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ConnectGain — Training Video Scenarios

Version: 1.0.0 Last Updated: March 2026 Purpose: Complete video recording plan for user onboarding & training material

Recording Guidelines

  • Resolution: 1920×1080 (Full HD)
  • Format: MP4 / WebM
  • Audio: Clear narration + system audio
  • Language: English (Arabic subtitles recommended)
  • Browser: Chrome latest, clean profile, no extensions visible
  • State: Use a demo account with realistic sample data pre-loaded
  • Cursor: Use a large, visible cursor with click highlights
  • Pace: Slow, deliberate actions — pause 1–2s after each click

Module 1: Getting Started (4 videos)

Video 1.1 — Sign Up & Email Verification

Duration: 2–3 min Screen: /auth, Email inbox

Steps to Record: 1. Open ConnectGain landing page 2. Click "Sign Up" 3. Fill in name, email, password 4. Submit registration form 5. Show "Verification email sent" message 6. Switch to email inbox → open verification email 7. Click verification link 8. Show successful verification redirect

Key Points to Narrate: - Password requirements - Check spam folder if email not received - Email must be verified before proceeding

Video 1.2 — Subscription & Plan Selection

Duration: 2–3 min Screen: /pricing, Stripe checkout

Steps to Record: 1. After email verification, redirected to /pricing 2. Review available plans — highlight features & limits 3. Compare plans side by side 4. Show discount code input (if applicable) 5. Click "Subscribe" on chosen plan 6. Complete Stripe checkout (use test card) 7. Show successful subscription confirmation 8. Redirected to onboarding

Key Points to Narrate: - Trial period availability - Plan limits (contacts, conversations, team members) - Can upgrade/downgrade later from Profile

Video 1.3 — Onboarding Wizard & Channel Setup

Duration: 3–4 min Screen: /onboarding

Steps to Record: 1. Show onboarding progress indicator (3 steps) 2. Step 1 (Email Verification) — already completed ✓ 3. Step 2 (Subscription) — already completed ✓ 4. Step 3 (Channel Setup): - Show "Add Channel" button - Click to open channel type selection dialog - Show available channel types (WhatsApp Lite, WhatsApp Cloud, Messenger, Instagram, Telegram, TikTok, Email, SMS) - Demo connecting WhatsApp Lite (QR code scan) - Show connected channel card with status 5. Show "Skip for Now" option 6. Click "Finish" → redirected to Dashboard

Key Points to Narrate: - Channel setup is optional — can add later in Settings - Each channel type has different setup flow - At least one channel recommended for full experience

Video 1.4 — Dashboard Overview & Navigation

Duration: 3–4 min Screen: /dashboard

Steps to Record: 1. Tour the sidebar navigation (all menu items) 2. Dashboard widgets overview: - Incoming Messages widget - Ongoing Conversations - Unanswered Conversations - Median Reply Time - Won Leads / Active Leads - Tasks Overview - Total Contacts / Companies 3. Date range selector (Today, This Week, This Month, Custom) 4. 4-Week Performance chart 5. Recent Activity feed — click an item 6. Custom widget creation: - Click "Add Widget" - Configure query, aggregation, format - Position widget via drag-and-drop 7. Show dark mode toggle 8. Show notification bell

Key Points to Narrate: - Dashboard is your command center - Widgets update in real-time - Custom widgets let you track any metric - Drag-and-drop to reorder

Module 2: Communication & Inbox (4 videos)

Video 2.1 — Unified Inbox Basics

Duration: 4–5 min Screen: /inbox

Steps to Record: 1. Open Inbox — show conversation list 2. Point out channel badges (WhatsApp, Messenger, Instagram, etc.) 3. Show unread indicators and last message preview 4. Filter conversations: - By channel type - By status (Open/Closed) - By assignee - By tags 5. Sort conversations (Recent, Unread first, Assigned to me) 6. Search for a conversation 7. Click a conversation → show message thread 8. Show message status icons (Sent ✓, Delivered ✓✓, Read ✓✓ blue) 9. Show contact panel on the right (details, deals, tasks, notes)

Key Points to Narrate: - All channels in one place - Real-time message updates - Contact context always visible

Video 2.2 — Sending Messages & Media

Duration: 3–4 min Screen: /inbox (message thread)

