Infinity3 Platform Help & How-To Guides
Whether you’re just getting started or need help with a specific feature, our step-by-step guides make it easy to get the most from your Infinity3 Platform. Browse the topics below or get in touch if you need extra support.
Your First Steps Made Simple
Getting Started with the Infinity3 Platform
Not sure where to begin? No worries — this page has everything you need to get up and running. From phone setup to automations, follow the step-by-step guides below to make the most of your Infinity3 Platform.
Quick Start Essentials:
Verify your login & profile settings
Set up your business phone number
Create your first booking calendar
Launch your website chat widget
Verify your login & profile settings
Set up your business phone number
Create your first booking calendar
Launch your website chat widget
Build your first automation
Start using the All-In-One Inbox
Add or check your billing details
Build your first automation
Start using the All-In-One Inbox
Add or check your billing details
Start Your Free Trial
Just started your free trial? Welcome — you’re in the right place.
Before diving into all the features, follow these three simple steps to set your platform up properly. This short setup process helps us tailor everything to your business so you can start seeing results faster. Think of it as your launchpad — once these are done, you’ll be ready to explore, automate and grow with Infinity3.
As soon as you signed up, you should have received a welcome email and a quick SMS from us.
The email contains two important next steps (don’t worry, they only take a couple of minutes):
- Complete Your Onboarding Form
This helps us tailor the platform to suit your business. The better we understand what you need, the more we can help. - Book Your 1:1 Success Call
This is your personalised onboarding meeting — a relaxed Zoom session where we show you around, answer questions and make sure everything’s working for you.
👉 If you haven’t done these two things yet, take a minute to tick them off now.
They’re what unlock the full power of the platform.
Once your onboarding form is complete, we’ll begin customising your account behind the scenes.
You’ll also get a quick confirmation email letting you know we’ve received your form and are getting to work.
You’ll get confirmation (by SMS and email) with all the details for your Zoom onboarding meeting. We’ll also send reminders leading up to the call so it’s easy to stay on track.
What we’ll cover on the call:
- A quick walkthrough of the Infinity3 Platform
- How your CRM, automations and AI tools work
- Setting up your Inbox, Calendar and Pipeline
- Connecting things like your website, forms and socials (if needed)
- Answering any questions or showing you how to do something specific
- Making sure you feel confident and supported before you go any further
You don’t need to prepare anything in advance — just join from a desktop or laptop if you can, so we can screen share easily.
Getting Started
Learn how to log in, verify your account, and begin using the Infinity3 Platform.
Welcome to the Infinity3 Platform!
To get started, simply log in using the email address you signed up with.
Steps:
- Go to https://app.infinity3.ai
- Enter your email address and password
- If prompted, verify your login with the code sent to your email or phone
- You’ll be taken straight to your Dashboard
Tip: Bookmark the login page so you can return easily next time.
To make sure your account is secure and fully functional:
- After logging in, click your profile icon (top-right corner)
- Select “My Profile”
- Ensure your name, email address, and phone number are correct
- If verification is required, follow the on-screen prompts
Note: Verifying your email and phone helps unlock features like messaging and call tracking.
Your dashboard is your command centre. Here’s what you’ll see:
- Navigation Menu (Left Side): Access key areas like Conversations, Calendar, Contacts, Automations, and Settings
- Quick Stats/Widgets: View recent activity, appointments, and lead activity at a glance
- Top Bar: Notifications, search, and profile settings
Tip: Hover over icons in the sidebar for quick tooltips, or click the menu toggle to expand it fully.
Before diving in, take a moment to personalise your profile.
- Click your profile photo (top-right corner)
- Select “Business Info” or “Company Settings”
- Upload your logo and enter your business name, email, phone, and timezone
- Save changes
Why this matters: These details are used for automations, emails, appointment reminders, and more.
The Infinity3 Platform brings everything together. Here’s what’s included:
- Inbox: Unified messaging for email, text, and web chat
- Phone: Manage calls, voicemails, and call tracking
- Calendar: Booking pages, availability, reminders
- Contacts: CRM and lead tracking
- Automations: Set up workflows to follow up with leads and clients
- Chatbot: Engage visitors on your website automatically
You don’t need to set everything up at once — just start with what matters most to your business.
