AiExpert help center

How to use every Expert and every part of AiExpert, step by step — what it does, why it helps, and how to get the most from it. Each article links straight into your workspace, and you can book office hours to talk it through.

Start here

What AiExpert is, your first half hour, and the two ideas everything rests on.

• AiExpert in two minutes — AiExpert gives you a team of AI Experts who learn your business, do real work when you brief them, and wait for your approval before anything goes out.
• Your first 30 minutes — A concrete first half hour: let Scout read your site, confirm your Business DNA, brief one Expert, approve the work and connect one app.
• Business DNA: what every Expert reads first — The facts every Expert reads before writing a word: what you sell, who you sell to, how you sound and what they must never do.
• Approvals: nothing goes out without you — Everything your Experts made that sends, posts, publishes or spends waits here for your click, with the exact facts shown before you say yes.
• Plans, runs and using your own AI key — How the free plan, hours, runs and the paid plan work, and how to run your Experts on your own Anthropic key with no per-run charge from us.

Playbooks

Outcomes, start to finish: the steps across modules that get a real result.

• Find out why your homepage isn’t converting, and fix it — Score your homepage the way a first-time visitor sees it, get the fixes in order with the words to use, then re-check that the changes worked.
• Get your first 10 leads this week — Name your ideal customer, pull real good-fit names from your contacts and Google Maps, and have first emails waiting in your Gmail drafts.
• Run a monthly newsletter in 20 minutes — Turn five rough bullet points into a finished newsletter in your voice, test it, and send it on your approval, once a month.
• A week of social posts every Monday — Every Monday, one brief gets a week of LinkedIn, X and Instagram posts written, placed on your calendar and waiting for your approval.
• Answer every review within a day — Herald checks the web and your Google reviews every day, drafts a reply in your voice to each new one, and you post it.
• Turn one Zoom call into a week of clips — Upload one Zoom recording and Vega cuts the moments that stand on their own into captioned, branded clips ready to post.
• Win back abandoned carts — Till finds the money sitting in your Shopify abandoned carts, and Nova drafts the emails to win it back, for your approval.
• Know your numbers in five minutes a week — One Monday routine: Aria’s brief, your Pulse scorecard against targets and Penny’s read on your money, in about five minutes.
• Launch a new offer in a day — Forge shapes the offer and its price, then Sage, Echo and Nova turn it into one message, a set of posts and an email to your list.

Your Experts

Every Expert on the team: what each one does, what to ask, and what it delivers.

• Atlas, your AI Meta Ads Agent — Plans, writes and optimizes your Facebook & Instagram ad campaigns 24/7.
• Sage, your AI Brand Director — One brand brain that trains itself from anything you share — and keeps every Expert on-message.
• Rankwell, your AI SEO Agent — Keyword strategy, content briefs and technical audits that compound organic traffic.
• Nova, your AI Email Marketing Agent — Writes sequences, broadcasts and flows that turn your list into revenue.
• Echo, your AI Social Media Agent — A month of on-brand content across LinkedIn, X and Instagram — in minutes.
• Vega, your AI Video Content Agent — Scripts AND finished videos — she writes it, then renders the clip with sound.
• Miles, your AI Outbound Sales Agent — Prospect research, cold emails and follow-up cadences, written for you to send.
• Juno, your AI Customer Support Agent — Instant, on-brand replies, help-center articles and support macros.
• Ivy, your AI AI Phone Receptionist — Answers your phone in a natural voice — takes messages, books, never misses a call.
• Pulse, your AI Analytics Agent — Reads every number your team produces and tells you what actually matters.
• Aria, your AI Executive Assistant Agent — Your chief-of-staff: briefs, decisions, delegation — she keeps the whole team moving.
• Penny, your AI Finance Agent — Reads Stripe, Razorpay and your bank statements — then tells you the truth about your money.
• Orbit, your AI CRM Agent — Imports your contacts, researches every one of them, and hands you the exact next reach-out.
• Ada, your AI Website Builder — Describe the site you want — Ada builds it and puts it live.
• Sonar, your AI Research Agent — Point Sonar at any site or question — it reads the web and reports back.
• Herald, your AI Reputation & PR Agent — Watches what the world says about you — and drafts the reply before you even see it.
• Till, your AI E-commerce Store Agent — Reads your store's till every morning — and finds the money sitting in abandoned carts.
• Lens, your AI Conversion Auditor — Audits your website and landing pages the way a first-time stranger sees them — and names every fix.
• Forge, your AI Offer Architect — Turns a vague service into an offer people say yes to — named, priced and packaged.

