Your Infinity3 Platform Guide
Everything You Need To Use The Infinity3 Platform With Confidence
The simple way to find your feet and get the most out of the Platform.
Welcome to your help centre. Whether you are setting up the Platform for the first time or looking to learn a specific feature, this guide walks you through every step in a simple, friendly way. You will find quick explanations, practical examples and the answers to the most common questions asked by instructors and small business owners across the UK.
If you need support while you are working through the guide, you can contact us any time.
Your First Steps Made Simple
Getting Started With The Infinity3 Platform
If you are new to the Infinity3 Platform, this page guides you through every step. From setup to day to day tools, you will find simple explanations and clear next steps to help you feel confident using the system.
Quick Start Essentials:
Start Your Free Trial
Your free trial gives you full access to the Infinity3 Platform so you can explore features, test automations and see how everything works for your business. This section helps you get set up quickly so you can make the most of your 14 days.
Getting Started
This section covers the essentials. You will learn how to log in, access your dashboard, update your profile, adjust your settings and find your way around the tools you will use daily. If you are brand new to the Platform, begin here.
Launchpad & Integrations
This section shows you how to connect your key channels such as Google, Facebook, WhatsApp and your website forms. Once connected, everything flows smoothly into one place so your messages, leads and bookings are always in sync.
Phone Number Setup
Here you will learn how to set up your business number, manage call forwarding, check call history and use the softphone or desktop app. Ideal if you want clear call tracking or a dedicated number for your business.
Calendar & Bookings
Your calendar powers your appointments, availability checks and automated reminders. This section helps you set it up correctly and sync it with Google Calendar so bookings always match your real availability.
Inbox & Messaging
Every message arrives in one place. This section shows you how to use the unified inbox, manage replies, view conversation history and keep communication organised across email, SMS, WhatsApp, Facebook and webchat.
Automations & Workflows
Automations save time by handling follow ups, reminders, review requests and routine admin. This section explains how workflows operate, how to customise them and how to build new ones when your business needs them.
AI Assistant
The AI Assistant helps you answer enquiries, collect details and guide new leads while you stay focused on your work. This section shows you how to configure the assistant and keep the tone aligned with your business.
Chatbot (Website Widget)
Your website chatbot gives visitors a quick way to ask questions, get guidance and share their details. This section shows you how to install the widget and customise the messages it uses.
Conversation AI
Conversation AI helps you respond faster by writing suggested replies, drafting messages and improving the quality of your communication. This section helps you learn how it works inside your inbox.
Voice AI
Voice AI can handle incoming calls or make outbound calls on your behalf. It is ideal when you want to answer every enquiry, even when you are busy. This section explains setup and how to manage call flows.
AI in Workflows
AI actions can be added to workflows to generate messages, summarise notes, classify leads or handle more advanced tasks. This section teaches you how to use AI inside automations to save even more time.
Ask AI
Ask AI helps you understand conversations quickly by generating summaries, insights and next step suggestions. This section shows you how to use it effectively with contacts and messages.
CRM & Pipelines
Your CRM keeps your leads, clients and activity organised. Here you will learn how to manage contacts, update details, track progress and keep your pipelines clear so nothing gets missed.
Billing & Account Settings
This section covers the practical essentials such as updating your payment method, checking invoices, adjusting your subscription and managing your main account settings.
Pricing Transparency & Usage-Based Costs
A clear explanation of how platform pricing works, including usage-based items and what happens as your business grows. This section helps you understand costs so everything feels predictable and transparent.
Need Extra Help
We Are Here If You Need Us
If you need a hand with anything inside your account, or you want us to walk you through a setup step by step, just reach out and we will take care of it.