My dashboard โ†’

Your setup guide, step by step

Choose your plan above. Then follow the steps in order. Every button you must tap is shown like this: Button name. It takes about 20 minutes in total.

What's in this guide
  1. Sign up and build your assistant (5 min)
  2. Put your dashboard on your phone (1 min)
  3. Your setup checklist (10 min)
  4. Using it every day
  5. Help and problems
What your plan includes
StarterGrowthPro
AI receptionist on your website or business page (type or talk)โœ“โœ“โœ“
Your own business pageโœ“โœ“โœ“
Dashboard with every enquiryโœ“โœ“โœ“
Free quotes & invoicesโœ“โœ“โœ“
Bookings in your phone calendarโ€“โœ“โœ“
AI replies on your WhatsAppโ€“SoonSoon
AI answers your phone callsโ€“โ€“Soon
Up to 3 locations, priority supportโ€“โ€“โœ“
Part 1 ยท 5 minutes ยท all plans

Sign up and build your assistant

Do this on your phone. Have your price list and opening hours with you.

  1. Open askzuri.pages.dev on your phone. Tap the purple Free demo button at the top right.
  2. "What kind of business do you run?" Tap the photo that matches your business, e.g. Salon & beauty. Not sure? Tap Something else.
  3. "Do you have a website?" Tap Yes, I have a website or No website.
  4. If you tapped "Yes": type your website address, e.g. glowbeauty.co.za, and tap Continue.
    ๐Ÿ’ก Your website must show your prices and opening hours. That's what your assistant learns from. If it doesn't, go back and choose "No website" instead.
  5. If you tapped "No website": fill in the form:
    • Business name: e.g. Glow Beauty Studio
    • Area or suburb: e.g. Rondebosch, Cape Town
    • Services & prices: one service per row. Service name in the left box, price in the right box (e.g. Gel nails | R280). Tap + Add another service for more. Tap ร— to remove a row.
    • Opening hours: e.g. Monโ€“Fri 8โ€“5, Sat 8โ€“1
    • WhatsApp number: the number customers can message
    • Anything customers often ask? (optional): e.g. 50% deposit to book. Free parking.
    Then tap Continue.
    โš ๏ธ The light grey words in the boxes are only examples. Type your own details.
  6. "Save your assistant": create your login.
    • Your name
    • Mobile number or email: this is your login. Write it down.
    • Choose a password: at least 8 letters or numbers. Write it down.
    Tap Create login & build my assistant. If a small "I'm human" box appears, tick it.
  7. Wait about 30 seconds while it builds. Don't close the page.
  8. "Meet your AI receptionist": type a question your customers ask, e.g. "How much is a lash lift?", or tap ๐ŸŽค and speak.
    ๐Ÿ’ก Something wrong in the answer? Don't worry. You'll fix it in Part 3, step A.
    Tap Looks good, choose my plan โ†’.
  9. "Choose your plan": tap the plan you want (Starter). Then tap Continue with Starter.
  10. "Start your free trial": check the summary (price, free-trial end date, "Nothing today"). Tick the box "I agree to the termsโ€ฆ" and tap Start my free 14-day trial.
  11. "You're live!" Tap Go to my dashboard โ†’. Well done! ๐ŸŽ‰
๐Ÿ’ก Already signed up? Open askzuri.pages.dev/login and log in with your mobile number or email and password.
Part 2 ยท 1 minute ยท all plans

Put your dashboard on your phone

So your enquiries and invoices are one tap away, like an app.

iPhone (in Safari):

  1. Open your dashboard. Tap the Share button: the square with an arrow pointing up, at the bottom of the screen.
  2. Scroll down and tap Add to Home Screen, then Add.

Android (in Chrome):

  1. Open your dashboard. Tap โ‹ฎ (three dots) at the top right.
  2. Tap Add to Home screen or Install app, then Add.
๐Ÿ’ก From now on, just tap the AskZuri icon on your home screen. You stay logged in for 30 days.
Part 3 ยท 10 minutes

Your setup checklist

Your dashboard opens on ๐Ÿš€ Start here. It has a checklist made for your plan.

How to move around
A

Check what your assistant knows

Your assistant only answers from these facts, so they must be right.

