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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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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.

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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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