Guides for running your business with KullGrid.

Practical guidance for connecting WhatsApp conversations to bookings, product sales, payments, customer portals and your team.

Workflow guide

How a conversation becomes completed work

Follow the authority steps from a natural-language request to a valid booking, order, payment, and handoff.

Read the workflow Buyer guide

Choose the right customer portal

Understand when a conversation should continue in booking, order, combined checkout, or human review.

Compare portal paths Trust guide

Evaluate AI selling with clear boundaries

Ask what recommends, what validates price and stock, what requires confirmation, and when a person takes over.

Review the boundaries

Guide 1, conversation to work

Separate a helpful conversation from a firm commitment.

A reliable workflow moves through five stages. The conversation can identify what the customer wants, but the next state advances only after the relevant checks pass.

UnderstandCapture the service need, product interest, timing, budget and customer context.
CheckConfirm staff, availability, stock, price, policy and required details.
CollectApply the correct deposit, payment, milestone or approved offline option.
ConfirmCommit the booking, order or combined purchase only after the checks pass.
Hand offAssign the service, pickup, delivery, fulfilment or human review.

Guide 2, customer portals

Give customers a clear next step beyond the chat.

Portals continue the WhatsApp conversation in a structured way. They do not replace it. Use the one that matches the decision the customer needs to make.

Public booking portalService choice, availability, intake questions and appointment confirmation.

Customer order portalProduct choice, checkout, fulfilment and order activity.

Team workspaceConversations, bookings, orders, payments, assignments and control for your staff.

Guide 3, controlled AI selling

Ask who owns the truth behind every recommendation.

Useful AI can explain your options and prepare the next step. A careful evaluation checks what controls price, stock, promotions, payment, fulfilment and customer confirmation.

Which catalogue and customer data does the recommendation use?
Are the current price and stock checked before the customer confirms?
Can a cart or order change without the customer confirming it?
What happens when a promotion, refund or sensitive request is outside policy?
Can an authorised person take over with the full context?

Bring your real questions to the demo.

The most useful evaluation starts with your services, rules and exceptions, not a generic list of AI features.

Which enquiries arrive through WhatsApp today?
What makes a service, product, staff member, location, slot or price valid?
When is a deposit, milestone or full payment required?
Which people need visibility, assignment, approval or takeover?
Which booking, order, pickup, delivery or follow-up states must stay visible?

Try the workflow with your own business.

Turn these questions into a saved workspace, then start the seven-day trial when your essential setup is ready.

Start free trial Book a demo

Seven days of Growth, up to 100 AI responses and no card. The trial starts only after setup.