Lucco Boss guides
Step by step, the way the screens look in Boss. Stuck? Tap ? in Boss and ask Lucco.
Getting started
- Start using Boss in 10 minutesSign up, tell Boss what you need, and put your company details in once.
- Make your digital name cardA name card on your phone: people scan the QR or tap the NFC card, then WhatsApp you or save your contact in one tap. Free.
- Add your staffEach person signs in with their own e-mail and sees only what their role allows.
- Your monthly reportMoney, customers, chats, bookings and staff for the month, next to the month before.
- Task templates and checklistsSave work that comes up again and again, give it to someone in one tap, or let it repeat by itself.
- Free limits and paying for a moduleEverything starts free. Pay only for the module your business has outgrown.
Customers, chats and sales
- Connect WhatsApp to BossCustomers' WhatsApp messages come into the Boss inbox, where keyword replies and the AI answer first.
- Keep your WhatsApp Business app and add Boss: what to knowYour phone keeps working as before. Boss and the AI answer from the same number. It takes about 10 minutes.
- Connect Facebook, Instagram, Telegram and the website chatAll messages land in one inbox.
- Set up the AI auto replyThe AI answers from what you write in Boss and passes anything else to you.
- Share chats with your teamNew chats go to staff in turn; nobody waits too long.
- Your WhatsApp assistant: tell it what changedFully booked, sold out, closing early: text or send a voice message to your own AI number and Boss updates it for you.
- Blasts and follow-upsMessage customers who agreed to hear from you, and follow up chats that went quiet.
- Online booking and queue numbersCustomers book a time or take a number on their phone.
- Online meetings: a Google Meet or Zoom link for every bookingConnect Google or Zoom once. Every booking of an online service then gets its own meeting link, and the meeting goes into your account.
- Open your online shopProducts on a page of their own; orders by WhatsApp or online payment.
- Property listings for agentsEach listing gets its own page, each agent gets a page with their listings, and the AI answers buyers with the right one.
- Points, levels and returning customersCustomers scan your QR, collect points on their phone and come back for rewards.
- Packages and stored valueSell sessions or credit up front; customers see what is left on their phone.
Marketing
- Messages by customer activity and Google review requestsWhatsApp messages that go out by themselves after a purchase, a first visit, 30 days away, or before a birthday month.
- Promo codes for your online shopA code customers type at checkout: a percent or an amount off, with a minimum spend, a limit and dates if you want.
- Short links that count clicksOne short link for each place you share, so you see which ad, post or flyer brings people.
- Scheduled Facebook and Instagram postsWrite once, let the AI help with the words, pick a time, and Boss posts it for you.
- Before you run ads: tracking and follow-upsSet these up once so every ad shows what it brought in, Meta finds more people who buy, and no chat from an ad goes quiet.
Invoices, books and payments
- Quotations, invoices and online paymentSend a quotation, turn it into an invoice, and let the customer pay by FPX or card.
- Take payments online (Billplz, toyyibPay, Stripe)Customers pay your invoices, quotations and shop orders by FPX, card or e-wallet, straight into your own account.
- Books and your accountantInvoices, payments, payroll and counter sales post to the books by themselves. You add expenses and let your accountant in.
- Send invoices to LHDN MyInvoisConnect your MyInvois account once, then send each invoice with one tap and keep LHDN's QR code on it.
Staff and payroll
- Payroll with EPF, SOCSO, EIS and PCBRun payroll every month, give payslips, and get the EA forms and statutory files at year end.
- Leave, claims, clock-in and shiftsStaff do it on their phone; you approve on yours.
- Clock in with the shop QR, fixes and the attendance sheetStop clocking in from home, fix forgotten clock-ins, and see the whole month on one sheet.
Connect other systems and AI
- Connect ChatGPT, Claude or Gemini to BossAsk your own AI "What is on today?" or "Who still owes us money?" and let it add tasks for you.
- API keys and webhooks for your other systemsSend customers, visits and purchases from your POS or website into Boss, and let Boss tell your systems when something happens.