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- Managing tasks in Workboard Workboard & Task Management Create tasks, assign them, set priorities and due dates, and track them in a list or on a board. Workboard is where your team keeps track of work. Every task belongs to a project . …
- 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 …
- Introduction to AutoMyra Getting Started … . 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 …
- Getting started with HR & Payroll HR & Payroll … es and salary structures — then add your employees . Common tasks Adding an employee Clocking in and tracking attendance Applying for leave Approving requests Running monthly payro …
- Connecting WhatsApp Business API WhatsApp Business API Link your WhatsApp Business Account, register the number with the Cloud API, and point Meta's webhook at AutoMyra. AutoMyra sends and receives WhatsApp messages through Meta's offi …
- Creating and managing support tickets Helpdesk & Support Tickets Collect customer requests from your website, a shareable link or your own team, then assign, reply and resolve them. Support → Tickets holds everything your customers have asked fo …
- Setting up the AI Chat Bot AI Chatbot Put an AI chat widget on your website that answers from your FAQs and hands visitors to your team when it can't help. The AI Chat Bot is a chat widget for your website . It answers …
- WhatsApp templates and campaigns WhatsApp Business API Create message templates for Meta's review, record customer consent, and send or schedule campaigns to a contact list. Message templates A template is a pre-written message Meta ha …
- Clocking in and tracking attendance HR & Payroll Clock in from the AutoMyra Logger desktop app or the web timer, take breaks, check your attendance log, and ask for a wrong day to be fixed. Your attendance lives in HR & Payroll → …