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Welcome to the CRAVE Help Center

Everything you need to set up your AI sales employee on WhatsApp, your website and phone calls, on your own, step by step.

The CRAVE AI agent waving hello

What CRAVE does

CRAVE is an AI sales employee for growing businesses. It replies to every new enquiry within seconds, asks the questions your best salesperson would ask, rates the lead, books the meeting or visit, follows up, and hands your team a clean pipeline of buyers who are ready to talk.

Enquiry arrivesWebsite form, web chat, WhatsApp or a phone call
→
AI respondsWhatsApp message and an AI call within seconds
→
QualifiesAsks your questions, rates the lead, works out the deal value
→
BooksOffers free slots from your calendar
→
Your team closesPipeline, tasks, reminders and the mobile app

Where to start

If you just bought a plan, follow the Quickstart. It takes about 30 minutes and covers the six steps in the setup bar at the top of your dashboard.

Words we use

TermWhat it means in CRAVE
ContactAnyone who reached you through a form, web chat, WhatsApp or a call.
LeadA contact who wants to buy. Job seekers go to Spam and partnership requests go to Partners, so they never clutter your pipeline.
AI agentYour AI sales employee. It has one name and one personality across calls, WhatsApp and web chat.
Data sourcesYour website pages and documents the AI answers from.
Lead FlowThe rules for how a new lead is contacted, qualified, moved through stages and followed up.
RatingExcellent, Good or Poor, based on the lead's company and your tier definitions.

Quickstart: live in 30 minutes

Your dashboard shows a setup bar like "Setup 4 of 6" until everything is connected. Follow these six steps in order. Each one links to a detailed guide.

⏱ About 30 minutesWho: account owner or admin
CRAVE · Home
Setup 4 of 6: Connect a calendar →
Good afternoon, Priya
Hot leads 6
New tasks 9
Meetings 4
1Your next setup step
The setup bar always points to the next step that is not done yet.
  1. Choose your business template

    Go to Settings → Business template, pick your industry and fill in your business details. This sets up your pipeline stages, AI questions, lead flow and automations in one click. Guide

  2. Teach CRAVE your business

    Go to Knowledge → Data Sources, enter your website address and click Extract. Add your price list or brochure as a document. Guide

  3. Put the AI chat on your website

    Go to AI Agents → Web Chat → Set up, match your brand colours and paste one line of code into your website. Guide

  4. Connect your enquiry form

    Go to Lead Flow → Lead entry points → Website form → Set up the form so every submission becomes a lead and gets an instant reply. Guide

  5. Connect a calendar

    Go to Settings → Integrations → Calendar and connect Google Calendar or Outlook so the AI only offers times you are free. Guide

  6. Connect WhatsApp and test a call

    Ask our team to connect your WhatsApp Business number, then use Test chat and Test call to hear your AI agent before customers do. WhatsApp · Calls

Tip: Do steps 1 and 2 first. The template decides what the AI asks, and the knowledge decides what it can answer. Everything else builds on them.

How CRAVE works

Every lead follows the same five-step journey. You control each step in Lead Flow.

1. A lead comes in

From any entry point: your website form, the web chat, a WhatsApp message, a call to your business number, or a lead your team adds. Each one instantly becomes a contact, a lead and a card on your pipeline.

2. The first response

Within seconds the lead gets a short WhatsApp message and an AI call. You choose the order: call first (recommended), both at once, or WhatsApp first with a call as backup.

3. Qualification

The AI asks your qualifying questions in natural language, skips anything the lead already answered, works out the deal value and rates the lead's company as Excellent, Good or Poor.

4. Stages and meetings

The AI moves the lead forward through your stages (never backwards) and books a meeting or visit on your calendar. After the meeting, CRAVE asks how it went and moves the lead on.

5. Automations and your team

Rules such as "two days after a quotation, send a WhatsApp follow-up" run on their own. Your team gets tasks, notifications and the full history on the lead's page and in the mobile app.

Everything the AI does is written on the lead's timeline, so your team can always see what was said and why.

Your team and roles

Invite your team from Settings → Team, give each person a role and decide how new leads are shared.

  1. Invite a user

    Click Invite User, enter their email and pick a role. They get an email to join your business.

  2. Choose how leads are assigned

    Under Lead assignment pick Do not assign automatically, Take turns (round robin) or By where the lead came from, then click Save. Existing leads keep their owner.

  3. Install the mobile app

    Sales reps sign in to the CRAVE app on Android or iOS to get hot-lead alerts, call summaries and meeting reminders. See Mobile app.