Launchpad & Integrations
The Infinity3 Platform connects seamlessly with the tools you already use. This section shows you how to get each integration up and running quickly — from connecting your social accounts to setting up payments and messaging.
Available on both Android and Apple devices, the app gives you instant access to your system, wherever you are.
It’s fully connected to your desktop account, so everything stays in sync. From managing conversations and contacts to handling appointments, calendars, invoices, and sales — it’s all there in your pocket.
You’ll also get real-time push notifications and access to our built-in calling system, making it easy to stay responsive, even when you’re away from your desk.
Use the links below to download the app to your device:
Integrating your Google Business Profile lets you manage reviews, respond to messages, and track engagement — all from one place.
To connect:
- Go to Settings > Integrations inside the Platform.
- Click Connect next to Google.
- Sign in using the Google account that manages your Business Profile.
- Select the business location you’d like to link.
Once connected, you’ll be able to:
- View and reply to Google reviews
- Manage your business profile messaging (if enabled)
- Monitor performance insights from your GBP dashboard
Tip: Make sure your business is verified in Google Business Profile before connecting, otherwise it won’t show up.
Linking Facebook to the Infinity3 Platform lets you manage Messenger conversations, sync your leads, and create more targeted automations.
To connect your Facebook account:
- Go to Settings > Integrations inside the Platform.
- Click Connect next to the Facebook logo.
- Log in to the Facebook account that manages your Facebook Page and Ad Account.
- Follow the prompts to allow the necessary permissions.
- Select the Facebook Page(s) you’d like to connect.
Once set up, you’ll be able to:
- Manage and reply to Facebook Messenger conversations in your inbox
- Automatically add Facebook leads into your CRM
- Run Facebook Ads that sync with your automations and workflows
Note: Make sure you have admin access to the Facebook Page before trying to connect it.
The Webchat Widget lets website visitors send you a message directly from your site — and those chats land straight into your Infinity3 inbox.
To set up your Webchat Widget:
- Go to Sites > Chat Widget inside the Platform.
- Click the Get Code button and copy the embed script.
- Paste this code into your website’ssection (or send it to your web developer).4. Customise the widget colours, greeting message and placement to match your branding.
Once installed, visitors can start a conversation in just a click — and you’ll be able to reply via the Conversations tab in real time or automate follow-up responses.
Pro tip: Use automations to instantly follow up with leads who message you via the chat widget.
Want to send and receive messages via WhatsApp inside the Infinity3 Platform? You’ll first need to connect your WhatsApp Business account. Here’s how to get started.
Step 1: Go to Settings > WhatsApp
In the left-hand menu, click Settings, then select WhatsApp from the submenu. If you don’t see this option, let us know and we’ll enable it for you.
Step 2: Click “Start Setup”
You’ll be taken through a short onboarding flow provided by WhatsApp (via Meta). Click Start Setup and follow the prompts. Make sure you’re logged into Facebook with the right account.
Step 3: Connect to a Facebook Business Account
You’ll need an existing Facebook Business account (with admin access) and a verified Business Manager. If you don’t already have this setup, you’ll be prompted to create one.
Step 4: Add Your WhatsApp Business Phone Number
Choose an existing number or create a new one. Important: This number must not already be connected to WhatsApp (personal or business). If it is, you’ll need to delete the WhatsApp account from that number before using it here.
Step 5: Complete the Verification
You’ll receive a 6-digit code by SMS or voice call. Enter this to verify the number.
Step 6: Done!
Once verified, the number will be connected and you can start sending WhatsApp messages via workflows, conversations and more.
Note: WhatsApp messaging uses “Message Templates” for outbound messages. You can manage and request templates under the WhatsApp Templates tab in your settings.
Need help choosing a number or managing your WhatsApp templates? Just drop us a message and we’ll walk you through it.
Stripe is the payment gateway we use to handle transactions — whether you’re selling products, services, memberships or collecting deposits.
To connect your Stripe account:
- Go to Settings > Integrations inside the Platform.
