Overview

Welcome to Parimaar

Parimaar is an all-in-one multi-channel communication and CRM platform. Manage WhatsApp, Telegram, SMS, Voice AI campaigns, leads, and social publishing — all from a single dashboard.

What you can do with Parimaar

💬

Unified Chat Inbox

Handle WhatsApp, Telegram, and web messages in one place with AI-assisted replies.

📢

Broadcast Campaigns

Send targeted WhatsApp, Telegram, and SMS campaigns to segmented contact lists.

🗂

CRM & Lead Pipeline

Visual Kanban board to track leads from acquisition through conversion.

🎙

Voice AI Calls

Design AI-powered voice flows and run outbound call campaigns at scale.

⚡

Flow Builder

Visual no-code automation flows for WhatsApp and SMS conversations.

📅

Social Publisher

Schedule and publish content across Facebook, Instagram, and more from a calendar view.

Quick start

1

Log in to your account

Visit your Parimaar subdomain and sign in with your client credentials. First-time users should accept the invitation email sent by the platform admin.

2

Connect a channel

Go to Settings → WhatsApp Settings to connect your WhatsApp Cloud API number, or Settings → Telegram Settings to add a Telegram bot token.

3

Import contacts

Upload a CSV, sync from Facebook Lead Ads, or let inbound conversations create contacts automatically. Organise contacts into lists and segments.

4

Launch your first campaign

Create a WhatsApp template, then create a campaign selecting your approved template and a contact list. Schedule or send immediately.

5

Monitor from the Dashboard

Track message delivery, campaign stats, wallet balance, and lead activity in real time from the main Dashboard.

ℹ️

Subscription required Most features require an active subscription plan. Visit Subscription → Upgrade Plan to choose a plan that matches your needs.

Overview

Dashboard

The Dashboard gives you a bird's-eye view of your communication performance, wallet balance, and CRM health in real time.

Dashboard widgets

✓
Message Stats — total sent, delivered, read, and failed counts across all channels.
✓
Campaign Summary — recent campaign performance at a glance.
✓
Wallet Balance — current INR balance and quick top-up link.
✓
Contact Growth — new contacts added over the selected period.
✓
Lead Funnel — contacts by lead status (new, contacted, converted).
✓
Upcoming Tasks — tasks due today or overdue requiring action.
✓
Recent Chat Activity — latest messages across all chat rooms.

💡

Tip Dashboard data is scoped to your tenant. Admin-level platform stats are only visible to the super admin.

Messaging

Chat Inbox

A unified inbox for all inbound and outbound conversations across WhatsApp, Telegram, and web channels — with team assignment and AI-assisted replies.

Key features

✓
Multi-channel — WhatsApp Cloud API, WhatsApp Web (Rapiwa), Telegram, and Facebook Messenger threads in one view.
✓
Contact panel — view and edit contact details, tags, notes, and lead status without leaving the chat.
✓
Team assignment — route conversations to specific staff members and track who is handling what.
✓
AI Reply — generate contextual reply suggestions powered by your configured AI model.
✓
AI Rewrite — improve a draft reply's tone and grammar before sending.
✓
Canned responses — save and reuse frequently used reply snippets.
✓
Template send — send approved WhatsApp templates directly from the chat view.
✓
Forward messages — forward a message to another contact or channel.
✓
Shared files — view all media and documents exchanged with a contact.
✓
Contact notes — add private internal notes on a contact visible to your team.
✓
Tags — label contacts with colour-coded tags for quick filtering.

Sending a message

1

Open a chat room

Click any contact row in the left panel. The conversation thread loads on the right.

2

Type your message

Use the composer at the bottom. Attach images, documents, or audio using the clip icon.

3

Send or use AI assist

Press Enter or click Send. Click the ✨ button to generate an AI-suggested reply first.

ℹ️

24-hour window WhatsApp Cloud API restricts free-form messages to within 24 hours of the last customer message. Use an approved template to re-engage contacts outside this window.

Messaging

WhatsApp

Connect your official WhatsApp Business number via the Cloud API or connect a WhatsApp Web session through the Rapiwa device method.