What each role can do

RoleCan do
OwnerEverything, including the business account.
AdminEverything except the owner's account settings. Can change AI settings and invite people.
ManagerRuns the team: all leads, tasks and meetings. Can change the web chat.
Sales repWorks leads, tasks, meetings and conversations.
SupportReplies to customers in conversations.
View onlyCan look at everything and change nothing.

Plans and usage

CRAVE has four plans: Free, Basic, Standard and Enterprise. You can see exactly what you have used on the Usage page.

Track your usage

Open Usage in the left menu. You will see call minutes, WhatsApp conversations and web chat conversations for this month, last month, 7 days or 30 days, with a day-by-day chart. Click Export CSV to download the numbers.

CRAVE · Usage
Usage
Calls, WhatsApp and web chat this month
Export CSV
Call minutes
364.5
WhatsApp conversations
212
Web chat conversations
96
Example numbers. Your Usage page shows your own figures.

When you reach a limit

Add-on packs top up conversations and call minutes on any paid plan. Your web chat keeps collecting lead details with a simple form so no enquiry is lost. To change plans, contact us from Support.

Plan prices and limits are listed on the CRAVE pricing page. See them on the pricing page.

Business profile and hours

These details are used everywhere: by the AI agents, for money amounts, and for when calls and messages go out.

  1. Open Settings → Business profile

    Fill in Organization Name, Country, Timezone and Currency (INR ₹, USD US$ or SGD S$). Click Save Changes.

  2. Set your business hours

    Tick the days you work and set From and To. Turn on Only during these hours if AI calls and meeting slots should stay inside them. Click Save hours.

Check your timezone. If it is wrong, the AI may call leads at night or offer meeting times that do not suit you.

Choose a business template

A template sets up everything for your industry at once: pipeline stages, what the AI asks, how it first contacts a lead, and ready-made automations. You can change any part later.

CRAVE · Settings · Business template
1 · Choose your industry
General
Qualify every lead and book discovery calls
E-commerce / online store
Answer shoppers 24/7 and win big orders
Healthcare
Automate patient support and booking
Real Estate
Education
Home Services
Apply E-commerce
1Pick your industry 2Apply
  1. Go to Settings → Business template

    Your current template and the date it was applied are shown at the top.

  2. Choose your industry

    Pick the card that matches how you sell. Each card shows its stages, first response and the questions it asks.

  3. Fill in your business details

    Business name, what you sell (one line), where you deliver, your showroom or office address, opening hours and currency. The AI uses these when it talks to customers.

  4. Review what will be set up

    Untick anything you want to keep as it is: pipeline stages, deal value rules, first response, the AI agents' scripts, lead scoring and automations. Your existing automations always stay.

  5. Click Apply

    The button shows the template name, for example Apply Healthcare.

Available templates

TemplatePipeline stagesFirst response
GeneralNew → Contacted → Qualified → Meeting booked → Proposal sent → Converted / LostAI call first, WhatsApp follow-up
E-commerce / online storeEnquiry → Requirement → Video call / visit → Quotation → Order placedWhatsApp first, AI replies 24/7, call as backup
HealthcareEnquiry → Contacted → Needs understood → Consultation booked → Treatment startedWhatsApp first, call if no reply. Never gives a diagnosis or final price.
Real EstateEnquiry → Contacted → Requirement known → Site visit booked → Negotiation → BookedAI call within a minute, WhatsApp follow-up
Fitness & WellnessEnquiry → Contacted → Goal known → Trial booked → Membership offered → MemberAI call within a minute
Travel & HospitalityEnquiry → Contacted → Trip details known → Planning call → Quote sent → BookedAI call, WhatsApp 24/7
Education & CoachingEnquiry → Contacted → Course chosen → Counselling booked → Fee shared → EnrolledAI call within a minute
Home ServicesEnquiry → Contacted → Job understood → Inspection booked → Quote sent → Job wonAI call within a minute
AutomotiveEnquiry → Contacted → Requirement known → Test drive booked → Offer shared → BookedAI call within a minute
Insurance & FinanceEnquiry → Contacted → Need understood → Advisory call booked → Application → ClosedAI call within a minute

Switching templates is safe. Leads keep their data, and renamed stages keep their leads. Your previous call agent is saved, so you can switch back any time.

Teach CRAVE your business

Add your website and documents once. The web chat, WhatsApp and call agents all answer your customers from them, so they never make up prices or policies.

