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About the system
About the systemHow does build it up connect the whole company?One system for the whole company build it up connects the people, customers, websites, work, knowledge, and enabled modules that belong to the same business. This public guide explains the…Open guideAbout the systemWhich role should each teammate receive?Four clear company roles Role Recommended use Owner Full company control, including managers, permissions, and modules Full manager Daily company management with broad access Limited manager…Open guideAbout the systemHow should a customer move through the CRM?One customer story, without duplicate records The CRM (/admin/leads) separates people, organizations, and deals while keeping them connected: Contact — the person you communicate with…Open guideAbout the systemHow do tasks, the calendar, bookings, and notifications work together?Work stays connected across screens The task hub owns execution. The business calendar shows that work over time together with bookings and company events; it needs either the tasks or the…Open guideAbout the systemHow do we build shared company knowledge?Knowledge that remains useful during real work Use My business → Organizational knowledge (/admin/company/knowledge) for procedures, decisions, playbooks, and reusable answers that belong to…Open guideAbout the systemWhy is a module missing, and how is it enabled?Optional modules appear only when they are relevant Bookings, locations, the website assistant, marketing, and other optional capabilities remain hidden until they are enabled for the active…Open guideAbout the systemWhat can the connected AI do for the company?The same company operations from chat A connected AI assistant uses the same signed-in identity, company role, website access, and enabled modules as the dashboard. Ask in plain language;…Open guideGetting Started
Getting StartedWhat is build it up and what can you do here?What is build it up? build it up is an Israeli platform for building and managing a complete digital business — websites, landing pages, leads, marketing, courses, and content — without…Open guideGetting StartedHow to create a new website?Creating a new website — Step by Step There are two ways to create a website: from the Dashboard, or directly from a connected AI chat. Method 1 — From the Dashboard (Recommended) Go to Home…Open guideGetting StartedHow to navigate the Dashboard and Menu?Dashboard navigation The sidebar is organized by business responsibility. It only shows areas allowed by your enabled modules and permissions: Menu area What belongs there Home An overview…Open guideAI Connection
AI ConnectionWhat is "AI Connection" and why does it change everything?AI Connection — Manage your business in a normal conversation Connect ChatGPT or Claude to your build it up account once. From then on, simply ask in your own words: create a website, update…Open guideAI ConnectionHow to connect ChatGPT or Claude?Connect ChatGPT or Claude — Once and Done Step 1 — Copy the Connection Address Open "Connect AI" in the menu Click "Copy" next to the connection address: https://builditup.io/api/mcp Step 2…Open guideAI ConnectionHow to connect Genspark and tools without OAuth? (Manual Token)Connecting with a Manual Token (Genspark and others) Some tools connect with a permanent token instead of OAuth. For this, there is a personal token. Creating a Token Open "Connect AI" in…Open guideAI ConnectionWhat can you do from the chat after connecting?Everything the Connected AI Can Do After connecting, your chat gains dozens of real tools within the system. No need to remember tool names — just ask in free-form English. Websites Create a…Open guideSite Editing
Site EditingHow the Visual Editor WorksThe Visual Editor Select the active website in the website switcher, then open My website → Edit website from the menu. Every change first appears in the local draft preview. Select Save…Open guideSite EditingWhat Are Sections and How Do You Add Them?Sections — The Building Blocks of Your Website Sections are page areas such as the hero, services, gallery, or contact form. Add a section Select Sections in the tool rail, then select Add.…Open guideSite EditingWhat Fields Can Be Edited?Field Types in the Editor When you select a section, editing fields open according to its type. Main Field Types Type What It Is Example Short Text Single line Headline, button text Long…Open guideSite EditingHow to Change Colors and Fonts?Design Tab — Colors and Fonts In the editor, go to the Design tab. 4 Brand Colors Color What it affects Primary Buttons, links, highlights Secondary Backgrounds, borders Accent Special…Open guideSite EditingHow to Upload and Replace Images?Images on the Site How to Upload an Image? In the image field, click "Upload Image" or drag a file The image is automatically uploaded to a fast CDN and displayed immediately The system…Open guideSite EditingHow to Create a Multi-Page Site?Multi-Page Site Each page on the site is an independent unit with its own sections and SEO settings. The navigation menu updates automatically. How to Add a Page? In the editor, go to the…Open guideThe Smart Assistant
The Smart AssistantWhat Can the Smart Assistant Do?The Smart Assistant — AI within the Editor This is the same assistant that follows you across the platform. When you open it from the editor, it automatically understands which website and…Open guideThe Smart AssistantHow the Assistant Builds Smart SectionsBuilding Smart Sections with the Assistant The assistant builds unique website parts that are not available in the ready-made section library. The result appears in the website preview and…Open guideThe Smart AssistantHow to Improve Content and Texts with the Assistant?Improving Content with the Smart Assistant Improving Texts "Improve all texts" — rewriting all content on the site "Improve the main headline" — focused change "Write a description of…Open guideLeads and Customers (CRM)