Connection modes

Mode	Method	Best for
Cloud API	Meta / WhatsApp Business Platform API	High-volume, official verified numbers
Rapiwa	WhatsApp Web session scanning	Personal or unlisted numbers; easy setup

Setting up WhatsApp Cloud API

1

Create a Meta App

In Meta for Developers, create a Business App and add the WhatsApp product.

2

Copy credentials

Copy the Phone Number ID, WhatsApp Business Account ID, and generate a permanent access token.

3

Paste into Parimaar

Go to Settings → WhatsApp Settings and fill in the fields. Click Save and then Sync.

4

Configure Webhook

Point your Meta webhook URL to your Parimaar webhook endpoint shown on the settings page. Subscribe to the messages field.

Templates

WhatsApp Business requires pre-approved message templates for campaigns and re-engagement messages. Manage templates under WhatsApp → Templates.

✓
Create and submit templates with Header, Body, Footer, and Buttons.
✓
Template approval status syncs automatically from Meta.
✓
Category selection: Marketing, Utility, or Authentication.
✓
Load from pre-built template library for faster setup.

Number warm-up

New numbers must warm up gradually to avoid being flagged. Use WhatsApp → Warm Up to schedule an automated warm-up sequence.

Messaging

Telegram

Connect a Telegram bot to manage subscribers, send campaigns, and engage in two-way conversations.

Connecting your bot

1

Create a bot with BotFather

Open Telegram, find @BotFather, run /newbot, and follow the prompts. Copy the API token.

2

Add token to Parimaar

Go to Settings → Telegram Settings, paste your bot token, and click Save.

3

Sync subscribers

Existing subscribers who have messaged your bot will appear automatically. Use Sync to refresh the list.

Features

✓
Subscriber management — view, blacklist, or remove Telegram subscribers.
✓
Group management — manage bot-joined groups and send group broadcasts.
✓
Telegram campaigns — broadcast messages with text, images, and buttons.
✓
Templates — reusable Telegram message templates.
✓
Overview analytics — subscriber growth and campaign stats.

Messaging

Flow Builder

A visual drag-and-drop automation canvas to design conversational flows for WhatsApp and SMS — no coding required.

Node types

Node	Description
Start	Entry trigger — keyword match, inbound message, or campaign send.
Send Message	Send text, image, document, video, or audio.
User Input	Wait for a user reply and save it to a contact attribute.
Branch	Conditional split based on user reply, attribute value, or button tap.
API Call	Trigger a webhook and use the response in subsequent nodes.
Send Template	Send a pre-approved WhatsApp template with variable substitution.
End	Terminates the flow for this contact.

Flow Templates library

Go to Flow Builder → Flow Templates, preview a template, and click Use Template to create a customisable copy instantly.

💡

Flow limits The number of active flows is capped by your plan's max_flow_builder value. Inactive flows do not count toward the limit.

Messaging

Bot Replies

Keyword-triggered automatic replies. When an inbound message matches a rule, Parimaar sends the configured response instantly.

Reply types

✓
Text reply — plain or rich text response.
✓
Image / video / file — media attachments triggered by keyword.
✓
Template reply — respond with a WhatsApp template message.
✓
Flow trigger — launch a Flow Builder automation in response to a keyword.
✓
Canned responses — team-accessible reply snippets for manual chat use.

Match conditions

Rules can match on exact keyword, contains, or starts with modes. Rules have an enable/disable toggle and apply per-channel.

Campaigns

WhatsApp Campaigns

Send approved WhatsApp template messages to thousands of contacts. Track delivery, read rates, and replies in a detailed campaign view.

Creating a campaign

1

Choose a template

Select an approved WhatsApp template. Only approved templates can be used.

2

Select recipients

Pick one or more contact lists or segments. The system shows a live contact count.

3

Map variables

Map template {{1}} variables to contact attributes for personalisation.

4

Schedule or send now

Choose an immediate send or pick a future date and time. The campaign processes in background jobs.

Campaign features

✓
Per-contact delivery status: queued, sent, delivered, read, failed.
✓
Resend failed messages with one click.
✓
Pause and resume running campaigns.
✓
Filter view by delivery status.
✓
Contact template — upload a CSV with per-row variable values.

Campaigns

Telegram Campaigns

Broadcast messages to all your Telegram subscribers or specific groups in one operation.

