Dashboard
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Messages Sent
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Groups
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Campaigns
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Received
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Sent Today
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Scheduled
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Recurring Active
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Running
Connect WhatsApp
Scan this QR code with your WhatsApp mobile app
Click "Connect" to generate QR code
Removes corrupted data & lets you start fresh
Recent Activity
No activity yet
Compose Message
Preview
Campaigns
| Name | Status | Contacts | Sent | Failed | Created | Actions |
|---|
Contacts
| Name | Phone | Category | Actions |
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WhatsApp Groups
Connect WhatsApp to load groups
Message Templates
Blacklist
| Phone | Reason | Added | Actions |
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Contact Categories
Create categories to organize your contacts. Use categories to send targeted campaigns and messages.
Assign Categories to Contacts
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💵 Today's Income
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💸 Today's Expenses
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📊 Today's Net
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⏳ Pending Approvals
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Monthly Income
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Monthly Expenses
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Monthly Net
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Total Balance
Quick Transaction
Account Balances
No accounts yet
Pending Approvals
All caught up!
Recent Transactions
| Date | Type | Amount | Category | Description | Vendor | Staff Name | Staff Phone | Actions |
|---|---|---|---|---|---|---|---|---|
| No transactions yet. Add one above or send a WhatsApp message! | ||||||||
AI Accountant Settings
Scheduled Messages
| Phone | Message | Scheduled For | Status | Actions |
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Auto Reply Rules
| Trigger | Match Type | Reply | Status | Actions |
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Bot Flow Steps
| # | Step Name | Type | Options | Message Preview | Actions |
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Message History
| Phone | Message | Status | Time |
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Recurring Schedules
| Phone | Message | Repeat | Time | Status | Sent | Actions |
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Appointments
Track bookings made by AI Bot and synced to Google Calendar
| Customer | Phone | Date & Time | Description | Status | Action |
|---|---|---|---|---|---|
| No appointments scheduled yet. | |||||
Send Interactive Message
Button Templates
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🔥 Hot - Ready to Buy
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🟡 Warm - Needs Info
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🔵 Cold - Maybe Later
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❌ Not Interested
Lead Pipeline
| Name | Phone | Status | Last Message | Messages | Updated | Actions |
|---|
Installation Jobs
| # | Customer | Product | Location | Date/Time | Team | Status | Actions |
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Installation Calendar
Team Summary
| Team Member | Work Hours | Overtime | Idle/Break | Travel | Jobs Done |
|---|
Installation Teams
AI Bot Settings
Configure your AI assistant's behaviour, model, and personality.
API Connection
Connect your AI provider credentials
Your secret key from OpenRouter, OpenAI, or Google.
Default: https://openrouter.ai/api/v1 — supports OpenRouter, OpenAI, Gemini, DeepSeek, local LLMs.
Personality & Knowledge
Define how the bot speaks and what it knows
Defines the AI's role, tone, and behaviour. Be specific — the better your prompt, the smarter your bot.
Feed the AI everything about your business — prices, hours, FAQs. Also used for image recognition queries.
Capabilities
Enable or disable AI features
Required for Whisper transcription & TTS voice replies. Get yours at platform.openai.com
Sales Manager Notifications
Alert your team when lead status changes
Comma-separated numbers with country code (no + or spaces). Managers can also text this number to request lead reports and summaries.
Prompt Builder — Generate Your System Prompt
Fill in your business details and we will write the perfect AI prompt for you
Prompt Trail — Test Your Bot
Live chat test using the settings above — no need to save first
Messages Today
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Success Rate
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Active Campaigns
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Blacklisted
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Export Reports
Third-Party Integrations
Google Sheets
Automatically sync leads to your Google Spreadsheet.
Google Calendar
Allow AI to book appointments for customers.
Share your calendar with the Service Account email address first!
ERPNext
Login and sync leads, customers & invoices
Custom API Integration
Connect external systems to send notifications via WhatsApp.
Use this key to authenticate requests from other systems.
Integration Example (cURL):
curl -X POST "https://{DOMAIN}/api/v1/external/send-message" \
-H "Content-Type: application/json" \
-H "x-api-key: {YOUR_API_KEY}" \
-d '{
"to": "PHONENUMBER",
"message": "Hello from external system!"
}'
General Settings
Default Message Delay
Time between messages (seconds)
Sound Notifications
Play sound for events
Auto-Forward Messages
Enable Auto-Forward
Forward all incoming messages to another WhatsApp number
Forward To Number
Phone number with country code (e.g. 919876543210)
Store Keeper Configuration
Store Keeper Number
This number receives material preparation alerts for new jobs
WhatsApp Connection
Disconnect
Close WhatsApp connection (keeps session for quick reconnect)
Reconnect
Restart WhatsApp connection
Logout
Full logout - will need to scan QR code again
WhatsApp Connection Mode
User Management
| # | Username | Full Name | Phone | Password | Role | Status | Expiry | Actions | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Loading users... | ||||||||||
Voice AI Agent
No calls yet. Set up your agent in Settings.
Select a call
Click on a call from the list to view its details, transcript, and AI summary.
Bookings
| # | Customer | Phone | Service | Date | Time | Status | Notes | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading bookings... | ||||||||
Payment Collections
| Invoice # | Customer | Phone | Amount | Due Date | Age | Status | Stage | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading invoices... | ||||||||
⚡ Module Hub
Enable and manage your business modules. Each module runs independently with its own AI logic.
Sales AI
Lead Management & AI ChatbotCollections
Payment Follow-ups & InvoicingInstallations
Job Scheduling & Team ManagementVoice AI
AI Voice Calls & AutomationAttendance
WhatsApp Group Time TrackingAttendance
| Date | Worker | Location | Time In | Time Out | Hours | Travel | Status | Reporter | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||