Documentation

Explore Gyan VaniAi platform capabilities, CRM workflows, AI automation, WhatsApp coexistence, and integration guidance.

Platform Overview

AI CRM

Understand the core architecture of Gyan VaniAi CRM.

Lead Management

How leads are captured, scored, and routed.

AI Agents

Deploying autonomous agents for sales and support.

WhatsApp Coexistence

Running Business API alongside the mobile app.

Voice AI

Configuring conversational voice agents.

Getting Started

Platform overview

A high-level look at the dashboard and modules.

Account setup

Initial configuration and user role management.

CRM workflow basics

Setting up your first pipeline stages.

Demo environment

Using the 7-day trial sandbox.

AI & Automation

AI agents

Configuring agent behaviors and knowledge bases.

Lead qualification

Setting up AI-driven lead scoring rules.

Sales automation

Automating follow-ups and task creation.

Workflow automation

Triggering actions based on CRM events.

WhatsApp Coexistence

Business WhatsApp workflows

Managing conversations across devices.

CRM communication

Syncing chats with lead records.

Automation concepts

Setting up auto-replies and routing.

Integrations

WhatsApp Cloud API

Official Meta integration for messaging.

Webhooks

Receive real-time lead and event data.