User Manuals & Platform Guides
Official step-by-step documentation for Smart Business 360 administrators, managers, and agents. Learn how to configure roles, set up social CRM channels, and automate business workflows.
Search all documentationPlatform Administration & Security
System Settings Reference
Company-wide settings manual for file upload limits, task sharing links, financial year status, and integration credentials.
Read GuidePermission Model Reference
Definitive guide to Module.Resource.Action format, wildcards, 13 prebuilt groups, and complete 22-module catalog.
Read GuidePlatform Administration Guide
Master overview guide for platform super admins and tenant admins, 4-layer access logic, and 15-step checklist.
Read GuideMulti-Company Setup Guide
Learn how multi-company management works, data isolation, module entitlements, and first-run implementation sequence.
Read GuideUsers & Roles Setup
Step-by-step guide to provisioning users, creating custom job roles, setting record role scopes, and offboarding checklist.
Read GuideApprovals & Process Automation
Configure multi-tier approval chains, action automation rules, NOC authorities, and trigger-condition-action logic.
Read GuideLeads Inbox & Social CRM Setup
Leads Inbox Overview
Master overview of shared team inbox unifying WhatsApp, Messenger & Instagram Direct into CRM pipeline.
Read GuideConvert Chat to Sales Lead
Turn WhatsApp, Messenger & Instagram chats into CRM leads, AI speed scoring & qualification notes.
Read GuideInstagram Direct Setup
Connect Instagram Professional account, mobile app message permissions, 24h window & troubleshooting.
Read GuideFacebook Messenger Setup
Connect your Facebook Page to Leads Inbox, Page permissions, 7-day human agent extension & troubleshooting.
Read GuideLead Management Guide
Manage the full lead lifecycle — capture, AI scoring, activity logging, status progression & customer conversion.
Read GuideWorking Team Conversations
Guide to reading, replying, labelling, and resolving customer chats across WhatsApp, Messenger & Instagram.
Read GuideWhatsApp Business API Setup
Step-by-step guide to Meta Business Verification, WABA phone number porting, and pre-approved message templates.
Read GuideShared Team Inbox Management
How agents manage unified queues for WhatsApp, Messenger, and Instagram Direct with automatic lead creation.
Read GuideAI Lead Scoring & Qualification
Learn how deal estimation, source channel scoring, and rot-day staleness rules drive higher pipeline conversions.
Read GuideNeed personal onboarding assistance?
Our dedicated support team is available 24/7 to guide you through system setup and team training.