From sign-up to your first sale

Invoices, security notices and handover alerts go to the owner. We confirm the address before anything is sent to it.

1. Open Business profile. Your account email is at the top: if it is not yours, type your own address and press Save email.
2. Then press Confirm next to it. (A confirmation email with a link takes the place of this button once email sending is live.)
3. You can keep setting up while you wait. Nothing is sent to buyers until you finish the guide.

The assistant answers "where are you" and "are you open on Sunday" from these two fields, and nothing else. If they are empty it says it will check with you.

1. Open Business profile. Type the address buyers should see, with the postal code.
2. Write opening hours the way you would say them, for example "Mon to Sat 9 am to 7 pm, closed Sundays and public holidays".
3. Press Save. The change is live for the next message.

Every price in a quote comes from this list. The assistant never makes a price up, so the list has to be right before buyers see it.

1. Open Catalogue and press Open a draft.
2. Change names, descriptions and prices in the table, or import your own price list as a CSV file.
3. Remove anything you do not sell, then press Publish. The published list becomes version 2 and every quote records which version it used.
4. Starting from the sample catalogue? Its prices are examples. Publish only when they are yours.

Buyers ask about nuts, gluten and halal. The assistant answers only from what you record; an item with no record is shown as "not recorded" and the question comes to you.

1. In the catalogue draft, open each food item and tick the allergens it contains (the 14 major allergens are listed).
2. Tick "none" only when you are sure. Leave it blank if you are not.
3. Publish the draft. The menu page and every quote show the allergens of the whole order.

Quotes hold a slot and an accepted quote confirms it. The calendar stops the assistant from offering a date you cannot do.

1. Choose the days you work and the time blocks you take orders for.
2. Set how many orders each block can take, and how much notice you need.
3. Block out holidays and days you are closed. One-off bookings taken by phone go in here too.

Buyers write where they already are. Each channel is connected by you, in your own account, and can be disconnected at any time.

1. Telegram: in Telegram, message @BotFather, send /newbot and follow the two questions. Copy the token it gives you, paste it under Channels on Business profile and press Connect. Then message your bot from your own phone: the assistant answers.
2. WhatsApp: save your WhatsApp Business number on Business profile. The WhatsApp connection itself is being finished; we switch it on for you and tell you when.
3. Email: save the address buyers write to, such as sales@yourbusiness.sg. Sending and receiving email is being finished too; the domain records to publish will appear here when it is ready.

WhatsApp only lets a business message a buyer first, or after 24 hours of silence, with a template Meta has approved. Replies inside a conversation need no template.

1. There is nothing to write: Quoteline creates your two templates (quote reminder and order confirmation) and submits them to Meta for you once WhatsApp is connected.
2. Meta usually reviews them within a day and the status shows here. A template Meta files as marketing still works but costs more per message; the Rules screen shows the category Meta chose.
3. Until WhatsApp is connected this step is optional.

You see exactly what a buyer sees, and you approve the first reply yourself.

1. Use Try it as a buyer, just below, and ask for a price the way a customer would, for example "How much for 40 pax buffet this Saturday?". Once your Telegram bot is connected, you can also message it from your own phone.
2. During the first 14 days every reply waits in the Inbox as a draft. Open it, change it if you want, then press Approve and send; the reply then shows in the test chat.
3. Test chats are marked Test. They are not counted in billing, analytics or the autopilot record.

The quotation is priced by the platform from your list, with GST, delivery and any live discount. You check it before it goes out.

1. Carry on the test conversation until the assistant has the details it needs (date, quantity, delivery).
2. It prepares the quotation and holds it for you. Open it from the Inbox or Quotes.
3. Check the lines and the total, then press Approve. The buyer gets a link to the quotation page.

A sale is a quotation the buyer accepts. This is where the setup guide ends; from here the Today screen shows your work queue.

1. Open the quotation link in the test chat as the buyer and press Accept, or reply "ok confirm" in the chat.
2. If you take a deposit, the buyer sees the PayNow details and the slot is held until it arrives.
3. Mark the deposit received on the order. The slot is confirmed and the calendar shows it.

Nothing is charged during the free trial. We ask for the business details that go on a tax invoice, a data protection contact, and a card to charge when the trial ends.

1. Open Plan and billing. Pick the plan that fits your team; you can change it at any time.
2. Add your registered name, UEN, address, billing email and data protection contact. Each one shows when it is needed.
3. Add a card. It is charged on the day the trial ends, not before. Without one, the account goes on a 7-day grace period, then pauses: drafts are kept, nothing is sent on its own, and no data is deleted.

For the first 14 days you approve every reply. That record shows which kinds of message the assistant gets right, so you can let it answer those alone.

1. After day 14, open Autopilot. Each message type shows how many drafts you sent unchanged.
2. Switch on a type that clears the gate (90% unchanged over at least 20 drafts). It runs on probation with spot checks.
3. If quality drops, it switches itself back to copilot and tells you why.

Each person gets their own seat and role, so a customer service colleague can answer buyers without seeing your sales figures.

1. Open Team and press Add a member. Give their name, work email and role.
2. Set what each role may do in the access table.
3. Need more seats than your plan has? Add a seat on Plan and billing, or move up a plan.