Betty Help Center

Betty is an AI office assistant for busy professionals. You ask in plain language and Betty drafts e-mails, letters, reports and proposals, summarises documents you attach, plans your week and works through problems with you.

Betty also has her own documents (download as Word or PDF), notes, a calendar and tasks that can sync with Google or Outlook, image creation and data analysis of spreadsheets. Betty uses several AI models, each chosen for the task.

• Betty works in any modern browser on a phone, tablet or computer. There is nothing to install.
• Your data is hosted in South Africa and billed in rand.
• Betty can make mistakes. Check important facts and figures, and ask a professional for legal, tax, financial or medical advice.

1. Go to bettygenius.co.za and press Sign Up.
2. Either press Continue with Google or Continue with Microsoft, or fill in your name, e-mail address, country and a password (at least 8 characters) and accept the Terms of Service and Privacy Policy. A short security check (Cloudflare) runs above the button; it usually completes by itself.
3. If you signed up with e-mail and password, open the e-mail from Betty and press Confirm my email. The link works for 48 hours. No e-mail? Check your spam folder, or press Send the email again.
4. Every new account starts with a free 7-day trial of the Advanced plan. No card is needed.
5. Next time, press Log In and use the same method (Google, Microsoft, or e-mail and password).

1. On the Log In page press Forgot password.
2. Enter your e-mail address and press Send Reset Link.
3. Open the e-mail Reset your Betty password and press Reset Password. The link works for one hour.
4. Choose a new password and log in with it.

Signed up with Google or Microsoft and never set a password? You can still use Forgot password to create one.

1. Press the ☰ button at the top right to open the menu: Chat, Documents, Notes, Calendar, Tasks, Images, Data Analysis, Request a feature, Refer a friend, Help and Settings.
2. On a computer, press the pin in the menu header to keep the menu open next to the page. Press it again to unpin.
3. Settings opens My Profile, Security and Plans & Billing.
4. Log Out is at the bottom of the menu.

Every page adapts to your screen, so Betty works the same on your phone. On a phone the calendar opens on the Day view.

1. Open Chat. Type your request in the box at the bottom and press Send.
2. Be specific: who it is for, the tone, and any names, dates or amounts. For example: "Write a polite follow-up to ABC Builders on our quote of R45 000 sent on 1 October; offer a call this week."
3. For an e-mail Betty gives a subject line and the text, ready to copy. Ask for changes in plain words: "shorter", "more formal", "add a payment deadline".
4. Press Save as document under a reply to turn it into a document you can edit and download as Word or PDF (paid plans).

Each reply uses 1 Betty Unit; the chat page shows how many you have used this month. Betty cannot send e-mails, browse the internet or open links: she gives you the text to use.

1. Press + New conversation to start fresh. Use a new conversation for each topic; Betty remembers everything said in the current one.
2. Your earlier conversations are listed on the left (at the top on a phone). Click one to continue it.
3. To rename a conversation, click its title at the top of the chat, type a new name and press Enter.
4. To delete it, press Delete next to the title and confirm. It is removed from Betty for good (a copy is kept in our backup archive, as the Privacy Policy explains).

1. In the chat press the 📎 button next to the message box.
2. Choose a PDF or an image (PNG, JPG or WebP), up to 10 MB.
3. Type what you want, for example "Summarise this contract and list the payment terms", and press Send.

Betty reads the file and works from a summary of it. If something you need is not in that summary, she says so.

1. Ask in plain words, for example "Book a meeting with the auditors on Thursday at 10" or "Remind me to submit the VAT return by the 20th".
2. Betty proposes it under her reply. Check the details (you can change them) and press Add to calendar or Add task.
3. It is saved in your Betty calendar or task list, and copied to your Google or Outlook calendar / To Do when you have connected one.

Betty sees your calendar and tasks for the coming days, so you can also ask "What do I have on Thursday?" and she warns you about clashes. If the date or time is missing, she asks first.

1. Open Documents.
2. Give the document a Title and choose the Type: Letter, Email, Report, Proposal, Minutes or Other.
3. Under What should Betty write? describe the content, or leave it empty for a blank document.
4. Press Create document. A Betty draft uses 1 Betty Unit.

Your documents are listed under Your documents. You can also turn any chat reply into a document with Save as document. Documents are part of the paid plans.

1. Open a document from Your documents.
2. Edit the title, type and text. The toolbar has simple formatting: heading, sub-heading, bold, italic, underline, bullet and numbered lists.
3. Press Save.
4. Press Download Word or Download PDF to get the file.
5. Press Save to Google Drive or Save to OneDrive to put a Word copy in your cloud storage. The first time, you connect your account.
6. To remove a document, press Delete document and confirm.

1. Open Notes and press + New note.
2. Type a title and your note, and press Save.
3. Find a note with Search notes. Pin an important note to keep it at the top of the list.
4. Click a note to edit it; Delete note removes it.

Notes are private to you and do not use any Betty Units.

1. Open Calendar. Choose Day, Week or Month at the top right; Betty remembers your choice.
2. Use Today and the ‹ › arrows to move, or click a date in the small month on the left to jump there.
3. Events show as coloured blocks: teal for Betty, blue for Outlook and orange for Google. The red line is the current time.
4. Click a Betty event to edit or delete it. Click an Outlook or Google event to see its details (change those in Outlook or Google).

1. Press + New event, or click an empty spot in the calendar: in Day or Week view at the time you want, in Month view on the day.
2. Fill in the Title, start and end, or tick All day. Add Where, a Reminder and Details if you like.
3. Press Save. With a connected Google or Outlook calendar, the event is added there too, and reminders pop up from there.
4. To delete an event, open it and press Delete event. Tick the box to remove it from Google or Outlook as well.

