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Start Here

Start here to understand LocalBoost AI, the workspace flow, and how modules connect together.

Estimated reading: 4 minutes

LocalBoost AI - Start Here

LocalBoost AI is a local business growth platform for agencies, local businesses, and multi-location teams. It helps users create business profiles, publish local campaigns, collect customers, automate follow-up, manage CRM activity, connect Google Business Profile, and measure results.

Product Flow

  1. Create or complete a business profile.
  2. Add locations and customers.
  3. Create a campaign such as Review Booster, Booking Page, Coupon, Loyalty/Referral, Feedback Form, or Lead Form.
  4. Publish a landing page or QR code.
  5. Collect scans, visits, leads, bookings, reviews, feedback, coupon claims, or loyalty activity.
  6. Use CRM, segments, tags, tasks, and automations to follow up.
  7. Review reports and optimize the next campaign.

Main Documentation Sections

  • Dashboard: workspace activity and performance overview.
  • Businesses: business profiles, locations, customers, campaigns, leads, reviews, and reports.
  • Growth Tools: Review Booster, Booking Pages, Coupons, Loyalty & Referral, Feedback Forms, and Lead Forms.
  • CRM: CRM customers, segments, tags, tasks, automations, and CRM reports.
  • AI Tools: Campaign Builder, AI Review Reply, and Content Writer.
  • Assets: landing pages, QR codes, templates, custom domains, and files.
  • Reports: performance reporting across businesses and campaigns.
  • Google Business: Google Business Profile addon features.
  • Automation: Email, WhatsApp, and Webhook workflows.
  • Account: team members, plans, billing, and settings.

Important Rule

Most records belong to a business. Campaigns, QR codes, landing pages, feedback, leads, bookings, coupon claims, loyalty activity, CRM customers, and reports are easier to understand when the correct business is selected first.

Start Here - Main Features Overview

Start here to understand LocalBoost AI, the workspace flow, and how modules connect together. This page explains how customers should use the Start Here module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

  • Central workspace for managing Start Here records.
  • Business-aware organization so records can be reviewed by local business or workspace.
  • Status, ownership, and permission checks to keep customer data controlled.
  • Connections with campaigns, CRM, reports, files, and automations where supported.
  • Designed for repeat daily use by agencies and local business teams.

Recommended Workflow

  1. Open Start Here from the portal sidebar.
  2. Choose the correct workspace and business before creating or editing records.
  3. Review existing records, statuses, and recent activity.
  4. Create or update the required item with complete information.
  5. Preview, test, or validate the customer-facing result when applicable.
  6. Use reports, logs, or CRM follow-up to confirm the result after launch.

Views, Filters, and Review Options

  • Filter by business or workspace when multiple brands are managed.
  • Filter by status to separate draft, active, paused, completed, failed, or archived items.
  • Use date ranges when reviewing campaign, CRM, report, or log activity.
  • Search by name, customer, campaign, email, phone, tag, or template where available.

Available Actions

  • Create new records when the plan and permissions allow it.
  • Edit existing records without changing unrelated business data.
  • Search and filter records to find the correct campaign, customer, page, or automation.
  • Open detail or analytics pages for deeper inspection.
  • Archive, pause, deactivate, or delete records only after checking downstream usage.

Benefits

  • Reduces manual work by keeping related actions in one module.
  • Improves consistency across campaigns and customer follow-up.
  • Makes reporting easier because activity stays tied to business and campaign context.
  • Helps teams move from campaign creation to measurement and follow-up faster.

Before Publishing or Activating

  • Confirm the business profile is complete.
  • Confirm the user has permission in the active workspace.
  • Confirm the current plan includes this feature or addon.
  • Test public pages, QR codes, forms, messages, or webhooks before using them with real customers.
  • Check mobile layout because most QR and local campaign visitors use phones.

Troubleshooting

  • If the module is not visible, check addon status, plan permissions, and user role.
  • If records are missing, check the selected business and workspace.
  • If a public action fails, test it in a private browser session and inspect validation errors.
  • If analytics look wrong, confirm visitors used the tracked LocalBoost URL or QR code.
  • If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.