BAS-AI CRM Console

Website chatbot, lead scoring, and subscription workspace

Subscribers 0
Active Plans 0
Total Leads 0
Conversations 0

Recent Subscribers

Account status and lead volume
Customer Workspaces

Subscribers

Create customer accounts, assign plans, and manage each business workspace separately.

0 subscribers
Subscriber CRUD

Subscribed businesses

Search, filter, sort, edit, or delete customer workspaces.

Payment management

Payments & auto-debit

Track Razorpay payments, auto-debit renewals, cancellations, and transaction history.

BudgetAIStudio Platform

Subscriptions

Create plans, control limits, and choose exactly which CRM/chatbot features each customer can access.

Platform Access
Plan Editor

Plan details

Update billing label, subscriber limits, and available features.

Included features Checked features are available to subscribers on this plan.
0 selected

After editing a plan, click Save plan to persist changes.

Platform cost controls

Billing guardrails

Control paid AI usage, monitor server and Vishali AI cost, and pause chatbot processing when limits are reached.

Overall expense ₹0
Global SaaS settings Free trial, billing, AI switches, and spending limits Applies to all subscribers and public chatbot/campaign usage.
₹1,000
₹1,000 ₹20,000
₹1,000
₹1,000 ₹20,000

Usage limits pause paid AI/chatbot processing when reached.

Cost analytics

Server + Vishali AI spend

Filter by day, week, month, year, or custom dates.

Sales Lead CRM

Ad-link and website sales leads are scored by potential. Follow hot leads first, warm leads next, and keep junk separate.

Current subscriber Current plan
Total Leads 0 Current queue
Hot Leads 0 Needs first attention
Need Review 0 Manual check pending
Junk / Cold 0 Lower priority

AI Sales Performance Suggestions

Calculated from current CRM data

Live analytics refresh automatically from current CRM data. Upload CRM files to improve forecasting.

Conversation

No lead selected

Sales Intelligence Report

Individual sales performance, lead quality, follow-up discipline, and conversion actions.

Overall Sales Report

Complete sales performance from all sales leads

Individual Salesperson Reports

Small work-progress report, mistakes, and improvement solution per salesperson.

Lead Activity Logs

Permanent lead CRUD history with actor name, role, date, and time.

Audit Trail

No logs loaded
Cannot be deleted

Billing & plan

My subscription plan

View your current plan, auto-debit status, and upgrade options.

Staff Access

Create sales manager or employee logins and assign this CRM. Staff can work leads, but admin controls stay locked.

Staff Members

Deactivate access immediately when someone should no longer use the CRM.

Business Settings

Configure your chatbot agent

Set how the website chatbot should introduce itself, understand your business, ask questions, qualify leads, and hand off to your sales team.
Live chatbot identity Agent Industry-aware sales assistant
01

Agent identity

Name your assistant and choose the tone customers should experience.

02

Business context

Tell the AI what business it represents, who it serves, and what it sells.

03

Questions and qualification

Enter the exact questions your chatbot should ask. One question per line. These guide the website widget and campaign chat.

04

Sales guardrails and handoff

Control what the agent can say, what it must avoid, and when a human should follow up.

05

WhatsApp AI chatbot

Enter your business WhatsApp number. Our backend setup handles the Meta connection, webhook, and AI routing.

Enter your WhatsApp number, then connect securely with Meta.

  1. Enter your business WhatsApp number.
  2. Click Connect WhatsApp to start setup.
  3. Approve the secure Meta/WhatsApp connection when prompted.
  4. Send a test WhatsApp message and check Lead CRM.
Webhook URL-
Verify token-
Plan usage-
CRM sourcewhatsapp

Integration Guide

Connect your chatbot everywhere

Choose one integration method below. Add the AI to your website, share campaign chat links, connect WhatsApp Cloud API, or connect external AI agents with API keys.

JS

Any JavaScript website

Paste this before the closing </body> tag. It opens a mini chat popup inside the customer website itself — it does not redirect users to another page.

Website widget snippet 

              
    
                
  1. Open your website admin or theme editor.
    2. 
                
  2. Paste the snippet before </body>.
    3. 
                
  3. Publish and test the mini popup chat bubble on the approved website domain.
    4. 
              

            


            

              

                
                

                  
Ads campaign / social share link

                  
Use this direct chat link in Meta ads, Instagram bio, WhatsApp broadcast, email campaigns, or any social media chat.

                

              

              
              

                Meta Ads
                Instagram bio
                WhatsApp share
                QR code
              

              

                Standalone chat page for shareable campaigns. Change campaign and medium to track each source.
              

            


            

              

                
                  
                
                

                  
React / Next.js app

                  
Use this component once in your app layout. It injects the same chatbot widget script.

                

              

              

                React component
                
              

              

              

                Add component
                Place in layout
                Deploy once
              

            

            

              

                

                  
                    
                  
                  

                    
WhatsApp Cloud API chatbot

                    
Connect Meta WhatsApp Cloud API so customer WhatsApp chats use the same AI and sync into Lead CRM.

                  

                


                

                  WhatsApp webhook URL
                  
                

                

                

                  Same AI
                  CRM source: WhatsApp
                  Plan limited
                

              


              

                

                  
Verify token-

                  
Phone Number IDNot configured

                  
Monthly usage-

                

                
    
                  
  1. Add Phone Number ID and token in Business Settings.
    2. 
                  
  2. Add webhook URL and verify token in Meta.
    3. 
                  
  3. Subscribe to messages events.
    4. 
                  
  4. Send test message and check Lead CRM.
    5. 
                

              

            

          


          

            

              

                
Workspace integration details

                These values are unique for the selected subscriber.
              

            

            

              
Tenant ID-

              
Widget Key-

              
Widget Script-

              
Widget Message API/api/widget/message

            

          


          

            

              

                
Advanced

                
External Agent API

                Connect CallAgent, voice bots, automation tools, or other CRMs using a tenant-scoped API key.
              

            

            

              
              

                
                
              

              
            

            
            

          


          

            
              
              
                How to connect your BAS AI Voice Agent
                Two-way sync in 5 steps — no support needed.
              
              
            
            
    
              
  1. Above, name the key (e.g. Voice Agent), keep Read leads + Create/update leads checked, and click Generate API Key. Then Copy key — it is shown only once.
    2. 
              
  2. Open your BAS AI Voice Agent → CRM Hub → + Add New CRM, and choose BAS AI CRM.
    3. 
              
  3. Paste the key into API key / token.
    4. 
              
  4. Pick the Lead sync direction: Two-way sync for read + write (import your leads and write call outcomes back), or Import leads from CRM for read-only.
    5. 
              
  5. Save, then click Sync leads. Your CRM leads flow into the call queue; after each call the outcome, notes, follow-up, and stage sync back here automatically.
    6. 
            

          


          

            

              

                
CallAgent API examples

                Use header X-CRM-API-Key for every request. These examples are tested against this local CRM.
              

            

            

              

                

                  
Pull leads

                  
                

                

              

              

                

                  
Update lead after call

                  
                

                

              

            

          

        

      



      

        

          

            

              
Simulate Website Visitor

              Uses selected subscriber
            


            

              
              
              
              
            


            

              Bot Reply
              
Send a message to test the agent.

            

          


          

            

              
Live Widget Preview

              Same script clients install
            

            

              
Client Website Preview

              
This area represents your client website. The chat button appears in the bottom-right corner.

            

          

        

      

    


    

    

    

    

      

        
        

          Opening CRM
          Checking your signed-in session.