Premium Guide
GoBooster Guide
Complete module-by-module documentation for GoBooster CRM. Every active SaaS registry module — what it does, step-by-step workflows, and searchable Q&A in English.
Try: “WhatsApp Official API”, “embedded signup”, “broadcast campaign”, “add template”, “AI agent”, “staff permission”
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AI Assistant
Registered SaaS module.
Quick summary
The AI Assistant module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
AI Assistant is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
AI Assistant is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: AI Assistant must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → AI Assistant row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does AI Assistant work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for AI Assistant?
Pipeline → Staff → select staff member → Permissions → find AI Assistant row → tick View/Create/Edit as needed → Save.
Why is AI Assistant hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
AMC Management
Registered SaaS module.
Quick summary
The AMC Management module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
AMC Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
AMC Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: AMC Management must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → AMC row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does AMC Management work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for AMC?
Pipeline → Staff → select staff member → Permissions → find AMC row → tick View/Create/Edit as needed → Save.
Why is AMC hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Automation Rules
Trigger actions on CRM events.
Quick summary
The Automation Rules module helps you Trigger actions on CRM events. Open it from Platform → Automation. Records stay inside your tenant — other businesses cannot see your data.
Overview
When a lead is created, invoice is due, or payment arrives — automatically create tasks, send email, or WhatsApp.
How it works
When a lead is created, invoice is due, or payment arrives — automatically create tasks, send email, or WhatsApp. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Open Automation: Sidebar → Automation (admin).
- Create rule: Pick trigger (lead created, invoice due, etc.), conditions, and action.
- Test: Perform the trigger event on a test record and verify the action runs once.
Works with
Permissions — how to allow access
- Plan: Automation Rules must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Automation Rules row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Open Automation
Sidebar → Automation (admin).
-
2
Create rule
Pick trigger (lead created, invoice due, etc.), conditions, and action.
-
3
Test
Perform the trigger event on a test record and verify the action runs once.
Common workflows
- Trigger: invoice due in 3 days
- Action: WhatsApp client with amount due
Module Q&A
Who can edit rules?
Usually tenant admin only. Staff may view logs depending on permissions.
How do I give staff permission for Automation Rules?
Pipeline → Staff → select staff member → Permissions → find Automation Rules row → tick View/Create/Edit as needed → Save.
Why is Automation Rules hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Call Logs
Track calls, recordings, and dialer campaigns.
Quick summary
The Call Logs module helps you Track calls, recordings, and dialer campaigns. Open it from Pipeline → Call Logs. Records stay inside your tenant — other businesses cannot see your data.
Overview
Log inbound/outbound calls, match recordings from the mobile app, and run dialer campaigns on leads.
How it works
Log inbound/outbound calls, match recordings from the mobile app, and run dialer campaigns on leads. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- View call history: Pipeline → Call Logs. Filter by staff, outcome, and date.
- Mobile sync: Install GoBooster app, enable call sync, and calls auto-link to leads by phone number.
Works with
Permissions — how to allow access
- Plan: Call Logs must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Call Logs row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
View call history
Pipeline → Call Logs. Filter by staff, outcome, and date.
-
2
Mobile sync
Install GoBooster app, enable call sync, and calls auto-link to leads by phone number.
Common workflows
- Build lead list
- Start dialer campaign in app
- Disposition each call
- Review analytics in Reports
Module Q&A
Requires Tasks module?
Yes. Call logs nav needs both call_logs and tasks enabled on your plan.
How do I give staff permission for Call Logs?
Pipeline → Staff → select staff member → Permissions → find Call Logs row → tick View/Create/Edit as needed → Save.
Why is Call Logs hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Campaign Studio
Registered SaaS module.
Quick summary
The Campaign Studio module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
Campaign Studio is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
Campaign Studio is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: Campaign Studio must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Campaign Studio row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does Campaign Studio work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Campaign Studio?
Pipeline → Staff → select staff member → Permissions → find Campaign Studio row → tick View/Create/Edit as needed → Save.
Why is Campaign Studio hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Client Management
Long-term customer records and history.
Quick summary
The Client Management module helps you Long-term customer records and history. Open it from Pipeline → Clients. Records stay inside your tenant — other businesses cannot see your data.
Overview
Clients are converted customers. Store contacts, billing details, activity, invoices, and documents in one place.
How it works
Clients are converted customers. Store contacts, billing details, activity, invoices, and documents in one place. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Add a client: Pipeline → Clients → New. Or convert from a won lead.
- Link finance: Create quotations and invoices from the client profile. Payments reduce outstanding balance.
- Track activity: Log calls, notes, and follow-ups so any staff member sees full context.
Works with
Permissions — how to allow access
- Plan: Client Management must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Client row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Add a client
Pipeline → Clients → New. Or convert from a won lead.
-
2
Link finance
Create quotations and invoices from the client profile. Payments reduce outstanding balance.
-
3
Track activity
Log calls, notes, and follow-ups so any staff member sees full context.
Common workflows
- Create client record
- Send quotation
- Convert to invoice on approval
- Collect payment
Module Q&A
Client vs lead?
Leads are prospects; clients are active customers. Convert when the relationship is confirmed.
How do I give staff permission for Client?
Pipeline → Staff → select staff member → Permissions → find Client row → tick View/Create/Edit as needed → Save.
Why is Client hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Communications (MPWA)
Legacy WhatsApp / messaging hub.
Quick summary
The Communications (MPWA) module helps you Legacy WhatsApp / messaging hub. Open it from Settings → Communications. Records stay inside your tenant — other businesses cannot see your data.
Overview
Send template messages and manage communication logs when MPWA WhatsApp module is enabled.
How it works
Send template messages and manage communication logs when MPWA WhatsApp module is enabled. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Configure API: Settings → WhatsApp API credentials.
- Send message: Use Communications or module-specific send screens.
Works with
Permissions — how to allow access
- Plan: Communications (MPWA) must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Communications (MPWA) row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Configure API
Settings → WhatsApp API credentials.
-
2
Send message
Use Communications or module-specific send screens.
Module Q&A
How do I give staff permission for Communications (MPWA)?
Pipeline → Staff → select staff member → Permissions → find Communications (MPWA) row → tick View/Create/Edit as needed → Save.
Why is Communications (MPWA) hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Documents
Secure file storage per tenant.
Quick summary
The Documents module helps you Secure file storage per tenant. Open it from Support → Documents. Records stay inside your tenant — other businesses cannot see your data.
Overview
Upload contracts, KYC, and project files. Storage usage counts against plan max_storage_mb.
How it works
Upload contracts, KYC, and project files. Storage usage counts against plan max_storage_mb. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Upload: Documents → Upload. Tag and link to client if needed.
- Share: Download or attach in client communications.
Works with
Permissions — how to allow access
- Plan: Documents must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Documents row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Upload
Documents → Upload. Tag and link to client if needed.
-
2
Share
Download or attach in client communications.
Module Q&A
Storage full?
Upgrade plan for higher max_storage_mb or remove old files.
How do I give staff permission for Documents?
Pipeline → Staff → select staff member → Permissions → find Documents row → tick View/Create/Edit as needed → Save.
Why is Documents hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Follow-ups
Calendar-driven callbacks and reminders.
Quick summary
The Follow-ups module helps you Calendar-driven callbacks and reminders. Open it from Pipeline → Follow-ups. Records stay inside your tenant — other businesses cannot see your data.
Overview
Follow-ups show on a calendar. Requires Tasks module. Never miss a scheduled call or meeting.
How it works
Follow-ups show on a calendar. Requires Tasks module. Never miss a scheduled call or meeting. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Schedule follow-up: From a lead/client or Follow-ups calendar, add date, time, and notes.
- Work the calendar: Open Pipeline → Follow-ups. Click a slot to see details and mark complete.
Works with
Permissions — how to allow access
- Plan: Follow-ups must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Follow-ups row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Schedule follow-up
From a lead/client or Follow-ups calendar, add date, time, and notes.
-
2
Work the calendar
Open Pipeline → Follow-ups. Click a slot to see details and mark complete.
Common workflows
- Open calendar day view
- Dial from call logs or mobile
- Log outcome on the related lead
Module Q&A
Why is Follow-ups hidden?
Both Follow-ups and Tasks modules must be enabled on your plan.
How do I give staff permission for Follow-ups?
Pipeline → Staff → select staff member → Permissions → find Follow-ups row → tick View/Create/Edit as needed → Save.
Why is Follow-ups hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Invoices
Bill clients and track payment status.
Quick summary
The Invoices module helps you Bill clients and track payment status. Open it from Finance → Invoices. Records stay inside your tenant — other businesses cannot see your data.
Overview
Create GST-ready invoices, send PDFs, collect online payments, and monitor overdue balances.
How it works
Create GST-ready invoices, send PDFs, collect online payments, and monitor overdue balances. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Create invoice: Finance → Invoices → New. Pick client, line items, tax, due date.
- Send & collect: Email PDF or share payment link if payment gateway is configured.
- Record payment: Mark paid manually or auto-match Razorpay/JustSwitch payments.
Works with
Permissions — how to allow access
- Plan: Invoices must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Invoices row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Create invoice
Finance → Invoices → New. Pick client, line items, tax, due date.
-
2
Send & collect
Email PDF or share payment link if payment gateway is configured.
-
3
Record payment
Mark paid manually or auto-match Razorpay/JustSwitch payments.
Common workflows
- Filter draft invoices
- Send batch reminders
- Reconcile payments module
Module Q&A
Invoice monthly limit?
max_invoices_month on your plan caps how many new invoices you can create each month.
How do I give staff permission for Invoices?
Pipeline → Staff → select staff member → Permissions → find Invoices row → tick View/Create/Edit as needed → Save.