Home

Your day at a glance: the ask bar, your numbers and what changed overnight.

• Home and the ask bar — Your starting point each day: ask the team for anything, clear what is waiting on you, and see what your Experts delivered and what moved.
• Pulse: your numbers, goals and weekly rhythm — Your weekly scorecard, your quarter's priorities and this week's work on one board, so you can tell whether you are winning and what happens next.

Team

Briefing Experts, the work they deliver and where it all lands.

• Brief an Expert and get the work back — Tell an Expert what you need in plain words, attach a file if it helps, and get finished work back in the chat and in your Library.
• Team room: what everyone is working on — Post what needs doing to one shared feed. The right Expert picks it up, asks if it must, and reports back where the whole team can see.
• Library: every deliverable in one place — Every report, plan, proposal and invoice your Experts make, filed in one place to read, edit, approve, download or share by link.
• Hire Experts and build your team — Browse the roster, see what each Expert delivers, and add the ones you need to your team in one click. Hiring is included in every plan.
• Task ideas: one-click jobs to hand over — Pick a ready-made job, click once, and the right Expert opens with the brief already written. Check it, then press Send.
• Specialist Experts, and making any Expert yours — Custom Experts like Lens and Forge go deep on one job. Hire them like any Expert, then make every Expert yours with your facts, voice and briefs.

Inbox

Email, WhatsApp, calls and meetings, with your Experts drafting the replies.

• Email replies: your inbox, with drafts ready — See replies to your campaigns next to your list, and have Aria draft answers into your Gmail Drafts for you to send.
• Google: Gmail, Calendar and Drive — Connect Google once and Aria can read your inbox, files and calendar, draft replies into Gmail and prep you for meetings.
• WhatsApp assistant — Link your WhatsApp number and get a digest of what needs you in the groups you pick, with replies drafted for you to approve.
• Calls: an AI receptionist on your phone line — Ivy answers your forwarded calls in a natural voice, takes messages and booking requests, and logs every call with a summary.
• Meetings: a notetaker that writes the follow-up — A notetaker joins your Zoom, Google Meet or Teams calls and writes up the decisions, actions and open questions afterwards.

Grow

Email marketing, social, reviews, ads, search and QR codes.

• Email marketing: campaigns that go out on approval — Write a newsletter or offer email, or have Nova draft it, then send it to your whole list, a tag or a segment once you approve it.
• Email sequences: follow-ups that run themselves — Set up a chain of emails that each new person gets in order, timed from the day they join, so welcomes and follow-ups never slip.
• Sign-up forms: grow your list — Build a sign-up form for your website or a hosted landing page, so visitors join your email list with their consent recorded.
• Email automations: send on what people do — Make simple 'when this happens, do that' rules that tag people and move them in and out of sequences the instant something happens.
• Deliverability: land in the inbox, not spam — See whether your email lands in inboxes: complaint and bounce rates, domain checks and blocklists, with Nova explaining what to fix.
• Social calendar: a month of posts, planned — See every post Echo drafted on a month grid, drag posts between days, and preview each one exactly as it will look in the feed.
• Reputation: reviews and mentions, answered — See what the web says about your business, with every review and mention in one list and a reply drafted by Herald for you to approve.
• QR codes: branded, tracked, never dead — Make branded QR codes for your menu, reviews, Wi-Fi or offers, change where they point after printing, and see how many people scan.
• Ads: your Meta ads, read and improved — See what your Meta ads cost and bring in, which ones are working, and the next changes Atlas suggests, all in plain words.

Customers

Your contacts, companies, deals and follow-ups in one CRM.

