How Wiggle works.

What is the Home page?

Your day at a glance. See what needs you first, without opening every tool. Find it under Home in the menu.

In Wiggle: Home

What is Wiggle BOS?

Wiggle is one system to run a small business. Customers, sales, proposals, marketing, projects, goals and weekly numbers live in one place, connected, with Romey, an AI assistant that understands all of it. Wiggle is built and run by Floof Digital LLC in Indiana.

Who is Wiggle for?

Start-ups and small to medium businesses. Founders use it to look bigger than they are and keep every conversation in one place from day one. Established teams use it to replace a patchwork of tools with one workspace, connected to the software they already keep.

How do I get started?

Wiggle is in early access. Request early access and we will set up your workspace with you. If you want a quick look first, the free Business Checkup needs no account.

How do I get help?

Email help@wigglebos.com, or use Send feedback inside Wiggle. You can check whether Wiggle is up on the system status page.

What is the Contacts & companies page?

Everyone you deal with and the businesses they work for. One place for every conversation, so nothing depends on memory. Find it under Contacts & companies in the menu.

In Wiggle: Contacts & companies

What is the Deals page?

Every piece of work you are trying to win. See what is likely to close and what needs a nudge. Find it under Deals in the menu.

In Wiggle: Deals

What is the Forms page?

Forms for your website that send answers straight to Wiggle. New inquiries arrive as leads, ready to follow up. Find it under Forms in the menu.

In Wiggle: Forms

What does "New lead" mean?

A new contact or company you have not worked with yet.

What does "Contacts & companies" mean?

People you deal with, and the businesses they work for.

What does "Deal stage" mean?

Where a deal is: New inquiry, Talking, Quote sent, Agreeing terms, Won or Lost.

How do I bring my contacts in?

Go to Import, choose a file (CSV or Excel), a Google Sheet or an export from your old CRM, check the preview, then import. People already on file are matched, and you can undo the whole import for 30 days.

In Wiggle: Import

How do I add a deal?

Open Deals and add one with its company, value and stage, or ask Romey, for example "Add a deal for a new website for Brightside, $4,800". Move it along the stages as it progresses.

In Wiggle: Deals

How do I add a contact?

Open Contacts & companies and add them, or ask Romey, for example "Add Sarah Lee at Brightside Dental". Their emails, calls and deals then collect on their timeline.

In Wiggle: Contacts & companies

What is the Inbox page?

Email with your customers, filed on the right deal. Replies stop getting lost in your personal inbox. Find it under Inbox in the menu.

In Wiggle: Inbox

What does "Email domain records" mean?

Settings on your web address (MX, SPF, DKIM, DMARC) that prove emails from Wiggle really come from you, so they do not land in spam.

What does "Email forwarding" mean?

Send or copy emails to your Wiggle address and they file themselves on the right customer.

How do I get my email into Wiggle?

Connect your Microsoft 365 mailbox or any mailbox by IMAP under Settings, Connections, and emails with your customers are filed on the right deal. You can also forward emails to your workspace's own Wiggle address.

In Wiggle: Connections

What is the Proposals page?

Quotes your client can read, choose options on, sign and pay online. Faster yes, fewer back and forth emails. Find it under Proposals in the menu.

In Wiggle: Proposals

What does "Proposal" mean?

A quote your client can read, choose options on, sign and pay online.

How do I send a proposal?

Open Proposals, start a new one (from a template or with Romey's draft), fill in the sections and prices, then Publish and choose Send to client. You see when it is opened, and the client can accept and sign online.

In Wiggle: Proposals

What is the Getting paid page?

Deposits, invoices and subscriptions paid into your own Stripe. Get paid when the client says yes, not weeks later. Find it under Getting paid in the menu.

In Wiggle: Getting paid

What is the Money page?

Your income, costs, what you are owed and cash. Know where you stand without opening your accounting software. Find it under Money in the menu.

In Wiggle: Money

What does "Money" mean?

Income, costs, what you are owed and cash, read from your accounting software. Reading never changes your books.

What does "Getting paid" mean?

Deposits, invoices and subscriptions paid straight into your own Stripe account. Wiggle takes no fee.

