'

Step 7: Save a DM Quick Reply. - [ ] Open Instagram Settings → Business → Saved Replies - [ ] Create: 'Thanks for reaching out! The fastest way to check if we're a fit and grab a time to chat is through my assistant — [your Tirion URL]. It'll walk you through everything in 2 minutes.' - [ ] Shortcut: 'book' or 'link'

Step 8: Announce on Stories. - [ ] Post a Story: 'I just upgraded my booking experience! Now you can chat with my AI assistant to see if we're a fit and book a call — all in one conversation. Link in bio to try it!' - [ ] Pin this Story to a highlight called 'Book' or 'Work With Me'

Phase 4: First week optimization

Day 1-3: Monitor conversations. - [ ] Check your Tirion dashboard daily - [ ] Review every conversation for the first 3 days - [ ] Note: Are visitors engaging? Where do they drop off? - [ ] Note: Is the AI asking the right questions? - [ ] Note: Are qualified prospects being offered booking?

Day 3-5: Make first adjustments. - [ ] If engagement is low (<35%): Adjust your greeting to be warmer or more specific - [ ] If qualification is too strict (<20% qualify): Loosen criteria in your description - [ ] If qualification is too loose (>70% qualify): Tighten criteria - [ ] If booking rate is low: Check calendar availability (enough open slots?)

Day 5-7: Content alignment. - [ ] Post 2-3 content pieces specifically driving to your bio link - [ ] Use problem-agitation format: describe a pain point, direct to bio link - [ ] Track which content types drive the most conversation starts - [ ] Compare booking rate to your pre-Tirion baseline

End of week 1 metrics to record: - Total page visitors: ___ - Conversations started: ___ (target: 35-55% of visitors) - Conversations completed: ___ (target: 60-80% of started) - Prospects qualified: ___ (target: 40-60% of completed) - Meetings booked: ___ (target: 65-80% of qualified) - Show rate: ___ (target: 88-92%)

Phase 5: 30-day optimization playbook

Week 2: Refine qualification. - [ ] Review which qualified prospects became clients (and which did not) - [ ] Adjust criteria based on actual conversion data - [ ] If close rate is low (<25%): Qualification may be too loose — tighten - [ ] If close rate is high (>50%): Qualification may be too strict — consider loosening

Week 3: Optimize follow-up. - [ ] Review follow-up conversion rate (non-bookers who later book) - [ ] Check follow-up message quality in dashboard - [ ] Ensure follow-up references conversation specifics - [ ] Target: 15-25% of non-bookers convert through follow-up

Week 4: Measure ROI. - [ ] Calculate total meetings booked through Tirion - [ ] Calculate clients acquired through Tirion - [ ] Calculate revenue attributed to Tirion conversations - [ ] Compare to pre-Tirion metrics for the same traffic volume - [ ] ROI = (Revenue from Tirion clients - Tirion subscription) / Tirion subscription

30-day success benchmarks: - 3-5x more booked meetings from the same traffic - 25-35% higher close rate from pre-qualified meetings - 5-10 hours/month recovered from manual qualification - Positive ROI within the first week for most service professionals

After 30 days: Your AI agent is optimized and running. Weekly check-ins (5-10 minutes reviewing analytics) replace the daily monitoring of the first week. The system runs itself.

AI Agent Setup Timeline

Phase	Duration	Key Actions	Outcome
Pre-launch	5 min	Gather Google account, write description, define criteria	Ready to set up
Setup	5 min	Sign up, enter description, customize	Page is live
Testing	3 min	Test 3 scenarios, verify qualification and booking	Confidence in AI quality
Go live	2 min	Update bio links, save DM redirect, announce	Receiving real traffic
Week 1	15 min/day	Monitor conversations, make first adjustments	Baseline metrics established
Month 1	5-10 min/week	Refine qualification, optimize follow-up, measure ROI	System fully optimized

Key Takeaways

1Total setup time: 10 minutes (5 min setup + 3 min testing + 2 min going live).
2The business description is the most important input — include who you serve, what you offer, pricing, and ideal client criteria.
3Test 3 scenarios before going live: ideal prospect, unqualified prospect, and vague/unusual input.
4First week: monitor daily and make adjustments. After week 1: weekly check-ins (5-10 min) are sufficient.
530-day benchmark: 3-5x more bookings, 25-35% higher close rate, 5-10 hours/month recovered.

Frequently Asked Questions

What if I do not have a Google account?

Tirion requires Google sign-in for calendar integration. If your business calendar is on a different platform, create a Google account and sync your existing calendar to Google Calendar. Most calendar platforms support two-way sync.

How often should I update my business description?

Update when your services, pricing, or ideal client criteria change. For most professionals, this is quarterly or less. The AI adapts its conversation strategy automatically when you update the description.

Can I undo the switch if it does not work?

Yes. Simply change your bio link back to your previous URL. Nothing is permanent. However, 95%+ of service professionals who try conversational pages see immediate improvement and do not switch back.

What if I get very few visitors?

Even with low traffic (50-100 visitors/month), the conversion improvement from conversational pages is significant. Focus on converting existing traffic better first, then grow traffic through content strategy. A high-converting page with low traffic outperforms a low-converting page with high traffic.

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