Steps to Record: 1. Open a conversation 2. Type and send a text message 3. Use emoji picker 4. Attach an image → send 5. Attach a document (PDF) → send 6. Use Quick Reply template: - Click template icon - Browse/search templates - Select and send 7. Show message scheduling (schedule for later) 8. Demonstrate cross-channel response: - Show channel override dropdown - Switch from WhatsApp Cloud to WhatsApp Lite - Send message via different channel

Key Points to Narrate: - Supports text, images, videos, documents, audio, location, contacts - Quick replies save time for common responses - Cross-channel: receive on one channel, respond on another

Video 2.3 — Conversation Management

Duration: 3–4 min Screen: /inbox

Steps to Record: 1. Assign conversation to a team member 2. Add tags to a conversation 3. Add an internal note 4. Create a deal from conversation 5. Create a task from conversation 6. Close a conversation 7. Reopen a closed conversation 8. Delete a conversation 9. Show bulk actions (clear all)

Key Points to Narrate: - Assignment ensures accountability - Tags help organize and filter - Internal notes are not visible to customers - One-click deal/task creation from context

Video 2.4 — Message Translation & AI Analysis

Duration: 2–3 min Screen: /inbox

Steps to Record: 1. Open a conversation with Arabic messages 2. Click translate button on a message → show English translation 3. Show AI interest badge on conversation (🔥 Hot / 🌡️ Warm / ❄️ Cold) 4. Open AI analysis panel: - Interest score - Sentiment - Summary - Recommended action 5. Show the Interest Analysis Dashboard link

Key Points to Narrate: - Arabic ↔ English translation built-in - AI automatically scores interest and sentiment - Use interest badges to prioritize leads

Module 3: CRM — Contacts & Companies (4 videos)

Video 3.1 — Contact Management

Duration: 4–5 min Screen: /contacts

Steps to Record: 1. Show contacts list (grid view and table view toggle) 2. Create a new contact: - Fill in name, phone, email - Associate with company - Add tags - Add custom fields - Optionally create a deal 3. Search contacts (by name, phone, email) 4. Filter by tags, by open deals count 5. Sort (A-Z, newest) 6. Click contact → show detail view: - Contact info - Communication history - Related deals - Related tasks - Notes - Activity log 7. Edit a contact 8. Delete a contact 9. Quick actions: call, WhatsApp, copy phone/email

Key Points to Narrate: - Multiple phones and emails per contact - Custom fields extend data model - Activity log shows full interaction history

Video 3.2 — Contact Import & Export

Duration: 3–4 min Screen: /contacts

Steps to Record: 1. Click "Import" → CSV import wizard: - Upload CSV file - Column mapping screen - Data validation preview - Duplicate detection options - Start import → progress bar - Import completion report 2. Click "Export" → download CSV 3. Show auto-tagging by country: - Click auto-tag button - Progress tracking - Results notification 4. Show duplicate detection and merge

Key Points to Narrate: - CSV import supports column mapping - Auto-tag by country uses phone number analysis - Duplicate detection prevents duplicates

Video 3.3 — Company Management

Duration: 3–4 min Screen: /companies

Steps to Record: 1. Show companies list (grid and table views) 2. Create a new company: - Name, industry, website - Address fields - Phone, email - Employee count, annual revenue - Tags 3. Search and filter companies (by name, country, industry) 4. Click company → detail view: - Company info - Associated contacts - Related deals - Activity timeline 5. Import companies via CSV 6. Duplicate detection and merge

Key Points to Narrate: - Companies link to contacts and deals - B2B account management - Revenue and employee tracking

Video 3.4 — Contact Timeline & Activity

Duration: 2–3 min Screen: /contacts/:id/timeline

Steps to Record: 1. Open a contact with rich history 2. Navigate to Timeline page 3. Show chronological activity: - Calls logged (with outcome, duration) - Messages sent/received - Deals created/updated - Tasks assigned/completed - Notes added 4. Click phone number to initiate call 5. Click email to compose 6. Show infinite scroll loading more activities

Key Points to Narrate: - Full interaction history in one place - Click-to-call and click-to-email - Infinite scroll for long histories

Module 4: Sales Pipeline & Deals (3 videos)

Video 4.1 — Pipeline & Deal Management

Duration: 4–5 min Screen: /deals

Steps to Record: 1. Show Kanban board with pipeline stages 2. Create a new pipeline: - Name, stages with colors 3. Switch between pipelines 4. Create a new deal: - Title, description - Contact and company association - Pipeline and stage selection - Value, probability, expected close date - Owner assignment, tags 5. Drag a deal between stages 6. Click deal → detail view: - All deal info - Activity timeline - Notes, tasks - Stage history 7. Filter deals by value range, owner, tags 8. Show deal ownership history

