Knowledge base
How can we help you sell more on WhatsApp?
Guides for every part of Telemantix, written from the real product — setup, daily use and every integration.
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Getting started
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Leads & sales
Leads, stages and the pipelineHow leads are captured, de-duplicated and scored, and how to move them through your own pipeline stages.Contacts and companiesOne record per person and per company, linked automatically to every enquiry they make.My Day, follow-ups and tasksPlan every rep's day: follow-ups with reminders, tasks, missed follow-ups and SLA alerts.Importing and exporting leadsBring existing leads in from a CSV file and export your data at any time.Web forms for your websiteBuild a lead form, embed it on your site and have every submission land as a lead.Service boards and publishersSeparate pipelines per business line, and tracking of partners who refer leads to you.
💬WhatsApp
The WhatsApp inboxReply to customers from one shared number: assign chats, labels, quick replies and the 24-hour window.WhatsApp templates and campaignsCreate Meta-approved templates and broadcast them to the right leads, with delivery and read tracking.WhatsApp bot flowsBuild a no-code WhatsApp bot that greets, qualifies and hands leads to your team.
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Automation & email
Automation rulesAssign leads, send templates, create follow-ups and notify people automatically when things happen.Email leads from your own mailboxConnect your work email once and send tracked emails with templates from any lead.Notifications and the daily summaryChoose which alerts you get, and what the 9 am daily summary email contains.
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Workspace administration
Workspace settingsCompany details, lead assignment, response SLA, lead scoring, custom fields, email templates and webhook logs.Users, roles and permissionsInvite your team, choose what each role can do and hand over work when someone leaves.Security and two-factor sign-inTwo-factor authentication, signed-in devices, sign-in history and workspace security policy.Your data: export, retention and deletionWho owns your data, how to export it, when inactive workspaces are deleted and how to request deletion.
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Plans & billing
Choosing and changing your planHow plans, trials, upgrades and downgrades work, and where to see exactly what your plan includes.Payments and receiptsPaying securely, what happens if a payment fails, and the receipts we send.GST and tax invoicesHow GST is charged, adding your GSTIN and billing address, and downloading tax invoices.Cancelling and refundsHow to stop renewal, what happens to your data, and how refunds are handled.
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Integrations
Connect WhatsApp Cloud APISend and receive WhatsApp messages from leads directly inside Telemantix.Connect Meta (Facebook & Instagram) Lead AdsNew lead-form submissions from Facebook and Instagram ads arrive as leads instantly.Connect Google Ads lead formsPull leads from Google Ads lead form extensions into Telemantix.Connect IndiaMARTBring IndiaMART buyer enquiries in automatically using your IndiaMART CRM key.Connect 99acres, Housing.com, JustDial and TradeIndiaReceive portal leads through a private webhook address for your workspace.Connect Resend for emailUse Resend as your workspace email provider.
Can’t find what you need?
Message us — we will help you connect WhatsApp, Meta Ads and your lead portals.