Help Center

Last updated: February 11, 2026

1. Welcome to Ezly Help

We're here to help you get the most out of Ezly. This page covers common questions about getting started, managing your account, using key features, and resolving issues.

2. Getting Started

1. Sign up using your email on the homepage 2. Verify your email address (check spam folder if needed) 3. Create your first AI sales persona by uploading example messages 4. Connect your communication channels (email, chat, SMS, WhatsApp, social) New users automatically see an onboarding tour — follow the steps or skip if you're already familiar.

3. Account & Billing

• Change name, email, password or avatar → Settings > Account • View or change plan, update payment method, see invoices → Settings > Billing • Cancel subscription → Settings > Billing (access continues until end of current period) • Reset forgotten password → use the 'Forgot password' link on login page

4. Key Features & Guides

• Create AI personas → Dashboard > Personas > New Persona • Manage conversations → Unified Inbox (all channels in one place) • Use smart quick replies → Suggested replies appear automatically when you type • Set compliance rules → Personas > Compliance tab • Review performance → Reports > Conversation Analytics

5. Troubleshooting Common Issues

• Can't log in? Clear browser cache, try incognito mode, or reset password. • AI replies don't match your style? Add more high-quality example messages. • Slow loading? Check your internet connection or try a different browser. • Error message appears? Copy the exact message/code and include it when contacting support.

6. Contact Support

Email: support@ezly.ai Please include: - Your account email - A clear description of the issue - Screenshots if helpful Typical response time: 24–48 hours (business days) For urgent matters, include 'URGENT' in the subject line.

7. Feedback & Suggestions

We value your input. Have an idea for improvement or found something confusing? Email feedback@ezly.ai or use the 'Give Feedback' button inside the dashboard.

FAQs

You can build and deploy your first custom persona in under 10 minutes. Simply record or paste a few sample messages, and Ezly learns your tone, style, and process instantly.

Yes. The more examples you provide, the more accurately Ezly mirrors your unique voice, phrasing, level of formality, and sales approach. Many customers say replies are indistinguishable from human ones.

Absolutely. One persona can be shared across the entire team or you can create role-specific variations (e.g. SDR vs Account Executive) while keeping the core brand voice consistent.

Ezly works with email (Gmail, Outlook), live chat widgets, SMS, WhatsApp Business, Facebook Messenger, Instagram DMs, LinkedIn messages, and more. We continuously add new channels.

Every response passes through built-in compliance checks and vendor-specific rules before being sent. You can also set custom guardrails, banned phrases, and approval workflows for extra control.

Ezly automatically detects complex or high-value conversations and smoothly hands them off to a human team member with full context, so nothing falls through the cracks.