Leads and Customers (CRM)How the Leads System Works?Customer Management — All Leads in One Place Every inquiry that comes from a form on the site is automatically saved as a lead. Open Leads & customers → CRM from the menu. What is Saved for…Open guideLeads and Customers (CRM)How to Handle Leads, Reply, and Export?Daily Work with Leads Search and Filter Free search by name, email, or phone Filter by status, source, or site Sort by date Handling a Lead Open the lead card Update status according to…Open guideLeads and Customers (CRM)How to Customize the Site's Contact Form?Contact Form The site's contact form is fully customizable — and it is the primary source of leads. Editing the Form In the editor, select the Contact section Edit existing fields or add new…Open guideLeads and Customers (CRM)Sales Board, Quotes, and Digital SignatureSales and Proposals — From Lead to Signature In the menu: "Sales and Proposals". This is the advanced sales center — sales pipeline, quotes, and digital signature. What's There? Sales Board…Open guideMarketing Hub
Marketing HubHow is the Marketing Hub structured and how do I get started?Marketing Hub — All Your Business Marketing in One Place In the menu: "Marketing Hub". Work is organized into projects — each website/business has its own marketing project. Creating a…Open guideMarketing HubHow do I connect Meta (Facebook/Instagram) and Google accounts?Connecting Ad Accounts Connect accounts when you want to publish paid campaigns or schedule content to Facebook Pages and Instagram. You do not need a Meta connection to find groups, save…Open guideMarketing HubHow do I create a paid campaign — from draft to live?Paid Campaign — An Organized Process with Full Control Every campaign follows a secure path: Draft → Review & Approval → Live Publishing. Nothing goes live without explicit approval.…Open guideMarketing HubOrganic Content — Creation, Scheduling, and CalendarScheduled Organic Content — Consistent Presence Without Daily Effort In the "Content & Calendar" tab of the Marketing project, you manage all organic publications. The Process Create drafts…Open guideMarketing HubFacebook Group Distribution — Tailored Copy for Each GroupGroups & Distribution — A Workspace for Community Content This area helps a business find relevant communities, save its groups, and prepare useful content for controlled manual posting. A…Open guideMarketing HubBrand Memory — The Marketing DNA of Your BusinessBrand Memory — So All Creative Speaks with One Voice Each marketing project has a Brand Memory: who the business is, what the tone is, who the audience is, what the promotions are, what not…Open guideTask Management
Task ManagementHow do I work with Task Management?Task Management — Your Shared Work Hub In the menu: "Task Management". Here you centralize all work — tasks related to websites, leads, and the team. Creating a Task Open Task Management…Open guideTask ManagementAutomatic Task RemindersReminders — So No Task Falls Through the Cracks The task system can send automatic reminders for tasks approaching their due date or that are already overdue. Setup In Task Management, open…Open guideBlog
BlogHow do I create and manage a blog?The Blog System A blog with quality content is the #1 factor for promoting your website on Google. Where to Manage? For a specific site: In the site menu — "News & Content" For all sites…Open guideBlogHow do I design the blog section on my website?Designing the Blog Section In the visual editor, the blog section is fully customizable. Editing Options Title and Subtitle — the text above the posts Number of Posts — how many to display…Open guideDocuments & Publications
Documents & PublicationsHow to Create Business Documents with AI?Documents — Agreements and Business Documents in Minutes In the menu: "Documents & Publications", Documents tab. Create professional business documents — employment agreements, meeting…Open guideDocuments & PublicationsPublications — Branded Marketing ImagesPublications — Branded Creative in One Click In the menu: "Documents & Publications", Publications tab. Create designed marketing images (promotions, announcements, greetings) with your…Open guideAnalytics
AnalyticsHow to See How Many People Visited the Site and What They Did?Analytics — Not Just How Many Visited, But What They Did In the menu: "Analytics". The dashboard displays both traffic and real actions — clicks on WhatsApp, phone, and forms. These are the…Open guideAnalyticsHow to Connect Google Analytics, Pixels, and Tracking Codes?Tracking Codes In the editor → Click Tracking in the toolbar. Supported Code Types Type Identifier Why it's Recommended Google Analytics G-XXXXXXXXXX Full traffic tracking Google Tag Manager…Open guideSettings
