Help Center
Find the right next step inside IdearyAI.
Use this guide inside your account to check daily tasks, understand common areas, fix simple issues, and know when to contact support.
Need support?
Send the real example: contact name, screenshot, message, page, and what you expected to happen.
Owner view
Your 5-minute daily check.
You do not need to inspect every setting. Most owners only need to check the places where a customer, client, or prospect may be waiting.
Check unread conversations and replies.
Review new leads and open tasks.
Confirm booked appointments or callback requests.
Look at urgent or waiting items before the end of the day.
Send Michael any example that looks wrong or confusing.
Owner view
Simple enough to understand in one call.
Inbox and replies
Use the inbox to see conversations, customer replies, missed-call text backs, and messages that need a human.
Open unread conversations first.
Look for questions the assistant did not answer.
Reply yourself when the message needs judgment, pricing, or a personal decision.
Send a real example to support if the wording should be changed.
Ask for help when:
Contact support when replies sound wrong, use outdated information, or do not match your business tone.
Appointments
Use appointments to check booked calls, estimates, discovery calls, reminders, cancellations, and no-shows.
Check today's appointments and tomorrow's appointments.
Confirm that new appointments are on the right calendar.
Review no-shows or cancellations that need follow-up.
Tell support before changing booking links, calendars, or reminder timing.
Ask for help when:
Contact support if appointments land on the wrong calendar, reminders go out at the wrong time, or people cannot book.
Leads and opportunities
Use leads to see who is new, contacted, booked, waiting, completed, or lost.
Look for new leads that have not been handled yet.
Check which leads are waiting on you.
Move a lead forward only when the next step is clear.
Mark lost or completed leads so follow-up stays clean.
Ask for help when:
Contact support if leads appear in the wrong stage, duplicate, disappear, or do not trigger the expected next step.
Automations
Automations send first replies, reminders, booking steps, owner alerts, review requests, and follow-up messages.
Do not edit automations unless you know exactly what they do.
Write down what should change before asking support.
Test changes with one example before relying on them.
Keep consent, opt-out language, and timing intact.
Ask for help when:
Contact support before changing text messages, email timing, calendar routing, payment steps, or AI handoff rules.
AI assistant
The assistant should answer only from approved business information and hand off when a person is needed.
Send support your FAQs, services, prices, offers, and policies when they change.
Use real customer questions to improve answers.
Do not expect the assistant to guess custom pricing or sensitive advice.
Review any answer that feels unclear, risky, or too confident.
Ask for help when:
Contact support when the assistant needs new information, safer rules, or a clearer handoff to you.
Reviews and referrals
Use review follow-up after completed work, finished sessions, successful calls, or happy customer moments.
Make sure completed customers or clients are marked correctly.
Check that review requests are going to the right people.
Do not send review requests after complaints or unresolved issues.
Send support examples when timing or wording feels off.
Ask for help when:
Contact support if review requests are too early, too late, sent to the wrong person, or not aligned with your brand.
Reports and owner view
Use the owner view to understand what came in, what was answered, what booked, and where people stopped.
Look for leads received, replies sent, appointments booked, and open tasks.
Compare busy days with missed or delayed follow-up.
Use the report to decide what should be improved next.
Bring unclear numbers to the monthly review.
Ask for help when:
Contact support if the numbers do not make sense or you need a simpler view.
Settings and changes
Settings control business details, team access, contact information, calendars, and parts of the customer experience.
Update basic business information only when you are sure it is correct.
Tell support when services, hours, pricing, offers, or policies change.
Do not change phone, email, booking, or payment settings without support.
Ask before deleting contacts, workflows, pages, forms, or fields.
Ask for help when:
Contact support before changing anything that affects customer messages, booking, consent, payments, or automation.
Troubleshooting
Common issues and what to send support.
The assistant gave an answer that does not fit.
Check: Save the conversation and note what the answer should have said.
Send support: Send the contact name, the wrong answer, and the better answer you want used next time.
A lead did not get the expected follow-up.
Check: Check whether the lead has a phone or email and whether the correct tag or form was used.
Send support: Send the lead name, source, time received, and the follow-up you expected.
An appointment booked incorrectly.
Check: Check the calendar, appointment type, time zone, and reminder text.
Send support: Send the appointment link, contact name, expected time, and actual time.
A lead is in the wrong stage.
Check: Look at the last message or action that moved the lead.
Send support: Send the contact name, current stage, and the stage where it should be.
A text or email should stop.
Check: Check whether the person replied STOP, unsubscribed, cancelled, or already booked.
Send support: Send the contact name and which message path should stop.
Good boundaries
What Ideary AI can do, and what should stay human.
The system works best when it has clear instructions. It should help people move forward, but it should not guess, pressure, promise results, or make sensitive decisions for you.
Good use
Fast replies, simple questions, lead summaries, reminders, booking steps, review requests, and follow-up paths.
Human handoff
Pricing exceptions, legal or medical advice, complaints, sensitive questions, emergencies, custom quotes, and anything outside approved information.
Ask Michael before changing
Text message rules, email follow-up, calendar routing, payment steps, consent language, assistant rules, and automations.
Contact support
How to report a problem clearly.
You do not need technical language. The fastest support request explains what happened, what should have happened, and includes the exact example.
What to send
Send the contact name, screenshot, message, page, and what you expected to happen.
Questions
Quick answers for owners and teams.
Will IdearyAI replace me or my team?
No. IdearyAI is built to help with speed, follow-up, reminders, simple answers, and routing. Important decisions, pricing, custom advice, and sensitive conversations stay with a real person.
Can I change what the assistant says?
Yes. The best changes are made from real examples: a message that sounded wrong, a question it could not answer, or a service detail that changed.
What should I check every day?
Check new leads, booked calls, open tasks, unread replies, and anything marked urgent or waiting on you.
What if a lead needs a human?
The system should hand off when a question is too specific, sensitive, urgent, outside the approved information, or better handled by the owner.
Can I add another workflow later?
Yes. Start with one useful workflow first. After it works, IdearyAI can expand into more lead paths, reminders, review requests, reactivation, or reporting.
What is handled monthly?
Monthly support can include reviewing activity, improving wording, adjusting follow-up, checking missed opportunities, and deciding what to automate next.
Need support?
Bring the real example. Support can usually find the next fix faster.
For changes to messages, automations, booking, AI answers, or follow-up paths, call support or book a short support time.