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AutoMyra Help Centre

AutoMyra Help Centre

How can we help you?

Find guides, tutorials, troubleshooting tips, and answers to your AutoMyra questions.

Popular: Introduction to AutoMyra Workspace general settings Managing customers Creating and managing leads

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Guides for every part of AutoMyra. What you see in your workspace depends on your plan and your role.

Getting Started First steps: signing in, finding your way around and setting up your workspace. 3 articles Account & Workspace Settings Your organisation details, appearance, domain and security settings. 1 article CRM & Customer Management Customers, contacts and the records every module shares. 1 article Leads & Sales Pipeline Capture leads, work them through the pipeline and follow up on time. 3 articles WhatsApp Business API Connect WhatsApp, use templates and send campaigns. 2 articles Shared Inbox & Messenger Answer customers together from one inbox. 2 articles AI Chatbot Let a bot answer common questions and hand over to your team. 1 article Workflow Automation Automatic notifications, tasks and messages when things happen. 1 article Workboard & Task Management Tasks, projects and who is doing what. 1 article Finance, Quotations & Invoicing Quotations, GST invoices, payments, credit notes and expenses. 2 articles HR & Payroll Employees, attendance, leave, approvals and payroll. 8 articles Helpdesk & Support Tickets Collect, assign and resolve your customers’ requests. 2 articles Feedback & Reviews Collect, moderate and show customer reviews. 1 article Social Media Hub Compose, schedule and reply across your social accounts. 1 article Business Health & Intelligence Your Business Health score, forecasts, insights and actions. 1 article Subscription & Billing Your plan, modules, usage and AutoMyra invoices. 1 article Integrations & Developer API API keys, webhooks and connecting other software. 1 article Security & User Permissions Who can sign in, and what they can see and do. 1 article Troubleshooting & FAQs Fixes for common problems and quick answers. 1 article

New to AutoMyra?

Getting started

Set up your workspace, invite your team and learn your way around — in order.

Start here
  1. 1 Introduction to AutoMyraWhat AutoMyra is, the modules it brings together, and how your workspace is organised.
  2. 2 Signing in to your workspaceFind your organisation's workspace, sign in with your work email, and reset a forgotten password.
  3. 3 Finding your way around AutoMyraThe menu, the top bar, search, notifications, shortcuts and help — and how to change your layout.

Frequently asked questions

All FAQs
Does AutoMyra use the official WhatsApp Business API?

Yes. AutoMyra connects to Meta's official WhatsApp Cloud API using your own WhatsApp Business Account. Set it up from WhatsApp → Settings — see Connecting WhatsApp Business API.

What is AutoMyra?

AutoMyra is an all-in-one business platform. CRM and sales, WhatsApp, automation, finance, HR and payroll, customer support and business intelligence work together in one workspace. See Introduction to AutoMyra.

What is the Business Health score?

A single 0–100 measure of how your business is performing across six areas: finance, sales, customers, operations, workforce and support, calculated from your own data in AutoMyra. See Understanding Business Health.

Why can't I see a module in my menu?

Two things decide what you see: your workspace's subscription (a module that is not part of it stays locked) and your role (menus follow permissions). Your workspace administrator can check both — Configuration → Subscription & Billing and Configuration → User Management.

How do I contact AutoMyra support?

Select Contact support anywhere in the Help Centre, or the ? in AutoMyra's top bar and then Contact support. You can also email connect@automyra.in or call +91 75460 02288.

Get support