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500+ Support Articles

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Getting Started

Getting Started

Account setup, choosing plans, platform tour

25 articles
Smart CRM

Smart CRM

Contacts, pipelines, lead scoring, reporting

45 articles
Voice Valet

Voice Valet

AI receptionist setup, call handling, routing

32 articles
Support Desk

Support Desk

Tickets, field service, mobile app, job cards

55 articles
Marketing Engine

Marketing Engine

Email, WhatsApp, SMS campaigns, automation

48 articles
Billing & Account

Billing & Account

Plans, payments, invoices, data export

20 articles

Popular Articles

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How to Import Customers from Excel

Smart CRM3 min

Setting Up Your Voice Valet Greeting

Voice Valet5 min

Creating Your First WhatsApp Campaign

Marketing Engine7 min

Configuring Mobile App for Technicians

Support Desk6 min

Understanding Lead Scoring in BizAI

Smart CRM4 min

Connecting Sage Accounting

Integrations8 min

Setting Up Automated Follow-ups

Marketing Engine5 min

Managing Your Subscription Plan

Billing2 min
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Integration Guides

Connect Your Favorite Tools

Step-by-step guides to connect BizAI with your existing business software.

Sage Accounting

Sync invoices, customers, and payments

WhatsApp Business API

Connect your business WhatsApp account

Gmail & Outlook

Email sync and tracking

Google Calendar

Appointment and event sync

Zapier

Connect 5000+ apps

Microsoft 365

Soon

Complete Microsoft integration

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Video Tutorials

Learn with Step-by-Step Videos

50+ video tutorials covering every feature of the BizAI platform.

Getting Started with BizAI
5:23
Basics

Getting Started with BizAI

Smart CRM: Complete Walkthrough
15:47
Smart CRM

Smart CRM: Complete Walkthrough

Voice Valet Setup Tutorial
8:12
Voice Valet

Voice Valet Setup Tutorial

Marketing Engine: First Campaign
12:35
Marketing

Marketing Engine: First Campaign

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Quick Answers

Frequently Asked Questions

Get instant answers to common questions.

Click on 'Forgot Password' on the login page, enter your email address, and we'll send you a reset link. The link expires after 24 hours for security.
Yes! You can change your plan at any time from Settings > Billing. Upgrades take effect immediately, and downgrades take effect at the start of your next billing cycle.
Go to Settings > Data Management > Export. You can export contacts, deals, and history in CSV or Excel format. Enterprise plans include API access for automated exports.
Our support team is available Monday to Friday, 8am to 5pm SAST. Professional and Enterprise plans include phone support. All plans include email support with response within 24 hours.
Absolutely. We use bank-level encryption (AES-256), host on secure SA-based servers, and are fully POPIA compliant. We never share your data with third parties.
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Our support team is based in South Africa and ready to help you get the most out of BizAI.

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support@bizai.co.za • Response within 24 hours

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Mon-Fri, 8am-5pm SAST • via WhatsApp

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010 001 7606 • Professional+ plans

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