WELCOME

Getting Started with Utah Business Solutions

Welcome to your new client portal. This dashboard is your central hub for managing digital services, viewing invoices, and contacting our team.

Create Account

Register with your email to access your secure dashboard.

Instant Activation

Most services activate instantly after payment. No waiting required.

Dedicated Support

Access support tickets or chat directly from your "My Account" area.

BILLING

Billing & Payments

Accepted Methods

We accept all major credit and debit cards. Payments are processed securely via Stripe for instant activation.

Secure Transactions

Your security is our priority. We use 256-bit SSL encryption for all transactions. We do not store your full credit card numbers on our servers.

Subscription Management

Recurring services renew automatically to ensure no service interruption. You can cancel a subscription at any time from your dashboard to stop future billing.

Refund Policy

If a service fails to deploy due to a technical error, you will be automatically refunded. For other inquiries, please contact support within 24 hours of purchase.

SUPPORT

How Can We Help?

Our team is dedicated to your success. If you run into any issues or have questions about our services, here is how to reach us.

Email Support

Send us a detailed message and we'll get back to you as soon as possible.

yara.jkawtharani@gmail.com

Service Guides

Detailed instructions for every tool we offer are listed below on this page.

Browse Guides ↓

Utah Business Solutions AI Business Tools Guide

A complete ecosystem of AI-powered tools to automate your website, enhance customer engagement, and streamline business operations.

Accessing Your AI Dashboard

Go to YKC.aibusinesstool.net and log in with the credentials you received upon purchasing your AI package. Your username, password, and dashboard URL will be sent to your email upon purchase.

Understanding Your Active Tools

You can see your active tools by clicking the Manage Subscription button under the AI product, or by clicking Manage on your active package under the My Services tab. Add or remove tools from your subscription by checking or unchecking your desired toolset. The subscription cost will be updated automatically.

Dashboard Navigation

Log in to your dashboard at YKC.aibusinesstool.net to access your dashboard and tools. All tools will be displayed on this page. If you cannot access a tool, ensure it is added to your subscription. You can view quick tool navigation by clicking the Tools dropdown in the navigation menu. To open support tickets, go to the Support page in the navigation.

How the Voice Agent Works

The voice agent is a powerful AI tool for any business. The ideal way to use this tool is with our widget that automatically switches your phone number to the AI number when the business is closed. When your business is open, your live business phone number will display on your website. After hours, it will automatically switch to the AI number to handle inquiries and more.

The agent can perform different goals such as collecting information, scheduling appointments, informing callers, or qualifying leads.

Setting Up Your Phone Agent

When you first open the tool, you will be prompted to choose a number. This number is permanent and cannot be changed. You can search for numbers by area code to make your selection.

You can customize various settings for your agent:

  1. Enter the business name or agent name.
  2. Set the welcome message that customers will hear when calling the number.
  3. Select the agent mode such as collector, scheduler, informer, or qualifier.
  4. Set the voice type of your choice.
  5. Click Scan to scan your website URL so the bot has relevant information about what to tell customers.
  6. Add custom information on top of the scanned information to ensure all knowledge is covered.
  7. Set a callback number.
  8. Customize email notification preferences for appointments, callback requests, and call notifications.
  9. Click Save and the agent will be created.

The 4 Agent Modes

Scheduler – The agent will always try to get the caller to schedule an appointment. The caller can tell the agent what time and day they prefer, and the appointment request will be sent to you via the email on file. The caller will also receive an email confirmation. You can view appointments under Recent Calls on the main agent page.

Collector – The agent will focus on collecting information from the caller such as name, phone number, email, and any other relevant details to your business. This information will be sent to you via email and can be viewed under Recent Calls.

Informer – The agent will focus on providing information to the caller based on your website content and any custom knowledge you have added. This mode is ideal for answering frequently asked questions and general inquiries.

Qualifier – The agent will ask targeted questions to determine if the caller is a qualified lead for your business. The qualification results will be sent to you via email and can be viewed under Recent Calls.

Viewing Call Logs & Transcripts

View call logs and an AI summary of each call on the main tool page under Recent Calls. The system will display the full call transcript, an AI summary of the call, the caller

Creating Call Widget Snippet

To create a call widget that switches the live phone number displayed on your website, follow the steps below.

  1. Click Create Widget.
  2. Enter the widget name.
  3. Enter the number you want visitors to see when the business is open.
  4. Select a preferred color theme.
  5. Select your business hours and time zone.
  6. Click Create Widget at the bottom of the popup.
  7. After the widget is created, click Copy Code to get the embeddable HTML that you can paste on any website to display the phone number switcher.

How the Document Manager Works

AI Contract & Document Manager helps you organize, track, and get insights from your contracts and documents. Upload any contract or document and the AI will automatically categorize it, extract key dates and values, create summaries, and alert you before important deadlines. You can also chat with the AI to ask questions about your documents.


Dashboard

The main dashboard displays an overview of your document management activity. You can see total files uploaded, number of active contracts being tracked, contracts expiring soon, and total contract value. The AI Insights panel shows urgent alerts and high priority items. Click View All Insights to see all AI-generated insights and recommendations. Click Upload Document to add a new contract or document.

Uploading Documents

To upload a new document:

  1. Click Upload Document on the dashboard.
  2. Select a file from your computer.
  3. The AI will analyze the document in seconds and automatically extract key information including parties involved, start and end dates, contract value, payment frequency, and auto-renewal status.
  4. The document will be automatically categorized and made searchable.

Supported Document Types

You can upload contracts with full tracking including vendor agreements, service contracts, leases and rentals, software subscriptions, employee contracts, and NDAs with duration. The tool tracks expiration dates, values, and auto-renewal status for these documents. You can also upload documents for smart organization including business licenses, insurance certificates, permits and credentials, invoices and receipts, tax documents, and policies and procedures. These documents are auto-categorized with searchable content and expiration alerts.

Categories

Documents are organized into categories for easy browsing. Default categories include Certificates & Credentials, Employee Contracts, Insurance, Leases & Rentals, Legal Documents, Software & Subscriptions, Vendor Contracts, Invoices & Receipts, and Licenses & Permits. Click any category in the sidebar to filter documents. Click + Add Category to create a custom category.

Filtering Documents

Use the quick filters at the top of the document list to view documents by status. Click All Documents to see everything. Click Expiring Soon to see contracts approaching their expiration date. Click Active to see currently active contracts. Click Expired to see contracts that have passed their expiration date.

Document Details

Each document card displays the category, document type, status, AI-generated summary, expiration date, contract value, and parties involved. Click Download to save a copy of the document. Click Delete to permanently remove the document from your account.

AI Insights

The AI analyzes your documents and generates actionable insights. Click View All Insights on the dashboard to see all insights. Insights are prioritized by urgency including high priority items like expired contracts and medium priority items like high-value contracts worth reviewing. Each insight includes a recommendation for what action to take. Click Dismiss to remove an insight after you have addressed it.

Email Notification Settings

To configure your email notifications:

  1. Click Email Settings on the dashboard.
  2. Enable Expiration Reminders to receive emails when contracts or licenses are expiring soon and select how many days before expiration you want to be notified.
  3. Enable Auto-Renewal Alerts to receive warning emails for contracts that auto-renew.
  4. Enable Weekly Summary to receive a digest of expiring contracts and insights and select which day of the week to receive it.
  5. Enable New Document Uploaded to receive confirmation emails when a document is processed.
  6. Click Save Settings to apply your changes.

AI Chat Assistant

Click the chat bubble in the lower right corner to talk to the AI about your documents. You can ask questions like "What's my total monthly spend?" or "Which contracts expire this month?" or "Find my insurance certificate." The AI will search your documents and provide answers based on the information extracted from your uploads.

How the Website Spy Works

AI Website Spy is a real-time competitor intelligence tool that tracks your competitors' websites and alerts you to changes. The tool scans competitor websites to capture all products and services with prices, analyzes their strategy and positioning, and monitors them automatically to alert you when changes occur.

Dashboard

The main dashboard displays an overview of your competitor tracking activity. You can see the number of competitors you are tracking out of the maximum allowed, total products tracked, unread alerts, and changes detected this week. Click + Track Competitor to add a new competitor to your tracking list.

Tracking a New Competitor

To track a new competitor, click + Track Competitor on the dashboard. Enter the competitor's website URL and name. Select the industry to help the AI provide better competitive insights. Choose how often the tool should scan the competitor's website, either Daily for fast-moving competitors or Weekly for stable businesses. Enter the email address where you want to receive alerts. Click Start Tracking to begin monitoring. The initial scan takes approximately 30 to 60 seconds, and a full intelligence report will be available immediately after the scan completes.

Competitor Intelligence Report

Click View Intel on any tracked competitor to see their full intelligence report. The report includes active alerts showing recent changes such as price increases, price decreases, new products, and removed products. You can view their market position, pricing strategy, strengths, and potential vulnerabilities. The report also displays key offerings with price ranges and averages, recent price changes, and a complete product list with current prices and status.

Alerts

The tool sends instant alerts when changes are detected on competitor websites. You will receive alerts for price changes showing the before and after prices with percentage difference, new products or services launched with their pricing, products or services that have been removed or discontinued, and major strategy shifts such as adding multiple new offerings. Alerts are marked as critical when significant changes occur such as product removals or major price changes.

Managing Competitors

Each tracked competitor displays on the dashboard with their status, number of products tracked, website URL, industry, and recent changes. Click View Intel to see the full intelligence report. Click the Pause button to temporarily stop tracking a competitor. Click the Delete button to permanently remove a competitor from your tracking list. You can track up to 3 competitors at a time.

Scan History

The intelligence report includes a scan history section showing all previous scans. Each scan entry displays the scan type, date, number of products found, number of changes detected, and scan duration.

How the AI Chatbot Works

AI Live Chat Bot allows you to create intelligent chatbots, train them on your website content, and embed them anywhere. The chatbot can answer visitor questions based on information scraped from your website, capture leads, and provide 24/7 customer support.

Dashboard

The main dashboard displays all your created chatbots. Each chatbot card shows the name, creation date, AI model being used, and status. Click Create New Chatbot to add a new chatbot. Click View Chats & Leads to see conversation history and captured leads. Click Delete to permanently remove a chatbot.

Creating a New Chatbot

To create a new chatbot:

  1. Click Create New Chatbot on the dashboard.
  2. Enter a name for your chatbot.
  3. Select the position where the chat widget will appear on your website, either Bottom Right or Bottom Left.
  4. Enter a welcome message that visitors will see when they open the chat.
  5. Select a primary color to match your brand.
  6. Choose an AI model: GPT-3.5 Turbo for fast and affordable responses, GPT-4 for the most accurate responses, or GPT-4 Turbo for a balanced option.
  7. Adjust the temperature slider to control the AI

Chatbot Settings

To modify an existing chatbot's settings:

  1. Find the chatbot on the dashboard.
  2. Update the welcome message, primary color, position, AI model, or temperature as needed.
  3. Customize the button image and floating text in the Button Customization section.
  4. Update the system prompt to change how the bot responds.
  5. Click Save Settings to apply your changes.

Training Your Chatbot

To train your chatbot on your website content:

  1. Scroll to the Train Chatbot section.
  2. Enter the website URLs you want the bot to learn from, one per line. You can add up to 50 URLs.
  3. Click Scrape & Train Now to start the training process.
  4. The bot will scrape the pages and learn from their content to provide accurate answers to visitors.

Embedding the Chatbot

To add the chatbot to your website:

  1. Scroll to the Embed Code section.
  2. Click Copy to clipboard to copy the embed code.
  3. Paste the code into your website

Viewing Conversations & Leads

To view chat history and captured leads:

  1. Click View Chats & Leads on the chatbot card.
  2. The conversations page displays total conversations, leads captured, and conversations from this week.
  3. Use the filters to view All Chats, Leads Only, or Recent (7 days).
  4. Use the search bar to find specific conversations.
  5. Each conversation shows the date and time, number of messages, contact information if provided, and a preview of the last message.
  6. Click View Full Chat to read the entire conversation.

How the FAQ Assistant Works

AI Knowledgebase Search allows you to create an intelligent search widget that instantly answers customer questions from your approved knowledgebase. Embed the widget on your website to provide visitors with quick answers to frequently asked questions without needing live support.

Dashboard

The main dashboard displays all your created FAQ widgets. Each widget card shows the name and creation date. Click Create a New FAQ Widget to add a new widget. Click Edit Settings to modify an existing widget. Click Delete to permanently remove a widget.

Creating a FAQ Widget

To create a new FAQ widget:

  1. Click Create a New FAQ Widget on the dashboard.
  2. Enter a name for your widget.
  3. Select a primary color to match your brand.
  4. Enter a welcome message that visitors will see when they use the widget.
  5. Optionally upload a header avatar or logo for the widget header.
  6. Click Create Widget to finish.

Editing Widget Settings

To modify an existing widget:

  1. Click Edit Settings on the widget card.
  2. Update the widget name, primary color, or welcome message as needed.
  3. Upload a new header avatar or click Remove to delete the current one.
  4. Click Save Changes to apply your updates.

AI-Powered FAQ Generation

To automatically generate FAQs from your website:

  1. Scroll to the AI-Powered Start section.
  2. Paste a URL from your website into the field.
  3. Click Generate to let the AI create a list of suggested FAQs based on the page content.
  4. Note that this will replace all current FAQs in the widget.

Managing FAQs

The Manage FAQs section displays all questions and answers in your knowledgebase. Each FAQ shows the question and answer. Click the × button to delete an FAQ. To add a new FAQ manually, scroll to the bottom of the FAQ list, enter the question and answer in the fields provided, and click Add FAQ.

Actionable Suggestions

When a user asks a question not in your knowledgebase, the AI generates a suggested answer. These appear in the Actionable Suggestions section. Review the suggested question and answer, edit the answer if needed, then click Approve & Add to add it to your knowledgebase or click Reject to dismiss the suggestion.

Insights: Top Unanswered Questions

The Insights section displays questions that visitors asked but were not found in your knowledgebase. Each entry shows the question, how many times it was asked, and the date it was last asked. Use this information to identify gaps in your knowledgebase and add new FAQs to address common questions.

Proactive Triggers

The Proactive Triggers section allows you to set up automated prompts that appear to visitors based on certain conditions. Create triggers to proactively engage visitors and guide them to relevant information.

