User Support and knowledge Base articles for Users with access to DIGI5Y Business system.
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An AI agent is trained on your specific business data and can take actions — booking appointments, updating your CRM, sending follow-ups — not just answer scripted questions like a basic chatbot. DIGI5Y’s AI Employees are AI agents that operate inside your live business data.
Common signs include slow lead follow-up, paying for 4+ disconnected tools, no visibility into what marketing is working, and a team spending hours on repetitive admin. If any of these sound familiar, a free GrowthScore™ audit will show you exactly where automation would help most.
Yes. Ecommerce businesses use DIGI5Y’s website/funnel builder with integrated payments, abandoned-cart-style follow-up automation, and the Customer Service Agent for order and shipping enquiries, alongside social media scheduling.
Yes. DIGI5Y supports role-based permissions so you can control exactly what each team member can view or edit — from sales reps who only see their own pipeline to admins with full account access.
Yes, the free GrowthScore audit is available with no signup or payment required.
Yes. DIGI5Y provides dashboards and reporting tools that help businesses monitor leads, opportunities, appointments, sales activities, and overall performance in real time.
DIGI5Y brings customer communication, CRM, marketing, scheduling, automation, and reporting into one workspace. This reduces manual effort, eliminates duplicate work, and improves collaboration across departments.
Yes, with the Ads Manager add-on, you can trace leads back to the ad campaign that generated them
Yes. Existing customer records can be imported using supported file formats, allowing businesses to migrate their contacts without manually recreating customer information.
DIGI5Y automates repetitive business tasks such as lead follow-ups, appointment reminders, customer communication, review requests, and marketing campaigns. By reducing manual work, your team can focus more on serving customers and growing the business.
Yes. DIGI5Y allows you to build automation workflows that instantly send emails, SMS, WhatsApp messages, assign tasks, or schedule reminders whenever a new lead submits a form or contacts your business.
DIGI5Y centralizes customer communication from multiple channels into one inbox and supports automation and AI-powered responses. This helps businesses respond faster while ensuring that no customer inquiry is overlooked.
Yes. Automated lead capture, follow-up workflows, appointment scheduling, pipeline management, and AI-powered engagement help ensure every lead receives timely attention.
DIGI5Y is purpose-built for SMEs that want CRM, marketing automation, and AI agents in one flat-rate platform rather than juggling multiple tools — making it a strong fit for small businesses ready to digitalize without hiring a technical team
Your Discovery Call includes a review of your current tools and challenges, your free GrowthScore™ result, and a personalised recommendation on which DIGI5Y plan and engagement model fits your business.
Yes, DIGI5Y includes a native website and funnel builder, so you don’t need WordPress — though WordPress hosting is available as an add-on if you prefer to keep an existing WordPress site.
Yes, a white-label branded mobile app is available as an add-on, letting you manage leads, conversations, and calendars from your phone under your own brand.
Yes, DIGI5Y’s Conversation AI can ask qualifying questions automatically and only pass hot, ready-to-buy leads to your sales team
Onboarding starts with your Business Profile, followed by connecting your calendar and enabling your first AI agent.
Yes, you can book a free Discovery Call where the team walks you through a live demo before you commit.

DIGI5Y is an AI-Powered All-in-one Business System, customized to provide the sales, marketing and business development activity and automation with remote specialist support at your disposal, suitable for no-tech, low-tech, and high-tech businesses.
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