Module Reference

Everything you need to
run your business.

Each module below is self-contained — your plan determines which are active.

Inbox

Customer chat threads

The Inbox collects conversations started from your public chat widget.
The left panel lists all threads; click one to read the full conversation on the right.
The AI assistant handles most questions automatically. Use Inbox when a thread needs a personal reply — type in the composer and hit Send.
Delete a thread using the trash icon when the conversation is closed.

Tips

The AI label appears on bubbles generated by the assistant so you can tell them apart from customer messages.

Appointments

Online booking + calendar

Set your available hours at Settings → Availability (weekly schedule, special dates, blackout days).
Create appointment categories (e.g. "Consultation", "Service") at Admin → Categories. Each category has a duration, optional price, and an approval setting.
Share your booking link — /book/[slug] — with customers. They pick a slot and submit their details.
Approve or reject bookings from the Appointments list. Aeris emails the customer automatically on each status change.
After the visit, mark the appointment Complete or No-show from the row actions.

Tips

Use the Calendar view for a week-at-a-glance.
Enable "Requires approval" on categories where you vet customers before confirming.
Aeris sends a 24-hour reminder email to customers automatically.

Rentals

Property & tenant management

Add properties as Locations (Settings → Locations), then add individual units at Rentals → Units.
Add tenants at Rentals → Tenants. Each tenant has a name, phone, email, and notes. Use the WhatsApp icon for quick contact.
Create bookings at Rentals → Bookings. Set the tenant, unit, check-in / check-out dates, rent amount, and deposit.
Log maintenance work orders at Rentals → Maintenance. Assign to a vendor and track status (Open → In progress → Done).
Track income and expenses at Rentals → Financials. Mark expenses as recurring — Aeris copies them each month automatically.
Export a CSV from Financials for your accountant.

Tips

The Overview page flags upcoming check-ins/outs, late payments, and open maintenance issues.
Store check-in instructions per unit (accessible from the Units edit panel).
Default expense categories are seeded automatically — add custom ones at Financials → Categories.

Invoicing

One-click PDF invoices

Click "+ New invoice" at Admin → Invoicing to open the editor with a live preview.
Pick a customer from your existing Marketing, Appointments, or Rentals contacts — no re-typing details.
Add line items by hand, or pull from your reusable Products & Services catalog.
Set your currency, tax rate, logo, and theme once — they carry over to every invoice automatically.
Hit Send — Aeris emails the customer a themed invoice with a professional PDF attached, in one click.

Tips

Drafts autosave as you type, so you can step away and resume any time.
Import your menu, rental units, or stock items into the catalog to build invoices even faster.
Invoices are multi-currency ready out of the box.

Marketing

Campaigns & audiences

Add contacts and group them into audiences at Marketing → Audiences (e.g. "Newsletter", "VIP Customers"). A contact can belong to multiple audiences.
Create reusable email templates at Marketing → Templates. Choose a layout (Welcome, Announcement, Tip of the Week, etc.) and fill in the blocks.
Create a campaign at Marketing → Campaigns. Pick a template, pick an audience, review the estimated reach, then Send.
After sending, the campaign page shows live stats: Sent / Failed / Clicked / Opted-out.
Use the Retry failed button to re-send only to contacts that failed on the first attempt.

Tips

A contact must have an email address to receive email campaigns.
Contacts without an email or phone are excluded from the reach count automatically.
Duplicate a template with the copy icon to create variations quickly.

Tasks

Scheduled AI actions

Create a task at Admin → Tasks and describe what you want the AI to do, e.g. "Send a payment reminder to all tenants on the 1st of the month".
Set a schedule (daily, weekly, monthly, or a specific date/time).
Tasks run automatically — the AI carries out the action at the scheduled time without you having to be logged in.
Toggle a task on/off or delete it from the task list.

Tips

Tasks work best for repetitive actions with a predictable trigger (date, time, or frequency).

Staff

Roster, schedule & swaps

Add staff members at Admin → Staff. Assign each person to a location if you run multiple outlets.
Build the weekly schedule at Staff → Schedule. Click a day column to open the hourly timeline, then click a cell to assign a shift or pick a preset.
Create shift presets (e.g. "Opening 8 am – 2 pm") at the Schedule page → Manage Presets to speed up scheduling.
Use Staff → Swaps to create a swap request between two staff members. Assign a taker, then approve or reject.
Staff → Clock records clock-in and clock-out times. Staff → Monthly Summary shows hours worked for the month.

Tips

Clock, Summary, and Swaps sub-pages are available when included in your plan.
Coverage hints on the schedule grid turn amber when a day is under the minimum staff count.

Inventory

Stock tracking & reorders

Add products at Inventory → Products. Set the current stock, minimum threshold, and lead time in days.
Open a daily session at Inventory → Sessions to record quantities used. Finalising a session deducts stock automatically.
Run a snapshot at Inventory → Snapshots to compare physical count vs. system count and spot discrepancies.
The Overview page lists items below their minimum threshold and shows pending reorder suggestions.

Tips

Dismiss a reorder suggestion when you have already placed the order externally.
Filter products by location if you manage stock across multiple outlets.

FAQs

AI knowledge base

Add up to 30 active FAQs at Admin → FAQs. The AI assistant reads these to answer common customer questions accurately.
Each FAQ has a question and an answer. Keep answers concise and factual.
Toggle an FAQ inactive to hide it from the AI without deleting it.

Tips

Good FAQs cover pricing, opening hours, location, cancellation policy, and product details.
The AI will still answer general questions even without FAQs, but FAQs anchor it to your specific business facts.

Products & Orders

Catalog + order leads

Add and edit products at Products & Orders → Catalog. Each product has a name, price, description, availability toggle, and an optional image.
Customer order leads appear in the Products & Orders list. Click a row to see the full lead detail.
Update lead status (New → Contacted → Confirmed → Fulfilled → Cancelled) from the order detail page.
The AI shows your catalog in chat, answers price questions, and collects the customer's name and phone when they want to buy — then a human follows up.

Tips

Toggle a product unavailable to hide it from the chat without deleting it.
Add a product image — the AI shows it in chat so customers can see what they're buying.

AI Storefront

Chat shop with cart & checkout

Your storefront is a chat-native shop — customers browse your catalog, add items to a cart, check out, and track their order, all inside the conversation. Nothing to install.
Products, prices, and images come straight from your Products & Orders catalog, so there is nothing extra to maintain.
The AI answers "what do you sell?" and price questions, shows product photos, and closes the sale in the chat — payment and order tracking included.
Share your storefront link the same way you share your chat link: aerisos.io/chat/your-shop.

Tips

Add a clear photo and price to every product — they show up directly in the cart.
The storefront uses the same opening hours and FAQs as the rest of Aeris.

Facebook

Comments & Messenger leads

Connect your Facebook Page at Admin → Facebook → Settings. Aeris then watches for new comments and Messenger messages.
Every unanswered comment and DM lands in one queue. The AI sorts each by intent (price, booking, product, complaint, general) and flags the ones that look like a buyer as a Potential Customer.
Reply to a comment or message inline from the queue — no jumping between Facebook tabs.
Messenger replies follow Facebook's 24-hour window; outside it the reply box is disabled and tells you why.

Tips

Filter the queue by "Potential Customer" to deal with the hottest leads first.
The queue updates live — new comments and DMs appear without a refresh.

Still have questions?

Get in touch

Everything you need torun your business.

Just ask Aeris — in plain language.

Everything you need to
run your business.