CRAVE · Knowledge · Data Sources
What your AI agents know
Your website
We find all its pages; you choose which ones the AI learns from.
https://yourbusiness.comExtract
Documents
PDF · DOCX · DOC · TXT · CSV
up to 10 MB each
Your data sources184 website pages · 3 documents
yourbusiness.com · WebsiteReady
1Paste your website

Add your website

  1. Open Knowledge → Data Sources

    Type your website address, for example yourbusiness.com, and click Extract.

  2. Pick the pages to use

    CRAVE finds every page. Untick pages that should not be used, like careers or old offers.

  3. Wait for Ready

    The AI learns the pages. The source shows Ready and which channels use it: Web chat, WhatsApp and Calls.

Upload documents

Drag files onto Documents or click choose. PDF, DOCX, DOC, TXT and CSV files up to 10 MB each are supported. Good documents to add: your price list, product catalogue, brochure, delivery and return policy, and FAQs.

Tip: Put all your prices and plans in one document and upload it. The AI answers price questions far more accurately from one clear source.

Test what the AI knows

Under Test what your AI knows, choose Web chat, WhatsApp or Calls, type a customer question and click Test. Try questions like "What services do you offer?" or "What are your opening hours?".

Fix knowledge gaps

When the AI cannot answer a question, it appears in Knowledge → Knowledge Gaps with what the customer asked, the channel and a link to the conversation. For each gap choose:

  • Answer now to teach the AI the answer,
  • Mark fixed if you already added the information elsewhere,
  • Dismiss if it does not need an answer.

You can filter by channel, export gaps to Word or CSV, and click Re-check open gaps after adding new content.

Write quick answers

In Knowledge → Quick Answers, add pairs of When the client asks or says and The agent answers or does. The AI uses your facts in its own words, on calls, WhatsApp and web chat.

When the client asks or saysThe agent answers or does
Are you open on Sundays?Our showroom is open Sunday 11 AM to 6 PM.
I'm looking for a jobThanks for your interest. Please send your CV to careers@yourbusiness.com.
Do you offer EMI?Yes, 3 to 12 month EMI on orders above ₹20,000.

Your AI agent's name and personality

Your AI agent has one name and one personality on every channel. Set it once in AI Agents.

  1. Open AI Agents

    Scroll to Your AI agent.

  2. Name and tone

    Give the agent a name and choose a Tone: Professional, Friendly or Casual.

  3. Personality

    Describe how it should sound in a few sentences, for example "warm, patient and to the point; never pushy".

  4. When it does not know the answer

    Write what it says, for example "I'm not sure about that one. Let me get someone from our team to help you."

  5. Words that bring in a person

    List words that hand the conversation to your team, one per line, such as manager, complaint, refund.

  6. When your team is away

    Write what the agent says outside working hours, then click Save.

If your channels show different names today, saving here sets one name on all of them.

Add the AI chat to your website

Four short steps in AI Agents → Web Chat → Set up. The live preview on the right shows every change as you make it.

⏱ About 10 minutesWorks on any website
CRAVE · AI Agents · Web Chat Widget
Web Chat Widget Live on your website
2 of 4 done
✓ Teach it your business Your data sources
2 · Match your brand
Theme colour #2350D9
Header textUrban Living
3 · Turn chats into leads
4 · Add it to your website
Urban Living
Usually replies instantly
Hi there! How can I help you today?
PricingBook a visit
Live preview
2Your colours and text

Step 1: Teach it your business

The chat answers from your data sources. If you have not added your website yet, do that first.

Step 2: Match your brand

  • Theme colour: the top bar, chat button, the visitor's messages and buttons. Paste your brand hex code or use the picker.
  • Text colour: Automatic, White or Black for the name and icons on the top bar.
  • Widget logo: square (1:1), at least 128 × 128 px (256 × 256 px is ideal). PNG, JPG or WebP up to 1 MB. A transparent PNG works best.
  • Header text (up to 60 characters) and Welcome text (up to 300 characters).
  • Hide widget on mobile: removes the chat button on phones only.
  • Horizontal and vertical position: distance in px from the right and bottom of the screen. Raise it above a bottom menu or cart bar.

Step 3: Turn chats into leads

Choose one or both ways to collect visitor details:

  • Lead capture form: a short form inside the chat. Switch on name, email, phone and country, set the form heading and button text, and choose after how many visitor messages it appears.
  • AI lead capture: once the visitor is interested (a quote, a call, a booking), the AI asks for their details naturally while chatting.

If you use an Advanced workflow that already has a form step, turn the lead capture form off so visitors are not asked twice.

