Lead Detail
Customer profile, calling notes, product, order and follow-up workspace.
Live Call
00:03:24
Agent Panel
Available
Customer Details & Qualification
Fill customer, address, health, product and delivery details while speaking with the customer.
Basic Customer Profile
Customer identity and calling details.
Address & Google Location
Type address, then open Google Maps search.
Shipping / Delivery Address
Used for Shiprocket and dispatch integration.
Health / Disease Details
For health product qualification and safety notes.
Product & Order Qualification
Product, payment and order information.
Custom Fields
Add fields based on medicine, service, real estate, education or any CRM process.
Google Places autocomplete and Shiprocket live tracking will need API credentials later. This screen is ready for those integrations.
WhatsApp conversation
Customer mobile: 9793126468
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Normal WhatsApp service messages work when the customer window is open. For closed-window customers, template API is required.
Call History
Auto-dialer call logs, duration and recordings will appear here.