Each adapter can be toggled independently. Only enabled adapters will listen for incoming messages.
Disable an adapter at any time without losing its configuration.
WhatsApp (wapi v3.1)
ACTIVE
API Endpoint
API Key
Webhook Secret
Phone Number ID
Email / IMAP (smtp relay)
ACTIVE
IMAP Host
Port
Username
Password
Poll intervalseconds
Meta — Facebook & Instagram (Graph API v18 — one connection, two channels)
DISABLED
ℹ Facebook Messenger and Instagram DMs share the same Meta Graph API credentials.
One App ID handles both. Select which channels to listen on below.
App ID
App Secret
Page Access Token
Verify Token
Active channels
Web Forms / Webhook (inbound POST)
ACTIVE
Webhook URL
Signature header
Payload format
Referrals / Manual Entry (API push)
DISABLED
API Key
Push endpoint
Reply Delivery
Reply via same channel (mirroring)
WhatsApp in → WhatsApp out · Email in → Email out
CC team inbox on every reply
Sends a copy to team email for visibility
Team CC email
CRM / Outbound Webhook
Push events to CRM
Fire a POST on every lead status change
CRM endpoint
Bearer token
Events to push
Notifications
Daily report email
Send session summary every morning @ 08:00
Report recipients
Booking confirmation SMS (Twilio)
Send SMS to lead when booking is confirmed
Twilio Account SID
Twilio Auth Token
From number
Classification extracts intent, budget, and urgency from each incoming message.
This drives routing rules and follow-up logic. You can run it with keyword rules (no AI, instant, free)
or with an AI model (more accurate on messy real-world messages).
Engine Mode
Keyword Rules
Add comma-separated keywords. First match wins. Case-insensitive.
Buyer keywords
Renter keywords
Seller keywords
Urgent keywords
High budget signals
Default intent
AI Provider
Provider
✓ Ollama runs fully on your machine. No data sent externally. Requires Ollama installed and a model pulled locally.
Ollama base URL
Model
Timeoutms
API Key
Model
Organization ID
API Key
Model
Endpoint URL
Auth header
Model name
Classification Prompt
The system prompt sent with each message. Must return JSON.
Fallback to rule-based on AI timeout
If AI takes longer than timeout, classify with keywords instead
{brand_footer} is replaced with your full signature block configured in the Branding tab.
Other tokens are resolved at send time from lead data and system context.
Each rule is a complete IF → THEN statement. Set one or more conditions, choose how they connect (AND = all must match · OR = any one is enough), then pick which team receives that lead.
Rules are checked top to bottom — the first rule that matches wins. Drag ⠿ to reorder.
Rule 1If intent is Buyer AND budget is High → Team A→ Team A⠿
If a lead doesn't match any rule above, it goes here automatically.
Route toFallback for unmatched or unknown leads
Team Descriptions
Team A
Team B
Team F
Follow-Up Schedule
Auto follow-up on no reply
Trigger if lead hasn't responded within delay window
First follow-up delayhours
Second follow-up delayhours
Max follow-up attempts
Follow-up window
Booking Follow-Up
Send reminder before appointment
SMS/message 2h before confirmed booking
Post-visit follow-up
Send feedback request 1h after visit
Reminder template
Set your company identity here. These values populate {company},
{phone}, {email},
{website} tokens in templates, and build the
{brand_footer} signature block appended to outgoing messages.
Company Identity
Company name
Tagline
Logo URL
Agent / Sender name
Agent title
Contact Channels
WhatsApp
Email
Office phone
Website
Instagram
Facebook page
Address
Signature / Footer Block
used by {brand_footer} token
Append footer to auto-replies
Automatically inject {brand_footer} into all AUTO templates that don't already include it
Include in WhatsApp messages
WhatsApp has a 1,024 char limit — keep footer short
Include in Email messages
Full HTML signature rendered in email clients
Footer template — edit or use tokens
Live Preview
Channel Display Names
What the recipient sees as the sender name on each channel.