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 Scorecard 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, a live demo is coming soon: get an email when it opens.

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.

How do I use Today's Priorities on Home?

Home's Today's Priorities is one list of the things that need you today, urgent first: a website not answering, a failed payment or overdue invoice, meetings and tasks due today, clients who wrote last, emails to review and quotes not signed yet. Each line opens the right deal or page. Choose Dismiss to hide a line; it comes back only if the thing changes, and dismissing a notification here also marks it read on the bell. Money lines show only to people who can see the money.

In Wiggle: Home

What is the Business checkup and how do I use it?

The owner opens Business checkup from the menu, next to Settings and Team, and answers a few questions about the business. Choose Write my plan and Wiggle drafts your company profile, suggested goals and suggested Scorecard numbers from your answers. Accept what fits (or Accept everything), Drop what does not, and use Change my answers to try again. Nothing you did not say is stated as fact, and a target is only suggested from figures you gave.

In Wiggle: Business checkup

How do I teach Wiggle about my business and how I write?

Open Settings, Business. The Company profile is what proposals, blog posts, emails and Romey all write from, so check it and approve it. Then open Settings, Marketing & voice. Business voice holds the notes the writer follows when writing as your company: tone, words to use and avoid, and topics, and the setup can write it from samples of your writing. My personal voice is learned from your own LinkedIn writing, kept apart from the business voice, and Where each voice is used lets you choose which one Romey writes in for customer emails and social posts.

In Wiggle: BusinessMarketing & voice

What are the People, Companies and New Leads pages?

Everyone you deal with and the businesses they work for. One place for every conversation, so nothing depends on memory. Find them under Customers & Sales in the menu: People, Companies and New Leads.

In Wiggle: People

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 Follow ups page?

A few emails, waits and tasks that run for one person, and stop when they reply. Nobody slips through because the follow up depended on memory. Emails go on weekdays in working hours, at most one a day to the same person, with an unsubscribe link, and Wiggle does not track opens or clicks. Find it under Follow ups in the menu.

In Wiggle: Follow ups

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 "People and 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?

Owners and admins open Settings, Imports: every way in is a tile there, a CSV or Excel file, a Google Sheet, HubSpot, Salesforce, Pipedrive, Zoho CRM, a QuickBooks customer list, Mailchimp, Google or Outlook contacts, LinkedIn, your mailbox, Asana and Monday.com projects, and a PayPal activity download. Each tile opens Import set to that source. Choose the file or connect, press Check N rows before importing in the bar at the bottom of the screen, then Import once the check looks right. People already on file are matched, and you can undo the whole import for 30 days. Projects has its own Import from Asana or Monday.com button.

In Wiggle: ImportsImport

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 People 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: People

How do I add my own fields to contacts, companies, deals or projects?

Owners and admins add them in Settings, Sales & proposals, Your own fields. Choose where the field goes (people, companies, deals or projects), what kind it is (text, a number, an amount of money, a date, yes or no, one or several choices, a web address, an email or a phone number) and whether it is needed. It then shows on every record of that kind, is checked as it is typed, can be filled from an import, and comes with you in the export. A field's kind cannot change once it is made, so the values already saved always fit; archive it and make a new one instead.

In Wiggle: Your own fields

What are Lists?

Lists are your own kinds of record: the vans you service, the properties you manage, the rooms you rent. Each list has its own fields, saved views and search, and each record can link to a company, a person and a deal, where it shows under "In your lists". Owners and admins make lists and their fields; everyone in the workspace can add and change records. You can fill a list from a spreadsheet on Import, or have a form add a record for each answer. How many lists you can have depends on your plan.

In Wiggle: Lists

Where do the company logos come from?

From Logo.dev, looked up by the company's website address. If a company has no website on file, or uses a personal email domain such as gmail.com, it shows no logo.

How do I track a job I have won?

Open the won deal and, under Tasks, choose Start a project, or open Deals, then the Projects tab, and choose New project. A project keeps the work you are delivering in one place: what is due, who is on it and what has been billed. Projects can also carry your own fields.

In Wiggle: Projects

Where do I see how sales are going?

Open Deals, then the Reports tab. It shows what you won and lost this month, your share of deals won, monthly recurring income when you have it, deals and their value by stage, open deals by owner, and deals by source, so you can see which sources bring work that closes.

In Wiggle: Reports

How do I log a call, meeting or note?

Open Deals, then the Activity tab, and add one: pick the kind (a call, a meeting, a note or an email logged by hand), the date, the deal or company it is about, and what happened, then choose Log. It shows on that deal's or company's timeline. You can also ask Romey, for example "Log a call with Sarah at Brightside: she wants the quote Friday".

In Wiggle: Activity

How do I give a client their own portal?

Open the company. In its people list, under Client portal, choose Turn on for each person, then Invite to portal. They sign in with an emailed link and see their own proposals, agreements, invoices and the documents you choose Show in portal for. Portal activity shows what they opened. Owners and admins manage it, and it comes with the plans that include the client portal.

In Wiggle: Companies

How do I set up my booking page?