  1. Tap Open Your assistant.
  2. Find the big box "Facts: services, prices, hours, area, booking, policies (one per line)". Read every line.
  3. Fix anything wrong (a price, your hours) and add anything missing, e.g. Parking: free at the back. Put one fact on each line.
  4. Optional: change the First message (greeting), the Assistant's name or the Colour.
  5. Optional, if you have a business page: check the Tagline, About, Services (one per line, like Gel nails - R280), Opening hours, Address or area, WhatsApp number and Email.
  6. Scroll down and tap Save. You'll see "Saved โœ“". It works straight away.
  7. Tap โ˜ฐ Menu โ†’ ๐Ÿš€ Start here and tap Mark as done on this step.
B

Test it like a customer

  1. Tap Open my assistant. Your page opens.
  2. Ask 3 questions your customers really ask: a price, your hours, and a booking. Also try ๐ŸŽค and speak.
  3. A wrong answer? Go back to step A and fix that fact. Then ask again.
  4. Go back to your dashboard and tap Mark as done.
C

Get new enquiries on your phone

Free instant alerts with Telegram: every new enquiry pops up on your phone the moment a customer leaves their details. Do this on your phone.

  1. No Telegram yet? Install Telegram free from the App Store (iPhone) or Google Play (Android) and sign up with your mobile number.
  2. On ๐Ÿš€ Start here, find "Get new enquiries on your phone" and tap Connect Telegram.
  3. Telegram opens a chat with AskZuri. Tap Start at the bottom.
  4. You'll get "โœ… Connected!" in Telegram. Go back to your dashboard: this step ticks itself off.
  5. Want to check? Tap Send test alert. A test message arrives in Telegram.
๐Ÿ’ก Changed phones, or want the alerts on another phone? Tap Connect a different phone on that phone and tap Start again. To stop alerts, tap Disconnect. Keep notifications switched on for the AskZuri chat in Telegram.
D

Add your bank details

These go on the quotes and invoices you send your customers, so they can pay you by EFT.

  1. Tap Add bank details (or โ˜ฐ Menu โ†’ โš™๏ธ Business details).
  2. In the card "๐Ÿฆ Your bank details" fill in each box:
    • Bank: type it or pick it from the list, e.g. FNB
    • Account holder name: the name on the account
    • Account number: numbers only
    • Branch code: fills in by itself for the main South African banks. Check it.
    • Account type: choose one, e.g. Cheque / Current
  3. Tap Save bank details. You'll see "Saved โœ“". This step ticks itself off.
  4. Optional, in the card below it ("Details on your quotes & invoices"): your business name, address, email, phone, VAT number, and your own payment link if you have one (Yoco, SnapScan, PayFastโ€ฆ). Tap Save details.
E

Get it in front of your customers

If you DON'T have a website: share your business page.

  1. On ๐Ÿš€ Start here, scroll to the bottom: "Where customers will find your assistant". Tap Copy next to your page link.
  2. Paste the link in each of these:
    • Google Business Profile (your Google Maps listing): Edit profile โ†’ Website
    • Instagram: Edit profile โ†’ Links
    • Facebook page: Edit โ†’ Website
    • WhatsApp Business: Settings โ†’ Business tools โ†’ Business profile โ†’ Website
  3. Tap Share on WhatsApp to post it on your WhatsApp Status or send it to customers.
  4. Tap Mark as done.

If you DO have a website: add the chat to it.

  1. At the bottom of ๐Ÿš€ Start here, tap Copy next to the one line of code.
  2. Send it to the person who looks after your website with this message: "Please paste this line on every page of our website, just before </body>."
  3. When a chat bubble appears at the bottom right of your website, tap Mark as done.
F

Put this dashboard on your phone

  1. Follow Part 2.
  2. Tap Mark as done.
G

Connect your WhatsApp Connecting soon

Your AI will also answer your WhatsApp messages, voice notes included. We're switching this on for clients now: ask, and you'll be first.

  1. On ๐Ÿš€ Start here, find the step "Connect your WhatsApp".
  2. WhatsApp number to connect: type the number.
  3. Which number is it? Choose one:
    • A new number just for the AI: best and easiest (a new SIM is fine)
    • My current WhatsApp Business number: we'll move it over with you
    • Not sure, please advise me
  4. Best time to contact you: e.g. weekdays after 2pm.
  5. Tap Request WhatsApp connection. You'll see "Requested onโ€ฆ". We'll contact you to connect it (about 15 minutes of your time).
โš ๏ธ A number connected to the AI can't be used in the normal WhatsApp app at the same time. That's why most businesses use a second number.
H

Add your booking link optional

Only if you already use an online booking page (Calendly, Cal.com, Fresha, Booksyโ€ฆ). No booking page? Skip this step: your assistant takes booking requests and sends them to you.

