Main workspaces
- Dashboard / CRM: leads, pipelines, stages, imports, exports and reminders.
- WhatsApp: connected accounts, channels, Chats, templates and Bulk Campaigns.
- Instagram: professional account connection and DM inbox.
- AI Brain: Playbook, knowledge sources, FAQs, languages, model settings subject to policy and Sandbox.
- Sales Desk: day-to-day sales context and assistance.
- Cadence: scheduled follow-up sequences.
- Workflows: event triggers, conditions and actions.
- Insights: reporting and messaging performance.
- Connect Hub: data, email, Meta, marketplace, API and webhook connections.
- SHVYA Sales / Calendar / Call Intelligence: document workflows, bookings and Android call tracking.
- Help & Support: customer support tickets and replies.
Find the right control
Open the workspace from the dashboard sidebar. Some actions live inside a lead card, channel account or organization settings rather than appearing as global buttons. If a control is missing, first check your plan and role, then your assigned pipeline.
Public and signed-in pages
- Public documentation: shvya-ai.com/docs/.
- Product workspace: Dashboard.
- Public booking pages are shared by their organization owner; the customer booking link is different from the Calendar editor.
- SHVYA Superadmin screens use a separate privileged account and are not ordinary CRM admin pages.