Open Settings, Customer experience, Your booking page. Choose the page name for the link, the title, how many minutes, a buffer between meetings, how far ahead people can book, your time zone and your hours (one line per day, like mon 09:00-12:00, 13:00-17:00), then turn the page on and choose Save booking page. Each booking becomes a lead, a meeting on your calendar and invites for both sides. With your Microsoft 365 calendar connected, leave Where blank and each booking gets its own Teams link.

In Wiggle: Your booking page

How do I make a form for my website?

Open Forms and choose Use this template or New blank form, add your fields and publish it. Copy the link to share it, or Copy the code to put it on your website. Every answer is saved with your contacts, and a new inquiry arrives as a lead. Answers that look like spam can be marked Mark as spam. For the simple lead form on your own site, see Settings, Customer experience, Lead form.

In Wiggle: FormsLead form

Can I bring in contacts from my Microsoft 365 mailbox?

Yes. Connect your Microsoft 365 mailbox in Settings, Connections, then open Import and choose From Microsoft 365 for your Outlook contacts, or People you email with for the people you write to and hear from (newsletters, no-reply addresses and your own colleagues are left out). Wiggle checks the rows for you, so you only press Import N people in the bar at the bottom of the screen. You see every row before anything is saved, people already on file are matched, and you can undo the whole import for 30 days.

In Wiggle: Import

What is the Inbox page?

Email with your customers, filed on the right deal. Replies come straight to you, and with your mailbox connected they are kept with the customer too. 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

How do I connect my Zoho Mail?

Open Settings, Connections, Mailbox and calendar, and choose Connect under Zoho Mail, then sign in to Zoho and allow access. Mail with people already in your contacts is filed with them; other mail is not kept. Only you read the messages unless you tick Share my client emails with my team; your team always sees a line on the timeline. Sending through Zoho is off unless you turn it on.

In Wiggle: Mailbox and calendar

How do I set the name and signature on emails I send?

Open Settings, Advanced, How your emails are sent. Set the From name and your signature, tick Copy me on what I send if you want a copy, and tick Add my booking link under my signature once your booking page is set up. Choose Save identity. Email you send from a deal or a company then goes out under your own name, and replies come back to the right deal.

In Wiggle: How your emails are sent

How do I connect Gmail, Yahoo, iCloud or another mailbox?

Open Settings, Connections, Mailbox and calendar, and choose Any other mailbox. Most providers need an app password rather than your normal password: the card links straight to where you make one (Gmail: myaccount.google.com/apppasswords, which needs two-step verification on; Yahoo: login.yahoo.com/account/security; iCloud: account.apple.com/account/manage). Paste your email address and the app password, then choose Check. Mail to and from people in Wiggle is filed on them; nothing else is kept. You can also skip connecting and BCC or forward client mail to your workspace address instead: open "Using Gmail or another email provider?" on the same card.

In Wiggle: Connections

Where do replies to my emails go?

Replies to email you send from Wiggle come straight back to you, at your own address. If your mailbox is connected in Settings, Connections, Mailbox and calendar, Wiggle also files each reply with the customer and the deal. Without it, replies are only in your own inbox.

In Wiggle: Mailbox and calendar

What is the Workflows page?

Marketing emails that go out over time to people who said yes to your marketing email, started by a form, a booking, a Preview or a deal. Each email has your postal address and a one-click unsubscribe, and unsubscribing stops every workflow and campaign for that person at once. Wiggle does not track opens or clicks. Find it under Marketing, Workflows.

In Wiggle: Workflows

How do I add a DMARC record for my domain?

DMARC is one line of text in your domain's DNS that tells Gmail, Yahoo and others how to treat mail claiming to come from you. Where your domain's DNS is managed (your registrar, Cloudflare, GoDaddy and so on), add a TXT record with the name _dmarc and the value v=DMARC1; p=none; rua=mailto:dmarc@yourdomain.com, using your own domain. p=none only asks for reports and changes nothing about delivery. Settings, Advanced, Mail settings shows whether Wiggle can see it. Later, once the reports look clean, you can move to p=quarantine.

In Wiggle: Mail settings

How do I add my email signature to Outlook or Gmail?

Open Marketing, Email Signatures. An owner or admin makes the signatures there, with your logo and your website's colors, or one for each team member at once. Find yours in the list below and choose Copy signature, then paste it in. Outlook (new, or on the web): Settings, Accounts, Signatures, New signature, paste, choose it for new messages and replies, Save. Classic Outlook: File, Options, Mail, Signatures, New, paste, OK. Gmail: Settings, See all settings, Signature, Create new, paste, then Save Changes at the bottom. Apple Mail: Mail, Settings, Signatures, the + button, paste. Send yourself an email to check the logo shows. Never paste the code itself: use the Copy signature button. People without a Wiggle login can copy theirs from the team link, which an owner turns on at the bottom of the page.

In Wiggle: Email Signatures

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

How do I add my services and prices?

