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.

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
Converted 0 Closed won
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
Custom

Individual Salesperson Reports

Small work-progress report, mistakes, and improvement solution per salesperson. Follows the period selected above.

Filtered Leads

WhatsApp contacts the AI kept out of the lead queue — junk answers, job seekers, or never finished answering. Visible to you only.

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

Connect a WhatsApp number. Chats get AI replies and land in Lead CRM.

Enter your WhatsApp number, then connect securely with Meta.

Before you start: your number must not be signed in to the WhatsApp or WhatsApp Business app — remove it there first.
  1. 1Enter your business WhatsApp number.
  2. 2Click Connect WhatsApp — a secure Meta window opens.
  3. 3Log in to Facebook, approve, and enter the code WhatsApp sends you (SMS or call).
  4. Send a test message from another phone — your reply and the lead appear in Lead CRM.
Webhook URL-
Verify token-
Plan usage-
CRM sourcewhatsapp

After-call message

What we send on WhatsApp after an AI call

Up to three WhatsApp messages, sent when a lead is added or after an AI call.

Messages

Up to three, sent one after another in this order. Each message uses one WhatsApp credit per customer.

Message 1
1Message 1TextText, with an optional file and button
Text
0/1024
File optional · PDF, Word, JPG, PNG or MP4, up to 8 MB
Button optional · a link under the message
On WhatsApp
Links on request

If the customer asks for one of these links on the call, only that link is sent — not the messages.

Message sent with the link

Each link is one WhatsApp template, approved once. A customer who asked for a link counts as messaged.
Test send
Costs the same as a real send.
Delivery report
Nothing sent yet.
Why messages failed

    WhatsApp credits
    File

    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. Each key allows 120 requests a minute.
              
    
            
    
            
    
              
              
    
                
                
              
    
              
            
    
            
            
    
          
    

          
    
            
              
              
                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
    
                  
                
    
                
    
              
    
            
    
          
    

          
    
            
    
              
              
    
                
    Meta lead-form ads → this CRM
    
                
    Facebook & Instagram instant-form leads land in your Lead Inbox within two minutes and get the new-lead WhatsApp message. As you move them through the stages, Meta is told which ones converted, so your ads find more like them.
    
              
    
            
    
            
    
              
    
                
    
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    Receive leads
    
                    
    Meta writes every lead into a Google Sheet. Give this CRM access to that sheet.
    
                  
    
                
    
                
    
                  Share the sheet (Editor) with
                  
    
                    
                    
                  
    
                  In Ads Manager: Automated lead delivery → Google Sheets → Set up. Then open that sheet → Share → paste this email → Editor.
                
    
                
                
                
                
                
    
                  
                  
                  
                
    
                
    
              
    

              
    
                
    
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    Tell Meta which leads convert
    
                    
    Every stage change (Contacted, Qualified, Converted, Disqualified), by your team or the AI, reaches Meta within two minutes with the lead’s own id.
    
                  
    
                
    
                Meta Events Manager → your dataset → Settings: copy the Dataset ID, then Conversions API → Generate access token.
                
                
                
                
                
                
                
    
                  
                  
                  
                
    
                
    
              
    
            
    
          
    
        
    
      
    


      
    
        
    
          
    
            
    
              
    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.