Key Points to Narrate: - Visual Kanban for pipeline management - Drag-and-drop to move deals between stages - Full audit trail of ownership changes

Video 4.2 — Sales Pipeline Report

Duration: 3–4 min Screen: /sales-report

Steps to Record: 1. Select a pipeline from dropdown 2. Show summary cards (Total Stages, Deals, Value, Avg Value) 3. Expand stage sections: - Show deals table per stage - Color-coded stage headers - Deal details (contact, company, value, probability) 4. Use Expand All / Collapse All 5. Filter by assignee 6. Export to CSV: - Click Export button - Show downloaded file 7. Quick actions: view deal, view conversation

Key Points to Narrate: - Stage-by-stage analysis - CSV export for spreadsheet analysis - Admin/Owner access only

Duration: 2–3 min Screen: /deals, /shared/:token

Steps to Record: 1. Open a deal → click "Share" button 2. Configure sharing: - Password protection toggle - Expiration date - Show/hide sensitive data - Download permission 3. Copy shareable link 4. Open link in incognito window 5. Show password entry (if enabled) 6. Show public deal view 7. Show access tracking (view count)

Key Points to Narrate: - Share deals with external stakeholders - Password protection for security - Expiration dates for time-limited access - Works for deals, contacts, companies, tasks, and pipeline reports

Module 5: Tasks & Projects (2 videos)

Video 5.1 — Task Management

Duration: 3–4 min Screen: /tasks

Steps to Record: 1. Show task list view (grouped by status: Overdue, Today, Upcoming, No Date, Completed) 2. Switch to calendar view 3. Create a new task: - Title, description - Priority (Low, Medium, High) - Due date and time - Assignee - Related contact/deal - Tags 4. Mark a task as complete 5. Filter by status, priority, assignee 6. Search tasks 7. Drag task to reschedule (calendar view) 8. Edit and delete tasks

Key Points to Narrate: - Calendar view for visual scheduling - Priority color coding (Red=High, Yellow=Medium, Green=Low) - Link tasks to contacts and deals

Video 5.2 — Project Management

Duration: 3–4 min Screen: /projects

Steps to Record: 1. Show projects grid view 2. Create a new project: - Name, description - Start/end dates - Status, owner, team members - Milestones and deliverables 3. Switch to timeline view (Gantt-style) 4. Update project status (Planning → In Progress → Completed) 5. Show project statistics cards 6. Add milestones and deliverables 7. Generate public shareable timeline link 8. Open public timeline in incognito

Key Points to Narrate: - Gantt-style timeline for project planning - Milestone and deliverable tracking - Shareable public timelines for clients

Module 6: Automation & Flows (3 videos)

Video 6.1 — Bot Flow Builder

Duration: 5–6 min Screen: /flows

Steps to Record: 1. Show flows list 2. Create a new flow 3. Tour the visual flow editor: - Drag nodes from sidebar - Connect nodes with lines - Zoom and pan 4. Build a simple bot flow: - Trigger Node (message received with keyword) - Send Message Node (greeting) - Collect Input Node (ask for name) - Condition Node (check if valid) - Create Deal Node (create from conversation) - Handoff Node (transfer to human) - End Node 5. Configure each node's properties 6. Save and publish the flow 7. Show flow status (Draft → Published) 8. Test the flow (simulation)

Key Points to Narrate: - 24+ node types available - Visual drag-and-drop builder - Test before publishing - Flows can create deals, tasks, update contacts, call APIs

Video 6.2 — Automation Rules

Duration: 3–4 min Screen: /automations

Steps to Record: 1. Show automation rules list 2. Create a new automation: - Name and description - Select trigger (e.g., "Message received") - Add conditions: - Field condition (message contains "pricing") - Time condition (business hours only) - Channel condition (WhatsApp only) - Add actions: - Reply with message - Add tag "Interested" - Create task "Follow up" - Auto-assign conversation 3. Enable/disable toggle 4. Show execution history and analytics 5. Show per-rule statistics (executions, success rate)

Key Points to Narrate: - Event-driven automation - Combine conditions with AND/OR logic - Multiple actions per rule - Time-based conditions use organization timezone

