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How to use Norbs

One task per guide, step by step. Open a guide to read it, or watch the short video where there is one.

Get started

Set up your business on Norbs
  1. Create your account with your mobile number and the code we send you.
  2. Pick up to three languages for replies. Here — English, Hindi and Kannada.
  3. Add your name and your business name.
  4. Now tell Norbs about your business, in your own words — any language, even mixed.
  5. Or tap Speak and just say it.
  6. Add a photo — a price label, a menu, a rate card. Norbs reads it. Check what it found, then save.
  7. Add your price list. Every item and price comes in, ready to check before it is saved.
  8. Word, PDF, CSV and PowerPoint work too. If a file may not be your own — a supplier's list, say — Norbs asks before saving it.
  9. Everything you added, in one place.
  10. Check what Norbs understood about your business.
  11. Confirm your type of business.
  12. Mark where you operate.
  13. Then buy a plan on our website — and Ask AI is ready for you and your team.

Knowledge

Upload a document
  1. Open Knowledge and tap Add document.
  2. Pick a file — Word, PDF, Excel or a photo. Norbs reads it.
  3. Here's what Norbs found. Check it, and fix anything that's wrong before you save.
  4. When it looks right, tap Save to knowledge.
  5. The new facts are now part of what Ask AI knows.
  6. And the file itself is listed under Documents.
Check & fix what Norbs read
  1. Add a document as usual — then always check what Norbs read before you save.
  2. Look closely: this price has lost a zero.
  3. Tap it and type the right price.
  4. Now check the facts too.
  5. A fact can be wrong too — this price range covers only the new items. Remove it with the cross.
  6. Then tap Save to knowledge.
  7. Open Products — the corrected price is saved.
Search — by name or by photo
  1. Type in the search box — results appear as you type.
  2. Your own product comes first. A supplier's rate is shown apart, never as your price.
  3. AI search can also use a photo — tap Gallery.
  4. Pick the photo.
  5. Crop it to the label, and tap OK.
  6. Norbs reads the label and finds the product — your price and the supplier's, side by side.
A product's page
  1. In Knowledge, open Products and tap a product.
  2. Its page shows your price and how much stock you have.
  3. Product details shows the unit and the GST rate.
  4. Tap Edit product to change the price, stock, GST or units.
Upload a new version of a document
  1. To update a document, add the new file with the same name.
  2. Norbs reads it. Check what changed — here, the new prices.
  3. Then tap Save to knowledge.
  4. Open the document: the new file is version 2, in use.
  5. The old version stays below. Ask AI uses the version in use.
Go back, retire or restore a version
  1. To go back, open the older version and tap Use this version.
  2. Ask AI will use that version. Your products and prices stay as they are.
  3. Version 1 is now in use. Switch back the same way.
  4. To stop using a version, tap Retire. Its facts leave your answers.
  5. The newest remaining version takes over — and a retired version can be restored any time.
  6. Tap Restore, and it's back in use.
Share a document with field staff
  1. Open a document and tap Share with.
  2. Tick the field staff who should see it. Team members already see every document.
  3. Other apps send the file itself, out of the business. Then tap Done.
  4. Your team shows what each person sees. Field staff see only what you share, until their access date.

Ask AI

Ask AI — by text or by voice
  1. In Ask AI, type a question — or tap one of the suggestions.
  2. Norbs answers from your own documents — here, your payment and credit terms.
  3. Or tap the mic and just ask, in your language. Tap stop when you're done.
  4. Your question goes as a voice message, and the answer comes back as text.
Ask AI about a photo
  1. In Ask AI, tap the clip and choose a photo.
  2. Pick the photo — a shelf label here — and crop it.
  3. Then type your question about it.
  4. And tap Ask.
  5. Norbs checks the photo against your price list — here, the label is out of date.
Chats your team shares
  1. Ask AI chats belong to the business, not one person. Long-press a chat to rename, limit or archive it.
  2. Here, the new chat gets a clear name.
  3. A field rep's chat is private — only they and you can see it.
  4. Priya, a team member, sees the same chats — but not the field rep's.
  5. She can open any chat and carry on the conversation.
  6. Everyone sees the question and the answer, in one place.

Products

Update a price or stock through Ask AI
  1. Open Ask AI and start a new chat.
  2. Type the change — the product, its new price and its stock.
  3. Norbs prepares the change for you. Tap Review and approve.
  4. Check the old and new values, then tap Approve.
  5. Confirm — this updates your real records.
  6. The change is saved.
  7. To check, open Business, then Products.
  8. The product now shows the new price and stock.
  9. Open it to see the same values in its details.