How do I get paid through Wiggle?

Connect your own Stripe account under Getting paid. Then accepted proposals and invoices can take card payments, paid straight to your Stripe account.

In Wiggle: Getting paid

What is the My tasks page?

Every to-do from every part of Wiggle, in one list. Nothing falls through the cracks between tools. Find it under My tasks in the menu.

In Wiggle: My tasks

What is the Checklists page?

The steps for anything you do more than once. Nothing is forgotten, and a new hire does it right the first time. Find it under Checklists in the menu.

In Wiggle: Checklists

What does "To-dos" mean?

What someone agreed to do by next week. They show up in that person's tasks.

What does "Checklists" mean?

The steps for anything you do more than once. Write them once; Wiggle turns them into to-dos each time.

What is the Weekly briefing page?

A short summary of how the week went. Five minutes on Monday tells you where to focus. Find it under Weekly briefing in the menu.

In Wiggle: Weekly briefing

What is the Business plan page?

Where the business is going this year and this quarter. A plan written down gets done more often than one in your head. Find it under Business plan in the menu.

In Wiggle: Business plan

What is the Weekly numbers page?

The few numbers that show whether the week went well. Spot problems in days, not months. Find it under Weekly numbers in the menu.

In Wiggle: Weekly numbers

What is the Roles page?

The jobs your business needs done, and who does each. Clear ownership means fewer dropped balls. Find it under Roles in the menu.

In Wiggle: Roles

What is the Weekly meeting page?

A 30-minute weekly check-in, with the agenda built for you. Problems get solved every week instead of piling up. Find it under Weekly meeting in the menu.

In Wiggle: Weekly meeting

What does "Weekly meeting" mean?

A 30-minute check-in once a week, built from what Wiggle already knows: the numbers, what is stuck and who promised what.

What does "Problems to solve" mean?

Anything in the way that the team should talk through and settle.

What does "News" mean?

Quick updates to share at the weekly meeting, no discussion needed.

What does "Weekly numbers" mean?

The five to fifteen numbers that tell you at a glance whether the week went well, like quotes sent or cash collected.

What does "Roles" mean?

The jobs your business needs done, whoever does them today. One person often holds several roles.

What does "Business plan" mean?

Where you want the business to be this year and this quarter, and the few projects that will get it there.

What does "Big projects" mean?

A few larger pieces of work that move this year forward, each with one owner.

What is the Social posts page?

Write once and post to your Facebook and Instagram. Stay visible without logging in to every app. Find it under Social posts in the menu.

In Wiggle: Social posts

What is the Blog page?

Articles for your website, drafted with Romey. Helpful articles bring people to you from Google. Find it under Blog in the menu.

In Wiggle: Blog

What is the Email campaigns page?

Branded emails to your customers. Keep in touch so past customers come back and refer others. Find it under Email campaigns in the menu.

In Wiggle: Email campaigns

What is the Google profile page?

Your listing on Google Search and Maps. Most local customers find you here before your website. Find it under Google profile in the menu.

In Wiggle: Google profile

What is the Website & search page?

How Google sees your website, and what to fix first. Small fixes can bring more people to your site. Find it under Website & search in the menu.

In Wiggle: Website & search

What does "Website & search" mean?

How easily people find your business on Google, and what to fix first.

What does "Google profile" mean?

Your business listing on Google Search and Maps: hours, photos and reviews.

What does "Scheduled" mean?

Written and waiting for a publish date. Nothing goes live until you post it.

What does "AI help" mean?

Each time Romey or a draft button does work for you, it uses a little of your monthly AI help.

Will the AI do things without asking me?

Everyday records, like logging a call or creating a task, happen as you type. Bigger changes show a preview and wait for your yes. Anything that could reach a customer or a public listing arrives as a draft for a person to approve, and Romey never sends email, posts, charges or deletes anything on its own. Auto-sharing your own published blog posts is the one exception, and only if you switch it on.

How much AI help do I get?

Every workspace has a monthly allowance of AI help, shown as a simple percentage used, and every AI action is logged, so there are no surprise bills and no mystery automation.

What can Romey do?