Owners and admins open Settings, Sales & proposals, Service library and add what you sell: its name, how it is priced, how often it is billed, the price and an optional description. Billed is Per job (once), Per instance (each time it is done, or each unit), Per month or Per year; choosing Per month or Per year makes the service recurring. On a proposal the price reads as it is billed, for example $5,000 per month or $50 each, and the total keeps one-time and monthly amounts apart, with what a monthly amount comes to in a year. A per instance price is shown and never added to the total. In a proposal, choose Add from service library to put a service in its packages or add-ons with one click. Romey drafts with these prices and never makes one up.

In Wiggle: Service library

How do I see whether my prices are working?

Financial Overview shows how your prices land, from your own proposals only: how often you win at each price band, with the count behind every figure. The same insight shows as a quiet note under Packages when you write a proposal. Until enough proposals are won or lost it says Not enough proposals yet. It is for people who can see the money, and it never changes a price.

In Wiggle: Financial Overview

Where do I put my terms for clients?

Open Settings, Sales & proposals, Terms on your proposals and write your own business terms, such as payment timing, what is included, changes and cancellation. They show under the Accept button on every proposal you send, and a copy is saved with each client's acceptance as the record of what they agreed to.

In Wiggle: Terms on your proposals

How do I get a document signed?

Open the company, and under Documents choose Upload a file (a PDF). Then choose Send for signature, enter the signer's name and email and a message, and Send. They get a link, read the document, type their name and tick a box; the time, name and a fingerprint of the file are recorded, and you both get a copy. Accepting a proposal is signed the same way from the proposal itself.

In Wiggle: Documents

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 Money, Getting Paid in the menu.

In Wiggle: Getting Paid

What is the Financial Overview page?

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

In Wiggle: Financial Overview

Why is Cash in your books different from my bank balance?

Cash in your books is your bank balances as recorded in QuickBooks or Zoho Books, not the bank's own figure. Until you accept the bank transactions waiting for review in your books, the two differ. Accept them there and the figure catches up at the next read, every morning, or now with Refresh now on Financial Overview.

In Wiggle: Financial Overview

How do I see my Profit and Loss or Balance Sheet in Wiggle?

Open Financial Overview and choose Reports. Pick Profit and Loss, Balance Sheet, Cash Flow, Bills owed (A/P aging) or Expenses by vendor, choose the dates (this month, last quarter, this year or your own), and press Show. Profit and Loss can also show months or quarters as columns, or compare with the period before or the same period last year. Reports are read from QuickBooks when you open them and shown on screen only: to print or download one, use the link to open your reports in QuickBooks. You need to see the finances: owners and admins do, and the owner can give it to others on the Users page. You can also ask Romey, for example "what did we spend on software this quarter?"

In Wiggle: Financial Overview, Reports

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

How do I connect Zoho Books?

In Settings, Accounting and payments, click Connect under Zoho Books, sign in to Zoho and allow access. Financial Overview reads your income by month, money owed to you and cash every morning. Zoho Books does not share a profit and loss report with apps, so income is the invoices dated in each month and there is no margin figure. A payment taken in Wiggle goes to Zoho Books as an invoice for the amount, marked paid.

How do I connect my accounting or payment tools to Financial Overview?

Open Settings, Connections, Accounting and payments. Connect QuickBooks or Zoho Books for your books; paid invoices from Wiggle can go to them one way. For payments, paste a Stripe restricted key (Read my Stripe into Money), or connect PayPal with a Client ID and Secret from developer.paypal.com with only Transaction search ticked. Financial Overview reads each one every morning, and reading never changes anything there. Xero shows Coming soon for now.

In Wiggle: Accounting and payments

What is the Tasks page?

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

In Wiggle: Tasks

What is the Processes & 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 Business Management, Processes & Checklists in the menu.

In Wiggle: Processes & 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.

How do I make and run a checklist?

Open Processes & Checklists and choose New checklist. Add a step for each thing to do, use Preview the tasks to check it, then Publish. Run it with Start this checklist, or on a deal with Start a checklist, and each step becomes a task. You can also save a schedule so it starts by itself. Stop this checklist lets you leave its tasks open or mark them done.

In Wiggle: Processes & Checklists

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 Management, Business Plan in the menu.

In Wiggle: Business Plan

What is the Scorecard page?

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

In Wiggle: Scorecard

What is the Roles & Accountability page?

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

In Wiggle: Roles & Accountability

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 Business Management, 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 is the Quarterly Priorities page?

The 3 to 5 things that matter most this quarter, how each is going, and the review of last quarter. A year is too long to steer by; a few priorities a quarter keep everyone pulling the same way. Find it under Business Management, Quarterly Priorities in the menu, next to Alignment.

In Wiggle: Quarterly Priorities

What does "Rocks" mean?

What some planning methods call the few big priorities for a quarter. Wiggle calls them this quarter's priorities: 3 to 5, each with an owner.

What is the Alignment page?

Every yearly goal on one page, with this quarter's work under it, the number that measures it, and who owns each. A goal with no work, no number or no owner quietly slips; seeing the gaps is how you close them. Find it under Business Management, Alignment in the menu, next to the Business Plan.

In Wiggle: Alignment

What does "X-matrix" mean?