Team

Add a team member or field staff
  1. Open Settings, then Your team. Tap the Add button.
  2. A team member gets the shop, products and Ask AI. Type their mobile number and name.
  3. Tap Add to my team. They sign in on their own phone with an OTP.
  4. Now add field staff.
  5. Field staff see only their own day. Choose how long they need access — it ends by itself.
  6. Type their number and name.
  7. Tap Add field staff.
  8. The list shows each person's role, and when field staff access ends.
Choose what field staff can see
  1. Open Settings, then Your team.
  2. Tap Knowledge on their row. Route and punch-in stay on; everything ends with their access date.
  3. Sales rep turns on products, AI search and Ask AI.
  4. Set a daily AI spend limit for them.
  5. To choose documents, tap Selected and tick them. It now shows Custom.
  6. Tap Save. Their row now lists exactly what they can see.
Edit or remove someone
  1. Tap Edit on someone's row.
  2. Change their name if needed. To change the number, remove them and add the new one.
  3. Extend their access — pick how long.
  4. Tap Save. The row shows the new name and end date.
  5. Remove takes them off your team straight away. What they entered stays in your records.
  6. Or tap Keep them — nothing changes.

Field ops

Import your client list
  1. In Settings, open Field ops, then Field clients.
  2. To bring in your whole client list, open Import and choose an Excel or Word file.
  3. Pick the file — Norbs reads it.
  4. Check the list and fix anything that reads wrong.
  5. Tap Look up these addresses. Some need you to choose the right place.
  6. Open each one, pick the place on the map, and check the pin.
  7. Confirm — it moves to Placed.
  8. Do the same for the rest. A shop the map doesn't know lands on its area, not its door — drag the pin there.
  9. Next, review all your clients on one map, and check every pin.
  10. Tap Confirm. Your clients are ready for planning the day.
Add one client by hand
  1. Tap the map where the client is.
  2. The pin goes exactly where you tapped. Type their name, address, area and phone.
  3. Tap Add — the client is on your map.
  4. Or search for a place, like a landmark near them.
  5. Pick it — Norbs pins it as a new client.
  6. Tap the pin, then Edit name or address.
  7. Give it the client's real name, then Save.
  8. Re-centre shows all your clients on the map.
Plan someone's day
  1. Open Settings, then Plan the day.
  2. Tap Assign clients, then pick who is going out.
  3. Add a note for their day, like what to collect.
  4. In List, tick the clients they should visit.
  5. See them on the Map, then save the day.
  6. The board shows each person's stops, and how many are visited.
  7. Tap a name to see their stops and your note.
Pick clients on the map
  1. You can also pick clients on the map.
  2. Pick the person, then tap a pin to see that client.
  3. Add it to their day.
  4. Tap Draw and circle several pins — they're all added at once.
  5. Erase takes clients off the same way.
  6. Changed your mind? Undo puts back the last loop.
  7. Tap Save this day.
Review the day
  1. Open Plan the day.
  2. The board shows today's visits for everyone.
  3. Tap a name to see only their pins.
  4. Each stop shows if they punched in and out at the client, plus their note and photos.
  5. Show route draws their path — only where the phone recorded it.
  6. Summary writes up their day. It uses your credits.
  7. It reads their notes, voice notes and photos — so you get the whole day in one place.

Field staff

Start my day· field staff
  1. Today shows your stops and the office's note.
  2. Tap Start my day, and read the promise: recording runs only between Start and Finish.
  3. Agree, then allow notifications — so you always see when it records.
  4. Your day has started — the time shows at the top.
  5. A notice stays on your phone while it records.
At a client· field staff
  1. At the client, tap I've reached.
  2. When you're done, tap Done here.
  3. Write what happened — or tap Speak to say it in your own language.
  4. Add a photo — take one, or pick from the gallery.
  5. Tap Save and move on. The note shows under the stop.
Finish & start again· field staff
  1. When your visits are over, tap Finish my day.
  2. It tells you which stops were not visited. Tap Finish.
  3. Recording stops. Need to go back out? Tap Start again.
  4. It's the same day — nothing extra is charged. Your remaining stops open again.
Your knowledge & Ask AI· field staff
  1. Knowledge shows what the owner shared with you — until your access date.
  2. Check products, prices and stock.
  3. Documents shared with you are here.
  4. In Ask AI, type a customer's question — a private chat with you and the owner.
  5. The answer comes from what the owner shared — use it on the spot.

Business

Your products list
  1. Business, then Products, lists everything you sell — with price and stock.
  2. Products you retire move to Retired, and can be restored.
  3. Columns turns off fields you don't use.
  4. Tap Add to enter a new product by hand.
  5. Search by name, or by SKU if you use them.
Units
  1. Units lists the units Norbs already knows.
  2. To add your own, tap Add, type its name, then Add a conversion.
  3. Say what it's worth — here, one tray is twelve bottles.
  4. Choose Whole business to use it for every product.
  5. Tap Save.
  6. Your own units are marked Yours, with what they're worth.