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SocialSync

AI Automation & Agent Inbox

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SocialSync Social Inbox & Automation
Dashboard Agent Inbox 0 Social Comments Content Calendar Contacts Leads Follow-ups & Meetings 0 Templates Campaigns Automations AI Management Knowledge Base Team WhatsApp Numbers Social Channels Social Posting & Voice Settings
Super Admin SaaS
Organizations (Tenants) Platform Settings Integrations Overview Super Admin Users
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Admin

Administrator

Dashboard

Notifications

No new notifications

Install SocialSync App

Run SocialSync as a fast, native app on your home screen!

Active Chats

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Unread Count

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Needs Handover

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Leads Today

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Meetings Today

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Conversion Rate

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Active WA Accounts

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Leads Funnel by Stage

WhatsApp AI Response Split

Campaigns Analytics

Today's Messaging Volume

Inbound Messages -
Outbound Messages -
Total Count -

Today's Meetings

View all
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Customer Name

+1234567890
Review Job App AI Mode
😀😂😍👍🙏🎉🔥💡👏✔️
Welcome message
Pricing details
Confirm appointment
Working hours

No Conversation Selected

Select a customer thread from the left menu to view, reply, and manage AI automation.

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Customer Name

Company Name -
Review: Job applicant with existing Lead record

Contact Information

  • WhatsApp -
  • Email -
  • Source -
  • Category
    Customer

Assignment & Status

Appointments & Bookings

Tags

Notes

Orders & Purchases

Activity History

Public Social Comments

Select a comment from the list to manage and reply

No Active Publishing Accounts Connected!

To publish directly to Facebook or Instagram, please connect your publishing accounts in Settings.

Month Year
Scheduled Posted Draft Failed
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Tue
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No Active Publishing Accounts Connected!

To publish directly to Facebook or Instagram, please connect your publishing credentials below.

Connected Social Publishing Accounts

Connect publishing credentials to auto-publish scheduled content across Meta.

Connect New Social Channel

Click below to authorize SocialSync posting permissions for Meta (Facebook & Instagram):

Connect Facebook Page Connect Instagram Business

AI Brand Voice Profile

The AI Social Content Generator uses these guidelines to craft authentic, brand-aligned posts.

Name WhatsApp Number Email Company Source Tags Created Date Actions
0 selected
Customer Phone Email Company Value Stage Priority Source Assigned Agent Last Update Actions

Win Rate

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Won

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Lost

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Open in Pipeline

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Pipeline Funnel & Conversion

Top Lost Reasons

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Agent Performance

Agent Total Leads Open Won Lost Win Rate Value Won

Source ROI

Source Leads Won Win % Value Won Avg Deal
Customer Due At Reason Status Actions
Customer Date Time Topic Reference Join Status Actions
Reusable WhatsApp message templates — used by Campaigns and Automations.
Name Body Variables Status Updated Actions
Campaign Name Template Used Audience Filter Status Progress Sent / Read / Replied Scheduled At Actions
Run ID Automation Contact Current Step Status Start Time Execution Logs
Title Tags Updated Actions
Manage who has access to this workspace and what they can do.
Name Email WhatsApp Role Status Actions
Connect any WhatsApp number on Getgabs, Ultramsg, Evolution API, or Twilio. Each number gets its own webhook URL to paste into that provider's dashboard.
Label Provider Number Status Webhook Actions

Master Platform Toggles (Backend & UI Switch)

Disable any platform (WhatsApp, Instagram, Facebook, TikTok) to silence its webhooks, block outbound sends, and hide its tab from the Inbox.

Loading channel status...
Connect a Facebook Page to chat over Messenger. Connect Instagram directly to reliably receive DMs from real customers (the Facebook Page's linked Instagram only works for your own admin/tester accounts). Connect a TikTok account to manage DMs and comments.
Label Platform Status Connected Actions

AI Management Control Panel

Configure API keys, select models across Gemini, ChatGPT, Claude, Groq, Mistral, and Custom Endpoints. Also manage ElevenLabs Voice-to-Voice TTS.

Automated Customer Replies

Jab OFF ho, AI live chat reply nahi karega aur follow-up messages nahi bhejega. Inbox mein 'AI Active' badges aur 'Resume AI' button bhi tab tak chhup jayenge. Social post captions is se affect nahi hote.

Loading AI switch...
When you click Test on any AI card, the system will test the AI API key AND send a live test message to this phone number via active WhatsApp gateway.

Google Gemini AI

Google AI Studio
Active Engine

Free key: aistudio.google.com/apikey

API Keys List

OpenAI (ChatGPT)

Official OpenAI API
Active Engine

API key: platform.openai.com/api-keys

API Keys List

Anthropic Claude

Anthropic Console
Active Engine

API key: console.anthropic.com

API Keys List

Groq AI

Ultra-fast LPU Inference
Active Engine

API key: console.groq.com/keys

API Keys List

Mistral AI

Mistral La Plateforme
Active Engine

API key: console.mistral.ai

API Keys List

Custom OpenAI Endpoint

DeepSeek / OpenRouter / Ollama / Local
Active Engine
API Keys List

ElevenLabs Voice-to-Voice TTS Engine

Powers automated WhatsApp / Social voice note responses

API Key from elevenlabs.io

Find your Voice ID in ElevenLabs Voice Library

Lead Capture Settings

Configure AI auto-lead generation sensitivity from customer conversations.

