Documentation

Get the most out of SoftSolz

Short, practical guides for every service. Build a form, embed it on your site, manage submissions, set up integrations.

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Appointments

Take bookings, run your diary, assign staff and rooms, send reminders.

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Outreach

Reach your contacts by WhatsApp, text, email or a call list, let AI callers answer your phone or ring your list, and answer every reply in one shared inbox.

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Tasks

Give work to your people, get it back with files attached, review it and mark it.

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Forms

Build forms and surveys, share a link or embed on any site, and track every response.

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Blogs

Write, schedule and publish posts; embed your blog and grow subscribers.

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Newsletter

Design a signup card, embed it anywhere, and manage your subscriber list.

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Social Publishing

Post to LinkedIn, Facebook and Instagram at once; schedule and track delivery.

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Sales Pipelines

Boards with a real deal history, line items from your price list, and a weighted forecast.

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Quotes

Build a proposal, have it signed by everyone who needs to, then turn it into billing.

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Products & Subscriptions

One price list, plus subscriptions that raise their own invoices and chase failed cards.

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Funnels

Build the pages, watch the journey in order, and see exactly where you lose people.

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Affiliates

Referral links, tiers and clawbacks, with payout batches you approve and settle.

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Invoicing

Invoices, customers, payments, AR aging - collect online via Stripe.

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Payments

Get paid on your website - connect Stripe, create a button, paste it.

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Customer Auth

Add signup and login to your own website.

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Knowledge Hub

An AI chat widget that answers from your documents.

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AI Workflows

Automate recurring and event-driven jobs.

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My Leads

Research companies, topics and websites with AI; save, export and add results to a knowledge base.

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SEO Intelligence

See what changed in Google search each month, and what to fix next.

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E-commerce Pilot Coming soon

Amazon, Shopify, eBay and TikTok Shop sales, profit, stock and ads in one place, store by store or all stores side by side.

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Website Analytics Coming soon

See who visits your website, where they came from, what they read and click, counted anonymously by default.

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AI Website Builder

Build a website by chatting with AI - live preview, one-click publish, your own domain.

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Agency portal

Run your clients' workspaces from one place, with the access each business gives you.

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Launchpad

Set a business up from a template - website, chatbot, blog and newsletter - then hand it over.

Account & platform

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Getting started

Sign up, your first workspace, install a service.

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AI Assistant panel

Ask for a change and watch it happen on the page, step by step, with Undo.

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Account & team

Workspaces, members, roles, branding, regional settings.

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Connect an AI assistant

Let Claude, ChatGPT or Gemini fill your workspace, with only the permissions you tick.

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Email sending

Send invoices, reminders and sign-ups from your own address, and edit the wording.

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Domains

Buy a domain or connect one you own, then use it for your website and email.

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Billing

Plans, sandbox vs live, Stripe subscriptions, cancellations.

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Refer & earn

Share your link, earn on paid signups, redeem as AI credits or cash.

Building an integration? Head over to developer.softsolz.uk for API keys, webhooks and code samples.