Calling performance
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Communications — WhatsApp, email & calls
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Backups
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Needs attention
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Team activity
connecting…Live updates appear here — when anyone closes a deal, logs a call or sets a follow-up, you'll see it instantly.
30-day activity
Campaigns at a glance
| Campaign | Status | Leads (active/total) | Sent | Replies | Bounce % |
|---|
Select a conversation from the list to view the chat log and send manual replies.
| Name & contact | Company | Phone | Source | Stage | Assigned | Campaign | Status | Next send | Created |
|---|
| Contact | Company | Phone | Stage | Last contacted |
|---|
Connection status
Sequence steps on the WhatsApp channel route through Meta's Cloud API or a locally paired device, depending on server configuration.
Send test message
Message templates
WhatsApp Broadcasts
Send one approved template to a whole segment of contacts, scheduled or now, with delivery & read analytics. Skips opted-out contacts and those with no phone.
Auto-replies (Chatbot)
Reply automatically to inbound WhatsApp messages — by keyword, a welcome for new contacts, or a catch-all. Rules are checked top-to-bottom; the first match answers. (STOP / unsubscribe is always handled for compliance.)
Team members
Create logins for your employees. Agents can work their assigned leads, call, mark outcomes and message — but can't see campaigns, pipeline or settings.
System
Custom fields (admin-defined, shown on every contact)
Add typed fields your business needs that aren't built in — they appear in every contact's edit form and can be used to filter the Leads table.
Terms & Conditions library (named term-sets, e.g. domestic vs export)
Pick which term-set prints on a quotation, invoice or Agreement document — separate from the single default Terms field above.
Authorised signatories (choose per document)
Named people who can be selected as "Signed by" on a quotation or invoice — separate from the drawn/typed signature images below.
Business entities (multi-entity billing)
Bill under more than one legal entity — each with its own GSTIN, address, bank & number series. Choose the entity per quotation/invoice; its state decides the CGST/SGST-vs-IGST split.
Saved replies
Canned responses you can insert into any Live Inbox conversation with one click — look for the Saved button next to the composer.
Email accounts (SMTP / IMAP)
Connect the mailboxes you send outreach from. SMTP sends the emails; IMAP reads replies so they land in your Live Inbox. Gmail/Outlook need an App Password, not your normal password.