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1. Managing customers CRM & Customer Management Add customers, keep their details current, and see what they owe — the customer record every other module uses. Customers are the people and businesses you bill. A customer record …
2. Collecting customer reviews with Feedback Feedback & Reviews Ask customers for reviews, check them before they go live, reply in public, and show them on your website. Feedback collects reviews from your customers and shows the best of them …
3. Creating and managing leads Leads & Sales Pipeline Add a lead, record where it came from and what it is worth, assign an owner, and turn a won deal into a customer. A lead is anyone you are selling to who has not bought yet. Leads …
4. Creating automation rules Workflow Automation When something happens in your business, notify people, create a task, or message the customer — automatically. Automations live in Configuration → Automations . Each one is a rule …
5. Creating invoices Finance, Quotations & Invoicing … credit note. Invoices live in Finance → Invoice : bill your customers and track what they owe. How to create an invoice Go to Finance → Invoice and select Create Invoice — or open …
6. Creating and managing support tickets Helpdesk & Support Tickets … y and resolve them. Support → Tickets holds everything your customers have asked for, and who owes them an answer. Where tickets come from Your website — embed the ticket widget, s …
7. Introduction to AutoMyra Getting Started … er than the list below. Section What it is for Sales Leads, customers, items you sell, subscriptions, and Lead Finder WhatsApp Chats, message templates, campaigns, flows, consent a …
8. Creating quotations Finance, Quotations & Invoicing Send an estimate with GST worked out for you, track whether the customer accepts it, and convert it to an invoice. Quotations live in Finance → Quotation : send estimates and conve …
9. Understanding Business Health Business Health & Intelligence … he score combines six areas of your business: Finance Sales Customers Operations Workforce Support Each area is scored from your own data in AutoMyra, and the page shows which area …
10. WhatsApp templates and campaigns WhatsApp Business API … d from . Pick an approved Template . Add recipients: Choose customers from your customer list, or Import file (use Download sample for the columns). The page tells you which column …
11. Workspace general settings Account & Workspace Settings … e used across AutoMyra, including on the documents you send customers. Appearance Choose your workspace colour and logo, and how the menu is laid out for everyone in the workspace. …
12. Ticket priorities and SLAs Helpdesk & Support Tickets … ted, from the priority it starts with. Tickets submitted by customers through the widget or hosted form start at Medium . Finding overdue tickets A ticket that is past its SLA and …
13. Managing team access Security & User Permissions Who can sign in to your workspace, what they can reach, and how roles and permissions decide it. Configuration → User Management lists who can sign in to your workspace, what they …
14. Integration and API overview Integrations & Developer API … password. Never put one in a web page or a mobile app that customers can download.
15. Troubleshooting common issues Troubleshooting & FAQs Fixes for the problems people run into most — signing in, missing menus, WhatsApp messages and the Help panel itself. I can't sign in Check you chose the right workspace on Find yo …
16. Using Messenger for team chat Shared Inbox & Messenger … time. It is for talking to colleagues — conversations with customers are in WhatsApp → Chats . Open it from Messenger in the menu. Starting a conversation Direct message: select N …
17. What is the Business Health score? Business Health & Intelligence · FAQ … ur business is performing across six areas: finance, sales, customers, operations, workforce and support, calculated from your own data in AutoMyra. See Understanding Business Heal …
18. Understanding the sales pipeline Leads & Sales Pipeline The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each …
19. Working with WhatsApp Chats Shared Inbox & Messenger Your team's shared WhatsApp inbox — reply, send templates, files and flows, hand over from the bot, and manage contacts. WhatsApp → Chats is a shared inbox: every conversation with …
20. What is AutoMyra? Getting Started · FAQ 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 …
21. Why do I have to send a template message? WhatsApp Business API · FAQ WhatsApp only allows a business to send free-form messages within 24 hours of the customer's last message. Outside that window, the conversation has to start with a template that M …