ASK AI
Just Asking AI What You want to Setup
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This is the ASK AI guideline, more guide will coming soon.
CHAT
SETUP FEATURES
BUILD
LEADS CAPTURE
AUTO
TASK SCHEDULE
POST
CONTENT CREATION
Startup
The phase to setup your business account and profile settings.
Foundational — sets your business name, address, timezone, contact info. Everything else references this.dational — sets your business name, address, timezone, contact info. Everything else references this.
The AI will guide fill in the preferences to create or update your business profile such as;
Business Name, Legal Business Name, Address, City, State, Country, Postal Code, Website, Timezone, Phone, Email, Facebook, LinkedIn, Twitter, Instagram, YouTube, and Google Places ID.
To file your business information to be used in other features setup.
Panel > Setting > Business Profile
The AI will draft the company profile according to your business profile niche setup such as;
Company name and slogan, about us, our philosophy, our commitment, what setup us apart and etc.
AI will guide refine the profile tone and etc.
Please copy and paste the profile drafted into the Feature Located.
The company profile ready to power your AI chatbot, conversations, and any customer-facing touchpoints.
Setup business profile.
Panel > AI Agents > Knowledge Base > Rich Text ( manually update the content )
The AI will draft the list of products and services according to your company profile such as;
Products name, products short and long descriptions and bullet points.
AI will guide setup each product pricing, create the products, invoices and payments into the system.
Suggest to create all the products in your CRM if you want the products for future invoices and payments.
The products ready to power your AI chatbot, conversations, and any customer-facing touchpoints.
Setup business profile and company profile.
Panel > Payments > Products ( manually update the content )
The AI will draft the list of faq according to your company profile and products such as;
About business, products and services, pricing and packages, booking and schedule, what to expect and more.
AI will guide edit or add more questions, save to knowledge base and more.
Please save the faq into the knowledge base.
The Faq ready to power your AI chatbot, conversations, and any customer-facing touchpoints.
Setup business profile, company profile and products.
Panel > AI Agents > Knowledge Base > FAQ ( manually update the content )
Defines your visual identity — colors, fonts, logos. Used across website, emails, social posts & content generation.
The AI will guide fill in the preferences to create your brand identity such as;
Board/Brand name, primary color, secondary color, accent color, heading font, body font and logo style.
Generate brand preview, design your logo, create brand email templates.
Create the consistency of the branding across your funnels, emails, websites, social post and other marketing content.
Setup business profile, company profile and products.
Panel > Marketing > Brand Boards > Design Kit ( manually update the content )
Defines your tone, business type & website URL. Powers the AI to communicate as your brand. Also needed for the KB Brand Voice setup flow.
The AI will guide fill in the preferences to generate the brand voice tailored to your brand. Fill in as many details as you can — the richer your answers, the more powerful your AI-generated content.
*ASK : why brand voice important ?
Brand Voice Name, Business Type, Tone of Voice, Website, Email, Address, Business Hours, Target Audience, Brand Promise, Brand Values, USP, Call-to-Action.
Write a blog and social media post using your brand voice.
Brand voice tells the AI how to write and communicate on behalf of your brand across emails, content, and conversations.
Setup business profile, company profile and products.
Panel > Marketing > Brand Boards > Brand Voice ( manually update the content )
The AI will guide fill-in the preferences to create your staff user profile such as;
First / Last Name, Email address, Phone number, Set the Role as Admin or User and Password. New staff created will receive the login username and password sent to their email address.
This will allow staffs access the dashboard according to the rules assigned.
Create the business profile.
Panel > Settings > My Staff > Add User ( manually update the content )
The AI will guide fill-in the preferences from your registrar ( where yourname.com purchase ) to be connected into the program. If you having difficulty to setup, just copy the steps to your registrar and ask them for help.
Connect your domain to websites, funnels, blog, store, client portal and email.
The domain name will be used in funnels, websites, blogs, store, client portal and email accounts to be connected.
Purchase the domain in Vaxper or other registrar platform.
Panel > Settings > Domains & URL Redirects > Purchase domain or Connect a domain
The AI will guide fill-in the preferences from your registrar ( where yourname.com purchase ) to be connected into the email program. If you having difficulty to setup, just copy the steps to your registrar and ask them for help.
Verify and troubleshoot any issues of your domain email.
The branded email with yourname@yourdomain.com which compliant with Google & Yahoo's 2024 email requirements.
Setup your domain name.
Panel > Settings > Email Services > Dedicated Domain
AI STUDIO
The phase to setup your websites and features using the AI Studio.
