Documentation
Official FaceBot product documentation, setup instructions and troubleshooting guidance.
FaceBot Smart CRM: Manage Contacts, Leads and Follow-Ups in One Workspace
FaceBot Smart CRM helps businesses organize contacts, manage leads, prioritize high-intent opportunities, and track follow-ups from one connected workspace. It brings contact records, lead intelligence, WhatsApp and email conversation context, lead scoring, and sales progress together so teams can understand each opportunity and act faster.
FaceBot Contacts Management: Organize, Segment and Activate Your Contact Data
FaceBot Contacts Management helps businesses store, organize, segment, import, and maintain customer and lead records from one workspace. Teams can manage groups, tags, consent settings, custom properties, imports, exports, and conversation context so contact data stays accurate and ready for campaigns, follow-ups, and outreach.
Bulk Contact Import and CSV Mapping in FaceBot
FaceBot Bulk Contact Import lets you upload CSV or Excel files, map spreadsheet columns to contact fields, manage duplicates, clean phone numbers, and organize imported records into groups. It gives sales and marketing teams a guided way to turn spreadsheet data into structured, campaign-ready contacts without creating records one by one.
FaceBot Lead Management: Track, Prioritize and Convert Leads in One Pipeline
FaceBot Lead Management gives sales teams one workspace to track, qualify, prioritize, and move leads from first conversation to final outcome. It combines lead status, AI-powered Lead Quality Index, Hot Leads, follow-up signals, human corrections, and WhatsApp or email conversation context so teams can focus on the right opportunities and take the next action faster.
FaceBot AI Lead Scoring: Prioritize High-Intent Leads with Lead Quality Index
FaceBot AI Lead Scoring helps sales teams identify and prioritize stronger opportunities using the Lead Quality Index. It combines AI analysis, conversion probability, score tiers, Hot Leads, follow-up signals, and human corrections so teams can focus attention where buying intent appears strongest.
Hot Lead Identification in FaceBot: Find High-Intent Leads Faster
FaceBot Hot Lead Identification helps sales teams quickly find high-intent opportunities using the Lead Quality Index. Leads with a score of 90% or higher are surfaced in a dedicated Hot Leads panel, helping teams prioritize stronger opportunities, respond faster, and focus follow-up where it matters most.
Lead Qualification in FaceBot: Identify and Prioritize Sales-Ready Leads
FaceBot Lead Qualification helps sales teams identify which leads are most ready for action using AI lead quality scoring, conversation signals, qualification details, and human review. It combines Lead Quality Index, Hot Leads, follow-up states, missing information, and WhatsApp or email context so teams can prioritize stronger opportunities and move them forward consistently.
FaceBot Follow-Up & Outcome Tracking: Keep Every Lead Moving
FaceBot Follow-Up & Outcome Tracking helps sales teams manage what happens after a lead enters the pipeline. Teams can track Agent Follow-Up, Media Requests, lead statuses, outcomes, correction history, and automated follow-up for silent high-quality leads across WhatsApp and email.
FaceBot Bulk WhatsApp Messages: Send Large Campaigns Safely at Scale
FaceBot WhatsApp Campaign Manager helps businesses send bulk WhatsApp messages to large audiences without manually splitting contact lists or exceeding available Meta messaging capacity. FaceBot automatically queues remaining recipients, continues delivery across multiple days, and helps solve one of the biggest bulk messaging problems: uncontrolled sending that can increase WhatsApp account risk.
FaceBot WhatsApp Business API Integration: Connect Your Number in Minutes
FaceBot connects directly with the official WhatsApp Business API through Meta Embedded Signup. Businesses can connect an existing WhatsApp Business App number using Coexistence mode—keeping the mobile app active while FaceBot runs automation—or connect a dedicated API-only number directly to Meta.
FaceBot Meta Ads Feedback: Optimize Click-to-WhatsApp Leads
FaceBot Meta Ads Feedback helps Meta understand which Click-to-WhatsApp conversations become qualified leads or customers. After 24 hours from the customer’s latest message, FaceBot checks the latest AI lead outcome and sends only positive ad-attributed results back to Meta, while regular chats, spam, and unqualified leads are excluded.
Smart AI Communication for WhatsApp: FaceBot AI Sales Agent
Smart AI Communication for WhatsApp lets FaceBot automatically handle customer conversations through its AI WhatsApp Sales Agent while keeping your team in control. It uses your business profile, products or services, conversation context, optional media understanding, and voice replies to keep WhatsApp conversations moving, while allowing staff to take over, resume AI, or disable AI for individual contacts whenever needed.
FaceBot Live Inbox: Manage WhatsApp Conversations & AI Handoffs
FaceBot Live Inbox, shown as AI Chats inside FaceBot, gives your team one workspace to view complete WhatsApp conversation history, reply to customers, track message delivery, and control AI or human handling. Conversations stay connected with Contacts, Leads, Campaign reporting, and FaceBot’s AI communication workflow so teams can follow up with full context.
FaceBot Email Lead Management: Turn Email Conversations into Sales Context
FaceBot Email Lead Management connects customer email conversations directly with your lead workflow. Teams can review complete email threads, reply from the correct mailbox, control AI per conversation, and use email activity such as replies, opens, clicks, and bounces to keep lead context and follow-up decisions current.
FaceBot Dashboard & Analytics: See Campaign, Lead & Channel Performance in One Place
FaceBot Dashboard & Analytics gives businesses one operational view of WhatsApp, email, campaigns, contacts, and lead activity. It combines KPI cards, daily marketing trends, campaign delivery results, channel readiness, and lead follow-up signals so teams can quickly see what is working, what needs attention, and what action to take next.
FaceBot WhatsApp Core: Connect, Verify & Keep WhatsApp Ready to Send
FaceBot WhatsApp Core is the setup and health center for connecting your business to Meta’s official WhatsApp platform. It supports WhatsApp Business App + API Coexistence, API-only connections, registration PIN handling, account readiness checks, sending-capacity visibility, and Meta billing status so teams can identify setup problems before they affect campaigns.
FaceBot WhatsApp Messaging & Inbox: Chats, Templates, Scheduling & Media
FaceBot WhatsApp Messaging & Inbox brings customer conversations, 1:1 replies, approved template messages, scheduled sending, media, and delivery tracking into one workspace. Inside AI Chats, teams can review complete conversation history, reply while the WhatsApp service window is active, use templates when required, and move between messaging, leads, campaigns, and follow-up without losing context