Romey is the assistant inside Wiggle. Ask in plain words to find anything, add or update records, draft proposals and emails, or brief you on the week. Changes that matter wait for your yes, and Romey never sends or posts on its own.

In Wiggle: Romey

What does "Webhook" mean?

A way for Wiggle to tell another app when something happens. You only need it if a developer or a tool asks for it.

What does "API key" mean?

A password for another app to read or add to your Wiggle data. Treat it like a password.

Which tools does Wiggle connect to?

Microsoft 365, any email account by IMAP, Stripe, PayPal, Facebook, Instagram, Zoom, Calendly, Slack, Mailchimp, Klaviyo, OneDrive and Dropbox today, with QuickBooks, Xero, Microsoft Teams, Canva and DocuSign rolling out. You can bring your deals from HubSpot, Salesforce or Pipedrive exports. There are also webhooks and an API.

How do I add Wiggle to Outlook?

In Outlook, open Get Add-ins (or Apps), search for Wiggle BOS and choose Add. Microsoft 365 admins can add it for everyone in the Microsoft 365 admin center, Settings, Integrated apps. Then open an email and choose Wiggle on the toolbar.

What does the Outlook add-in read?

Only the email you have open: who it is from and to, the subject and the message id, and the body only when you choose Log this email. It never reads the rest of your mailbox and never sends email.

What does "Log this email" do?

It files a copy of that one email in Wiggle on the right person, company and open deal. Only you can read the email itself; your team sees a line on the timeline with who, when and the subject.

How do I disconnect the Outlook add-in?

Choose Sign out at the bottom of the pane, or disconnect it in Wiggle under Settings, Connections, Your AI assistants and add-ins. Removing the add-in from Outlook stops it at once.

Who owns my data?

You do. The owner can export everything the business has entered, every file and every insight, at any time, in open, documented formats, on every plan, including after a subscription ends. We never hold your data back to keep you as a customer.

Is my data used to train AI models?

No. Our AI model providers process your workspace information only to answer the request, and under our agreements with them they do not use it to train their models. The Privacy Policy explains exactly what each AI feature sends.

Where is my data stored, and how is it protected?

Wiggle's database is hosted in the United States. Files and websites are stored with Cloudflare. Your information is encrypted in transit and at rest, access inside every workspace is based on roles, and signed agreements and documents are kept in private storage.

How do I delete my account?

Email derek@floofdigital.com from the address on the account. We confirm the request, give you the chance to take a final export, delete the data within 30 days, and write back when it is done.

How do I download everything?

The owner can export the whole workspace from Settings: every record as JSON and CSV, the files you uploaded and your published websites. It works on every plan, even after a subscription ends.

In Wiggle: Settings

What is the Settings page?

How your workspace is set up. Most businesses only need the first two sections. Find it under Settings in the menu.

In Wiggle: Settings

What is two-step sign in?

After your password, a 6-digit code from an authenticator app on your phone. It keeps your account safe if someone learns your password. Everyone who uses Wiggle has it on. Find it under Two-step sign in in the menu.

In Wiggle: Two-step sign in

What does "Extra login" mean?

Another person who can sign in to Wiggle.

What does "Admin" mean?

Can change settings and invite people.

What does "Team member" mean?

Uses the tools you give them.

What does "Two-step sign in" mean?

After your password, a 6-digit code from an app on your phone. It keeps your account safe if someone learns your password.

How do I invite someone to my workspace?

Owners and admins invite people from Users: enter their email and choose their role. Each person gets their own sign in.

In Wiggle: Users

How do I choose which notifications I get?

Open Notifications and use What I get: for each kind of news choose in app, email or the phone app, set your quiet hours, and choose a daily or weekly summary email if you like.

In Wiggle: Notifications

What does it cost?

Each plan includes a set number of users, websites and a monthly allowance of AI help, shown when you subscribe. Extra users can be added to a plan. We share current plans and pricing when we set up your early access workspace.

Is there a free trial?

There is no free trial. You can try Wiggle in the demo at demo.wigglebos.com: a sample business, just for you, deleted when you close it.

Can I cancel?

Yes, any time, from Settings, then Plan, then Manage billing. Cancellation takes effect at the end of the current billing period, and you keep full access until then.