Embedding the Widget

To add the FAQ widget to your website:

  1. Scroll to the Embed Code section.
  2. Click Copy to copy the embed code.
  3. Paste the code into your website

How the Lead Capture Forms Work

AI Lead Capture Forms allows you to create professional lead capture forms with AI-powered qualification. Use the AI form generator to quickly build customized forms or manually configure every field. Embed forms on your website to capture leads and receive submissions directly.

Dashboard

The main dashboard displays all your created lead capture forms. Each form card shows the name and options to manage it. Click Save All Changes to save any modifications. Click Delete to permanently remove a form.

AI Form Generator

To create a form using AI:

  1. Choose a form type from the available templates: Contact Form, Get a Quote, Consultation, Support, Newsletter, or Custom.
  2. Enter a description of your business in the text field, such as "web design agency" or "dog grooming."
  3. Click Generate Form or press Enter.
  4. The AI will create a complete form with relevant fields based on your business type.
  5. Review and customize the generated form as needed.

Form Settings

To configure your form settings:

  1. Enter a form name to identify it in your dashboard.
  2. Select a display style: Embedded Form to place directly on a page, Popup Modal to display as a popup, or Floating Bubble to show as a clickable bubble.
  3. Select a primary color to match your brand.
  4. Enter the submit button text that visitors will see.
  5. Optionally enter a form heading to display at the top of the form.
  6. Enter your business name, which is used in confirmation emails to customers.
  7. Enter your business email, which is shown as the sender in confirmation emails.
  8. Enter a success message that visitors will see after submitting the form.
  9. Click Save All Changes to apply your settings.

Managing Form Fields

The Form Fields section displays all fields in your form. Each field includes a question or label, field type, optional placeholder text, and a required toggle. To edit a field, update the question or label, select the field type from Text, Email, Phone Number, Text Area, or Dropdown, enter optional placeholder text, and toggle Required on or off. Click the × button to delete a field.

Adding New Fields

To add a new field to your form:

  1. Scroll to the Add New Field section at the bottom of the form fields.
  2. Select the field type: Text, Email, Phone Number, Text Area, or Dropdown.
  3. Click + Add Field.
  4. Configure the new field with a question, placeholder, and required setting.
  5. Click Save All Changes to save your form.

Embedding the Form

To add the lead capture form to your website:

  1. Scroll to the Embed Code section.
  2. Click Copy to Clipboard to copy the embed code.
  3. Paste the code into your website's HTML where you want the form to appear.
  4. The form will now be live on your website based on the display style you selected.

Viewing Captured Leads

Leads appear at the bottom of the form page when someone fills out the form. Each lead submission displays the information the visitor provided. Review leads regularly to follow up with potential customers.

How the Appointment Scheduler Works

AI Appointment Scheduler allows you to create smart forms that qualify users with AI-powered questions before letting them book appointments. Visitors answer qualification questions, then select a time slot from a simple clickable calendar based on your availability.

Dashboard

The main dashboard displays all your created schedulers. Each scheduler card shows the name and options to manage it. Click Create New Scheduler to add a new scheduler. Click View Booked Appointments to see all scheduled appointments. Click Save All Changes to save any modifications. Click Delete to permanently remove a scheduler.

Creating a New Scheduler

To create a new scheduler:

  1. Click Create New Scheduler on the dashboard.
  2. Enter a name for your scheduler.
  3. Enter a welcome message that visitors will see when they start the booking process.
  4. Click Create Scheduler to finish.

Widget Appearance

To customize the appearance of your scheduler widget:

  1. Select a primary color to match your brand.
  2. Optionally upload your logo to replace the default icon in the chat header. Supported formats include PNG, JPG, and GIF.
  3. Click Save All Changes to apply your settings.

Meeting Types

Meeting types define the kinds of appointments visitors can book. Each scheduler can have multiple meeting types. To add a new meeting type, scroll to the Meeting Types section, enter the meeting type name in the field, and click Add Type. Click Delete next to any meeting type to remove it.

AI Qualification Questions

Qualification questions help you gather information from visitors before they book an appointment. The AI uses these questions to qualify leads. To add a new question, scroll to the AI Qualification Questions section, enter your question in the field, and click Add Question. Click Delete next to any question to remove it. Questions are asked in the order they appear.

Embedding the Scheduler

To add the appointment scheduler to your website:

  1. Scroll to the Embed Code section.
  2. Click Copy to copy the embed code.
  3. Paste the code into your website

Viewing Booked Appointments

To view your scheduled appointments:

  1. Click View Booked Appointments on the dashboard.
  2. Select a scheduler from the dropdown menu to view its appointments.
  3. Use the Calendar View to see appointments displayed on a monthly calendar. Navigate between months to view past or future appointments.
  4. Use the Appointment List View to see all appointments in a table format showing date and time, who booked the appointment, phone number, and meeting type.
  5. Use the Actions column to manage individual appointments.

How the Product Recommender Works

AI Product Recommender is an e-commerce widget that recommends products through conversation. The widget connects to your online store and helps visitors find the perfect products by asking questions like who the gift is for, what their budget is, or what they are looking for. Visitors can say they are shopping for themselves, a dad, sister, friend, or anyone else, and the AI will suggest relevant products from your catalog.

Dashboard

The main dashboard displays your store connections and created product recommenders. The Connect Your Store section shows the status of your Shopify and WooCommerce connections. Below that, you can see all your product recommender widgets with options to customize or delete them.

Connecting Shopify

To connect your Shopify store:

  1. Click Connect Shopify on the dashboard.
  2. Enter your store URL in the format mystore.myshopify.com.
  3. Enter your API Key.
  4. Enter your Admin API Access Token (this serves as your API Password).
  5. Click Connect to complete the connection.

To get your Shopify API credentials:



  1. Log in to your Shopify admin panel.
  2. Go to Settings in the bottom left corner.
  3. Click Apps and sales channels.
  4. Click Develop apps in the top right corner.
  5. If prompted, click Allow custom app development and confirm.
  6. Click Create an app and enter a name for your app.
  7. Click Configure Admin API scopes and select the permissions needed, including read_products at minimum.
  8. Click Save then go to the API credentials tab.
  9. Click Install app and confirm the installation.
  10. In the Admin API access token section, click Reveal token once to view your access token. Copy this immediately as it will only be shown once.
  11. Your API Key is also displayed on this page.

Connecting WooCommerce

To connect your WooCommerce store:

  1. Click Connect WooCommerce on the dashboard.
  2. Enter your store URL.
  3. Enter your Consumer Key.
  4. Enter your Consumer Secret.
  5. Click Connect to complete the connection.

To get your WooCommerce API credentials:



  1. Log in to your WordPress admin dashboard.
  2. Go to WooCommerce in the left sidebar.
  3. Click Settings.
  4. Click the Advanced tab.
  5. Click the REST API sub-tab.
  6. Click Add key or Create an API key.
  7. Enter a description for the key such as "Product Recommender."
  8. Select the user you want to associate with this key.
  9. Set the permissions to Read or Read/Write.
  10. Click Generate API Key.
  11. Copy the Consumer Key and Consumer Secret that are displayed. Save these immediately as the Consumer Secret will not be shown again.

Creating a Product Recommender

To create a new product recommender widget:

  1. Enter a widget name to identify it in your dashboard.
  2. Select a primary color to match your brand.
  3. Enter a welcome message that visitors will see when they open the widget.
  4. Select the widget position: Bottom Right or Bottom Left.
  5. Optionally upload a button image to replace the default shopping bag emoji.
  6. Toggle Show text bubble next to button if you want promotional text displayed beside the chat button.
  7. Optionally enter a system prompt to customize how the AI recommends products.
  8. Click Create Widget to finish.

Customizing a Product Recommender

To modify an existing product recommender:

  1. Click Customize on the widget card.
  2. Update the widget name, primary color, or welcome message as needed.
  3. Upload a new button image or remove the existing one.
  4. Toggle the text bubble on or off and enter bubble text if enabled.
  5. Click Save Changes to apply your updates or Cancel to discard changes.

Deleting a Product Recommender

To delete a product recommender, click Delete on the widget card. This will permanently remove the widget and it will no longer appear on your website.

Embedding the Widget

To add the product recommender to your website:

  1. Scroll to the Embed Code section on the widget card.
  2. Click Copy to copy the embed code.
  3. Paste the code into your website

How It Works for Visitors

When visitors click the chat widget on your website, the AI engages them in a conversation to understand what they are looking for. The AI asks questions such as who they are shopping for, what occasion it is for, what their budget is, or what type of product they need. Based on their answers, the AI recommends products from your connected store

How Business Intelligence Works

Business Intelligence provides real-time insights, anomaly detection, and smart recommendations for your business. Connect your payment processing, e-commerce, and analytics tools to get a unified dashboard that tracks revenue, orders, and website traffic. The AI monitors your data for anomalies and provides actionable recommendations to help grow your business.

Dashboard

The main dashboard displays key metrics at the top including today

Overview Tab

The Overview tab displays 30-day trends for your connected integrations. View charts showing Stripe revenue over time, Shopify orders, and Google Analytics traffic. These visualizations help you identify patterns and track business performance.

Integrations Tab

The Integrations tab allows you to connect your business tools. You can connect Stripe for payment processing, Shopify for e-commerce data, and Google Analytics for website traffic. Each integration shows its connection status on the dashboard.

Connecting Stripe

To connect your Stripe account:

  1. Click Connect with Stripe for the recommended OAuth connection, or click Enter API key manually to use an API key.
  2. If using an API key, click Open Stripe Dashboard to get key to open Stripe in a new tab.
  3. In your Stripe Dashboard, click Reveal test key or use your live key.
  4. Copy the secret key that starts with sk_.
  5. Paste the key into the Stripe Secret Key field.
  6. Click Connect to complete the connection.

Connecting Shopify

To connect your Shopify store:

  1. Click Connect Shopify on the Integrations tab.
  2. In your Shopify Admin, go to Settings then Apps.
  3. Click Develop apps then Create an app.
  4. Grant Read orders permission to the app.
  5. Copy your Admin API Access Token.
  6. Enter your shop URL in the Shop URL field.
  7. Paste your access token in the Admin API Access Token field.
  8. Click Connect to complete the connection.

Connecting Google Analytics

To connect Google Analytics:

  1. Click Connect with Google on the Integrations tab.
  2. Sign in with your Google account when prompted.
  3. Grant the necessary permissions to access your analytics data.
  4. Select the property you want to track.
  5. The connection will be established automatically.

Anomalies Tab

The Anomalies tab displays any unusual patterns or issues detected in your business data. The AI monitors your metrics and alerts you when something looks out of the ordinary, such as unexpected drops in revenue, unusual spikes in traffic, or significant changes in order volume. When no issues are detected, you will see a message confirming your metrics look healthy.

AI Insights Tab

The AI Insights tab provides AI-powered recommendations based on your connected data. The AI analyzes your revenue, orders, and traffic patterns to identify opportunities and suggest actions to improve your business performance. Connect your integrations to start receiving personalized insights and recommendations.

How Email Responder Works

Email Auto-Responder is an AI-powered inbox management tool for your business. Connect your email accounts and let the AI monitor incoming messages, categorize and prioritize emails, generate contextual replies, and send responses automatically or with your approval. Save time by automating routine email responses while maintaining a personal touch.

Dashboard

The main dashboard displays key metrics at the top including total email accounts connected, average response time, emails needing response, and response rate over the last 7 days. Use the tabs to navigate between sections: Recent Emails to view incoming messages and AI responses, Email Accounts to manage connected accounts, Templates to create response templates, and Analytics to view performance data. Click Settings to configure auto-response behavior.

The Email Responder Flow

The Email Auto-Responder follows a simple workflow. First, you connect your business email via IMAP and SMTP. The AI then monitors your inbox and checks for new emails every 5 minutes. When new emails arrive, the AI analyzes and categorizes them by type such as General, Support, or Sales. The AI generates a contextual reply based on the email content and your business information. Depending on your settings, you can review and approve responses before sending or allow the AI to send automatically. All responses are tracked and logged for your records.

Adding an Email Account

To add a new email account:

  1. Click + Add Email Account on the dashboard.
  2. Enter your email address.
  3. Enter your IMAP host and port for receiving emails.
  4. Enter your IMAP username and password. For Gmail, use an App Password instead of your regular password.
  5. Enter your SMTP host and port for sending replies.
  6. Enter your SMTP username and password.
  7. Click Add Account & Test Connection to verify the settings and complete the setup.

Quick setup references for common email providers:



  • Gmail: Enable IMAP in your Gmail settings and create an App Password at myaccount.google.com/apppasswords. Use imap.gmail.com:993 for IMAP and smtp.gmail.com:587 for SMTP.
  • Outlook: Use imap-mail.outlook.com:993 for IMAP and smtp-mail.outlook.com:587 for SMTP.
  • Yahoo: Use imap.mail.yahoo.com:993 for IMAP and smtp.mail.yahoo.com:587 for SMTP.

Managing Email Accounts

Managing Email Accounts

The Email Accounts tab displays all connected accounts with their IMAP server details and status. Each account shows when it was last checked for new emails. Click Test Connection to verify the account is working properly. Click Remove to disconnect an email account.

Recent Emails

The Recent Emails tab displays incoming messages and AI-generated responses. Each email shows the sender, subject line, time received, destination email, category, and response status. Emails marked with a checkmark indicate a response has been sent. Click View Full Email to see the complete message and the AI response that was sent.

Manually Generating and Sending Responses

To manually generate and send a response from the dashboard:


  1. Go to the Recent Emails tab.
  2. Find the email you want to respond to.
  3. Click Generate Response to have the AI create a reply based on the email content.
  4. Review the generated response and edit it if needed.
  5. Click Send to send the response directly from the dashboard.

This is useful when you want to review responses before sending or when auto-response is disabled.

Recent Emails

The Recent Emails tab displays incoming messages and AI-generated responses. Each email shows the sender, subject line, time received, destination email, category, and response status. Emails marked with a checkmark indicate a response has been sent. Click View Full Email to see the complete message and the AI response that was sent.

Creating Templates

Templates help the AI generate consistent responses for common email types. To create a template:

  1. Go to the Templates tab.
  2. Click + Create Template or + Create Your First Template.
  3. Enter a template name.
  4. Select a category: General, Support, Sales, or Out of Office.
  5. Optionally enter a subject template.
  6. Enter the body template with your preferred response format.
  7. Toggle Set as default template for this category if you want this template used automatically for emails in this category.
  8. Click Create Template to save.