Prompt Guide # 1 - Ask AI to research + build everything
I am building a website for [Business Name], a [Business Type]. Please research the top 5 trending websites in the [Business Type] niche, identify the best pages, features, and design patterns they use, then build me a complete website inspired by those trends. I want the site to include all necessary pages for my industry, modern widgets, social proof sections, lead capture, booking functionality, and SEO-ready content. Make the design feel premium and current for 2025.
AI Studio will recommend any features you want to add-on
The most powerful prompt — lets AI research the best sites in your niche and build inspired by them.
Panel > AI Studio
Prompt Guide # 1 - Sell products or services online
Create an e-commerce-style website for [Business Name], a [Business Type]. Include a homepage with featured products or services, a Shop or Menu page with product cards, pricing, and Add to Cart buttons, a checkout or inquiry form, product detail pages, customer reviews under each product, a promotional banner section, an Instagram feed widget area, and a newsletter signup. Design should feel sleek, modern, and shoppable.
AI Studio will recommend any features you want to add-on.
The most powerful prompt — lets AI research the best sites in your niche and build inspired by them.
Panel > AI Studio
Latest
Some of the useful prompt suggestions...
The AI will guide fill in the preferences to create your social post and images such as ;
Platform to post on such as Facebook, Instagram, Tiktok, and more, suggest the post about, tone of the post, the action you want readers to take, and create the relevant hashtag for you.
Write and post to social automatically, create Instagram stories and slide carousel.
Hot posts auto re-schedule, post tracking, AI auto-reply, DMs auto-reply and more.
Setup your brand kit and brand voice.
Panel > Setting > Business Profile
The AI will guide fill in the preferences to create your blog post and images such as ;
Suggest the post topic or title idea, target audiences, tone of the post should be, length of the blog post, and the AI will publish or save as draft to let you review in your blog site.
Write and schedule blog post automatically daily, weekly or monthly.
The easiest way to promote your brand with latest comment features for user interactions.
Setup your brand kit and brand voice.
Panel > Setting > Business Profile
The AI will guide fill in the preferences to craft a compelling email and banner image such as ;
Purpose of the email, who this email going to, describe the email about, tone of the email have and call-to-action ( what you want readers to do ).
Suggest ideas in preferences, write and schedule automatically, schedule best open rate time, set email campaign.
The best email marketing tools with AI auto-reply to your user messages.
Setup your brand kit and brand voice.
Panel > Setting > Business Profile
COMING
More features will coming soon...
Contacts & Crm
Search, create, update, and delete contacts
Manage tags, tasks, notes, and followers
Add contacts to workflows and campaigns
Associate contacts with businesses
Calendars & Appointments
Create and manage calendars & calendar groups
Book appointments and block slots
Apply user availability schedules
Conversations & Messaging
Create conversations and send messages (inbound/outbound)
Schedule or cancel email/SMS messages
Log external calls
AI & Automation
Conversation AI — Build and manage AI chat agents, actions, and dashboards.
Voice AI — Create and manage AI voice agents
Agent Studio — Execute and manage AI agents
Workflows — View and manage automation workflows
Sales & Revenue
Opportunities — Create, update, delete pipeline opportunities; manage followers
Invoices — Create invoices, schedules, estimates, and manage payments
Payments — Set up payment integrations, coupons, and order fulfillments
Products — Create and manage products, prices, and collections
Store — Manage shipping zones, carriers, and store settings
Marketing
Email Campaigns — Create/manage email templates and bulk campaigns
Social Planner — Connect and post to Facebook, Instagram, LinkedIn, TikTok
Campaigns — View and manage SMS/email campaigns
Links & Trigger Links — Create and manage trackable links
Website & Funnels
Funnels — Manage funnels, pages, and redirects
Blogs — Create blog sites, posts, categories, and authors (with AI writing assistance)
Forms & Surveys — View submissions and manage forms/surveys
Knowledge & Content
Knowledge Base — Create and manage knowledge bases and FAQs
Courses/Memberships — Build courses, lessons, quizzes, and offers
Media Storage — Upload, organize, and manage files and folders
Reporting & Analytics
Fetch dashboard data and widget analytics
Reporting summaries across your account
Settings & Configuration
Custom Fields — Create and manage custom fields and folders
Custom Objects — Build and manage custom data schemas and records
Associations — Link related entities together
Businesses — Manage business profiles
Custom Objects — Build and manage custom data schemas and records
Users — Create, update, and manage user accounts
Custom Menus — Add custom navigation links