Boardroom AI · setup guide for Altegio clients · updated 5 November 2026 · Русский

Revenue Control: AI administrator and CRM for salons on Altegio

Revenue Control is an AI assistant and CRM by Boardroom AI (Dubai, UAE). It answers your salon's clients around the clock on WhatsApp, Telegram and your website chat, takes services, prices, masters and free times from Altegio, and books, moves and cancels visits. Every booking lands in the CRM together with the conversation.

What makes it different

What the service does and does not do

It answers questions about services and prices, offers free times, and books, moves and cancels the client's own appointments in Altegio. A new booking appears in the CRM as a meeting and a deal. The administrator can take over any conversation at any moment.

The service does not change your price list, masters' schedules or online-booking settings; it does not apply discounts, redeem bonuses or take payment for the visit — that stays in Altegio. Instagram direct messages are not supported yet.

Have ready

Step by step — 10–15 minutes

  1. In the Altegio Marketplace open the Revenue Control card and press Connect.
  2. Read the list of access rights and confirm. Rights are granted at connection; if you change them later, disconnect the app and connect it again.
  3. Sign in to Revenue Control or create an account by email: a one-time code arrives, no password needed.
  4. The cabinet opens on Integrations with the block Welcome! Altegio is connected from the Marketplace. The branch you installed from is connected, a salon pipeline is created (new enquiry, consultation, booked, came, no-show, cancelled), and if you had no instruction of your own, a salon assistant is prepared. The block shows which step is left.
    The block «Welcome! Altegio is connected from the Marketplace» with the «Connect WhatsApp» and «Connect Telegram» buttons
    The welcome block: what is ready and what is left.
  5. Connect a messenger with Connect WhatsApp or Connect Telegram in the same block and follow the steps on screen. The assistant starts answering your clients only after this step.
  6. Open AI Agents → What it says: check the greeting, language and instruction, and that Agent enabled is ticked.
    The «What it says» screen: the assistant's language, greeting and instruction
    The assistant's greeting, language and instruction.
    In What it knows add your price list and salon rules.
    The «What it knows» screen: the assistant's knowledge about the salon
    The assistant's knowledge: what it answers clients with.
  7. From the second phone write to the connected messenger, for example «I'd like a haircut tomorrow»: ask for a service, pick a time, confirm. Check that the booking appeared in the Altegio calendar and in the CRM.
    CRM: deals by pipeline stage
    Deals in the CRM by stage.

Settings in the cabinet

Trial, price and payment

Disconnect

In Altegio open integrations, find Revenue Control and press Disconnect. Access and notifications stop at once. Your data stays in your Revenue Control account, and you can connect again at any time. To close the account and delete the data, see data deletion or write to support.

Support

The team answers on working days; the assistant itself works around the clock.

We never ask for your Altegio password and never ask you to copy keys or tokens. If someone asks for them in our name, do not share them.

Privacy: control.boardroom-ai.ae/privacy.html · Support: support@boardroom-ai.ae