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Getting started

What you just bought Setting up, in order Your 7-day free trial Confirm your email address Try it first with sample data Find your way around Add TapBrig to your home screen

Your business details Opening hours Branches: more than one location Run more than one business

Teach the AI about your business Ask it a test question Letting the AI answer customers What the AI can and cannot answer Your catalogue, and its public page Shape how the AI talks Import your catalogue from a spreadsheet

Build your digital card Publish it and share the link Collect enquiries from your card QR code and contact file Your card in Apple Wallet and Google Wallet The AI chat on your card Cards for your whole team

Create your website chat Put it on your website Ask for details before the chat starts Colours, position and the TapBrig badge

Connect your WhatsApp number Auto-reply, or suggest a reply Message templates Who can use which number Add, switch or disconnect a number Follow up before the 24-hour window closes What Meta charges for WhatsApp

When you are available What people can book Your booking page Confirm, move or cancel a booking When customers ask the AI to book

Inbox and contacts

Every conversation in one inbox Taking over a conversation Contacts and leads Owner and assigned teammates End or reopen a conversation Import contacts Merge duplicate contacts Mark a lead won or lost

Your analytics, report by report

Team and account

Invite your team Roles and permissions Your profile Notifications: email and this device Sign-in, password and security Join a business you work for

Your plan and your bill AI usage, credits and overage Buy extra AI credits Extra seats, numbers and website chats If a payment fails

Analytics

Getting started

Inbox and contacts

Your analytics, report by report

Team and account

DocsAnalytics

Analytics

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Your analytics, report by report4 min

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