Help centre
Short, step-by-step guides. Can't find what you need? Contact us.
Getting started: from sign-up to your first lead
Create your workspace, choose a plan and add your first lead.
Connect WhatsApp (WATI) to your workspace
Add your WATI details so you can send templates and receive replies.
Send a WhatsApp template to many leads at once
Select leads, pick an approved template, review and send.
Track visitors on your website
Paste one line on your site to see who visits and what they read.
Capture leads from ads and social media
Share your private lead form link so every enquiry lands in your CRM.
Let customers book meetings with a link
Create a meeting, set its days and times, and share the link — booked slots disappear automatically. Available on the Growth and Agency plans.
Set up GST invoices
Add your business details once and every invoice and quotation carries them.
Billing, renewal and refunds
How yearly plans, renewals, failed payments and refunds work.
Passwords, sign-in and email confirmation
Reset a forgotten password and what to do if sign-in is paused.
Export or delete your data
Download everything in your workspace, or close it permanently.