Features

✓
Send to all subscribers or selected Telegram groups.
✓
Support for text, images, and inline buttons.
✓
Per-message delivery status tracking.
✓
Campaign overview with sent / failed counts.
✓
Pause and resume campaign dispatch.

⚠️

Bot must be connected Telegram campaigns require a bot token configured in Settings → Telegram Settings. The bot must already be added to target groups.

Campaigns

SMS Campaigns

Send bulk SMS messages using any of the 20+ supported SMS gateway providers. Costs are deducted from your wallet balance.

SMS Templates

Create reusable SMS content templates with variable placeholders. Templates speed up campaign creation and ensure consistent messaging.

Creating a campaign

1

Select or create a template

Navigate to SMS → Templates and create your message with {name} style variables.

2

Select contact list

Choose one or more contact lists as the recipient audience.

3

Configure provider

Go to Settings → SMS Settings to set your active SMS provider and API credentials.

4

Launch

Review the campaign details and click Send. SMS sends are non-blocking and will not be stopped by low wallet balance.

Supported SMS providers (20+)

Twilio, Nexmo/Vonage, MSG91, Exotel, TextLocal, Fast2SMS, BulkSMS, Plivo, Clickatell, and more. Configure under Settings → SMS Settings.

CRM & Leads

Contacts

Your central contact database. Every person you communicate with — via any channel — is stored as a Contact with a unified profile.

Contact profile fields

✓
Core fields — name, phone, email, country, language.
✓
Custom attributes — unlimited custom fields (text, number, date, dropdown).
✓
Lead status — new, contacted, qualified, converted, lost.
✓
Tags — colour-coded labels for quick segmentation.
✓
Lists & Segments — static lists and dynamic rule-based segments.
✓
Activity timeline — full history of emails, SMS, voice calls, and messages.
✓
Notes — internal private notes visible to your team.
✓
Quick actions — send email, SMS, or initiate a Voice AI call from the contact modal.

Importing contacts

Supported import sources:

CSV file upload (with column mapping)
Facebook Lead Ads sync
Website form submissions
API endpoint (see API Access)
Inbound WhatsApp / Telegram messages (auto-create)

ℹ️

Download the sample CSV template from Contacts → Import to ensure your data is in the correct format before uploading.

CRM & Leads

Lead Pipeline

A visual Kanban board to move leads through your custom sales stages — from first contact to close.

Pipeline features

✓
Custom stages — define your own pipeline stages in Lead Stages.
✓
Drag-and-drop — move a contact card between stages with a single drag.
✓
Quick message — send a WhatsApp or SMS directly from a pipeline card.
✓
Campaign broadcast — run a broadcast to all leads in a specific stage.
✓
Lead sources — tag leads by source (Facebook, WhatsApp, Website Form, API) for attribution.

Configuring stages

Go to CRM → Lead Stages to create, rename, reorder, and colour-code your pipeline stages. Changes take effect immediately on the board.

CRM & Leads

Lead Analytics

Charts and metrics to understand your lead funnel performance, channel attribution, and conversion rates over time.

Available metrics

✓
Total leads by stage (funnel view).
✓
Leads by source (Facebook, WhatsApp, API, website form).
✓
Conversion rate by stage.
✓
New leads over time (daily / weekly / monthly).
✓
Activity breakdown — calls, messages, emails per contact.

CRM Reports

The CRM → Reports page provides exportable tabular reports with date-range filters. Export as CSV for use in external tools.

CRM & Leads

Lead Timeline

A chronological activity feed across all contacts — see every email, SMS, voice call, and message event in one scrollable view.

Activity types tracked

Activity type	Channel	Direction
Voice call	Voice AI	Outbound
SMS	SMS	Outbound / Inbound
Email	Email	Outbound
WhatsApp message	WhatsApp	Outbound / Inbound
Stage change	CRM	—
Note added	Internal	—

Voice call entries include the recording URL and transcript when available from Dograh.

CRM & Leads

Facebook Leads

Automatically pull lead form submissions from your Facebook Business pages directly into Parimaar contacts.

Setting up Facebook Leads

1

Connect Facebook Business

Go to Settings → Social Posting Settings and click Connect Facebook Business. Authorise the Parimaar app.

