Product Help & Documentation

Business App Documentation

Business App is your home base that helps you capture and nurture leads, communicate with customers, and manage every aspect of your online presence.

Getting Started

Set up your account, invite your team, and learn the basics.

Conversations

Connect SMS, email, Instagram, Facebook, and web chat—manage every message in one inbox.

CRM

Capture and organize customer info and website leads with forms.

AI Workforce

Use AI to greet visitors, answer questions, and book more jobs.

Automations

Build workflows that send messages, create tasks, and keep work moving.

Administration

Manage app settings, connections, and email configuration.

Executive Report

See the impact of your marketing—calls, messages, traffic, and more.

Store

Discover add-ons and services you can enable for your business.

Install Phone App

Install Phone App on Android and iPhone.

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