Conversation OS
Run WhatsApp and Instagram conversations with customer context, assignment, history, and quick operational visibility.
Shared inbox
Delivery states
Customer profile
Team handoff
WhatsApp sales cockpit for replies, quotes, bookings, and ERP control
CuboidPilot keeps WhatsApp inbox, Instagram messages, lead CRM, AI quote generation, Google Meet scheduling, employee permissions, and admin control inside one focused dashboard.
AI replies
Rules, fallback, lead scoring, summaries, quote questions
Quotations
GST PDF, product catalog, template branding, Accept Proposal
Bookings
Google Meet links, Calendar invites, editable slots
Operations
CRM, employees, ERP, notifications, exports
Unified Inbox
WhatsApp, Instagram, CRM actions
+91 98XX XXX 214
2mNeed quotation for website
+91 87XX XXX 631
9mBooked call for tomorrow
+91 76XX XXX 408
18mAsked for product pricing
Follow-up
Tomorrow 11:00 AM
Quote status
Ready for review
Owner
Sales team
AI quotation assistant
Lead score 86
Need landing page, 4 pages, query form, budget 10k.
Quote ready: web package, GST PDF, Accept Proposal CTA, and Book Call link.
Can you send timeline also?
Timeline added: 7 working days. Follow-up task created for tomorrow.
GST quote
Auto PDF
Meet sync
Calendar
CRM stage
Proposal
Conversion workflow stays on the home page
From first message to proposal accepted, the sales motion remains visible: inbox, AI qualification, quote PDF, booking, and CRM follow-up.
1
Customer asks
WhatsApp or Instagram enquiry enters inbox
2
AI qualifies
Need, budget, timeline, product type, tags
3
System prepares
Quote PDF, follow-up, booking, or campaign
4
Team closes
Accept proposal, schedule call, update CRM
Built for daily business operations, not only chat replies
Small features matter: search, mobile screens, permissions, product pricing, GST fields, quote templates, booking slots, notification sounds, and delivery logs.
AI Sales Layer
Qualify leads, summarize chats, tag intent, suggest follow-ups, generate templates, and prepare quotation data.
Lead score
Auto tags
Summary
Quote assistant
Booking + Proposal
Collect requirements, schedule Google Meet calls, create Calendar invites, and send quotation PDFs from chat flows.
Meet links
Invite sync
PDF quotes
Accept proposal
Business Control
Keep the workspace ready for teams with roles, plans, logs, exports, ERP pages, product pricing, and admin visibility.
Permissions
Plan gates
Reports
Super admin
From small tools to advanced AI modules
A quick scan of the product surface, including the hidden operational pieces teams usually ask for after launch.
WhatsApp Cloud API inbox
Instagram DM inbox
AI fallback replies
Keyword automation rules
AI lead qualification
AI conversation summary
AI auto tagging
AI follow-up suggestions
AI campaign and template generator
AI quotation assistant
Auto PDF quotation with GST
Quote editor and product catalog
Google Meet call booking
Google Calendar invite sync
Lead CRM pipeline
Follow-up tracking
Bulk messaging
Template sync and library
Shared contacts and tags
Employee permissions
Collapsible dashboard sidebar
Dark theme
Notifications and activity center
Message logs and delivery states
ERP menu
Invoice + quotation workspace
Internal notes and mentions
Payment and expense reports
Super admin tenant control
Plan-based feature readiness
Mobile-first dashboard screens
CSV product import
CSV contacts import
PDF-ready reports
WhatsApp product cards
Assets and documents folders
Safety backup exports
JSON and CSV data downloads
Advanced modules stay connected
The product is designed so lead CRM products, quote editor products, AI quote PDFs, ERP quotation pages, and WhatsApp proposal CTAs can use the same data.
| Area | What it covers |
|---|---|
| Inbox | WhatsApp + Instagram conversations, customer profile, search, unread state |
| Automation | Rules first, AI fallback second, quote assistant, booking flow |
| AI Growth | Qualification, summary, tags, follow-up suggestions, campaign generator |
| Quotes | Requirement collection, product pricing, GST, PDF template, Accept Proposal CTA |
| Bookings | Editable slots, Google Calendar OAuth, Meet link, customer invite, join button |
| CRM | Lead stages, products, pipeline, follow-ups, owner assignment |
| ERP | GST workspace, quotation/invoice, notes, payment and expense reports |
| Team | Employees, permissions, mobile-first screens, dark theme, collapsible sidebar |
| Admin | Tenant onboarding, WhatsApp/Instagram connections, plans, billing readiness |
| Exports | CSV/product uploads, PDF quote, report-ready records, message logs |
| Backups | Password-protected document folders, safety backups, JSON and CSV exports |
Inbox to CRM
Every conversation can become a lead with context.
AI to quote
AI collects requirement type and prepares a quotation PDF.
Quote to proposal
Customer receives PDF with Accept Proposal and Book Call CTAs.
Run WhatsApp sales with AI, CRM, quotes, and bookings in one place
CuboidPilot is built for teams that need practical operations, not disconnected tools.