2

Select pages

Choose the Facebook Pages whose Lead Ads you want to sync.

3

Sync leads

Click Refresh Leads to pull the latest submissions. Leads appear in CRM → Facebook Leads.

4

Convert to contact

Click Convert on a lead row to create a Contact record. Or Decline to dismiss.

CRM & Leads

CRM Reports

Tabular and visual reports on leads, activities, and pipeline performance. Filter by date range and export to CSV.

Report tabs

✓
Leads overview — total, new, converted, and lost leads per period.
✓
Activity report — breakdown of all outbound activities (calls, SMS, emails).
✓
Source attribution — which sources are producing the most qualified leads.
✓
Stage velocity — average time leads spend in each pipeline stage.

CRM & Leads

Website Forms

Embed a Parimaar-hosted lead capture form on your website. Submissions automatically create Contact records.

How it works

Parimaar generates a unique form URL and embeddable script for your account. Any submission to that form endpoint is stored in Leads → Website Forms and simultaneously creates or updates the matching Contact record.

Fields supported

Name, email, phone number, and any custom contact attributes you have defined.

CRM & Leads

Tasks

Create and track follow-up tasks associated with contacts. The system sends reminder notifications before due dates.

Features

✓
Create tasks with title, description, due date, and assigned team member.
✓
Link a task to a specific contact for contextual follow-up.
✓
Hourly automated reminders via the task reminder scheduler.
✓
Dashboard widget shows tasks due today and overdue tasks.
✓
Mark tasks complete directly from the list view.

Voice AI

Voice AI Overview

Parimaar's Voice AI module lets you design conversational phone call flows and deploy them as outbound call campaigns — powered by the Dograh Voice AI engine.

How it works

Voice AI flows are built in the Parimaar visual canvas and synced to Dograh's agent engine. When a campaign runs, Dograh places the calls. Post-call webhooks deliver recordings, transcripts, and billing data back to Parimaar automatically.

Prerequisites

⚠️

Plan requirement Voice AI features require a plan with voice_ai_access = 1. Contact your admin to enable this on your plan.

✓
Active subscription with Voice AI access enabled.
✓
Positive wallet balance (calls are billed per minute from your INR wallet).
✓
Sarvam AI key configured in Settings → Sarvam AI for TTS audio generation.
✓
Phone numbers provisioned in your Dograh account.

Billing

Voice calls are billed at the per-minute rate defined in your plan (voice_call_cost in INR/minute). The Dograh USD charge is converted to INR at the configured exchange rate. Billing happens automatically after each call via the post-call webhook.

Voice AI

Voice Flows

Design AI voice call scripts using a visual node-based canvas. Each flow becomes a Dograh AI agent when activated.

Node types

Node	Purpose	Dograh mapping
Start Call	Entry point of the flow	`startCall`
Say	Play TTS audio (folded into edge audio)	Edge `recording_id`
Collect	Wait for user speech and capture it	`agentNode`
Branch	Condition split on user response	Edge `condition`
Transfer	Transfer call to a human agent	`agentNode`
Webhook	HTTP call during the conversation	`webhook`
End Call	Hang up the call	`endCall`

Activating a flow

1

Design the flow

Drag nodes onto the canvas and connect them with edges. Set Say text on edges and Collect prompts on nodes.

2

Warm up TTS audio

Click Warm Up. Parimaar generates TTS audio for all Say texts via Sarvam AI and caches the recordings in Dograh's library.

3

Activate

Click Activate. The flow definition is pushed to Dograh, creating or updating the AI agent. Flow status changes to active.

4

Use in a campaign

Create a Voice Campaign, select this flow, choose a contact list, and start the campaign.

💡

Incremental saves During editing, Save pushes incremental changes to Dograh. Activate is only needed for the first publish or after major structural changes.

Voice AI

Voice Campaigns

Run an outbound call campaign using an activated Voice Flow. The system dials each contact in your list and runs the AI conversation.

Creating a campaign

1

Select a Voice Flow

Only active (published) flows are available. Activate the flow first if it's still in draft.

2

Choose contact list

Select the contact list to dial. Phone numbers must be in E.164 format.

3

Set concurrency

The max concurrent calls is capped by your account's concurrency setting, configured by the admin.