Why is Invoices hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Knowledge Base
Internal SOPs and customer help articles.
Quick summary
Knowledge Base is your internal wiki — store FAQs, policies, and how-to articles so staff find answers without asking admin every time.
Overview
Publish FAQs, guides, and SOPs for your team. Organize by category and article type.
How it works
Articles live in categories with types (FAQ, SOP, etc.). Published articles appear in the module index. Requires knowledge-base in plan and staff permission to view/edit.
In the UI
- Open module: Sidebar → Support → Knowledge Base (or search “Knowledge” in command palette).
- Create article: Click New Article → title, body, category, tags, publish toggle.
- Find content: Use search and filters on index page.
Works with
Permissions — how to allow access
- Plan: Knowledge Base must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Knowledge Base row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Open module
Sidebar → Support → Knowledge Base (or search “Knowledge” in command palette).
-
2
Create article
Click New Article → title, body, category, tags, publish toggle.
-
3
Find content
Use search and filters on index page.
Common workflows
- Create SOP category
- Add step articles
- Link from staff welcome task
Module Q&A
Not in my plan?
Knowledge Base must be listed in enabled_modules on your subscription plan. Upgrade to unlock.
Who can edit articles?
Staff need crm.knowledge-base.page.view plus edit permissions in Staff → Permissions.
How do I give staff permission for Knowledge Base?
Pipeline → Staff → select staff member → Permissions → find Knowledge Base row → tick View/Create/Edit as needed → Save.
Why is Knowledge Base hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Knowledge Base
Internal SOPs and customer help articles.
Quick summary
Knowledge Base is your internal wiki — store FAQs, policies, and how-to articles so staff find answers without asking admin every time.
Overview
Publish FAQs, guides, and SOPs for your team. Organize by category and article type.
How it works
Articles live in categories with types (FAQ, SOP, etc.). Published articles appear in the module index. Requires knowledge-base in plan and staff permission to view/edit.
In the UI
- Open module: Sidebar → Support → Knowledge Base (or search “Knowledge” in command palette).
- Create article: Click New Article → title, body, category, tags, publish toggle.
- Find content: Use search and filters on index page.
Works with
Permissions — how to allow access
- Plan: Knowledge Base must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Knowledge Base row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Open module
Sidebar → Support → Knowledge Base (or search “Knowledge” in command palette).
-
2
Create article
Click New Article → title, body, category, tags, publish toggle.
-
3
Find content
Use search and filters on index page.
Common workflows
- Create SOP category
- Add step articles
- Link from staff welcome task
Module Q&A
Not in my plan?
Knowledge Base must be listed in enabled_modules on your subscription plan. Upgrade to unlock.
Who can edit articles?
Staff need crm.knowledge-base.page.view plus edit permissions in Staff → Permissions.
How do I give staff permission for Knowledge Base?
Pipeline → Staff → select staff member → Permissions → find Knowledge Base row → tick View/Create/Edit as needed → Save.
Why is Knowledge Base hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Lead Management
Capture, qualify, and convert prospects.
Quick summary
Leads module stores prospects before they become paying clients. Sales team works here daily — update stage, assign owner, schedule follow-ups, then convert to Client.
Overview
Leads are your top-of-funnel records. Assign owners, track source and stage, schedule follow-ups, and convert won leads into clients.
How it works
Each lead has stage, source, owner, and contact fields. List page for bulk work; detail page for full history. Converting creates a Client record and links history. Works with Tasks, Follow-ups, Call Logs, and Quotations.
In the UI
- Open Leads: Go to Pipeline → Leads. Use filters for stage, source, staff, and date.
- Create a lead: Click New Lead. Fill name, phone, email, source, stage, and notes. Save.
- Work the pipeline: Update stage as the deal progresses. Add tasks or follow-ups from the lead detail page.
- Convert to client: When the deal is won, convert the lead to a client to start invoicing and projects.
Works with
Permissions — how to allow access
- Plan: Lead Management must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Lead row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Open Leads
Go to Pipeline → Leads. Use filters for stage, source, staff, and date.
-
2
Create a lead
Click New Lead. Fill name, phone, email, source, stage, and notes. Save.
-
3
Work the pipeline
Update stage as the deal progresses. Add tasks or follow-ups from the lead detail page.
-
4
Convert to client
When the deal is won, convert the lead to a client to start invoicing and projects.
Common workflows
- Review new leads
- Call hot leads from follow-up calendar
- Move stages after each touch
- Convert closed deals to clients
- Use Import/Export under Settings
- Map CSV columns
- Assign default owner and source
Module Q&A
Can I customize lead stages?
Yes. On the Leads page open Manage Stage / Source / Status to add options your team uses.
What counts toward my lead limit?
New leads created in the current billing month count against max_leads_month on your plan.
How do I give staff access to leads only?
Pipeline → Staff → Permissions → Leads row → allow View Own and/or View Global. Deny other module rows.
How do I give staff permission for Lead?
Pipeline → Staff → select staff member → Permissions → find Lead row → tick View/Create/Edit as needed → Save.
Why is Lead hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
MySchool
Registered SaaS module.
Quick summary
The MySchool module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
MySchool is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
MySchool is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: MySchool must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → MySchool row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does MySchool work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for MySchool?
Pipeline → Staff → select staff member → Permissions → find MySchool row → tick View/Create/Edit as needed → Save.
Why is MySchool hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Partner Portal (Client login)
Registered SaaS module.
Quick summary
The Partner Portal (Client login) module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
Partner Portal (Client login) is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
Partner Portal (Client login) is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: Partner Portal (Client login) must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Partner Portal (Client login) row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does Partner Portal (Client login) work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Partner Portal (Client login)?
Pipeline → Staff → select staff member → Permissions → find Partner Portal (Client login) row → tick View/Create/Edit as needed → Save.
Why is Partner Portal (Client login) hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Payment Gateway
Razorpay, JustSwitch, and online collections.
Quick summary
The Payment Gateway module helps you Razorpay, JustSwitch, and online collections. Open it from Settings → Payment Gateways. Records stay inside your tenant — other businesses cannot see your data.
Overview
Connect payment providers so clients pay invoices online. Tenant admin configures keys.
How it works
Connect payment providers so clients pay invoices online. Tenant admin configures keys. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Configure: Settings → Payment Gateways. Enter Razorpay or JustSwitch credentials.
- Test payment: Open a test invoice and pay with a small amount.
Works with
Permissions — how to allow access
- Plan: Payment Gateway must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Payment Gateway row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Configure
Settings → Payment Gateways. Enter Razorpay or JustSwitch credentials.
-
2
Test payment
Open a test invoice and pay with a small amount.
Module Q&A
How do I give staff permission for Payment Gateway?
Pipeline → Staff → select staff member → Permissions → find Payment Gateway row → tick View/Create/Edit as needed → Save.
Why is Payment Gateway hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Payments
Payment ledger linked to invoices.
Quick summary
The Payments module helps you Payment ledger linked to invoices. Open it from Finance → Payments. Records stay inside your tenant — other businesses cannot see your data.
Overview
See all incoming payments, link them to invoices, and track partial settlements.
How it works
See all incoming payments, link them to invoices, and track partial settlements. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Record payment: Finance → Payments → New, or add payment from an open invoice.
- Reconcile: Match gateway settlements with invoice balances in reports.
Works with
Permissions — how to allow access
- Plan: Payments must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Payments row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Record payment
Finance → Payments → New, or add payment from an open invoice.
-
2
Reconcile
Match gateway settlements with invoice balances in reports.
Module Q&A
How do I give staff permission for Payments?
Pipeline → Staff → select staff member → Permissions → find Payments row → tick View/Create/Edit as needed → Save.
Why is Payments hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Project Management
Registered SaaS module.
Quick summary
The Project Management module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
Project Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
Project Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: Project Management must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Project row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does Project Management work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Project?
Pipeline → Staff → select staff member → Permissions → find Project row → tick View/Create/Edit as needed → Save.
Why is Project hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Quotations
Send proposals before invoicing.
Quick summary
The Quotations module helps you Send proposals before invoicing. Open it from Finance → Quotations. Records stay inside your tenant — other businesses cannot see your data.
Overview
Build quotations with products and templates. Convert approved quotes to invoices in one click.
How it works
Build quotations with products and templates. Convert approved quotes to invoices in one click. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- New quotation: Finance → Quotations → New. Add line items and validity date.
- Convert: When client approves, use Convert to Invoice to copy lines and client details.
Works with
Permissions — how to allow access
- Plan: Quotations must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Quotations row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
New quotation
Finance → Quotations → New. Add line items and validity date.
-
2
Convert
When client approves, use Convert to Invoice to copy lines and client details.
Module Q&A
WhatsApp quotation?
If WhatsApp is enabled, send quotation PDF or link from the quotation actions menu.
How do I give staff permission for Quotations?
Pipeline → Staff → select staff member → Permissions → find Quotations row → tick View/Create/Edit as needed → Save.
Why is Quotations hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Reports & Analytics
Dashboards for sales, finance, and calls.
Quick summary
The Reports & Analytics module helps you Dashboards for sales, finance, and calls. Open it from Platform → Reports. Records stay inside your tenant — other businesses cannot see your data.
Overview
View lead funnel, revenue, staff performance, call analytics, and export summaries.
How it works
View lead funnel, revenue, staff performance, call analytics, and export summaries. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Open Reports: Sidebar → Reports (admin). Pick a report tab.
- Filter period: Set date range and staff filters, then export if needed.
Works with
Permissions — how to allow access
- Plan: Reports & Analytics must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Reports & Analytics row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Open Reports
Sidebar → Reports (admin). Pick a report tab.
-
2
Filter period
Set date range and staff filters, then export if needed.
Module Q&A
How do I give staff permission for Reports & Analytics?
