App Guide
Everything you need to know
From your first URL paste to a live Revenue Autopilot on WhatsApp — a complete walkthrough of every feature, panel, and channel.
Section 1
How it works — the full flow
- 01
Drop your URL
Paste your website address (or a social link — Instagram, Facebook, LinkedIn) into the chat. The Concierge reads your site in real time and builds your Revenue Autopilot brief. No forms, no uploads needed.
- 02
Review your revenue brief
Within ~30 seconds the Concierge shows your strategy card: business name, services, lead-routing rules, and opening flow. Edit anything by typing — "change the greeting to X" or "add roof repairs to my services".
- 03
Test it before you pay
A live simulation opens on the right side of your screen the moment your strategy card is ready. Chat as a customer would — for free, with no account needed. Only pay when you're happy with how it responds.
- 04
Sign in & activate
When you're ready, choose activation. You'll sign in with Google (one click), then proceed to checkout. Your 5-day free trial starts immediately.
- 05
Launch across channels
After payment you land on your activation page with your website snippet. Head to Dashboard → Channels to connect WhatsApp (scan a QR), add Telegram, or copy your website widget code.
Section 2
Activating each channel
Your autopilot can run on multiple channels simultaneously. Set up each one from Dashboard → Channels.
Website Widget
- Go to your Dashboard and open the Channels panel.
- Under "Website Widget" you'll see a one-line embed code.
- Click Copy, then paste the code just before the </body> closing tag on every page of your website.
- That's it — a chat bubble will appear for your visitors. No server restarts, no page rebuilds needed.
Works with any website: WordPress, Squarespace, Wix, Shopify, custom HTML — if you can paste a script tag, it works.
- Get a dedicated business number. You do NOT need a second phone — a cheap prepaid SIM or eSIM (~$5) works perfectly.
- Register WhatsApp Business (or regular WhatsApp) on that SIM. Keep your personal number on your main WhatsApp.
- In your Dashboard → Channels panel click "Connect WhatsApp". A QR code appears on screen.
- On your phone: WhatsApp → Settings → Linked Devices → Link a Device → scan the QR.
- Your autopilot is now live 24/7 on that number. The dashboard shows a green "Connected" badge. Anyone who messages that number gets an instant reply.
⚠️ Always use a dedicated number — not your personal WhatsApp. The autopilot replies to incoming messages automatically.
Telegram
- On Telegram, search for @BotFather and tap Start.
- Send /newbot and follow the prompts (pick a name and a @username).
- BotFather gives you a token that looks like: 123456789:ABC-Def1234…
- In your Dashboard → Channels panel, paste that token into the Telegram field and click Save.
- Share your @username with customers — they can find it in the Telegram search bar.
Telegram channels are free, have no message limits, and work in group chats too.
Google Calendar
- During setup, tell the Concierge you want to enable calendar booking.
- The Concierge will show a "Connect Calendar" button. Click it — a Google sign-in popup opens.
- Approve the Calendar permission. Your token is saved securely against your account.
- Your autopilot can now check availability and book confirmed appointments directly into your calendar.
The calendar is per-autopilot. Personal events are never shown to customers — only free/busy checks and new bookings.
Section 3
Your dashboard — panel by panel
Visit your dashboard after activation. Here's what each panel does.
Status Bar
TopShows whether your autopilot is online or paused, alongside your business name. Use Pause / Resume to stop or restart instantly.
Business Card
Below statusA quick-read summary of your strategy: business name, service summary, and current configuration. If it looks wrong, update via the Concierge.
Lead Counter
Mid-pageShows your Autopilot Performance: leads received, plus upcoming KPI tracking for follow-ups, bookings, escalations, and overrides.
Recent Conversations
Mid-pageA scrollable feed of your most recent conversations. Each card shows the channel (WhatsApp, Telegram, website), the customer's opening message, and a lead/non-lead badge. Tap any card to read the full transcript.
Channels
LowerConnect and manage where your autopilot runs. Website Widget: copy the one-line embed code. WhatsApp: connect and scan QR. Telegram: paste your BotFather token and save.
Making bigger changes?
For major updates — new services, changed business model, new channels — use Dashboard → Talk to Concierge (or go directly to /onboarding/edit). Your full conversation history and current setup are pre-loaded so the Concierge already knows your context. Tell it what changed, review the updated strategy card, and activate when ready.
Section 4