💬
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Conversations handled (30d)
🔥
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Hot leads — ready to buy
🛒
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Converted / booked
🌙
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After-hours replies (30d)
⏱️
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Avg first response
↻
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Need follow-up
Leads that need you
View all leads →All🔥 Hot🌤️ Warm↻ Follow-up
| Lead | What they want | Stage | |
|---|---|---|---|
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Insights & actions
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All
WhatsApp
Instagram
Messenger
TikTok
Email
Website
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Select a conversation
Leads
AI reads every conversation and ranks who is ready to buy — with a suggested next step.
🔥
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Hot — ready to buy
🌤️
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Warm — engaged
◎
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Total leads
↻
—
Needs follow-up
✓
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Bookings / orders
All
🔥 Hot
🌤️ Warm
❄️ Not interested
↻ Needs follow-up
⏳ Not followed up
✅ Followed up
🛒 Booked
| Lead | What they want (AI) | Stage | Score | Suggested action (AI) | Follow-up | |
|---|---|---|---|---|---|---|
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Clients
Save important contacts and choose what happens when they message you on WhatsApp — let the bot reply, get notified, or hold the bot so you handle them yourself.
➕ Add a client
Saved clients
WhatsApp often hides a sender's number behind a privacy LID. Click Get LID (or “Resolve all”) to look it up so your rule matches. Needs your Personal/QR WhatsApp connected.
| Name | WhatsApp ID (LID) | When they message | ||
|---|---|---|---|---|
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Analytics
The value your assistant delivers — conversations handled, leads captured, and revenue moments you'd otherwise miss.
🤖 How the assistant is doing
Ask customers to rate you: Off
🧪 Test two versions
+ New test📉 Where people stop
By channel
💰 What each ad brought back
🔍 Why they didn't buy
💬
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Conversations handled
⚡
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Auto-replies sent
🌙
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After-hours replies
⏱️
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Avg first response
🔥
—
Hot leads (ready to buy)
🛒
—
Bookings / orders
Conversion funnel
Last 30 days
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Lead quality
AI-ranked
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Round-the-clock coverage
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By channel
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Training Instructions
Build how your assistant thinks — structured knowledge, not a blank text box.
📚 Knowledge base
⚙️ More settings🏢 Services Edit
💲 Pricing Edit
🕐 Working hours Edit
📍 Location Edit
📖 More knowledge / FAQs
📥 Load from your own material
➕ Add instruction
⚡ Automation rules — when this happens, do this
Coming soon
⚡ When customer asks about price
1Send pricing from Knowledge
2Ask "Would you like to book a visit?"
⚡ When customer asks location
1Send map link from Knowledge
⚡ When customer is angry / complains
1Pause AI & alert the team
🔧 Visual preview — a no-code rule builder (triggers → actions) is coming soon. Today your assistant already handles these from the Knowledge above.
✶
Assistant is —
Replying 24/7 across all channels
Ad Conversions
Where your ad lead conversions are being reported.
Meta Ad Conversions (CAPI)
Not configuredOrders and leads from click-to-message ads are reported back to your Meta dataset, so Meta can find more people like the ones who actually bought.
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Notifications
Get alerted the moment something needs you — and let the bot learn from how you reply.
🔔 When should we notify you?
Two simple questions: when should we alert you, and on which channels.
1) Alert me when:
2) On these channels:
📲 Send to a WhatsApp group — Personal / QR
Drop the alert into a WhatsApp group your team is in, using your connected Personal/QR WhatsApp.
✅ Send via WhatsApp API — official
Send the alert to your WhatsApp from the official number using an approved template — works even outside the 24-hour window.
Channels
Connect WhatsApp, Instagram, Messenger and TikTok — all replies land in one inbox.
WhatsApp API
TikTok
Messenger
WhatsApp (Personal · QR)
Meta Ad Account
Website Chat
Paste this before </body> on your site
Ask for details before chatting
Channel launcher
Zoho CRM
Analytics Feed
Odoo
Notion
Airtable
Google Calendar
Google Ads
Google Analytics
Slack
Paymob
What the assistant may charge for
Allow amounts not on the list: Off
Gmail
What this permission allows
Where your mail arrives
WhatsApp history
Reaching these customers again
Team
Invite staff, assign chats, and control what each member can see.
Members
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Follow-ups
Pick any lead and follow up. Free-form messages are allowed while the customer's last message is under 24 hours old (Meta's service window) — after that, WhatsApp follow-ups are sent as an approved template.
All temperatures
🔥 Hot
🌤️ Warm
❄️ Cold
— Unscored
0 selected
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Ad Builder
Put money behind a post that already works, and approve it before it spends.
Meta Ad Account
Connect your own Meta ad account to see and manage your campaigns right here.
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Messenger Templates
Approved messages you can send on Messenger after the 24-hour window closes.
Messenger Utility Templates
Reach a Messenger customer after the 24-hour window closes — order updates, appointment reminders and booking confirmations only. Offers and promotions are not allowed in this type.
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Use {{1}}, {{2}} for values that change per customer.
Send a utility message
Pick a customer whose 24-hour window has closed, then an approved template. One customer at a time.
WhatsApp Message Templates
Official WhatsApp templates on your business account. New templates are reviewed by Meta (usually minutes).
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Create a new template
Send a notification
Send an approved template to customers who opted in — order confirmations, booking reminders, status updates.
Broadcasts
Send an approved WhatsApp template to a segment of your leads — no copying phone numbers.
Build your audience
🔥 Hot
🌤 Warm
❄ Cold
Ready to buy
Interested
Comparing
Browsing
Needs follow-up
Gone cold
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Your message
Only Meta-approved templates can be sent, and every message carries an opt-out. Marketing templates need a MARKETING-category approval; reminders and order updates use UTILITY.
Who may receive a marketing message
Record consent you already collected
Ask customers in chat: Off
Past broadcasts
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Messenger Updates
Customers who agreed to receive updates from you on Messenger. Only people who tapped the subscribe button can be messaged — and only until they opt out.
Ask a customer to subscribe
A subscribe request can only be sent while the conversation is still open — within 24 hours of their last message.
Shown to the customer as the subscription topic. Max 65 characters.
Send an update
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Subscribers
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Product Catalogs
The catalogs your ads sell from, and whether their feeds are still updating. A feed that stopped means your ads are showing products you may no longer have.
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Media Library
Photos, catalogs and price lists your assistant can send to customers.
Files
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Tables & Bookings
Create tables (e.g. an appointments table) and your assistant will read them to answer customers about availability and add new bookings automatically. Your tables are private to your account.
Your tables
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Table rows
Select a table to view its rows.
API & Webhooks
Your API key and integration endpoints.
API key
↻ Regenerate…
Send a message (example)
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Account
Your login details and the WhatsApp number we use for usage notifications.
Profile
We'll use this number to send you usage notifications (credits, billing, account alerts) via WhatsApp.
Change password
Session
Billing
Your plan, credits and payment options.