Pipeline → Staff → select staff member → Permissions → find Reports & Analytics row → tick View/Create/Edit as needed → Save.
Why is Reports & Analytics hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Service Management
Registered SaaS module.
Quick summary
The Service Management module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
Service Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
Service Management is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: Service Management must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Service row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does Service Management work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Service?
Pipeline → Staff → select staff member → Permissions → find Service row → tick View/Create/Edit as needed → Save.
Why is Service hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
SMTP Mail Gateway
Registered SaaS module.
Quick summary
The SMTP Mail Gateway module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
SMTP Mail Gateway is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
SMTP Mail Gateway is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: SMTP Mail Gateway must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → SMTP Mail Gateway row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does SMTP Mail Gateway work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for SMTP Mail Gateway?
Pipeline → Staff → select staff member → Permissions → find SMTP Mail Gateway row → tick View/Create/Edit as needed → Save.
Why is SMTP Mail Gateway hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Staff Management
Invite users and control CRM permissions.
Quick summary
Staff Management is where Tenant Admins create team logins and control who can see and edit each CRM module. Without correct permissions, staff users will not see sidebar items or will get “Permission denied”.
Overview
Tenant admins add staff accounts and control which CRM pages and actions each team member can use.
How it works
GoBooster uses three access layers: (1) Subscription plan — module must be in enabled_modules. (2) Settings → Modules — tenant admin toggles modules on/off. (3) Staff → Permissions — per-user allow/deny matrix for view/create/edit/delete. Tenant Admin bypasses layer 3 and has full access to everything in the plan.
In the UI
- Desktop: left sidebar → Pipeline section → Staff (visible only to Admin role).
- Staff list page shows cards/table with name, email, role, and a Permissions button.
- Click Permissions → CRM Permission Matrix with rows for Dashboard, Leads, Clients, Tasks, Invoices, etc.
- Each row has checkboxes: View Own Records, View Global Records, Create, Edit, Delete (where applicable).
- Toggle Allow/Deny or check boxes → click Save at bottom.
- Staff user refreshes browser or re-opens mobile app — menu updates to match permissions.
- Mobile app: Admin → Staff → select user → Permissions (same matrix via API).
Works with
Permissions — how to allow access
- Who can open Staff module: Tenant Admin only (role = admin). Staff users cannot manage other staff.
- Where to give permission: Pipeline → Staff → [staff name] → Permissions.
- Admin role: automatic full CRM access for all modules included in your plan — no matrix required.
- Staff role: must pass plan check + Settings → Modules toggle + permission matrix allow.
- View Own: staff sees only records assigned to them (e.g. my leads).
- View Global: staff sees all tenant records in that module.
- Create / Edit / Delete: separate toggles — staff can view but not edit if Edit is denied.
- Denied action: browser shows 403 Permission denied; mobile shows blocked or hidden menu.
- Premium modules: extra rows appear in matrix when premium add-on is active (Gym, Travel, etc.).
Step-by-step
-
1
Open Staff list
Sidebar → Pipeline → Staff. Only Tenant Admin sees this menu.
-
2
Add a staff user
Click Add Staff. Enter name, email or mobile, password, designation. Save.
-
3
Open Permissions screen
On the staff row/card click Permissions (shield icon).
-
4
Set CRM matrix
Tick Allow for each module: View Own, View Global, Create, Edit, Delete as needed.
-
5
Save and verify
Save permissions. Staff logs in — sidebar shows only allowed modules.
Common workflows
- Create staff user
- Grant Leads + Tasks view own
- Add invoice view only if accounts team
- Share GoBooster mobile login
Module Q&A
Staff limit?
Active admin + staff users count toward max_staff on your subscription plan.
How do I give permission in the staff module?
Pipeline → Staff → click the person → Permissions → check Allow on needed rows → Save.
How do I remove access to Invoices for one staff?
Open their Permissions screen → Invoices row → uncheck all boxes or set Deny → Save.
Staff can see menu but gets error on click?
They may have page.view but not action permission (e.g. create). Adjust Create/Edit/Delete in the matrix.
Can staff give permissions to others?
No. Only Tenant Admin can open Staff and Permissions screens.
Support Tickets
Helpdesk for client issues.
Quick summary
The Support Tickets module helps you Helpdesk for client issues. Open it from Support → Tickets. Records stay inside your tenant — other businesses cannot see your data.
Overview
Track support requests with status, priority, assignee, and threaded comments.
How it works
Track support requests with status, priority, assignee, and threaded comments. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- New ticket: Support → Tickets → New. Link client, set priority.
- Resolve: Reply in comments, change status to resolved/closed.
Works with
Permissions — how to allow access
- Plan: Support Tickets must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Support Tickets row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
New ticket
Support → Tickets → New. Link client, set priority.
-
2
Resolve
Reply in comments, change status to resolved/closed.
Module Q&A
How do I give staff permission for Support Tickets?
Pipeline → Staff → select staff member → Permissions → find Support Tickets row → tick View/Create/Edit as needed → Save.
Why is Support Tickets hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Tasks
Team to-dos with due dates and owners.
Quick summary
The Tasks module helps you Team to-dos with due dates and owners. Open it from Pipeline → Tasks. Records stay inside your tenant — other businesses cannot see your data.
Overview
Tasks keep your team accountable. Link tasks to leads or clients, set priority, and mark complete from list or mobile app.
How it works
Tasks keep your team accountable. Link tasks to leads or clients, set priority, and mark complete from list or mobile app. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Create task: Pipeline → Tasks → New. Set title, assignee, due date, and related record.
- Complete work: Mark done from the list or detail view. Completed tasks stay in history.
Works with
Permissions — how to allow access
- Plan: Tasks must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Tasks row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Create task
Pipeline → Tasks → New. Set title, assignee, due date, and related record.
-
2
Complete work
Mark done from the list or detail view. Completed tasks stay in history.
Common workflows
- Filter by assignee
- Sort by overdue
- Reassign blocked tasks
Module Q&A
Do tasks count against plan limits?
Yes, tasks created per month may be capped by max_tasks_month on your plan.
How do I give staff permission for Tasks?
Pipeline → Staff → select staff member → Permissions → find Tasks row → tick View/Create/Edit as needed → Save.
Why is Tasks hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Web-to-Lead Forms
Embed forms that create leads automatically.
Quick summary
The Web-to-Lead Forms module helps you Embed forms that create leads automatically. Open it from Settings → Lead Forms. Records stay inside your tenant — other businesses cannot see your data.
Overview
Build public forms. Submissions create leads with source tracking.
How it works
Build public forms. Submissions create leads with source tracking. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Create form: Define fields and thank-you message.
- Embed: Copy iframe/script to your website.
Works with
Permissions — how to allow access
- Plan: Web-to-Lead Forms must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Web-to-Lead Forms row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Create form
Define fields and thank-you message.
-
2
Embed
Copy iframe/script to your website.
Module Q&A
How do I give staff permission for Web-to-Lead Forms?
Pipeline → Staff → select staff member → Permissions → find Web-to-Lead Forms row → tick View/Create/Edit as needed → Save.
Why is Web-to-Lead Forms hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Website Builder
Landing pages and homepage modules.
Quick summary
The Website Builder module helps you Landing pages and homepage modules. Open it from Settings → Homepage / Website. Records stay inside your tenant — other businesses cannot see your data.
Overview
Edit homepage sections, sliders, and public website content when website builder is on your plan.
How it works
Edit homepage sections, sliders, and public website content when website builder is on your plan. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Homepage menus: Configure navigation and sections.
- Publish: Preview and go live on your domain/subdomain.
Works with
Permissions — how to allow access
- Plan: Website Builder must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Website Builder row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Homepage menus
Configure navigation and sections.
-
2
Publish
Preview and go live on your domain/subdomain.
Module Q&A
How do I give staff permission for Website Builder?
Pipeline → Staff → select staff member → Permissions → find Website Builder row → tick View/Create/Edit as needed → Save.
Why is Website Builder hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
WhatsApp API Gateway
Registered SaaS module.
Quick summary
The WhatsApp API Gateway module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
WhatsApp API Gateway is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
WhatsApp API Gateway is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: WhatsApp API Gateway must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → WhatsApp API Gateway row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does WhatsApp API Gateway work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for WhatsApp API Gateway?
Pipeline → Staff → select staff member → Permissions → find WhatsApp API Gateway row → tick View/Create/Edit as needed → Save.
Why is WhatsApp API Gateway hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
WhatsApp Commerce
Registered SaaS module.
Quick summary
The WhatsApp Commerce module helps you Registered SaaS module. Open it from Sidebar (when enabled). Records stay inside your tenant — other businesses cannot see your data.
Overview
WhatsApp Commerce is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available.
How it works
WhatsApp Commerce is registered in the SaaS module registry. When enabled on your plan, routes mapped in permission_map become available. Access requires: (1) module in your subscription plan, (2) enabled under Settings → Modules, (3) for staff users — allow rows in Pipeline → Staff → Permissions. Tenant Admin skips step 3.
In the UI
- Check plan: Open Subscription & Billing to confirm this module is included.
- Enable for tenant: Tenant Admin → Settings → Modules toggle if entitled.
- Use features: Open the module from sidebar once visible.
Works with
Permissions — how to allow access
- Plan: WhatsApp Commerce must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → WhatsApp Commerce row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Check plan
Open Subscription & Billing to confirm this module is included.
-
2
Enable for tenant
Tenant Admin → Settings → Modules toggle if entitled.
-
3
Use features
Open the module from sidebar once visible.
Module Q&A
How does WhatsApp Commerce work?
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for WhatsApp Commerce?
Pipeline → Staff → select staff member → Permissions → find WhatsApp Commerce row → tick View/Create/Edit as needed → Save.
