We map your product lines, lead sources, sales team, quote process and current tracker (Excel, Tally, notebooks — all fine). Output: your company's configuration sheet.

YOU PROVIDE: Owner or sales head on the call.

Your tenant is created on the platform: logins for the owner and each salesperson, your webhook endpoints, and your module mix switched on.

YOU PROVIDE: Names and emails of everyone who needs a login.

IndiaMART Push API key from your seller panel, a snippet or endpoint added to your website contact form, and your enquiry email connected (Google/Microsoft sign-in or a forwarding address).

YOU PROVIDE: IndiaMART seller login, website access (or your developer's contact), email admin approval.

Your number registered with a Meta-approved provider, connected to your Meta Business account, and message templates (acknowledgement, catalogue, follow-up) submitted for approval. Start this early — Meta approval is the long pole.

YOU PROVIDE: A phone number not tied to the WhatsApp app, Meta Business Manager admin access, GST certificate.

Follow-up cadence (e.g. 3/7/14 after a quote), stale-lead threshold, escalation window, re-activation age, digest time and recipients, business hours, languages.

YOU PROVIDE: Sign-off on the configuration sheet.

Product catalogue with specs and options (drives classification, the FAQ bot and quotations), your letterhead for quote PDFs, and the FAQ answers customers ask most.

YOU PROVIDE: Catalogue PDF/Excel, letterhead, price-list handling preference (blank space vs pre-filled).

Your existing lead tracker is imported and deduplicated. If you have records of machines sold, we build your installed-base register — it powers spares and AMC reminders from day one.

YOU PROVIDE: Your Excel tracker and any machine sale records, however messy.

A read-only Google Sheet or Excel Online workbook mirrors the pipeline, so anyone who lives in Excel keeps their view while the team transitions.

YOU PROVIDE: A Google/Microsoft account to own the sheet.

The agent runs every morning but sends nothing without a tap. You review the digests and drafts; we tune tone, thresholds and classifications until they match how you actually sell.

YOU PROVIDE: 10 minutes each morning from the owner.

Flows you trust switch to auto-send. From here the daily process is fully automated: capture, reply, chase, report. You get the shift report; your team gets their call list.

YOU PROVIDE: Nothing. That's the point.