4

Start the campaign

Click Start. Use Pause / Resume to control the campaign mid-flight.

Campaign results

✓
Per-contact call status: pending, dialling, completed, failed, no-answer.
✓
Call duration and cost (INR) per contact.
✓
Sync Results — pull the latest run data from Dograh.
✓
Completed contacts automatically receive lead_status = contacted.
✓
Voice call activity added to each contact's lead timeline.

Voice AI

Call History

A searchable log of every outbound AI call — with recordings, transcripts, duration, cost, and gathered data.

Available data per call

✓
Contact name and phone number dialled.
✓
Call start time, duration (seconds), and end reason.
✓
Recording playback URL.
✓
Full call transcript.
✓
Gathered context (data collected during the call).
✓
Cost in USD and INR equivalent.
✓
Associated campaign and voice flow name.

Voice AI

Usage & Billing

Monitor Voice AI consumption and wallet deductions. Detailed usage is synced from Dograh after each call session.

Usage report

✓
Total minutes used per period.
✓
Cost breakdown in INR per call and in aggregate.
✓
Usage by flow / agent.
✓
Current wallet balance and estimated remaining call minutes.

⚠️

Top-up before campaigns Check your wallet balance before starting a large voice campaign. Insufficient balance mid-campaign will cause remaining contacts to fail.

Social Publisher

Post Calendar

A monthly and weekly calendar view of all your scheduled social media posts across connected platforms.

Features

✓
Visual month/week grid showing scheduled and published posts.
✓
Click a post to view details or edit before publishing.
✓
Drag-and-drop reschedule — move a post to a different day.
✓
Filter by social platform (Facebook, Instagram).
✓
Smart Queue — AI-suggested optimal posting times (plan-gated feature).

Social Publisher

Compose & Publish

Write, design, and schedule posts to Facebook Pages and Instagram Business accounts from a single compose view.

Supported platforms

Platform	Post types
Facebook Page	Text, Image, Video, Link preview
Instagram Business	Image feed, Reel, Carousel

Compose features

✓
Post to multiple platforms simultaneously from one draft.
✓
Schedule for a specific date and time.
✓
Image and video upload with preview.
✓
Character count with per-platform limits.
✓
Delete scheduled posts before they go live.

Connecting Facebook

Go to Settings → Social Posting Settings → Connect Facebook Business. Grant page-manage permissions. Published and scheduled posts will then appear in the calendar.

Social Publisher

Social Analytics

Insights on your published social content — reach, engagement, and post performance across connected accounts.

Metrics available

✓
Post reach and impressions.
✓
Engagement rate (likes, comments, shares).
✓
Follower / page like growth over time.
✓
Best-performing posts ranked by engagement.
✓
Date-range filter for custom report periods.

AI Tools

AI Writer

Generate marketing copy, message content, campaign text, and more using an AI model configured with your preferred provider.

Configuration

Go to Settings → AI Writer Setting to configure your AI provider and API key. Supported providers include OpenAI GPT models and compatible APIs.

Use cases

✓
Draft WhatsApp template messages and campaign body text.
✓
Generate social media post captions.
✓
Write SMS campaign content.
✓
Create voice flow scripts for the Voice AI canvas.
✓
Generate images using compatible image generation APIs.

Sarvam AI (TTS for Voice)

For Voice AI TTS audio generation, configure your Sarvam AI secret key under Settings → Sarvam AI Setting. Use the Test Connection button to verify the key before using Voice Flows.

AI Tools

AI Auto-Reply

Enable automatic AI-generated replies to inbound messages, or use one-click AI suggestions while manually handling chats.

Modes

Mode	Description
Assisted	Staff clicks ✨ in the chat to generate a suggested reply. Staff reviews before sending.
Rewrite	Staff drafts a reply, then clicks Rewrite to improve tone and clarity using AI.
Auto-reply	AI replies automatically without staff intervention (enable in Settings → AI Reply Status).

⚠️

Review before enabling auto-reply Auto-reply sends messages on your behalf without review. Test with assisted mode first to ensure quality.

Team & Support

Team Members

Invite staff users to your Parimaar workspace. Assign conversations, control access, and collaborate on leads and support tickets.

