Your setup checklist
Your WhatsApp line
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How customers reach you
- You share your link or QR code: Instagram bio, Facebook, Google Maps, WhatsApp status, till slip, shop window.
- A customer taps it. WhatsApp opens on AskZuri's WhatsApp number with your business's code already typed in.
- Your assistant answers as your business, using your prices, hours and services, and the lead lands in this dashboard.
Good to know: customers don't need to save a new contact, and you don't need to move your own WhatsApp number. If a customer already chats to another AskZuri business, sending your code switches them to you.
Voice notes
Customers can send a voice note instead of typing: your assistant understands it. When they do, it answers with a voice note too, followed by the same answer as text so prices and links are easy to read. English replies only; other languages get text.
Fix my assistant
Every time you open this page — and once every morning — it checks your settings and what your assistant actually did. Safe things are fixed for you and can be undone. Anything else tells you exactly what to do, and anything that's our fault comes straight to us.
Checking…
Tell us what's wrong
If something is broken and it isn't on the list, describe it in your own words. It comes to us as a ticket and we'll come back to you.
What your assistant does
It doesn't only answer questions: it books appointments, writes quotes and calls you in when a person is needed. It does the job first and tells you straight away, so you can undo anything.
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Questions your AI couldn't answer
When a customer asks something that isn't in your facts, your assistant says it will check with the team and the question lands here. Type your answer and tap Add answer: it goes into your questions & answers below, so next time your assistant answers straight away. Not relevant? Tap Dismiss.
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.
New invoice
Your quotes & invoices
| Number | Customer | Date | Total | Status |
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New booking
Upcoming bookings
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Your bank details
Printed on your invoices so customers can pay you by EFT. Only your customers see them, on invoices you send.
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.
Last 30 days
Everything your AI receptionist has handled for you.
Your results
What your AI receptionist did for you this month, next to last month.
| This month | Last month | |
|---|---|---|
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On the 1st of every month we send last month's report to your phone by itself (if you connected your phone alerts on Start here).
Your 7am summary
Every morning at 7, on your phone: who asked overnight (with a one-tap WhatsApp reply), what it's worth, and what's waiting for you. Nights with nothing new send nothing.
Your CRM
Google reviews
When a job is done (a booking's time has passed, or an invoice is marked paid), your assistant asks that customer for a Google review, once. Without email it sends you one message with a one-tap WhatsApp send for each customer, the words already written. Everyone is asked the same way, as Google's rules require.
Where do I find it?
Search your business name on Google on your phone (signed in as the owner) → Ask for reviews (or Read reviews → Get more reviews) → Copy link. It starts with https://g.page/r/. On a computer: business.google.com → Ask for reviews.
Leads
| When | Name | Contact | What they need |
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