Internal tool · Acceltancy team

The team inbox for every lead, every brand.

Inbound WhatsApp leads land here. An AI qualifies them in their own language, hands them off when they're ready to talk numbers, and pushes the closed deal straight to the CRM. One inbox, every brand you handle.

For team members across Acceltancy's brands.

A
TBS
RD
VL
Priya Sharma2m

Hi! We are looking at Goa for…

3
Aryan Patel14m

Sounds great — what is your bu…

H
Mehak Khanna1h

Approx 350 guests, December 2…

Rohan Sethi3h

Will check with my fiancé and…

Vidya Iyer1d

₹50L is our hard upper limit.

Priya Sharma
+91 98••• ••812 · AI mode
AIHuman
Switch to human mode to reply
0data points

The AI collects before any planner is involved

<0s

From inbound message to the AI's first reply

0+brands

Run from one inbox with per-brand access

0%

Audit-logged — every mode toggle, assignment, and CRM push

AI qualifies every lead

An AI agent handles the first round — in Hindi, English, or Hinglish.

Every inbound WhatsApp message gets a warm, on-brand reply within seconds. The AI asks one question at a time, never spams a list, and matches whatever language the lead uses. It only hands off when the lead is ready to talk to a planner.

  • Collects city, event date, budget without sounding like a form
  • Switches language mid-conversation if the lead does
  • Abstains and escalates when it would have to guess on pricing or contracts
Smart handoff

Drafted replies waiting for you the moment you take over.

When the lead asks for pricing, mentions a competitor, or is ready to book, the AI flags the thread and lands it in your queue with full qualification context. Even in human mode it keeps drafting the next message in the background — read it, tweak it, send it.

  • AI/Human pill toggle on every conversation header
  • "Send a test message to {your_number}" hint when the inbox is empty
  • AI re-activates automatically after 30 days of silence
Mehak Khanna
+91 98••• ••204 · returning · last active 8m ago
AIHuman
CityMumbaiEventFeb 2027Guests350Budget₹60L+
Multi-brand from one inbox

Run every brand you handle from the same place — with its own identity.

Each brand maps to a CRM pipeline. Admins set a custom color, optional logo, default conversation mode, and per-brand AI system prompt. Agents only see the brands they're assigned to.

  • Per-brand color and logo in the side rail
  • Default AI/Human mode per brand for new conversations
  • Per-brand AI prompt — same agent, different voice per brand
Brands
TBS
RD
VL
CT
+
The Bride Side · WhatsApp
Default mode: AI · Pipeline: #67 Planning · Initial stage: Lead In
Each brand has its own AI system prompt, default conversation mode, and visual identity. Admins configure all of it from the Pipelines tab.
Push to CRM

One click sends the qualified lead straight into the right pipeline.

The modal pre-fills everything the AI collected — client name, city, event date, guest count, budget — plus the last few AI messages as notes. Admins map each brand to a CRM pipeline and initial stage from the Pipelines tab, so the deal lands in exactly the right place.

  • No double entry — qualification fields flow straight through
  • Phone number auto-stripped of country code so the CRM matches existing contacts
  • Audit-logged with who pushed, when, and which deal ID came back

Push to CRM

Priya Sharma
+91 98••• ••812
Goa
2026-12-14
300
45
Lead asked about Goa wedding in December 2026, 300 guests, ~₹45L budget. Wants planner to shortlist venues. Speaks English, friendly tone.
Vishwas (CRM)
#67 Planning → Lead In
What else is inside

The other things that make a shift smoother.

Smaller details that compound over a week of conversations.

Reply templates

Save the messages you type 30 times a week and recall them with a / shortcut. Each template is editable before sending.

Browser notifications

When a hot lead replies and your tab is in the background, the browser pings you. Unread badges in the sidebar too.

Lead scoring

High-budget, near-term, multi-service leads bubble to the top automatically. The flame marker tells you where to look first.

Read + delivery receipts

See exactly when WhatsApp delivered your message and when the lead read it. No more guessing whether they ghosted or just got busy.

Snooze + bulk actions

Send a thread back to your queue tomorrow morning. Select multiple to snooze, tag, or assign in one go.

Tag taxonomy

Admin-managed master list of tags. The DetailRail autocompletes from it; #vip / #VIP / #Vip collapse to the same canonical tag on save.

Mobile-friendly

The DetailRail slides over instead of pushing the chat off-screen. Tap-to-dismiss backdrop, same workflow as desktop.

AI knows when not to answer

If a lead asks about exact pricing or contract terms, the AI abstains and tags the conversation so a planner steps in cleanly.

System health checks

The System tab probes every table, column, and RPC the app depends on. Missed migrations surface at a glance — no silent failures.

Admin panel

Every brand-level setting in one place — channels, pipelines, default modes, brand colors, tags, per-brand AI prompts, teammate invites.

Activity log

Mode toggles, assignments, snoozes, callbacks, CRM pushes — every change timestamped against the conversation timeline so you can replay any thread.

How a lead flows through

From first WhatsApp ping to a closed booking.

1

Lead messages your brand

An ad click, a referral, or an Instagram story tap — the lead sends a message to your brand's WhatsApp number. The webhook routes it to the right brand automatically.

2

AI qualifies in their language

Within seconds, the AI agent replies — asking about city, dates, guest count, and budget. Hindi, English, or Hinglish, whichever the lead used.

3

Smart handoff to a planner

The instant the lead is ready to talk pricing or book, the conversation lands in your queue with all qualification data already collected.

4

Push the deal to CRM

One click sends the qualified lead into the right CRM pipeline + stage, with notes, contact, and budget pre-filled. No double entry.

Lifecycle

Watch a lead travel through the inbox.

Five stages, fully automated until a planner steps in.

Lead
Inbound WhatsApp
AI
Qualifies in their language
Qualified
City · date · budget locked
Human
Planner takes over
CRM
Deal pushed · audit logged

New to the team? Get set up in two minutes.

Create an account with your work email, pick the brands you handle, and the rest of the inbox unlocks automatically. If you've been onboarded before, just sign in.