Balanced mode captures potential buyers on Instagram & Messenger who show interest without asking direct pricing questions.

Organization Settings

The name the AI refers to itself as when replying to customers.

Organization Logo

Click to browse or drag & drop

No file chosen — PNG, JPG, SVG accepted

Upload a logo for your organization (High-res PNG/JPG min 300x90px, or vector SVG, max 2MB). Used in headers and tenant views.

AI Assistant Prompts, Tonality & Policies

Configure AI tonality, language policies, and business guardrails. To manage AI Providers (Gemini, ChatGPT, Claude, Groq, Mistral, Custom APIs) or API Keys, use the dedicated AI Management page in the sidebar.

Instruct the AI how to behave (e.g. warm, authoritative, direct).

Specify which script/language to choose during responses.

How the AI should treat transcribed voice-note messages.

Services, Pricing & Offers

Working Hours & Booking

Handoff & Escalation Keywords

If any of these keywords are matched in inbound customer messages, the AI is silenced, the chat status flags "Needs Human", and the support team is pinged.

Automatic Follow-ups

When on, a conversation where we spoke last and the customer never replied automatically gets a follow-up nudge scheduled — no one has to notice and create it by hand.

How long a customer has to stay quiet on WhatsApp or TikTok after our last message before a follow-up gets auto-scheduled.

How long a customer has to stay quiet on Instagram or Facebook before auto-scheduling. Note: Meta platforms have a hard 24h messaging window, so setting this above 20-22h risks the window closing before sending.

Once a contact has had this many nudges in the current silence episode (sent, or the AI decided not to send), they stop being auto-followed-up on until they reply again, which resets the count.

Absolute maximum lifetime follow-up attempts across all episodes for a contact.

Lead Custom Fields Definitions

Define custom data fields (e.g. Budget, Move-in Date, Project Type) that you want to track on your leads.

Field Label Field Key Field Type Dropdown Options (comma-separated) Action

Make sure to click "Save Settings" to write all changes to the server.

Contact Custom Fields Definitions

Define custom classification fields for contacts (e.g. Contact Type: Old Client / Friend / Family / Customer). Admins can add new options here without deploying code.

Field Label Field Key Field Type Dropdown Options (comma-separated) Action

Tip: Create a field with key contact_type and type Dropdown to enable the Contact Type filter on the Contacts list. Make sure to click "Save Settings" to write all changes to the server.

Job Application Detection Settings

When enabled, messages identified as job applications will bypass the sales pipeline and route to the Applications inbox tab.

Classification matches scoring below this threshold will not change the contact's category but will be flagged with a lightweight "Possible Job Applicant" badge.

Deterministic layer keywords (matched case-insensitively, e.g. "cv, resume, vacancy").

The auto-reply message sent immediately when a high-confidence job applicant contact is detected.

HR email address displayed in auto-responses or documentation.

Classification Accuracy Analytics

100.0%
Model Accuracy (30-day window)
0 Classified
0 Manual Corrections

Ad Platform Conversion Feedback

Report stage conversions (Qualified, Negotiation, Won, Lost) automatically back to Meta (WhatsApp & Instagram Ads), TikTok Events, and Google Ads in real-time.

Website Tracking Snippet (Google & TikTok Lead Capture)

Paste this script on your website or landing page. It captures gclid (Google Ads) and ttclid (TikTok Ads) from visitors and submits form leads directly into your SocialSync lead pipeline.

Install SocialSync App

Install SocialSync on your phone or computer for a fast, native app experience with full screen mode and instant push notifications.

Web App Installation Guide

For iPhone / iPad (Safari):

  1. Tap the Share button at the bottom of Safari.
  2. Scroll down and select "Add to Home Screen" .
  3. Tap Add in the top right to complete the installation.

For Android / Chrome:

  1. Tap the three vertical dots menu in the top right corner.
  2. Select "Install app" or "Add to Home screen".
  3. Confirm the prompt to install SocialSync on your home screen.
Already installed? If you see an "Open in app" button in your browser's address bar, the app is already installed! Click it to launch directly.

WhatsApp Webhook Simulator

This panel acts as the WhatsApp provider gateway. Use it to simulate customers sending messages, voice notes, or triggering webhook status reports.

Message Status Events

Modal Title

Disconnect Ad Platform

Are you sure you want to disconnect this ad platform? Conversion events for this platform will no longer be reported.

This action removes saved credentials for this tenant only. Existing leads and contacts remain safe.

Create New Social Post

Create engaging posts for your social channels
0 characters
Leave empty to publish immediately or save as draft.
Preview
Video Upload & Reels Publishing (Step 3 Roadmap)
Video uploading and reels publishing integration is scheduled for Step 3. Text & Image posts are active for testing.

AI Social Content Batch Generator

Generate multiple unique social media posts crafted specifically using your organization's Brand Voice profile.

Post Activity & API Logs