Video 6.3 — Sequences (Drip Campaigns)

Duration: 3–4 min Screen: /sequences

Steps to Record: 1. Show sequences list 2. Create a new sequence: - Name and description - Add steps: - Step 1: SMS after 0 days - Step 2: Email after 3 days - Step 3: Web Push after 7 days - Configure message content per step - Set marketing pressure controls 3. Configure entry triggers (segment entry, manual enrollment) 4. Configure exit conditions 5. Activate sequence 6. Show sequence analytics

Key Points to Narrate: - Multi-channel sequences (SMS, Email, Web Push, App Push) - Marketing pressure prevents message fatigue - Automate lead nurturing over time

Module 7: Broadcasting (1 video)

Video 7.1 — Broadcast Campaigns

Duration: 4–5 min Screen: /broadcast

Steps to Record: 1. Show campaign tabs (SMS, WhatsApp Lite, WhatsApp Business, Notification Logs) 2. Create SMS campaign: - Name, message content - Variable substitution ({{name}}) - Character counter - Target: by tags / all contacts / specific contacts - Preview recipient count - Send immediately or schedule 3. Create WhatsApp Business campaign: - Select approved template - Fill template variables - Preview message - Target audience 4. Show campaign analytics: - Delivery stats (sent, delivered, failed) - Read receipts (WhatsApp) - Notification logs per recipient 5. Show campaign testing (send test message) 6. Show WhatsApp warming feature

Key Points to Narrate: - WhatsApp Business requires approved templates - Test campaigns before sending to all - Schedule for optimal timing - Track delivery and read receipts

Module 8: Call Tracking & Intelligence (3 videos)

Video 8.1 — Call Tracking (Mobile)

Duration: 3–4 min Screen: /inbox (contact panel), /contacts/:id/timeline

Steps to Record: 1. Open a contact in inbox 2. Click call button → native dialer opens 3. Make a short call 4. Return to app → Post-Call Follow-Up dialog appears: - Select outcome (Completed, No Answer, Busy, Voicemail) - Enter duration - Add notes - Attach recording file (MP3/M4A/WAV) 5. Show call logged in contact timeline: - Call icon - Outcome badge - Duration - Notes - Audio player (if recording attached) 6. Show call events in database

Key Points to Narrate: - One-click calling from any contact - Smart detection suggests outcome based on return time - Recording upload supports MP3, M4A, WAV, OGG, WebM, AAC (50 MB max) - Calls appear in contact timeline

Video 8.2 — Call Intelligence Dashboard

Duration: 4–5 min Screen: /call-intelligence

Steps to Record: 1. Show Call Intelligence page 2. Upload a recording: - Click "Upload Recording" - Search and select contact - Choose direction (inbound/outbound) - Drag-and-drop audio file - Show upload progress 3. Watch processing stages: - Status: Received → Transcribing → Analyzing → Completed 4. Open completed call detail dialog: - Agent and contact info - Sentiment badge (Positive/Neutral/Negative) - Resolution score - Inline audio player - Full transcript (Arabic/English with RTL/LTR) - AI summary - Action items with priority badges - Tags and keywords 5. Show auto-created tasks from action items

Key Points to Narrate: - AI transcription supports Arabic and English - Sentiment analysis classifies call tone - Action items auto-create CRM tasks - Silent recordings are auto-detected and skipped

Video 8.3 — Call Intelligence Analytics

Duration: 3–4 min Screen: /call-intelligence (analytics tab)

Steps to Record: 1. Show analytics dashboard: - Summary cards (Total Calls, Avg Duration, Avg Sentiment, Active Agents) - Call Minutes Usage card (quota, used, bonus, progress bar) - AI Token Usage card (input/output tokens, cost estimate) 2. Call Volume chart (bar chart, last 7 days) 3. Sentiment Distribution chart (donut/pie) 4. Agent Performance Leaderboard (calls, sentiment, resolution) 5. Top Keywords chart (horizontal bar) 6. Show bulk selection and delete 7. Show retry button for failed recordings

Key Points to Narrate: - Track call minutes quota and AI token usage - Monitor agent performance by sentiment and resolution - Keyword trends reveal common topics - Admin can top up call minutes

Module 9: Scheduling & Bookings (2 videos)

