Agent Assist is an AI-powered virtual assistant designed specifically for self-storage operators, enabling you to offer seamless, automated customer support on your website. Integrated with SiteLink by Storable, Agent Assist helps storage facilities provide 24/7 assistance for common customer needs such as finding a facility and unit, placing a reservation, requesting access codes, and answering their common questions — all without requiring staff intervention.
Reach out to our team if you're interested in Agent Assist.
Customer experience
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Once installed, the Agent Assist widget will appear on your website. Customers can click Chat Now to start chatting with the bot. The Chatbot will be trained on the FAQs you provided during implementation and can answer company-specific questions related to the FAQs.
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If a customer wants to book a unit, the chatbot will guide them through selecting the best unit that fits their requirements. The chatbot will first ask for the city and state, or zip code, to find a facility in the customer's desired area. |
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The chatbot will show your facilities that are close to that location. Each facility card has a clickable phone number, the distance from the zip code, and the facility address. To filter their options, the customer can select a radius from the center of the city or zip code they entered.
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Customers can also view available units by size by clicking the size buttons (ex: small, medium, large).
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If there are five or fewer available units of the selected size, there will be a scarcity message (ex: 2 Units left!) under the unit size. |
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Customers can filter units by amenities and price by clicking the Filters button. The rates and promotions shown in the chatbot will be the same as those on your website. See our resources below for more information: 📖Displaying Discount Plans on your website
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Customers can click the View Map link to open a Google Maps window and view facility locations. |
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Once the customer selects a unit, the chatbot will ask for their information and desired move-in date. For a reservation to be placed, the requested move-in date must be for the current date or a future date and within your reservation expiration window. If the customer wants to move in outside that time frame, the request will be created as a lead instead of a reservation. If a reservation fee is required, it will be included in the price. However, the customer will not be able to place a reservation. They will be provided with the facility contact information, and a lead will be created in your software. |
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The customer will be asked to confirm any needed information before the chatbot submits the reservation to SiteLink. |
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The customer will receive confirmation of their completed reservation in the chatbot and from your software, depending on your settings. If the unit requires a paid reservation, the customer will receive instructions to contact your facility to complete the reservation. If the customer places a reservation for the current or following day, they will receive a payment link that directs them to your Rental Center. The chat will remain open for 24 hours, and the chat history will be available for the customer to access if needed.
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If a customer asks to speak with a human at any point during the chat, the chatbot will confirm which facility the customer is interested in and give them the facility's phone number.
Current tenants
If a current tenant asks for their access code, they will be asked to provide the facility name, tenant name, tenant phone number, and unit number. The bot will check the Overlock status in SiteLink before providing the code. Access codes will be texted to the tenant's phone number on file.
What does a lead or reservation made by Agent Assist look like in SiteLink?
Once a reservation is placed through the chatbot, it will appear in SiteLink and say it was made by Storable Agent Assist.
If the customer selects a facility, enters their desired move-in date, name, email address, and phone number, but does not complete the reservation due to an issue such as an inaccurate move-in date or failure to confirm their information, they will appear as a Lead in SiteLink.
Agent Assist Admin Panel
The Agent Assist Dashboard is a centralized interface that allows you to monitor customer interactions and chatbot performance.
Once the Storable Implementation team has configured Agent Assist for your website, you will receive an email with a link to the admin portal.
Logging in and user management
SSO
If your company uses SSO, you can log in to the Agent Assist Admin Panel with your SSO User Account. To give additional users access to the Agent Assist Admin panel, assign the Socket Chat Admin role to the user in the SSO portal.
Learn more about SSO user management in our help article.
If you don’t use SSO
If you don’t use SSO, Storable Implementation will give you a username and password for the admin panel. If additional users are needed or you have issues logging in, email support at sitelinksupport@storable.com.
Resetting passwords
If you're the Agent Assist admin, you can reset your own password from the login screen. If an additional user needs their password reset, the admin can reset their password.
Chat page
The Chat page includes all past and in-progress chats sorted by date and duration.
Reservation statuses
In the Reservation column, you’ll see the status of the chats and whether a reservation was placed. Each chat will have one of the following statuses:
In progress - The chat is still in progress.
Done - The chat is complete, and a reservation was made.
General inquiry - The chat is complete, but a reservation wasn’t made.
Click on a chat to view the messages and an AI snapshot overview of the chat. If the chat is still in progress, you can click the Take over chat toggle to take over from the bot.
Toggle off Take over chat to return the chat to the chatbot.
Dashboard page
The Dashboard page shows Total Conversations, Average Conversation Time, and Total Conversion metrics at a glance. Data is populated up to and including the previous day, overnight, and includes complete and in-progress conversations.
For each category, you can choose to view data from yesterday or the last 30 days.
You can filter the list of conversations to show chats that occurred during or after office hours by selecting the Office Hours or After Hours button. Office hours include chats that occurred between 8 am and 6 pm, your local time.
Columns
Date/Time - Your local time when the chat started.
Intended task - An overview of the customer’s request.
Duration - The duration of the chat.
Messages - The number of messages back and forth between the chatbot and the customer.
Sentiment - This captures the overall emotional tone of the customer’s interaction within the chat and is classified as one of the following:
Positive: The customer confirms their query is resolved or ends the conversation politely, often responding with phrases like “No, thank you”, “That’s all I needed”, “Thanks, I’m good”, especially in response to the chatbot asking if further help is needed. These are usually found toward the end of the conversation and indicate a satisfactory resolution.
Negative: The customer expresses dissatisfaction, frustration, or concern. Examples include “This didn’t help”, “That’s not what I asked”, “I still have an issue”, or abandoning the chat mid-issue. These typically appear in the middle or end of unresolved conversations.
Neutral: The conversation remains informational, procedural, or lacks emotional tone. The customer may have asked for prices, hours, or unit availability, without clear signals of satisfaction or frustration.
Conversion - Did the customer place a reservation? Yes or No.
Task Complete - This column reflects whether the task the customer was attempting (making a reservation, requesting facility information, etc) was completed. Yes or No
Export the chat data
To export data from this page, select a start and end date and click Apply. A date range must be selected in order to export the data.
Click the export icon.
AI Center page
Promo banner
You can display a scrolling promotional message at the top of the Agent Assist chatbot window to highlight a promotion you’re offering and encourage customers to complete their reservations and move-ins. The banner will stop scrolling if a customer hovers over it.
Example:
Follow the instructions below to add a promo banner to your Agent Assist chatbot.
Navigate to the AI Center page and go to the Marketing tab.
Click Add in the Promo Banner section.
Enter a name for the banner in the Name field. This name will not be shown externally to customers.
Enter the message you want to display on the banner in the Message field.
Enable the banner by clicking the toggle.
Only one banner can be enabled at a time, but you can create up to 10 promo banners and quickly switch between them as needed.