Step 4: Add it to your website

  1. Copy your chat code

    Click Copy code. It is one line, the same for every page. It loads in the background and never changes how your site looks. It looks like this (your dashboard shows your real chat id):

    HTML
    <script src="https://crave-app.webshark.tech/widget/v1/loader.js"
            data-widget-id="cw_xxxxxxxxxxxxxxxxxxxxxxxx" async></script>
  2. Paste it into your website

    Pick your platform below and follow the steps. The code goes on its own line, once per site, usually just above </body>.

    1. Open your website's files, or ask whoever manages the site.
    2. Find the part every page shares: usually a footer or layout file (e.g. footer.php, layout.html, _document.js). On a plain HTML site, do this on every page.
    3. Paste the code on its own line just above </body>.
    4. Save and upload or publish the change.

    Someone else manages your site? Click Copy instructions for them in the dashboard and send it to your developer.

  3. Allow your website (recommended)

    Add your domain, one per line, for example yourbusiness.com. A domain also allows its subdomains. The chat then only runs on your sites, so nobody can copy your code onto theirs. Leaving it empty allows any website, which is fine while testing. Click Save changes.

  4. Switch the chat on

    Turn on Show on website at the top of the page. Visitors now see the chat button on every page that has the code.

  5. Check it on your site

    Open your website in a new tab and refresh once. The chat button appears in the bottom-right corner, and the dashboard shows Installed on yourbusiness.com with when it last loaded.

React, Next.js and other single-page apps

  • Load the script once, in the global layout, not inside individual page components.
  • Next.js: add it in app/layout.tsx (or pages/_document.js) using next/script with strategy="afterInteractive".
  • React (Vite / CRA): paste it into index.html just above </body>.
  • Vue / Nuxt / Angular: add it to the root index.html or the app shell.
  • If your site uses a strict Content Security Policy, allow your CRAVE domain for scripts and connections.
app/layout.tsx
import Script from 'next/script';

// inside <body>
<Script src="https://crave-app.webshark.tech/widget/v1/loader.js"
        data-widget-id="cw_xxxxxxxxxxxxxxxxxxxxxxxx"
        strategy="afterInteractive" />

Connect your website forms

Keep your existing contact form. CRAVE gets a copy of every submission, creates the lead and starts the first response within a minute. Works with WordPress, Shopify and any website.

CRAVE · Lead Flow · Custom Forms
Contact Form Connected website form
On
✓ Find your form2 Add to your website3 Test it
Connect script
Your website keeps its own form
Send from your system
Zapier, Make or your server
WordPressShopifyMagentoReactNext.jsPHP / LaravelHTMLWebflow / Wix
<script src="https://crave-app.webshark.tech/form/v1/loader.js" data-api="https://crave-app.webshark.tech" data-crave-connect="cf_xxxxxxxx" async></script>
1Pick how forms are sent

Set up a form

  1. Open Lead Flow → Lead entry points

    On the Website form card click Set up the form, then New form.

  2. Find your form

    Pick the form on your website that brings in enquiries.

  3. Add to your website

    Choose Connect script (recommended), pick how your website is built and paste the one line of code. Your form keeps working exactly as before.

  4. Test it

    Click I've added the code: test it and send a test enquiry. The form shows Installed on yourbusiness.com and the lead count goes up.

Where to paste the code

  1. Install the free plugin WPCode (Plugins → Add New → "WPCode") if you don't have a header and footer plugin.
  2. Code Snippets → Header & Footer, paste the code into Footer and save.
  3. Works with Contact Form 7, WPForms, Elementor, Gravity Forms, Ninja Forms and theme forms.

Forms that send with JavaScript

If your form has no <form> tag or sends with fetch, call CRAVE yourself after your own logic. Use the form id shown in your dashboard.

JavaScript
async function onSubmit(values) {
  // your own logic …
  await window.CraveForms?.send('cf_xxxxxxxxxxxxxxxxxxxxxxxx', {
    name: values.name,
    phone: values.phone,
    email: values.email,
    message: values.message,
  });
}

Send from your own system

Choose Send from your system when your server, a CRM or a tool such as Zapier, Make or a WordPress add-on should post the enquiry instead. The dashboard shows the address to post to and the fields it expects. Send at least a phone or an email, plus a name and the message if you have them.

Include the country code in phone numbers (for example +91 98765 43210) so the WhatsApp message and AI call reach the lead.

WhatsApp AI agent

Your AI agent answers leads on your own WhatsApp Business number, qualifies them and books meetings. Set it up in AI Agents → WhatsApp → Set up.