Why is WhatsApp Commerce hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Advocate & Law Firm Pro
Industry-specific CRM workspace.
Quick summary
The Advocate & Law Firm Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Advocate & Law Firm Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Cases, hearings, clients, billing, and document management for law firms. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Advocate & Law Firm Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Advocate & Law Firm Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Advocate & Law Firm Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Advocate & Law Firm Pro?
Pipeline → Staff → select staff member → Permissions → find Advocate & Law Firm Pro row → tick View/Create/Edit as needed → Save.
Why is Advocate & Law Firm Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Auto Agency Pro
Industry-specific CRM workspace.
Quick summary
The Auto Agency Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Auto Agency Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Enquiries, test drives, bookings, deliveries, and agency listings for automotive dealers. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Auto Agency Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Auto Agency Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Auto Agency Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Auto Agency Pro?
Pipeline → Staff → select staff member → Permissions → find Auto Agency Pro row → tick View/Create/Edit as needed → Save.
Why is Auto Agency Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
CA Firm Pro
Industry-specific CRM workspace.
Quick summary
The CA Firm Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → CA Firm Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Clients, compliance calendar, tasks, billing, and document vault for CA practices. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
CA Firm Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: CA Firm Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → CA Firm Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for CA Firm Pro?
Pipeline → Staff → select staff member → Permissions → find CA Firm Pro row → tick View/Create/Edit as needed → Save.
Why is CA Firm Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Digital Ad Agency Pro
Industry-specific CRM workspace.
Quick summary
The Digital Ad Agency Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Digital Ad Agency Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Campaigns, creatives, client billing, and performance reports for agencies. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Digital Ad Agency Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Digital Ad Agency Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Digital Ad Agency Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Digital Ad Agency Pro?
Pipeline → Staff → select staff member → Permissions → find Digital Ad Agency Pro row → tick View/Create/Edit as needed → Save.
Why is Digital Ad Agency Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Education & Coaching Pro
Industry-specific CRM workspace.
Quick summary
The Education & Coaching Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Education & Coaching Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Students, enquiries, fees, attendance, and batch management. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Education & Coaching Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Education & Coaching Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Education & Coaching Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Education & Coaching Pro?
Pipeline → Staff → select staff member → Permissions → find Education & Coaching Pro row → tick View/Create/Edit as needed → Save.
Why is Education & Coaching Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Gym / Zeam Zym Pro
Industry-specific CRM workspace.
Quick summary
The Gym / Zeam Zym Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Gym / Zeam Zym Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Members, memberships, fees, attendance, trainers, and trial sessions. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Gym / Zeam Zym Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Gym / Zeam Zym Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Gym / Zeam Zym Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Gym / Zeam Zym Pro?
Pipeline → Staff → select staff member → Permissions → find Gym / Zeam Zym Pro row → tick View/Create/Edit as needed → Save.
Why is Gym / Zeam Zym Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Insurance Broker Pro
Industry-specific CRM workspace.
Quick summary
The Insurance Broker Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Insurance Broker Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Policies, claims, leads, renewals, and client portfolios. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Insurance Broker Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Insurance Broker Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Insurance Broker Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Insurance Broker Pro?
Pipeline → Staff → select staff member → Permissions → find Insurance Broker Pro row → tick View/Create/Edit as needed → Save.
Why is Insurance Broker Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Real Estate Pro
Industry-specific CRM workspace.
Quick summary
The Real Estate Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Real Estate Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Properties, site visits, deals, commissions, and broker pipeline. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Real Estate Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Real Estate Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Real Estate Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Real Estate Pro?
Pipeline → Staff → select staff member → Permissions → find Real Estate Pro row → tick View/Create/Edit as needed → Save.
Why is Real Estate Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Salon / Spa / Clinic Pro
Industry-specific CRM workspace.
Quick summary
The Salon / Spa / Clinic Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Salon / Spa / Clinic Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Appointments, packages, staff roster, and client treatment history. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Salon / Spa / Clinic Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Salon / Spa / Clinic Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Salon / Spa / Clinic Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Salon / Spa / Clinic Pro?
Pipeline → Staff → select staff member → Permissions → find Salon / Spa / Clinic Pro row → tick View/Create/Edit as needed → Save.
Why is Salon / Spa / Clinic Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Travel & Tourism Pro
Industry-specific CRM workspace.
Quick summary
The Travel & Tourism Pro module helps you Industry-specific CRM workspace. Open it from Premium hub → Travel & Tourism Pro. Records stay inside your tenant — other businesses cannot see your data.
Overview
Enquiries, packages, bookings, visas, itineraries, and supplier invoices. Purchase the premium add-on or receive admin grant. Then use the dedicated sidebar hub for all screens.
Login to unlockHow it works
Travel & Tourism Pro is a premium industry hub. After the add-on is active, all screens for that vertical live under one sidebar hub. Core billing still uses Finance modules (Clients, Invoices). Staff need both plan access and permission matrix rows for the premium hub.
In the UI
- Purchase add-on: Premium Modules store or Settings → Premium Modules. Complete payment.
- Open hub: Sidebar shows the premium hub. Dashboard summarizes KPIs.
- Daily workflow: Work enquiries → quotes → fulfillment using hub menu items A to Z.
- Mobile app: Same hub appears in GoBooster mobile when add-on is active.
Works with
Permissions — how to allow access
- Plan: Travel & Tourism Pro must appear in your subscription enabled_modules list.
- Tenant: Settings → Modules → turn the module ON (Tenant Admin only).
- Staff access: Pipeline → Staff → [user] → Permissions → Travel & Tourism Pro row.
- View Own = assigned records only; View Global = all tenant records in this module.
- Create / Edit / Delete are separate checkboxes — deny Edit to make read-only access.
- Tenant Admin always has full access within the plan — no matrix needed.
Step-by-step
-
1
Purchase add-on
Premium Modules store or Settings → Premium Modules. Complete payment.
-
2
Open hub
Sidebar shows the premium hub. Dashboard summarizes KPIs.
-
3
Daily workflow
Work enquiries → quotes → fulfillment using hub menu items A to Z.
-
4
Mobile app
Same hub appears in GoBooster mobile when add-on is active.
Common workflows
- Capture enquiry
- Assign staff
- Progress status
- Invoice via core Finance modules
- Report in hub analytics
Module Q&A
Included in Startup/Growth plan?
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub?
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Travel & Tourism Pro?
Pipeline → Staff → select staff member → Permissions → find Travel & Tourism Pro row → tick View/Create/Edit as needed → Save.
Why is Travel & Tourism Pro hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
WhatsApp Official API (Premium)
Meta WhatsApp Business Cloud API — connect, chat, templates, broadcast, bots & AI.
Quick summary
WhatsApp Official API (Meta Cloud API) is a premium hub with 12 screens: Connect, Live Chat, AI Assistant, AI Notebook, Bots, Automation, Campaigns, Templates, Commerce, Analytics, Send API, and Module Settings. Search keywords: WhatsApp, Meta, Facebook embed, broadcast, template, AI agent, webhook, WABA.
Overview
WhatsApp Official connects your business number to Meta Cloud API. Inbound messages arrive via webhook into Live Chat. Outbound uses approved Meta templates for broadcasts and automation. Requires the whatsapp-automation-advanced premium add-on (plan upgrade alone is not enough).
Login to unlockHow it works
Architecture: (1) Tenant purchases premium add-on whatsapp-automation-advanced. (2) Admin connects Meta via Embedded Signup at /crm/whatsapp-official/connect — Meta popup returns WABA ID, Phone Number ID, Business Portfolio ID, display phone, and OAuth code; GoBooster exchanges code for access token and stores all credentials per tenant. (3) Meta sends inbound messages to webhook URL /api/webhooks/meta/whatsapp (verify token configured platform-side). (4) Messages appear in Live Chat (/crm/whatsapp-chat). (5) Outbound marketing/broadcast must use Meta-approved templates — create at /crm/whatsapp-official/templates, submit to Meta, wait approval. (6) Campaigns (/crm/whatsapp-official/campaigns) pick CRM audience and send template messages. (7) Inbound auto-reply order: STOP/START opt-out → staff handoff → keyword Bots → AI Notebook fixed answers → AI Assistant (OpenAI) → human staff. (8) CRM Automation rules (/crm/whatsapp-official/automation) send WhatsApp on events like lead_created, invoice_due when enabled in Module Settings. (9) Send API (/crm/whatsapp-official/send-api) lets external websites POST template messages with Bearer token. (10) Personalization Guide (/crm/whatsapp-official/personalization-guide) documents merge tags {{name}} and Meta {{1}} slot mapping. Embedded Signup requires GoBooster platform Meta App ID + Config ID (support enables); customer only completes Facebook popup — no manual API keys unless using Manual Connect fallback.
In the UI
- Hub: Sidebar → WhatsApp (Premium) → Overview (/crm/whatsapp-official) — 12 module cards + recommended 5-step flow.
- Connect (Embedded Signup): WhatsApp → Connect Account (/crm/whatsapp-official/connect) → Connect WhatsApp Business → Facebook/Meta popup → login → business portfolio → WABA + phone OTP → display name → Finish → Verify Live Connection.
- Manual Connect fallback: same page scroll down → WABA ID + Access Token + Phone Number ID → Save → Verify Live Connection.
- Live Chat: WhatsApp → Live Chat (/crm/whatsapp-chat) — staff inbox, reply within 24h session window.
- Templates: WhatsApp → Templates & Flows → Create tab → fill form → Submit to Meta | Library tab → Sync Meta.
- Broadcast: WhatsApp → Campaigns → Create → audience builder (Leads/Clients/etc.) → Save draft → Library → Send now.
- AI Agent: WhatsApp → AI Assistant → Enable AI auto-reply → API key → Instructions → Verify → Save. Train extra Q&A in AI Notebook.
