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RESOURCES · GUIDES

Everything you need
to get started.

From your first AI visibility audit to automating WhatsApp campaigns and connecting your CRM, these guides walk through every part of the platform, step by step.

Founder learning how to use Aimplyfy through guided tutorials and step by step workflows
GROW WITH AIMPLYFY

Practical ways to grow with Aimplyfy

Real tips for using each part of the platform to get found by more customers, respond faster, and keep them coming back.

Getting Started

Add every location, connect a channel and send your first campaign, most teams are live the same day they sign up.

Platform Overview

See how visibility, communication and CRM work as one loop, so you know exactly where to look when something needs attention.

AI Visibility & GEO

Start with a free audit to see how ChatGPT, Gemini and Google currently describe your brand, then fix the gaps it finds.

Local SEO & GEO

Correct listings and publish local content automatically, so every location ranks and reads consistently.

Communication Hub

Launch a WhatsApp broadcast or RCS campaign in minutes, and let a chat flow handle the replies for you.

CRM & Lead Management

Every enquiry gets scored and routed to the right owner automatically, so hot leads never sit waiting in a queue.

AI Agents

Set up a voice bot or chatbot once, and it keeps qualifying leads and booking appointments around the clock.

Integrations & Automation

Sync Salesforce, Shopify or your helpdesk in a few clicks, and stop re-entering the same customer data twice.

TIP

Turn AI visibility into real enquiries

Run a free audit first, then fix the gaps it finds. Brands that keep their Google Business Profile, reviews and AI answers accurate consistently show up higher in what ChatGPT, Gemini and Perplexity recommend, and that directly turns into more calls and messages.

Aimplyfy platform architecture diagram
TIP

Answer every channel without hiring more people

Set up a chat flow once and it keeps working, on WhatsApp and RCS, whether it is 2pm or 2am. Most teams start with one simple flow for the most common question, then expand it as they see what customers actually ask.

WhatsApp and RCS campaigns with a custom chat flow builder
TIP

Never let a hot lead go cold

Turn on automatic scoring and routing so the leads most likely to convert reach your best salesperson first, not whoever happens to be free. Pair it with AI call analysis so every follow up starts with the context from the last conversation.

Team reviewing Aimplyfy conversion dashboard together
GETTING STARTED

Live in six steps

Most teams go from signing up to their first automated response within a day.

1

Create Account

Set up your workspace in a couple of minutes.

2

Set Up Profile

Add your locations, branding and business details.

3

Connect Integrations

Link your CRM, POS or helpdesk in a few clicks.

4

Run Your First Audit

See your AI visibility score across every engine.

5

Launch Your First Campaign

Send your first WhatsApp, RCS or voice campaign.

6

Track & Optimize

Watch the numbers and let the loop keep improving.

POPULAR GUIDES

Where most teams start

The guides people come back to most often.

How to run an AI visibility audit+

Walks through scanning your brand across Google, ChatGPT, Gemini, Claude and Perplexity, and reading your visibility score.

Setting up your first WhatsApp campaign+

Covers connecting WhatsApp Business, building a broadcast list and sending your first automated campaign.

Connecting your CRM or helpdesk+

Step by step setup for syncing leads and conversations with Salesforce, HubSpot, Zoho and other common tools.

Building a chat flow with the visual builder+

Shows how to design triggers, AI agent steps and CRM handoffs without writing any code.

Understanding your GEO score+

Explains what the score measures, how mention rate and sentiment are calculated, and what to fix first.

Automating service and appointment reminders+

Covers setting up automated WhatsApp reminders for bookings, appointments and service follow ups.

WHO WE WORK WITH

Trusted across hospitality, retail and healthcare

Some of the multi location brands already growing with Aimplyfy.

FAQ

Questions about getting started

Everything teams usually ask before their first guide.

Do I need to be technical to use these guides?+

No. Guides are written for business teams, with plain steps and screenshots rather than developer documentation.

How long does onboarding usually take?+

Most teams are live within a day, connecting a channel or two and running their first audit the same afternoon.

Can I invite my team to follow these guides too?+

Yes, guides and the platform itself support multiple team members with their own logins and permissions.

What if I get stuck on a step?+

Every guide links to support, and your onboarding contact can jump on a call for anything the guide does not cover.

Are guides updated as the platform changes?+

Yes, guides are kept current with the platform, and recently updated ones are flagged so you know what changed.

Prefer a guided walkthrough?

Book a free demo and we will walk you through the whole platform live.

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