User Guide

Daily-use guides for everyone working in ConnectGain. One page per feature.

💬 Conversations

• Inbox — unified inbox across all channels
• Messages — sending, templates, media, replies
• Templates — saved replies and WhatsApp templates

👥 CRM

• Contacts
• Companies
• Deals — pipeline, drag-and-drop, ownership
• Tasks

🤖 Automation & AI

• Bot Flows — visual builder
• Bot Builder — Complete Guide — every node, trigger & scenario
• Multilingual Bot Flows — answer each customer in their language
• Automations — rule-based triggers
• Sequences — drip campaigns
• Campaigns — broadcasts
• AI Re-Engagement — bring stale chats back to life
• Call Intelligence — AI call analysis

📅 Scheduling

• Scheduling
• Bookings

📊 Insights

• Dashboard
• Analytics
• Sales Report

🛠 Operations

• Projects
• Support Tickets
• Attendance
• Social Media Planner

Admin-only topics (settings, team, permissions) live in the Admin Guide.