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.
| Starter | Growth | Pro | |
|---|---|---|---|
| AI receptionist on your website or business page (type or talk) | โ | โ | โ |
| Your own business page | โ | โ | โ |
| Dashboard with every enquiry | โ | โ | โ |
| Free quotes & invoices | โ | โ | โ |
| Bookings in your phone calendar | โ | โ | โ |
| AI replies on your WhatsApp | โ | Soon | Soon |
| AI answers your phone calls | โ | โ | Soon |
| Up to 3 locations, priority support | โ | โ | โ |
Sign up and build your assistant
Do this on your phone. Have your price list and opening hours with you.
- Open askzuri.pages.dev on your phone. Tap the purple Free demo button at the top right.
- "What kind of business do you run?" Tap the photo that matches your business, e.g. Salon & beauty. Not sure? Tap Something else.
- "Do you have a website?" Tap Yes, I have a website or No website.
- If you tapped "Yes": type your website address, e.g. glowbeauty.co.za, and tap Continue.
๐ก 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.
- 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. MonโFri 8โ5, Sat 8โ1
- WhatsApp number: the number customers can message
- Anything customers often ask? (optional): e.g. 50% deposit to book. Free parking.
โ ๏ธ The light grey words in the boxes are only examples. Type your own details. - "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.
- Wait about 30 seconds while it builds. Don't close the page.
- "Meet your AI receptionist": type a question your customers ask, e.g. "How much is a lash lift?", or tap ๐ค and speak.
๐ก Something wrong in the answer? Don't worry. You'll fix it in Part 3, step A.Tap Looks good, choose my plan โ.
- "Choose your plan": tap the plan you want (Starter). Then tap Continue with Starter.
- "Start your free trial": check the summary (price, free-trial end date, "Nothing today"). Tick the box "I agree to the termsโฆ" and tap Start my free 14-day trial.
- "You're live!" Tap Go to my dashboard โ. Well done! ๐
Put your dashboard on your phone
So your enquiries and invoices are one tap away, like an app.
iPhone (in Safari):
- Open your dashboard. Tap the Share button: the square with an arrow pointing up, at the bottom of the screen.
- Scroll down and tap Add to Home Screen, then Add.
Android (in Chrome):
- Open your dashboard. Tap โฎ (three dots) at the top right.
- Tap Add to Home screen or Install app, then Add.
Your setup checklist
Your dashboard opens on ๐ Start here. It has a checklist made for your plan.
- At the bottom of the screen there is a bar: โน Back ยท Setup 1 of 6 ยท Next โบ. Next takes you to the right place for each step.
- Tap โฐ Menu at the top right to go anywhere.
- Some steps tick themselves off. For the others, tap Mark as done when you've finished.
Check what your assistant knows
Your assistant only answers from these facts, so they must be right.
- Tap Open Your assistant.
- Find the big box "Facts: services, prices, hours, area, booking, policies (one per line)". Read every line.
- Fix anything wrong (a price, your hours) and add anything missing, e.g. Parking: free at the back. Put one fact on each line.
- Optional: change the First message (greeting), the Assistant's name or the Colour.
- 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.
- Scroll down and tap Save. You'll see "Saved โ". It works straight away.
- Tap โฐ Menu โ ๐ Start here and tap Mark as done on this step.
Test it like a customer
- Tap Open my assistant. Your page opens.
- Ask 3 questions your customers really ask: a price, your hours, and a booking. Also try ๐ค and speak.
- A wrong answer? Go back to step A and fix that fact. Then ask again.
- Go back to your dashboard and tap Mark as done.
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.
- No Telegram yet? Install Telegram free from the App Store (iPhone) or Google Play (Android) and sign up with your mobile number.
- On ๐ Start here, find "Get new enquiries on your phone" and tap Connect Telegram.
- Telegram opens a chat with AskZuri. Tap Start at the bottom.
- You'll get "โ Connected!" in Telegram. Go back to your dashboard: this step ticks itself off.
- Want to check? Tap Send test alert. A test message arrives in Telegram.
Add your bank details
These go on the quotes and invoices you send your customers, so they can pay you by EFT.
- Tap Add bank details (or โฐ Menu โ โ๏ธ Business details).
- In the card "๐ฆ 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
- Tap Save bank details. You'll see "Saved โ". This step ticks itself off.
- 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, PayFastโฆ). Tap Save details.
Get it in front of your customers
If you DON'T have a website: share your business page.
