Help Center
Vmoox Help Center | Guides, Billing & WhatsApp
Search tutorials for workspaces, CRM, projects, WhatsApp setup, billing, and automations. Step-by-step help to get your team running faster on Vmoox.
- Guides & tutorials
- Searchable articles
- Updated from admin
- Product guides
Schedule and Automate Social Media Posts with Vmoox Social
Discover how to use Vmoox Social to plan, draft, and schedule posts across Instagram and Facebook with AI captions, visual calendar scheduling, and automated publishing.
- WhatsApp
How to Send WhatsApp Broadcast Campaigns in Vmoox
Learn how to build, target, and launch high-volume WhatsApp broadcast campaigns using Meta Cloud API approved templates, CRM audience filters, and delivery analytics with zero ban risk.
- Product guides
Automate and Schedule Social Media Posts Across Instagram & Facebook for Multi-Channel E-Commerce Growth
How modern e-commerce stores use visual calendar scheduling, Moox AI caption generation, and multi-channel publishing to build a consistent social brand with zero manual stress.
- WhatsApp
How to Run High-Converting WhatsApp Broadcast Campaigns with Meta Cloud API Approved Templates
Master high-volume WhatsApp broadcast campaigns: bypass the 24-hour window with official Meta templates, segment CRM audience lists, personalize dynamic variables, and achieve 98% open rates.
- Product guides
How Indian Apparel D2C Brands Can Reduce RTO and COD Returns by 45%
High Cash on Delivery return-to-origin (RTO) rates kill e-commerce margins. See how WhatsApp address verification and automated out-for-delivery alerts slash return rates.
- Product guides
Omnichannel Inbox: Stop Losing Sales Between Instagram DM and WhatsApp
When leads message your Instagram and follow up on WhatsApp, fragmented chats cause lost orders. Learn how a unified omnichannel workspace keeps full conversation context in one place.
- WhatsApp
The 5-Step Guide to Selling Garments on WhatsApp Like a Pro Boutique
A blueprint used by 6-figure clothing stores: from setting up your catalog and automated quick replies to managing sizing inquiries and confirming Cash on Delivery orders without chaos.
- WhatsApp
Official Meta WhatsApp Cloud API vs. Unofficial Bots: Why Sellers Are Switching
Losing your primary WhatsApp Business number to a permanent Meta ban is a nightmare that shuts down revenue overnight. Understand the technical differences between illegal browser scrapers and the official Meta WhatsApp Business Cloud API.
- Automation
How Clothing Brands Automate Instagram Reel Comment-to-DM for Instant Sales
When your Reel goes viral, replying manually to 300+ "Price please" comments is impossible. Learn how leading fashion boutiques turn viral attention into paying customers within 1 second using official Meta automation.
- WhatsApp
Use Moox with WhatsApp conversations
Link WhatsApp chats to lead records, then let Moox read thread context to summarize, suggest follow-ups, and support your CRM workflow.
- Automation
Trigger AI follow-up when a new record is created
Automatically schedule Moox AI to follow up on every new CRM record after a configurable delay. No lead sits idle because someone forgot to add it to their to-do list.
- Automation
AI-powered workspace digest with automation
Get a daily or weekly AI-generated summary of your workspace activity. Moox AI reviews leads, deals, follow-ups, and team progress so you start each period informed.
- Automation
Notify your team on deal status changes
Get instant notifications when a CRM deal moves to a critical stage. Use field change automation to keep managers, sales leads, and support teams informed without manual updates.
- Automation
Schedule follow-up reminders with automation
Never forget a lead follow-up again. Use Vmoox automation to schedule one-time or recurring reminders that keep your pipeline moving without manual tracking.
- WhatsApp
WhatsApp to CRM lead automation
Auto-create CRM lead records when new contacts message your WhatsApp line. Configure from the WhatsApp app with field mapping and de-duplication.
- Automation
Automation for CRM: real-life examples
See how Vmoox automation works inside a CRM workflow with practical examples your team can copy, from lead capture to deal close and post-sale follow-up.
- Getting started
Manage multiple workspaces
Manage multiple Vmoox workspaces for client separation, cleaner operations, and safer access boundaries while maintaining consistent governance across teams.
- Product guides
Create invoices from records
Use the Invoice app in Vmoox to generate PDF invoices from lead or project records, keeping billing details linked to operational context.
- Getting started
Configure roles and permissions
Configure app-level roles and permissions in Vmoox, including practical limits awareness across Starter, Pro, and Business workspace plans.
- Product guides
Use dashboard for workspace insights
Use Dashboard in Vmoox to track KPIs, financial summaries, and operational trends so leadership can make faster decisions with shared visibility.
- Product guides
Store team passwords securely
Use Password Storage in Vmoox to organize shared credentials per project with controlled access and safer team collaboration on sensitive account details.
- Product guides
Collect reviews and feedback
Use the Review app in Vmoox to capture star ratings and structured feedback on records, helping teams improve service quality with real customer signals.
- Product guides
Use checklists for quality control
Use Checklist on records in Vmoox to enforce QA routines, onboarding steps, and repeatable delivery standards across projects and operations.
- Product guides
Manage files on records
Use the Files app and record attachments in Vmoox to maintain a clean document catalog linked to leads, projects, and operational workflows.
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