• CRM: every customer, and what to do next — Keep every customer, lead and company in one place, with their history, deals and next steps, so nobody you’ve talked to slips away.
• Deals: your pipeline, stage by stage — See every deal you hope to win as a card on a board, move it stage by stage, and know what your pipeline is worth at a glance.
• Follow-ups: never drop a lead — One list of everything you and your team owe people, sorted into overdue, today and upcoming, with tasks you can hand to an Expert.
• Import your contacts — Bring a client list from a spreadsheet, Shopify, Mailchimp or your phone into your CRM, check every column first, and undo it for 30 days.
• Email subscribers, segments and tags — See everyone who can receive your emails, group them with tags and segments, and send each campaign to exactly the right people.

Money

Revenue, costs and what your AI team spends, in one place.

• Money: revenue, costs and your AI spend — See money in and out, live revenue, what your AI team costs and the invoices waiting on you, with Penny explaining what it means.

Brand

Your brand book, the creative studio and the facts your Experts work from.

• Brand book: your logo, colours, type and voice — Your logo, colours, fonts and written guidelines in one living brand book, drafted from your Business DNA and used by everything your team makes.
• Create: on-brand images, carousels and ads — Brief an Expert for on-brand social images, carousels, product shots and finished videos, set in your own fonts and colours, and check each one first.
• Turn a recording into captioned clips — Upload a Zoom call, webinar or talk and get back short clips of the moments that stand on their own, cut, captioned and finished in your brand.

Settings

Connected apps, teammates, developer access and agency accounts.

• Connected apps: give your Experts access — Connect the apps you already use so your Experts work from your real data, and see exactly what each app lets them do.
• Teammates and roles — Invite the people you work with so they can brief your Experts and approve work, while billing and connections stay with you.
• Agency accounts and white-label — Offer the AI team to your clients under your own name, logo, colors and domain, and work inside each client's workspace yourself.

Connected apps

What each app you connect lets your Experts read and do.

• Gmail — Let your Experts read your inbox and write replies straight into your Gmail Drafts, ready for you to check and send.
• Google Calendar — Let your Experts see your schedule, prep you for meetings and put events on your own calendar, without inviting anyone.
• Google Drive — Let your Experts find and read your Docs and files, and save finished work as new Google Docs in your Drive.
• Google Sheets — Let your Experts read your spreadsheets, and have the tables they build land in a new Google Sheet instead of the chat.
• Google Analytics — Give your Experts read-only access to your website traffic, so reports use your real visits, sources and pages.
• Google Search Console — Let Rankwell read how people find you on Google: the searches you show up for, the clicks, and the pages that earn them.
• YouTube — Let your Experts read your YouTube channel's numbers, so video plans start from your real subscribers and views.
• Google Ads — Link your Google Ads account read-only. No Expert can change a campaign, budget or bid, and nothing is spent through it.
• Stripe — Let Penny read your Stripe balance, payments, refunds and subscriptions, so money questions get real answers. Nothing can be charged.
• Shopify — Let Till read your Shopify orders, products, customers and abandoned checkouts, so store advice uses your real numbers.
• WooCommerce — Let your Experts read your WooCommerce orders and products when a job needs them. Nothing in your store can be changed.
• HubSpot — Let your Experts read your HubSpot contacts and deals, so follow-ups and sales advice start from your real pipeline.
• Airtable — Let your Experts read records from your Airtable bases, so they work from the tables you already keep.
• Gamma — Let your Experts build Gamma presentations and documents from their work, with each one saved to your Library.

Apps

AiExpert in your browser, on your phone and by voice.

• Chrome extension: your team in every tab — Send any page, selection, screenshot or YouTube video to your team from Chrome, and see what your Experts could do on the page you’re reading.
• Mobile app: approve and brief from your phone — Use AiExpert from your phone’s browser: talk to Aria, approve what’s waiting, and see what the team is doing, laid out for a small screen.
• Voice: talk to your Experts — Speak your briefs instead of typing them, hear any reply read aloud in that Expert’s voice, and talk to Aria hands-free on your phone.

Office hours

Talk to a person: book a session and bring your questions.

• Office hours: talk to a person — Book a short video call with the AiExpert team to get set up or unstuck, one-to-one or in the regular group session.

Start hereOffice hoursTask libraryStart free