Analytics

The Analytics tab provides insights into your email performance. View total emails processed, response rate percentage, and average response time. The email volume chart shows activity over the last 7 days. The category breakdown shows how emails are distributed across different types.

Settings

Click Settings on the dashboard to configure auto-response behavior.

Auto-Response Behavior

  • Toggle Enable Auto-Response to allow the AI to automatically generate responses for incoming emails.
  • Toggle Require Approval Before Sending to receive an email notification with the generated response for your approval before it is sent. This is recommended when starting out.
  • Toggle Respond Only During Business Hours to limit responses to your specified hours. Set your business hours start time, end time, and timezone.

Response Style



  • Select a Response Tone: Professional, Friendly, Casual, or Formal.
  • Enter Custom Instructions to guide the AI, such as "Always mention our 30-day return policy" or "Direct technical questions to support@company.com."
  • Enter a Business Description to give the AI context about your business, products, or services so it can answer questions accurately.
  • Enter an Email Signature to be added to the end of all responses.

Smart Filtering



  • Toggle Ignore Spam & Automated Emails to skip obvious spam or automated messages.
  • Toggle Ignore Newsletters & Marketing Emails to skip automated newsletters and bulk marketing emails.

Notifications



  • Enter a Notification Email where you want to receive alerts about new emails and generated responses.
  • Toggle New Email Notifications to get notified when new emails are received.

Click Save Settings to apply your changes.

How the AI CRM Works

AI CRM is a complete customer relationship management system with AI-powered insights and assistance. Manage your contacts, companies, deals, and tasks in one place. Track your sales pipeline, generate reports, and get AI-driven recommendations to close more deals and improve customer relationships.

Dashboard

The main dashboard displays key metrics including total contacts, companies, active deals, pipeline value, revenue won, and tasks due today. Click on any metric card to navigate to that section. View recent deals, recent contacts, and upcoming tasks at a glance. Use the sidebar to navigate between different sections of the CRM.

Contacts

The Contacts section allows you to manage all your leads and customers. View contact counts by status including new leads, qualified leads, and customers. Use the status filter to view contacts by their current stage: All Statuses, New, Contacted, Qualified, Opportunity, Customer, or Lost. Use the search bar to find specific contacts.

To add a new contact:

  1. Click + Add Contact.
  2. Enter the first name (required).
  3. Optionally enter last name, phone, company, and job title.
  4. Enter the email address (required).
  5. Select a lead status: New, Contacted, Qualified, Opportunity, Customer, or Lost.
  6. Optionally enter the lead source and notes.
  7. Click Save Contact to add the contact to your CRM.

Each contact row displays the name, email, phone, company, status, and date added. Click the Edit icon to modify a contact. Click the Delete icon to remove a contact

Companies

The Companies section allows you to track organizations you work with. View all companies in your CRM and their details.

To add a new company:

  1. Click + Add Company or Add Your First Company.
  2. Enter the company name (required).
  3. Optionally enter the website, domain, industry, phone, and description.
  4. Click Save Company to add the company to your CRM.

Deals

The Deals section allows you to manage your sales opportunities. View metrics for active deals, deals won, and deals lost with their total values. Use the filters to view deals by stage: All, Lead, Qualified, Proposal, Negotiation, Won, or Lost.

To create a new deal:

  1. Click + New Deal.
  2. Select a contact from the dropdown. If you do not see the contact, add one first.
  3. Enter the deal title (required).
  4. Enter the deal amount (required).
  5. Select a stage: Lead, Qualified, Proposal, or Negotiation.
  6. Optionally enter the probability percentage and expected close date.
  7. Optionally enter a description.
  8. Click Save Deal to create the deal.

Each deal row displays the deal name, contact, amount, stage, expected close date, and creation date. Click the Edit icon to modify a deal. Click the Delete icon to remove a deal

Tasks

Tasks

The Tasks section allows you to manage your to-dos and follow-ups. View counts for pending tasks, overdue tasks, and completed tasks. Use the filters to view tasks by status: Pending, Completed, or All. Filter by priority: High, Medium, or Low.

To create a new task:

  1. Click + New Task or Create Your First Task.
  2. Enter the task title (required).
  3. Optionally enter a description.
  4. Select a task type: To-Do, Call, Email, Meeting, or Follow-up.
  5. Select a priority: Low, Medium, or High.
  6. Optionally set a due date.
  7. Click Save Task to create the task.

Pipeline

The Pipeline section provides a visual overview of your deals by stage. View deal counts and total values for each stage: Lead, Qualified, Proposal, Negotiation, Won, and Lost. Each column displays the deals in that stage with the contact name, deal amount, and expected close date. Use this view to quickly see where your deals stand and identify bottlenecks in your sales process.

Reports

The Reports section provides performance insights for your CRM. Use the date range filter to adjust the reporting period. View key metrics including new contacts, new deals, revenue won, win rate, and pipeline value. The Deals by Stage breakdown shows how many deals and their total value at each stage. The Activity Summary shows counts of different activity types. The Top Contacts by Deal Value table ranks contacts by their total deal value.

Email Templates

The Email Templates section allows you to create reusable email templates for common communications.

To create an email template:

  1. Click Create Email Template.
  2. Enter a template name (required).
  3. Select a template type: Follow Up, Introduction, Proposal, Thank You, or Custom.
  4. Enter the email subject (required).
  5. Enter the email body. Use variables like {first_name}, {company}, and {email} which will be replaced when sending.
  6. Click Save Template to save the template.

AI Insights

The AI Insights section provides AI-powered recommendations and predictions for your CRM. View counts for deal risks, opportunities, follow-ups needed, engagement drops, and upsell opportunities. The AI analyzes your CRM data and generates insights including deal risk alerts when deals show signs of trouble, upsell opportunities for customers ready for upgrades, follow-up reminders so you never miss a touchpoint, and engagement trend alerts when customer activity is dropping. Click Generate Insights Now to have the AI analyze your current data and provide recommendations.

AI Assistant

Click the chat bubble in the lower right corner or click AI Assistant in the sidebar to open the AI chat. Ask questions about your CRM data such as "How many deals do I have in the pipeline?" or "Which contacts haven

How the Review Responder Works

AI Review Responder helps you manage and respond to Google reviews across all your business locations. The system automatically syncs reviews from Google, generates AI-powered responses based on your preferred style and persona, and notifies you when new reviews arrive. Use the Chrome extension for one-click posting or copy and paste responses directly to Google.

The Review Auto-Responder follows a simple workflow. Reviews sync from Google every 30 minutes automatically. When you click Generate Response, the AI creates a personalized response based on your settings and selected persona. Copy and paste the response on Google or use the Chrome extension for one-click posting. The status updates on the next sync when Google detects your reply. If you respond directly on Google, it will show as "Responded" after the next sync.

Dashboard

The main dashboard displays key metrics including total locations, average rating over the last 30 days, reviews needing response, and your response rate. Use the tabs to navigate between Reviews to view and respond to reviews, Locations to manage your business locations, AI Personas to customize response styles, and Analytics to view performance data. Click Settings to configure auto-response behavior and notifications.

Adding a Business Location

To add a business location:

  1. Click + Add Location on the dashboard.
  2. Search for your business on Google by entering your business name.
  3. Review the search results showing business names and ratings.
  4. Click Add next to your business to add it to your account.
  5. The system will begin syncing reviews from this location.

Managing Locations

The Locations tab displays all your connected business locations. Each location shows the business name, status, rating, and total review count. Click Sync to manually refresh reviews from Google. Click Delete to remove a location from your account.

Viewing and Responding to Reviews

The Reviews tab displays all reviews across your locations. Each review shows the reviewer name, star rating, date, location, response status, and review content. Reviews marked as "Awaiting Response" need attention.

To respond to a review:

  1. Find the review you want to respond to.
  2. Click Generate Response to have the AI create a personalized reply based on your settings and selected persona.
  3. Review the generated response and edit if needed.
  4. Click View on Google to open the review on Google.
  5. Copy and paste the response, or use the Chrome extension for one-click posting.

Chrome Extension

The Chrome extension allows you to post AI-generated responses with one click directly from Google.

To install the Chrome extension:

  1. Download the extension file and extract the folder to a safe place on your computer.
  2. Open Chrome and paste chrome://extensions into the address bar.
  3. Enable Developer Mode by toggling the switch in the top-right corner.
  4. Click Load Unpacked in the top-left and select the folder you extracted in step one.
  5. The extension is now installed and ready to use.

AI Personas

AI Personas allow you to choose a personality for your AI-generated responses. Personas tell the AI how to write, not what to write. The AI adapts its personality to each unique review while maintaining your chosen style.

Available personas include:

The Friendly Owner for warm and approachable responses

The Professional for polished corporate-style replies

The Enthusiastic for energetic and excited responses

The Empathetic Listener for emotional connection

The Witty and Warm for light humor

Short and Sweet for brief responses

The Personal Touch for referencing specific details

The Problem Solver for action-focused replies

The Grateful Host for expressing genuine gratitude

The Community Member for local establishment emphasis.

Industry-specific personas include Restaurant Owner, Healthcare Professional, Home Services Pro, and Retail Manager.

Click Preview on any persona to see example responses. Click Create Custom Persona to create your own persona with custom instructions.

Settings

Click Settings on the dashboard to configure auto-response behavior.

AI Response Generation

  • Toggle Enable Automatic Response Generation to have the AI automatically generate responses for new reviews and email them to you.
  • Toggle Review Responses Before Sending to receive an email asking you to approve responses before posting. This is recommended for quality control.
  • Set the Auto-Generate Threshold to only generate responses for reviews at or above a certain rating: all reviews, 2+ stars, 3+ stars, or 4+ stars only.

Response Style



  • Select a Response Tone: Professional, Friendly, Casual, or Formal.
  • Enter Custom Instructions to add specific guidelines for the AI to follow when generating responses.
  • Enter a Business Signature to add to the end of all responses.

Notification Settings



  • Enter a Notification Email where you want to receive review notifications.
  • Toggle New Review Notifications to get notified when new reviews are received.
  • Toggle Response Generated Notifications to get notified when the AI generates a response.

Analytics

The Analytics tab provides insights into your review performance. View metrics such as total reviews, average rating, response rate, and rating distribution over time. Use this data to track your reputation and identify trends.

How the SEO Rank Tracker Works

AI Competitor Monitor allows you to track your competitors' keyword rankings and get AI-powered SEO insights to dominate search results. Monitor how you and your competitors rank for important keywords, view detailed ranking data, and receive actionable recommendations to improve your search visibility.

Dashboard

The main dashboard displays key metrics including competitors tracked, keywords monitored, and new insights available. Your website URL is shown at the top with an option to edit it. The Current Rankings section shows where your website ranks for each tracked keyword. Use the Quick Actions buttons to add competitors or keywords. Navigate between the Competitors tab to manage tracked competitors and the Keywords & Rankings tab to view keyword performance.

Setting Your Website

To set or edit your website:

  1. Click Edit Website next to your website URL on the dashboard.
  2. Enter your website name.
  3. Enter your website URL.
  4. Click Save Website to save your changes.

Your website will be highlighted in ranking results so you can easily see where you stand compared to competitors.

Adding Competitors

To add a competitor to track:

  1. Click + Add Competitor or + Add New in the Competitors section.
  2. Enter the competitor's name.
  3. Enter the competitor's website URL.
  4. Click Add Competitor to start tracking.

You can track up to 5 competitors. Each competitor card displays the name and website URL. Click Delete to remove a competitor from tracking.

Adding Keywords

To add a keyword to track:

  1. Click + Add Keyword or + Add New in the Keywords section.
  2. Enter the keyword you want to track.
  3. Select the target location: United States, United Kingdom, Canada, Australia, Germany, or France.
  4. Click Add Keyword to start tracking.

You can track up to 3 keywords. Each keyword displays the target location and date added.

Viewing Rankings

To view rankings for a keyword:

  1. Go to the Keywords & Rankings tab.
  2. Find the keyword you want to analyze.
  3. Click Check Rankings to refresh the ranking data.
  4. View the ranking results showing the top search results for that keyword.

The rankings display shows each result's position, title, website, and a snippet of the content. Your website is highlighted if it appears in the results. If your website is not in the top 50, you will see a notification with a recommendation to check AI Insights for improvement suggestions.

AI Insights

To view AI-powered SEO recommendations:

  1. Find the keyword you want insights for.
  2. Click View AI Insights to see recommendations.

The AI analyzes your rankings and competitors to provide actionable insights. Insights are prioritized by impact level, with high-impact recommendations marked with a flame icon and medium-impact recommendations marked with a lightning bolt icon.

Example insights include creating comprehensive guide content, optimizing product pages for target keywords, securing high-quality backlinks, improving site loading speed, and leveraging user-generated content. Each insight provides specific steps you can take to improve your rankings for that keyword.

Managing Keywords

Each tracked keyword displays on the Keywords & Rankings tab with the target location and date added. Click Check Rankings to manually refresh ranking data for that keyword. Click Delete to remove a keyword from tracking. Click View AI Insights to see AI-powered recommendations for improving your rankings.

How Market Domination Works

AI Local Market Domination analyzes your competitors, finds their weaknesses, and generates AI-powered strategies to help you dominate your local market. The tool scans nearby competitors, evaluates their online presence, reviews, and services, then provides actionable recommendations to outperform them.

Dashboard

The main dashboard displays your existing analyses and allows you to start new ones. View how many analyses you have active out of the maximum allowed. Each analysis card shows the business name, category, location, search radius, and last update date. Analyses automatically refresh weekly and you receive email alerts when significant changes are detected.

Starting a New Market Analysis

To start a new market analysis:

  1. Enter your business name.
  2. Select your business category from the dropdown menu. Categories include restaurants, salons, medical practices, professional services, home services, automotive, retail, entertainment, education, and pet services.
  3. Enter your business address. Start typing and select from the dropdown suggestions.
  4. Select a search radius: 1 mile, 3 miles, 5 miles, 10 miles, or 20 miles.
  5. Select the maximum number of competitors to analyze: 10, 20, 30, or 50 competitors.
  6. Click Start AI Analysis. The analysis takes 2-3 minutes to complete.

You can monitor up to 2 businesses simultaneously with a rate limit of 2 new analyses per 2-day period.

Market Analysis Summary

After the analysis completes, view a summary showing the number of competitors found, average competitor rating, total weaknesses identified, and strategies generated. This overview helps you quickly understand the competitive landscape in your area.