SettingsHow to Promote Your Site on Google? (SEO)SEO Settings — Google Promotion In the editor → Settings → SEO tab. Each page on the site has independent SEO settings. 4 Important Fields to Fill Field What it Is Tip SEO Title The title in…Open guideSettingsHow to Connect Social Networks?Social Networks on the Website In the editor → Settings → Social Networks. The links appear as icons in the top menu and at the bottom of the site. Supported Networks Facebook, Instagram,…Open guideSettingsHow to Connect My Own Domain (Address)?Connecting a Custom Domain Free System Address Every site automatically receives its own system address and remains available there even after a custom domain is connected. You can rename it…Open guideSettingsHow to Give Access to More People?Permissions and access Access Levels in the System Level What You Can Do System Admin Full system access Agency Access to agency sites Site Manager Access to specific sites Salesperson…Open guideSettingsWhat is business mail and how do I start?Business mail Business mail gives the company one place to read and send work email without mixing it with a personal inbox. Use it when customer conversations, documents, or follow-ups…Open guideSettingsHow do I manage business locations?Business locations Locations keep the address and contact details of each branch together. Use them when customers need to choose a branch, when opening hours differ, or when a website page…Open guideSettingsHow do I import an existing website?Import an existing website Website import creates a private starting draft from an existing public website. Use it when moving content into build it up while keeping the current website…Open guideQuestions and Solutions
Questions and SolutionsFrequently Asked Questions and Quick SolutionsFrequently Asked Questions Website Not Updating After Saving Changes go live within seconds If not visible — perform a full browser refresh: Ctrl+Shift+R (Mac: Cmd+Shift+R) Image Not Loading…Open guideQuestions and SolutionsTips for a Successful WebsiteTips for a Winning Website Design Consistency — 2–3 colors, no more White space — Don't cram, let the eye rest Check on mobile — Most users are there! (Devices button in the editor) Use the…Open guideQuestions and SolutionsHow to Contact Support?Contacting Support Support Channels Channel Details WhatsApp The fastest way — Click here Email support@builditup.io In-System Request Help and Support button in the dashboard When to…Open guideOnline Store (Shopify)
Online Store (Shopify)How an online store on your site works (Shopify)An online store on your own site You can add a real online store to any build it up site. It combines two systems so you get the best of both worlds: Who runs what? Part Runs on What it…Open guideOnline Store (Shopify)How to connect a Shopify store and start sellingConnecting a Shopify store — step by step Before you start Make sure you have an active Shopify account in the business name, with at least one product. Make sure the Store module is enabled…Open guideOnline Store (Shopify)Managing products, inventory and ordersManaging the store — from the system and from chat Once a store is connected, you can manage it two ways — without logging into Shopify. 1. From the system — the Store screen The Store…Open guideOnline Store (Shopify)Payments, VAT and invoices in IsraelSelling in Israel via Shopify — what to know Shopify is an excellent global system, but there are a few points unique to an Israeli business. All of them are solvable — it's just good to…Open guideBusiness tools
Business toolsWhat is the difference between a rule and a process?Automated processes A rule reacts to one defined trigger and action. A process follows a complete business outcome over time, records each run, and can pause before a customer-facing effect.…Open guideBusiness toolsHow do customers book an appointment?Bookings Bookings let a customer choose an available time from the options the business has configured. Use the module when appointments have a clear duration, working hours, and a person…Open guideBusiness toolsWhat does event sales manage?Event sales Event sales brings an event, its registration options, capacity, and payment connection into one managed flow. Use it only when the relevant website has an event to sell and the…Open guideBusiness toolsWhat belongs in the catalog?Catalog The catalog is the managed list of products, services, or offers that the business wants to reuse. Use it when the same item needs a consistent name, description, image, price, or…Open guideBusiness toolsWhat are smart pages?Smart pages Smart pages turn structured business records into pages that can be searched, filtered, and kept consistent. Use them for repeatable information such as suppliers, inventory,…Open guideBusiness toolsHow do guided plays help me start?Guided plays Guided plays organise a business goal into a small sequence of concrete steps. Use them when you know the result you want—such as preparing the business or connecting a…Open guideAccount and access
Account and accessWhat are rewards and when do they appear?Rewards Rewards recognise specific, recorded milestones in the account and may unlock the benefit described on the screen. Use the destination to understand which qualifying action was…Open guideAccount and accessWhat is billed and how do I stop renewal?Billing and subscriptions Billing shows the active plan and separately billed services, including eligible domain or team-seat renewals. Use it to check what belongs to the account, the next…Open guideAccount and accessHow do paid team seats work?Team seats A team seat gives another person their own sign-in and role instead of sharing the owner’s account. Use it when someone needs ongoing access to customers, tasks, documents, or…Open guideAccount and accessHow do I protect sign-in and active sessions?Security and sign-in The Security screen shows the controls and sessions connected to your own account. Use it after a password or device change, when a device is lost, or whenever a sign-in…Open guideAccount and accessHow do notification preferences work?Notification preferences Notification preferences decide which optional updates reach you by email and which appear inside the system. Use them to reduce noise without losing messages that…Open guideIf the guide did not solve it, talk to a person.
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