Learn how to create a new tool with QR codes, info pages, AI assistants, and feedback collection capabilities.
Who is this for?
Location managers who want to create customer engagement tools for their business.
Prerequisites
At least one location set up in your account
Access to the Tools page
NEEDS CONFIRMATION: Required permissions to create tools
What is a Tool?
Info Page: A mini-help page with links, files, and articles
AI Assistant: An AI-powered chatbot that answers customer questions
Feedback Collection: A system to collect and route customer feedback
Each tool has a unique QR code and link that customers can access.
Step-by-Step Instructions
1. Navigate to the Tools Page
Click on Tools in the sidebar navigation
Click the Add Tool button
IMAGE HERE (Screenshot of the Tools page showing the Add Tool button prominently displayed)
2. Enter Tool Name and Description
Enter a Tool Name (this is what you'll see in your dashboard)
Enter a Description (helps you identify the tool's purpose)
Click Next
IMAGE HERE (Screenshot of the first step showing the Tool Name and Description input fields with the Next button)
3. Choose Your Modules
Select which features you want to include in your tool. You can select both or just one.
A mini-help page made just for phones
Customers can quickly find your hours, menus, instructions, or videos
Like the smartest staff member you could hire
It chats with customers and answers most questions for you
Check the boxes for the modules you want to include
Click Next
IMAGE HERE (Screenshot showing the module selection step with checkboxes for Info Page and AI Assistant, including their descriptions)
4. Configure Feedback Settings
Note: Feedback is always enabled. However, you can ask for extra details if needed.
Ask customer for extra details (Optional)
Only use if specific info is needed to action feedback.
If you want to collect additional information:
Check Ask customer for extra details
Enter the Input Label: The name of the field the customer sees. It should describe what you want them to provide. Keep it short but clear. (e.g., "Room Number")
Enter the Placeholder: Example text shown inside the field before the customer types. It should guide them on the format or type of answer you expect. (e.g., "Room 1")
Click Next
IMAGE HERE (Screenshot of the feedback configuration step showing the optional extra details checkbox, Input Label field with example "Room Number", and Placeholder field with example "Room 1")
5. Choose Follow-Up Method
Pick how you want to follow up with customers after they leave feedback.
Everyone lands on a private thank-you page
No public review risk, but you miss SEO and social proof from public reviews
Happy customers are sent to Google or another review site, boosting your SEO and social proof
Unhappy customers are sent to a private feedback form so you can fix issues before they go public
IMAGE HERE (Screenshot showing both follow-up options with radio buttons: "Private Thank You Page" and "Send To Review Site")
#### If you selected "Send To Review Site":
Which star rating sends them to your review site?
Where should we send happy customers?
Enter the destination:
Click Next
IMAGE HERE (Screenshot showing the review site configuration with star rating dropdown (3+, 4+, 5+), destination selection (Google Business Profile or Custom URL), and the corresponding ID/URL input field)
6. Product Barcode (Optional)
Is this for a Manufactured Product?
For product manufacturers, not retailers or homemade items.
Select Yes or No
If Yes, optionally enter your Product barcode
Click Next or Create (depending on the wizard flow)
IMAGE HERE (Screenshot showing the manufactured product question with Yes/No options and the optional Product barcode field)
Expected Result
Your tool will be created and appear in your Tools list
A unique QR code will be generated for the tool
You can now access the tool to configure pages, AI settings, and alert contacts
The tool link and QR code are ready to share with customers
Common Mistakes
Skipping modules: If you don't select any modules, your tool will only have feedback collection. Consider adding an Info Page or AI Assistant for better customer engagement.
Wrong star rating threshold: Choose carefully - setting it to 5+ means only perfect ratings go to review sites, while 3+ sends more customers but includes lower ratings.
Incorrect Google Business Profile ID: Make sure you enter the correct ID format for your Google Business Profile.
Vague input labels: Make custom field labels clear and specific so customers know exactly what information to provide.
Troubleshooting
Can't click Next: Ensure all required fields are filled in before proceeding to the next step.
Google Business Profile not working: Verify your Google Business Profile ID is correct.
Custom URL not redirecting: Test your custom URL to ensure it's accessible and correct.
Tool not appearing: Refresh the Tools page. If it still doesn't appear, try creating it again.
Next Steps
After creating your tool: