Features

Multi-Tenant CRM Workspaces

Each business gets a branded workspace with isolated users, WhatsApp credentials, AI settings, credits, and data.

WhatsApp Shared Inbox

Handle team conversations in real time with media, delivery status, quoted replies, filters, and snoozed chats.

AI Sales Assistant

Reply using company context, uploaded docs, catalog data, chat history, tone rules, and do-not-say instructions.

Human Approval for AI Replies

Review, edit, approve, or discard AI drafts before sending. Low-confidence replies are flagged for humans.

Lead Management

Turn chats into structured leads with stage, tags, owner, notes, follow-ups, deal value, and attribution.

Sales Pipeline

Kanban board for new, qualified, proposal, won, lost, and re-engagement stages with team-wide visibility.

Work Queue

Daily action list for reps: human review, overdue next steps, due follow-ups, and stale conversations.

Follow-Ups and Next Steps

Schedule reminders and define the next action per lead. Due tasks surface in the queue with live alerts.

Snooze Conversations

Hide leads until a future date so long cycles and waiting periods do not clutter the inbox.

WhatsApp Campaigns

Bulk campaigns with Meta templates, CSV uploads, variables, scheduling, reply tracking, and opt-out handling.

AI Email Campaigns

AI-written subjects and bodies with SMTP senders, open/click tracking, suppression, and reply tracking.

WhatsApp Templates

Sync approved Meta templates with previews, language codes, default variables, and use in chat or campaigns.

Chat Snippets

Reusable replies for faster chats — shared team playbooks plus personal snippets for each rep.

Services Catalog

Products and services with pricing, descriptions, features, and PDF brochures the AI can reference.

Tenant AI Profile

Configure company profile, tone, audience, websites, contact details, prompt rules, and knowledge uploads.

Meta WhatsApp Cloud Integration

Connect your WhatsApp Business Account via Embedded Signup, pick numbers, subscribe webhooks, and sync templates.

WhatsApp Account Health

Monitor number status, verified name, quality rating, messaging tier, review state, bans, and alerts.

WhatsApp Credits

Credit-based sending with balance, ledger, low-balance alerts, top-up requests, approvals, and send blocking.

Reports and Analytics

Lead summaries, funnel metrics, rep performance, response times, exports, and flexible date filters.

Dashboard

AI-first overview with KPIs, funnel, sources, team performance, conversation pulse, and WhatsApp health.

Quotes

Build quotes from a conversation, send details over WhatsApp, and track delivery status.

User and Role Management

Client admin, manager, agent, and viewer roles with permissions, access control, and user provisioning.

Audit Logs

Review user actions, settings changes, snippets, campaign events, and other administrative activity.

Self-Serve Organization Registration

Businesses register their own workspace, check slug availability, verify email, and create the first admin.

Real-Time Updates

Live conversation, campaign, follow-up, and CRM notifications powered by Socket.io — no manual refresh.

Everything built for WhatsApp sales teams