Members Portal
Welcome to your
dAIsy Hub
Everything you need to get set up, get results, and get the most out of dAIsy — all in one place.
Use the sections below to work through your setup, access your resources, and connect with the community. If you get stuck, help is always close by.
Get Set Up in 7 Days
Follow these videos in order and you will have dAIsy fully set up and working for your business within a week.
Each video is short, practical, and focused on one thing.
START HERE: What is dAIsy?
A 4-minute overview of what dAIsy does and why it works. Watch this first.
1.58 min
Day 1: Account Setup
Get your account configured correctly from day one. Takes less than 10 minutes.
3.56 min
Day 2: Connecting Your Channels
Connect your email, SMS, and social inbox so all your conversations are in one place.
3.56 min
Day 3: Pipeline & Contacts
Set up your pipeline stages and import your contacts. Your business, your way.
4.14 min
Day 4: Your First Automation
Build your first automated follow-up sequence. This is where dAIsy starts working for you.
5.22 min
Day 4: Missed Call Text Back
Turn every missed call into a conversation automatically. One of the highest-impact features in dAIsy.
1.02 min
Day 3-4: Booking Calendar
Get your calendar set up so clients can book directly without the back-and-forth.
2.40 min
Day 5: Send Your First Broadcast
Reach your entire contact list in one message. Email, SMS, or both.
4.51 min
Day 6: Dashboard & Optimising
Read your dashboard, spot what is working, and start improving your results.
3.17 min
Day 7: What Comes Next
A look at what to focus on in your first 30 days and how to get even more from dAIsy.
3.27 min
Your Quick Start Handbook
Everything covered in the video series, written down and ready to reference whenever you need it. Download your copy and keep it handy for your first 30 days.
Resource Library
Eleven in-depth guides covering every area of dAIsy. Download any guide individually or work through them all as you grow into the platform.
Never Lose a Lead Again — The 5-Touch Follow-Up Playbook
(All plans)
The Service Business CRM Cheat Sheet
(All plans)
SMS That Gets Replies — 10 Templates for Service Businesses
(All plans)
Your First 30 Days in dAIsy — What to Set Up and When
(All plans)
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dAIsy — Your AI-Powered Business System
dAIsy by JAM AI Ltd · 33 Great George Street, Leeds LS1 3AJ · Co. No. 16845508
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