TapBrig Docs

Set it up one step at a time.

Short guides for each part of TapBrig. Most take under five minutes.

Getting started

New to TapBrig? Start here.

What you just bought2 min Setting up, in order3 min Your 7-day free trial3 min Confirm your email address2 min Try it first with sample data3 min Find your way around3 min Add TapBrig to your home screen2 min

Your business details2 min Opening hours2 min Branches: more than one location3 min Run more than one business3 min

Teach the AI about your business6 min Ask it a test question2 min Letting the AI answer customers2 min What the AI can and cannot answer4 min Your catalogue, and its public page5 min Shape how the AI talks5 min Import your catalogue from a spreadsheet4 min

Build your digital card6 min Publish it and share the link2 min Collect enquiries from your card3 min QR code and contact file3 min Your card in Apple Wallet and Google Wallet3 min The AI chat on your card3 min Cards for your whole team4 min

Create your website chat3 min Put it on your website5 min Ask for details before the chat starts3 min Colours, position and the TapBrig badge3 min

Connect your WhatsApp number8 min Auto-reply, or suggest a reply3 min Message templates6 min Who can use which number3 min Add, switch or disconnect a number3 min Follow up before the 24-hour window closes3 min What Meta charges for WhatsApp4 min

When you are available3 min What people can book3 min Your booking page2 min Confirm, move or cancel a booking3 min When customers ask the AI to book2 min

Inbox and contacts

Every conversation in one inbox4 min Taking over a conversation2 min Contacts and leads4 min Owner and assigned teammates2 min End or reopen a conversation2 min Import contacts3 min Merge duplicate contacts2 min Mark a lead won or lost2 min

Your analytics, report by report4 min

Team and account

Invite your team2 min Roles and permissions4 min Your profile1 min Notifications: email and this device3 min Sign-in, password and security2 min Join a business you work for2 min

Your plan and your bill4 min AI usage, credits and overage4 min Buy extra AI credits2 min Extra seats, numbers and website chats3 min If a payment fails2 min