Video 9.1 — Scheduling Setup & Event Types

Duration: 4–5 min Screen: /scheduling

Steps to Record: 1. Show scheduling overview 2. Create an event type: - Name (e.g., "30-min Demo Call") - Duration, URL slug - Location (Google Meet, Zoom, Phone, In-Person) - Buffer time, daily booking limits - Advance notice, availability window - Custom branding (theme color, banner image) - Custom booking questions 3. Set availability schedule: - Weekly hours per day - Block specific dates 4. Connect Google Calendar (OAuth flow) 5. Connect Zoom integration 6. Show public booking page URL 7. Open public booking page in incognito: - Guest selects date/time - Fills in name, email, phone - Answers custom questions - Confirms booking 8. Show booking confirmation with calendar invite

Key Points to Narrate: - Calendly-like experience built into ConnectGain - Google Calendar + Zoom integration - Custom branding per event type - Public booking pages — no login required for guests

Video 9.2 — Booking Management

Duration: 2–3 min Screen: /scheduling/bookings

Steps to Record: 1. Show bookings list (table view) 2. Search and filter bookings (by status, title) 3. Create a booking manually 4. Edit a booking (change time, status) 5. Cancel a booking 6. Show status badges (Scheduled, Confirmed, Cancelled, Completed) 7. Quick actions: Open in Google Calendar, Join meeting 8. Show Google Calendar sync verification

Key Points to Narrate: - Centralized booking management - Status tracking for all appointments - Google Calendar sync is automatic

Module 10: Analytics & Reporting (3 videos)

Video 10.1 — Analytics Dashboard

Duration: 3–4 min Screen: /analytics

Steps to Record: 1. Show overview metrics (Total Messages, Avg Response Time, SLA Compliance, Total Contacts) 2. Select time range (7 days, 30 days, 90 days) 3. Show period comparison (percentage change) 4. Navigate tabs: - Inbox tab (response metrics, conversation status) - Deals tab (pipeline value, conversion rate) - Contacts tab (growth, engagement) - Performance tab (task completion, overall score) 5. Show visual elements (progress bars, metric cards, trend indicators)

Key Points to Narrate: - Period-over-period comparison - SLA compliance tracking - Real-time data updates

Video 10.2 — Interest Analysis Dashboard

Duration: 2–3 min Screen: Interest Analysis page

Steps to Record: 1. Show interest breakdown (Hot, Warm, Cold counts) 2. Show progress bars and pie chart 3. Navigate tabs (Hot, Warm, Cold, All) 4. Click a conversation card → opens in inbox 5. Show interest badges (🔥 Hot, 🌡️ Warm, ❄️ Cold)

Key Points to Narrate: - AI-powered lead scoring — no manual input - Prioritize hot leads for immediate follow-up - Click through to inbox for quick action

Video 10.3 — Agent Performance Dashboard

Duration: 3–4 min Screen: /agent-performance

Steps to Record: 1. Show agent leaderboard 2. Deal metrics per agent (won, lost, active, values) 3. Conversation metrics (assigned, messages, response time) 4. Task metrics (completed, pending, on-time %) 5. Performance scores and trend indicators 6. Select time period (Today, This Week, This Month) 7. Export to CSV

Key Points to Narrate: - Compare agent performance across all metrics - Identify top performers and coaching opportunities - Admin/Owner access only

Module 11: Team & Settings (4 videos)

Video 11.1 — Team Management & Permissions

Duration: 3–4 min Screen: /settings (Team Members tab)

Steps to Record: 1. Show team members list 2. Invite a new team member: - Enter email - Select role (Admin / Agent) - Send invitation - Copy invitation link 3. Show pending invitations (resend, cancel) 4. Manage member permissions 5. Manage member availability schedule 6. Remove a member 7. Show roles explanation (Owner, Admin, Agent)

Key Points to Narrate: - Owner has full access - Admin can manage users and settings - Agent has access to conversations and contacts - Permissions are granular

Video 11.2 — Channel Configuration

Duration: 4–5 min Screen: /settings (Channels tab)

Steps to Record: 1. Show connected channels list 2. Add WhatsApp Lite channel: - QR code scanning flow - Channel naming - Connection verification 3. Add WhatsApp Cloud channel: - Facebook OAuth flow - Business account selection 4. Add Facebook Messenger: - OAuth authentication - Page selection 5. Add Instagram DM: - OAuth authentication - Business account connection 6. Show channel management: - Toggle active/inactive - Edit settings - Delete channel - View statistics 7. Show AI Agent settings per channel: - Bot personality - Language setting - Welcome message

