For a new workspace, the EasyBiz Assistant leads your whole setup in the Set up your workspace chat on your Console home page. It learns what you sell and how your customers buy, proposes one plan for you to approve, then opens each setup step's card already filled in from your answers or your website. Later, you can ask it in plain language to change many settings for you. You review every change before anything is saved.
Two Ways to Set Up EasyBiz
Every setting in EasyBiz can be configured manually through the ⚙️ Settings pages — that is what most Help Center guides walk you through. But for many settings there is a faster path: ask the AI assistant to do it for you.
Both paths end in the same place. A setting changed by the assistant is exactly the same as one you change on the Settings page yourself. Use whichever is quicker for the task at hand.
If you have not met the assistant yet, start with Meet Your AI Assistant.
Before You Start
You need to be signed in to the EasyBiz Console. The assistant is the chat on your Console home page. On any other page, click ? (Help) at the top right and open the Assistant tab.
To approve changes, you need to be an owner or admin. Other team members can ask, but the change waits for an owner or admin to approve it.
Know what you want the end result to be — "GST at 9%, prices include GST" gets a better proposal than "fix my tax".
Your First-Time Setup
When you open the Console for the first time after signing up, the Assistant greets you in the Set up your workspace chat. This chat stays pinned on the left of the home page until setup is finished, so you can stop at any time and carry on later.
Share your website, if you have one. If you entered a website when you signed up, the Assistant reads it before it asks you anything. You can also paste your website address into the chat. It picks up your phone, email, address and logo, so your company details and brand cards open already filled in.
Tell it what you sell and how customers buy. Answer in your own words — for example "Laundry shop, walk-in counter, and we also do pickup and delivery". Ready-made starting setups exist for trades such as Laundry, Aircon Service and Home Cleaning. If your trade is not listed, the Assistant uses Other service and you add the services you sell.
Approve the plan. The Assistant shows one plan card: your trade and the ways you sell, such as Point of sale (POS) for your counter and Online Store for online booking. Check it and approve it, or reply with a correction.
Work through each step. The Assistant opens each step's card in turn, filled in from what you told it — your brand, company details, business unit, products and prices, payment methods, receipts, your POS shop, your Online Store, booking options and service areas. Check each card and save it. The Assistant then moves to the next step.
Skip what you don't need yet. Optional steps, such as adding your first staff member or connecting an online payment provider, can be skipped. Say "skip this for now" and the Assistant moves on.
To see what is left, ask the Assistant in the setup chat, for example "what's left to set up?".
If you also sell to other businesses on contract — a laundry washing linen for hotels and restaurants, for example — say so when the Assistant asks who you serve. It adds the steps for business customers to your setup: their own price list, the monthly invoice and your first business customer.
How Changes Work After Setup
Open the assistant and describe the change in plain language, including the exact values you want.
The assistant prepares the change and shows it as a card in the chat — you see what will change before anything is saved.
Review the proposal. If it is right, click Approve. If not, reject it or reply with a correction, and the assistant adjusts.
Once approved, the change is applied — the same as if you had saved it on the Settings page yourself.
You can also grow your business by chat later. For example, tell it "We also started doing bag repair at the same counter" or "Customers keep asking to book a pickup online", and it proposes the new business unit or Online Store and opens the steps for it.
What the Assistant Can Change for You
Today the assistant can propose changes to these areas. In every case, you review and approve before anything is saved:
| Area | Examples of what it can change |
|---|---|
| Company profile | Your registered business details, such as your address and contact details |
| Company tax and rounding | Your sales tax rate and how checkout totals are rounded |
| Brand profile | Your brand name, logo and colours |
| Payment methods | The custom payment methods your shop accepts, such as their names |
| Discounts and surcharges | The preset discounts and surcharges staff pick at checkout: change one, such as a member discount's percentage, or add a new one, such as a 10% opening discount |
| POS shops | A shop's name, code, contact details, address and brand; its opening hours; and which company owns it |
| Time windows | The pickup and delivery windows inside each online booking option. Check them under Settings › Bookings › the unit › the option |
| Service areas | Where each business unit offers pickup, delivery or on-site visits |
| Customer notifications | Which order, payment and delivery events send your customers a message |
| Your WhatsApp general settings and your automatic WhatsApp replies (auto reply rules) | |
| Store credit | Your store credit policy and top-up options (for example "pay $100, get $110") |
| Loyalty points | Your earning policy and the rewards customers can redeem |
| Receipt text | The wording on your sales order receipts |
| Custom fields | The fields your shop made for its orders and items: add a new field, rename one, or add and rename its choices. For example, "Add Chanel to the brands". To delete a field, use Settings › Custom Fields |
| Customer sign-up | Your rules for customer accounts, such as sign-up and consent |
| Customer Service Agent | Its reply style, guidance and the topics that always go to a person |
| Business answers | The shared answers about your business that your AI agents use |
| Website brief | The details the Design Agent builds your website from |
Discounts and surcharges, top-up options and rewards the assistant can also add for you. Say what you want, for example "Add a 10% opening discount", and the new one is on the card for you to approve.