- Bots: WhatsApp → Bots → Create bot → keyword trigger + reply message.
- Automation: WhatsApp → Automation → Create rule → CRM trigger event + message with merge tags.
- Settings: WhatsApp → Module Settings — auto-lead, CRM status triggers, 24h session reminders.
- Personalization tags: Campaigns or Templates page → Personalization guide link, or /crm/whatsapp-official/personalization-guide.
- Channel Setup (template ID map): Settings → Channel Setup (/crm/settings/channel-setup) — map CRM events to Meta template IDs.
- Mobile app: Hub /app/hub/whatsapp → same modules as /app/module/whatsapp-connect, whatsapp-campaigns, whatsapp-ai, etc.
Works with
Permissions — how to allow access
- Premium add-on whatsapp-automation-advanced must be purchased and active.
- Most WhatsApp hub pages are Tenant Admin only (Connect, Templates, Campaigns, AI, Bots, Settings).
- Live Chat (/crm/whatsapp-chat) can be granted to staff via Staff → Permissions → WhatsApp Chat rows.
- Staff permissions: Pipeline → Staff → Permissions → look for crm.whatsapp-official.* and crm.whatsapp-chat.* rows.
- If Connect button is disabled: SaaS platform Meta App ID / Config ID must be configured by support — not a tenant setting.
Step-by-step
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1
Purchase premium add-on
Settings → Premium Modules or Premium Modules store → buy WhatsApp Official / whatsapp-automation-advanced.
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2
Prepare Meta Business (Facebook)
Create Meta Business at business.facebook.com. Have admin Facebook login + a phone number ready for WhatsApp OTP verification.
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3
Open WhatsApp hub
Sidebar → WhatsApp (Premium) → Overview at /crm/whatsapp-official.
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4
Embedded Signup connect
WhatsApp → Connect Account → Connect WhatsApp Business → complete Facebook popup to Finish → CRM saves WABA ID, Phone Number ID, token automatically.
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5
Verify connection
Click Verify Live Connection. Status should show Connected + Live verified.
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6
Sync templates
WhatsApp → Templates & Flows → Sync Meta (or create new template and Submit to Meta).
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7
Live Chat
WhatsApp → Live Chat — reply to customers. Staff can access; most other WA screens are Admin only.
Common workflows
- Purchase premium add-on whatsapp-automation-advanced (Settings → Premium Modules).
- Open WhatsApp → Connect Account at /crm/whatsapp-official/connect.
- Confirm page shows Embedded Signup ready — green Connect WhatsApp Business button (not grey/disabled).
- Click Connect WhatsApp Business — Meta/Facebook popup opens (allow popups if blocked).
- Complete entire Facebook wizard — click Finish at the end; do not close with X early.
- GoBooster shows "Connected! Reloading…" — page reloads with Connected badge.
- Click Verify Live Connection — badge should show Live verified.
- Send a test WhatsApp from your personal phone to the business number; check Live Chat (/crm/whatsapp-chat).
- Optional: Templates → Sync Meta; Module Settings → enable auto-lead and CRM triggers.
- OAuth authorization code — from FB.login after you approve permissions; GoBooster exchanges it server-side for a WhatsApp Cloud API access token (customer never copies this manually).
- WhatsApp Business Account ID (WABA ID) — your Meta WhatsApp business account identifier.
- Phone Number ID — Graph API ID for the connected business number (NOT the mobile number digits).
- Meta Business Portfolio ID (business_id) — links WABA to your Meta Business account.
- Display phone number — customer-visible WhatsApp number (e.g. +91…).
- Stored per tenant in Connect settings: meta_waba_id, meta_phone_number_id, meta_business_id, meta_display_phone, meta_access_token, connection status, connected timestamp.
- GoBooster also subscribes the Meta app to your WABA for inbound webhooks → messages appear in Live Chat.
- Platform operator (GoBooster support) configures separately: Meta App ID, App Secret, Embedded Signup Config ID, webhook verify token — tenants do not enter these.
- Go to business.facebook.com (Meta Business Suite).
- Click Create account (or Get started).
- Enter your business name (legal or trading name), your name, and a work email address.
- Submit — your Meta Business Portfolio is created.
- Recommended: Business Settings → Business info — add address, website, phone (helps Meta verification later).
- Recommended: Business Settings → Users → add team admins who will manage WhatsApp.
- Use the same Facebook personal account that is Admin on this business when you click Connect WhatsApp Business in GoBooster.
- Optional but useful: complete Business Verification in Meta for higher messaging limits and smoother template approval.
- Facebook personal account with Admin role on your Meta Business Portfolio.
- Meta Business Portfolio created (see workflow: create Meta Business Account).
- Phone number ready for WhatsApp Business — must receive SMS or voice OTP; avoid number already on WhatsApp personal app unless you plan number migration.
- Business display name decided (shown to customers on WhatsApp — must follow Meta naming rules).
- GoBooster premium add-on whatsapp-automation-advanced active on your tenant.
- GoBooster Connect page shows Embedded Signup enabled — if "Connect abhi available nahi hai", contact GoBooster support (platform Meta App not enabled yet).
- Browser: allow popups for your CRM domain; disable aggressive ad-blockers on Connect page.
- Have Tenant Admin login — Connect Account is admin-only.
- Step 1 — Facebook login: sign in with the Facebook account that manages your Meta Business (same admin as business.facebook.com).
- Step 2 — Select Meta Business Portfolio: pick existing business or create a new one in the popup.
- Step 3 — WhatsApp Business Account (WABA): select an existing WABA or create a new WhatsApp Business Account under that portfolio.
- Step 4 — Phone number: enter business mobile/landline → choose SMS or voice call → enter OTP code Meta sends.
- Step 5 — Display name: set the name customers see on WhatsApp (business brand name).
- Step 6 — Permissions: review and allow GoBooster/Meta app access to manage WhatsApp Business on your behalf.
- Step 7 — Click Finish (or complete final confirmation) — popup closes; GoBooster receives WABA ID + Phone Number ID via WA_EMBEDDED_SIGNUP session event.
- If popup says not authorized: use the Facebook account that is App/Business admin, or ask your Meta Business admin to grant access.
- If cancelled: reopen Connect page and click Connect WhatsApp Business again — complete through Finish within ~30 seconds of code exchange.
- Open WhatsApp → Connect Account (/crm/whatsapp-official/connect).
- Ensure platform shows Embedded Signup ready (not "Connect abhi available nahi hai").
- Click Connect WhatsApp Business — Meta/Facebook popup opens.
- Log in with Facebook account that manages your Meta Business.
- Select existing WhatsApp Business Account (WABA) or create new business + number.
- Grant permissions — CRM receives WABA ID, phone number ID, access token automatically.
- Click Verify Live Connection — badge should show Live verified.
- Open Live Chat and send a test message to your business number from personal WhatsApp.
- Go to developers.facebook.com → My Apps → your WhatsApp app.
- WhatsApp → API Setup: copy Phone number ID and WhatsApp Business Account ID (WABA ID).
- Generate temporary token from API Setup OR create System User in Business Settings for permanent token.
- In GoBooster: Connect Account → Manual Connect section.
- Paste WABA ID, Access Token, Phone Number ID → Submit.
- Click Verify Live Connection.
- Webhook URL for Meta dashboard: your-domain/api/webhooks/meta/whatsapp (verify token set platform-side).
- WhatsApp → Templates & Flows → Create tab.
- Template name: lowercase_with_underscores (e.g. invoice_reminder_01).
- Category: UTILITY (transactional), MARKETING (promo), or AUTHENTICATION (OTP).
- Language: en_US or hi.
- Header (optional): None, Text, Image, Video, or PDF — upload sample if media.
- Body: write message with variables {{1}}, {{2}} — map slots in slot table to CRM fields.
- Footer (optional).
- Click Submit to Meta — status becomes Pending (24–48h review).
- After approval: Library tab shows Approved — use in Campaigns or Automation.
- Click Sync Meta anytime to pull templates created in Meta Business Manager directly.
- Ensure at least one Approved template exists.
- WhatsApp → Campaigns → Create tab.
- Enter campaign name.
- Select Approved template (optional — auto-fills message body).
- Upload header media override if template has image/video header.
- Write message body — use merge tags {{ name }}, {{ phone }} (see Personalization Guide).
- Audience builder: pick source All/Leads/Clients/Invoices/Tasks/Follow-ups + CRM filters.
- Watch live recipient count preview.
- Save draft campaign.
- Library tab → open draft → Send now (confirm dialog).
- Track delivery in Analytics (/crm/whatsapp-official/analytics).
- Connect WhatsApp first (Connect Account).
- WhatsApp → AI Assistant (/crm/whatsapp-official/ai).
- Toggle Enable AI auto-reply (runs after keyword bots match).
- Paste API key (starts with sk-) in API key field.
- Select model (GPT-4o mini recommended).
- Write Instructions — business tone, products, pricing rules, escalation policy.
- Click Verify key — badge shows Verified.
- Optional: enable Lead qualification fields (name, city, budget, product).
- Optional: link CRM Products catalog, Knowledge Base, AI Notebook.
- Set business hours + off-hours message if needed.
- Save — test by messaging your business number; bot keywords fire first, then AI.
- Train fixed Q&A: WhatsApp → AI Notebook → create notebook → add entries → enable on AI page.
- Customer sends WhatsApp to your business number.
- Meta webhook POST → GoBooster Live Chat conversation created/updated.
- STOP keyword → opt-out (blocks outbound). START → opt-in welcome.
- Staff handoff flag → skip automation, notify assigned staff.
- Keyword Bots (priority order) → match trigger → send reply/template.
- AI Notebook → fixed Q&A or block/escalate rules.
- AI Assistant → OpenAI generates reply if enabled + quota available.