AI-Generated Domination Strategy

The AI generates prioritized strategies based on competitor weaknesses. Each strategy is labeled by priority level: critical, high, or medium. Strategies include a description of the opportunity, detailed action steps to implement, and expected impact showing potential new customers and revenue gains.

Example strategies include implementing online booking systems, enhancing business descriptions and photos, offering pricing transparency, expanding service categories, and leveraging social media marketing.

Competitor Analysis

The competitor analysis section lists all discovered competitors ranked by relevance. Each competitor card displays the business name and address, star rating and review count, distance from your location, phone number, and website link if available.

Click on any competitor to view their weaknesses. Each weakness includes a score indicating severity, a description of the issue, and a recommendation for how you can exploit this gap. Common weaknesses include poor review response rates, no online booking, insufficient photos, weak business descriptions, no pricing information, limited categories, and negative review patterns.

Market Insights

The market insights section highlights patterns across all competitors. View the total weakness count across competitors, indicating how ripe the market is for disruption. Market gap analyses show what percentage of competitors struggle with reviews, listings, transparency, and other factors, revealing major opportunities to differentiate your business.

Automatic Monitoring

Your analysis automatically updates weekly. You will receive email notifications when new competitors appear in your area, competitor ratings or reviews change significantly, new opportunities are detected, or competitor hours or pricing changes. The next update date is displayed on your analysis.

Exporting Reports

To download a professional PDF report:

  1. Scroll to the Export Report section.
  2. Click Download PDF Report.
  3. The report includes all competitor data, strategies, and insights.

Use this report for team meetings and planning sessions.

Managing Analyses

View all your analyses in the Your Analyses section. Each card shows the business name, category, location, radius, and last update date. Click on an analysis to view full details. Delete an analysis to free up a slot for monitoring a different business. Click Add Another Business to start a new analysis if you have available slots.

Monitoring Limits

You can monitor up to 2 businesses simultaneously. Analyses refresh every 7 days automatically. You receive email alerts when significant changes are detected. There is a rate limit of 2 new analyses per 2-day period. Delete any analysis to free up a slot for a new business.

How Local Lead Finder Works

AI Local Leads Finder helps you define your ideal customer, find local businesses that need your services, and generate AI-written outreach emails. Search for businesses by category and location, filter by specific pain points like missing websites or poor reviews, and let the AI craft personalized emails to help you close more deals.

Dashboard

The main dashboard displays your daily search limit and recent searches. You can perform up to 15 searches per day. Recent searches show the business category, location, signal type used, and date. Click View Leads to see the results from a previous search.

Finding Leads

To find new leads, follow the three-step process:

Step 1: Choose Your Ideal Customer

Select the type of local business you want to sell to. Browse categories including Food & Dining, Home Services, Health & Wellness, Automotive, Beauty & Personal Care, Professional Services, Retail, Construction & Contractors, Entertainment & Leisure, and Other Services. Click on a category to see subcategories, then select the specific business type or type your own. Click Next to continue.

Step 2: Set the Location

Enter a city or specific address to search near. Start typing and select from the dropdown suggestions. This determines the geographic area where the tool will search for leads. Click Next to continue.

Step 3: Select the Opportunity Signal

Choose what pain point or signal to look for. This filters results to show businesses that need your specific services:


  • Poor Google Reviews: Finds businesses with a Google rating below 3.5 stars. Perfect for reputation management services.
  • No Website Listed: Finds businesses without a website on their Google Business Profile. Perfect for web designers.
  • Unclaimed Google Business Profile: Finds businesses that have not claimed their profile. Perfect for SEO and marketing agencies.
  • Missing Google Photos: Finds businesses with few or no photos on their Google Profile. Perfect for photographers or marketers.
  • Few Google Reviews: Finds established businesses with less than 15 reviews who need more social proof.

Click on a signal to start the search.

Viewing Lead Results

After searching, view the list of leads matching your criteria. Each lead card displays the business name and address, star rating and review count, phone number, website link if available, and AI Lead Score out of 100. Leads marked as Hot Lead have higher scores indicating stronger opportunities. The AI Lead Score helps you prioritize which businesses to contact first.

Generating AI Outreach Emails

To generate a personalized outreach email:

  1. Find a lead you want to contact.
  2. Click Generate AI Email on the lead card.
  3. The AI creates a customized email with a subject line and body text tailored to that specific business.
  4. Review the generated email which references details about the business and addresses their specific pain point.
  5. Click Copy Full Email to copy the email to your clipboard.
  6. If a direct email is not available, the tool suggests using the contact form on their website or texting their phone number.
  7. Click Open in Email Client to open the email in your default email application.

Searches

View your recent searches on the dashboard. Each search shows the business category, location, signal type used, and date performed. Click View Leads to return to the results from any previous search without using another daily search.

You can perform up to 15 searches per day. The counter resets daily. Your search count is displayed at the top of the page showing how many searches you have used out of your daily limit.

How Blog Generator Works

AI Blog Generator creates SEO-optimized blog posts with AI and publishes them directly to WordPress. Generate high-quality content based on your chosen topics, customize the tone and length, and set up recurring automation to keep your blog fresh without manual effort.

Dashboard

The main dashboard displays your WordPress connection status and daily blog generation limit. You can generate up to 5 blogs per day. View your published blogs at the bottom of the page showing the title, publication date, and status. The WordPress Integration section shows whether you are connected and which site is linked.

Connecting WordPress

To connect your WordPress site:

  1. Click Connect WordPress on the dashboard.
  2. Enter your WordPress site URL.
  3. Enter your WordPress username.
  4. Enter your Application Password (not your regular WordPress password).
  5. Click Connect to complete the connection.

To create an Application Password in WordPress:



  1. Log in to your WordPress admin dashboard.
  2. Go to Users in the left sidebar.
  3. Click on your username to edit your profile.
  4. Scroll down to the Application Passwords section.
  5. Enter a name for the application, such as "AI Blog Generator."
  6. Click Add New Application Password.
  7. Copy the generated password immediately as it will only be shown once.
  8. Use this password when connecting in the AI Blog Generator.

Once connected, you can disconnect at any time by clicking Disconnect in the WordPress Integration section. If you choose not to connect WordPress, blogs will be generated and you can download or copy the HTML to use elsewhere.

Generating a Blog Post

To generate a new blog post:

  1. Enter your blog topic or prompt in the text field.
  2. Optionally click Generate Prompt from Website to have the AI analyze your WordPress site and suggest relevant topics.
  3. Select a tone: Professional, Casual & Friendly, Formal, Conversational, or Humorous.
  4. Select a length: Short (500-800 words), Medium (1000-1500 words), or Long (2000-3000 words).
  5. Toggle Generate featured image if you want the AI to create an image for the post.
  6. Click Generate & Publish to WordPress to create the blog and publish it directly to your connected site.

If WordPress is not connected, the blog will be generated and you can download or copy the HTML.

AI-Suggested Topics

To get topic suggestions based on your website:

  1. Click Generate Prompt from Website below the topic field.
  2. The AI analyzes your WordPress site content.
  3. Review the suggested blog topics that appear. Topics are marked with icons indicating their relevance: flame icons for trending topics, star icons for recommended topics, and lightbulb icons for additional ideas.
  4. Click on any suggested topic to use it as your blog prompt.

Recurring Blog Automation

Set up automatic blog generation to publish new posts on a schedule without manual effort.

To set up recurring automation:

  1. Scroll to the Recurring Blog Automation section.
  2. Enter a base topic. The AI will generate unique variations on this topic automatically.
  3. Select a frequency: Once per week, Once every 2 weeks, or Once per month.
  4. Click Set Up Recurring Schedule to activate automation.

The AI will create and publish new blog posts about your chosen topic automatically based on your selected frequency.

Published Blogs

The Published Blogs section displays all blogs generated through the tool. Each entry shows the blog title, publication date, and status. Click on any blog to view it on your WordPress site.

Daily Limits

You can generate up to 5 blogs per day. The counter at the top of the page shows how many blogs you have remaining. The limit resets daily.

How Website Health Monitor Works

AI Website Health Monitor tracks your website's uptime, performance, SEO, and security. Receive daily health reports with AI-powered recommendations to keep your site running smoothly and ranking well in search engines.

Dashboard

The main dashboard displays key metrics including average uptime across all monitors, total open issues, and checks performed today. View all your monitors in a list showing the website name, URL, current status, uptime percentage, average response times, open issues count, and check frequency. Click + Add Monitor to start monitoring a new website.

Creating a New Monitor

To add a new website monitor:

  1. Click + Add Monitor on the dashboard.
  2. Enter the website URL (required).
  3. Enter a website name to identify it in your dashboard.
  4. Select a check frequency: Every 5 minutes, Every 15 minutes, Every 30 minutes, or Every hour.
  5. Toggle Send me daily health digest emails if you want to receive daily reports.
  6. Click Start Monitoring to begin tracking the website.

The tool monitors uptime and response time, broken links and images, SSL certificate expiration, page load speed, SEO issues such as meta tags and H1 headers, and provides daily AI-powered recommendations.

Monitor Dashboard

Click View Dashboard on any monitor to see detailed information. The dashboard displays the current status showing whether the website is online or offline with the last check time and response time. View the overall health score out of 100, 24-hour uptime percentage, average response times including Time to First Byte (TTFB) and HTML load time, open issues count, and SSL certificate status.

Click Check Now to manually refresh the website status and run all health checks immediately.

AI-Powered Recommendations

The AI analyzes your website and provides prioritized recommendations to improve performance, SEO, and security. Each recommendation includes a priority level marked as HIGH or MEDIUM, a category such as SEO, Performance, or Security, a title describing the issue, an explanation of why it matters, step-by-step instructions on what to do, and the expected impact of implementing the fix.

Example recommendations include implementing canonical tags, enabling compression, renewing SSL certificates, and optimizing Time to First Byte.

Performance Trends

The 7-Day Performance Trend section displays a table showing daily uptime percentage and average response time for the past week. Use this data to identify patterns and track improvements over time.

Managing Issues

The All Open Issues section lists every detected problem with your website. Each issue shows the category, date detected, title, and detailed description of the problem. Click Fixed to mark an issue as resolved after you have addressed it. Click Ignore to dismiss an issue if it is not relevant or does not need attention.

Content Health

The Content Health section provides a quick overview of your website's content status including total word count, H1 tag presence, meta description status, and count of images missing alt tags. Use this information to ensure your content is properly optimized for search engines.

Deleting a Monitor

To remove a website from monitoring, click Delete on the monitor card. This permanently removes the monitor and stops all health checks for that website.

Daily Health Digest

When enabled, you receive daily email reports summarizing your website's health status, any new issues detected, and AI recommendations. Enable this option when creating a monitor or in the monitor settings to stay informed without logging into the dashboard.

How QR Code Generator Works

AI QR Campaign Suite allows you to create, edit, and schedule dynamic QR code campaigns. Design custom landing pages, customize QR code appearance, set campaign schedules, and track all your campaigns in one place. Dynamic QR codes link to landing pages you control, so you can update content without reprinting the QR code.

Dashboard

The main dashboard displays your daily campaign usage showing how many campaigns you have created out of the 10 allowed per day. The counter resets at midnight. Below the creation form, view all your existing campaigns in the My Campaigns section with their names and URLs.

Creating a New Campaign

To create a new QR code campaign:

Landing Page Design

  1. Select a style and theme for your landing page: Modern & Clean for a contemporary professional look, Bold & Energetic for vibrant and dynamic designs, Elegant & Luxury for sophisticated premium aesthetics, Playful & Fun for casual and engaging styles, or Minimalist for simple and focused layouts.
  2. Optionally upload a page logo by clicking Change in the Page Logo section.
  3. Enter your page content in the text area.
  4. Enter a call-to-action (CTA) that tells visitors what to do.

QR Code Design

  1. Select a dot color for the QR code pattern.
  2. Select a background color for the QR code.
  3. Optionally upload a center logo to appear in the middle of the QR code by clicking Change in the Center Logo section.

Campaign Scheduling (Optional)

  1. Set a start date and time if you want the campaign to activate at a specific time.
  2. Set an end date and time if you want the campaign to expire.
  3. Enter a fallback URL where visitors will be redirected when the campaign is inactive.

Save Campaign

  1. Enter a campaign name for internal tracking.
  2. Click Save Campaign & Generate QR Code to create the campaign.

Your QR code and landing page URL will be generated and the campaign will appear in the My Campaigns section.

Editing a Campaign

To edit an existing campaign:


  1. Find the campaign in the My Campaigns section.
  2. Click the Edit button on the campaign card.
  3. The form will populate with the campaign's current settings and display "Editing: [Campaign Name]" at the top.
  4. Modify any settings including landing page design, content, QR code appearance, or scheduling.
  5. Click Save Changes to update the campaign.
  6. Click Cancel Edit to discard changes and return to creation mode.

Because the QR codes are dynamic, updating the campaign content does not change the QR code itself. Visitors scanning the same QR code will see your updated landing page.

My Campaigns

The My Campaigns section displays all your created campaigns. Each campaign card shows the campaign name and the landing page URL. Click on a campaign to view or edit it. The URL can be shared directly or accessed by scanning the generated QR code.

Campaign Scheduling

Use campaign scheduling to control when your QR code campaigns are active. Set a start date and time to delay activation until a specific moment, such as a product launch or event. Set an end date and time to automatically deactivate the campaign after a promotion ends. Enter a fallback URL to redirect visitors when the campaign is outside its scheduled active period. This ensures visitors always land somewhere useful even if the campaign has ended.

Daily Limits

You can create up to 10 campaigns per day. The counter displays your current usage and resets at midnight. Editing existing campaigns does not count against your daily limit.

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Get reliable cPanel web hosting with one-click WordPress installation, custom email accounts, and powerful management tools. Your hosting account is provisioned instantly after purchase.

Choose Your Billing Cycle

Select the billing cycle that works best for you: Monthly, Quarterly, Bi-Annual, or Annual. Longer billing cycles offer significant savings.

Enter Your cPanel Username

Create a unique username for your hosting account. This must be lowercase letters and numbers only, with a maximum of 16 characters. You

Enter Your Primary Domain

Enter the main domain name for your hosting account (e.g., yourbusiness.com). This must be a valid domain name that you own or have registered.

Complete Your Order

Review your order summary, apply a promo code if you have one, and submit payment. Your hosting account will be provisioned instantly and login credentials will be sent to your email.

