WazzaBee documentation
Guides, how-tos and reference material for working with the platform
CRM
Getting started
How to open WazzaBee CRM from the dashboard, choose a niche, how the trial and subscription work, the menu, quick search, appearance and working from a phone.
Deals and pipelines
The deals board, the deal card, payments and lost deals, several pipelines, stages and importing deals from a file
Chats
Client conversations from all lines, team chat, WhatsApp templates and the 24-hour window
Clients
The client list with segments and search, the client card with all deals, business type fields, importing clients from Excel and CSV, exporting the client base.
Bookings with specialists
Client booking calendar: specialists, services, free time, visit statuses, rescheduling and reminders.
Tasks
Tasks by due date, quick add, linking to a deal, checklists, deals without tasks, tasks from robots and from payments.
Documents
Invoices, contracts and completion acts for deals: numbering, statuses, sending to the client, marking payment and the link with the deal.
Calls
Call log and report, call recordings, calls in a deal and the CRM call widget
Analytics
Home with a daily summary and reports: revenue, lead sources, lost reasons, funnel, managers and specialist workload.
Robots
Rules that set tasks, message clients, notify the team and move deals along the pipeline on their own
Knowledge base
Sales scripts, ready-made replies to clients, guidelines, services and prices for the whole team
AI Office
AI employees in the CRM: hiring and setting up bees, knowledge, auto-replies, handing chats to a manager, honey, analytics and Director reports
CRM settings
Business type and custom fields, pipelines, general settings, team and permissions, channels and sending sales to Meta, integrations, storage and data transfer.
General sections
Getting started with WazzaBee
A quick start with WazzaBee
Communication lines
Messengers and connection types at a glance
Connecting and configuring WhatsApp channels
Telegram
Working with Telegram bots and personal accounts
Altegio
WazzaBee integration with Altegio: booking notifications in WhatsApp and chat in the booking window
Connectors
Integration with CRM systems
Chats
Working with chats and conversations
amoCRM
WazzaBee integration with amoCRM: setup, chats inside the lead card, templates and Salesbot
Bitrix24
WazzaBee and Bitrix24: setup, Open Channels, automation
Activation and payment
Plans, subscriptions, invoices and company details
Widget
WhatsApp widget for your website
Broadcasts
Sending messages in bulk
Referral programme
Bonuses and partnership
Settings
Account settings
API documentation
WazzaBee REST API documentation for developers
FAQ
Frequently asked questions
Ads & Analytics
End-to-end analytics and conversions