Features
All Features
Workflow Automations
AI Notetaker
Agent on WhatsApp
WhatsApp Automations
Facebook & Instagram
Chats Inbox
Team WhatsApp
Bookings & Packages
Solutions
Small Business
Real Estate Agents
Coaches & Therapists
Trainers & Fitness Studios
Course Creators & Events
Salons & Barbershops
Travel Agents & Tours
Agencies & Client Work
Creators & Influencers
Vacation Rentals
AI Business Assistant
Pricing
About
Discord
Toggle theme
Help center
Short, clear answers about using Zoye.
Getting started
Get started with Zoye
Create your account, take the tour and learn the two levels, organisation and workspace, in about fifteen minutes.
Connect your accounts and bring your contacts in
Connect email, calendar, WhatsApp and more from Connectors, then import your contacts from a file, another tool or a photo.
The assistant
Talk to the assistant
Where you can reach the Zoye assistant, what to say to it, and what it will check with you first.
Voice notes, photos and files
Send the assistant a voice note, a photo or a document, and learn why it never follows instructions found inside a file.
Memory and AI credits
How the assistant remembers your preferences, how to review or clear them, and how AI credits work.
WhatsApp
Link your own WhatsApp number
Connect your personal WhatsApp to Zoye so you can run your business by messaging the assistant, and know the difference from your business number.
The 24-hour WhatsApp window
Why WhatsApp lets you reply freely for 24 hours after a customer writes, why templates are needed after that, and how to get customers to write first.
Consent and templates on WhatsApp
Why Zoye asks you to confirm consent, how Meta approves message templates, and the wording that gets rejected.
Set up the lead bot
A menu on WhatsApp that answers new enquiries in seconds, asks your qualifying questions and moves good leads into your pipeline.
Auto-messages, audiences and broadcasts
Greet every new lead automatically, build an audience and send a broadcast on WhatsApp, with the rules that protect your number.
Capture and grow
Business cards and trade shows
Photograph a card and get a lead. Set one rule at an event and every card after it files itself against the right deal.
Facebook and Instagram comments and lead ads
Connect a Facebook Page to turn comments and lead-form answers into contacts in your pipeline, with replies and follow-ups.
Run your business
Contacts, deals and your pipeline
How contacts, companies, deals and tasks fit together, how to set up pipeline stages and custom fields, and how to restore deleted records.
Automations
Describe what should happen in a sentence, check the preview, then turn it on. Triggers, steps, delays and how to check an automation works.
The meeting notetaker
Let Zoye join your Zoom, Google Meet or Teams calls, write the notes and suggest tasks, with nothing saved until you approve.
Invoices, expenses and reports
Raise invoices, log expenses from a photo and ask questions about your numbers, with tips for reports you can trust.
Team, permissions, settings and billing
Invite your team, set who can see what, find every tab in Settings and manage your plan.
Support
Talk to a person
Ask for a human in the app, on WhatsApp or on Slack, or email support@zoye.io, and the Zoye team gets your request with your context.