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Browse guides and tutorials for using the CRM.

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Frequently Asked Questions

How do I connect my WhatsApp Business account?

Go to Settings → WhatsApp in your CRM dashboard. Follow the setup instructions to enter your Meta API credentials and register your phone number.

How do I import contacts?

Go to Contacts → Import. Upload a CSV file with a phone column. You can also include name, email, company, and tags.

How do I invite team members?

Go to Settings → Team Members → Invite Member. Enter their email, choose a role, and share the generated link.

How do I create a campaign?

Go to Broadcasts → New Broadcast. Choose a template, select your audience, personalize variables, and send.

How do I upgrade my plan?

Go to Plans & Billing in your sidebar. Choose a new plan and follow the payment process.

How do I reset my password?

Go to the login page and click 'Forgot password'. You'll receive a reset link via email.