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)
Pro & Premium Member Area
This section is available on Professional and Premium plans. Upgrade your plan to access exclusive resources, priority support, and your 1:1 onboarding calls with Sam.
Welcome to your exclusive member area.
As a Professional or Premium member you have access to the resources below.
Your 1:1 onboarding call booking links
(Pro: 2 calls, Premium: ongoing)
Automation playbooks — advanced workflow templates
Priority support access details
Premium: Extendly technical support access
Join the dAIsy Community
You are not on your own. The dAIsy community is where our members ask questions, share wins, and help each other grow. Jump in, introduce yourself, and see what others are building.
#ask-for-help
stuck on something? Post here and the community will help.
#wins-and-results
share your results. Celebrating progress matters.
#product-updates
be the first to know about new features and improvements.
#feature-requests
tell us what you want to see next.
Need Help? Here is Where to Go.
We have built three layers of support so you always have somewhere to turn — whatever your question, whatever your plan.
AI Support Bot
Try the Bot First
The dAIsy support bot is available 24/7 inside your dAIsy account. It knows the platform inside out and can answer most setup and how-to questions instantly. Look for the chat widget in the bottom corner of your account.
Community
Ask the Community
If the bot does not have your answer, post in #ask-for-help in the community. Our team monitors it daily and other members are often incredibly helpful too.
Extendly (Premium only)
Premium: Extendly Technical Support
Premium members have access to Extendly, a dedicated GHL technical support service. Details are in your Premium member area above.
Join the dAIsy Community
You are not on your own. The dAIsy community is where our members ask questions, share wins, and help each other grow. Jump in, introduce yourself, and see what others are building.
#ask-for-help
stuck on something? Post here and the community will help.
#wins-and-results
share your results. Celebrating progress matters.
#product-updates
be the first to know about new features and improvements.
#feature-requests
tell us what you want to see next.
Need Help? Here is Where to Go.
We have built three layers of support so you always have somewhere to turn — whatever your question, whatever your plan.
AI Support Bot
Try the Bot First
The dAIsy support bot is available 24/7 inside your dAIsy account. It knows the platform inside out and can answer most setup and how-to questions instantly. Look for the chat widget in the bottom corner of your account.The dAIsy support bot is available 24/7 inside your dAIsy account. It knows the platform inside out and can answer most setup and how-to questions instantly. Look for the chat widget in the bottom corner of your account.
Community
Ask the Community
If the bot does not have your answer, post in #ask-for-help in the community. Our team monitors it daily and other members are often incredibly helpful too.
Extendly (Premium only)
Premium: Extendly Technical Support
Premium members have access to Extendly, a dedicated GHL technical support service. Details are in your Premium member area above.
dAIsy — Your AI-Powered Business System
dAIsy by JAM AI Ltd · 33 Great George Street, Leeds LS1 3AJ · Co. No. 16845508
Join the Community