For time windows, service areas and notifications, the assistant changes the ones you already have. To add a new one, it opens the settings form in the chat for you to fill in and save.
The assistant can also help you add new parts of your business — a new business unit, a new POS shop or a new Online Store. It asks for the details it needs, then shows you a card or opens the real form for you to check and save.
What It Can Only Guide You On
Some settings the assistant will explain and navigate you to, but will not change for you:
Price lists and price rules — see Create Price Lists. During first-time setup it can fill in your starter price list for you to confirm.
Message and document templates, other than your receipt wording
Business hours, deal pipeline stages and invoice numbering
For these, ask the assistant "where do I change this?" — it points you to the exact settings page, and in many cases can open the settings form for you so you only have to fill it in.
Example Requests to Try
Copy any of these into the assistant chat and adjust the details to your business:
"Set my company GST rate to 9%."
"Change the Member Discount at checkout to 15%."
"Update my company address to 123 Bedok Road, #01-01."
"Change our Tampines shop's Sunday opening hours to 10am to 4pm."
"Change our $100 store credit top-up so the customer gets $115 credit."
"Change the 500-point reward to $6 off."
"Change the thank-you message at the bottom of my receipts to 'Thank you! See you next week.'"
"Change our after-hours WhatsApp auto reply to say we open again at 9am."
"Add a 10% opening discount for staff to pick at checkout."
Check the Result
After you approve a change, verify it the same way you would check manual work:
The assistant confirms in the chat once the change is applied.
Open the matching ⚙️ Settings page and confirm the new value is there — for example, check Loyalty Points settings after approving a change to a reward.
For anything customer-facing (payment methods, time windows, receipts), run a quick test order at your POS to see it live.
If It Didn't Work
The assistant says it cannot make that change — the setting is likely in the guide-only list above. Do it manually on the Settings page; the assistant can take you there.
No Approve button appeared for you — approval is limited to owners and admins. Ask your account owner to open the chat and approve, or make the change manually.
The proposal has wrong values — do not approve it. Reply with the correction ("the rate should be 9%, not 8%") and review the new proposal.
You approved the wrong thing — open the matching Settings page and correct the value manually, or ask the assistant to prepare a new proposal with the correct value.
Frequently Asked Questions
Can the assistant set up my whole shop?
Yes, for a new workspace. It leads the whole first-time setup: it learns what you sell, proposes one plan for you to approve, then opens each step's card filled in for you to check and save. Each step still needs your save or approval.
I stopped halfway through setup. How do I carry on?
Open the Set up your workspace chat under Pinned on your Console home page and reply, for example "let's continue". To see what is left, ask "what's left to set up?".
Is setup by chat safer or riskier than doing it manually?
It changes the same settings as the Settings pages. You see the proposed values before anything is saved. Always check the proposal before approving it.
Who can ask for and approve a change?
Any signed-in team member can ask the assistant for help. Only an owner or admin can approve a settings change. Nothing is applied while it is waiting for approval.
Is there an audit trail?
Yes. An audit trail is a saved record of what happened. The proposal and final result remain in the assistant conversation. EasyBiz also records who approved the change and what was applied.
Can I undo an approved change?
There is no one-click undo in the assistant. Open the matching Settings page and change the value back, or ask the assistant to prepare a new proposal with the correct value. Review the current setting first in case someone changed it again later.
Why does it open a form instead of just doing it?
For some settings, the assistant opens the normal settings form for you. You enter and save the final values yourself. This is used when the setting needs your judgement, or when you are adding something new.
What's Next
New to the assistant? Start with Meet Your AI Assistant.
Prefer to do it by hand? Every area above has a manual guide — for example Setting Up Your Loyalty Points Program, Setting Up Tax and Rounding Rules, and Setting Up Time Windows and Daily Limits.