A planning chart from Hoshin Kanri that lines up the yearly goals, this quarter's work, the numbers and the owners on one page. Wiggle's Alignment view is a simple version of it.

What is the Solve a problem page?

One page for one problem: the facts, why it happens, the fix with an owner and a date, and a check that it held. Fixing the real cause once beats patching the same problem every week. Open it from a problem in the Weekly Meeting with the One-pager button; an owner or admin approves it.

In Wiggle: Weekly Meeting

What does "Five whys" mean?

Asking "why?" about five times in a row, until the answer is something you can fix rather than a symptom.

What does "Root cause" mean?

The real reason a problem keeps happening. Fix it and the problem stops; fix only the symptom and it comes back.

What does "A3 one-pager" mean?

One page that tells a problem's story: the facts, why it happens, the fix, and a check that it held. Named after the A3 sheet of paper it was first drawn on.

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.

How do I turn on the planning toolkit?

Owners and admins open Settings, Plan & usage, Planning toolkit, and choose Turn on the planning toolkit. It adds Business Management to the menu (a simple yearly plan, the Scorecard, Roles & Accountability, a 30-minute Weekly Meeting and Processes & Checklists) and Financial Overview under Money, built from what Wiggle already knows. Turning it off hides it from the menu only; nothing is deleted.

In Wiggle: Planning Toolkit

How do I set goals for the year?

Open Business Plan and choose Goals for the year. Add a yearly goal, then quarterly goals under it, and milestones under those. Give each an owner and a status for how it is going, and use Link to tie a task or project to it. A goal with goals under it takes its status from them.

In Wiggle: Goals

How do I set up my weekly numbers?

Open the Scorecard and choose Add a number. Pick one Wiggle can measure for you, or make your own with New number, then set its target and who owns it. Keep the list short: a handful of numbers that tell you each week whether things are on track. Use Move up and Move down to order them.

In Wiggle: Scorecard

How do I run the weekly meeting?

Open Weekly Meeting. The agenda is built for you from your numbers, goals and to-dos; go through it with Next section. Add a problem as it comes up, then Discuss and Solve it, adding a to-do for whoever takes the next step. Choose Close the meeting, then Close and send the recap so everyone has what was decided.

In Wiggle: Weekly Meeting

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. Posting to Facebook and Instagram is in development while Meta reviews Wiggle's app.

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 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 "Scheduled" mean?

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

How do I publish my blog on my own website?

In Settings, open Publish your blog, type your website's address and click Connect WordPress. WordPress asks you to sign in and approve Wiggle BOS, which makes a password only Wiggle uses. Use a login that can publish posts (Author, Editor or Administrator). From then on, each post you publish in Wiggle goes to your website within 15 minutes, with its cover image. Edits follow it, and hiding a post here sets it back to draft there. Older posts are not sent. To stop, turn off Send posts to this website or choose Disconnect, which also removes Wiggle's password from WordPress.

How do I get more reviews?

Open Reviews, then Setup. Add the sites where customers review you, with your page on each, and switch On the ones to ask for: Google, Facebook or Trustpilot. Choose when to ask (a deal won, a project done, an appointment ended or an invoice paid through Get paid) and the delay, check the email (Romey can draft it), and Save. To ask by hand, use Ask for a review now on a person, or Ask for reviews on a People selection; the first time, you confirm that you ask your customers the same way, whatever their experience. Each ask is one email with your address and a link to stop review requests, to a page that is the same for everyone: a button for each site that is On and a private message form. Messages arrive under Feedback. Wiggle never asks only happy customers, never offers anything for a review, never asks for stars and never sends anyone to Yelp. Reviews left on Trustpilot from a Wiggle link show there as Unprompted, not Verified.

In Wiggle: Reviews

How do I know if my website goes down?

Add your website on Website & search and Wiggle checks it every 5 minutes. After two misses in a row, you and your admins get a notification, and another when it answers again, and Home shows Your website is not answering until it is back. See the latest under Is your website answering?, where Check it now checks at once.

In Wiggle: Website & search

How do I find out what to fix on my website?

Open Website & search and add your website. Wiggle reads your own pages on a schedule you choose (every week or every month) and lists What to fix, most important first, with why it matters and how to fix it, plus a mobile speed score. Choose Make a task on any item to put it on your list, and Fixed since the last check shows your progress.

In Wiggle: Website & search

How do I see my Google search clicks and website visits?

Owners and admins open Settings, Connections, Website analytics and connect Search Console, Google Analytics or both, signing in with the Google account that has access to them. Wiggle only reads. Website & search then shows what people searched, the pages they landed on and pages losing search traffic, for 28 or 90 days, and where visitors came from.

In Wiggle: Website analytics

How do I write and publish a blog post?

Open Blog and choose New post. Write it yourself or have Romey draft it in your writing voice, add a cover image, then choose Publish now, Schedule, or Send for review if someone approves posts first. Share this post sends it to your social accounts. If your website is connected, it goes there too.

In Wiggle: Blog

How do I send an email campaign?

