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FAQ
Questions, answered
Still unsure? Our team replies on WhatsApp within minutes.
Can it capture demo requests and trial sign-ups from our website?
Yes. Website forms post straight into the CRM, your product can push trial sign-ups through the REST API or webhooks, and Meta and Google lead ads sync automatically.
Will prospects get a WhatsApp message automatically?
Yes. As soon as a lead arrives, the prospect receives a product tour, a relevant case study and a demo booking link on WhatsApp, followed by an email.
How does the automatic IVR call work?
Two minutes after the sign-up, the platform rings the next available SDR using round-robin and bridges them to the prospect. Calls are recorded and logged on the lead.
Can we trigger follow-ups from product usage?
Yes. Send events such as signed up, invited a teammate or trial ending through webhooks or the API, and run WhatsApp and email sequences based on them.
Does it integrate with our existing stack?
Yes. A REST API and outgoing webhooks connect it to your product, billing and analytics tools, so lead, trial and customer data stays in sync.
What is this platform and what can it do for my business?
Our platform is an all-in-one CRM and messaging-automation suite. You can capture and manage leads, run WhatsApp and social-media campaigns, build chatbots and AI assistants, send email marketing, and support customers from a single shared inbox - all under one login and one bill.
How does the WhatsApp integration work?
You connect your own WhatsApp Business number to the platform in a few clicks. Once connected you can send campaigns, run automated chatbots, share a team inbox and manage templates. We build for the official WhatsApp Business policies, so you stay compliant while you scale your messaging.
Do my contacts need to opt in before I message them?
Yes. You should only message people who have given you clear consent to be contacted. This keeps you compliant with the WhatsApp Business Messaging Policy and data-protection laws, protects your sender quality rating, and leads to far better engagement. Our tools help you collect and track opt-ins.
How does billing work?
Plans are billed in advance, monthly or annually, and renew automatically until cancelled. Payments are processed securely by trusted third-party payment gateways - we never see or store your card details. You can view invoices and manage your subscription anytime from your dashboard.
Can I cancel anytime? What is your refund policy?
Yes - you can cancel your subscription at any time from your dashboard, with no cancellation fees. Your plan stays active until the end of the paid period. New customers are covered by a 7-day money-back guarantee on their first purchase. See our Refund Policy page for full details.
Is my data secure?
Yes. All connections are encrypted with HTTPS/TLS, passwords are stored hashed, and access to your workspace is controlled by roles and permissions. Your business data belongs to you - we never sell it, and you can export or delete it at any time. See our Privacy Policy for the full picture.
Is there a mobile app?
Yes - our mobile app lets you manage leads, chat with customers, and monitor campaigns on the go, for both Android and iOS. Everything stays in sync with the web dashboard, so your team can work from anywhere.
How do I get help if I am stuck?
Our support team is available via the Contact Us page, email and WhatsApp during business hours. General enquiries are answered within one business day, and support requests within 24 hours - faster on higher plans. We also keep this FAQ and our documentation up to date.
