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Business apps

Apps for the front desk and the back office

Beside the AI chatbot, MagizAI has apps for the rest of the work: bookings, a live queue, invoices, stock, reports and AI for your staff. Turn on the ones your business needs.

How it works

Switch an app on and it works straight away

Every app is in your dashboard, under Apps. Owners and admins switch them on and off.

  1. 1

    Open Apps

    See every app, whether it is on, and what each one needs.

  2. 2

    Turn on what you need

    Anything an app needs turns on with it. Or pick your kind of business, and the apps that fit turn on together.

  3. 3

    Turn off what you do not use

    An app that is off keeps its data, and it is all there when you switch it back on.

Front desk

Bookings, the queue and the people behind them

Who is booked, who is waiting and who they are, with the forms they sign before they come in.

The queue's front desk in MagizAI: the number being served, five people waiting with their token numbers, and a form to add a walk-in.
The queue's front desk, with sample data.
The bookings calendar in MagizAI, a week view with each appointment's time, customer, service and team member.
The bookings calendar, week view, with sample data.
  • Bookings

    On from the start

    Booking forms for appointments, stays and requests, with a calendar for your team.

    • Customers book on your booking page or in the chat. In the chat, the times come from the booking engine, and nothing is booked until the visitor says yes to a summary.
    • The calendar has day and week views. Block time for a team member, and nobody can book them then, on a form, in the chat or on the calendar.
    • Reminders go out before each confirmed booking. When you mark a no-show, the customer gets a link to book a new time.

    How the booking system works

    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Clinic, Dental clinic, Physiotherapy, Salon or spa, Gym or studio, Restaurant or cafe, School or tutoring
  • Queue

    Tokens and a live queue for walk-ins, with a line for each doctor or counter.

    • People scan the line's QR poster and take a token on their phone. Someone without a phone asks at the desk, and staff add them.
    • Their page shows how many people are ahead and about how long the wait is, and it updates by itself.
    • The desk calls the next person, skips, moves an emergency to the front or shows a running-late notice. The waiting-room board shows numbers, never names.
    • Names and phone numbers are deleted after 30 days, or after the number of days you set.
    Team access:
    Anyone on your team who answers chats
    Turns on with:
    Bookings
    Suggested for:
    Clinic, Dental clinic, Restaurant or cafe
  • Customers

    One record per person, called Customers, Patients or Clients, with their bookings, chats, quotes and leads.

    • A phone number or an email belongs to one record only. Bookings, chats, quotes and leads with the same phone or email link to that person.
    • Merge two records into one, or erase a person so they are not added back.
    • Ask for a short AI summary of a person's history. It never sees their name, phone, email, notes or messages, and for patients it uses only dates and statuses.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Clinic, Dental clinic, Physiotherapy, Salon or spa, Gym or studio, Shop, Agency or services, Hosting or IT, School or tutoring

Money

Quotes, invoices, memberships and spending

What customers are quoted, what they owe and pay, and what the business spends.

An invoice in MagizAI: its number, three lines, a part payment and the balance due, with the customer link beside it.
An issued invoice, part paid, with sample data.
  • Invoices

    Invoices and receipts, part payments and balances, with GST for India.

    • Numbers go up one at a time and are never reused. An issued invoice is frozen: it can be voided, never deleted.
    • Record part payments, refunds and advances by cash, card, UPI, bank or another way, and pay an invoice from a customer's credit.
    • For India, it checks the GSTIN and splits the tax into CGST and SGST, or IGST between states.
    • Each customer gets a private link to a printable invoice and receipt, with a PDF. Reminder emails for overdue invoices go out once you switch them on.
    Team access:
    Anyone on your team who answers chats
    Turns on with:
    Customers
    Suggested for:
    Clinic, Dental clinic, Physiotherapy, Salon or spa, Gym or studio, Shop, Agency or services, Hosting or IT, School or tutoring
  • Memberships

    Plans with a discount, included sessions or both, each with its own invoice.

    • A plan takes a percentage off every line or off chosen services, includes a number of sessions, or both.
    • Benefits are added to the member's invoice drafts by themselves, marked as covered by the membership.
    • Joining a paid plan makes its invoice, and the membership starts once that invoice is paid.
    Team access:
    Anyone on your team who answers chats
    Turns on with:
    Customers, Invoices
    Suggested for:
    Physiotherapy, Salon or spa, Gym or studio, School or tutoring
  • Forms & quotes

    Request forms, and priced quotes your customers accept online.

    • Build a quote from your price book. Code works out every total, and a quote stays valid for 30 days unless you set another period.
    • The customer opens their quote by a private link and accepts it, declines it or asks for changes. An acceptance brings them a confirmation email with a PDF.
    • In the chat, the AI can gather what a visitor wants and make a draft quote for your team. It never states a price and never sends a quote.

    More about online quotes

    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Shop, Agency or services
  • Expenses

    What the business spends, with private receipts and a manager's approval.

    • Add a photo or PDF of a receipt and the AI suggests the supplier, date, total and tax. Nothing is saved until a person checks it.
    • An expense goes from draft to submitted, and a manager approves it or rejects it with a reason.
    • Repeating costs are added on their date, from weekly to yearly. Reports total the spending by month, category or supplier, with a CSV export.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Restaurant or cafe, Agency or services

Running the business

Stock, numbers, branches and moving in

What is on the shelf, how the business is doing, which branch does what, and the data you bring from your old system.

  • Inventory

    Stock in a central store and departments, with batches, expiry dates and purchase orders.