Open Email campaigns, choose New email and build it, then choose Send as campaign. Owners and admins pick who gets it: people who agreed to marketing email, and, if you confirm you may, people who have not answered yet, optionally only customers, leads or past customers. Send it now or schedule it. It never goes to anyone who said no, unsubscribed, bounced or complained, and every email carries an unsubscribe link and your business address.

In Wiggle: Email campaigns

How do I use my own web address for my website and proposals?

On a plan with Wiggle websites, open Settings, Advanced, Domains. Add your domain and put the few records it shows where the domain is registered; the domain stays in your name and you never change nameservers. Leave your email records (MX, SPF, DKIM and DMARC) exactly as they are. If your domain is on Cloudflare, you can connect a read-only Cloudflare token so Wiggle checks the records straight from your account.

In Wiggle: Domains

How do I edit and publish my Wiggle website?

On a plan with Wiggle websites, owners and admins open Website in the menu. Open your site, make changes, check them with Preview, then Publish. History keeps earlier versions, so you can compare and restore one.

In Wiggle: Website

How does the cookie consent banner on my website work?

A website Wiggle hosts gets a consent banner whenever it has tracking (Google Tag Manager, Google Analytics or a Meta Pixel, set in Website, Tracking) or shows Facebook's posts box. It is on unless you turn it off in Website, Tracking. It is designed to meet the EU, UK and Swiss privacy rules, California's, and Google Consent Mode v2, and it supports them; it does not guarantee that your site complies, and it is not a Google certified consent platform. Google asks for a certified platform only from publishers showing AdSense, AdMob or Ad Manager ads in Europe; a business site that advertises needs Consent Mode v2, which the banner sends. Visitors in the EU, the UK and Switzerland are asked first, with Accept all and Reject all side by side, and no tracking runs until they choose. In California, and for browsers that send Global Privacy Control, visitors are opted out of the sale or sharing of their information and see a Do Not Sell or Share link. Every page has a Your privacy choices link to change a choice. Each choice is recorded without personal data, and the records are in your workspace export. The banner looks the same on every site, in your site's colors and fonts. Publish after changing it.

In Wiggle: Website

How do I make a promo video of a car or a home?

Open Marketing, Promo Videos. First set up a presenter once: upload a headshot of one person facing the camera, tick that it is your face or that the person agreed, and that they are 18 or older, and Wiggle draws them on four cartoon poses. If a shirt collar shows under the chin, choose Fix the chin line and drag the line up. Then choose New car video or New home video, upload a photo (for a car, the whole car in the frame) or pick a Deal of the Week, and tell Romey the facts: for a car the year, make, model, price, mileage and the line that goes with the price; for a home the town, price, bedrooms and bathrooms. Romey asks for anything missing and uses only what you tell her or what your listing says. Pick a Style (Sticker Party, Comic Book, Seasonal, which themes itself for the time of year, like Halloween, Black Friday or Happy Holidays, Movie Trailer, Retro Game, Trading Card or Breaking News, which come with their own music) and the music, then choose Build the video. It takes about two minutes, and then you can download it or send it to Social Posts. Videos say Made with AI. They never say SALE or PRICE DROP unless you fill in a real earlier price under Was. Running one as a Facebook or Instagram ad? A car ad goes in the Financial Products and Services special ad category and a home in the Housing category.

In Wiggle: Promo Videos

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, charges or deletes anything on its own. Romey only posts on its own if an owner switches on Automatic posting for the blog, or Auto-share for your own published blog posts.

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. Romey never sends on its own, and only posts on its own if an owner switches on Automatic posting.

In Wiggle: Romey

How do I connect Claude or ChatGPT to Wiggle?

On the Business and Scale plans, open Settings, Connections, AI assistants and choose Copy beside your address (https://app.wigglebos.com/mcp). Claude (any paid Claude plan): in claude.ai open Settings, Connectors, Add custom connector. Name it Wiggle, paste the address, keep the settings Claude picks, choose Add, then Connect. ChatGPT (Plus, Pro, Business or Enterprise; the free plan cannot add apps): open https://chatgpt.com/plugins, choose Add at the top right, then Create MCP App. Name it Wiggle BOS, paste the address, choose OAuth, then Create. Either way, Wiggle opens: sign in, pick the workspace, tick the box and choose Allow. In a new chat, turn Wiggle on (in ChatGPT, from the + menu) and ask, for example "Which deals are waiting on a reply?" or "What did Northwind last say to us?". It can only read what you ask about; it cannot change, send or delete anything, and every read is in Who looked at what. Once it has read something, that provider's own terms and privacy policy apply to it. Disconnect any time under Settings, Connections, Your AI assistants and add-ins.

In Wiggle: AI assistants

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, Google (Calendar, Contacts, Drive, Sheets, Search Console and Analytics), any email account by IMAP, QuickBooks, Square, Stripe, PayPal, Zoom, Calendly, Slack, Microsoft Teams, Asana, Mailchimp, Klaviyo, Brevo, Granola, WooCommerce, WordPress, Zoho Mail, Zoho Books, OneDrive, SharePoint and Dropbox today, plus Excel and Word export and text alerts, and review asks that send customers to your Google, Facebook or Trustpilot page, with Facebook and Instagram posting, Wix, Xero, Canva and DocuSign in development. You can bring your data in from 16 sources, including HubSpot, Salesforce, Pipedrive, Zoho CRM, Asana and Monday.com, or from Airtable or Notion exports. There are also webhooks and an API, which also work with Zapier, Make and n8n.

