Documentation

Get started with Dopamine AI

Everything you need to set up your workspace and run your day: from connecting your channels to turning a conversation into a booked call and a paid invoice.

On this page

Video walkthrough

Prefer to watch? This 15-minute tutorial covers every step on this page. Jump to any chapter below.

Or watch on YouTube.

See it in action

Inbox

Where it all comes together: AI-assisted conversations that keep your leads, deals and appointments up to date automatically.

Every WhatsApp, Instagram and email conversation lands in the Inbox, tied to the right contact.

As the conversation moves along, DopamineAI runs your pipeline for you. It creates leads and deals from messages, moves them through every stage (from new inquiry to qualified, proposal, negotiation and won or lost), and handles appointments: booking, rescheduling and cancelling. Anything that needs your sign-off, such as a proposal, a price or a booking with approvals on, is drafted for you to approve.

Example: from first message to booked call

1A customer messages you, for example asking for a website. With Send instant reply on, DopamineAI has already answered.
2The panel on the right shows the contact and the inquiry DopamineAI created from the message.
3When the customer asks for a proposal, the AI drafts a reply for you. Review it, edit if needed, and click Approve & send. The deal moves to the next stage automatically.
4When the customer asks to book a call and approvals are on, the request waits for you in Activity. Approve it in one click.
5The appointment is created with a meeting link and appears in Appointments. Back in the chat, the customer has already received their confirmation.

Reply window: the timer on a conversation shows the 24-hour reply window, which applies only to WhatsApp and Instagram. With Gmail and Outlook you can message customers any time, including reaching out first.

Part 1 · Set up your AI

Onboarding

Create your account and let DopamineAI build a workspace tailored to how you work.

1Sign up with Google or Microsoft. Pick your account and allow access.
2Tell DopamineAI what you do. Choose your service type, add your website if you have one, and describe your business in a sentence or two.
3Set up your workspace. Give it a name (this is used as your business name), choose the currency you invoice in, and set your timezone. Sync current picks the timezone up from your browser.
4DopamineAI builds your workspace in a few seconds. Connect your tools straight away, or skip for now and go to your dashboard.

Your service type shapes the workspace: pipeline stages, labels (such as what leads and deals are called) and automations are set up to match the way your business works.

Integrations

Connect Google, Microsoft, Instagram and WhatsApp so every conversation lands in one inbox.

Go to Settings → Integrations. Each channel has its own Connect button.

Google and Gmail

1Click Connect on Google and review the permissions. DopamineAI uses them to read your contacts, manage your calendar and send email on your behalf.
2To bring your Gmail into DopamineAI, set up email forwarding by following the steps shown on screen.
3In Gmail, open Settings → Forwarding and POP/IMAP and click Add a forwarding address. Paste your DopamineAI forwarding address.
4Gmail sends a verification code to that address. Verify it in DopamineAI.
5After verifying, go back to Forwarding and POP/IMAP in Gmail and refresh the page.
6Select Forward a copy of incoming mail to, choose your DopamineAI forwarding address, and click Save changes.

Didn't receive the verification? In Gmail's Forwarding and POP/IMAP settings, click Resend email next to the pending forwarding address, then verify again.

Microsoft (Outlook)

Click Connect on Microsoft and approve access the same way, so your Outlook mail and calendar sync too.

Instagram

Click Connect, log in to the Instagram account you use for your business and allow access. Your DMs then land in the same inbox as everything else.

1Click Connect on WhatsApp and follow the Meta setup.
2Enter your WhatsApp Business number and verify it.
3Choose or create your business portfolio and add your business details.
4Open the WhatsApp Business app on your phone and scan the QR code. Your existing chats and contacts stay on your phone, and new messages flow into DopamineAI.
5Review what you're sharing and confirm. Your account is connected.

Once all four are connected, WhatsApp, Instagram, Gmail and Outlook are live in one place. You can disconnect any channel at any time from the same screen.

Knowledge Base

Teach the AI about your business so every reply sounds like you.

The knowledge base is what the AI reads before it replies to a customer.

1Under Knowledge, click Edit and describe your business, your services and how you work.
2Click Add knowledge for anything else customers ask about, such as pricing, policies or FAQs.
3Give each entry a label, add the context, and save.

The more specific your services, prices and policies are, the more questions the AI can answer instantly without needing you.

Automation Settings

Choose what DopamineAI handles on its own and what waits for you.

Open Settings → Automation. Each switch turns one behavior on or off.

Automation	When it's on
Email alerts	Sends you a digest by email when something needs your attention.
Approval needed for appointments	An admin must confirm any appointment before it's booked or changed.
Send instant reply	The AI answers non-sensitive messages automatically, so customers never wait.
Proposal draft generation	Writes a proposal for you as soon as a deal is manually moved to the Proposal stage.
Auto-invoice on won deal	Creates a draft invoice the moment a deal is marked Won.
Auto-create deal on qualified lead	Turns a qualified lead into a deal, carrying over the contact and value.

Anything involving money, dates or a custom promise is prepared for your approval, so nothing goes out that you didn't mean.