- Find Stripe in the list and click Connect.
- You’ll be taken to Stripe’s secure site — log in or create a Stripe account.
- Follow the steps to authorise the connection.
- Once done, you’ll be redirected back to the Platform and your Stripe account will be linked.
You can now:
- Accept payments via funnels, forms, and invoices
- Track transactions inside your dashboard
- Automate receipts and follow-ups
- Create recurring payments or subscriptions
If you don’t already have a Stripe account, you can create one during the setup process — it only takes a few minutes.
Phone Number Setup
Set up your business phone number for calls, texts, and tracking.
Before you can activate a phone number in the UK, you must submit a Regulatory Bundle and Address Bundle. This is a legal requirement to verify your identity and business address.
⸻
Step 1: Navigate to Regulatory Bundle/Address
- Go to Settings > Phone Numbers
- Click the tab at the top labeled Regulatory Bundle / Address
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Step 2: Create a Regulatory Bundle
- Click the + Create button (top-left)
- Choose Regulatory Bundle
- Select Country (e.g. United Kingdom)
- Choose Number Type — we recommend Mobile
- Upload your documents (e.g. photo ID, utility bill, business registration)
- Fill in the required business details
- Submit the bundle for review
Note: Approval may take up to 72 hours.
⸻
Step 3: Create a New Address
- Click the + Create button again
- Choose Address Bundle
- Enter your full address details: Business/Individual Name, Street Address, City, Postal Code, and Country
- Submit for review
⸻
Step 4: Assign the Bundle When Purchasing a Number
When you go to add a new number, you’ll be prompted to select an approved Regulatory Bundle and Address during checkout.
Once your bundles are approved, you can purchase a number for calls and messaging.
Steps:
- Go to Settings > Phone Numbers
- Click + Add Number
- Choose your country and number type
- Select a number from the list
- Assign your approved Regulatory Bundle and Address
- Complete the setup
Tip: We recommend a Mobile number for versatility and better SEO — mobile numbers are typically around £0.85/month and allow both SMS and calls.
Want calls to ring through to your mobile or office?
- Go to Settings > Phone Numbers
- Click your purchased number
- Scroll to the Call Forwarding section
- Toggle ON and enter the forwarding number
- Save your changes
To enable call recording:
- Go to Settings > Phone Numbers
- Click the number you want to manage
- Scroll to Call Recording Settings
- Toggle recording ON for incoming and/or outgoing calls
- Save
Note: Ensure you’re compliant with call recording laws in your region.
- Go to Settings > Phone Numbers
- Select your number
- Scroll to Voicemail Settings
- Upload a greeting (MP3/WAV) or record directly
- Save your changes
Customise how incoming calls are handled:
- Forward to a mobile or landline
- Send to voicemail after X rings
- Route to specific team members
- Trigger automations or alerts
Access these under: Settings > Phone Numbers > [Your Number] > Call Handling
Calendar & Bookings
Sync calendars, manage appointments, and streamline your availability.
To create a calendar:
- Go to Calendars in the left-hand menu
- Click + Create Calendar
- Choose a Single Calendar (for one person) or a Round Robin (for teams)
- Add a calendar name (e.g. “Appointments”)
- Set your duration, buffer time, and availability
- Customise your confirmation and reminder settings
- Save and publish your calendar
Note: You can create multiple calendars for different services, appointment types, or team members.
To connect:
- Go to Settings > Integrations
- Find the Google section and click Connect
- Follow the Google sign-in process and grant permissions
- Once connected, return to your calendar settings and enable syncing
You can choose:
- One-way sync (Google → Infinity3 Platform)
- Two-way sync (Google ↔ Infinity3 Platform)
Note: This is optional, but recommended if you already use Google Calendar.
Your calendar won’t work unless it knows when you’re available.
To set your availability:
- Go to Calendars > [Your Calendar]
- Open the Availability tab
- Set the days, time slots, and time zone
- Add buffer time before or after meetings if needed
- Save your settings
Want to block time for holidays or breaks? Add custom date overrides.
Each calendar comes with a unique booking link you can share with leads or embed on your website.