- Otherwise message waits in Live Chat for staff reply.
- Open Personalization Guide: /crm/whatsapp-official/personalization-guide.
- Use CRM tags in campaigns/automation: {{ name }}, {{ client_name }}, {{ invoice_amount }}, {{ due_date }}.
- Meta templates use {{1}} {{2}} — map slots in template create form.
- Click tag in guide to copy. Preview bubble on Campaigns page shows filled example.
Module Q&A
Is WhatsApp included in my CRM plan?
No. WhatsApp Official is premium add-on whatsapp-automation-advanced. Purchase separately even if you have Startup/Growth plan.
What is WhatsApp Official API vs WhatsApp API (MPWA)?
WhatsApp Official uses Meta Cloud API (Embedded Signup, approved templates, Live Chat webhook). Legacy WhatsApp API at /crm/whatsapp-api is for MPWA/JUSTSWITCH non-Meta providers. Use Official for broadcasts and Meta compliance.
How to configure WhatsApp Official API?
Buy premium add-on → Connect Account (Embedded Signup or Manual) → Verify → Sync templates → enable Module Settings triggers → optional Bots/AI/Campaigns.
Embedded Signup kaise karein?
WhatsApp → Connect Account → Connect WhatsApp Business → Facebook login → Meta Business select/create → WABA + phone OTP → display name → Finish → Verify Live Connection. Poora Facebook popup flow guide ke "Facebook popup — step-by-step" workflow me hai.
Facebook se kya data GoBooster leta hai?
WABA ID, Phone Number ID, Meta Business Portfolio ID, display phone number, aur OAuth code (server access token banata hai). Ye tenant Connect settings me save hota hai. Manual token copy karne ki zarurat nahi jab tak Embedded Signup complete ho.
Meta Business Account kaise banayein?
business.facebook.com → Create account → business name + email → create. Phir GoBooster Connect me same Facebook admin se login karke WABA link karein. Business info aur Users add karna recommended hai.
Embedded Signup se pehle Facebook me kya setup chahiye?
Admin Facebook login, Meta Business Portfolio, OTP wala phone number, display name, premium add-on active, aur GoBooster par Embedded Signup enabled (support ne platform Meta App configure kiya ho). Checklist guide workflow "Customer — Facebook setup checklist" me hai.
Facebook popup me kaunse steps follow karne hain?
Login → Business portfolio → WABA create/select → phone OTP → display name → permissions allow → Finish dabao (X se band mat karo). Detail steps: guide workflow "Facebook popup — step-by-step during Embedded Signup".
Facebook se Access Token kaise milega?
Embedded Signup me manual token ki zarurat nahi — Finish ke baad GoBooster code exchange karke token save karta hai. Manual fallback: Meta Developers → App → WhatsApp → API Setup se token copy karke Connect page Manual Connect me paste karein.
Webhook URL kya hai?
Meta App Dashboard me Callback URL: https://your-domain/api/webhooks/meta/whatsapp. Verify token platform admin set karta hai. Inbound messages isi se Live Chat me aate hain.
Broadcast / campaign kaise bhejein?
Campaigns → Create → audience select → approved template → Save draft → Library → Send now. Marketing ke liye approved MARKETING template zaroori hai.
Naya template kaise add karein?
Templates & Flows → Create → name/category/language/body → Submit to Meta → 24-48h wait → Approved → use in campaigns.
AI agent WhatsApp me kaise add karein?
AI Assistant page → Enable AI auto-reply → API key + Instructions → Verify → Save. AI Notebook se extra training. Bots pehle match hote hain, phir AI.
Live Chat kahan hai?
Sidebar WhatsApp → Live Chat (/crm/whatsapp-chat). Staff reply kar sakte hain; admin screens alag hain.
24-hour messaging window kya hai?
Customer ke last message ke 24 hours ke andar free-form reply allowed. Uske baad sirf approved template se message bhej sakte hain. Module Settings me session reminder enable kar sakte hain.
Send API kya hai?
WhatsApp → Send API → enable + generate Bearer token (wao_*) → external app se POST /api/v1/whatsapp/send-template with template_id and phone. Domain whitelist required.
STOP / START keywords?
Miscellaneous page → Opt-in keyword START, Opt-out STOP. STOP blocks marketing; START re-enables and can trigger welcome bot.
Plan upgrade se WhatsApp milega?
Nahi. Alag premium add-on whatsapp-automation-advanced purchase karna padta hai.
Connect button disabled kyun hai?
Platform-level Meta configuration (App ID, Config ID) missing hai. Support se contact karein — tenant khud ye settings nahi karta.
Personalization Guide kahan hai?
/crm/whatsapp-official/personalization-guide — linked from Campaigns, Templates, Automation, and GoBooster Guide quick links.
Mobile app me WhatsApp kaise use karein?
GoBooster app → WhatsApp hub → Connect, Campaigns, AI, Templates same flows. Admin features mobile par bhi available when add-on active.
How do I give staff permission for WhatsApp Official API (Premium)?
Pipeline → Staff → select staff member → Permissions → find WhatsApp Official API (Premium) row → tick View/Create/Edit as needed → Save.
Why is WhatsApp Official API (Premium) hidden for a staff user?
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Master Q&A — searchable
Platform questions plus every module FAQ in one place.
What is included in my plan during a free trial? Platform & Plans
Your free trial uses the plan you selected. You get full access to every module and limit defined on that plan until the trial end date. After trial expiry, purchase a subscription to continue.
Why do I see “Upgrade plan” when opening a module? Platform & Plans
That module is not in your current plan limits. Open Subscription → Plans to upgrade, or purchase a Premium Module add-on for vertical products like Gym, Travel, or WhatsApp Advanced.
What happens when I hit a plan limit (leads, staff, storage)? Platform & Plans
GoBooster blocks new records until you upgrade. Existing data stays safe. Check Subscription & Billing for usage meters.
Can staff see modules the admin disabled? Platform & Plans
No. Tenant Admin can toggle modules under Settings → Modules. Staff permissions further restrict page access.
Where is the mobile app guide? Platform & Plans
The same modules work in the GoBooster mobile app. Menu items appear only for modules included in your plan. Blocked modules show an upgrade prompt.
How do I search this guide? Platform & Plans
Use the search box at the top. It filters modules, step-by-step workflows, UI walkthroughs, permission help, and every Q&A entry instantly.
How do I give permission to staff in the Staff module? Platform & Plans
Login as Tenant Admin → Pipeline → Staff → click the staff member → Permissions. In the CRM permission matrix, tick Allow for each module (View Own, View Global, Create, Edit, Delete). Click Save. Staff must log out and back in if menus do not update.
How does permission work in GoBooster CRM? Platform & Plans
There are three layers: (1) Your subscription plan must include the module. (2) Settings → Modules must have it enabled for the tenant. (3) For staff users, Pipeline → Staff → Permissions sets allow/deny per page and action. Tenant Admin always has full access within the plan.
What is View Own vs View Global? Platform & Plans
View Own lets staff see only records assigned to them. View Global lets them see all records in the tenant. Set these in Staff → Permissions matrix for each module row.
Why can staff not see a sidebar menu item? Platform & Plans
Either the module is not in your plan, disabled under Settings → Modules, or the staff user lacks crm.[module].page.view permission in Staff → Permissions.
How do I configure WhatsApp Official API? Platform & Plans
Purchase whatsapp-automation-advanced premium add-on → Sidebar WhatsApp (Premium) → Connect Account → Connect WhatsApp Business (Meta Embedded Signup) → Verify Live Connection → Templates → Sync Meta. Full steps are in the WhatsApp Official API module box on this guide page.
How does WhatsApp Official API work in GoBooster? Platform & Plans
Meta Cloud API connects your business number. Inbound customer messages hit webhook /api/webhooks/meta/whatsapp and appear in Live Chat. Outbound broadcasts use Meta-approved templates via Campaigns. Bots match keywords first; then AI Assistant can auto-reply. Order: opt-out → handoff → bots → AI notebook → AI → staff.
How to sign up for Meta Embedded Signup (Facebook)? Platform & Plans
GoBooster: purchase whatsapp-automation-advanced → WhatsApp → Connect Account (/crm/whatsapp-official/connect) → Connect WhatsApp Business. Facebook popup: login → select/create Meta Business → create/select WABA → verify phone OTP → set display name → Finish. CRM auto-saves WABA ID, Phone Number ID, Business ID, display number, and access token. Then Verify Live Connection. Full Facebook + customer prep steps are in WhatsApp Official module workflows on this guide page.
What does GoBooster take from Facebook during Embedded Signup? Platform & Plans
After you click Finish, Meta returns: WhatsApp Business Account ID (WABA ID), Phone Number ID, Meta Business Portfolio ID, display phone number, and an OAuth authorization code (exchanged server-side for a long-lived access token). GoBooster stores these in your tenant Connect settings — you do not copy tokens manually. Inbound messages route via platform webhook to Live Chat.
How to create a Meta Business Account for WhatsApp? Platform & Plans
Open business.facebook.com → Create account → business name + your name + work email → Create. Optional: Settings → Business info (address, website), add admins under Users. Then in GoBooster use Connect WhatsApp Business — during popup you can link this portfolio or create WABA + number inside the same flow.
What must I set up in Facebook before Embedded Signup? Platform & Plans
Customer checklist: (1) Facebook login you control. (2) Meta Business Portfolio (create at business.facebook.com if none). (3) Phone number that can receive SMS/voice OTP — not active on personal WhatsApp app unless migrating. (4) Business display name for customers. (5) Admin access on the business. GoBooster platform Meta App must already be enabled by support — if Connect button is grey, contact support first.
