Tailored setup guide
If your business does not fit a ready-made industry, pick "Tailored to your business" during setup and describe your business in one sentence. inTusell suggests pipeline stages, how to address your customers, how you work and custom fields; after sign-up you edit them in My business › Business Info › Industry settings.
Who this is for
- Businesses that do not find a matching industry in the list
- Businesses that call their customers something else, such as client, student or member
- Teams that want their own pipeline stages
Before you start
- A one sentence description of your business
- A phone running your business WhatsApp
Sign up and the setup wizard
The wizard has three steps: Company, Channel and Ready. You can skip the channel step and finish it later in the panel.
- 1
Create your account
Sign up on intusell.com. Your account opens with a 14 day trial.
- 2
Tell us about your company
On the "Company" step enter your business name and pick "Tailored to your business" under "Industry". Add your website if you have one: the AI reads it to learn your products, prices and FAQs.
- 3
Describe your business in one sentence
When you pick "Tailored to your business" a box opens for a one sentence description. Write what you sell or which service you offer and click "Prepare my suggestion". If you entered your website, the suggestion can use it too.
- 4
Connect WhatsApp or skip for now
On the "Channel" step click "Show the QR code" and scan it with the phone that runs your business WhatsApp. You can also skip this step and connect Instagram later.
- 5
Review how the AI will talk
The "Ready" step shows the tone, the first message and the priorities of your AI. "Go to the dashboard" opens the panel; "Edit" opens the AI settings.
Review your suggestion
- 1
Our suggestion
The suggestion shows the customer word, how you work (appointments, orders, quotes or reservations), the pipeline stages and custom fields. It is applied when you finish sign-up.
- 2
Closest ready-made industry
If your business is very close to a ready-made industry, a card suggests it. Choose to continue with that industry or with your own setup; the choice is yours and nothing switches on its own.
- 3
Too many suggestions
You can ask for a suggestion at most 5 times in 10 minutes. If you hit the limit, wait a few minutes or continue without a suggestion.
Connect your channels
- 1
WhatsApp with QR
Go to My business › Channels › Messaging Channels and click "Connect with QR". On your phone open WhatsApp › Settings › Linked devices › Link a device and scan the code. Your phone keeps working alongside the panel. The official WhatsApp line (Cloud API) opens after Meta approval; today QR is the way to connect.
- 2
Instagram through Meta
On the same page, in the "Meta Platforms" card, click "Connect All" or the "Instagram" tile. Log in with the Facebook account that manages your business Page. In the Meta window tick your Page and your Instagram account, then approve.
- 3
Check the connection
After you return to the panel the Instagram card shows as connected. If a warning appears, it says what is missing and has a "Reconnect" link.
Fill the knowledge base
The AI answers from your knowledge base. Add your services or products, pricing and FAQs.
- 1
Open the Knowledge Base
Go to My business › Knowledge › Knowledge Base.
- 2
Add your sources
Upload files (PDF, Word, Excel, CSV, TXT or images, up to 50 MB), scan your website (it can take 2 to 5 minutes), import your Instagram profile (your last 100 posts) or add a sales call recording.
Edit your industry settings
- 1
Open Industry settings
On My business › Business Info find the "Industry settings" card. It shows only for the "Tailored to your business" industry.
- 2
Edit the fields
Edit the short description, what you call a customer (singular and plural), how you work, what an appointment is called, custom fields (shown on the contact card) and two messages: the first follow-up to a customer who went quiet and a sentence added to the day-before reminder. These two messages are sent in Turkish.
- 3
Suggest again or save
"Suggest again from this description" fills the form with a new suggestion but does not save it. Review it, then click "Save". Only owners and admins can save.
Pipeline stages
- 1
Edit the stages
In Industry settings the pipeline can have 2 to 6 stages. Won and Lost always come last.
- 2
When there are deals
If your pipeline has deals, only stage names and order can change; stages cannot be added or removed. For different stages, set up a new pipeline on Conversations › Sales Pipeline.
See the AI’s first reply
- 1
Try it in AI Test
Go to My business › Instructions › AI Test and write the questions your customers ask. Check that the answers use your knowledge base.
- 2
Send a real message
From another phone, send a message to your connected WhatsApp number or Instagram account. The conversation appears under Conversations › Inbox with the AI’s reply.
Daily use
- 1
Start from Today and Decisions
Today shows what needs attention. Decisions collects the questions the AI asks you, for example before a cancellation or when it does not know the answer.
- 2
Follow your work in Appointments
The Appointments room is where your daily work lives. If orders come first in how you work, this room is Orders. Conversations keeps the Inbox, Contacts and the Sales Pipeline.
- 3
Choose how much the AI does
In My business › Instructions › AI Settings › "Advanced AI Settings" pick the AI mode: Intern (the default) sends replies itself and asks you before a cancellation or refund and when it does not know the answer; Senior also handles cancellations and refunds; Full approval waits for your approval before every reply (web chat and email replies still go out directly).
- 4
Take over a single conversation
Inside a conversation you can switch it to Live, Approval, Shadow or Paused. The change applies to that conversation only.
Things to keep in mind
- The suggestion is only a start; after sign-up you can change every field in Industry settings.
- If orders are not part of how you work, the menu hides Orders and Store Integrations.
- The follow-up and reminder messages are sent only in Turkish; English conversations use the standard text.
- If a ready-made industry really fits, choosing it gives a richer setup; that is why the suggestion card appears.
Common problems and fixes
- Problem: I cannot see the Industry settings card.
- Fix: The card shows only when your industry is "Tailored to your business"; check your industry in My business › Business Info.
- Problem: I cannot remove a stage.
- Fix: Stages cannot be removed while the pipeline has deals. Set up a new pipeline on Conversations › Sales Pipeline.
- Problem: The suggestion button is disabled.
- Fix: Write at least 3 characters in the box.
- Problem: No suggestion came back.
- Fix: Add a little more detail (what you sell and how customers reach you) or continue without a suggestion and set things up later.
Frequently asked questions
What do I pick if no ready-made industry fits?
Pick "Tailored to your business" during setup and describe your business in one sentence; inTusell suggests a setup.
Can I change the suggestion later?
Yes. You can edit every field in My business › Business Info › Industry settings.
Does inTusell switch me to a ready-made industry on its own?
No. If a close ready-made industry exists it only suggests it; you decide.
Can I change the pipeline when there are deals?
You can change stage names and order, but not add or remove stages. For that, set up a new pipeline on the Sales Pipeline page.
Do I write the follow-up and reminder messages?
If you want to. The first follow-up and reminder sentence you write in Industry settings are sent as written in Turkish conversations; leave them empty to use the standard text.
Related guides and articles
Other industry guides
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