- Go to Calendars > [Your Calendar]
- Copy the booking link from the Overview tab
- Paste it into emails, messages, your website, or social media
Alternatively, embed the calendar directly on a webpage for a seamless experience.
Automatically confirm bookings and send reminders to reduce no-shows.
To configure:
- Go to Calendars > [Your Calendar] > Notifications
- Set up your confirmation email/SMS
- Add reminder messages (e.g. 24 hours and 1 hour before the appointment)
- Customise the message text using contact fields like name, service, and time
- Save
These notifications can go to the contact, the assigned staff member, or both.
See who’s booked with you and manage upcoming appointments.
- Go to Calendars > Appointments
- Use the filters to search by date, contact, or calendar
- Click on an appointment to:
- Reschedule
- Cancel
- Add notes
- Mark as completed or no-show
Inbox & Messaging
Centralise your conversations across email, text, and chat.
he Inbox brings together all your conversations — from email, SMS, calls, and even web chat — in one place.
To access it:
- Click Inbox from the left-hand menu
- You’ll see a feed of all recent conversations sorted by most recent
- Click on a contact to open the full thread of messages, including:
- Text messages (SMS)
- Emails
- Calls (including recordings)
- Facebook & Instagram messages (if connected)
- Web chat messages
You can respond directly within the Inbox using text, email, or even initiate a call.
You can send messages via SMS or email right from the Inbox.
To send a message:
- Open the Inbox
- Click on an existing contact OR click + to start a new conversation
- Choose the method (SMS or Email)
- Type your message and click Send
You can also insert saved templates or emojis, and attach files when sending emails.
Save time by using message templates for common replies or follow-ups.
To create or use a template:
- Go to Settings > Templates > Messaging
- Click + New Template
- Enter a name, subject (for email), and message body
- Use contact variables like {{contact.first_name}} to personalise
- Save
When composing a message in the Inbox, click the template icon to insert one.
Keep your Inbox organised with tags and filters.
- Apply Tags to group conversations (e.g. “New Lead”, “Follow-Up”)
- Use Filters to view only unread messages, recent conversations, or messages assigned to a specific user
- Mark messages as read/unread, archive old threads, or assign them to another team member if applicable
Tip: Tags can also be used in automations to trigger actions or segment contacts.
All calls made through your Infinity3 Platform number are automatically logged in the Inbox.
To access:
- Open the Inbox
- Find the contact or conversation thread with the call
- You’ll see:
- Call time and duration
- Caller ID
- A playback option for recorded calls (if enabled)
- Missed calls and voicemails
This is a great way to review conversations or track missed opportunities.
Voicemails left on your Infinity3 number appear automatically in the Inbox.
- Voicemails appear with a “Voicemail” tag
- You can play, download, or delete them directly from the message thread
- If enabled, you’ll also receive email/SMS notifications when a voicemail is received
Tip: You can also trigger automations (e.g. send a follow-up text) when a voicemail is received.
Automations & Workflows
Follow-ups, reminders, task creation, appointment messages… all the little things that eat up your time. The Infinity3 Platform helps you build workflows that run in the background so you can focus on actually growing your business.
Automations (also known as workflows) help you streamline repetitive tasks and deliver timely messages without manual effort.
Use automations to:
- Send welcome emails or texts to new leads
- Remind contacts about appointments
- Assign leads to your sales pipeline
- Trigger follow-ups after a call or form submission
- Tag contacts based on actions
Think of automations as your 24/7 assistant — working behind the scenes to keep your business running smoothly.
To create a basic automation:
- Go to Automations in the left-hand menu
- Click + Create Workflow
- Choose a blank workflow or a template
- Give your workflow a name (e.g. “New Lead Follow-Up”)
- Set a Trigger — this is what starts the workflow (e.g. form submitted, appointment booked, tag added)
- Add Actions — such as sending an email, SMS, applying a tag, or creating a task
- Click Publish when you’re ready to go live
You can always come back and edit workflows later — nothing is set in stone.
Triggers are events that start an automation.
