How can we help you?
Step-by-step guides to register, buy a package, connect Meta, follow up leads on WhatsApp and resell Nabho AI to your own clients.
Getting started
Understand the account types, then create your account in under 2 minutes.
Which account type is right for me?
Nabho AI has a different panel for each type of user:
How do I register / create an account?
- Open nabhoai.com/register or click Get started on the top of the website.
- Choose the Account type: Company (for your own leads) or Reseller (to manage client accounts).
- Enter your Contact name, Company name (or Agency name for resellers) and your WhatsApp mobile number with country code, e.g.
+91 98xxx xxxxx. - Click Send OTP. A 6-digit code arrives on that number's WhatsApp.
- Enter the OTP and click Verify & create account.
- You are logged in to your panel. Next, choose a package to activate it.
How do I log in?
- Go to Login.
- Log in with your email and password, or choose the WhatsApp OTP option and enter the code sent to your registered number.
- You are taken straight to your own dashboard (Company, Reseller or Employee panel).
nabhoai.com/your-company/dashboard. You can bookmark it.To change your password, open the profile menu (top right) → My profile → Change password.
Packages & payment
Buy or renew a package, try the demo, and understand what happens at expiry.
How do I buy a package? (Company / direct client)
- Log in and open Account → Packages & Billing from the left menu.
- See all available packages with price, duration, lead quota and included modules.
- Click Select & pay by QR on the package you want.
- Scan the payment QR with any UPI app (GPay, PhonePe, Paytm…) and pay the exact Amount due.
- Fill in the UTR / Transaction ID, Amount paid, Payment date & time and upload the Payment screenshot, then submit.
- Status shows Payment verification pending. Once our team verifies it, your package becomes active automatically — the page refreshes on its own.
Can I try it first? (48-hour demo)
Yes. When a demo is offered, a 48 hour demo card appears on top of Packages & Billing (or My Subscription for resellers).
- Click Activate demo (free) or Get demo (if the demo has a small price — pay by QR as above).
- The demo runs for exactly 48 hours. The time left is shown on the card.
- Buy a package before it ends to continue without a break. Only one demo per account.
I was added by a reseller. How do I pay?
Your packages and prices are set by your reseller, and the money goes to them. The Your seller box on Packages & Billing shows who that is.
- Open Packages & Billing → Buy / renew a lead package.
- Click Pay online to pay instantly by card / UPI / net banking — the package activates as soon as the payment is confirmed.
- Or click Pay Cash / COD and pay your reseller directly. The order shows Awaiting offline payment confirmation until your reseller approves it.
What types of packages are there?
- Monthly — all your leads for one month.
- Custom days — all your leads for a fixed number of days.
- Lead quota — a fixed number of leads (e.g. 100 leads). Can have a validity; unused leads either roll over or expire, as shown on the package.
Track usage on Packages & Billing: Quota remaining, My packages, Orders and the Quota ledger (every lead added or used).
What happens when my package expires? Will I lose leads?
No lead is ever lost. Here is what happens:
- 7 days before expiry you get renewal reminders in the panel, on WhatsApp and on email.
- After expiry your ads keep running, so new leads are still captured — they are saved as Locked leads (hidden until renewal).
- When you renew, locked leads are released oldest first as far as your new quota allows.
Connect Meta (Facebook & Instagram leads)
Bring every lead from your Facebook / Instagram lead-form ads into the software automatically.
Who connects Meta — me, my reseller or your team?
For security, the Meta connection is managed from the Reseller panel and our Admin panel — not from the company panel.
Business owner: how do I give my Facebook Page access?
You only do this once. You need to be an admin of your Facebook Page / Business portfolio.
- Ask your reseller (or our team) for their Business ID.
- Open Meta Business Settings and select your business.
- Go to Users → Partners → Add → Give a partner access to your assets, and enter their Business ID.
- Select Pages → tick your Facebook Page → switch on Leads access (and Content / Ads if they also run your ads) → Save.
