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A quick tour of how Aspiresly works.

A short walkthrough of the platform: how data flows in, how the AI acts on it, and how you stay in control. Designed to take less than 10 minutes end to end.

Core concepts

Aspiresly is built around four objects you will see everywhere in the product.

  • Contact: a person you talk to. Has a name, channels (email, WhatsApp), and a score.
  • Deal: an opportunity. Lives in a pipeline, has a value, a stage, and a probability.
  • Conversation: a thread on any channel, attached to a contact.
  • Workflow: a rule you teach Aspiresly. "When X happens, do Y."

How it works

The diagram below shows the path a typical customer message takes through Aspiresly.

[Customer]  →  Channel (WhatsApp / Email / Chat)
            ↓
[Aspiresly Inbox]  →  Enrich  →  Score  →  Route
            ↓
[AI Copilot]  →  Draft reply / Suggest next step
            ↓
[Workflow Engine]  →  Update Deal  →  Schedule follow-up
            ↓
[Outbound]  →  Reply on original channel

Every step is auditable, and you can pause the chain at any point for human review.

5-minute setup

  1. Sign up at app.aspiresly.com with your work email.
  2. Invite your teammates and assign roles (Owner, Admin, Rep, Viewer).
  3. Connect your inbox (Gmail or Microsoft 365).
  4. Connect your WhatsApp Business number (you will receive an OTP).
  5. Import contacts from CSV, HubSpot, Pipedrive, or Salesforce.
  6. Pick a pipeline template, or start from scratch.

Contacts and leads

Contacts can be created manually, imported from CSV, captured by a form, or auto-created when a new email or WhatsApp message arrives. Every contact has a live score from 0 to 100 that updates as they engage with your brand.

Pipelines

A pipeline is a list of stages with rules between them. You can run several pipelines side by side (Sales, Renewals, Onboarding, Partnerships) with different stages, owners, and forecasting rules.

WhatsApp setup

Aspiresly is a Meta-approved WhatsApp Business Solution Partner. You connect through your existing Meta Business account. Aspiresly never has direct access to your business credentials, only to a scoped token you can revoke at any time.

Using Copilot

Copilot lives in two places: the inbox (where it drafts replies) and the deal view (where it suggests next steps). You can run Copilot in three modes:

  • Approval mode: every Copilot message needs a click before sending. Recommended for new users.
  • Auto mode for low risk: messages below a confidence threshold are queued for human approval; everything else sends automatically.
  • Full auto: every Copilot action runs automatically. Recommended only after you have observed Copilot for at least 2 weeks.

Permissions and roles

  • Owner: billing, plan, full access.
  • Admin: manages teammates, pipelines, integrations.
  • Rep: sees and edits their assigned contacts and deals.
  • Viewer: read-only access to dashboards and reports.

Data, exports, deletion

Your data is yours. Export a CSV of any object at any time. Delete your workspace and we wipe everything within 30 days. We never train shared models on your data.

Need a hand?

Drop us a line at hello@aspirescapital.com and a human will help.

Contact us