You can also just ask Betty in the chat (see Booking meetings and tasks from the chat).

1. In Calendar (or Tasks) press Connect Google Calendar or Connect Outlook calendar.
2. Sign in with that account and allow Betty access to your calendar and tasks.
3. Betty now shows the events from that calendar, and new Betty events and tasks are copied there (tasks to Google Tasks or Microsoft To Do).
4. To disconnect, go to Settings → Security → Connected services and press Disconnect. Your events and tasks stay in Betty.

1. Open Tasks and press + New task.
2. Fill in the Task, an optional Due date, the Priority (low, medium, high) and Notes, and save.
3. Tick a task when it is done; undo it if needed. Overdue tasks show in red.
4. Click a task to edit or delete it. With Google Tasks or Microsoft To Do connected, tasks are copied there too.

1. Open Images.
2. Under Describe the image say what you want: subject, style, colours, and whether there may be text. For example "A clean, modern banner for a small accounting firm in Johannesburg, blue and white, no text".
3. Choose the Shape: Square, Landscape, Portrait or Standard.
4. Press Create image and wait a few seconds. Each image uses 1 Betty Unit.
5. Your images appear below; download or delete them there.

1. Open Data Analysis and choose a CSV or Excel (.xlsx) file, up to 5 MB. The first row must hold the column names; up to 20 000 rows and 50 columns (for Excel, the first sheet).
2. Optionally type a question under What would you like to know?, for example "Which region grew the most, and why might that be?"
3. Press Analyse. Betty profiles every column, draws charts and writes a report. It uses 1 Betty Unit.
4. Press Save report as document to edit and download it as Word or PDF. Delete analysis removes it and the file.

Rand amounts, decimal commas and semicolon-separated files are understood.

1. Open Settings → My Profile. The Account tab shows your e-mail, plan and member date.
2. Change your Full Name, Country and Timezone and press Save Changes. Betty uses your timezone for dates and times in the chat and calendar; Use this device's timezone fills it in for you.

1. Open Settings → My Profile and the Communication tab.
2. Tick or untick: New features and improvements, Monthly newsletter with expert usage tips, Subscription reminders, Specials and marketing information.
3. Press Save Choices.

Every such e-mail also has an unsubscribe link at the bottom. Messages about your account itself (sign-in, password, receipts) are always sent.

1. Open Settings → Security.
2. Change Password: enter your current and new password (at least 8 characters). You stay signed in here and are signed out everywhere else.
3. Two-step login: press Set up two-step login, scan the QR code with an authenticator app (Google Authenticator, Microsoft Authenticator, Authy) and enter the code. From then on you also need a code from the app when you log in.
4. Linked sign-ins shows whether Google or Microsoft sign-in is linked. Connected services shows your connected calendars and tasks, with Disconnect.

A Betty Unit is one piece of AI work. Each plan includes a number of Betty Units per month; they start again on the 1st of every month.

• 1 Betty Unit: each answer Betty writes in the chat, each document she drafts, each image she creates, each data analysis.
• No Betty Units: notes, the calendar, tasks, editing and downloading your documents, and your settings.

The chat page and Plans & Billing show how many you have used this month. When they run out, upgrade your plan or wait for the 1st of the month.

1. Open Settings → Plans & Billing to see your plan and the plans on offer, billed monthly in rand.
2. Press Choose on a plan to pay securely by card (Stripe).
3. Press Manage billing to change your card, switch plan, download receipts or cancel. A cancelled plan runs to the end of the month you paid for.

Every paid plan has all of Betty's features. The plans differ in how many Betty Units you get per month and in the AI models Betty uses for you: Basic 300 units with fast AI models; Advanced 1 000 units with premium AI models for writing and reports; Professional 1 500 units with the latest top AI models and priority support (an answer within 24 hours, 7 days a week; the other plans: within 2 business days). When a trial or plan ends without a new plan, the account moves to the Free plan: your chats, documents and notes stay, but the AI features stop until you choose a plan.

1. Open Request a feature in the menu.
2. Describe your idea in a few words, add details if you like, and press Send my idea.
3. Your requests are listed below with their status: Received, Planned, Implemented or Not planned, and any note from the team.

If we build your idea, you get one month free of the plan you were on when you asked (Basic if you were on a trial). It is taken off your next payment, or added to your account.

1. Open Refer a friend in the menu.
2. Press Copy to copy your personal link, or share it straight away with Share on WhatsApp or Share by e-mail.
3. Your friend signs up through the link (within 30 days of clicking it).
4. When your friend has paid for their plan twice, you get one month of your own plan free (Basic if you are not on a paid plan). The page shows each friend's progress.

There is no limit: one free month for every friend who joins and pays.

• Your chats, documents, notes, calendar and tasks are private to your account and hosted in South Africa.
• Betty's replies are written by trusted AI services; they receive only what is needed to answer you.
• Deleting something removes it from Betty; a copy is kept in our backup archive for a limited time, as the Privacy Policy explains.
• Betty never asks for your passwords, ID number or bank details. Card payments are handled by Stripe; Betty never sees your card number.

1. Ask Betty in the chat: "How do I …?". She knows this help and explains the steps.
2. Search this Help Center with the box at the top left.
3. Still stuck? Use the Contact form. Send it while you are logged in, so we know your account.

When we answer: within 2 business days on Basic and Advanced. Professional has priority support: an answer within 24 hours, 7 days a week.