📊 Dashboard

Live overview of all leads and activity

👥
Total Leads
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🔥
Hot Leads
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🟡
Warm Leads
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🔵
Cold Leads
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📅
Today's Visits
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📞
Today's Calls
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🔥 Hot Leads
NamePhoneBudgetLocationScoreStageUpdatedConversation
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👥 All Leads

Complete lead database from all chatbot conversations

All Leads
NamePhoneBudgetLocationPurposeScoreStageSite VisitSuggested PropertiesUpdatedConversation
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🏢 My Clients

Manage all chatbot clients

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📈 Analytics & Reports

Generate detailed charts and data exports for lead activity

Filter Conditions
Lead Stage Funnel
Lead Score Split
Matching Leads
NamePhoneBudgetLocationScoreStageUpdated
Run a report to see matching leads.

👥 Team Force Management

Add team members to enable automatic Round Robin lead assignments

Active Team Members
NamePhoneEmailAssigned Leads CountActions
No team members added yet. Leads will not be auto-assigned.

➕ Add New Client

Set up a new WhatsApp chatbot in minutes

1WhatsApp Setup
2Client Details
3AI Config
4Webhook

📱 WhatsApp Business API Setup Guide

Client ko ye steps khud karne hain. Unhe ye guide share karein.

1

Meta Business Account Banayein

Client browser mein jaaye: business.facebook.com → "Create Account" → Company name, email, phone enter karein.

2

Business Verification Complete Karein

Business Suite → Settings → Security Centre → "Start Verification". GST certificate, incorporation certificate, ya utility bill upload karein. (2-5 din lag sakte hain)

3

Meta Developer Account + App Banayein

developers.facebook.com → "My Apps" → "Create App" → "Business" type select karein → App banayein.

4

WhatsApp Product Add Karein

App Dashboard mein "Add Product" → "WhatsApp" → "Set Up" → Apna Business Account select karein.

5

Phone Number Register Karein + OTP Verify Karein

WhatsApp → Configuration → "Add Phone Number" → Number enter karein → OTP verify karein.

6

Access Token Generate Karein

WhatsApp → API Setup section mein → "Phone Number" note karein. System User Access Token banana: Business Settings → System Users → Token generate karein. Yeh token aapko next step mein dena hai.

7

Phone Number ID Copy Karein

WhatsApp → API Setup → "Phone Number ID" (numbers ka ek lambi string) copy karein. Yeh bhi aapko next step mein dena hai.

✅ Jab client ne Access Token aur Phone Number ID de diye, tab Next Step mein details fill karein.

🏢 Client Details

Client ki basic information aur WhatsApp credentials fill karein.

🔑 WhatsApp API Credentials (from Meta Developer Dashboard)

WhatsApp → API Setup → Phone Number ID
System User Access Token from Meta Business Settings
Yeh token Meta Webhook setup mein use hoga

🤖 AI Configuration

Bot ki personality, instructions aur knowledge base set karein.

✨ AI Prompt Builder

Aap AI Prompt Builder mein simple details enter karke automatic prompt generate kar sakte hain, ya manually paste kar sakte hain.
Provide the Google Sheets URL to generate RAG, or check "Proceed without Google Sheet link" to input manually or leave empty.
Client ke products/services ka data JSON format mein. Leave blank if not needed.
Agar client ki apni API key hai, yahan paste karo. Warna shared key use hogi.

🔗 Webhook Setup

Ab Meta Developer Dashboard mein yeh webhook set karni hai.

✅ Client successfully added kar diya gaya! Ab neeche diye steps follow karein.
1

Meta Developer Dashboard kholein

Client ka developers.facebook.com → Apna App kholein → WhatsApp → Configuration

2

Webhook URL paste karein

"Callback URL" field mein yeh URL paste karein:

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3

Verify Token paste karein

"Verify Token" field mein yeh token paste karein:

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4

"Verify and Save" click karein

Meta webhook verify karega → Green checkmark aayega → "messages" subscription enable karein.

5

Test karein! 🎉

Client ke WhatsApp number par koi message bhejein. Bot se reply aana chahiye.