AIDIN
How to use it

From your first file to your first fixed leak.

Twelve short steps. Each shows the real screen moving, so you know exactly what to press.

01Sign in02The menu03Upload or connect04Ask05Read the answer06Prepare actions07Approve08Give it to a teammate09Follow-ups10Results and lessons11Your data12Good to know
Step 01

Sign in

Sign in with the e-mail your company added you with. You land on Home: a greeting, one question box, and nothing else until you ask something.

  • Open AIDIN and sign in
  • A short walkthrough opens the first time; it waits at the bottom right after that (How it works)
Step 03

Bring your data: upload a file or tag a tool

In the question box on Home, press +. Attach files adds your sales export and your ads file (CSV or Excel). Connectors lets you tag a connected tool, like Salesforce or Meta Ads, so AIDIN reads its latest data. AIDIN only reads; nothing in your CRM changes.

Figure 3. Upload or connect, on the real screen.
  • Press + in the question box
  • Attach files, or open Connectors and pick a tool
  • Check the preview: AIDIN shows what each column means before anything is imported

Tip. Tag only Meta and AIDIN reads only Meta. Tag both and it reads both.

Step 04

Ask in your own words

Type a plain question and press send. While it works you see what it is reading: every row, every ad lead matched to its follow-up, every number checked before you see it.

Figure 4. Ask, on the real screen.
  • Start with "Where am I losing revenue this month?"
  • Ask follow-ups in the same chat
  • Every chat has its own address and stays under All chats; browser Back takes you Home
Step 05

Read the answer: what to fix first

The answer starts with how many leaks AIDIN found and how sure it is. Then the top three to fix, biggest first, and the gaps in your data that hold an answer back. Press See proof on a finding to see the exact records behind it. Names and phone numbers stay masked.

Figure 5. Read the answer, on the real screen.
  • Proven: shown by your records. Likely: holds, not yet proof. Open: needs more data
  • See proof shows the rows behind a number
  • Data gaps tell you what to log better next time
Step 06

Turn a finding into ready actions

Under a finding, press Prepare and review. AIDIN writes a ready action for each lead in it: a WhatsApp follow-up, a call task, or an ads change. Nothing is sent. Actions to approve then opens with only that finding’s leads.

Figure 6. Prepare actions, on the real screen.
  • Press Prepare and review these leads under a finding
  • Prepared once per upload; it stays prepared after a refresh
  • Each finding shows its trail: Needs review, Approved, Executed, Verified

Tip. Settings can prepare actions on their own after every upload. You still approve every one.

Step 07

Approve or reject, one by one

Each action says what AIDIN found and what happens when you approve it. Approve sends it on its way; Reject drops it. Sales and Marketing keep their own lists.

Figure 7. Approve, on the real screen.
  • Open Actions to approve from the menu
  • Pick Sales or Marketing, then a card
  • Approve or Reject each action
Step 08

Hand a finding to a teammate

Not yours to do? Press Assign under the finding and pick a teammate. They get a task in Work with the exact leads attached, and open them and their actions in one press.

Figure 8. Give it to a teammate, on the real screen.
  • Press Assign under a finding
  • Pick the person
  • They find it in Work, with the lead list
Step 09

AIDIN does the follow-up

Approved messages go out on WhatsApp, call tasks go to the right person, ads changes go to Meta. Every message is tracked: sent, delivered, read, replied, visit booked. In test mode nothing real goes out.

Figure 9. Follow-ups, on the real screen.
  • Replies show up next to the lead
  • Call tasks land in Work for your team
Step 10

See what worked, keep what works

Every 15 minutes AIDIN checks what happened after each action. When a pattern repeats it suggests a lesson, like "call buyers 3 hours before the visit". You approve a lesson before AIDIN uses it.

Figure 10. Results and lessons, on the real screen.
  • Open Results & lessons from Actions to approve
  • Approve the lessons you agree with
Step 11

Every lead, and every file, in Data

Open Data from the menu. Salesforce and Meta show every lead; Uploaded files shows each file you uploaded, row by row, under its own columns, with a filter and the rows that were left out and why. Analyse data opens Home with that data picked, ready to ask.

Figure 11. Your data, on the real screen.
  • Switch between Salesforce, Meta and Uploaded files at the top
  • Filter a file by a column, or search every column
  • Press Analyse data to ask about exactly that data
Step 12

Good to know

AIDIN never acts on its own. Nothing goes out without your approval, buyers who opted out are never messaged, you can pause Autopilot at any time, and your CRM records are never overwritten.

Figure 12. Good to know, on the real screen.
  • Pause or test mode: Settings
  • Your team and their WhatsApp numbers: Settings, then Team

Ready?

Sign in, press + in the question box, and add last month's sales and ads files.

Start with AIDIN