- In Integrations → Leads access (Leads Access Manager), make sure the partner / CRM is allowed to access the page's leads.
- Send the Page name and the lead form names you want connected to your reseller or our team.
Reseller: how do I add a Meta connection?
Before you start, in Meta for Developers create (or use) a Business app and generate a System User or long-lived access token with these permissions:
- In your Reseller panel open Integrations → Meta Connections.
- Click Add connection and fill: Name, App ID, App secret, Access token, Business ID (Pixel / dataset ID is optional — used for conversion feedback).
- Click Save connection, then Test. Status should turn active.
- Set up the webhook in your Meta app (see the next article) so leads arrive in real time.
Reseller: how do I set the Meta webhook (real-time leads)?
- Open your app in Meta for Developers → Webhooks → choose the Page object.
- Paste the Callback URL and the Verify token shown at the top of your Meta Connections page. The callback URL is:
https://nabhoai.com/webhooks/meta - Click Verify and save, then Subscribe to the leadgen field.
- Make sure the app is in Live mode, otherwise Meta does not send real leads.
Reseller: how do I map a page / form to a client company?
- On Meta Connections click Map page / form to company.
- Select the Connection and the Company that should receive the leads.
- Click Load pages… and pick the client's Facebook Page.
- Click Load forms… and pick a lead form — or leave it as All forms to bring every form of that page.
- Optionally add Ad account ID / Campaign ID, then Save mapping.
- In the mappings list click Subscribe page so Meta starts sending this page's leads.
- Use Sync recent leads to pull the last 7 days of leads from that form (useful for leads that came before mapping).
Leads & follow-ups
Work every lead: call, message, add notes, move stages and never miss a follow-up.
How do I work on a lead?
- Open Sales → Leads. New Meta leads appear here automatically with page, form, campaign and ad details.
- Click a lead to open it. On top you get: Call (click-to-call, logged automatically), WhatsApp, Log outcome and Change stage.
- After talking to the lead click Log outcome: choose contact type (Call / WhatsApp / Meeting / Email), the outcome, notes and — optionally — the Next follow-up date & time.
- Use Add note for anything important. Every note, call, message and stage change is kept in the lead's timeline.
- Move the lead with Change stage (e.g. New → Contacted → Interested → Won / Lost).
How do I schedule and track follow-ups?
- On a lead, click Schedule follow-up (or set Next follow-up while logging an outcome).
- Pick the type (Call, WhatsApp, Meeting…), date & time and a note.
- Open Sales → Follow-ups to see today's, upcoming and overdue follow-ups in one list. Overdue ones are shown in red and marked missed.
- When done, click Done; if it's no longer needed, click Cancel.
How do I add employees and share leads among them?
- Team → Roles & Teams: create roles (what a person can see / do) and teams.
- Team → Employees: add each sales person with name, email / mobile, password and role. They log in from the same Login page.
- Team → Allocation Rules: choose how new leads are assigned — Round robin, Rules (by campaign, ad, form, page or location) or Manual. You can also set daily / monthly limits per person.
- Team → Lead Stages: rename or add stages to match your sales process.
Employee: what do I see and do?
- My Leads — only the leads assigned to you.
- Follow-ups — your follow-ups for today, upcoming and overdue.
- WhatsApp — chats with your leads (if your company allows it).
- Customers / Quotations — if enabled for your role.
- My Performance — your own calls, conversions and follow-ups.
How do I get lead reports on WhatsApp / email?
- In Settings fill the Owner name, Owner WhatsApp number and Owner email. Reports go only to the owner, never to every employee.
- Account → Owner Reports: choose report times (e.g. 2:00 PM and 9:00 PM). Each report is an Excel file with all new leads since the last report — no gaps, no repeats.
- Messaging → Automation → Daily WhatsApp Report: switch on a short daily summary (new leads, follow-ups done, pending and next follow-ups) at your chosen time.
WhatsApp messages
Send messages to leads from your own WhatsApp number — manually, automatically or in bulk.
