Introduction to AutoMyra
What AutoMyra is, the modules it brings together, and how your workspace is organised.
On this page
AutoMyra is an all-in-one business platform. Sales, WhatsApp messaging, finance, HR, customer support, tasks and business intelligence live in one workspace, so the people and records in one module are the same people and records in every other.
How your workspace is organised
Everything in AutoMyra belongs to your organisation's workspace. Each workspace has its own workspace code (for example 00226), which appears in your AutoMyra web address and is what you search for when you sign in.
The left-hand menu is grouped into sections. You only see the sections your subscription includes and your role allows, so your menu may be shorter than the list below.
| Section | What it is for |
|---|---|
| Sales | Leads, customers, items you sell, subscriptions, and Lead Finder |
| Chats, message templates, campaigns, flows, consent and the WhatsApp setup | |
| Automation | The AI Chat Bot inbox and Bot Management |
| Workboard | Tasks and projects for your team |
| Finance | Quotations, invoices, recurring invoices, credit notes, payments, expenses and reports |
| HR & Payroll | Employees, attendance, leave, approvals and payroll |
| Support | Support tickets from your customers, and the ticket widget settings |
| Feedback | Reviews from your customers, moderation and review widgets |
| Social Hub | Social media inbox, posts, scheduling and connected accounts |
| Intelligence | Business Health, Ask Automyra, Action Center, Forecast and Insights |
| Configuration | General settings, user management, Subscription & Billing and Automations |
Where to go next
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