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USER SUPPORT & KNOWLEDGE BASE

User Support and knowledge Base articles for Users with access to DIGI5Y Business system.

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DIGI5Y News & Updates

Ask AI Projects are dedicated workspaces that group your conversations, files, instructions and memory, so Ask AI gives consistent, context-aware responses without you repeating instructions.

How it works

  • 🗂️Organizes related chats, files, instructions & memory in one place
  • 📝Project instructions apply to every conversation in the project
  • ⏰Scheduled tasks run using the project's instructions & context
  • 🧠Saved memories make future responses more relevant

Key features

  • 🎯Project Instructions: set tone, formatting & brand voice
  • 📎Reference Files: upload or pick from your media library
  • 💾Project Memory: retain, review, delete or import memories
  • 📊Activity Tracking: see changes to instructions, files, tasks & status
  • 📌Search, sort, pin, archive and restore projects
  • 🔒Private to you: not shared across accounts

Limits to know

Max files per project50
Supported file formats.pdf · .docx · .txt · .md · .csv

Projects and their chats are private to the individual user.

Connect your WhatsApp number to your Ask AI copilot and run your CRM on the go.

What you can do

  • 🔍Look up contacts, update records & opportunities
  • 📅Check your calendar & appointments
  • ✍️Generate blogs, emails, images and video
  • ⏰Schedule recurring tasks
  • ⚡Run your custom AI Skills

Set it up

  1. Go to Ask AI
  2. Click Customize
  3. Open Dispatch
  4. Click Connect WhatsApp
  5. Verify your number

The verification code is valid for 5 minutes.

What changes when you upgrade

Conversation AI1,000 responses/motoUnlimited
Voice AI100 minutes/motoUnlimited
Managed Agents100 runs/moto1,000 runs/mo
Ask AI & AI Studio1× usageto3× usage
🚀 AI Growth Pack
$69/month

Core

  • Ask AIUsage included
  • AI StudioUsage included
  • Funnel AIIncluded
  • Workflow AIIncluded
  • Email AIIncluded

Conversation AI

  • Agent Responses1,000/month
  • Prompt Optimizer100 msg/day + 500/month, then pay-per-use
  • Agent StudioAt token cost
  • Managed Agents100 runs/month

Voice & Content

  • Voice AI Inbound / Outbound / Widget100 minutes/month
  • Voice AI Prompt Optimizer100 min/month, then pay-per-use
  • Reviews AIUnlimited
  • Content AIUnlimited
⚡ AI Unlimited Pack
$129/month

Core

  • Ask AI3× usage included
  • AI Studio3× usage included
  • Funnel AIIncluded
  • Workflow AIIncluded
  • Email AIIncluded

Unlimited

  • Conversation AIUnlimited
  • Conversation AI Prompt OptimizerUnlimited (fair use)
  • Voice AI Inbound / Outbound / WidgetUnlimited
  • Voice AI Prompt OptimizerUnlimited
  • Reviews AIUnlimited
  • Content AIUnlimited

Agents

  • Managed Agents1,000 runs/month
  • Agent StudioAt token cost

User Support

1.What is an AI agent in business software, and how is it different from a chatbot?

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.

2.How do I know if my business is ready to digitalise and automate?

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.

3.Does DIGI5Y work for e-commerce and retail businesses?

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.

4.Can multiple team members access DIGI5Y at the same time with different permissions?

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.

5.Does DIGI5Y offer any free tools before I sign up?

Yes, the free GrowthScore audit is available with no signup or payment required.

6.Can I access business reports in real time?

Yes. DIGI5Y provides dashboards and reporting tools that help businesses monitor leads, opportunities, appointments, sales activities, and overall performance in real time.

7.How does DIGI5Y improve team productivity?

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.

8.Can DIGI5Y track which ads are bringing me customers?

Yes, with the Ads Manager add-on, you can trace leads back to the ad campaign that generated them

9.Can I import my existing customer database into DIGI5Y?

Yes. Existing customer records can be imported using supported file formats, allowing businesses to migrate their contacts without manually recreating customer information.

10.How does DIGI5Y help businesses save time?

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.

11.Can I automate customer follow-ups after an inquiry?

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.

12.How does DIGI5Y improve customer response time?

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.

13.Can DIGI5Y help reduce missed sales opportunities?

Yes. Automated lead capture, follow-up workflows, appointment scheduling, pipeline management, and AI-powered engagement help ensure every lead receives timely attention.

14.Is DIGI5Y a good CRM for small businesses in 2026?

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

15.What happens during the free Discovery Call?

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.

16.Can I build a website with DIGI5Y, or do I need WordPress?

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.

17.Does DIGI5Y have a mobile app I can use on the go?

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.

18.Can AI automatically qualify leads before they reach my sales team?

Yes, DIGI5Y’s Conversation AI can ask qualifying questions automatically and only pass hot, ready-to-buy leads to your sales team

19.What's the very first thing I should set up after signing up?

Onboarding starts with your Business Profile, followed by connecting your calendar and enabling your first AI agent.

20.Can I get a demo before signing up?

Yes, you can book a free Discovery Call where the team walks you through a live demo before you commit.

21. Why do third-party social media integrations expire?

All third-party integrations (Facebook, Instagram, LinkedIn, YouTube, etc.) are subject to validity periods set by each respective platform. These connections expire per the platform's own requirements and must be periodically renewed.

22.Where do I renew or re-integrate expiring social media connections?

Go to Marketing → Social Planner → Settings. There you can view the validity days for each connected platform and re-integrate before expiry

23. How will I be notified about upcoming integration expirations?

All administrators receive alert notifications regarding integration validity. Check your admin notifications regularly to take timely action before any connection expires

24. What is Google Analytics and why do I need it?

Google Analytics tracks website visitor behaviour — pages visited, time on site, traffic sources, conversions, and more. It helps you make data-driven decisions to improve your marketing and website performance.

25. How do I connect Google Analytics to my DIGI5Y website?

Add your GA4 Measurement ID to your website or funnel settings under Tracking Codes. Alternatively, deploy it via Google Tag Manager for more control.

26. How long does Google Analytics data take to appear?

Standard reports update within 24–48 hours. Real-time reports show data within seconds.

27. Can Google Analytics track form submissions and button clicks?

Yes — via GA4 event tracking. This is best set up through Google Tag Manager using triggers for form submissions, clicks, and scroll depth.

28. What is Google Tag Manager (GTM) and why use it?

GTM is a free tool that lets you deploy and manage tracking scripts (tags) on your website without editing code. It keeps all your tracking in one place and reduces reliance on developers.

29. Can I use Google Tag Manager instead of adding GA4 directly?

Yes, and it's recommended. Add your GTM container snippet to the site's tracking code section, then manage GA4 and all other tags from within GTM.

30. How do I verify Google Analytics is working on my DIGI5Y site?

Use the GA4 Real-Time report while browsing your site, or install the Google Tag Assistant Chrome extension to confirm tags are firing correctly.

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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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