Point Your Nameservers

Before your website will work, you need to point your domain to the correct nameservers. Log in to your domain registrar (where you purchased your domain) and update the nameservers to:

  • ns1.sitedeploy.com
  • ns2.sitedeploy.com

Wait for Propagation

After updating your nameservers, it can take anywhere from a few minutes to 24-48 hours for the changes to fully propagate across the internet. During this time, your website may not be accessible.

Access Your Control Panel

Log in to your cPanel account at cpanel.sitedeploy.com using the username you created during checkout and the password provided in your welcome email. This is your central hub for managing all aspects of your hosting.

Access WordPress Toolkit

From your cPanel dashboard, locate and click on WordPress Toolkit or WP Toolkit. This tool provides everything you need to install and manage WordPress websites.

Install WordPress

Content Click Install to set up a fresh WordPress site. You'll be prompted to choose your domain, set an admin username and password, and select a site title. The installation completes in just a few clicks.

Manage Your WordPress Site

After installation, use the WordPress Toolkit to manage plugins, themes, and monitor your site

Access Email Accounts

In cPanel, navigate to the Email section and click Email Accounts. This allows you to create professional email addresses using your domain (e.g., info@yourdomain.com).

Create a New Email

Click Create, enter your desired username, set a secure password (or use the password generator), and allocate storage space. Click Create to finish. Your new email account will appear in the Email Accounts list.

Access Your Email

You can check email directly from cPanel by clicking Check Email next to any account. To set up email on your phone or computer, click Connect Devices for configuration instructions for Outlook, Thunderbird, Apple Mail, and mobile devices.

Using File Manager

Access File Manager from cPanel to upload, edit, and organize your website files through a web-based interface. Your website files are stored in the public_html folder. You can create folders, upload files from your computer, edit code directly, and manage file permissions.

FTP Access

For transferring large files, use FTP (File Transfer Protocol). Create FTP accounts in cPanel under FTP Accounts. Use an FTP client like FileZilla to connect using your domain, FTP username, and password. Monitor active FTP connections in FTP Connections to ensure only authorized users are accessing your files.

Using Database Wizard

The Database Wizard walks you through creating a database step-by-step. First, create and name your database. Then create a database user with a secure password. Finally, assign the user to the database and set their privileges. This is the easiest method for beginners.

Using phpMyAdmin

For advanced database management, use phpMyAdmin. This tool lets you browse and edit data, run SQL queries, import and export databases, and manage table structures. Access it from the Databases section in cPanel.

Site Publisher

Need a simple website quickly? Use Site Publisher to create a basic site using pre-designed templates. Select a template, customize your business name, contact information, hours, and social media links, then publish. This is ideal for a placeholder site while you build something more comprehensive.

Sitejet Builder

For a custom website without coding, use the Sitejet Builder. This drag-and-drop builder lets you choose from templates, add sections like headers, galleries, and contact forms, customize colors and fonts, and publish a professional website.

Creating Backups

Content Protect your data using cPanel's backup tools. Use Backup Wizard for a guided backup and restore process, or Backup for more control over full and partial backups. Download backups of your home directory, databases, email configurations, and more. Store backup copies in a safe location.

SSL Certificates

Your hosting includes SSL certificates for secure HTTPS connections. In the Domains section, ensure Force HTTPS Redirect is enabled for your domain to automatically redirect visitors to the secure version of your site.

Automated Backups

Use Cron Jobs to automate recurring tasks like database backups, sending reports, or running scripts. Access Cron Jobs from the Advanced section in cPanel. Set the schedule using the minute, hour, day, month, and weekday fields, then enter the command to run. You can optionally receive email notifications each time a cron job runs.

Included in Your Web Hosting

Your hosting account includes:

10GB SSD Storage — Space for your website files, databases, and emails

Full cPanel Access — Industry-standard control panel for easy management

One-Click App Installations — Install WordPress, Joomla, and hundreds of other applications

Unlimited Custom Emails — Create professional email addresses on your domain

SSL Certificates — Secure your website with HTTPS

Database Management — Create and manage MySQL databases with phpMyAdmin

Automated Backups — Daily and weekly backups to keep your data safe

Security Tools — Firewalls and malware scanning included

Utah Business Solutions Web Design Services Guide

Build a professional, custom website tailored to your brand and business needs. Select the pages and features you require, and our team will handle the rest.

Select Your Pages

Choose the pages you need for your website. The Home page is required, and you can add additional pages based on your needs. Privacy Policy and Terms & Conditions pages are included by default with every order.

Add Special Functionality

If you need an online store or other custom features, select them during checkout. Options include E-Commerce Store for selling products or services, or Other Custom Functionality for specific features you have in mind.

Provide Your Brand Assets

Enter your logo URL so we can incorporate your branding into the design. This field is optional but recommended for a cohesive look.

Enter Hosting Details

Provide your hosting provider information or credentials so we can deploy your finished website. This field is required.

Choose Your Contact Method

Let us know the best way to reach you for project updates, whether that's email, phone, or another method.

Complete Your Order

Review your selections, apply a promo code if you have one, and submit payment to get started.

Core Pages

Home — Your main landing page (required)

About — Share your story, mission, and team

Services — Showcase what you offer

Contact — Contact forms and business information

Content Pages

FAQ — Answer common visitor questions

Blog — Publish articles, news, and updates

Testimonials — Display customer reviews and feedback

Visual Pages

Portfolio — Highlight your past work and projects

Gallery — A visual showcase of images or media

Additional Pages — Add extra pages beyond the standard options

Project Kickoff

Once your order is placed, our team will begin working on your website. We'll reach out using your preferred contact method to gather any additional details and discuss your vision.

Updates & Delivery

You'll receive progress updates throughout the build process. Once complete, we'll coordinate the final delivery and ensure everything is set up on your hosting.

Utah Business Solutions Website Builder Guide

Build stunning, professional websites with our drag-and-drop builder. Choose from 45+ templates, customize every element with AI-powered tools, connect your own domain, and publish your site in minutes — no coding required.

Select Website Builder

Navigate to Website Builder in the Utah Business Solutions marketplace. Review the service details and pricing.

Complete Payment

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to complete your purchase.

Access Your Builder

Your Website Builder account is activated instantly upon successful payment. You'll receive login credentials via email to access the builder websitebuilderapp.net.

Full Feature List

  • 45+ Professional Templates — Beautifully designed starting points for any industry
  • AI Text Generation — Generate professional copy for your pages instantly
  • AI Image Generation — Create custom graphics with AI assistance
  • Drag & Drop Editor — Build pages visually without any coding
  • Custom Domain Support — Connect your own domain (yourbusiness.com)
  • Mobile-Responsive Design — Sites automatically adapt to all screen sizes
  • Multi-Page Websites — Create as many pages as you need
  • Hosting Included — No separate hosting purchase required
  • Analytics Dashboard — Track your site's performance
  • SSL Security Certificate — Secure HTTPS included

Log In to the Builder

After activation, log in to the Website Builder at websitebuilderapp.net using the credentials sent to your email. You'll see your Dashboard with options for Projects and Branded Domains.

Create Your First Site

Click "New Site" from your Dashboard. Browse 45+ professional templates organized by category (Landing Page, Blog, Portfolio) or start with a blank page. Click "Use this template" to begin editing.

Editor Overview

The editor sidebar includes these tools:

  • Elements — Drag-and-drop components onto your page
  • Layout — Manage containers and rows
  • Pages — Add and organize multiple pages
  • Settings — Configure publishing, forms, and export
  • Custom Code — Add CSS or JavaScript (advanced)
  • History — Undo and redo changes

Adding Elements

Click Elements in the sidebar to access drag-and-drop components:

  • Layout — Sections, containers, columns
  • Typography — Headings, paragraphs, lists
  • Buttons — Call-to-action buttons
  • Components — Cards, tabs, accordions
  • Forms — Contact forms, input fields
  • Media — Images, videos, icons

Simply drag any element onto your page and drop it where you want.

Customizing Elements

Click any element to select it. The Inspector panel shows all customization options:

  • Visibility — Show/hide on different devices
  • Padding & Margin — Adjust spacing
  • Border & Border radius — Style edges and corners
  • Shadow — Add drop shadows
  • Background — Set colors or images
  • Typography — Font, size, color, alignment

Using AI Tools

The editor includes AI-powered content creation:

  • Write with AI — Generate professional text automatically
  • Edit text with AI — Refine and improve existing content
  • AI Image Generation — Create custom graphics for your site

Just describe what you need, and AI handles the rest. You can edit and refine everything to your liking.

Managing Pages

Click Pages in the sidebar to view all pages. Click +New Page to add pages. Click the settings icon next to any page to configure:

  • Name — Internal page identifier
  • Title — Browser tab title (SEO)
  • Description — Meta description for search engines
  • Keywords — SEO keywords (comma-separated)

Preview on Different Devices

Use the device selector at the bottom of the sidebar to preview your site on desktop, tablet, and mobile views. Every site you create is automatically responsive.

Add Your Domain

Content From your Dashboard, go to Branded Domains and click Connect Domain. Enter your domain name — either a subdomain (shop.yourbusiness.com) or root domain (yourbusiness.com).

Configure DNS

Add the following A record to your domain through your DNS provider or registrar:

  • Type: A
  • Value: 64.227.108.49

DNS changes can take up to 48 hours to propagate.

Link Domain to Your Site

Content In the editor, click Settings then go to Publishing. Under "Branded domain", select your connected domain from the dropdown. Your site will now be accessible at your custom domain.

Access Project Settings

In the editor, click Settings to open Project Settings with three tabs:

  • Publishing — Manage site visibility and domain
  • Forms — Set email for form submissions
  • Export — Download or FTP export options

Publish Your Site

Content Go to Settings > Publishing. Click Publish to make your site live. Your site will be accessible at the preview URL or your connected custom domain.

Configure Contact Forms

Content Go to Settings > Forms. Enter the email address where form submissions should be sent. If left empty, submissions go to your account's primary email.

Export Your Site

Content Go to Settings > Export for download options:

  • Download ZIP — Export your complete site as a ZIP file
  • FTP Export — Enter Host, Username, Password, Directory, and Port to transfer files directly to your server

Quick Commands

  • Ctrl/Cmd + S — Save changes
  • Ctrl/Cmd + Z — Undo
  • Ctrl/Cmd + Y — Redo
  • Ctrl/Cmd + C — Copy element
  • Ctrl/Cmd + V — Paste element
  • Del — Delete selected element
  • Ctrl/Cmd + P — Preview site
  • Ctrl/Cmd + E — Toggle code editor

Common Questions

Do I need any technical skills? Not at all! The drag-and-drop editor is designed for beginners. If you can use a mouse, you can build a website. No coding knowledge required.

Can I use my own domain name? Yes! You can easily connect your existing domain (like yourbusiness.com) to your website. Go to Branded Domains, add your domain, configure the A record, and link it in your site settings.

How does the AI content generation work? Just tell the AI what your business does, and it will generate professional text and images for your pages. You can edit and refine everything to your liking.

Is hosting included? Yes! Your website hosting is included in your subscription. No need to purchase separate hosting or worry about server management.

Can I change my template later? Absolutely. You can switch templates or start from scratch anytime. Your content can be transferred to a new design with ease.

Will my site work on mobile phones? Yes. Every website you create is automatically responsive and optimized for all screen sizes — phones, tablets, and desktops.

How do I add a contact form? Drag a form element onto your page from the Elements panel. Configure where submissions are sent in Settings > Forms.

Can I add custom code? Yes. Click the Custom Code button in the editor sidebar to add your own CSS or JavaScript for advanced customization.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or need assistance with your website builder.

Utah Business Solutions VPN Guide

Browse privately, access content worldwide, and protect your data on any network. Military-grade encryption with servers in multiple countries.

Choose Your VPN Username

Enter a unique username for your new VPN account. This is what you

Complete Your Order

Review your order, apply a promo code if you have one, and submit payment. Your VPN account will be activated within minutes and your login credentials will be sent to your email.

Download the App

Download the VPN app for your device:

Windows: Download

Mac: Download

Linux: Download

Android (APK): Download

Android (Google Play): Download

iPhone & iPad (App Store): Download

Fire TV / Android TV (APK): Download

Install and Connect

  1. Download and install the app for your device
  2. Open the app and enter your VPN username and password
  3. Select a server location (or use the recommended server)
  4. Tap Connect

That's it — you're now protected.

Choosing a Server

For the fastest speeds, connect to a server closest to your physical location. To access content from a specific country, connect to a server in that region. The app will show you available servers and their current load.

Switching Protocols

If you experience slow speeds or connection issues, try changing the protocol in the app settings. Available protocols include:

OpenVPN (UDP) — Best for speed

OpenVPN (TCP) — Best for reliability

IKEv2 — Best for mobile devices

L2TP/IPsec — Wide compatibility

PPTP — Legacy support

Connecting Multiple Devices

Your account supports up to 10 simultaneous connections. Install the app on your phone, laptop, tablet, TV, and more — all can be connected at the same time with a single account.

L2TP/IPsec Setup

If you need to configure L2TP/IPsec manually on any device, use these details:

Server: Use any server address from the app

Username: Your VPN username

Password: Your VPN password

Secret/Pre-Shared Key: 321inter

IKEv2 Setup

For manual IKEv2 configuration:

Server: Use any server address from the app

Remote ID: The server address you're connecting to

Local ID: Your VPN username

Username: Your VPN username

Password: Your VPN password

Features

Military-Grade Encryption — Your data is protected with state-of-the-art encryption on any network

Global Server Network — Connect to servers worldwide for fast, reliable access to content from anywhere

Zero Logs Policy — We don't track, store, or sell your browsing activity

Unlimited Bandwidth — Stream, download, and browse without speed throttling or data caps

P2P & Torrenting Supported — Fully supported on all servers with complete privacy

10 Simultaneous Connections — Protect all your devices with one account

1 Gbps Server Speeds — High-speed servers for optimal performance

Slow Connection Speeds

If you're experiencing slow speeds, try these steps:

  1. Connect to a server closer to your location
  2. Switch to a different protocol (OpenVPN UDP is usually fastest)
  3. Try a different server in the same region
  4. Check your base internet speed without VPN

Connection Issues

If you can't connect:

  1. Check that your username and password are entered correctly
  2. Try switching between protocols in the app settings
  3. Restart the app and try again
  4. Check your internet connection without VPN
  5. Try a different server location

Common Questions

How many devices can I use? You can connect up to 10 devices simultaneously with a single account.

