AI Assistant Configuration Guide

3 min read

We’re thrilled to introduce AI Pro Shop Assistant — our biggest step yet in helping golf operators deliver a modern, seamless golfer experience. This powerful new product lives right on your website, ready to book tee times, add players to your waitlist, and answer questions about your course, events, amenities and more, instantly. By reducing call volume and freeing up staff, the AI Pro Shop Assistant helps you focus on what matters most: your guests. This is more than a new product— it’s the start of a new era in golf operations.

Getting your AI Assistant live on your course’s site is as simple as 6 steps:

Step 1: Make sure your AI assistant is configured to pull content from the right sources

Head to the website crawling page to make sure the right site(s) are set up as sources for your AI assistant. Your assistant will only be as good as the knowledge it can source from, so if there are additional site(s) or pages that will help it provide better responses.

Do you know there is information not on your website that you’d like to let your AI Assistant know about? Head over to the notes page and create notes that your AI Assistant can reference when being asked questions. Learn more about notes here.

Step 2: Customize your Welcome Experience

From your settings page, you can customize both the welcome message as well as commonly asked questions buttons. Doing this will help tailor the experience your customers have with your AI assistant to one that is best served to your audience. For your commonly asked questions buttons, we recommend one button for simply booking a tee time (if in-season), one for your tee time waitlist, and 1-4 buttons geared towards other amenities you have on your property (dining, banquet halls, etc). Learn more about customizing your welcome experience here.

Step 3: Try out your AI assistant in a sandbox environment before putting it on your site.

Go to the URL provided by your CSM and give it a whirl! Here are some starter prompts we recommend trying before coming up with your own.

  • “I want to make a tee time”
  • “I want to be added to the waitlist”
  • “Tell me about this course”
  • “What are your rates?”
  • “Is there a restaurant on site?”

Step 4: Add (or update) Noteefy Pro Shop Assistant widget code to your website

Add the below code in the <head> tag or after the <body> tag of your site

  • 💡Note: If you have Noteefy’s old widget code on your site, remove that entirely before adding the following script
<script>
      (async () => {
        try {
          const r = await fetch(
            "https://noteefypublic.blob.core.windows.net/widget/scripts/manifest.json",
            { cache: "no-cache" }
          );
          const { url, integrity } = await r.json();
          const s = document.createElement("script");
          s.src = url;
          s.integrity = integrity;
          s.crossOrigin = "anonymous";
          s.async = true;
          s.onerror = (e) => console.warn("Noteefy widget failed to load", e);
          document.head.appendChild(s);
        } catch (e) {
          console.warn("Noteefy manifest fetch failed", e);
        }
      })();
    </script>

Important Note: If you have any plugins or apps on your content management system that could alter our script in any way, please have it set so that it will not do that. Doing so will risk the appearance and functionality of our widget to be impacted.

If you’d like a deeper explanation on implementing our widget on your site, or are interested in seeing instructions for specific content management systems like Wordpress, head to this article to learn more.

Step 5: Turn it on for your site

Let your CSM know when you are ready to have it go live on your site, and we will flip the switch turning your old Noteefy waitlist widget into your new AI-powered Pro Shop Assistant

Step 6: Educate your Staff, and Tell your Golfers

  1. Use this resource and share with your staff about the change, how it will help lighten the load on phone calls, as well as how they can use it as a resource themselves
  1. Use this folder of enablement resources (email templates, social media images, and email images) and share with your golfers about your new AI-powered Pro Shop Assistant and how they can leverage to find tee times easier, get added to a waitlist when tee times are unavailable, and find answers to everyday questions they have about the course and facilities.
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