How do I attach a file from Google Drive, OneDrive, Dropbox or Box?

Open a deal, company or project and choose Attach from OneDrive, SharePoint, Dropbox or Google Drive (Box is coming soon). The first time, you allow Wiggle to open the files you pick; you still choose each file, and Wiggle sees only what you pick. By default Wiggle keeps a link, so the file stays where it is with the sharing it has there. Choose Save a copy in Wiggle to keep the file itself (up to 50 MB); a Google Doc, Sheet or Slides file is saved as a PDF. Romey never reads attached files.

How do I connect Brevo?

On the Brevo card in Settings, Connections, Marketing tools, follow the numbered steps: the link opens Brevo's API keys page (app.brevo.com/settings/keys/api), where you generate a key. Paste it on the card. If you have one list, Wiggle uses it; otherwise pick the list. From then on, a new lead, a win, an accepted proposal or a booking adds that person to the list, but only if they ticked a box to hear from you. Send test checks the key and counts the list; it adds nobody. Keep an eye on your Brevo plan: if the list grows past its contact limit, Brevo may move you to a bigger plan.

How do I use Wiggle with n8n?

n8n talks to Wiggle through its API and webhooks. Create an API key in Wiggle and use it in an n8n HTTP Request node to read or add records such as contacts, deals and tasks. To react to things happening in Wiggle, add a webhook in Wiggle pointing at an n8n Webhook node and choose the events you want, such as a new lead or a won deal. Treat the API key like a password.

How do I connect Granola?

In Granola, open Settings, then Connectors, then API keys, and create a key. A workspace key made by an admin also covers shared notes. In Wiggle, open Settings, Meeting notes, paste the key under Granola and save. Wiggle sets up the connection with Granola for you. From then on, each meeting summary Granola writes is added to the matching deal or company, and a meeting with nobody you have on file waits in your Inbox. Granola API keys need a Granola Business or Enterprise plan. To stop, choose Disconnect; Wiggle removes its link at Granola.

How do I connect my online store?

WooCommerce: in WordPress, open WooCommerce, Settings, Advanced, REST API, and add a key with Read permission. Paste the key, the secret and your store's address in Settings, Accounting and payments. Wiggle refuses a key that can make changes. For Square, tick Keep a buyer summary from Square on its card. Financial Overview then shows orders and repeat buyers, and each company shows what its people bought. Only people with finance access see these figures. Disconnecting deletes what was kept.

How do I attach a file from SharePoint?

On a deal, company or project, choose Attach from SharePoint, allow access once, then pick a site, a library and the file. Keep a link (the file stays in SharePoint with its own sharing) or save a copy in Wiggle. If your company requires an administrator's approval, Wiggle shows you how to ask for it.

How do I connect Mailchimp?

Open Settings, Connections, Marketing tools, and choose Connect Mailchimp. Sign in to Mailchimp, then pick the audience here. Only people who agreed to hear from you are added. Tick Ask new subscribers to confirm (double opt-in) if you want Mailchimp to email them first. Send test checks the connection and counts the audience; it adds nobody. You can paste an API key instead if you prefer.

In Wiggle: Marketing tools

How do I connect Klaviyo?

Open Settings, Connections, Marketing tools, and choose Connect under Klaviyo. Sign in to Klaviyo, then pick the list here (if you have only one, Wiggle picks it for you). Only people who agreed to hear from you are added to it. Send test checks the connection. If you prefer, paste a private API key instead: in Klaviyo, Settings, API keys, Create Private API Key with full access to Profiles and Lists, and copy the List ID from the list's settings.

In Wiggle: Marketing tools

How do I connect Calendly?

Open Settings, Connections, Calendly, choose Connect Calendly, sign in and allow the app. Then pick which event types become leads and meetings (none picked means all of them) and choose Save. Calendly sends bookings to other tools only on its paid plans (Standard or higher). Disconnect stops the booking notifications at Calendly.

In Wiggle: Calendly

How do I get Zoom meeting notes into Wiggle?

Open Settings, Connections, Meeting notes, and choose Connect my Zoom. Everyone connects their own Zoom. After each meeting, Zoom's transcript becomes notes, decisions, next steps and suggested follow-ups on the matching deal or company. Zoom makes transcripts only on its paid plans, with cloud recording and the audio transcript turned on in your Zoom settings. Process the last 30 days picks up recent meetings.

In Wiggle: Meeting notes

How do I get alerts in Slack or Microsoft Teams?

