Dashboard
WhatsApp session overview
Connection Status
Queue
Messages Sent / Received
Rate Limits
Contact Info
Tasks
New Job
Conversation Summary
| Contact | Messages | Sentiment | Response | Last Sender | Last Active |
|---|
Team Members
| Name | Phone | Escalation | Status | Actions |
|---|
User Management
| Name | Location | Address | Phone | Actions |
|---|
Auto Reply Rules
Create and manage automatic reply rules for incoming messages
Message Templates
Create reusable templates for your auto-reply rulesChannels
Connect messaging platforms to your account
Connection
WhatsApp connection & QR code
- Open WhatsApp → Settings → Linked Devices → Link a Device
- Point your phone camera at the QR code to scan
- Once linked, your AI assistant works 24/7 (phone can be offline)
- Green = connected. Red = re-scan needed.
Company Details
Manage your company information
Basic Information
Contact Information
Tax Information
Bank Details
Payment Methods
Document Defaults
Appearance
Customize your theme and display preferences
Theme Mode
- Light mode is best for well-lit environments
- Dark mode reduces eye strain in low-light conditions
- System preference automatically matches your OS setting
- Theme preference syncs across all your devices
Notifications
Configure how you receive new message alerts
Alert Preferences
In-App Notifications
Show toast notifications when new messages arrive
Browser Notifications
Get desktop alerts even when the tab is in the background
Sound Alerts
Play a notification sound for new messages
- In-app toasts appear in the bottom-right corner of the app
- Browser notifications require permission — click "Allow" when prompted
- Sound alerts play a brief tone you can preview with the Test button
- If browser notifications show as blocked, enable them in your browser settings
Automation & AI
Auto-replies, smart batching, and AI features
AI Features
Intent Detection
Reduces false alert badges
Auto-Reply
Enable Auto-Reply
Automatically respond to incoming messages
Smart Batching
Group rapid messages before replying
Batch Wait Time
Seconds to wait before sending batched reply
Merge Window
Minutes to merge follow-up messages
Spam Protection
Max Replies per Sender
Limit auto-replies to prevent spam loops
Time Window
Reset reply count after this period
Alerts
Response Time Alert
Alert when response exceeds this threshold
- Job Detection settings are available in Jobs > Detection Settings
- Smart Batching groups rapid messages to avoid multiple replies
- Spam protection limits prevent auto-reply loops
- Alert thresholds help you track response SLAs
Response Tracking
Business hours, timezone, delay thresholds, and resolution keywords
Business Hours
Enable Business Hours
Only track response times during business hours
Skip Weekends
Exclude Saturday and Sunday from business hours
Delay Threshold
Threshold
Flag conversations with response time exceeding this
Resolution Keywords
Waiting Suppression
Short Message Threshold
Messages shorter than this are treated as acknowledgments
Messages starting with these words are treated as questions
- Business hours determine when response time is tracked
- Delayed responses appear highlighted in the conversation list
- Resolution keywords auto-close conversations when detected
- Set your timezone correctly for accurate SLA tracking
Task Reminders
Configure instant notifications, reminder capping & escalation
Instant Assignment Notifications
Send instant notification
Send WhatsApp message immediately when a job is assigned
Reminder Capping
Enable reminder capping
Automatically stop reminders after a set number of days
Cap period
Stop reminders after this many days
Escalation on Cap
Enable escalation
Send notification to managers when reminder cap is reached
- Instant notifications are sent via WhatsApp when jobs are assigned
- Reminder capping prevents notification fatigue after a set period
- Escalation ensures managers are notified when issues stall
- Overdue jobs are visually highlighted in the jobs list