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Welcome to the official documentation center for crmai.id — an AI-Powered WhatsApp CRM & Shared Inbox platform for businesses.

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Getting Started

Account & Access

Registration

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Workspace Management

Onboarding & Workspace Creation

Workspace Switcher

Invitation Code Management

Channel Connections

Connections Overview

WhatsApp Setup

Telegram Setup

Instagram Setup

Facebook Messenger

Automated Messages

Main Features

AI & Automation

AI Audit

AI Blacklist

AI Agent

Identity & Linking

Model Profiles & Agent Templates

Behaviour: Agent Personality

Override Config

Knowledge Base

Governance & Autonomy

Setting & Escalation

Channel Behaviours

Emotion Matrix

Snapshots

Agent Tools

Messaging Tools

Quick Reply

Interactive Messages

Scheduled Messages

Broadcast

Birthday Automation

Stories

Inbox & Conversations

Shared Inbox

Inbox Tabs & Ticket Lifecycle

Message Management & Composer Bar

Ticket Options (Header Chat)

Customer Data

Smart Forms

Contact Management

Team & Access

Team & Division Management

User Roles & Permissions

Division Setup

Reporting

Analytics

Profile & Settings

Profile & Password

Language & Appearance

Notifications

Settings

Support & Billing

Plans, Billing & AI Tokens

CS Support & Technical Assistance

Getting Started

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