Getting started

The first conversation

Text Hey Nalo to Nalo’s WhatsApp or SMS number. That’s it. No app download, no account creation, no password.

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You → Nalo

Hey Nalo

7:54 PM

Hi! I'm Nalo — your business assistant 👋

7:54 PM

done_all

I'll help you run quotes, invoices, appointments and expenses straight from this chat.

7:54 PM

done_all

To get started, what's the name of your business?

7:54 PM

done_all

Pedro Plumbing

7:54 PM

Nice to meet you, Pedro Plumbing! 🔧 And what email should I send reports and summaries to?

7:54 PM

done_all

You’ll see a short welcome sequence — about 9 messages, each a few seconds apart, ending with a quick video showing what Nalo can do. Then Nalo gets to work.

What Nalo asks for

Nalo needs the absolute minimum to be useful. Just two things to be fully onboarded:

1. Your business name — e.g. “Pedro Plumbing”
2. Your email — where reports and summaries can reach you

Nalo will also ask for these (all optional — you can skip and fill in later):

3. Your name (the owner’s name)
4. Your address
5. Your social media
6. Your logo

After each answer, Nalo shows a status card:

Here's what I have:

1 [✓] Business name: Pedro Plumbing
2 [✓] Your name: Pedro
3 [ ] Email: (empty)
4 [ ] Address: (empty)
5 [ ] Social media: (empty)
6 [ ] Logo: (empty)
7 — Skip for now and start working

Reply by number

The status card is numbered on purpose. Instead of typing “my email is pedro@example.com”, you can just say:

3. pedro@example.com

Nalo fills in field 3. Done. Same trick works for everything — 4. 123 Main St Houston TX fills in your address.

Want to skip and start working now?

7

You’re in. Fill in the rest later via the web panel (see The /config panel).

Chat language vs document language

Nalo separates how you talk from what your clients see. Two independent languages:

Chat language

How Nalo talks back to you. Auto-detected from your messages. Speak Spanish, Nalo responds in Spanish. Switch mid-conversation and Nalo follows.

Document language

What’s printed on quotes, invoices, client messages. Defaults by country:

Why does this matter? A Spanish-speaking plumber in Houston chats with Nalo in Spanish (easier), but the PDFs his clients see are in English (their language). The reverse works too.

Changing document language

Anytime:

“Generate quotes in Spanish” “Switch invoices to English” “Genera las cotizaciones en inglés”

Nalo flips the setting. Or open /config → Profile → Billing and pick from the dropdown.

Country detection

Nalo looks at your phone number’s country code to pick:

• Your timezone (for appointment reminders at the right hour)
• Your currency (USD, MXN, ARS, COP, etc.) and the right symbol on PDFs
• Your document language default
• Supported features (tax rates, deposit rules, address formats)

29 supported countries right now across the Americas, Europe, and Oceania.

If you’re in a country that isn’t supported

Nalo responds with a polite “we don’t serve that country yet” message. Give the team a heads-up — expansion is driven by demand.

What happens next?

Once you have a business name and email saved, you can:

• Create your first quote — Quoting →
• Set your tax rate and deposit policy — /config → Profile → Billing
• Add services and prices — /config → Services (or tell Nalo: “my base rate is $75/hour, I also do $150 per drain cleaning”)
• Start scheduling — Scheduling →

You don’t have to do any of this up front. Jump right into quoting — Nalo will ask for what it needs as you go.

Commands you’ll use often

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