User Guide¶
Daily-use guides for everyone working in ConnectGain. One page per feature.
💬 Conversations¶
- Inbox — unified inbox across all channels
- Team Chat — internal messaging beside the customer record
- Messages — sending, templates, media, replies
- Team Chat — internal direct messages and group chats
- Active Sessions — see signed-in devices and sign them out
- Interface Language — switch ConnectGain into your own language, including right-to-left
- Templates — saved replies and WhatsApp templates
👥 CRM¶
- Contacts — contact database, tags, import, merge
- Lists — tag-based segmentation
- Companies — B2B company records linked to contacts and deals
- Deals — pipeline, drag-and-drop, ownership
- Product Catalog — what the chatbot sells from
- Products — product catalogue used on deals and in bot flows
- Tasks — to-dos with due dates, priorities and calendar view
🤖 Automation & AI¶
- Bot Flows — visual bot builder: every node, trigger & scenario
- Multilingual Bot Flows — answer each customer in their language
- Automations — rule-based triggers
- Approvals — put a person in the loop before an automation acts
- Sequences — drip campaigns
- Campaigns — broadcasts
- AI Re-Engagement — bring stale chats back to life
- Call Intelligence — AI call analysis
- Connecting Your Phone System — sending recordings in for analysis
- Meetings & Minutes — in-room recording and Minutes of Meeting
📅 Scheduling¶
- Scheduling — event types, availability and calendar sync
- Bookings — customer-facing booking pages and appointments
📊 Insights¶
- Dashboard — real-time widgets and performance metrics
- Analytics — cross-feature reporting and trends
- Sales Report — pipeline and revenue reporting
- Billing — invoices, payments and receipts
- Partner Program — apply as a partner, your dashboard, tiers, deal registration
🛠 Operations¶
- Projects — projects, milestones, deliverables and timelines
- Support Tickets — Issues & Fixes inside Support projects
- Attendance — work schedules and attendance tracking
- Social Media Planner — schedule posts across social channels
- Telegram Channels — publish to a Telegram channel, grow a DM audience, and what Telegram does not allow (beta)
Advertising¶
- Meta Ads — ad performance, and which ad started each conversation
- Google Ads — the Google counterpart (beta)
Integrations¶
- Channels — connect WhatsApp, Messenger, Instagram, Telegram and more
- Microsoft 365 — Outlook calendar and Microsoft To Do
Admin-only topics (settings, team, permissions) live in the Admin Guide.
ConnectGain — omnichannel inbox, CRM & automation for WhatsApp, Messenger, Instagram, Telegram and more. Open the app · Docs home