How to get WhatsApp Access Token from Facebook? Platform & Plans
Preferred: Embedded Signup (no manual token). Fallback: Meta Business Suite → Developers → your App → WhatsApp → API Setup → copy temporary token OR generate System User permanent token. Paste in Connect → Manual Connect: WABA ID + Access Token + Phone Number ID.
How to send WhatsApp broadcast / campaign? Platform & Plans
WhatsApp → Campaigns → Create tab → name campaign → pick approved template → build audience (Leads/Clients/Invoices/Tasks/Follow-ups filters) → Save draft → Library tab → Send now. Use Personalization Guide tags like {{name}} for merge fields.
How to add a new WhatsApp template? Platform & Plans
WhatsApp → Templates & Flows → Create tab → template name (lowercase_underscore) → category UTILITY/MARKETING/AUTHENTICATION → language → header (optional image/video/PDF) → body with {{1}} {{2}} variables → Submit to Meta. Review 24–48 hours. Then Sync Meta in library.
How to add AI agent in WhatsApp? Platform & Plans
WhatsApp → AI Assistant → Enable AI auto-reply → paste API key (sk-...) → choose model → write Instructions → Verify key → Save. Optional: AI Notebook for Q&A training, Knowledge Base toggle, business hours. AI runs after keyword bots on inbound messages.
How does AI Assistant work? AI Assistant
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for AI Assistant? AI Assistant
Pipeline → Staff → select staff member → Permissions → find AI Assistant row → tick View/Create/Edit as needed → Save.
Why is AI Assistant hidden for a staff user? AI Assistant
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does AMC Management work? AMC Management
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for AMC? AMC Management
Pipeline → Staff → select staff member → Permissions → find AMC row → tick View/Create/Edit as needed → Save.
Why is AMC hidden for a staff user? AMC Management
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Who can edit rules? Automation Rules
Usually tenant admin only. Staff may view logs depending on permissions.
How do I give staff permission for Automation Rules? Automation Rules
Pipeline → Staff → select staff member → Permissions → find Automation Rules row → tick View/Create/Edit as needed → Save.
Why is Automation Rules hidden for a staff user? Automation Rules
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Requires Tasks module? Call Logs
Yes. Call logs nav needs both call_logs and tasks enabled on your plan.
How do I give staff permission for Call Logs? Call Logs
Pipeline → Staff → select staff member → Permissions → find Call Logs row → tick View/Create/Edit as needed → Save.
Why is Call Logs hidden for a staff user? Call Logs
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does Campaign Studio work? Campaign Studio
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Campaign Studio? Campaign Studio
Pipeline → Staff → select staff member → Permissions → find Campaign Studio row → tick View/Create/Edit as needed → Save.
Why is Campaign Studio hidden for a staff user? Campaign Studio
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Client vs lead? Client Management
Leads are prospects; clients are active customers. Convert when the relationship is confirmed.
How do I give staff permission for Client? Client Management
Pipeline → Staff → select staff member → Permissions → find Client row → tick View/Create/Edit as needed → Save.
Why is Client hidden for a staff user? Client Management
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Communications (MPWA)? Communications (MPWA)
Pipeline → Staff → select staff member → Permissions → find Communications (MPWA) row → tick View/Create/Edit as needed → Save.
Why is Communications (MPWA) hidden for a staff user? Communications (MPWA)
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Storage full? Documents
Upgrade plan for higher max_storage_mb or remove old files.
How do I give staff permission for Documents? Documents
Pipeline → Staff → select staff member → Permissions → find Documents row → tick View/Create/Edit as needed → Save.
Why is Documents hidden for a staff user? Documents
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Why is Follow-ups hidden? Follow-ups
Both Follow-ups and Tasks modules must be enabled on your plan.
How do I give staff permission for Follow-ups? Follow-ups
Pipeline → Staff → select staff member → Permissions → find Follow-ups row → tick View/Create/Edit as needed → Save.
Why is Follow-ups hidden for a staff user? Follow-ups
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Invoice monthly limit? Invoices
max_invoices_month on your plan caps how many new invoices you can create each month.
How do I give staff permission for Invoices? Invoices
Pipeline → Staff → select staff member → Permissions → find Invoices row → tick View/Create/Edit as needed → Save.
Why is Invoices hidden for a staff user? Invoices
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Not in my plan? Knowledge Base
Knowledge Base must be listed in enabled_modules on your subscription plan. Upgrade to unlock.
Who can edit articles? Knowledge Base
Staff need crm.knowledge-base.page.view plus edit permissions in Staff → Permissions.
How do I give staff permission for Knowledge Base? Knowledge Base
Pipeline → Staff → select staff member → Permissions → find Knowledge Base row → tick View/Create/Edit as needed → Save.
Why is Knowledge Base hidden for a staff user? Knowledge Base
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Not in my plan? Knowledge Base
Knowledge Base must be listed in enabled_modules on your subscription plan. Upgrade to unlock.
Who can edit articles? Knowledge Base
Staff need crm.knowledge-base.page.view plus edit permissions in Staff → Permissions.
How do I give staff permission for Knowledge Base? Knowledge Base
Pipeline → Staff → select staff member → Permissions → find Knowledge Base row → tick View/Create/Edit as needed → Save.
Why is Knowledge Base hidden for a staff user? Knowledge Base
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Can I customize lead stages? Lead Management
Yes. On the Leads page open Manage Stage / Source / Status to add options your team uses.
What counts toward my lead limit? Lead Management
New leads created in the current billing month count against max_leads_month on your plan.
How do I give staff access to leads only? Lead Management
Pipeline → Staff → Permissions → Leads row → allow View Own and/or View Global. Deny other module rows.
How do I give staff permission for Lead? Lead Management
Pipeline → Staff → select staff member → Permissions → find Lead row → tick View/Create/Edit as needed → Save.
Why is Lead hidden for a staff user? Lead Management
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does MySchool work? MySchool
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for MySchool? MySchool
Pipeline → Staff → select staff member → Permissions → find MySchool row → tick View/Create/Edit as needed → Save.
Why is MySchool hidden for a staff user? MySchool
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does Partner Portal (Client login) work? Partner Portal (Client login)
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Partner Portal (Client login)? Partner Portal (Client login)
Pipeline → Staff → select staff member → Permissions → find Partner Portal (Client login) row → tick View/Create/Edit as needed → Save.
Why is Partner Portal (Client login) hidden for a staff user? Partner Portal (Client login)
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Payment Gateway? Payment Gateway
Pipeline → Staff → select staff member → Permissions → find Payment Gateway row → tick View/Create/Edit as needed → Save.
Why is Payment Gateway hidden for a staff user? Payment Gateway
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Payments? Payments
Pipeline → Staff → select staff member → Permissions → find Payments row → tick View/Create/Edit as needed → Save.
Why is Payments hidden for a staff user? Payments
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does Project Management work? Project Management
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Project? Project Management
Pipeline → Staff → select staff member → Permissions → find Project row → tick View/Create/Edit as needed → Save.
Why is Project hidden for a staff user? Project Management
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
WhatsApp quotation? Quotations
If WhatsApp is enabled, send quotation PDF or link from the quotation actions menu.
How do I give staff permission for Quotations? Quotations
Pipeline → Staff → select staff member → Permissions → find Quotations row → tick View/Create/Edit as needed → Save.
Why is Quotations hidden for a staff user? Quotations
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Reports & Analytics? Reports & Analytics
Pipeline → Staff → select staff member → Permissions → find Reports & Analytics row → tick View/Create/Edit as needed → Save.
Why is Reports & Analytics hidden for a staff user? Reports & Analytics
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does Service Management work? Service Management
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for Service? Service Management
Pipeline → Staff → select staff member → Permissions → find Service row → tick View/Create/Edit as needed → Save.
Why is Service hidden for a staff user? Service Management
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does SMTP Mail Gateway work? SMTP Mail Gateway
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for SMTP Mail Gateway? SMTP Mail Gateway
Pipeline → Staff → select staff member → Permissions → find SMTP Mail Gateway row → tick View/Create/Edit as needed → Save.
Why is SMTP Mail Gateway hidden for a staff user? SMTP Mail Gateway
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Staff limit? Staff Management
Active admin + staff users count toward max_staff on your subscription plan.
How do I give permission in the staff module? Staff Management
Pipeline → Staff → click the person → Permissions → check Allow on needed rows → Save.
How do I remove access to Invoices for one staff? Staff Management
Open their Permissions screen → Invoices row → uncheck all boxes or set Deny → Save.
Staff can see menu but gets error on click? Staff Management
They may have page.view but not action permission (e.g. create). Adjust Create/Edit/Delete in the matrix.
Can staff give permissions to others? Staff Management
No. Only Tenant Admin can open Staff and Permissions screens.
How do I give staff permission for Support Tickets? Support Tickets
Pipeline → Staff → select staff member → Permissions → find Support Tickets row → tick View/Create/Edit as needed → Save.
Why is Support Tickets hidden for a staff user? Support Tickets
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Do tasks count against plan limits? Tasks
Yes, tasks created per month may be capped by max_tasks_month on your plan.
How do I give staff permission for Tasks? Tasks
Pipeline → Staff → select staff member → Permissions → find Tasks row → tick View/Create/Edit as needed → Save.
Why is Tasks hidden for a staff user? Tasks
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Web-to-Lead Forms? Web-to-Lead Forms
Pipeline → Staff → select staff member → Permissions → find Web-to-Lead Forms row → tick View/Create/Edit as needed → Save.
Why is Web-to-Lead Forms hidden for a staff user? Web-to-Lead Forms
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How do I give staff permission for Website Builder? Website Builder
Pipeline → Staff → select staff member → Permissions → find Website Builder row → tick View/Create/Edit as needed → Save.