Roles

Role	Capabilities
Client Owner	Full access to all features, billing, settings, and team management.
Staff	Access to chat inbox, contacts, and assigned conversations. Cannot access billing or settings.

Managing staff

✓
Invite staff by email — they receive a login link.
✓
Enable or disable staff accounts without deleting them.
✓
Assign chat conversations to specific staff members.

Team & Support

Support Tickets

Manage support requests with a built-in ticketing system. Track status, add replies, and resolve issues efficiently.

Ticket lifecycle

✓
Open — new ticket awaiting response.
✓
In Progress — ticket has received a reply and is being worked on.
✓
Resolved — issue fixed; ticket closed.

Features

✓
Create tickets manually or allow contacts to submit via a form.
✓
Add replies and internal notes.
✓
Edit and delete individual replies.
✓
Status filter on the ticket list for quick triage.

Settings

WhatsApp Settings

Configure your WhatsApp Business connection — Cloud API credentials or Rapiwa device sessions.

Cloud API fields

Field	Where to find it
Phone Number ID	Meta for Developers → WhatsApp → Configuration
WABA ID	WhatsApp Business Account ID in Business Manager
Access Token	Generate a permanent token in Meta System Users
Webhook Token	Set any secret string; match it in Meta webhook config

Number verify

The Verify Number tool checks which contacts in a list have active WhatsApp accounts before sending a campaign, reducing delivery failures.

Settings

SMS Settings

Configure your active SMS gateway provider and API credentials for SMS campaigns and transactional messages.

Supported providers

Select your active provider, enter the required API credentials, and click Save.

Provider examples:
  Twilio     — Account SID + Auth Token + From number
  MSG91      — Auth Key + Sender ID
  Exotel     — App SID + API Key + Secret
  Fast2SMS   — API Key
  TextLocal  — API Key
  Plivo      — Auth ID + Auth Token

ℹ️

Changing the active provider takes effect immediately for all outgoing SMS.

Settings

Wallet & Billing

Your prepaid wallet funds SMS sends and Voice AI calls. Top up via multiple payment gateways and download invoices.

Wallet operations

✓
Top-up — add funds via Stripe, PayPal, Razorpay, or offline bank transfer.
✓
Statement — full transaction history with credit/debit entries.
✓
Export — download your wallet statement as CSV.
✓
Invoice download — PDF invoice for every top-up transaction.

How wallet balance is used

Feature	When deducted	Blocking?
SMS campaign	After confirmed send	No — SMS is never blocked by low balance
Voice AI call	After call ends (post-call webhook)	Yes — campaigns cannot start without balance

Settings

Subscription

Choose the plan that fits your usage. Plans gate feature access, message limits, and team size.

Plan feature flags

Feature flag	Description
`voice_ai_access`	Enables the Voice AI module
`ai_agent_access`	Enables AI agent / auto-reply features
`telegram_access`	Enables the Telegram channel
`max_flow_builder`	Max active automation flows
`max_bot_reply`	Max active bot reply rules
`voice_call_cost`	Per-minute Voice AI call rate (INR)
`access_chatwidget`	Enables the website chat widget

Payment gateways

Subscriptions can be paid via Stripe, PayPal, Paddle, Razorpay, Mercado Pago, or offline payment (bank transfer — subject to admin approval).

Managing your subscription

✓
View current plan and expiry date in Subscription → My Subscription.
✓
Upgrade or downgrade to a different plan at any time.
✓
Stop or re-enable auto-renewal.
✓
Download subscription invoices under Subscription → Invoices.

Settings

API Access

Integrate Parimaar with your own systems using the REST API. Create and manage API keys and explore available endpoints.

Authentication

API requests are authenticated using an API key passed as a Bearer token or api_key query parameter.

Authorization: Bearer YOUR_API_KEY

Common endpoints

Endpoint	Description
`POST /api/leads`	Create a new lead / contact from an external source
`GET /api/contacts`	List contacts for your client
`POST /api/send-message`	Send a WhatsApp or SMS message programmatically
`POST /api/webhook/parimaar`	Inbound webhook for custom integrations

Generating an API key

Go to Settings → API and click Generate Key. Copy and store the key securely — it is only shown once.

⚠️

Keep your key secret Do not expose your API key in client-side code or public repositories.