CRAVE · AI Agents · WhatsApp Integration
WhatsApp Integration Connected
Basic · Advanced
Your numberAgentTemplatesBooking
WhatsApp templates
Variables: {{1}} first name, {{2}} your business, {{3}} your AI agent's name
Hi {{1}}, thanks for your enquiry with {{2}}! I'm {{3}}, I'll call you in a minute.
Test chat
Chat as a lead who just filled your form, without WhatsApp.
Lead name
What are you looking for?
Start the chat
1Four tabs 2Try it safely

Your number

CRAVE sends and receives through your WhatsApp Business number on Meta's official platform. Our team connects the number for you: contact support with the number you want to use. Until it is connected, the tab shows Number not connected and the AI cannot reply on WhatsApp.

A number that is active on the regular WhatsApp or WhatsApp Business app must be moved to the Business Platform first. Our team guides you through this; the number stays registered to your business.

Agent

The Agent tab sets who replies on WhatsApp. Add About your business and any Special instructions for WhatsApp, such as "Always share the catalogue PDF when someone asks for prices". The name and personality come from your AI agent. Changes apply to the next reply.

Templates

WhatsApp only lets a business start a conversation, or write after 24 hours of silence, with a template approved by Meta. Set these four, or click Use the suggested text:

TemplateWhen it is sent
First message after the formRight after a website form is submitted.
Follow-up after an answered callWhen the lead has not written in 24 hours and the AI needs to follow up.
"We tried calling"When the first AI call is not answered and the AI takes over on WhatsApp.
Back in stock (online stores)When a product a customer asked about is in stock again. Here {{2}} is the product.

Variables: {{1}} first name, {{2}} your business, {{3}} your AI agent's name. If a template is missing, that message is skipped. Click Save templates.

Booking

With Can book meetings on, the agent checks free times and books the slot the lead picks, using the same calendar rules as the AI call agent. With Google Calendar connected, the lead gets the Google Meet link in the chat. See Calendars.

Test before going live

Use Test chat on the right: enter a lead name and what they are looking for, then click Submit the form and start the chat. It uses your saved settings, books real appointments and rates the lead, but sends nothing to WhatsApp. A test contact and lead are created so you can see the result.

AI call agent

The AI call agent answers your business number and calls your new leads within seconds, in a natural Indian voice. Set it up in AI Agents → Voice → Set up.

Call agents

You can keep several call agents, each with its own voice and script, but only one is On the line at a time. Your business hours and Quick Answers are shared by all of them. Click Create an agent and describe what you need in a chat, and CRAVE writes the script for you.

Agent Studio

Open an agent to see the Agent Studio. Tell it in your own words how the agent should work, for example:

  • "Set it up for my business: we are a dental clinic in Indiranagar…"
  • "On incoming calls, greet callers with: Thanks for calling Sunrise Dental."
  • "Only call between 10 am and 7 pm, Monday to Saturday."
  • "If they ask about prices, say: consultations start at ₹500."
  • "Use a female voice and speak Hindi."

The panel on the right shows the result: name, voice, language, speaking speed, role, personality and rules. Switch to Advanced to edit any field directly.

What the agent says

Call typeWhat you set
Outgoing calls (a new lead)Opening line, what it finds out (your qualifying questions), how it ends, and the voicemail message.
Incoming calls (someone calls your number)Whether it answers, the greeting, what it finds out and how it ends.
Call-backsCalling back people who rang your own phone and were not answered, with its own opening line.

When it calls

  • Calls a new lead a set time after it comes in (for example 10 seconds).
  • Only inside your business hours; outside them the call waits.
  • No answer: tries again after 1 minute, then 2 minutes, then 1 day (up to 4 calls).
  • Leads who say "remove me" are never called again.
  • Can book meetings during the call (for example 30 minutes long).

Change these in Lead Flow → First response → Call timing.

Phone number and your own phone

The Phone number tab shows your CRAVE business number. Click Connect number for incoming calls so the AI answers it. With the CRAVE mobile app on your phone, missed or declined calls to your own number can be returned by the AI from your CRAVE number during business hours. You get 10 seconds to tap Don't call, or tap Transfer to AI agent while it rings.

Test call

Click Test call at the top right and enter your own number. Listen to the opening, answer the questions, and adjust the script until it sounds right.

Tip: Keep the opening line short and ask permission, for example "Hi Priya, this is Arjun from Urban Living. Is this a good time to talk?" Callers stay on the line much longer.

Lead entry points

Every lead, from any entry point, becomes a contact, a lead and a card on your pipeline straight away. See them in Lead Flow → Step 1.