Why is Website Builder hidden for a staff user? Website Builder
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does WhatsApp API Gateway work? WhatsApp API Gateway
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for WhatsApp API Gateway? WhatsApp API Gateway
Pipeline → Staff → select staff member → Permissions → find WhatsApp API Gateway row → tick View/Create/Edit as needed → Save.
Why is WhatsApp API Gateway hidden for a staff user? WhatsApp API Gateway
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
How does WhatsApp Commerce work? WhatsApp Commerce
Follow your tenant SOPs. Core behavior is defined by this module's CRM screens and permissions.
How do I give staff permission for WhatsApp Commerce? WhatsApp Commerce
Pipeline → Staff → select staff member → Permissions → find WhatsApp Commerce row → tick View/Create/Edit as needed → Save.
Why is WhatsApp Commerce hidden for a staff user? WhatsApp Commerce
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Advocate & Law Firm Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Advocate & Law Firm Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Advocate & Law Firm Pro? Advocate & Law Firm Pro
Pipeline → Staff → select staff member → Permissions → find Advocate & Law Firm Pro row → tick View/Create/Edit as needed → Save.
Why is Advocate & Law Firm Pro hidden for a staff user? Advocate & Law Firm Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Auto Agency Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Auto Agency Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Auto Agency Pro? Auto Agency Pro
Pipeline → Staff → select staff member → Permissions → find Auto Agency Pro row → tick View/Create/Edit as needed → Save.
Why is Auto Agency Pro hidden for a staff user? Auto Agency Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? CA Firm Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? CA Firm Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for CA Firm Pro? CA Firm Pro
Pipeline → Staff → select staff member → Permissions → find CA Firm Pro row → tick View/Create/Edit as needed → Save.
Why is CA Firm Pro hidden for a staff user? CA Firm Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Digital Ad Agency Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Digital Ad Agency Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Digital Ad Agency Pro? Digital Ad Agency Pro
Pipeline → Staff → select staff member → Permissions → find Digital Ad Agency Pro row → tick View/Create/Edit as needed → Save.
Why is Digital Ad Agency Pro hidden for a staff user? Digital Ad Agency Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Education & Coaching Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Education & Coaching Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Education & Coaching Pro? Education & Coaching Pro
Pipeline → Staff → select staff member → Permissions → find Education & Coaching Pro row → tick View/Create/Edit as needed → Save.
Why is Education & Coaching Pro hidden for a staff user? Education & Coaching Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Gym / Zeam Zym Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Gym / Zeam Zym Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Gym / Zeam Zym Pro? Gym / Zeam Zym Pro
Pipeline → Staff → select staff member → Permissions → find Gym / Zeam Zym Pro row → tick View/Create/Edit as needed → Save.
Why is Gym / Zeam Zym Pro hidden for a staff user? Gym / Zeam Zym Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Insurance Broker Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Insurance Broker Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Insurance Broker Pro? Insurance Broker Pro
Pipeline → Staff → select staff member → Permissions → find Insurance Broker Pro row → tick View/Create/Edit as needed → Save.
Why is Insurance Broker Pro hidden for a staff user? Insurance Broker Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Real Estate Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Real Estate Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Real Estate Pro? Real Estate Pro
Pipeline → Staff → select staff member → Permissions → find Real Estate Pro row → tick View/Create/Edit as needed → Save.
Why is Real Estate Pro hidden for a staff user? Real Estate Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Salon / Spa / Clinic Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Salon / Spa / Clinic Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Salon / Spa / Clinic Pro? Salon / Spa / Clinic Pro
Pipeline → Staff → select staff member → Permissions → find Salon / Spa / Clinic Pro row → tick View/Create/Edit as needed → Save.
Why is Salon / Spa / Clinic Pro hidden for a staff user? Salon / Spa / Clinic Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Included in Startup/Growth plan? Travel & Tourism Pro
Premium verticals require a separate add-on even if you have an active CRM subscription.
Can I trial the premium hub? Travel & Tourism Pro
Only if SaaS admin grants the add-on or your plan bundle explicitly includes it.
How do I give staff permission for Travel & Tourism Pro? Travel & Tourism Pro
Pipeline → Staff → select staff member → Permissions → find Travel & Tourism Pro row → tick View/Create/Edit as needed → Save.
Why is Travel & Tourism Pro hidden for a staff user? Travel & Tourism Pro
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.
Is WhatsApp included in my CRM plan? WhatsApp Official API (Premium)
No. WhatsApp Official is premium add-on whatsapp-automation-advanced. Purchase separately even if you have Startup/Growth plan.
What is WhatsApp Official API vs WhatsApp API (MPWA)? WhatsApp Official API (Premium)
WhatsApp Official uses Meta Cloud API (Embedded Signup, approved templates, Live Chat webhook). Legacy WhatsApp API at /crm/whatsapp-api is for MPWA/JUSTSWITCH non-Meta providers. Use Official for broadcasts and Meta compliance.
How to configure WhatsApp Official API? WhatsApp Official API (Premium)
Buy premium add-on → Connect Account (Embedded Signup or Manual) → Verify → Sync templates → enable Module Settings triggers → optional Bots/AI/Campaigns.
Embedded Signup kaise karein? WhatsApp Official API (Premium)
WhatsApp → Connect Account → Connect WhatsApp Business → Facebook login → Meta Business select/create → WABA + phone OTP → display name → Finish → Verify Live Connection. Poora Facebook popup flow guide ke "Facebook popup — step-by-step" workflow me hai.
Facebook se kya data GoBooster leta hai? WhatsApp Official API (Premium)
WABA ID, Phone Number ID, Meta Business Portfolio ID, display phone number, aur OAuth code (server access token banata hai). Ye tenant Connect settings me save hota hai. Manual token copy karne ki zarurat nahi jab tak Embedded Signup complete ho.
Meta Business Account kaise banayein? WhatsApp Official API (Premium)
business.facebook.com → Create account → business name + email → create. Phir GoBooster Connect me same Facebook admin se login karke WABA link karein. Business info aur Users add karna recommended hai.
Embedded Signup se pehle Facebook me kya setup chahiye? WhatsApp Official API (Premium)
Admin Facebook login, Meta Business Portfolio, OTP wala phone number, display name, premium add-on active, aur GoBooster par Embedded Signup enabled (support ne platform Meta App configure kiya ho). Checklist guide workflow "Customer — Facebook setup checklist" me hai.
Facebook popup me kaunse steps follow karne hain? WhatsApp Official API (Premium)
Login → Business portfolio → WABA create/select → phone OTP → display name → permissions allow → Finish dabao (X se band mat karo). Detail steps: guide workflow "Facebook popup — step-by-step during Embedded Signup".
Facebook se Access Token kaise milega? WhatsApp Official API (Premium)
Embedded Signup me manual token ki zarurat nahi — Finish ke baad GoBooster code exchange karke token save karta hai. Manual fallback: Meta Developers → App → WhatsApp → API Setup se token copy karke Connect page Manual Connect me paste karein.
Webhook URL kya hai? WhatsApp Official API (Premium)
Meta App Dashboard me Callback URL: https://your-domain/api/webhooks/meta/whatsapp. Verify token platform admin set karta hai. Inbound messages isi se Live Chat me aate hain.
Broadcast / campaign kaise bhejein? WhatsApp Official API (Premium)
Campaigns → Create → audience select → approved template → Save draft → Library → Send now. Marketing ke liye approved MARKETING template zaroori hai.
Naya template kaise add karein? WhatsApp Official API (Premium)
Templates & Flows → Create → name/category/language/body → Submit to Meta → 24-48h wait → Approved → use in campaigns.
AI agent WhatsApp me kaise add karein? WhatsApp Official API (Premium)
AI Assistant page → Enable AI auto-reply → API key + Instructions → Verify → Save. AI Notebook se extra training. Bots pehle match hote hain, phir AI.
Live Chat kahan hai? WhatsApp Official API (Premium)
Sidebar WhatsApp → Live Chat (/crm/whatsapp-chat). Staff reply kar sakte hain; admin screens alag hain.
24-hour messaging window kya hai? WhatsApp Official API (Premium)
Customer ke last message ke 24 hours ke andar free-form reply allowed. Uske baad sirf approved template se message bhej sakte hain. Module Settings me session reminder enable kar sakte hain.
Send API kya hai? WhatsApp Official API (Premium)
WhatsApp → Send API → enable + generate Bearer token (wao_*) → external app se POST /api/v1/whatsapp/send-template with template_id and phone. Domain whitelist required.
STOP / START keywords? WhatsApp Official API (Premium)
Miscellaneous page → Opt-in keyword START, Opt-out STOP. STOP blocks marketing; START re-enables and can trigger welcome bot.
Plan upgrade se WhatsApp milega? WhatsApp Official API (Premium)
Nahi. Alag premium add-on whatsapp-automation-advanced purchase karna padta hai.
Connect button disabled kyun hai? WhatsApp Official API (Premium)
Platform-level Meta configuration (App ID, Config ID) missing hai. Support se contact karein — tenant khud ye settings nahi karta.
Personalization Guide kahan hai? WhatsApp Official API (Premium)
/crm/whatsapp-official/personalization-guide — linked from Campaigns, Templates, Automation, and GoBooster Guide quick links.
Mobile app me WhatsApp kaise use karein? WhatsApp Official API (Premium)
GoBooster app → WhatsApp hub → Connect, Campaigns, AI, Templates same flows. Admin features mobile par bhi available when add-on active.
How do I give staff permission for WhatsApp Official API (Premium)? WhatsApp Official API (Premium)
Pipeline → Staff → select staff member → Permissions → find WhatsApp Official API (Premium) row → tick View/Create/Edit as needed → Save.
Why is WhatsApp Official API (Premium) hidden for a staff user? WhatsApp Official API (Premium)
Check three things: module in plan, enabled in Settings → Modules, and allowed in Staff → Permissions matrix.