AE

AskElly Client Setup

Connect tools once. Run daily work from WhatsApp.
Live connector setup flow

Simple setup for business owners who do not want another app to live in.

Clients use this portal to connect tools, choose workflows, and set rules. After setup, approvals and daily requests stay inside WhatsApp.

1
Business profileIndustry, timezone, owner, team.
2
One-click connectionsEmail, calendar, CRM, storage, website, shop.
3
WhatsApp approvalsDrafts and yes/no approvals happen in chat.
4
Proof dashboardReceipts, task history, blockers, usage.

Business Profile

Enough detail for Elly to understand the account without making onboarding feel like paperwork.

Tool Connections

Connect starts with OAuth when available. If OAuth is not available for that provider/account, the connect link shows the API/private-integration steps directly.
Showing tools A-Z
Do not see your tool?
Request it here. Elly will classify the provider as OAuth first or API/private integration when OAuth is not available.

WhatsApp Setup

The app saves setup. Daily help starts in WhatsApp.

First Three Workflows

The client chooses three starter jobs from business operations modules. Each one captures the trigger, tools, approval rule, and proof Elly should send back in WhatsApp.
Listings Transactions Leads / CRM Client follow-up Marketing / social Admin / ops Team support
Workflow 1Inbox + replies
Workflow 2Leads + CRM
Workflow 3Admin cleanup

Follow-Up Templates

Starter templates can be branded per business and routed through email or WhatsApp approval before sending.
Customer status update
Vendor check-in
Lead follow-up
Company email signature
Elly
Business Operations Assistant
[Business Name]
On behalf of [Team / Owner]
support@example.com

Permissions

Approvals happen in WhatsApp. This page only sets the rules.
Email and messages
CRM updates
Calendar
Website / shop

Proof Dashboard

Owners can check receipts, but they do not need this page for daily approvals.
Selected tools0ready or saved
Open approvals3waiting in WhatsApp
Monthly usage$42example estimate
Email draft prepared
Waiting for WhatsApp approval from owner.
2 min ago
Google Calendar checked
Read-only proof saved for booking request.
18 min ago
CRM note skipped
Local ledger proof used to reduce API/workflow cost.
Today

Ready to launch WhatsApp groupchat

Enter the subscriber WhatsApp number that should be added to the group. AskElly and support are added automatically.