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Momentum-AIHelp Centre

What is Momentum-AI?

Momentum-AI puts your marketing and customer communication into one system. Your enquiries, your follow-up, your bookings, your social posts and your payments all live in one place, under one login — instead of being spread across a social scheduler, a calendar app, a spreadsheet of leads, your phone’s messages, your Instagram DMs and your email inbox.

Running through the middle of it is an AI team that answers enquiries, follows up and books appointments for you, so no enquiry goes cold just because you were busy doing the actual work.

The Momentum-AI dashboard, with the left navigation listing Conversations, Calendars, Contacts, Opportunities and Payments

What’s in the platform

Section titled “What’s in the platform”
Area What it does
Your AI team Six AI features that answer, follow up and book for you — see Meet your AI team
Conversations One inbox for SMS, email, Instagram, Facebook, web chat and calls
Contacts Your customer list, with every conversation, appointment and payment on the record
Calendars Online booking, reminders and team calendars
Pipeline Every deal at a glance, from first enquiry to paid
Payments Invoices, payment links and text-to-pay
Social Planner Plan and schedule a month of posts from one calendar
Campaigns Forms, funnels, email and SMS broadcasts, and automations

Where to start

Section titled “Where to start”

The onboarding course inside your account walks you through everything in the order you need it — and this help centre follows the same structure, so the guides here mirror the course modules:

  1. Getting Started — account basics, connecting your channels, the mobile app
  2. Your AI Team — switching on each AI feature, one at a time
  3. Day-to-Day — contacts, inbox, calendars and pipeline
  4. Get Paid & Get Found — payments and the Social Planner
  5. Capture & Campaigns — forms, funnels, broadcasts and automations
  6. Own Your Numbers — the numbers to check every week