Entry pointWhat happensSet up in
Website formA short WhatsApp heads-up, then the AI calls.Connect your forms
WhatsApp messageThe AI replies within seconds and qualifies the lead.WhatsApp AI agent
Incoming phone callThe AI answers, qualifies and can book a visit.AI call agent
Website chatThe AI answers, collects details once the visitor is interested, then does what you choose next.Web chat
Added by your teamGoes straight into the stage you choose.Leads → Add lead

After a website chat

Choose what happens after a visitor becomes a lead in the chat: Nothing more (your team follows up), Continue on WhatsApp, AI calls them, or Same as a website form.

To upload a list of people, use Import in Contacts.

First response

How CRAVE reaches a new lead in the first minutes. Choose a flow in Lead Flow → Step 2. A lead who messages you first on WhatsApp is always answered by the AI.

FlowWhat happens after a formBest for
Call first (recommended)WhatsApp heads-up within seconds ("We will call you in a minute"), then the AI call. If answered, the AI follows up on WhatsApp with a recap. If not, the AI takes over on WhatsApp and call retries stop once the lead is chatting.High-value services, real estate, B2B
Both at onceThe AI starts qualifying on WhatsApp within seconds, and the call still goes out after the call delay.Busy sales teams that want speed
WhatsApp first, call as backupThe AI qualifies on WhatsApp. It calls only if the lead has not replied after the wait time.Retail, e-commerce, clinics

Fine-tune the details

  • Send a WhatsApp right after the form using your first template.
  • WhatsApp waits while the AI call is on, so the lead is not messaged mid-call.
  • WhatsApp follow-up after an answered call: thanks, a short recap and what happens next.
  • Stop call retries once the lead is chatting on WhatsApp.
  • AI call after WhatsApp qualification: Never, Only if not called yet, or Always.

Booking rules

Set the Meeting length in minutes and how many days ahead leads can book. Free times come from your business hours and connected calendars. Click Save rules.

Qualification and deal value

What the AI finds out from every lead, and how a deal value is put on each card. Set it in Lead Flow → Step 3.

Qualifying questions

The AI asks these in order on calls and WhatsApp, in its own natural words, and skips any the lead already answered. Add up to 10 questions, then click Save for calls and WhatsApp to use one list on both.

Example questions
1. What are you looking for?
2. Is it for your home or for a business?
3. Which city should we deliver to?
4. What is your budget?
5. When do you need it?

Deal value

After every call and chat, the AI works out what the lead wants and puts a value on their card, so each stage shows the money waiting. Add your packages under What you sell, explain how to work out the value, and set a Default value for qualified leads where no amount came up. A value your team types is never changed by the AI.

Stages and meetings

Design the stages a lead moves through in Lead Flow → Step 4. The AI moves leads forward on its own, never backwards, never into Converted, and never a lead your team moved.

For each stage, set

  • Type: Open, Converted (closes) or Lost (closes, asks why).
  • Leads come here when: your team moves them, a new lead comes in, the AI has contacted them, qualified them, a meeting is booked, and so on.
  • Show on board or Team only.
  • Notify: nobody, the assigned person, the owner or the whole team.
  • Chance to win as a percentage, used for your pipeline value.

After a meeting

Turn on Ask for the outcome when a meeting ends, choose who is asked and when. They get a task "How did the meeting go?" with four answers:

CompletedThe lead moves to the next stage
No-showYour no-show automations run
ReschedulePick a new time
LostMarked lost with a reason

Stuck leads

Set how many days without a move makes a lead stuck. Stuck leads get an amber badge and the assigned person gets one notification per stage.

Automations

Rules that run by themselves: when something happens to a lead, wait if you want, then send a WhatsApp, create a task or notify someone. Manage them in Lead Flow → Step 5.

Ready-made examples

WhenThen
A lead enters QualifiedTask "Prepare the quotation" for the assigned person, due in 4 hours
A lead enters Proposal sentWait 2 days; if still there, WhatsApp "Did you get a chance to look at the quote?"
The AI rates a lead ExcellentNotify the owner
A booked meeting is a no-showWait 2 hours, WhatsApp to offer a new time and a task to rebook
A lead enters ConvertedWhatsApp thank-you message

Create an automation

  1. Click New automation

    Choose the trigger, for example "A lead enters a stage".

  2. Add a wait (optional)

    For example "Wait 2 days, if still there".

  3. Add one or more actions

    Send a WhatsApp, create a task, notify someone.

  4. Save and switch it on

    Each automation shows how many times it ran. Click See as flowchart to view all of them together.

Built-in safety: each automation runs at most once per lead per hour, a lead gets at most 20 automation runs per hour, and everything an automation does is written on the lead's timeline.

Lead rating

Once the AI knows a lead's company, it searches the web and places the company in one of three tiers. Describe each tier in Settings → Lead Rating.

