Total leads
—Across all channelsPinaksh / Overview
DEMO DATA
AU
MONDAY, YOUR BUSINESS AT A GLANCE
Good afternoon, Admin ✦
Here’s what’s happening with your customer conversations.
Open conversations
—In the shared inboxFollow-ups due
—Check pending enquiriesActive agents
—Ready to handle leadsRecent leads
Latest customers added to your CRM
| CUSTOMER | CHANNEL | INTEREST | STATUS |
|---|
Channels
Connect your customer touchpoints
Before connecting
Your existing WhatsApp Business app number is not connected to this local demo. We'll check supported options before any change.
CUSTOMER MESSAGES
Shared inbox
Review demo conversations and test reply suggestions.
Select a conversation
Choose a customer on the left to view the conversation.
Demo inbox — messages here are stored locally and are not sent to WhatsApp, Facebook, or Instagram.
SALES PIPELINE
Leads
Organise travel enquiries from WhatsApp, Facebook, Instagram, and your website.
| CUSTOMER | CONTACT | DESTINATION | TRAVEL DATE | ASSIGNED TO | STATUS | CALL |
|---|
Call history
Calls recorded by your team. Save outcomes manually after each call.
| DATE | CUSTOMER | PHONE | COMPANY NUMBER | AGENT | OUTCOME | NOTES / FOLLOW-UP |
|---|
CUSTOMER FOLLOW-UP TRACKER
Follow-ups
Schedule reminders and track pending, completed and overdue customer tasks.
Pending
0All pending remindersDue today
0Need attention todayOverdue
0Past due dateCompleted
0Successfully completed| DUE DATE | CUSTOMER | PHONE | ASSIGNED TO | NOTES | STATUS | ACTION |
|---|
PEOPLE & PERMISSIONS
Sales team
Two administrator accounts and six sales-agent accounts are provisioned for local testing.
Before production
Local role checks are enabled: administrators can view and assign all leads; agents can access only their assigned leads and conversations. This local prototype still needs production review, managed account creation, audit logs, and a shared database before deployment.
RESPOND FASTER
Automations
Test suggested answers for common travel questions. Replies run locally only.
Common-question auto replies
Suggest a response when a customer message matches a simple keyword.
Flight booking
ACTIVEKeywords: flight, ticket, destination
Ask for destination, travel date, and passenger count.Visa assistance
ACTIVEKeywords: visa, entry, transit
Collect nationality and visa type; route complex cases to an agent.Holiday packages
ACTIVEKeywords: package, holiday, hotel
Ask for destination, dates, and number of travellers.Safe by default: The demo only suggests a reply inside the local inbox. Real automated messaging will be enabled only after the official channels and approved message flows are configured.
Test an automation
Enter a sample customer message to preview the suggested response.
Your suggested reply will appear here.
INTEGRATIONS
Messaging channels
Prepare your business accounts for connection without changing the current WhatsApp setup.
Important: Do not delete or migrate your existing WhatsApp Business app account. WhatsApp Business Platform availability and app coexistence depend on eligibility and setup. We'll verify the current supported method before connecting it. Facebook and Instagram require Meta app configuration and the relevant messaging permissions.