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Click "Get Started" and sign up with your email — every new account gets a 14-day free trial with full access, no card needed. When the trial ends, choose a plan (monthly or annual) and pay securely with UPI, cards or net banking. Your plan activates instantly and your invoice appears in Billing & Invoices.

Go to Settings → WhatsApp and complete the embedded signup with Meta. You will need a WhatsApp Business number. IvaFlow stores your API token securely and shows a warning banner when it is about to expire (tokens last about 60 days) so you can refresh it before anything breaks.

In Contacts, use the import option to upload a CSV file with names and phone numbers (with country code). Organise contacts into groups and add tags — groups power targeted campaigns, tags power personalised ones.

Create a campaign, pick a group (or all contacts), write your message or choose a template with {{name}} personalisation, then send now or schedule. Campaigns are queued and delivered in batches — watch live per-message delivery and read receipts in the campaign view.

Auto-replies let you answer common incoming messages instantly. Open the Auto-Replies section, create a rule with a matching keyword or pattern and the reply to send. When someone messages your connected number, IvaFlow checks your rules first.

In the chatbot settings, enable it, define your business persona and tone, and add frequently asked questions. Incoming messages that do not match an auto-reply rule are answered by the AI using your instructions and recent conversation history. You keep full control — disable it any time.

Deals move through Lead → Qualified → Proposal → Negotiation → Won or Lost. Drag or edit a deal to change its stage; each deal holds a value, priority, owner and notes. The CRM Analytics tab summarises pipeline value, win/loss and team workload.

Owners and admins can invite members from the Team section by email and role. Each role has strict permissions — agents only see their own contacts and deals unless you grant broader access. Never share your own login.

Settings → Security → Two-Factor Authentication. Scan the QR code with any authenticator app (Google Authenticator, Authy…), enter the 6-digit code to verify, and from then on login asks for your code. You can disable it there too.

Billing & Invoices shows your plan, next payment date, dues and every past payment with a downloadable invoice. Payments are processed by a secured payment gateway — IvaFlow never sees your card details.

Settings → Danger Zone → Delete Account. For your safety this needs both: typing a confirmation phrase and a one-time code sent to your registered email. Once confirmed, your personal data, contacts, campaigns and CRM records are permanently erased.

If you see an amber or red banner about your WhatsApp token, reconnect your number via Settings → WhatsApp before the expiry date. Expired tokens block all sends, including scheduled campaigns.