How do I find my password? Your password was sent to your email when you purchased the VPN. Check your inbox and spam folder for the welcome email.

Can I use it for streaming? Yes. Unlimited bandwidth and global servers let you stream without buffering or restrictions.

Is torrenting allowed? Yes, P2P and torrenting is fully supported on all servers.

Do you keep any logs? No. We operate a strict zero-logs policy — no connection logs, no usage logs, nothing.

How fast is the connection? All servers are connected via 1 Gbps ports. For best speeds, connect to a server closest to your location.

What protocols are supported? OpenVPN (UDP/TCP), IKEv2, L2TP/IPsec, and PPTP.

Utah Business Solutions Social Media Automation Guide

Manage all your social media accounts from one dashboard. Schedule posts, create AI-powered content, and grow your audience across multiple platforms.

Accessing Your Dashboard

After your account is activated, you'll receive login credentials via email. Log in at the provided URL (socialmediasuite.net) to access your Social Media Suite dashboard. The dashboard shows an overview of your connected channels, scheduled posts, and account activity.

Connecting Your Social Accounts

Before you can publish content, you need to connect your social media accounts:

  1. Click Channels in the left sidebar
  2. Click Add channels
  3. Select the platform you want to connect (Facebook, Instagram, X/Twitter)
  4. Choose the account type (Profile, Page, etc.)
  5. Follow the authorization prompts to grant access

Your connected accounts will appear in the Channels list and can be selected when creating posts.

Creating a New Post

  1. Click Publishing in the left sidebar
  2. Click the Compose button in the top right
  3. Select which channels to post to
  4. Write your caption and add media (images or videos)
  5. Choose to post immediately or schedule for later
  6. Click Schedule or Post Now

Using the Calendar View

The Publishing page displays a calendar showing all your scheduled and published posts. You can:

Switch Views — Toggle between Month, Week, or List view

Filter Posts — Filter by status (Published, Processing, Unpublished), social network, campaign, or label

Drag and Drop — Reschedule posts by dragging them to a new date

Quick Actions — Preview, edit, or delete posts directly from the calendar

Managing Drafts

Posts you've started but not scheduled are saved as drafts. Access them by clicking Draft in the Publishing navigation. From here you can continue editing or schedule your draft posts.

Creating Campaigns

Campaigns help you organize related posts together:

  1. Go to Publishing > Campaigns
  2. Click Add new
  3. Enter a campaign name and select a color
  4. Click Create

When composing posts, you can assign them to a campaign to track performance and keep content organized.

Using Labels

Labels let you tag and categorize your posts:

  1. Go to Publishing > Labels
  2. Click Add new
  3. Enter a label name and select a color
  4. Click Create

Apply labels to posts when scheduling to filter and organize your content calendar.

Creating an AI Campaign

Let AI automatically generate and publish content on a schedule:


  1. Click AI Publishing in the left sidebar
  2. Click Create new
  3. Enter a campaign name
  4. Select which channels to publish to
  5. Choose your prompts from the prompt list
  6. Configure AI options (language, tone, creativity, hashtags)
  7. Set your posting schedule (times and days of the week)
  8. Set an end date (optional)
  9. Click Save changes

AI Publishing Options

Customize how AI generates your content:

Include Media — Add AI-generated images, or pull from Unsplash, Pexels, or Pixabay

Language — Choose from 40+ languages

Tone of Voice — Select from Friendly, Professional, Humorous, Formal, and more

Creativity — Set the creativity level (Economic, Average, Good, Premium)

Hashtags — Automatically add 1-10 hashtags

Approximate Words — Set the target length for generated content

Uploading Bulk Content

Schedule multiple posts at once using a CSV file:

  1. Click Bulk Posts in the left sidebar
  2. Click Bulk Template to download the CSV template
  3. Fill in your posts in the template
  4. Select which channels to post to
  5. Upload your completed CSV file
  6. Set the interval between posts (in minutes)
  7. Click Save changes

The system will automatically schedule your posts with the specified interval between each one.

Automating RSS Feeds

Automatically publish content from RSS feeds:

  1. Click RSS Schedules in the left sidebar
  2. Click Add new
  3. Enter the RSS feed URL
  4. Select which channels to publish to
  5. Configure posting frequency and options
  6. Click Save

New items from the RSS feed will be automatically posted to your selected channels.

Generating Content with AI

Create content ideas and captions using AI:

  1. Click AI Contents in the left sidebar
  2. Choose a template from the left panel, or write your own prompt
  3. Configure options:
  • Language — Select your target language
  • Tone of Voice — Choose the style of writing
  • Creativity — Set how creative the output should be
  • Hashtags — Add automatic hashtags
  • Approximate Words — Set target length
  • Total Results — How many variations to generate
  1. Click Generate
  2. Copy the results to use in your posts

Uploading Files

Store images and videos for use in your posts:

  1. Click Files in the left sidebar
  2. Click New > Upload file
  3. Select files from your computer
  4. Files will appear in your library

You can also drag and drop files directly into the interface, or upload from a URL using Actions > Upload From URL.

Organizing Files

Keep your media organized:

Create Folders — Click New > New folder to create folders

Filter by Type — Use the Filters dropdown to show only images, videos, documents, etc.

Search — Use the search bar to find specific files

Bulk Actions — Select multiple files and delete them at once

Saving Captions

Create a library of reusable captions:

  1. Click Captions in the left sidebar
  2. Click Create new
  3. Write your caption text
  4. Click Save

When composing posts, you can quickly insert saved captions instead of writing from scratch.

Creating Channel Groups

Group multiple channels together for easy selection when posting:

  1. Click Groups in the left sidebar
  2. Click Create new
  3. Enter a group name
  4. Select which channels to include
  5. Click Save

When composing posts, select a group to post to all channels in that group at once.

Watermarks

Add watermarks to protect your content:

  1. Click Watermark in the left sidebar
  2. Select an account or apply to all accounts
  3. Upload your watermark image or enter text
  4. Configure position and opacity
  5. Click Save

Watermarks will be automatically applied to images you post through selected accounts.

Proxies

Configure proxies for your accounts:

  1. Click Proxies in the left sidebar
  2. Click Create new
  3. Enter your proxy details (address, port, credentials)
  4. Add a description and location
  5. Click Save

Assign proxies to specific channels to route traffic through them.

Search Media Online

Find free images and videos to use in your posts:

  1. Click Search Media Online in the left sidebar
  2. Enter a keyword
  3. Select a source (Unsplash, Pexels, Pixabay)
  4. Click Search
  5. Select the media you want
  6. Click Save To Files to add them to your library

Available Channels

Connect the following social media platforms:

Facebook — Profiles and Pages

Instagram — Profiles (Official and Unofficial)

X (Twitter) — Profiles (Unofficial)

Each platform may have different posting options available (Feed, Reels, Stories) depending on the account type.

Best Practices

Connect Multiple Channels — Manage all your social accounts from one place

Use Groups — Create groups for different clients or brands to post efficiently

Schedule Ahead — Plan your content calendar in advance using the calendar view

Leverage AI — Use AI Publishing to maintain a consistent posting schedule with minimal effort

Organize with Labels — Tag posts by topic or campaign for easy tracking

Save Captions — Build a library of proven captions to reuse

Use Bulk Upload — Save time by scheduling multiple posts at once via CSV

Utah Business Solutions Social Media Services

Boost your social proof with real engagement. Get followers, likes, views, and comments delivered fast and safely to any platform.

Select Platform & Service

Choose the social media platform you want to boost (Instagram, Facebook, YouTube, TikTok, etc.) and select the specific service you need, such as followers, likes, views, or comments.

Enter Your Details

Provide the required information for your order:

  1. Profile URL or Post Link: Direct link to your profile or the specific post you want to boost.
  2. Quantity: How many followers, likes, views, or other engagement you want.
  3. Email Address: Where you'll receive order updates and confirmations.

Complete Your Order

Review your order summary, apply a promo code if you have one, and submit payment. Your order will begin processing immediately.

Fast Delivery

Most orders start delivering within minutes of purchase. The full quantity is delivered gradually over time to appear natural and organic.

No Password Required

We never ask for your password. All we need is your public profile URL or post link. Your account credentials stay completely private and secure.

Available Networks

You can purchase services for any of the networks below:

  • Instagram — Followers, Likes, Comments, Views, Story Views
  • Facebook — Page Likes, Post Likes, Shares, Followers
  • YouTube — Subscribers, Views, Watch Hours, Likes, Comments
  • TikTok — Followers, Views, Likes, Shares
  • X (Twitter) — Followers, Retweets, Likes
  • LinkedIn — Connections, Followers, Engagement
  • Pinterest — Followers, Repins, Board Followers
  • Telegram — Channel Members, Post Views

Service Types

  • Followers & Subscribers — Grow your audience and social proof
  • Post & Video Likes — Boost engagement on your content
  • Comments — Add social interaction to your posts
  • Video Views — Increase view counts on videos and reels
  • Story Views — Get more eyes on your stories
  • Shares & Retweets — Expand your content's reach
  • Watch Hours — Build toward monetization requirements
  • Page Likes — Grow your business page presence

How Delivery Works

  • Full quantity is spread over hours or days depending on order size
  • Delivery starts within minutes of order confirmation
  • Progress appears organic to protect your account
  • Larger orders may take longer to complete fully

Checking Order Status

You can monitor your order progress through your account dashboard. Order status will show as Processing, In Progress, or Completed.

Service Quality

All services are designed to boost your social proof and credibility. We use high-quality sources that help establish trust and encourage organic growth from real users.

Refill Guarantee

Many of our key services include a refill guarantee. If you experience any drop within the guarantee period, we'll replenish the lost count for free at no additional charge.

Key Rules

  • Correct Links Only — Double-check that your profile URL or post link is accurate before submitting
  • Public Account Required — Your profile or post must be public for delivery to work
  • No Password Sharing — We will never ask for your login credentials
  • One Order at a Time — For best results, allow current orders to complete before placing new ones for the same profile


Tips for Best Results

  • Keep your profile public during delivery
  • Don't change your username while an order is in progress
  • Ensure the post or profile link is correct and accessible
  • Allow time for full delivery before assessing results

Order Not Delivering

  • Verify your profile or post is set to public
  • Check that the link you provided is correct and accessible
  • Confirm you haven't changed your username since ordering
  • Allow up to 24 hours for delivery to begin on larger orders
  • Contact support if no progress after 24 hours


Order Marked as Failed

In rare cases, an order may fail due to:

  • Private profile or post
  • Incorrect or broken link
  • Account restrictions or limitations
  • Username change during processing

Failed orders are automatically refunded to your account balance.

Common Questions

Is this safe for my account? Yes. We never ask for your password and only need your public profile or post URL. Our delivery methods are designed to look natural and keep your account safe.

How fast will I see results? Most orders begin delivering within minutes. The full quantity is delivered gradually over time to appear natural and organic.

Are the followers real people? We provide high-quality profiles designed to boost your social proof and credibility. They help establish trust and encourage organic growth from real users.

What if followers or likes drop? Our key services include a refill guarantee. If you experience any drop within the guarantee period, we'll replenish the lost count for free.

Do you need my password? Never. We will never ask for your password. All services are delivered using only your public profile URL or post link.

What if my order doesn't complete? In the rare case an order can't be fulfilled (e.g., private account or incorrect link), you'll receive a full refund automatically.

Can I order for multiple accounts? Yes. Simply place separate orders with the correct profile URL for each account you want to boost.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or issues with your order.

Utah Business Solutions SEO Services Guide

Get found on Google. Our expert team handles keyword research, content creation, and link building to drive qualified traffic to your website every month.

Enter Your Website URL

Provide the full URL of the website you want to optimize (e.g., https://yourbusiness.com). This is the site where all SEO work will be performed.

List Your Target Keywords

Enter the main keywords and phrases you want to rank for on Google. These should be the search terms your potential customers use to find businesses like yours. For example: "plumber in Miami" or "best coffee shop downtown."

Add Competitors (Optional)

List any competitor websites you'd like us to analyze. This helps us understand your market and develop a strategy to outrank them.

Provide Site Login Details

We need admin access to your website (such as WordPress login credentials) to make on-page optimizations, install tracking tools, and publish new content.

Choose Your Package

Base SEO Package — Includes keyword research, on-page optimization, content creation, backlink building, and monthly reports.

Local SEO Add-on — Add this if your business serves a specific geographic area. Includes Google Business Profile optimization, local citations, and map pack optimization.

Complete Your Order

Review your order, apply a promo code if you have one, and submit payment. Our SEO team will begin working on your campaign immediately.

Phase 1: Foundation (First Month)

During the first month, our team builds the foundation for your SEO success:

Keyword & Competitor Research — We identify the best keywords to target based on search volume and competition

Full Website Audit — We analyze your site for technical issues and opportunities

Title & Meta Optimization — We optimize your page titles and meta descriptions for search engines

Google Analytics Setup — We install tracking to measure your traffic growth

Search Console Integration — We connect your site to Google Search Console for performance data

XML Sitemap & Robots.txt — We ensure search engines can properly crawl your site

Schema Markup Implementation — We add structured data to help search engines understand your content

Site Speed Improvements — We optimize loading times for better rankings and user experience

Phase 2: Ongoing Monthly Work

Every month after the foundation is complete, we continue growing your rankings:

New Optimized Content — Fresh pages and blog posts targeting your keywords

High-Authority Backlinks — Quality links from reputable websites to boost your domain authority

Performance Monitoring — We track your rankings and traffic continuously

Detailed Monthly Report — A comprehensive report showing your progress and all work completed

What's Included

If your business serves a specific geographic area, the Local SEO add-on helps you dominate local search results:

Google Business Profile Optimization — We optimize your listing for maximum visibility

Local Citation Building — We add your business to relevant local directories

Local Directory Listings — We ensure consistent business information across the web

Map Pack Optimization — We help you appear in the Google Maps "3-pack" results

This is essential for businesses like plumbers, dentists, restaurants, law firms, and any service that targets local customers.

