Intelligence Hub

SYSTEM OPTIMAL

Action Center

Connected Node

None

Active Bot Engine

Bot 1: Sales

Node Hits

Pending Follow-ups

Total Leads

Today Leads

Conversions

Payments

Pending:0 | Verified:0

Network Traffic

Balance Metrics

Captured Leads

0 Leads

No captured leads yet.

Scheduled Follow-ups

0 Pending

No scheduled follow-ups yet.

Live Chat Activity

Timestamp	Client Hub	Message Payload / Intent	Status

Server Node Provisioning

Official WhatsApp Connect

Client ko Facebook token copy nahi karna padega. Production me ye button Meta Embedded Signup open karega, client apna WhatsApp Business number authorize karega, aur CRM backend credentials auto save karega.

Tokenless Client Flow

1. Client LoginClient apne portal me mobile number aur password se aayega.

2. Meta AuthorizeOfficial popup me business aur WhatsApp number select hoga.

3. Bot ReadyPhone Number ID, WABA ID aur token backend me secure save honge.

Node Display Name

WhatsApp Number

Manual Cloud API Setup

Ye sirf admin/testing ke liye hai. Normal clients ko yaha se token ya Meta IDs nahi bharni hongi.

Admin Only

Custom Node Name

WhatsApp Number

Meta Phone Number ID

Business Account ID

Permanent Access Token

Meta App Secret (Webhook Security)

Active Clusters

Mass Broadcast Protocol

Target Numbers (One Per Line)

Payload

Attachments

Location Send

Media History

Subscription & Billing

Selected Plan Payment

Select a plan to view payment details.

Payment Reference / UTR

Subscription Status

Platform Payment Settings

Bank Account Number

IFSC Code

UPI ID

Fallback QR Image URL

1 Month Plan QR URL

3 Months Plan QR URL

6 Months Plan QR URL

1 Year Plan QR URL

Client Payment Instructions

Fixed CRM Plans

Fonos / Custom OTP Provider

Add any Fonos, open-source, self-hosted, or low-cost OTP API here. Placeholders supported: {phone}, {phone_e164}, {otp}, {purpose}.

OTP Delivery Mode

Provider Name

API Endpoint URL

HTTP Method

Success Keyword (Optional)

Headers JSON

Request Body JSON Template

Test OTP Mobile Number

Client Payment Verification

Password Reset Requests

AI Bot Engine & Behavior Setup

Active Engine (Select which Bot works on this node)

Business Profile

Customer-Facing Business Name

Business Type

Reply Language

Business Description

Services and Price Information

System Core Instruction (Bot Personality Prompt)

Automated Payment Collection (Smart AI)

Is module ko on rakhne se, jab bhi AI detect karega ki client payment ke liye ready hai (chahe bulk order ho ya single item), wo automatically neeche di gayi Bank Details aur QR link bhej dega.

Bank Account Number

Bank IFSC Code

Payment QR Code (Secure Image URL)

Payment Trigger Prompt (AI ko kya bolna hai payment mangte waqt)

Enable AI Auto-Payment Follow-ups

Bot will securely process payment links within its isolated environment.

Balaji CRM

Create Client Account

BALAJICRM

Intelligence Hub

Action Center

Connected Node

Active Bot Engine

Node Hits

Pending Follow-ups

Total Leads

Today Leads

Conversions

Payments

Network Traffic

Balance Metrics

Official WhatsApp Connect

Selected Plan Payment

Subscription Status

System Guide & SOP

1. System Access & Authentication

2. Server Nodes: WhatsApp Link Karna

3. Intelligence Hub (Live Matrix)

4. Bot & Payment AI (Automated System)

5. Mass Broadcast (Bulk Messaging)

Select Export Range

Cloud API Setup