Part 2 · Your AI-run pipeline

Contacts

Every client and lead in one place, with everything linked to them.

Add contacts

1Click Add Contact to create one, or Bulk to import many at once.
2Enter their name and company, then at least one way to reach them: email, phone or WhatsApp number, or Instagram handle. Add a short description if it helps.
3Save, and the contact appears in your list.

People who message you on a connected channel are added as contacts automatically. Use the channel filter in the list to find people quickly.

The contact page

Open a contact to see everything about them: contact details, related contacts, notes and an activity timeline. The tabs along the top show their linked inquiries, projects, tasks and appointments. Click the edit icon to make changes.

Related contacts

Link related contacts such as colleagues or referrals. Related contacts are connected to the same inquiries, projects, tasks and invoices, so everyone and everything behind a client sits in one view.

Leads, Deals, Payments & Invoices

Follow one opportunity from first inquiry to won deal, invoice and payment.

Leads and deals are named to fit the business type you chose at onboarding. In the examples below, leads are Inquiries and deals are Projects. Rename them any time in Settings → Text Mapping.

Create a lead

1Click Add Inquiry and give it a title, source, stage and estimated value.
2Pick an existing contact or enter a new one. If they already exist, DopamineAI matches them automatically.
3Assign it to a teammate and save.

Filter your inquiries by date created, stage and assignee.

Qualify it and turn it into a deal

When a lead looks promising, change its stage to Qualified. With Auto-create deal on qualified lead switched on, a project is created for you. Projects move through stages from New project to Proposal sent, Negotiating, and finally Won or Lost.

You can also add a project manually, with a fee, currency and expected close date.

Send a proposal

1Move a project to the Proposal stage. DopamineAI drafts the proposal for you.
2Review the draft and edit anything you like.
3Send it to the client by preferred channel in one click.

Win the deal

When the client says yes, mark the project as Won. A task is created automatically to start the work, and with Auto-invoice on won deal on, a draft invoice appears in Invoices, ready for you to check.

Invoice and get paid

1Open the invoice to adjust line items, dates or notes, then save.
2Copy the payment link and send it to your client. They see a clean, branded invoice they can pay online.
3When they pay through Stripe or Razorpay, the payment is recorded in Payments automatically and the invoice's pending amount updates.

Record a payment made outside the link

Go to Payments and click Record Payment. Enter the amount, method and status, add a reference, and link it to the invoice. Every payment is listed here with its own timeline, so you always know what was paid, when and how.

Tasks & Appointments

Schedule meetings, track to-dos and see your day at a glance on the Activity dashboard.

Appointments

1Open Appointments and click New Appointment.
2Add a title, attach the contact and assign a teammate. The assignee is notified by email.
3Pick the date and time, add any notes, and click Create Appointment.

Appointments are grouped under Today, Tomorrow, Upcoming and Past. Each one is added to your calendar provider automatically: Google Calendar with a Meet link, or Microsoft Calendar if you chose Microsoft, with the contact invited. Open any appointment to see the contact, meeting link, notes and its activity timeline.

Tasks

Tasks lists your to-dos by due date, with filters for status, priority and assignee. To create one, set its priority, assignee, linked contact and due date.

Activity

Activity shows your day at a glance: today's appointments, pending invoices, projects, inquiries and anything waiting for your approval.

Part 3 · Admin

Payment Setup

Link Stripe or Razorpay so clients can pay your invoices online.

Go to Settings → Payments and connect the provider you use to get paid.

Provider	What you need
Stripe	Click Connect and paste your Stripe secret key.
Razorpay	Enter your API key and API secret, then click Connect.

Once a provider is connected, invoices can be paid online. Payments made through the invoice link are tracked in Payments automatically and the invoice's pending amount updates by itself.

General Settings

Your workspace identity, currency, business days and hours, calendar, timezone and contact sync.

Open Settings → General.

Setting	What it does
Workspace icon and name	Your workspace name is used as your business name, and appears with the icon for you and your team.
Currency	Used across invoices, payments and reports.
Appointment gap	The minimum time between bookings, from none up to two hours.
Business days	The days you're open. Used for chat bookings, inquiries and FAQ replies.
Business hours	Your opening and closing times. Switch on Open 24 hours if you never close.
Calendar provider	Where DopamineAI marks your appointments, tasks and deal dates: Google or Microsoft. With Microsoft selected, appointments go to your Microsoft calendar.
Timezone	Used by chat automations to schedule messages and follow-ups in local time.
Contact sync provider	Pick Google or Microsoft, and every new contact is created there automatically. Use Sync now to update it straight away.

Delete workspace sits at the bottom of this page. Deleting a workspace removes all of its data and cannot be undone.

Team Management

Invite teammates and give each person the right access.

1Open the Team tab to see everyone in your workspace.
2Click Invite member and enter their email address.
3Pick a role (see below).
4Click Send invite. They'll receive an email to join your workspace.

Role	Access
Admin	Can manage everything, including settings and approvals.
Member	Can access the workspace and contribute.
Viewer	Can view, but not change anything.

You're all set

Your workspace is ready. Start turning conversations into customers. Questions? Email [email protected].

Open Dopamine AI