Viewing Your Report

Each month, you'll receive a detailed report showing your SEO progress. To access your report:


  1. Log in to your account
  2. Click on Manage Services in the dropdown menu
  3. Find your SEO subscription card
  4. View your latest monthly report

What's in the Report

Your monthly report includes:

Keyword Rankings — Current positions for all your target keywords

Ranking Changes — Movement compared to previous months

Organic Traffic — Visitors coming from Google search

Traffic Growth — Comparison to previous periods

Backlinks Built — New links acquired that month

Content Created — New pages or blog posts published

Work Summary — Detailed list of all optimizations completed

Common Questions

How long until I see results? SEO is a long-term strategy. While we make foundational improvements in the first month, significant ranking improvements typically take 3-6 months for competitive keywords. You'll receive monthly reports tracking progress throughout.

What do you need from me to get started? We need your website URL, a list of services or keywords you want to rank for, and admin access to your website (like WordPress login) so we can make optimizations.

Who writes the content? Our professional content team writes all new pages and blog posts. Everything is optimized for your target keywords and written to convert visitors into customers.

What's the difference between on-page and off-page SEO? On-page SEO involves optimizing elements on your website (content, keywords, site speed). Off-page SEO involves building your site's authority through high-quality backlinks from other websites. We handle both.

Do I need the Local SEO add-on? If your business serves a specific area (like a plumber, dentist, or restaurant), yes. Local SEO helps you appear in the Google Maps results that show for local searches.

Can I cancel anytime? Yes. SEO is a monthly service with no long-term contracts. However, we recommend committing to at least 6 months to see meaningful results from the strategy.

How do I check my progress? Log in to your account, go to Manage Services, and view your SEO subscription card to access your latest monthly report.

Utah Business Solutions AI Invoicing Guide

Create beautiful invoices, get paid faster, and let AI help you price your services. Everything you need to run a professional billing operation — your branding, unlimited invoices, and instant payments. Your portal will be live at yourbrand.invoicepaypro.com.

Choose Your Subdomain

Content Enter your desired subdomain for your branded invoicing portal. Your portal will be live and accessible at yourbrand.invoicepaypro.com — this is where you and your clients will access invoices and payments.

Enter Business Details

Provide your business name and optionally add your logo URL. Select your brand color — this will be used throughout your invoices, emails, and client portal.

Complete Payment

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to create your invoicing portal instantly. Your site goes live immediately.

Full Feature List

  • Your Own Portal — Live at yourbrand.invoicepaypro.com
  • Unlimited Invoices — Create as many invoices as you need
  • Unlimited Clients — Store all your client information
  • Unlimited Estimates — Send quotes before finalizing work
  • AI Pricing Assistant — Get market-based pricing suggestions
  • One-Click Payments — Clients pay instantly via card
  • Automatic Reminders — System sends payment reminders for you
  • Recurring Billing — Set up weekly, monthly, or yearly invoices
  • Client Portal — Clients view and pay invoices online
  • Custom Branding — Your logo and colors on everything
  • Professional PDFs — Download and send polished invoices
  • Payment Tracking — See what's paid, pending, and overdue
  • Mobile Friendly — Works perfectly on any device

Access Your Portal

After activation, your branded portal is live at yourbrand.invoicepaypro.com. Log in to access your dashboard showing key metrics:

  • This Month — Revenue for current month
  • This Year — Total annual revenue
  • Unpaid — Outstanding invoice amount
  • Overdue — Past-due invoices

Check your email after activation for email and password details.

Connect Payment Processing

Content Go to Settings > Payment Settings and click "Connect Bank Account with Stripe". This links your bank account so client payments go directly to you — no middleman fees.

Set Up Business Information

In Settings, configure your business details:

  • Business Name — Appears on all invoices
  • Phone Number — Contact number for clients
  • Business Address — Your business location
  • Business Logo — Upload JPG, PNG, GIF, or SVG (max 2MB)
  • Brand Color — Used throughout invoices and emails
  • Google Business URL — For review requests after payment

Start a New Estimate

Content From your dashboard, click New Estimate. Estimates are quotes you send clients before work begins — they can be converted to invoices once approved.

Select or Add Client

Content Choose an existing client from the dropdown, or select + Add New Client to create a new one. Enter client name, email, phone, and address.

Add Line Items

Click + Add Line Item to manually add services. For each item, enter:

  • Description — What the service is
  • Quantity — How many units
  • Rate — Price per unit

Use AI Smart Pricing

Click ✨ AI Smart Pricing to let AI suggest pricing. Describe the work, enter your location, then select:

  • Project Scope — Single service, standard job, multiple services, or large project
  • Timeline — Standard, rush/urgent, or flexible
  • Complexity — Basic, standard, or advanced
  • Materials — You provide, client provides, or not applicable

Click Generate Smart Pricing and AI analyzes market data to suggest accurate line items.

Review and Create

Review the totals showing Subtotal, Tax, and Total. Add a tax rate if applicable, include notes for terms or payment instructions, and optionally make it recurring. Click Create Estimate to save and send.

Start a New Invoice

Content From your dashboard, click New Invoice. The process is identical to estimates — select client, add line items (manually or with AI), set tax rate, and add notes.

Send to Client

Once created, invoices are sent to your client via email. The email includes a Pay Now button that links directly to secure payment on your branded portal.

Track Payment Status

View all invoices on your dashboard. Filter by status:

  • Sent — Invoice delivered, awaiting payment
  • Paid — Payment received
  • Overdue — Past the due date

How It Works

The AI pricing assistant analyzes your service description and location to suggest market-based pricing. It factors in:

  • Your geographic area and local rates
  • Job complexity and scope
  • Industry standards for similar services
  • Timeline and urgency factors

Using AI Pricing

  1. Click ✨ AI Smart Pricing when creating an estimate or invoice
  2. Describe the work in detail (e.g., "Deep clean 3-bedroom house" or "Logo design + business cards")
  3. Enter your city and state for location-based pricing
  4. Select project scope, timeline, complexity, and materials options
  5. Click Generate Smart Pricing
  6. Review suggested line items and click Add These Items

You can always adjust the AI-generated prices before sending.

Set Up Recurring Billing

When creating an invoice or estimate, check the Make this recurring box. Select the frequency:

  • Weekly — Invoice generated every week
  • Monthly — Invoice generated every month
  • Yearly — Invoice generated annually

Perfect for retainers, maintenance contracts, or subscription services.

How Reminders Work

The system automatically sends polite email reminders for unpaid invoices. Stop chasing payments — reminders go out on your behalf until the invoice is paid or marked otherwise.

Business Branding

Make every invoice look professional with your branding:

  • Business Logo — Appears on invoices and emails
  • Brand Color — Applied to buttons, accents, and highlights
  • Business Name — Shown prominently on all documents
  • Business Address & Phone — Professional contact details

Review Requests

Enable Send review requests after payment to automatically ask satisfied clients for Google or Yelp reviews after they pay. Add your Google Business Profile URL and optional Yelp URL in Settings.

Common Questions

Where is my invoicing portal? Your portal is live at yourbrand.invoicepaypro.com (using the subdomain you chose during setup). This is where you log in to manage invoices and where clients go to view and pay.

How does the AI pricing work? Describe your service and location. The AI analyzes market data to suggest accurate pricing — factoring in your area, complexity, and industry standards. You can always adjust the final price.

How do I receive payments? Connect your Stripe account in Settings. When clients pay an invoice, money goes directly to your bank account — no middleman, no extra fees from us.

Can I set up recurring invoices? Yes! Perfect for retainers, maintenance contracts, or subscriptions. Set up weekly, monthly, or yearly invoices that automatically generate and send to your clients.

Is there a limit on invoices or clients? No limits at all. Create unlimited invoices, store unlimited clients, and send unlimited estimates. Scale your business without restrictions.

Will it have my branding? Absolutely. Upload your logo, set your brand colors, and your business name appears on all invoices, emails, and the client payment portal.

Can clients pay from their phone? Yes! The entire platform is mobile-friendly. Clients receive an email, tap the pay button, and complete payment in seconds from any device.

What's the difference between estimates and invoices? Estimates are quotes sent before work begins. Invoices are bills for completed work. Both can be created with AI pricing assistance.

How do automatic reminders work? The system sends polite email reminders for unpaid invoices automatically. You don't need to chase payments manually.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or issues with your invoicing portal.

Utah Business Solutions CRM Guide

A complete customer relationship management system to organize your contacts, track leads, manage opportunities, and streamline your sales pipeline. Your CRM will be live at yourcompany.crmdesk.net with full access to accounts, contacts, leads, email campaigns, calendar, tasks, and more.

Set Up Your CRM

Content Enter your desired subdomain — your CRM will be accessible at yourcompany.crmdesk.net. Optionally add your logo URL for branding. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately.

Full Feature List

CRM Core:

  • Accounts — Manage companies and organizations
  • Contacts — Store individual contact details
  • Leads — Track potential customers
  • Opportunities — Monitor sales pipeline and deals

Activities:

  • Emails — Send, receive, and track email communications
  • Meetings — Schedule and manage meetings
  • Calls — Log phone calls and follow-ups
  • Tasks — Create and assign to-do items
  • Calendar — View all activities in one place

Support:

  • Cases — Track customer support tickets
  • Knowledge Base — Create help articles and documentation

Marketing:

  • Campaigns — Run email marketing campaigns
  • Target Lists — Segment contacts for campaigns

Administration:

  • Users & Teams — Manage access and permissions
  • Templates — Create email and document templates
  • Import/Export — Bulk import contacts and data
  • Working Time Calendars — Set business hours and exceptions

Access Your CRM Dashboard

Log in to your CRM at yourcompany.crmdesk.net. The dashboard displays your Stream (recent activity feed) and My Activities (upcoming tasks, meetings, calls). The left sidebar provides navigation to all CRM modules organized into sections: CRM, Activities, and Support.

Accounts

Accounts represent companies or organizations you do business with. Go to CRM > Accounts and click + Create Account. Enter the account details:

Overview: Name (required), Website, Email, Phone (Office/Mobile)

Addresses: Billing Address and Shipping Address (Street, City, State, Postal Code, Country)

Details: Type, Industry, Description

Assignment: Assigned User, Teams

Click Save to create the account. View all accounts in a searchable list showing Name, Email, Phone, and other details.

Contacts

Contacts are individual people, typically linked to Accounts. Go to CRM > Contacts and click + Create Contact. Enter contact information:

Name: First Name, Last Name (required)

Accounts: Link to one or more company accounts

Communication: Email, Phone (Mobile/Office)

Address: Street, City, State, Postal Code, Country

Additional: Description, Assigned User, Teams

The contacts list displays Name, Account, Email, and Phone in a searchable table. Click any contact to view full details, related activities, and communication history.

Leads

Content Leads are potential customers not yet qualified as opportunities. Go to CRM > Leads and click + Create Lead. Enter lead details:

Overview: Name (required), Account Name, Email, Phone, Title, Website

Address: Street, City, State, Postal Code, Country

Details: Status (New, Assigned, In Process, Converted, etc.), Source, Opportunity Amount, Campaign, Industry

Assignment: Assigned User, Teams

Track leads through your sales process and convert them to Contacts and Opportunities when qualified.

Opportunities

Opportunities track potential deals and revenue. Go to CRM > Opportunities and click + Create Opportunity. Enter opportunity details:

Required Fields: Name, Amount (USD), Close Date

Sales Info: Account, Stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won/Lost), Probability %

Related: Contacts, Lead Source, Description

Assignment: Assigned User, Teams

Monitor your sales pipeline by tracking opportunities through each stage to closure.

Emails

Go to Activities > Emails to manage email communications. You can compose new emails, view your inbox, and track sent messages. Emails can be linked to Accounts, Contacts, Leads, or Opportunities for complete communication history.

Meetings & Calls

Meetings: Go to Activities > Meetings and click + Create Meeting. Enter Name (required), Status (Planned/Held/Not Held), Date Start, Date End, Duration, Description, and add attendees (Users, Contacts, Leads). Set Reminders to get notifications before meetings.

Calls: Go to Activities > Calls and click + Create Call. Enter Name (required), Status, Direction (Outbound/Inbound), Date Start, Date End, Duration, and participants. Log call outcomes in the Description field.

Both meetings and calls appear on your Calendar and in the My Activities dashboard widget.

Tasks & Calendar

Tasks: Go to Activities > Tasks and click + Create Task. Enter Name (required), Parent record (link to Account, Contact, etc.), Status (Not Started, Started, Completed, etc.), Priority (Low, Normal, High, Urgent), Date Start, Date Due, Description, and Attachments. Assign to users and teams.

Calendar: Go to Activities > Calendar to view all scheduled activities in daily, weekly, or monthly views. Meetings, Calls, and Tasks with dates appear on the calendar for easy scheduling and time management.

Cases & Knowledge Base

Cases: Go to Support > Cases to track customer support tickets. Create cases to document customer issues, assign them to team members, and track resolution status.

Knowledge Base: Go to Support > Knowledge Base to create and organize help articles. Click + Create Article to add documentation that can be shared with customers or used internally by your team.

Target Lists

Before creating campaigns, set up target lists to segment your audience. Go to Campaigns > Target Lists and click + Create Target List. Enter Name (required), Description, Assigned User, and Teams. Add contacts, leads, or accounts to the list for targeted marketing.

Campaigns

Go to Campaigns and click + Create Campaign. Configure your campaign:

Setup: Name (required), Status (Planning, Active, Complete, etc.), Type (Email, Newsletter, etc.) Schedule: Start Date, End Date, Budget Targeting: Target Lists (who receives the campaign), Excluding Target Lists (who to skip) Details: Description, Assigned User, Teams

The campaigns list shows all campaigns with Name, Type, Status, and Created date. Track campaign performance and engagement from the campaign detail view.

Email Templates

Content Go to Templates > Email Templates and click + Create Email Template. Enter Name (required), Category, Subject, and Body content. Use placeholders for personalization:

  • {today} — Today's date
  • {now} — Current date & time
  • {currentYear} — Current year
  • {optOutUrl} — Unsubscribe URL
  • {optOutLink} — Unsubscribe link

Add Attachments and assign to Teams. Templates can be used when composing emails or in campaigns.

Document Templates

Go to Templates > Templates and click + Create Template. Configure document settings:

  • Name (required), Entity Type (which record type this template is for)
  • Page Setup: Orientation (Portrait/Landscape), Paper Format (A4, Letter, etc.), Margins
  • Content: Title, Style, Header/Footer options

Use templates to generate professional PDF documents from your CRM records.

Users & Teams

Users: Go to Administration > Users and click + Create User. Enter Username (required), Name, Title, Email, Phone, Gender, Type (Regular, Admin, Portal), set Is Active, assign to Teams, Default Team, Roles, and create Password.