Key Points to Narrate: - Multiple channels of same type supported - Each channel has independent AI bot settings - Channel health monitoring available

Video 11.3 — Settings Overview

Duration: 4–5 min Screen: /settings

Steps to Record: 1. General tab: - Organization profile (name, timezone, currency) - Notification preferences (Web Push setup) - Danger zone (delete all data) 2. Templates: - Quick reply template management - WhatsApp Business templates 3. Task Automation: - Auto-distribution rules - Assignment strategies (round-robin, workload, skills) 4. Tag Management: - View, create, rename, delete tags 5. Custom Labels: - Rename platform terminology 6. External Pages: - Add custom pages to sidebar 7. Email Boxes: - IMAP/SMTP configuration 8. Call Intelligence: - Webhook URL and configuration 9. API Keys: - Generate and manage API keys 10. Webhooks: - Configure outgoing webhooks - Event type selection - Delivery logs

Key Points to Narrate: - Settings organized in General, Integrations, Developer categories - Custom labels for white-labeling - API keys enable external integrations

Video 11.4 — Profile & Subscription Management

Duration: 2–3 min Screen: /profile

Steps to Record: 1. Profile Information tab: - Update name - View role and avatar 2. Subscription tab: - View current plan and status - Usage statistics (contacts, conversations, team members) - Progress bars for usage - Open Stripe customer portal 3. Email Address tab: - Change email process 4. Password tab: - Change password - Password strength requirements

Key Points to Narrate: - Monitor your usage vs plan limits - Manage billing through Stripe portal - Keep your profile and security up to date

Module 12: Advanced Features (5 videos)

Video 12.1 — AI Customer Support Bot

Duration: 4–5 min Screen: /settings (Channels), /inbox

Steps to Record: 1. Navigate to channel AI settings 2. Configure bot for a WhatsApp channel: - Toggle AI Agent on - Set personality (friendly/professional) - Set language (Auto-detect, Arabic, English) - Set welcome message - Set response delay 3. Add knowledge base documents: - Navigate to Knowledge Base - Add FAQ document - Add product info document 4. Demo: Customer sends WhatsApp message 5. Bot auto-responds using knowledge base 6. Show handoff triggers: - Customer types "talk to human" - Bot hands off to agent - Agent "Take Over" button in inbox 7. Show AI analysis on conversation (interest, sentiment)

Key Points to Narrate: - RAG-based responses from your knowledge base - Per-channel bot configuration - Automatic handoff on keywords or negative sentiment - Manual agent takeover anytime

Video 12.2 — Internal AI Web Assistant

Duration: 2–3 min Screen: Any page (floating widget)

Steps to Record: 1. Show floating AI assistant icon (admin only) 2. Click to expand chat interface 3. Type: "Show me today's analytics" 4. AI responds with data 5. Type: "How many open deals do I have?" 6. AI executes query and responds 7. Use voice input: - Click microphone button - Speak command - Show transcription - AI responds 8. Minimize assistant

Key Points to Narrate: - Admin-only feature - Natural language commands - Voice input support - Context-aware — knows your organization data

Video 12.3 — Lists & Tag Segmentation

Duration: 2–3 min Screen: /lists

Steps to Record: 1. Show all tags with contact counts 2. Search for a specific tag 3. Click a tag → drill down to contacts list 4. Show contact details within tag view 5. Explain integration with Broadcast and Automations

Key Points to Narrate: - Visual tag management - Use lists to target broadcast campaigns - Combine with automations for smart segmentation

Video 12.4 — Attendance Tracking

Duration: 2–3 min Screen: /attendance

Steps to Record: 1. Show Online Agents panel (real-time status) 2. Show Attendance History table: - Clock in/out times - Hours worked - Status badges (Active/Completed) 3. Filter by agent name, status, date range 4. Pagination controls 5. Bulk record management: - Select records - Delete selected / filtered / all - Confirmation dialog

Key Points to Narrate: - Automatic clock in on login, clock out on logout - Admin/Owner access only - Monitor team attendance and hours worked

Video 12.5 — Templates Management

Duration: 2–3 min Screen: /templates

Steps to Record: 1. Show templates table 2. Create a new template: - Name and category - Rich text message body - Image attachment - Variable placeholders 3. Edit a template 4. Duplicate a template 5. Delete a template 6. Search and filter templates

