Sales

Inbox and messages

WhatsApp and Gmail in one inbox, with AI drafts in English, Hindi and Marathi.

One inbox

Inbox brings together WhatsApp conversations from your connected business numbers and emails exchanged with people in Compass. Each conversation is linked to the person's record and appears on their timeline.

  • Counsellors keep using the WhatsApp Business app on their phones. Chats from the phone and from Compass both land in Compass.
  • Each member connects their own Gmail. Compass keeps only emails with people already in Compass; other mail is never stored.

Replying

  • Templates: Meta-approved WhatsApp templates are needed to start a conversation or to write after 24 hours of silence. Compass shows which are available.
  • Saved replies for common answers.
  • AI drafts: ask for a reply in English, Hindi or Marathi. Drafts use only the facts your institute has approved in Settings → Knowledge, such as fees and batch timings, so the AI doesn't invent them. You always review and send.

Contact rules

Every message checks the person's consent and do not contact flag, and automated messages wait for quiet hours to end. A blocked message says why.

Broadcasts

Sales managers can send an approved template to a filtered group of people from Broadcasts, for example "everyone interested in the weekend batch". Consent rules apply to every recipient.