Documentation
Guides & reference
Everything you need to run the SpeedIQ CRM, pipelines, capturing leads, routing, and automations. Start with the overview, or jump straight to a topic.
Getting started
Channels & inbox
Chat Hub (unified inbox)
One inbox for every channel — WhatsApp, Email, and social DMs — with a channel rail, archive, and star.
Social (Meta, LinkedIn, TikTok)
Capture ad leads, comments, and DMs from Facebook, Instagram, LinkedIn, and TikTok — with AI auto-reply.
WhatsApp
Connect WhatsApp Business, manage templates, and chat 1:1 within the 24-hour window.
Email
Set up sending, manage subscribers and templates, and reply to inbound email in-platform.
SMS
Connect Twilio, manage senders and contacts, chat 1:1, and read SMS analytics.
Voice
Call leads and contacts from the in-app dialer, with logging and recordings.
Campaigns
Send broadcasts on WhatsApp, email, or SMS, audience, content, scheduling, and delivery.
Booking pages
Share a booking page, let invitees pick a slot in their own timezone, and turn every booking into a lead with reminders and calendar invites.
CRM
Pipelines & stages
Model your sales process as stages, run more than one pipeline, and track won/lost.
Leads
The lead record: owner, value, score, tags, custom fields, and the cross-channel timeline.
Contacts
The unified people directory that merges each person’s WhatsApp, email, SMS, and social identities.
Capturing leads
Bring leads in from forms, social & ad platforms, comments, webhooks, prospecting, and inbound messages.
Forms
Build no-code forms with logic, validation, and file uploads; every submission lands in your CRM as a lead.
Lead routing
Automatically assign new leads to the right person with round-robin, weighted, or fixed rules.
Automations
How automations work
The trigger → conditions → actions model, pipeline scope, and how rules run.
Triggers
Every event that can start an automation, and how to narrow each one.
Conditions
Filter which leads an automation runs for using match-all / match-any rules.
Actions
Everything an automation can do, assign, tag, move stage, message, task, webhook, AI reply.
AI auto-reply
Draft or send AI replies to inbound messages and social DMs, with models, guardrails, and billing.
Run history & troubleshooting
See what fired, why a rule didn’t match, and the most common fixes.