- On ๐ Start here, scroll to the bottom: "Where customers will find your assistant". Tap Copy next to your page link.
- 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
- Tap Share on WhatsApp to post it on your WhatsApp Status or send it to customers.
- Tap Mark as done.
If you DO have a website: add the chat to it.
- At the bottom of ๐ Start here, tap Copy next to the one line of code.
- 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>."
- When a chat bubble appears at the bottom right of your website, tap Mark as done.
Put this dashboard on your phone
- Follow Part 2.
- Tap Mark as done.
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.
- On ๐ Start here, find the step "Connect your WhatsApp".
- WhatsApp number to connect: type the number.
- 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
- Best time to contact you: e.g. weekdays after 2pm.
- Tap Request WhatsApp connection. You'll see "Requested onโฆ". We'll contact you to connect it (about 15 minutes of your time).
Add your booking link optional
Only if you already use an online booking page (Calendly, Cal.com, Fresha, Booksyโฆ). No booking page? Skip this step: your assistant takes booking requests and sends them to you.
- On ๐ Start here, find "Add your booking link".
- Paste the link to your booking page. It starts with https://
- Tap Save booking link. It works straight away and ticks itself off.
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.
- Tap โฐ Menu โ ๐ Bookings & calendar.
- In the card "๐ฒ Put your bookings in your phone's calendar":
- iPhone: tap ๐ฑ Add to iPhone calendar, then Subscribe.
- Android: tap ๐ Add to Google Calendar (Android), sign in with the Google account on your phone, and tap Add.
- Done! New bookings appear in your calendar by themselves.
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.
- On ๐ Start here, find "Switch on phone answering".
- Fill in Your business phone number, choose your Network (Vodacom, MTN, Cell C, Telkomโฆ), choose Which calls should the AI answer?, and add the Best time to contact you.
- Tap Put me on the list. We'll contact you when it's ready.
Using it every day
๐ฅ When a customer asks something
- 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.
- If you connected Telegram (Part 3, step C), the enquiry pops up on your phone straight away: "๐ฅ New enquiry forโฆ" with their name, number and what they need. Tap the Reply on WhatsApp link in it to answer them.
- Every enquiry is also in your dashboard: โฐ Menu โ ๐ Overview & leads.
- Tap their number to call them, or WhatsApp them back. Reply quickly: customers go with whoever answers first.
๐ Making a booking
- Next to the enquiry, tap ๐ Book. Their name and number fill in by themselves. (Or go to โฐ Menu โ ๐ Bookings & calendar โ "โ New booking".)
- Choose the Date, the Time and How long. Add the Service if you like.
- Tap Save booking.
- Tap ๐ฌ 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.
- To cancel later: find the booking under "๐ Upcoming bookings" and tap Cancel booking. It disappears from your calendar too.
๐งพ Sending a quote or invoice (free)
- Tap โฐ Menu โ ๐งพ Quotes & invoices. (Or tap Quote / Invoice next to an enquiry: the customer fills in by itself.)
- At the top, tap Invoice or Quote.
- Fill in the Customer name and Customer phone or email.
- 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.
- Tap Create invoice (or Create quote).
- 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.
- When they've paid, tap Mark paid. A quote they accept becomes an invoice with Make invoice.
โ๏ธ Changing prices or hours
- Tap โฐ Menu โ ๐ค Your assistant.
- Change the facts, then tap Save. Your assistant uses the new facts straight away.
๐ณ Paying for AskZuri
- Your first 14 days are free. At the top of your dashboard you'll see "Free trial untilโฆ" and View / pay your invoice.
- Tap it. Pay by EFT before the trial ends, using the invoice number as your reference.
- We confirm your payment and you stay live. If it isn't paid, your assistant pauses until it is. Nothing is lost.
Help and problems
- A question about the dashboard? Tap โฐ Menu โ ๐ฌ Help: ask Zuri. Our AI answers straight away, and passes anything else to our team.
- Forgot your password? On the login page tap "Message us" and give your name and login. We'll send you a temporary password on WhatsApp.
- The assistant gave a wrong answer? Fix that fact in ๐ค Your assistant and tap Save (Part 3, step A).
- The page looks old? Close the AskZuri app completely and open it again. It updates itself.
- Using a shared phone or computer? Tap โฐ Menu โ ๐ช Log out when you're done.
You're all set. Welcome to AskZuri! ๐