Your setup checklist

What your assistant knows

Your assistant only answers from these facts. Keep prices and hours up to date and changes take effect immediately. Never put ID, medical aid or bank numbers here.

Business name

Assistant's name

Colour

First message (greeting) Booking link (optional): Calendly, Cal.com or your booking system Facts: services, prices, hours, area, booking, policies (one per line)

Your business page

Show my business page Tagline Cover photo link (optional): paste a link to a photo of your business, otherwise we choose one that suits your type of business About (2–3 sentences) Services, one per line as Name - price Opening hours, one per line

Address or area

WhatsApp number (button on your page)

View my page ↗

Add your bank details or payment link under Business details first, so customers know how to pay you.

–waiting to be paid

–overdue

–paid this month

–open quotes

New invoice

Customer name

Customer phone or email

Customer address (optional) Items (prices excluding VAT)

Notes for the customer (optional)

Payment due in (days)

Total: –

Your quotes & invoices

Number	Customer	Date	Total	Status

Nothing yet. Create your first quote or invoice above. You can also start one from a lead on the Overview tab.

➕ New booking

Customer name

Customer WhatsApp / phone

Service

Date

Time

How long

Notes (optional)

📅 Upcoming bookings

Loading…

🏦 Your bank details

Printed on your invoices so customers can pay you by EFT. Only your customers see them, on invoices you send.

Bank Account holder name

Account number

Branch code

Account type

Customers are asked to use the invoice number as their payment reference.

Details on your quotes & invoices

Customers pay you directly by EFT or your own payment link. AskZuri never handles your money, and there are no fees.

Business / legal name

Company reg. number (optional)

Address

Phone

Online payment link (optional): your own Paystack, PayFast, Yoco or SnapScan link

Currency

VAT % (0 if not registered)

VAT number (if registered)

Pay within (days)

Invoice prefix

Quote prefix

Footer message

Last 30 days

Everything your AI receptionist has handled for you.

0new leads (30 days)

0leads that came in after hours or at weekends

0%of leads arrived when you were closed

0conversations handled

Leads

When	Name	Contact	What they need

No leads yet. They'll appear here the moment someone leaves their details.

Your setup checklist

What your assistant knows

Your business page

New invoice

Your quotes & invoices

➕ New booking

📅 Upcoming bookings

🏦 Your bank details

Details on your quotes & invoices

Last 30 days

Leads

Recent conversations