Send an official price quotation straight into a lead's WhatsApp chat — built from your price list and a fixed template.
🔍 Auto-detected
The lead list below only shows leads whose chat history contains a price or cost mentioned by the bot — detected automatically from the conversation, no setup needed.
Proposal Template
Placeholders: {{lead_name}}, {{business_name}}, {{items}}, {{total}}, {{validity_days}}. Sent as the WhatsApp caption alongside the PDF.
🖼️
Click to upload or drag & drop PNG or JPG — max 500 KB
Send Quotation
This lead isn't linked to a Chatwoot conversation yet — paste the conversation ID from its Chatwoot URL (the number after /conversations/) to connect it.
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Preview
Select a lead and at least one item to preview.
📋 Sent Quotations
No quotations sent yet.
🎯 Prospects
Import a list of new contacts from a Google Sheet and send them a first-touch WhatsApp template message — 50 at a time.
WhatsApp Template
First-touch messages to people who've never messaged you must use a Meta-approved template — plain text won't be delivered to a new contact.
New templates take Meta a few minutes to a day to approve before they can be used.
Prospect List (Google Sheet)
Sheet must have Name and Phone columns, and be shared with our sync account.
Import & Send
Each click imports the next batch of up to 50 new prospects (already-imported numbers are skipped automatically) and sends them the selected template. New prospects are added to Leads with stage Prospect.
📋 Import Runs
No import runs yet.
📋 Pipeline
✈️ Travel & Tourism Hub
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🧳 Trip Types
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📅 Upcoming Departures
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🌍 Top Destinations
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🔥 Hot Inquiries Needs follow-up
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👤
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💬
Select a contact to view their chats
✅ Today's Tasks
📅 Reminders Due Today
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🔥 Hot Moments (Action Required)
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⏰ Overdue Follow-ups
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👥 Team Members
Anyone added here can sign in with their own Authentik account and gets full access to this dashboard — same as you.
🔗 Chatwoot Webhook
Paste this URL into your Chatwoot inbox webhook settings so your AI bot receives messages.
Not configured yet
1
In Chatwoot, go to Settings → Inboxes → [Your Inbox] → Configuration
2
Scroll to Webhook URL and paste the URL above
3
Enable the Messages Created event and save
All four are required for the Chats tab, Quotation sending, and Prospects to reach WhatsApp.
Industry
Adapts labels, tags, terminology and dashboard theme colour throughout the CRM. Travel & Tourism unlocks the ✈️ Travel module.
Current theme
Agents
One agent name per line. Used for lead assignment.
🔔 Notification Email
Get emailed when a hot lead or human handover is detected. Requires SMTP setup in n8n notifications workflow.
🧳 Services & Prices
Define your packages, tours, or services with prices. The bot will reference these when answering customer questions.
📂 Knowledge Base
Upload PDFs, Word docs, or text files. The bot will read and reference this content when answering questions.
📎
Click to upload or drag & drop PDF · DOCX · TXT · MD — max 10 MB each
✏️ Edit / paste text directly
0 characters
Bot Persona & System Prompt
The bot's voice, scope, and guardrails.
Follow-up Messages
Automated nudges sent when a lead goes quiet.
🧪 Test Mode
Bot only responds to your number when enabled.
Conversation Stages
Exact messages the bot sends at each stage.
📊 Google Sheets Sync
Sync your lead data to a Google Sheet automatically. Paste the sheet link and choose which columns to export.
🏢 Travel Agency Module
Automatically enabled when Industry is set to Travel & Tourism. Includes packages, itineraries, service cases, Umrah/Hajj groups, bookings, and finance.
💼 Recruitment & Consultancy Module
Automatically enabled when Industry is set to Consultancy / Recruitment. Includes job postings, candidate pipeline, AI screening, placements, and fee tracking.
💼 Recruitment & Consultancy Module
Enable the full Recruitment & Job Consultancy suite — job postings, candidate pipeline, placements, and fee tracking. Adds a dedicated Recruit tab to the dashboard.
🔌 Channels
1. Chatwoot Account
Create your dedicated Chatwoot account — this provisions it automatically, no manual signup needed.
✅ Connected — Account # on
2. Connect WhatsApp
Connect your WhatsApp Business number via Meta — no manual token copying, this uses Embedded Signup.
✅ WhatsApp connected — phone number ID
Connected Channels
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3. Add Another Inbox
Add a Website widget, Email, SMS, Telegram, LINE, or API inbox to the same Chatwoot account — same channel types Chatwoot's own "Add Inbox" offers.
🛍️ Shopify
Connect your Shopify store to see orders in the conversation sidebar. This opens your Chatwoot account (already signed in) on the Integrations page — click Shopify → Connect there.
💳 Billing
🏢 Company Profile
Used on your Stripe invoices/receipts and as your account name.
🧾 Customer Portal
Choose a plan to get started.
⚠️ Payment issue with your subscription — Update your payment method to avoid losing access.
ℹ️ Your plan is set to not renew — you'll keep access until . Resubscribe anytime before then to keep it going.
Plan: ·
Status:
Add-ons
Currency
One-time purchases — not auto-renewing, so buying these never requires re-authorizing a recurring mandate.
WhatsApp credits balance: 0 · Voice add-on: Not active
📊 Usage This Month
Messages Sent
0
Leads Captured
0
Conversion Rate
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New Package
New Itinerary
Day-by-Day Plan
New Service Case
New Umrah Group
Hotel Details
Add Pilgrim
New Quote / Booking
Add Car
New Car Booking
Add Lead
✈️ Travel Details
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Tags
📝 Notes
📞 Call Log
💬 Conversation
🎯 Smart Match
Log Call
📅 Booked Consultations
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📤 Import Leads (CSV)
📋
Click to upload CSV or drag & drop Required columns: Phone · Optional: Name, Stage, Owner
COLUMN MAPPING
🔀 Merge Duplicate Lead
Select which lead to merge into the current lead. The selected lead's notes, calls and tags will be copied, then it will be deleted.
Leadvyne.