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Help center

How can we help?

Answers to the most common questions, or talk directly to support.

Getting started

What does the installation include?

On SaaS and Dedicated we set everything up. On Enterprise we install it on your infrastructure.

How long does activation take?

Usually between 24 and 72 hours, depending on the plan and integrations.

Can I try before paying?

Yes, we run a demo with your real case and enable a temporary instance.

Billing

How do I change my plan?

You can start on SaaS and migrate to Dedicated or Enterprise as your operation grows.

Which payment methods do you accept?

Ziina (Visa, Mastercard, Apple Pay, or Google Pay), priced in your preferred currency.

Do you issue invoices?

Yes, we issue an invoice for every payment from the customer portal.

Telephony

What is a trunk, and what's the difference between my own and a shared one?

It's the SIP connection to your provider (Zadarma, FreePBX, or another) that lets you make and receive calls from the CRM. If you have your own telephony account, you set up your own trunk in the CRM (console/telephony-tenants). If you'd rather not manage your own PBX, you can use a shared trunk instead: it's activated from the portal (not the CRM), and calls are deducted from a prepaid balance.

How does the shared trunk's prepaid balance work?

You top up your balance and each call is deducted in real time, per real conversation minute (not ringing time). If your balance hits $0, the cutoff is real at the PBX level -- you won't be able to call until you top up. We notify you automatically when your balance is about to run out, before a call gets cut off by surprise.

Can I listen in on or supervise my team's calls live?

Yes, the WebRTC dialer includes real-time call listening and supervision for supervisors, plus dialing campaigns and an AI-generated executive dashboard.

What if my own trunk stops receiving calls?

First check that the SIP details (server, username, password) still match your provider. If everything matches and it still won't dial, open a ticket with the exact number you tried to call -- we'll check it against the real PBX log.

How does the automatic campaign dialer work?

You set up a campaign with country, team, schedule, and max attempts, and the system automatically originates the next call as soon as an agent on that campaign frees up -- no need to dial leads one by one by hand. It's 1 call per free agent per run (no aggressive mass call-center over-dialing), built to cut idle time between calls without risking audio quality or the agent's call recording.

Leads & Call Center

What statuses can a lead have?

The board handles statuses like In progress, Confirmed, Rejected, Returned, Hold, and Trash -- all configurable. Every status change stays in the lead's history.

How are leads assigned to my operators?

You can assign leads manually or automatically, per operator or per team. Automatic assignment distributes incoming leads based on the rules you define.

What are the AI performance summaries per operator?

The AI engine automatically generates an executive summary of each operator's (and each team's) performance, on whatever schedule you configure, and sends it to your internal chat -- no need to build the report by hand.

WhatsApp & AI

How does the AI agent on WhatsApp work?

It handles and follows up on incoming conversations using approved message templates. Your team can jump in at any time from the internal chat rooms.

Can I block numbers or use Telegram too?

Yes, the communication module includes number blocking and a Telegram integration in addition to WhatsApp.

COD Shipping & Billing

How do I configure my couriers?

From the shipping module you configure your couriers (including DIR Logistics integration), and from there you generate settlements and shipment summaries.

Can I import invoices from my couriers?

Yes, the CRM lets you import COD invoices from your couriers to automatically reconcile cash-on-delivery billing.

Affiliates & Webmasters

How do I let a webmaster send me leads?

You generate an API key with custom lead fields and share the technical integration docs with them. Each webmaster gets their own statistics and assigned offers within the CRM.

Team & Roles

Can I give my operators limited access?

Yes, roles and permissions are granular -- you can define exactly what each role (agent, supervisor, admin) can see and do, per department and team.

Does the CRM track hours and bonuses?

Yes, there's per-operator time tracking, a payroll summary, and configurable bonus parameters, organized by departments and teams (even by country if your operation is multi-country).

Open a ticket

Describe your issue and track it through the portal.

Create a support ticket

WhatsApp

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