Getting started
Sign in, find your way around and set up your business in your first week.
10 articles
- 01What DukeOS isDukeOS is the AI operating system for business: CRM, operations, your website and messages in one app, with Duke, an AI teammate, built in.
- 02Setting up your business with DukeWhen you sign up, Duke asks a few questions about how you work, shows one plan to approve, and builds your app in about a minute. It stays a draft until you choose a plan.
- 03Signing inSign in with your email and password, add a two-factor code if you use one, reset a forgotten password, and how members sign in with an emailed code.
- 04Your first day: the Dashboard, Needs you and Today so farWhat you see on the Dashboard each morning: what needs you, how today is going, what Duke did, your goals and the month so far.
- 05Finding your way: the menu, search and SettingsThe menu, the top bar (search, Ask Duke, Create, the bell), your account menu, and what's in Settings.
- 06Inviting your team and giving them rolesAdd everyone who works for you in Team, give the ones who need it a login and a role, resend or cancel invitations, and switch off the login of people who leave.
- 07Your business name, address and brandSet your business name, country, time zone and currency, your logo and colours, and what your assistant is called.
- 08Connecting WhatsApp and emailEmail works from day one. Connect your WhatsApp Business number, get your first templates approved, and you're ready to message customers.
- 09Importing your customersBring your existing customers (and their memberships) in from a spreadsheet in a few minutes.
- 10The student offerThree months of DukeOS for a college or school project: how to apply, what's included and what happens after three months.
Still stuck?
Contact supportAsk Duke inside the app, or write to us and a person will help.