Excellent (Tier 1)e.g. "Chains with 5+ outlets, or orders above ₹5 lakh"
Good (Tier 2)e.g. "Single-store owners and interior designers"
Poor (Tier 3)e.g. "Students, one-off small repairs"
  1. Describe each tier in plain words

    Use real examples from your industry. Click Save.

  2. Test a company

    Type a company name (add the city if the name is common) and click Test. It runs a real web search with your definitions, even before you save, and nothing is saved on any lead. Each test is a paid search.

If the AI cannot identify the company, the lead stays Not rated. Leads already rated keep their tier; changes apply to new checks.

Home dashboard

Home is your morning briefing: what needs a person, how many leads came in, what the AI did, and how each channel is doing.

CRAVE · Home
Needs your attention
Needs a person 2
Hot leads 6
Overdue tasks 1
New leads
128
Meetings booked
24
Pipeline value
₹18.6L
Your AI sales employee
Reached 124 of 128 new leads, usually within 9 sec.
Example data.

Choose your attention cards

Go to Settings → Dashboard to pin up to 8 cards for the whole team, such as Needs a person, Hot leads, Customers waiting, Website chats waiting, Stuck leads, Tasks due today and Meetings today. You can also pin any pipeline stage. Below Home cards, hide sections you do not need (this is saved in your browser).

Date range and test data

Switch between Today, 7 days, 30 days and 90 days at the top right. The Test data switch shows sample data so you can explore the dashboard before real leads arrive.

Leads and contacts

Contacts holds everyone who reached you. Leads holds only people who want to buy, so your team spends time where it counts.

Leads

  • Tabs by stage: All leads, New, Contacted, Qualified, Meeting booked, Converted, Lost and Nurture.
  • Filter by date and more, sort, choose columns, and click Export for a CSV.
  • Click Add lead to add one yourself, or Open Pipeline for the board view.

The lead page

Each lead shows who they are, the rating, deal value and owner, a stage tracker, and quick actions: Call with AI, Reply by email, Book meeting and WhatsApp. Below that you see the next step, first response time, how many times they were reached, and the full timeline.

Contacts

Contacts are sorted into Leads, Partners and Spam (for example job seekers). When two contacts share a phone or email, CRAVE warns you: tick both and merge them.

Conversations

One inbox for every call, WhatsApp chat and web chat, with filters for Needs a reply, Became leads and Closed.

  • Filter by channel: All, Calls, WhatsApp or Web chat.
  • The top shows conversations, how many need a reply, how many became leads and missed calls.
  • Calls show the AI's summary; open one to read the full transcript.
  • Take over any chat and reply yourself. The AI waits while a person is replying.

Meetings and tasks

Meetings

See every meeting booked by the AI or your team by month, week, day or as a list. Click Book meeting to add one. Connect your calendar first so the AI only offers free times. After each meeting you are asked for the outcome; see Stages and meetings.

Tasks

Tasks come from automations ("Prepare the quotation"), from the AI ("Call this lead") and from your team. Each has a priority and due date, and overdue tasks are flagged in red on Home.

Mobile app for your team

The CRAVE app on Android and iOS keeps your sales reps in the loop wherever they are.

  1. Install the app

    Download CRAVE from Google Play or the App Store. Your CRAVE specialist shares the download link when your account is set up.

  2. Sign in

    Use the same email you were invited with. See Your team and roles.

  3. Allow notifications and phone access

    Needed for hot-lead alerts and for the AI to return missed calls.

What reps can do

  • Get alerts for hot leads, new tasks and meetings.
  • Read the AI summary before calling a lead.
  • Log meeting outcomes and set the next step.
  • When your own phone rings, see who it is. Tap Transfer to AI agent, or let the AI call back missed calls from your CRAVE number.

Calendars

Connect a calendar so meetings booked by you or the AI land in it, and the AI only offers times you are free. Go to Settings → Integrations → Calendar.

CRAVE · Settings · Integrations
Calendar Nothing connected yet
Google CalendarMicrosoft Outlook
G
Not connected
Meetings go into your Google Calendar with a Meet link.
Connect with Google
Your connections
Google Calendar Off
Microsoft Outlook Off
Zoho Calendar Off
Zoom Off
Calendly Off
1Connect

Connect Google Calendar

  1. Click Connect with Google
  2. Choose your work account

    Pick the Google account whose calendar you use for work.

  3. Click Allow

    Google asks to let CRAVE see and edit your calendar events.

  4. Done

    You come back to CRAVE and Google Calendar shows as connected.

