You've started your trial. This page walks you through linking a WhatsApp number, adding your team and giving the first task. Keep it open on your laptop and do the steps on your phone.
One phone holds the WhatsApp number that becomes Kavya (a spare SIM is best; see step 1). The other is yours, to test from. After setup, the Kavya phone just stays on and online.
Use a spare number with its own WhatsApp, not the number you use for your own chats. WhatsApp can restrict a number used for automation, so keep your main business number out of it. Install WhatsApp on that phone and finish its own setup.
In the dashboard, open Office tasks → Settings. Read the notice, press Accept, then Link a number. A QR code appears. On the Kavya phone: WhatsApp → three dots → Linked devices → Link a device, and scan. The card turns to Connected.
Under Staff, add each person's name and WhatsApp number. Owners and managers get the morning digest and escalations; employees get their own tasks. Each person saves Kavya's number and sends “Hi” once. Their row turns to Ready.
Optional, but it's the part teams like most. Add Kavya's number to your team's WhatsApp group from the Kavya phone. In Settings → Groups, press Refresh groups, then switch on what you want: 9:00 digest, Announce every task, Done, Commands.
From your own phone, send Kavya a message like “Rutika ko client update kal 5 baje”, or a voice note. Reply OK when she confirms. Rutika gets the task, you get the morning digest tomorrow at 9:00.
Charged, online and WhatsApp open in the background. If it's offline for about 14 days WhatsApp unlinks it, and you'd scan the QR again.
Rutika ko Maruti reel kal 5 baje, 2 ghante x 3Task with reminders every 2 hours, 3 times🎤 a voice note with several tasksKavya lists them; reply "OK" or "1 to Mohit, 2 due Friday"listYour open tasksDONE Staff reply to their task; add a photo if you ask for proof1 / 2 / 3 / 4 / 5Reply to an overdue alert: extend, ask for a date, cancel, nudge, doneedit 41, due FridayChange a deadline41 Mohit ko de doChange the ownerstatus 41Where a task standsgroups then G1See your groups; post a task to oneundoReverse the last changeLeads → Sources: Meta lead forms, website form, or import an Excel. Set who gets new leads.
About the leads CRM →Calls → Set up: paste your information, pick the voice, and we test-call you. A number takes about two working days.
About AI calling →For messages to customers. WhatsApp → Connect official account; we help with Meta's approval.
About messaging →WhatsApp +91 87330 63010 during working hours and a person replies, usually within minutes. Or call +91 22 6998 3445 any time and Priya will take a message.