Indew Knowledge Base
Detailed setup guides, product capabilities, and technical documentation for Indew Automation & CRM.
Quick Start Guide
Welcome to the Indew Platform. This guide helps you set up your workspace, connect your communication channels, and build your first automated workflow in under 10 minutes.
Setup Portal Account
Create an account on the CodeFirst Portal, set your organization profile, and invite your team members.
Connect Channels
Navigate to integrations to connect your WhatsApp Business API, Facebook Lead Forms, and email servers.
Define Lead Routing
Set up automated routing rules (Round-robin or location-based) to direct leads to the correct sales agents instantly.
Launch AI Chatbot
Activate the built-in AI assistant to qualify incoming leads 24/7 and set up automatic meeting bookings.
Next Steps
Once you complete the basics, explore the product modules below to fully customize CRM pipelines and calling schedules.
Still need integration help?
Our engineering support is ready to walk you through custom webhooks or direct integrations.