  1. On ๐Ÿš€ Start here, find "Add your booking link".
  2. Paste the link to your booking page. It starts with https://
  3. Tap Save booking link. It works straight away and ticks itself off.
I

Put your bookings in your phone's calendar

Do this once. After that, every booking you make shows up in your phone's calendar, with a reminder an hour before.

  1. Tap โ˜ฐ Menu โ†’ ๐Ÿ“… Bookings & calendar.
  2. In the card "๐Ÿ“ฒ Put your bookings in your phone's calendar":
    • iPhone: tap ๐Ÿ“ฑ Add to iPhone calendar, then Subscribe.
    • Android: tap ๐Ÿ“… Add to Google Calendar (Android), sign in with the Google account on your phone, and tap Add.
  3. Done! New bookings appear in your calendar by themselves.
๐Ÿ’ก Android: Google can take a few hours to show new bookings. To add one instantly, tap ๐Ÿ“… Google calendar (Android) on that booking.
J

Phone answering Coming soon

Soon your AI gets its own phone line, and you forward the calls you miss to it. Put your name down now to be first.

  1. On ๐Ÿš€ Start here, find "Switch on phone answering".
  2. Fill in Your business phone number, choose your Network (Vodacom, MTN, Cell C, Telkomโ€ฆ), choose Which calls should the AI answer?, and add the Best time to contact you.
  3. Tap Put me on the list. We'll contact you when it's ready.
Part 4 ยท every day

Using it every day

๐Ÿ“ฅ When a customer asks something

  1. Your assistant answers them straight away, day and night. If they want to book or need you, it takes their name, number and what they need.
  2. If you connected Telegram (Part 3, step C), the enquiry pops up on your phone straight away: "๐Ÿ“ฅ New enquiry forโ€ฆ" with their name, number and what they need. Tap the Reply on WhatsApp link in it to answer them.
  3. Every enquiry is also in your dashboard: โ˜ฐ Menu โ†’ ๐Ÿ“Š Overview & leads.
  4. Tap their number to call them, or WhatsApp them back. Reply quickly: customers go with whoever answers first.
๐Ÿ’ก No Telegram alerts yet? Connect them in Part 3, step C, or make it a habit to check your dashboard in the morning, at lunch and at closing time. You can also read every conversation under "Recent conversations".

๐Ÿ“… Making a booking

  1. Next to the enquiry, tap ๐Ÿ“… Book. Their name and number fill in by themselves. (Or go to โ˜ฐ Menu โ†’ ๐Ÿ“… Bookings & calendar โ†’ "โž• New booking".)
  2. Choose the Date, the Time and How long. Add the Service if you like.
  3. Tap Save booking.
  4. Tap ๐Ÿ’ฌ Send confirmation on WhatsApp. WhatsApp opens with the message ready (it includes a link that puts the booking in your customer's calendar too). Tap Send.
  5. To cancel later: find the booking under "๐Ÿ“… Upcoming bookings" and tap Cancel booking. It disappears from your calendar too.

๐Ÿงพ Sending a quote or invoice (free)

  1. Tap โ˜ฐ Menu โ†’ ๐Ÿงพ Quotes & invoices. (Or tap Quote / Invoice next to an enquiry: the customer fills in by itself.)
  2. At the top, tap Invoice or Quote.
  3. Fill in the Customer name and Customer phone or email.
  4. Under Items: what you're charging for, how many, and the price. Tap + Add line for more. If you're VAT registered, VAT is added for you.
  5. Tap Create invoice (or Create quote).
  6. In the list below, tap WhatsApp, Email or Copy link to send it. Your customer gets a neat page with your bank details and a Download PDF button.
  7. When they've paid, tap Mark paid. A quote they accept becomes an invoice with Make invoice.

โœ๏ธ Changing prices or hours

  1. Tap โ˜ฐ Menu โ†’ ๐Ÿค– Your assistant.
  2. Change the facts, then tap Save. Your assistant uses the new facts straight away.

๐Ÿ’ณ Paying for AskZuri

  1. Your first 14 days are free. At the top of your dashboard you'll see "Free trial untilโ€ฆ" and View / pay your invoice.
  2. Tap it. Pay by EFT before the trial ends, using the invoice number as your reference.
  3. We confirm your payment and you stay live. If it isn't paid, your assistant pauses until it is. Nothing is lost.
Part 5

Help and problems

You're all set. Welcome to AskZuri! ๐ŸŽ‰