Step 1
Sign up and enter your business details
Tell CypAI your business name, what kind of business you run, your WhatsApp number, your website, your working hours, and the languages your customers speak.
How it works
How to use CypAI in your business, step by step
This page explains CypAI in simple words. If you are not technical, that is okay. We will walk through what CypAI does, how you set it up, and how you use it in everyday business life.
Step 2
Teach the AI your prices and common questions
Add the things customers always ask about: prices, availability, booking rules, delivery, opening hours, or anything else that matters.
Step 3
Put CypAI on your website and connect WhatsApp
Install the website chat widget and, if you want, connect WhatsApp too. That way customers can talk to your business wherever they already message you.
Step 4
Watch conversations, leads, and bookings in the dashboard
Every chat is saved for you. You can see who asked what, who became a lead, and what needs your follow-up, all in one clean place.
Step 5
Improve the AI using real customer questions
If customers keep asking the same new question, add that answer to your training. CypAI gets stronger as you teach it from real life.
Step 6
Use analytics and follow-ups to grow
Once the basics are working, use the CRM, follow-up tools, analytics, and automation features to recover more leads and stay organized.
What each feature means in plain language
Feature
What it helps you do
AI Chat Widget
Talks to website visitors right away so they do not leave before asking their question.
WhatsApp Integration
Lets CypAI help customers on WhatsApp too, so you do not miss messages there.
CRM + Lead Pipeline
Saves names, phone numbers, and lead status so you stop using memory or messy notes.
Bookings
Collects booking details in a clean way so you can confirm them faster.
Follow-up Tools
Helps you come back to interested customers who got distracted or did not finish.
Analytics Dashboard
Shows simple numbers so you can see whether chats and leads are improving or dropping.
Recovery Automation
Helps bring back signups or payments that were started but not completed.
Agent Audit
Lets you review what the AI said so you can improve quality and stay safe.
Beginner guides by business type
Pick the guide that matches your business so you get examples that feel familiar.
How CypAI works for medical tourism
Built for IVF, dental, and aesthetics qualification, multilingual triage, and appointment-ready lead capture.
Open guideHow CypAI works for real estate & residency
Built for investor qualification, residency intent capture, and off-peak response recovery.
Open guideA few things people worry about at the start
If you have never used an AI tool before
That is fine. You do not need to “learn AI” first. Just think of CypAI as a helper you train with your own business information. If you can explain your business to a new employee, you can set up CypAI.
If you do not have a developer
You can still use CypAI. The onboarding wizard does most of the work. If your website allows custom code, you can paste the widget yourself. If not, you can send the widget code to whoever manages your website.
If you feel like you need to set up everything at once
You do not. Start with business info, prices, FAQs, and the website widget. That already gives you value. Then add WhatsApp, bookings, analytics, and follow-ups one step at a time.
What you do after setup
- ✓Open the dashboard and read new conversations.
- ✓Reply to strong leads or booking requests quickly.
- ✓Notice any question the AI could not answer well.
- ✓Update your FAQs, prices, or instructions when needed.
- ✓Check analytics to see how many chats and leads you got.
Need a slower walkthrough?
Use the setup guide and beginner blog if you want the whole process explained more gently and in more detail.