Open Settings, Connections, Slack and Microsoft Teams. Slack: choose Add to Slack, pick the channel, choose which events to send (a new lead, a deal won, a proposal accepted, a payment) and use Send test. Microsoft Teams takes a few more clicks: 1) In Teams, make a channel for alerts if you like (for example "Wiggle alerts"). 2) Next to the channel name choose More (the three dots), then Workflows. 3) Search for "Send webhook alerts to a channel", choose it, then Next and Add workflow. 4) Choose Copy webhook link. 5) In Wiggle, paste the link on the Microsoft Teams card, save, and choose Send a test. A card saying "Test from Wiggle" appears in the channel. If the test says Teams refused it (401), open the workflow in Teams, choose Edit, and set who can trigger it to Anyone. Keep that link private: anyone with it can post to the channel. Teams cards say what happened and link to it, never amounts or messages.

In Wiggle: Slack and Microsoft Teams

How do I connect Zapier or Make?

To send Wiggle events to a Zap or scenario, open Settings, Advanced, Webhooks. In Zapier, start a Zap with Webhooks by Zapier, Catch Hook; in Make, add a Custom webhook. Paste the address it shows, choose Connect, then Send test. Each post is signed so your Zap can check it came from Wiggle. Apps you connect this way are listed under Connected apps, where you can take their access away at any time.

In Wiggle: WebhooksConnected apps

How do I make an API key?

Owners and admins open Settings, Advanced, Connected apps. Under API keys, type what the key is for, tick what it may do, and choose Make the key. Copy it straight away: it is not shown again. Each key's use shows beside it, and Revoke stops it at once. Treat a key like a password.

In Wiggle: Connected apps

Microsoft says I need admin approval to connect. What do I do?

Many companies only let their Microsoft 365 admin approve new apps. When that happens, Wiggle brings you to Settings, Connections, Mailbox and calendar, with a panel headed "Your company's Microsoft admin needs to approve Wiggle BOS once". Pick one: type your admin's email and choose Send the approval request (Wiggle emails them the link), choose Copy the approval link and send it however you like, or choose Email this to my admin to open your own email with a ready note. Your admin opens the link, signs in with their Microsoft admin account and chooses Accept. That approves mail, calendar, contacts, OneDrive and SharePoint for everyone at your company, once. Wiggle emails you when it is approved; then choose Connect again. Wiggle never sends email as you.

In Wiggle: Connections

A connection test or Connect failed. What does the message mean?

Wiggle now says what went wrong in plain words. The common ones: "does not exist (404)" means the address was copied wrong, so copy it again and paste it; "refused it (401)" means the key or address is not allowed, so make a new one; "busy right now (429)" means wait a minute and try again; "had a problem on its side" means that service is having trouble, so try later. After Connect: if Cancel or Deny was chosen, press Connect again and choose Allow; if not every permission was allowed, leave every box ticked; if it needs a work account, sign in with your work account; if your plan with that service does not include it, check your plan there. If it says the problem is on our side, we have already been told. Setup steps stay open on each card until it is connected, with links straight to the right page.

In Wiggle: Connections

How do I set the Deals of the Week on my car dealer website?

Connect your inventory feed once: Settings, Connections, Inventory feed, paste the feed address and the key, and choose Connect. Wiggle checks them with the feed and changes nothing. Then ask Romey in plain words: make stock U096885 a deal of the week, add U123456 to the deals, take U096885 off the deals, clear the deals, or what are the deals? Romey checks the stock number with the feed and shows the car and its price; choose Approve and it is done. A stock number that is not in the inventory, or a car that is sold, is said plainly and nothing changes. Up to 10 deals. Your website's Deal of the Week section shows up to three of them as cards and reads them each time the page opens, so a change shows within a minute without publishing. To add that section, ask the Website Designer to show the live deals on the home page, then publish once. Only the owner or an admin can change the deals.

In Wiggle: Inventory feed

How do I add Wiggle to Outlook?

Wiggle is not in Microsoft's add-in store yet, so you add it from a file. It takes about two minutes. 1) Download the add-in file: open https://app.wigglebos.com/addins/outlook/manifest.xml and save it (right-click, Save as), or use Download the Outlook add-in in Wiggle under Settings, Connections. 2) Choose Open Outlook add-ins on the same card (or open https://aka.ms/olksideload). Outlook on the web opens with the Add-ins window showing. 3) Choose My add-ins on the left, scroll to Custom Addins, choose Add a custom add-in, then Add from File, and pick the file you saved. Choose Install. 4) Open any email from someone in Wiggle and choose Wiggle on the email's toolbar (or More, then Apps). If Add a custom add-in is greyed out completely, your company only lets its Microsoft 365 admin add apps: see "My company blocks custom add-ins".

In Wiggle: Connections

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.

Why is "Add from URL" greyed out in Outlook?

Microsoft 365 turns off Add from URL for most accounts. Use Add from File instead: save the Wiggle add-in file from https://app.wigglebos.com/addins/outlook/manifest.xml and choose Add a custom add-in, then Add from File. It is the same add-in.

My company blocks custom add-ins. How does our admin add Wiggle to Outlook?

