1) Fill business info
Beginner Setup Guide
How to set up CypAI in your business, step by step
This page is made for non-technical business owners. No jargon. No confusing instructions. Just the exact steps you need to get CypAI working in your business.
Visual walkthrough (so you can see each step)
These illustrations show what the setup and dashboard flow looks like, so it feels easier before you start.
2) Connect channels
3) Track leads and conversations
Step 1
Create your account
Sign up, choose your plan, and enter your business email. Do not worry about making the perfect choice. You can improve your setup as you go.
Step 2
Tell CypAI about your business
Add your business name, type, WhatsApp number, website, business hours, and the languages your customers speak. This is how the AI learns the basics.
Step 3
Teach it your prices and FAQs
Write down your real prices and the common questions customers always ask. Use plain words. The clearer you are, the better the AI answers.
Step 4
Customize the chat widget
Pick your widget color, where it should appear, and the welcome message customers will see first. Keep it simple and friendly.
Step 5
Add CypAI to your website
Copy the widget code from your dashboard and paste it into your website. If you have a developer, send them the code. If you use a website builder, paste it in the custom code section.
Step 6
Connect WhatsApp if you use it
If customers message you on WhatsApp, connect it so CypAI can answer there too and keep everything organized in one place.
Step 7
Watch your conversations and leads
Open the dashboard every day or every few days. Check new chats, follow up with leads, and improve the AI when you see repeated questions.
What each main feature means in normal language
Website Chat Widget
This is the little chat bubble on your website. It helps answer questions immediately so visitors do not leave without talking to you.
WhatsApp Integration
This lets CypAI talk to customers on WhatsApp too, so you do not have to switch between different places and forget conversations.
CRM & Leads
This is your organized customer list. It saves names, phone numbers, and conversations so you know who to contact and who is serious.
Bookings
If your business takes bookings or appointments, CypAI can collect the details and help you confirm them much faster.
Follow-ups
This helps you talk again to people who showed interest but did not finish. Many sales are saved by a simple second message.
Analytics
This shows what is happening in your business in simple numbers: chats, leads, activity times, and trends. It helps you improve without guessing.
How to onboard yourself without getting stuck
Do not try to make everything perfect on day one. The best approach is to make CypAI useful first, then make it better every week. Start with your business info, your prices, and your top 10 questions. Then install the widget. That gives you a working system quickly.
After that, use real customer conversations to improve your setup. If customers ask something new, teach the AI that answer. If many people ask for bookings, improve the booking flow. If leads are not being followed up, use CRM and follow-up tools more consistently.
Simple weekly checklist
- ✓Open the dashboard and check new conversations.
- ✓Reply to serious leads or bookings quickly.
- ✓Look for questions customers keep asking again and again.
- ✓Update your FAQs or prices if something is missing.
- ✓Check analytics to see whether lead volume is going up or down.
Need the long version?
Read the full beginner blog guide for a deeper explanation of how to use CypAI in everyday business life.