Complete setup, usage, backup, and operations guide

Super Admin creates a tenant workspace with company name, slug, plan, admin login, WhatsApp details, and account status.

Plan decides default allowance, visible modules, employee capacity, and upgrade path for Growth or Pro features.

Company Admin receives a separate dashboard from Super Admin so client data stays tenant-safe and isolated.

WhatsApp Phone Number ID, WABA ID, display number, permanent access token, webhook callback URL, and verify token are configured.

Meta permissions, OAuth redirect URI, app mode, webhook fields, and business verification must match the connected app.

Instagram DM setup uses business account ID, page ID, username, and access token so incoming DMs can enter the same workflow.

Company Admin creates employee accounts with department, active chat limit, and exact menu permissions.

Employees only see allowed modules like Inbox, Contacts, Leads / CRM, Templates, Bookings, Support, or Notifications.

Sidebar collapse, quick search, mobile bottom navigation, dark theme, and profile avatar make daily work faster.

Unified Inbox shows WhatsApp and Instagram conversations with unread count, last message, customer identity, and channel state.

Contacts store phone, email, tags, opt-in status, source channel, assigned owner, metadata, and last interaction.

Teams can reply, send templates, send media, track delivery states, delete selected contacts, and keep customer records clean.

All Leads keeps source, owner, value, status, notes, phone, email, and custom metadata in one workspace.

Pipeline helps move opportunities from new enquiry to proposal, negotiation, won, or lost.

Follow-ups help sales teams act on pending leads with due dates, owner accountability, and next-action notes.

Templates can be created locally, synced from Meta, sent to customers, and used inside campaigns or automation replies.

Campaigns manage audience selection, template language, body variables, schedule, queued/sent/failed metrics, and status.

Automation uses keyword triggers first, then AI-assisted growth tools can qualify, summarize, tag, and suggest next actions.

Product catalog supports price, category, SKU, unit, HSN/SAC, GST rate, currency, image URL, and product URL.

Quote and invoice workspaces support GST-ready records, PDF generation, internal notes, payment reports, and expense reports.

Bookings support slots, Google Calendar settings, Google Meet links, customer invite flow, and appointment status tracking.

Assets / Documents provides folder-style storage for PDFs, images, contracts, reports, and operational files.

Safety backup can package contacts, leads, messages, reports, campaigns, templates, products, bookings, team, and support data.

Single-module exports are available as JSON or CSV, while uploaded files can use optional file or folder passwords.

Analytics and reports cover message statuses, daily activity, active contacts, campaigns, usage logs, and risk logs.

Billing tracks plan allowance, estimated overage, tenant status, and admin-level controls for upgrades or suspension.

Support tickets include subject, category, priority, status, description, admin note, assignment, and activity timeline.