Teams: Go to Administration > Teams and click + Create Team. Enter Name, assign Roles, set Position List, Layout Set, and Working Time Calendar. Teams control access permissions and group users for assignment.

Working Time Calendars

Set your business hours and exceptions. Go to Administration > Working Time Calendars and click + Create Calendar. Configure:


  • Schedule: Name (required), Time Zone, Workday hours (start – end time)
  • Days: Enable/disable each day (Mon-Sun) with optional custom schedules

Exceptions: Click Exceptions to create non-working days (holidays, closures). Enter Type (Non-working), Name, Date Start, Date End, and assign to Calendars or specific Users.

Import Contacts & Data

Bulk import records from CSV files. Go to Administration > Import and configure:

Step 1 — Setup:

  • Entity Type — What you're importing (Accounts, Contacts, Leads, etc.)
  • File (CSV) — Upload UTF-8 encoded CSV file
  • Action — Create Only, Create and Update, or Update Only
  • Header Row — Check if first row contains column names

Format Settings:

  • Person Name Format, Field Delimiter, Date Format, Time Format
  • Decimal Mark, Text Qualifier, Currency, Timezone, Phone Country Code

Options:

  • Execute in idle (for large imports via cron)
  • Skip duplicate search, Silent Mode

After import, view Import Results showing created records, updated records, and any validation errors with line numbers.

Common Questions

Where do I access my CRM? Your CRM is live at yourcompany.crmdesk.net (using the subdomain you chose during setup). Log in with your credentials to access the full system.

What's the difference between Accounts, Contacts, and Leads? Accounts are companies/organizations. Contacts are individual people (usually linked to Accounts). Leads are potential customers not yet qualified — once qualified, convert them to Contacts and Opportunities.

How do I track my sales pipeline? Use Opportunities to track deals. Set the Stage (Prospecting through Closed Won/Lost), Amount, Probability, and Close Date. View all opportunities to see your pipeline at a glance.

Can I send emails from the CRM? Yes. Go to Activities > Emails to compose and send emails. Emails are automatically linked to the related Account, Contact, or Lead for complete communication history.

How do I schedule meetings and calls? Go to Activities > Meetings or Calls and click Create. Set the date, time, duration, and participants. Add reminders to get notifications. All scheduled items appear on your Calendar.

Can I import my existing contacts? Yes. Go to Administration > Import, select the Entity Type, upload your CSV file, map the columns, and import. View results to see what was created and any errors.

How do I run email campaigns? First create Target Lists with your recipients. Then create a Campaign, select the Type (Email/Newsletter), attach your Target Lists, and set the schedule. Use Email Templates for consistent messaging.

How do I add team members? Go to Administration > Users to create new users. Assign them to Teams and Roles to control their access permissions throughout the CRM.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or issues with your CRM system.

Utah Business Solutions Appointments Guide

Let clients book appointments 24/7 from your professional booking page. Reduce no-shows with automatic reminders, manage multiple staff members, and keep your calendar perfectly organized. Your booking page will be live at yourbusiness.quickreserve.net.

Set Up Your Booking Platform

Enter your business name and choose your booking URL subdomain — your page will be live at yourbusiness.quickreserve.net. Select your brand colors (primary and secondary) to match your business. Optionally add your logo URL. Apply a promo code if you have one, enter payment details, and click "Pay & Activate".

Receive Your Login Credentials

After purchase, you'll receive an email with your admin login details:

  • Admin Dashboard: yourbusiness.quickreserve.net/admin
  • Public Booking Page: yourbusiness.quickreserve.net
  • Username: Your email address
  • Password: Auto-generated secure password

Log in to the admin dashboard to set up your services, staff, and availability.

Full Feature List

  • Professional Booking Page — Branded with your logo and colors
  • 24/7 Online Booking — Clients book anytime, even while you sleep
  • Email & SMS Reminders — Automatic notifications reduce no-shows
  • Google Calendar Sync — Two-way sync prevents double bookings
  • Client Database — Store customer info and appointment history
  • Service & Pricing Setup — Unlimited services with custom durations and prices
  • Custom Business Hours — Set availability for each day of the week
  • Staff Calendars — Multiple staff members with individual schedules
  • Multi-Location Support — Manage multiple business locations
  • Appointment History — Track all past and upcoming bookings
  • Analytics Dashboard — View bookings, revenue, and trends
  • Block-Off Unavailable Times — Lunch breaks, vacations, personal time

Navigating Your Dashboard

Log in at yourbusiness.quickreserve.net/admin to access your admin dashboard. The main navigation includes:

  • Dashboard — Overview showing total services, upcoming appointments, and account status
  • Appointments — View and manage all bookings with status filters (Pending, Confirmed, Completed, Cancelled)
  • Customers — Access your customer database with contact details and appointment history
  • Services — Create and manage bookable services
  • Schedule — Set your business hours for each day
  • Analytics — View performance reports and booking trends
  • Locations — Add multiple business locations
  • Staff — Manage team members and assign them to services
  • Settings — Configure business info, branding, and booking policies
  • Preview — View your public booking page

Create Your Services

Go to the Services tab and click + Add Service. For each service, enter:

  • Service Name — What clients will see (e.g., "1 Hour Consultation")
  • Duration (minutes) — How long the appointment lasts
  • Price — Cost of the service (set to $0.00 for free sessions)
  • Description — Brief explanation of what's included

Click Save to add the service. Your services appear in a list showing name, duration, price, and status. You can Edit, Deactivate, or Delete any service at any time. Deactivated services won't appear on your public booking page but remain in your system.

Set Your Availability

Go to the Schedule tab to define when you're open for bookings. For each day of the week:

  • Toggle between Open or Closed
  • Set the start time and end time for open days

For example, set Monday-Friday from 9:00 AM to 5:00 PM, and mark Saturday-Sunday as Closed. Customers can only book appointments within these defined hours. Time slots outside your business hours won't appear as available.

Add Staff Members

Go to the Staff tab and click + Add Staff Member. Enter their details:

  • Name (required)
  • Email — For notifications
  • Phone — Contact number
  • Title/Role — Their position (e.g., "Senior Stylist")
  • Photo — Upload a profile image (JPG, PNG, WEBP)
  • Assign to Services — Select which services this staff member can perform

Customers can choose who they want to book with when multiple staff are available.

Add Locations

Go to the Locations tab and click + Add Location. Enter:

  • Location Name (required)
  • Street Address
  • City, State, ZIP Code, Country
  • Phone — Location-specific contact number

Add multiple locations if your business operates from different addresses. Customers can select their preferred location when booking.

Configure Your Settings

Click the Settings icon to access Business Settings with three sections:

Business Information:

  • Business Name, Email, Phone
  • Timezone — Ensure appointments display in correct local time
  • Address — Your business location

Branding:

  • Logo URL — Displayed on booking page and confirmation emails
  • Primary Color and Secondary Color — Applied to your booking interface

Booking Policies:

  • Cancellation Notice (hours) — Minimum time before appointment that customers can cancel
  • Booking Buffer (minutes) — Time padding between appointments
  • Max Advance Booking (days) — How far ahead customers can book
  • Minimum Advance Notice (hours) — Required notice before booking
  • Currency — USD, EUR, GBP, CAD, or AUD

View and Manage Appointments

Go to the Appointments tab to see all bookings. Use the Status Filter to view:

  • All Statuses — Every appointment
  • Pending — Awaiting confirmation
  • Confirmed — Approved appointments
  • Completed — Finished sessions
  • Cancelled — Cancelled bookings

Each appointment shows the customer name, service, date/time, and status. Click any appointment to view details or update its status.

Customer Database

Go to the Customers tab to access your complete customer list showing Name, Email, Phone, and total Appointments. Click any customer to view their full appointment history and contact information. This database grows automatically as customers book through your page.

Track Your Performance

Go to the Analytics tab to view business performance metrics:

Key Metrics:

  • Total Bookings — Number of appointments booked
  • Total Revenue — Income from paid services
  • Completed — Successfully finished appointments
  • Cancellations — Number of cancelled bookings

Visual Reports:

  • Bookings Over Time — Chart showing booking trends by date
  • Popular Services — Which services are booked most frequently

Filter by date range to analyze specific periods. Use these insights to optimize your service offerings and identify busy periods.

The Public Booking Experience

Share your booking link (yourbusiness.quickreserve.net) on your website, social media, or email signature. When customers visit, they see a professional 3-step booking process:

Step 1 — Select a Service: Services display as cards showing price, duration, and description. Customer selects one and clicks Continue.

Step 2 — Select Date & Time: An interactive calendar shows available dates. After selecting a date, available time slots appear based on your business hours and existing bookings. Customer picks a time and clicks Continue.

Step 3 — Your Information: Customer enters their Full Name (required), Email (required), Phone, and any Additional Notes. A booking summary shows the service, duration, date, and time for review.

Booking Confirmation

After clicking Confirm Booking, customers see a confirmation screen with their appointment details. The system automatically sends a confirmation email with all the booking information. The appointment immediately appears in your admin dashboard for management.

Common Questions

How do clients book appointments? You get a professional online booking page where clients can see your available times, select a service, and book instantly. Share the link on your website, social media, or email signature.

Will it remind clients of their appointments? Yes! Automatic email and SMS reminders are sent before each appointment. This dramatically reduces no-shows and last-minute cancellations.

Can I manage multiple staff members? Absolutely. Create separate profiles for each staff member with their own services and availability. Clients can choose who they want to book with.

Does it sync with my existing calendar? Yes! Two-way Google Calendar sync keeps everything updated in real-time. Appointments booked online appear on your calendar, and blocked times show as unavailable.

Can I set different services and prices? Yes. Create unlimited services with custom names, durations, prices, and descriptions. You control exactly what clients can book and how long each service takes.

Can I block off vacation or unavailable times? Definitely. Set your business hours for each day, and those are the only times available for booking. Closed days and times outside your hours won't appear as bookable.

Where do I log in to manage my bookings? Log in at yourbusiness.quickreserve.net/admin using the credentials sent to your email after purchase.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or issues with your appointment booking system.

Utah Business Solutions Premium Plugin Library Guide

Unlock instant access to over 1500 premium WordPress plugins and themes. One-click installs, automatic updates, and everything managed directly from your WordPress dashboard. Your custom-branded plugin is delivered instantly via email.

Enter Plugin Details

Customize your plugin installer with your own branding:

  • Plugin Name — The name that appears in WordPress (e.g., "Your Brand Premium Plugins")
  • Description — A short description shown in the plugin details
  • Author Name — Your name or company name
  • Logo URL — Link to your logo image for the plugin dashboard

Complete Payment

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to generate your custom plugin instantly.

Receive Your Plugin

After purchase, you'll receive your custom-branded plugin as a ZIP file:

  • On Screen — Download link appears immediately after payment
  • Via Email — ZIP file sent to your email address

Save this file — you'll upload it to your WordPress site.

Full Feature List

  • 1500+ Premium Items — Massive library of plugins and themes
  • Premium Page Builders — Elementor Pro, Divi, WPBakery, and more
  • SEO & Marketing Plugins — Yoast, Rank Math, and optimization tools
  • E-Commerce Extensions — WooCommerce add-ons and enhancements
  • Security & Backup Tools — Protection and recovery plugins
  • Form & Popup Builders — Lead capture and conversion tools
  • Speed & Optimization — Performance and caching plugins
  • Premium Themes — Professional website designs
  • Slider & Gallery Plugins — Visual content tools
  • Membership & LMS Tools — Course and membership platforms
  • One-Click Installs — No manual downloads or uploads
  • Automatic Updates — Always stay current with latest versions
  • 100% GPL Licensed — Legitimate, safe, and WordPress compatible

Download the ZIP File

Check your email inbox for a message containing your custom plugin. Download the attached ZIP file — this is your branded plugin installer ready to upload.

Upload to WordPress

  1. Log in to your WordPress admin dashboard (yourwebsite.com/wp-admin)
  2. Go to Plugins → Add New in the left menu
  3. Click the Upload Plugin button at the top
  4. Click Choose File and select your downloaded ZIP file
  5. Click Install Now and wait for the upload to complete
  6. Click Activate Plugin when prompted

Access Your Plugin Dashboard

After activation, your custom-branded plugin appears in the WordPress sidebar using the name and logo you configured. Click it to open the plugin dashboard where you'll see:

  • Your custom branding (name, logo, author, description)
  • A searchable table of 1500+ plugins and themes
  • Install buttons for each item

Browse Available Items

From your plugin dashboard, browse or search the library of 1500+ premium plugins and themes. Each item shows:

  • Plugin/theme name
  • Version information
  • Brief description
  • Install button

Install Plugins & Themes

Content Click Install on any item to instantly add it to your WordPress site. No downloading ZIP files, no manual uploads — everything happens directly in your dashboard with one click.

Automatic Updates

All installed plugins and themes receive automatic updates. As long as your subscription is active, you'll get:

  • Security patches delivered automatically
  • New features and improvements
  • Update notifications in your WordPress dashboard

Key Details

Content

  • Domain Locked — Each license works on one specific domain only
  • Active Subscription Required — Updates and library access require an active subscription
  • GPL Licensed — All items are 100% original, unmodified, and legitimately licensed
  • Existing Installs Remain — If subscription expires, installed plugins stay on your site but won't receive future updates

Common Questions

Are these plugins safe and legitimate? Yes! All plugins and themes are 100% original, unmodified, and licensed under GPL (General Public License). They're sourced directly from developers and regularly updated for security.

How do I install it on my website? You'll receive a single ZIP file to upload to your WordPress site — just like any other plugin. Once activated, a new menu appears in your dashboard with access to the entire library.

Do the plugins get updated? Yes! Automatic updates are included. As long as your subscription is active, you'll receive update notifications right in your WordPress dashboard, just like normal plugins.

Can I use this on multiple websites? Each license is tied to one specific domain. If you have multiple websites, you'll need a separate subscription for each one.

What happens if I cancel? If your subscription expires, access to the library and automatic updates will be disabled. Plugins you've already installed will remain on your site but won't receive future updates.

Is this easy to use? Incredibly easy. Browse the library, find what you need, click install. No downloading files, no manual uploads, no technical skills required.

Where do I get my plugin file? After purchase, the ZIP file is available immediately on screen and sent to your email. Download and save it to upload to your WordPress site.

How do I get support? Contact Utah Business Solutions support through the website if you have questions or issues with your plugin installer.