Documentation
Getting started
Create your workspace, finish onboarding and learn the basics.
- Welcome to Vaanexa — Learn what Vaanexa does, how its main features work together, and where to start managing conversations, leads, AI agents, automations, sales, and business operations.
- Create your account — Sign up, verify your email and set up your business workspace.
- Complete onboarding — Complete the initial Vaanexa workspace setup and prepare your account for configuring business features and workflows.
- Plans and AI credits — Compare Vaanexa plans, AI credit allowances, seats, channels, automations, and included features to choose the right subscription for your business.
Channels
Connect WhatsApp, Instagram, Facebook, Threads and lead forms.
- Connect WhatsApp — Connect WhatsApp to Vaanexa and manage supported customer conversations as part of your unified conversation and sales workflow.
- WhatsApp templates and the 24-hour window — Learn how WhatsApp templates work in Vaanexa and understand the 24-hour customer service window for business-initiated messages.
- Connect Instagram — Connect Instagram to Vaanexa and bring Instagram customer conversations into your centralized communication workflow.
- Connect a Facebook Page — Connect a Facebook Page to Vaanexa and bring Facebook customer conversations into your centralized communication workflow.
- Connect Threads — Connect Threads to Vaanexa and include your Threads activity in your centralized social media workflow.
- Capture leads with lead forms — Create lead forms to collect prospect information and bring submitted enquiries into your Vaanexa lead workflow.
Inbox & conversations
Reply to customers, hand off between AI and humans, and collaborate.
- Using the unified inbox — Learn how to manage customer conversations from connected channels using the Vaanexa Unified Inbox.
- Assign conversations and hand off from AI — Learn how to assign customer conversations to team members and hand off AI conversations when human assistance is needed.
- Buttons, lists and product messages — Learn how to use WhatsApp buttons, lists, and product messages in Vaanexa to create interactive customer conversations and automation workflows.
Leads & customers
Track every lead, score intent and manage your pipeline.
- Leads and customers — Learn how Vaanexa captures leads, links customer identities across channels, records lead sources, and tracks customers after they buy.
- Manage your pipeline — Learn how to manage leads visually in the Vaanexa Pipeline, change stages, use filters, and configure won and lost outcomes.
- Lead scoring — Learn how Vaanexa scores leads based on customer behavior and how to use scores for prioritization, automations, and AI-assisted conversations.
- Import Meta Lead Ads — Import Facebook and Instagram Instant Form leads into Vaanexa and automatically start the next step in your lead follow-up workflow.
- Work the call queue — Learn how to use the Vaanexa Call Queue to prioritize leads, record call outcomes, and schedule follow-ups.
AI sales agent
Set up the AI agent, teach it your business and review its work.
- Set up your AI agent — Configure your Vaanexa AI agent's persona, goals, channels, hours, knowledge, and handoff rules before handling customer conversations.
- Add knowledge — Add documents, FAQs, website pages, and catalogue information so your Vaanexa AI agent can answer customer questions accurately.
- Review AI actions (Approvals) — Review AI-proposed actions before they are carried out, and approve, edit, or reject sensitive actions.
Automation
Automations, follow-ups, lead rescue and autopilot.
- Build an automation — Create flows that react to messages, leads and events.
- Follow-ups — Never forget to get back to a lead.
- Lead rescue — Win back leads that went quiet.
- Revenue autopilot — Let Vaanexa suggest and run the next best action.
- Tasks — Assign and track to-dos across your team.
Marketing & growth
Broadcasts, ads, social publishing and opportunity radar.
- Send a WhatsApp broadcast — Message a segment of customers with an approved template.
- Ads and the ad advisor — Connect ad accounts, create ads and get optimisation advice.
- Publish social posts — Plan and schedule posts for Instagram, Facebook and Threads.
- Opportunity radar — Spot buying signals hidden in your conversations.
Appointments
Let customers book, and keep everyone reminded.
- Appointments and booking — Set availability and let the AI book visits and calls.
Sales & commerce
Catalogue, quotations, GST invoices, payments and subscriptions.
- Manage your catalogue — Products and services the AI can quote and share.
- Send quotations — Create a quote from a chat and share it in one click.
- GST invoices and payments — Issue compliant invoices and collect payment online.
- Customer subscriptions — Bill customers on a recurring schedule.
Analytics
See what drives revenue across channels and campaigns.
- Analytics and revenue attribution — Connect every rupee back to the channel and campaign that earned it.
- Growth insights — Retention, repeat purchases and cross-platform trends.
Team & permissions
Invite teammates and control what they can see and do.
- Invite your team — Add teammates to your workspace.
- Roles and permissions — Owner, admin, manager and agent — and own-leads access.
Billing & account
Your Vaanexa subscription, invoices, data and privacy.
- Change your plan — Upgrade, downgrade or buy more AI credits.
- Your Vaanexa invoices — Download GST invoices for your subscription.
- Privacy and data export — Export your data or delete a customer’s personal data.