Key Points to Narrate: - Reusable across quick replies, broadcasts, and bot flows - Image support for rich messages - Variable placeholders for personalization

Module 13: Integrations & API (2 videos)

Video 13.1 — API Keys & Webhooks

Duration: 3–4 min Screen: /settings (Developer section)

Steps to Record: 1. API Keys: - Generate new API key - Show key prefix (cg_) - Copy key (shown only once) - Set permissions and expiration - View key list (prefix, created, last used) - Revoke a key 2. Webhooks: - Create outgoing webhook (name, URL, secret) - Select events (message received, contact created, deal updated) - Add custom headers - Enable/disable toggle - View delivery logs - Inspect log details (request/response)

Key Points to Narrate: - API keys authenticate external integrations - Webhooks push events to your systems in real-time - HMAC signature verification for security - Delivery logs for debugging

Video 13.2 — REST API & Bulk Operations

Duration: 3–4 min Screen: Postman / API tool

Steps to Record: 1. Show Postman collection overview (207 endpoints) 2. Demo: Create a lead via API: - POST /functions/v1/create-lead - Show request with API key header - Show response with created contact + deal 3. Demo: Bulk create deals: - POST /functions/v1/create-deals-bulk - Show batch request - Show results per record 4. Demo: Call recording webhook: - POST /functions/v1/call-recording-webhook - Show payload with recording URL - Show processing status 5. Show API documentation reference

Key Points to Narrate: - Full REST API with 207+ endpoints - Bulk operations for efficiency - Webhook integration for call recording systems - Postman collection available for testing

Module 14: Mobile Experience (1 video)

Video 14.1 — Mobile & PWA Experience

Duration: 3–4 min Screen: Mobile device or responsive browser

Steps to Record: 1. Open ConnectGain on mobile browser 2. Show responsive layout: - Sidebar as hamburger menu - Inbox with touch-friendly conversation list - Swipe actions - Sheet panels for contact details 3. Install as PWA: - Show "Add to Home Screen" prompt - Install and open from home screen 4. Show Web Push Notifications: - Enable notifications in Settings - Receive a push notification (app closed) - Click notification → opens conversation 5. Demo click-to-call from mobile: - Click call button → native dialer opens - Return → post-call dialog

Key Points to Narrate: - Full functionality on mobile - PWA installs like a native app - Push notifications work even when app is closed - Native call integration on mobile

Summary Table

# Module Videos Total Duration
1 Getting Started 4 10–14 min
2 Communication & Inbox 4 12–16 min
3 CRM — Contacts & Companies 4 12–16 min
4 Sales Pipeline & Deals 3 9–12 min
5 Tasks & Projects 2 6–8 min
6 Automation & Flows 3 11–14 min
7 Broadcasting 1 4–5 min
8 Call Tracking & Intelligence 3 10–13 min
9 Scheduling & Bookings 2 6–8 min
10 Analytics & Reporting 3 8–11 min
11 Team & Settings 4 13–17 min
12 Advanced Features 5 12–16 min
13 Integrations & API 2 6–8 min
14 Mobile Experience 1 3–4 min
TOTAL 41 ~122–162 min

Recording Priority Order

Phase 1 — Essential (Record First)

  1. Video 1.1 — Sign Up & Email Verification
  2. Video 1.2 — Subscription & Plan Selection
  3. Video 1.3 — Onboarding Wizard
  4. Video 1.4 — Dashboard Overview
  5. Video 2.1 — Unified Inbox Basics
  6. Video 2.2 — Sending Messages & Media
  7. Video 3.1 — Contact Management
  8. Video 4.1 — Pipeline & Deal Management

Phase 2 — Core Features

  1. Video 2.3 — Conversation Management
  2. Video 3.2 — Contact Import & Export
  3. Video 5.1 — Task Management
  4. Video 6.1 — Bot Flow Builder
  5. Video 6.2 — Automation Rules
  6. Video 7.1 — Broadcast Campaigns
  7. Video 11.1 — Team Management

Phase 3 — Advanced

  1. Video 8.1 — Call Tracking
  2. Video 8.2 — Call Intelligence Dashboard
  3. Video 8.3 — Call Intelligence Analytics
  4. Video 9.1 — Scheduling Setup
  5. Video 12.1 — AI Customer Support Bot
  6. All remaining videos

Document Version: 1.0.0 Last Updated: March 2026