Docs
Introduction
What Sanchalai is and how this documentation is organized.
Sanchalai is a CRM built for Indian small and medium businesses, combining a shared lead inbox, deal tracking, and AI-assisted automation in one workspace. You sign in and do your daily work at dash.sanchal.ai.
What you can do in Sanchalai
- Inbox: every lead and conversation from your connected channels lands in one shared inbox, labeled by source so your team can see what each message is at a glance.
- Deals: leads worth tracking closely convert into deals and move to their own list, separate from the general inbox.
- Tasks: follow-ups tied to a specific conversation, each with a priority, so nothing gets forgotten.
- Templates: reusable email, WhatsApp, and reply content your team can send instead of retyping the same message.
- Auto-Flow: workflow automation that reacts to new messages, runs on a schedule, or fires when someone triggers it manually.
- Calling agents and Sutra agents: AI voice agents that make and receive phone calls, and a configurable AI assistant that can read and reply to conversations in your inbox.
- Broadcast: sending one message to many leads at once. This area is still rolling out.
- Connected accounts: the email, WhatsApp, and AI service integrations that feed your inbox and power automation.
- Users: teammates with role-based, per-module access — you decide who sees conversations, deals, templates, and the rest.
- Franchise: for businesses that manage multiple sub-accounts or client workspaces from one place.
- Billing: subscription and plan management for your workspace.
How this documentation is organized
Start with Getting Started to create your workspace and capture your first lead. The Guides section covers day-to-day work — managing leads and deals, and setting up Auto-Flow automations. The FAQ answers common questions about accounts, security, and support.