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ConnectGain Documentation

ConnectGain unifies every customer conversation — WhatsApp, Messenger, Instagram, Telegram, TikTok, LinkedIn, Shopify Inbox and Email — into a single inbox, with a full CRM, sales pipeline, project management, visual bot flows, drip sequences, AI automation, call intelligence, scheduling and analytics on top.

This is the official documentation: how to use, administer, integrate and build on the platform.

Open the app Quick Start REST API

Start here

- Getting Started

First steps, product tour, setup and onboarding for new accounts.

Getting Started

- User Guide

How every feature works — Inbox, Contacts, Deals, Tasks, Campaigns, Bot Flows, Sequences, AI Re-Engagement, Call Intelligence and more.

User Guide

- Admin Guide

Settings, team management, permissions, feature gating, invitations, authentication and pricing.

Admin Guide

- Use Cases

Real-world scenarios by industry, the full feature fact sheet, and automation recipes.

Use Cases

- Integrations

Connect WhatsApp, Messenger, Instagram, Telegram, TikTok, LinkedIn, Shopify, Email, Zoom and Bring-Your-Own Gemini key.

Integrations

- REST API & Webhooks

API keys, the complete REST reference, Mobile & Bot Control APIs, a downloadable Postman collection, and outbound webhooks.

API Reference

What ConnectGain does

Area Capabilities
Conversations Unified inbox, message templates, channel management across 9 messaging channels + push
CRM Contacts, companies, deals (kanban pipeline), tasks, notes, activity timelines
Marketing Broadcast campaigns, drip sequences, social media planner
Automation & AI Visual bot flows, rule-based automations, AI re-engagement, RAG chatbot, intent classification
Telephony SIP softphone, AI call intelligence (transcription, diarization, sentiment, compliance, QA)
Scheduling Calendar, bookings, Google Calendar & Zoom sync
Insights Dashboards, analytics, sales reports
Operations Projects, support tickets, attendance
Developer REST API, outbound webhooks, API keys