Conversation OS
Run WhatsApp and Instagram conversations with customer context, assignment, history, and quick operational visibility.
Shared inbox
Delivery states
Customer profile
Team handoff
Feature documentation
Complete feature map for WhatsApp CRM, AI automation, ERP, bookings, and backups
CuboidPilot is designed as one operating system for customer messaging teams: capture enquiries, respond fast, qualify leads, send proposals, book calls, run campaigns, manage team access, and keep data export-ready.
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
Detailed feature list
Grouped by real work areas so admins, sales teams, and support teams can understand exactly what each module does.
Messaging and Inbox
A shared customer workspace for WhatsApp and Instagram teams.
WhatsApp Cloud API inbox with inbound and outbound messages
Instagram DM inbox for page-connected business accounts
Conversation list with unread count, customer name, number, channel, and last message
Customer detail panel with contact fields, tags, notes, and recent context
Text, template, and media sending paths with delivery and failure states
Search, quick navigation, activity sound, notifications, and mobile-friendly layout
Conversation cleanup controls for deleting selected customer records when required
Socket-powered live message updates for faster customer response
AI and Automation
Automation handles repetitive replies while AI supports sales decisions.
Keyword automation rules with exact or contains matching
Channel-specific rules for WhatsApp, Instagram, Telegram-ready, or all channels
AI Growth Studio for lead qualification, grade, reasons, and missing questions
AI conversation summary with need, objections, buying signals, and agent notes
Auto tags and follow-up suggestions for sales prioritization
Campaign template generation with variables and audience hint
Quote requirement collection for product, budget, timeline, and customer intent
Rules-first design so predictable automations stay controlled before AI support
CRM, Contacts, and Pipeline
Turn enquiries into tracked leads, tasks, and structured customer records.
Contacts with phone, email, opt-in status, tags, source channel, and metadata
Lead records with owner, source, value, status, follow-up date, and notes
Pipeline views for new, qualified, proposal, negotiation, won, and lost stages
Follow-up workspace for due actions and next-step tracking
Product catalog linked to quote and sales workflows
Bulk delete and cleanup flows for selected contacts or workspace rows
Employee access control for CRM modules
Report-ready history for sales and operations review
Quotation, ERP, and Booking
Move from chat to proposal, calendar call, and invoice-ready operation.
Quote editor with product pricing, quantity, tax, and customer notes
GST and HSN/SAC fields for Indian business quotation workflows
PDF quotation generation with configurable headers and business branding
Invoice and quotation workspace for ERP-style operations
Internal notes and mentions for team coordination
Payment and expense reports for operational follow-up
Google Calendar settings, editable slots, customer invites, and Meet links
Accept Proposal and Book Call CTA flow readiness
Campaigns, Templates, and Broadcasts
Run approved template campaigns and keep template operations organized.
Template library with name, language, category, body, variables, and approval status
Template sync from Meta to keep local records aligned
Campaign builder with template, language, body parameters, audience, and schedule
Audience options for all contacts or tag-based targeting
Campaign metrics for queued, sent, failed, and status tracking
Bulk messaging workspace for high-volume communication
Broadcast lists for Pro-level segmentation readiness
Message logs for delivery inspection and troubleshooting
Backup, Assets, and Documents
Protect business data and store important files inside the dashboard.
Assets / Documents page with folder-style UI and root folder navigation
Folder creation with optional password protection
File upload for PDFs, documents, images, reports, contracts, and client assets
Password-protected file download with prompt verification
Safety backup generator for contacts, leads, messages, reports, templates, campaigns, products, bookings, team, and support data
Instant JSON and CSV export for individual datasets
Backup library cards with locked/open state, size, type, notes, and delete actions
Tenant-scoped storage so company data remains separated
Admin, Billing, and Team Control
Keep every company workspace controlled, auditable, and plan-aware.
Super Admin tenant onboarding with company, plan, admin user, and channel configuration
Company Admin dashboard separated from employee dashboard
Employee permissions for specific menus and workflows
Plan-aware module visibility for Basic, Growth, and Pro readiness
Billing summary with allowance, usage, overage estimate, and tenant status
Support ticket workflow with priority, status, admin notes, and assignment
Risk logs, usage logs, and operational reports for admin review
Settings for company profile, avatar, WhatsApp, Instagram, quote, and automation CTA
Experience and Reliability
Polished daily-use details for teams working across desktop and mobile.
Responsive dashboard shell with collapsible sidebar and mobile bottom navigation
Quick command search for fast movement between modules
Persistent dark theme across reloads and page navigation
Installable PWA shell with manifest and service worker registration
Toast, confirm dialog, loading, empty, locked, and selected states
Tenant-safe API access with role checks and employee permissions
CORS and local/tunnel API resolution for development and hosted usage
Health and readiness endpoints for backend monitoring
Module-by-module detail
Use this table during client demos, onboarding, or internal release review.
| Module | What it covers |
|---|---|
| Dashboard | Company overview with messages, contacts, automations, billing signals, shortcuts, and navigation. |
| Inbox | Live conversation handling with customer context, messaging actions, notifications, and channel awareness. |
| Contacts | Shared customer book with import, tags, opt-in, assignment, deletion, and metadata. |
| Leads / CRM | Lead management, pipeline, products, follow-ups, status, owner, source, and notes. |
| Templates | Meta template lifecycle with create, sync, send, status, variables, and category tracking. |
| Campaigns | Template campaigns with audience, schedule, language, parameters, and performance metrics. |
| Automation | Keyword rules, active/inactive controls, channel targeting, and response configuration. |
| AI Growth Studio | Qualification, summary, tags, follow-up, and campaign/template recommendations. |
| Bookings | Calendar slots, Google Calendar/Meet settings, appointment records, and call workflows. |
| ERP | GST, quotes, invoices, internal notes, payment reports, and expense reports. |
| Assets / Documents | Folder-style files, password protection, data safety backups, JSON export, and CSV export. |
| Support | Ticket creation, category, priority, status, admin note, assignment, and resolution flow. |
All modules at a glance
Quick checklist for feature coverage and sales calls.
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
| Workspace | Advanced capability |
|---|---|
| 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 |
Run WhatsApp sales with AI, CRM, quotes, and bookings in one place
CuboidPilot is built for teams that need practical operations, not disconnected tools.