    • Stock is the sum of every recorded movement, never a number typed in. It leaves the batch that expires first.
    • Departments ask the store for items, and the store keeper gives out all or part of what they asked for.
    • Receive a purchase order in one delivery or several, with batch and expiry. Managers can get a daily email about low stock and batches close to expiry.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Dental clinic, Salon or spa, Shop, Restaurant or cafe
  • Reports

    Bookings, customers, revenue, memberships and queue numbers by day, week or month.

    • Each report shows while its app is on. Break it down by service, team member, membership plan or queue line, and bookings, revenue and the queue by branch too.
    • Managers can export any report to CSV or Excel.
    • Ask about your numbers in plain words. The AI picks the report and sums it up, and code works out every figure.
    Team access:
    Everyone on your team
    Suggested for:
    Clinic, Dental clinic, Physiotherapy, Salon or spa, Gym or studio, Shop, Restaurant or cafe, Agency or services, Hosting or IT, School or tutoring
  • Branches

    The places you work from, and who works at which one.

    • Each branch has a name, a short code, an address and a phone number, and one of them is the default.
    • Limit a team member to some branches, and they see only those branches' records. The owner is never limited.
    • Invoices, expenses, stock and the queue keep the branch on each record. Invoice numbers can carry the branch code, as in INV-DT-0001.
    Team access:
    Owners and admins
  • Imports

    Bring people, appointments, opening balances and a price list from your old system.

    • Upload a CSV file or an Excel file of up to 20,000 rows.
    • Nothing is written until you have seen a preview with every problem named, and confirmed it.
    • Undo a finished import within 7 days. Imported appointments are never double-booked, and no customer gets a message.
    Team access:
    Owners and admins
    Turns on with:
    Customers

Your customers' side

What your customers see

Your customers open these in their phone's browser. There is nothing to install.

  • Customer page

    A private page where customers see their bookings, invoices and receipts, memberships and signed forms.

    • Customers sign in with a 6-digit code sent to their email, or on WhatsApp when your own WhatsApp number is connected. There is no password to remember.
    • Each part of the page shows only while its app is on, and you choose which parts to show.
    • Staff can email a customer a sign-in link that works for 7 days. The page comes in English, French and Arabic.
    Team access:
    Owners and admins
    Turns on with:
    Customers
    Suggested for:
    Clinic, Dental clinic, Physiotherapy, Salon or spa, Gym or studio, School or tutoring
  • Reviews

    Ask customers for a review after a solved chat or a finished booking.

    • One email asks for the review, from right away to three days later, and the same address is never asked twice within 90 days.
    • The rating and comment stay private to you. Every customer then sees the links to Google, Facebook, Yelp, Trustpilot and your own review pages, whatever stars they gave.
    • A one or two star rating adds a private note to the chat and emails your team.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Salon or spa, Shop, Restaurant or cafe

Pages your customers open

These apps give your customers a page of their own, by a link you send or a QR code. A page stops answering while its app is off.

  • Bookings: the booking page, and a page to manage each booking
  • Queue: the token page with their place in the line, and a board for the waiting-room screen
  • Consent and forms: the form to fill in and sign, opened with a code
  • Invoices: the invoice and the receipt, with a PDF
  • Forms & quotes: the quote, to accept, decline or ask for changes
  • Customer page: their own page, after a code
  • Reviews: a page to rate the visit and leave a comment

AI and developers

AI for your team, your agents and your own software

The AI that answers your visitors, working for your staff, in agents you set up, and from your own code.

An agent's run in MagizAI, waiting for approval: the note it wants to add to a customer's record, the buttons to approve or reject it, and each step it took.
An agent's run, waiting for a manager, with sample data.
  • Team AI

    An assistant for your staff, not for website visitors.

    • Ask a question, draft a customer reply, write a WhatsApp message, summarise or translate.
    • Once you have trained MagizAI on your pages and files, its answers draw on them and list the sources. No chatbot has to be on your website.
    • Each person's conversations are private, and it never sends anything to a customer.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Clinic, Dental clinic, Agency or services, Hosting or IT
  • Agents

    AI agents with a role, your knowledge and the tools you choose.

    • Choose each agent's tools: search your knowledge, look up a customer or a balance, draft a message or an invoice, reply by email or decide on a booking.
    • An action never runs on its own. The run stops, a manager sees exactly what will happen, and approves or rejects each action.
    • Agents can work as a team, with a lead, specialists and a checker, or as a step in a workflow.
    • Every run is logged with what started it, each step, the tokens and the cost, and kept for 400 days.
    Team access:
    Anyone on your team who answers chats
    Suggested for:
    Agency or services, Hosting or IT
  • AI API

    Use the same AI from your own software, with an API token.

    • One endpoint writes, rewrites, summarises, extracts fields, classifies or translates text.
    • Another answers a question from your business's knowledge, for customers or for staff.
    • Your software can also start a run of one of your agents and read its result. Each call counts toward your plan's AI messages.

    Read the AI API docs

    Team access:
    Owners and admins
    Suggested for:
    Hosting or IT

Also in MagizAI

Workflows, and WHMCS tickets in the inbox

Questions about the apps

Do the apps cost extra?

No. The apps come with every plan, and there is nothing extra to buy. AI used inside an app, such as a Team AI answer or a receipt read by the AI, counts toward your plan's AI messages.

Do I need the chatbot on my website?

No. The apps work in your dashboard whether or not a chatbot is on your website.

What happens if I switch an app off?

Its data is kept. Its screens and its pages for customers stop until you switch it back on. An app that another app needs stays on until that one is off.

Who can switch the apps on?

Owners and admins of the workspace. Everyone else sees the apps their role can open, and can ask a manager to switch one on.

Your chat, bookings and invoices in one workspace

Create your account, then switch on the apps as you need them.