The quickest start: from your website
At the top of Overview, enter your website address (for examplehttps://yourbusiness.ae) and click Set it up. Taskezy reads your site and fills in every field for you — the kind of business, what you do, a name, a first message and a voice.
Nothing is saved until you click Save, so read it through and change anything you like first. No website? Click Describe your business instead.
Overview — who it is
1
Your business
Pick What kind of business is this? — the starting point sets sensible defaults:
Then describe What your business does in a few sentences (up to 1,200 characters).
2
The assistant
Set What your customers will call it and its First message. Every first message ends with a notice you can’t remove: “Just so you know, I’m an AI assistant — ask any time and I’ll pass you to a person.”
3
How it should sound
Choose a voice — Warm, Brisk, Formal or Chatty — or write the wording yourself.
Abilities — what it can do
Switch on only what you want it to do. Some abilities are open to anyone who messages; others only work once the front desk has matched the customer to your records — by a booking reference or order number plus the phone or email they used. On WhatsApp, a customer whose number is already in your contacts is matched automatically. For anyone who messages you
Once matched to a customer record
Switching an ability on also switches on what it depends on, and switching one off turns off anything that needs it.
Quote prices from your catalogue decides whether it tells customers your published prices at all.
Some things are always on: handing over to a person, answering about the range you sell, answering from what you’ve taught it, and checking who a returning customer is.
Handover — when it passes to a person
Customers can always ask for a person. On the Handover tab you decide the rest:- When it should fetch a person — subjects it should never try to handle, however capable it is. Type them in plain words, such as refunds, complaints or anything about a quote.
- Take a number when you’re closed — out of hours, it takes the customer’s name and number for your team instead of promising a reply nobody is awake to give.
- Draft a reply while you’re handling it yourself — when you take a conversation over, it suggests a reply for you to edit and send. It never sends one for you.
Display — how the widget looks
Pick the widget’s Colour — Lime, Blue, Teal, Rose, Orange, Violet, Ink, or any colour you like — and Which corner of the page it sits in. How it will look shows the result. Text colours are chosen for you so it’s always readable.Try it in the preview
The preview answers exactly as the front desk will, using your unsaved settings. Choose Who is asking — A stranger or A known customer — and ask it what your customers ask. If you don’t like an answer, click Say it differently, then Teach it this to keep the better version as a worked example (up to 8).Switch it on
The status at the top shows where you are:- Not switched on yet — a draft. Nobody can reach it.
- Live — answering customers now.
- Paused — not answering anyone.