Common triggers include:
- Form Submitted (e.g. from your contact form)
- Appointment Booked
- Tag Added
- Pipeline Stage Changed
- Inbound Call / Voicemail Received
- Birthday or Date-Based Trigger
You can add filters to refine triggers — for example, only trigger when the form is from a specific campaign.
Actions are the steps taken once a workflow is triggered.
Popular actions include:
- Send Email
- Send SMS
- Add or Remove Tag
- Create Task
- Assign to User
- Wait / Delay Step
- Move in Pipeline
- Webhook (Advanced)
Drag and drop to build the flow of your automation.
Tip: Use delays between actions to avoid bombarding leads and to space out messages.
You can use the built-in AI assistant to help generate simple workflows.
To try this:
- Click Create Workflow
- Choose AI-Powered Workflow
- Type in a prompt like: “Send a thank you email and then follow up 2 days later if the lead doesn’t respond.”
- Review and tweak the suggested workflow steps
- Save and publish
This is a great option for new users or when you want to save time getting started.
Before making your automation live:
- Use the Test Contact option in the top-right of the workflow builder
- Check if emails/texts are sending correctly
- Review the Workflow History to monitor activity
- Once you’re happy, click Publish to go live
You can pause or unpublish a workflow at any time if you need to make changes.
AI Chatbot
Engage leads automatically with your AI-powered chatbot.
The Infinity3 AI Chatbot helps you engage visitors on your website automatically — even when you’re not available.
It can:
- Greet visitors and ask qualifying questions
- Collect contact information
- Direct leads to the right service or team member
- Respond with pre-set answers based on keywords
The chatbot works 24/7 to help you convert more visitors into leads — while reducing manual workload.
To enable your AI Chatbot on your website:
- Go to Sites > Chat Widget
- Toggle the chatbot ON
- Set a Welcome Message (e.g. “Hi there! How can we help you today?”)
- Choose your business hours (or leave it on 24/7)
- Customise appearance:
- Widget colour
- Position (bottom left/right)
- Display name
Once enabled, the chatbot is ready to be added to your website.
Make the chatbot work the way you want.
You can:
- Set auto-responses to common questions
- Choose whether it collects name, email, and phone number
- Decide if it should hand off to a live chat or send a message to your inbox
- Link chatbot responses to automation workflows (e.g. apply tags, send email)
To customise:
Go to Sites > Chat Widget > Configuration and update fields under Behaviour, Data Collection, and After-Hours Handling.
You can add the chatbot to any website with a simple code snippet.
To install:
- Go to Sites > Chat Widget > Install Script
- Copy the JavaScript embed code
- Paste it into your website’s footer (or use your site builder’s “Custom Code” section)
Tip: If you’re using WordPress, you can add the code via your theme settings or a plugin like Header Footer Code Manager.
Let us know if you’d like us to install it for you — we’re happy to help.
When a visitor sends a message via the chatbot:
- It appears instantly in your Inbox
- You’ll get a real-time notification
- You can reply by email or SMS, depending on what info the chatbot collected
All chat history is stored in the contact’s profile for future reference.
CRM & Pipelines
Manage leads, clients, and deals with your built-in CRM.
The CRM (Customer Relationship Management) system in the Infinity3 Platform helps you manage leads, clients, and opportunities — all in one place.
You can:
- Store contact information
- Track every interaction (calls, emails, messages)
- Organise leads by pipeline stage
- Add notes, tasks, and tags to stay on top of follow-ups
- Automate actions based on contact behaviour
Whether you’re managing pupils, leads, or long-term clients — the CRM is your central hub for everything.
To access your contacts:
- Go to Contacts in the left-hand menu
- Use the search bar or filters to find a specific person
- Click on a contact to view:
- Name, email, phone number
- Tags
- Appointment history
- Conversations
- Notes and tasks
- Automations or campaigns they’re part of
You can also edit details or manually add new contacts from this screen.
Pipelines let you visualise where your contacts are in a process — such as enquiry → consultation → signed up.
To create a pipeline:
- Go to Opportunities > Pipelines
- Click + Create New Pipeline
- Name your pipeline (e.g. “Sales Process” or “New Enquiries”)
- Add stages (e.g. New Lead, Contacted, Trial Booked, Signed Up)
- Click Save
You can create multiple pipelines for different services or teams.
