Documentation

Everything you need to get the most out of Bizwit AI CRM.

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🚀

Getting Started

  • Creating your Bizwit account3 min read
  • Importing your first leads5 min read
  • Setting up your sales pipeline7 min read
  • Connecting WhatsApp Business API10 min read
  • Inviting your team members3 min read
💬

WhatsApp Automation

  • Connecting the WhatsApp Business API8 min read
  • Creating your first drip sequence10 min read
  • Setting up broadcast campaigns6 min read
  • AI reply configuration5 min read
  • WhatsApp template message approval4 min read
🎯

Lead Management

  • Understanding lead sources and capture6 min read
  • Setting up lead scoring rules8 min read
  • Configuring lead assignment rules5 min read
  • Duplicate lead detection settings4 min read
  • Lead segmentation and tags5 min read
⚙️

Automations

  • Introduction to Bizwit workflows7 min read
  • Trigger types: time, behavior, stage9 min read
  • Building multi-step sequences12 min read
  • Conditional branching in automations8 min read
  • Testing and debugging workflows5 min read
📊

Analytics & Reports

  • Understanding the sales dashboard5 min read
  • Building custom reports8 min read
  • Pipeline and forecast reports6 min read
  • Team performance reports5 min read
  • Scheduling automated report emails3 min read
🔌

Integrations

  • Connecting Facebook Lead Ads6 min read
  • Google Workspace integration setup7 min read
  • Zapier integration guide10 min read
  • Shopify & WooCommerce setup8 min read
  • Razorpay payment webhooks6 min read

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