Sections
Pick the screen you need help with.
Client space
Create and share a person’s space, configure access and check what they will see. Manage other people’s links separately.
Client Log
Check conversations, post messages and files, and review replies. Includes the client’s steps from their space.
Client workspace
Organise working notes, tasks, events and links per client in the browser you are using.
Client timeline
Record events by date, review their categories and keep a copy of the journey.
Forms
Prepare questions, share the form and review responses under the correct client record.
Editable client grid
Review and edit a local working sheet with clients, custom columns and CSV export.
Check the connection, review conversations and decide when to reply yourself.
WhatsApp agent
Prepare assistant instructions, save its configuration and review replies before leaving it active.