Once contacts are in your pipeline, you can move them between stages based on progress.
To do this:
- Go to Opportunities > Pipeline
- Click and drag a contact card from one stage to another
- The contact’s status will be updated instantly
You can also automate stage changes using workflows (e.g. move to “Follow-Up” after a no-show).
Tags, notes, and tasks help you stay organised and ensure no lead gets forgotten.
- Tags: Use tags like “Hot Lead”, “Driving Anxiety”, or “VIP Client” to segment contacts
- Notes: Add quick insights or call summaries to each contact’s record
- Tasks: Set reminders for follow-ups, calls, or check-ins — and get notified when they’re due
These features can be added manually or via automation.
To work efficiently, you can filter contacts by:
- Tags
- Pipeline stage
- Appointment status
- Source or campaign
- Custom fields (e.g. lesson type, postcode)
Save filters as Smart Lists to quickly access specific groups again later.
Billing & Account Settings
Manage your subscription, billing info, and platform settings.
To update your payment method or billing info:
- Go to Settings > Company Billing
- Click Manage Billing
- A secure billing portal will open in a new tab
- From here, you can:
- Update your card details
- Add a new payment method
- Change your billing address
- Your changes will be saved instantly
We recommend keeping a valid payment method on file to avoid service interruptions.
You can access all past invoices in one place.
To view/download invoices:
- Go to Settings > Company Billing
- Click Manage Billing
- In the billing portal, scroll to Invoice History
- Click any invoice to view or download it as a PDF
This is useful for expense tracking, VAT records, and year-end reporting.
Need more features? You can upgrade or downgrade your subscription at any time.
To change your plan:
- Go to Settings > Company Billing
- Click Manage Billing
- Navigate to the Subscription section
- Choose a new plan and confirm the change
Plan changes take effect immediately, and any pricing difference will be prorated.
If you no longer need the Infinity3 Platform, you can cancel your subscription from the billing portal.
To cancel:
- Go to Settings > Company Billing
- Click Manage Billing
- Under Subscription, click Cancel Plan
- Follow the prompts to complete cancellation
Your account will remain active until the end of your current billing period.
We’d love to know why you’re leaving — and see if we can help before you go. Contact us if there’s anything we can do.
To edit your business profile and user settings:
- Click your profile icon (top-right corner)
- Choose Business Info or Company Settings
- Update your:
- Business name and logo
- Email and contact number
- Timezone and industry
- Website and social links
- Save your changes
These details help personalise outgoing messages, appointment reminders, and chatbot branding.
Pricing Transparency & Usage-Based Costs
Manage your subscription, billing info, and platform settings.
Here’s what’s included with each subscription plan:
Engage Plan
- 1 User
- Up to 500 Contacts
- $10/month complimentary credits
Elevate Plan
- 1–3 Users
- Up to 2,500 Contacts
- $20/month complimentary credits
Ascend Plan
- Unlimited Users
- Unlimited Contacts
- High-usage support and scalable infrastructure
Your monthly credits can be used across messaging, emails, and calls:
- $10 =
- ~60,000 SMS characters
- ~10,000 emails
- ~475 outbound call minutes
- ~780 inbound call minutes
- $20 =
- ~120,000 SMS characters
- ~20,000 emails
- ~950 outbound call minutes
- ~1,560 inbound call minutes
Note: Unused credits do not roll over.
If you exceed your included usage, here’s what you can expect:
Service | From |
---|---|
Phone Numbers (UK) | $1.15/month per number |
Voice Calls (Outbound) | $0.021/min |
Voice Calls (Inbound) | $0.0128/min |
SMS | $0.0119 per message |
MMS | $0.02 per message |
$0.001 per email | |
AI Tools | From $0.02 per message or $49/month unlimited |
Premium Automations | $0.01 per execution or $10/month for 10k |
Yext Listings | $75/month |
All usage is billed monthly, and you can view usage details at any time under Settings > Company Billing.
Need More Help?
Still Stuck? No Problem — We’re Here To Help.
Get in touch with our support team or book a quick call — we’ll help you get back on track in no time.