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Step-by-step guides to get the most out of AutomLab, from connecting channels to setting up the AI agent.

Getting started

Create your account, learn the dashboard and get everything ready.

How to create your AutomLab account, sign in and set up the essentials to start serving customers.

Understand the numbers and shortcuts on the home screen: conversations, leads and service performance.

Connect WhatsApp, Instagram, Facebook and Google Calendar to your account.

Connect your number to the official WhatsApp API (Meta) and receive conversations in AutomLab.

Receive Instagram DMs and Facebook page messages right in the conversations hub.

Let the AI agent book appointments directly on your Google calendar.

Conversations hub, 24/7 AI agent and message templates.

Serve WhatsApp, Instagram and Facebook on a single screen, in real time.

Teach the AI to serve on behalf of your business: persona, products, prices, qualification and scheduling.

Create Meta pre-approved messages to start outbound WhatsApp conversations.

Lead funnel, proposals, sales forecast and tasks.

Track every lead on the kanban board, customize the stages and never miss an opportunity.

Create proposals, project funnel revenue and analyze closed sales.

Organize follow-ups and team to-dos linked to your leads.

Manage team members, your profile and account settings.

Invite your team, set permissions and keep your account data up to date.

Our team is ready to help. Reach out and we will get back to you as soon as possible.