A Microsoft 365 admin can add Wiggle for one person or the whole company. 1) Open https://admin.microsoft.com, then Settings, Integrated apps. 2) Choose Upload custom apps. For the app type choose Office Add-in, then Provide link to manifest file, and paste https://app.wigglebos.com/addins/outlook/manifest.xml. Choose Validate, then Next. 3) Choose who gets it: Just me, Specific users or groups, or Entire organization. Choose Next. 4) Accept the permissions and choose Finish deployment. Microsoft says it can take up to 12 hours to appear in Outlook; it is often much quicker.

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 kept in encrypted cloud storage. 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 privacy@wigglebos.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

How do I get a list into a spreadsheet?

At the bottom of any list, choose Download CSV. You get every row that matches your filters and sort, not just the page you see. Download Excel sits beside it. Open in Google Sheets makes a new Sheet in your own Drive. Cells that start with =, +, - or @ get a leading apostrophe so a spreadsheet never runs them as formulas.

How do I bring data in from Airtable, Notion or Zoho CRM?

Export a CSV from Airtable (Download CSV on a view), Notion (Export, Markdown & CSV) or Zoho CRM (Export), then use Import. Wiggle matches the columns by name; check the matches, press Check N rows before importing, then Import N people. You can undo an import for 30 days.

How do I export to Excel or Word?

Every list has Download Excel next to Download CSV; it downloads the list as you have filtered it. In a proposal, Download Word gives you the proposal as an editable Word file, handy as an attachment. Images and the accept button are not included.

Can Wiggle support see my workspace?

Not without your OK. When Wiggle support asks, the owner answers in Settings, Data & privacy, Support access (it also shows on Home): you choose what they see and for how long, and you can end it at any time. Keys and passwords are never shown. Staff access in the same section lists each time support opened your workspace, and why.

In Wiggle: Support access

How do I see who looked at what?

Owners and admins open Settings, Data & privacy, and scroll to Who looked at what. It lists every time someone in the workspace, Wiggle support or a connected app looked at, listed, changed or downloaded a record, never the data itself. Filter by person, kind of record and dates, then Download CSV or Download Excel. The log cannot be changed, and Check the log proves it.

In Wiggle: Data & privacy

What is the Settings page?

How your workspace is set up. Most businesses only need the first few 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 or email, set your quiet hours, and choose a daily or weekly summary email if you like.

In Wiggle: Notifications

What if I lose the phone I use for two-step sign in?

Use a recovery code. When you set up two-step sign in, Wiggle gives you 10 recovery codes to keep somewhere safe, away from your phone. Sign in with your password, choose Use a recovery code instead and type one of them, then set up two-step sign in on your new phone. If you never saved your codes, make them now in Settings, Team & access, Two-step sign in.

In Wiggle: Two-step sign in

What is the monthly letter, and how do I turn it on or off?

On the 1st of each month, owners get a short email about the month before: what changed, what needs attention and one next step. Admins can choose to get it too. Turn yours on or off with Send me the monthly letter in Settings, Team & access, Monthly letter. Only your own letter changes.

In Wiggle: Monthly letter

Can I get urgent alerts by text message?

Yes. Open Notifications, then Text alerts, enter your own mobile number (US numbers), tick the box and choose Text me a code, then type the 6 digit code and choose Turn on texts. Only urgent alerts are texted, such as your website not answering or a failed payment. Between 8pm and 8am they wait unless you tick Urgent alerts may wake me. Choose Stop texts, or reply STOP, to end them.

In Wiggle: Notifications

How do I hide menu items I never use?

Open Settings, Team & access, What shows in my menu. Untick what you never use; each change saves as you make it. Only your menu changes; everyone else keeps theirs, and nothing is deleted. Home, Romey and Settings always show. Tick an item again to bring it back.

In Wiggle: What shows in my menu

Who can see the money, and how do I give someone access?

Owners and admins see Financial Overview, Cash Forecast, Getting Paid and the money lines in the weekly briefing. A team member sees them only when you give them finance access on the Team page. The same access shows store purchases on a company and price insights.

In Wiggle: Team

How do I make everyone on my team use two-step sign in?

If you own the workspace, open Settings, Team & access, Two-step sign in, and tick Require two-step sign in for everyone. Set it up for yourself first; the box works only once you have signed in with your own code. Anyone who has not set it up gets 14 days, with a reminder each time they sign in, and after that they set it up before they can carry on. Under Your team you can see who has it set up. Admins can see the setting but only the owner can change it.

In Wiggle: Two-step sign in

What does it cost?

Wiggle BOS is a paid subscription. Early access (Alpha) and Beta are by invitation. Each plan includes a set number of users, websites and a monthly allowance of AI help, shown when you subscribe, and extra users can be added. We share current plans and pricing when we set up your workspace.

Is there a free trial?

No. Wiggle BOS is a paid subscription. Early access (Alpha) and Beta are by invitation. If you want a quick look first, the Wiggle BOS Preview is coming soon: get an email when it opens.

Can I cancel?

Yes, any time, from Settings, Plan & usage: choose Cancel subscription. Cancellation takes effect at the end of the current billing period, and you keep full access until then. After that the workspace is read only for 90 days and you can download everything; we email the owner at least 30 days before it is deleted.