Profile
My account
Change your own password. Nobody, including other teammates, can see your current password — only set a new one.
Message templates
When adding leads with "Use my template library", each send picks one of these at random — so the same wording doesn't go out to every lead.
| Template |
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Automation
Add a lead / start a follow-up sequence
The first message goes out at whatever time you pick here. After that, automated follow-ups only fire between 9:00 AM – 9:00 PM IST, once a day, for up to 5 attempts, at a randomized time each day.
Bulk import clients (Excel / CSV)
File must have columns "client name" and "phone number". Every imported client is enrolled in the same follow-up sequence automatically.
Leads
| Name | Phone | Status | Attempts sent | First follow-up (IST) | Next follow-up (IST) |
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Lost leads
5 follow-up attempts sent with no reply. Full message and attempt history is still available via Activity.
| Name | Phone | Attempts sent | First follow-up (IST) |
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Send a one-off message
This isn't restricted to 9 AM – 9 PM IST — it's a deliberate manual action — but still goes through the same paced, rate-limited queue.
Incoming messages
Grouped by number — click View to see the full thread with that contact.
| Phone | Lead | Messages | Last message (IST) | Preview |
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Sent messages
Grouped by number — click View to see the full thread with that contact.
| Phone | Lead | Messages | Last message (IST) | Preview |
|---|