How it works — pehli baar journey
Agent pehli baar aata hai toh yeh flow. System peeche, agent hero. Human chat — fake bot nahi.
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Signup
Website ya referral link se aao. Fields: naam, mobile, aur segment — RTO / Insurance / both (multi-select checkboxes, single radio nahi).
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Kaam samjho tour
Dense dashboard dump se pehle short tour: product kya hai, agent hero rule, customers / docs / reminders, WhatsApp kab jodna. Customer language baad mein auto-detect — onboarding mein language picker nahi.
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Pay Star ₹299 pehle
Kekthal Star ₹299/mo pehle subscribe — platform bill (~₹150 platform + ~₹150 value). Jab tak messaging / auto-reminders nahi chahiye, WhatsApp Meta connect optional. Do bills, do times: Bill 1 early = Star; Bill 2 later = Meta (agent ke WABA pe).
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Customers add karo — count aapka
Agent khud decide karta hai kitne — 3 ya 300; forced bulk import nahi. Teen paths:
- Typed Add customer (phone required; baaki skeleton OK)
- Console WhatsApp pe voice/text → parse → confirm
- OCR / docs forward
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Docs optional — Aadhaar never OCR
Docs jab ready ho tab. RC / Insurance policy selective forward. Full WhatsApp history import nahi. Aadhaar kabhi OCR nahi — agar form mein chahiye, customer type kare.
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Bina WhatsApp ke kaam chalao
Customers, docs, rate card, tickets, calculator, ledger drafts — Meta se pehle bhi full setup. Pre-Meta reminders: manual “WhatsApp pe bhejo” (wa.me draft) — auto-send nahi.
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Jab send chahiye → WhatsApp jodo (Coexistence)
Embedded Signup / Coexistence — existing Business number migrate. Naya number force nahi. Settings mein hamesha “WhatsApp jodo”. Pending-reminder queue notice jab tak connect nahi.
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Template slots customize → Meta approve
Kekthal starter slots deta hai. Agent edit karta hai. Platform agent ke WABA pe submit → Meta approve/reject. Console/Sales templates alag (platform accounts).