Once connected

  • Meetings booked by you or the AI appear in your calendar with a Google Meet link.
  • The AI checks your calendar and only offers free times.
  • Moving or cancelling a meeting in CRAVE updates your calendar.

Microsoft Outlook (Outlook, Microsoft 365, Teams), Zoho Calendar, Zoom and Calendly connect the same way. Each team member connects their own calendars.

Email mailbox

Lead emails go out from your own mailbox, appear in its Sent folder and copy your team. Replies come back onto the lead's page every 3 minutes.

  1. Go to Settings → Integrations → Email mailbox

    Choose your mail service: Zoho Mail (India, .com or Europe) or Other mailbox (SMTP + IMAP).

  2. Enter the mailbox address and an app password

    Your normal password will not work when two-step sign-in is on. Add a sender name and people to Always CC, such as your sales head.

  3. Connect

    CRAVE checks sending and reading before it saves.

  4. Send test email

    Check it arrives, the CC people are copied, and it is in the mailbox's Sent folder.

Zoho Mail: before you connect

  1. Sign in to Zoho Mail as the mailbox (for example sales@), open Settings → Mail Accounts → IMAP and turn IMAP access on.
  2. Create an app password: accounts.zoho.in → Security → App Passwords → Generate (name it "CRAVE").
  3. Pick the Zoho region your account was made in (accounts made in India: zoho.in).

Shopify store

Connect your Shopify store so the AI agents can answer about products, prices, stock and orders. CRAVE only reads; it never changes your store.

  1. Go to Settings → Integrations → Shopify

    Enter your store address, for example yourstore.myshopify.com.

  2. Choose how to connect

    App Client ID + secret (recommended) or an existing access token. Click Where do I find these? for a walkthrough of your Shopify admin.

  3. Click Connect Shopify

    Then ask a stock question in Test chat to check it works.

To capture Shopify contact forms as leads, see Connect your website forms. To add the chat to your store, see Add the AI chat.

Troubleshooting

Most problems come down to a missing line of code, a domain that is not allowed, or a channel that is not connected yet.

The chat button does not appear

  • Check the code is on the page, just above </body>, and that the change was published.
  • Check Show on website is on in AI Agents → Web Chat.
  • Check your domain is in the allowed list (step 3 of Add it to your website), or leave the list empty while testing.
  • Refresh with the cache cleared, and turn off ad blockers while testing.
  • Hidden on phones? Check Hide widget on mobile.
  • Still nothing? Use Or open a test page with your chat in the dashboard to confirm the chat itself works.

Form submissions are not becoming leads

  • The form setup must show Installed on yourbusiness.com. If not, the script is missing from that page.
  • The form must have a phone or email field.
  • On Magento, flush the cache. On WordPress caching plugins, clear the cache.
  • For forms sent with JavaScript only, add CraveForms.send(); see Forms that send with JavaScript.

The AI is not replying on WhatsApp

  • WhatsApp Integration must show the number as connected. Contact support to connect it.
  • To start a conversation, an approved template is needed. Check the Templates tab.

AI calls are not going out

  • Calls only go out inside your business hours. Check your timezone in Business profile.
  • Make sure one call agent is On the line.
  • Phone numbers need the country code.
  • Leads who asked to be removed are never called.

Meetings are not showing in my calendar

Reconnect the calendar in Settings → Integrations and make sure you chose your work account. Each team member connects their own calendar.

Frequently asked questions

Which languages does CRAVE speak?

English, Hindi, Kannada and other Indian languages, with natural pronunciation on calls. Chats reply in the language the customer writes in.

Will the AI make things up?

It answers from your data sources and quick answers. When it is unsure it says so, brings in your team, and adds the question to Knowledge Gaps.

Can my team take over a conversation?

Yes, from Conversations or the mobile app. You can also list words that always bring in a person.

Is my data safe?

CRAVE is built and run by Webshark, an ISO 27001 and CMMI Level 3 certified company. Each team member only sees what their role allows.

Do I need a developer?

No. Installing the chat and connecting forms is copy and paste. If someone else manages your site, use Copy instructions for them, or ask our team to do it with you.

Contact support

Our team helps with setup, connecting your WhatsApp number, scripts for your AI agent and anything in these docs.

Talk to a CRAVE specialist

Email sales@webshark.tech
Phone +91 76203 61284

A CRAVE support specialist on a call

What to include

  • Your business name and the email you sign in with.
  • Which page or step you are on, and a screenshot if you can.
  • For website problems: your website address and platform (WordPress, Shopify and so on).

CRAVE is a product of Webshark Web Services Pvt. Ltd., Bengaluru.

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