How do I connect my WhatsApp number?
- Open Messaging → WhatsApp and click Connect WhatsApp.
- Give the connection a name (e.g. "Sales phone"). A QR code appears.
- On the phone whose WhatsApp should send messages, open WhatsApp → ⋮ / Settings → Linked devices → Link a device.
- Scan the QR on the screen. Status changes to connected.
- Use Test to send yourself a test message.
How do I create message templates?
- Open Messaging → Templates → New template.
- Channel: WhatsApp (or Email — then add a subject).
- Write the message. Use placeholders that are filled in for every lead automatically:
{{name}}{{phone}}{{email}}{{company}}{{employee}}{{lead_id}}{{city}}{{campaign}}{{form}}{{lead_link}}
- Keep it Active and Save.
How do I send an instant WhatsApp to every new Meta lead?
- Connect WhatsApp first (above).
- Open Messaging → WhatsApp → New lead WhatsApp messages (Meta leads).
- Switch on Send a WhatsApp message to the new lead and pick a template (or keep the default message).
- Optionally switch on Alert the owner on WhatsApp when a lead arrives and confirm the owner number.
- Save, then use Test without Meta to send a sample "Test Lead" message to your own number.
How do I set automatic follow-up messages (sequences)?
- Create the templates you need first (e.g. Day 1, Day 3, Day 7 messages).
- Open Messaging → Automation → New sequence.
- Name it, then Add step for each message: After X hours → Template. Example: after 2h → "Welcome", after 48h → "Offer reminder", after 168h → "Last chance".
- Keep Stop on reply on so the sequence stops when the lead replies. Mark it Active and save.
- Open a lead → Follow-up sequence to enrol it. Progress and next run show under Enrollments.
Where do I see messages and replies? Can I send in bulk?
- Messaging → Messages — all sent messages and lead replies with delivery status. Replies also show in the lead's timeline.
- Lead page → WhatsApp — send a one-off message to that lead.
- Messaging → Bulk Send — send one template to a filtered group of leads.
- Messaging → Email — add your SMTP details to send emails from your own address.
Resell Nabho AI to your clients
Run it as your own: your logo, your packages, your prices, payments straight to you.
Reseller setup: step by step
- Register as Reseller — on Register choose Reseller and verify the WhatsApp OTP.
- Buy your panel subscription — My Subscription: choose a 1 / 3 / 6 / 12-month plan. Each plan shows how many users and companies you can add. Pay by QR (or start with the demo).
- Add your branding — System → Branding: upload your logo so your clients see your brand.
- Connect your payment gateway — Integrations → My Gateway: add your Razorpay Key ID, Key secret and Webhook secret, mark it Active and Default. Add the webhook URL shown there in your Razorpay dashboard with event
payment.captured. Client payments go directly to your account. - Create your lead packages — Clients → Lead Packages: set your own names, prices, duration / lead quota and modules.
- Connect Meta — add your Meta connection and webhook once.
- Add a client — see the next article.
How do I add a client company?
- Open Clients → Client Companies → Add company.
- Fill company details (name, phone, city, GSTIN, timezone, currency), allocation mode and duplicate policy.
- Fill the Owner details (name, WhatsApp number, email) — they receive lead reports & reminders.
- Create the client's login: Admin name, Admin email and Password. Share these with your client.
- Optionally choose a Package. If the client already paid you in cash / UPI, tick Record offline payment & activate now.
- Save. Then map the client's Facebook page / form to this company — their leads start coming in.
How do I collect payments and renewals from clients?
- Online — clients click Pay online in their panel; money comes to your Razorpay account and the package activates automatically after verification.
- Cash / COD / UPI to you — clients click Pay Cash / COD. Open Clients → Client Payments, check the payment and Approve it to activate the package. You can also record a payment yourself.
- Reminders — clients get renewal reminders automatically from 7 days before expiry.
- Quota & Leads and Reports — see every client's leads, quota usage and performance.
Can my own team help me manage clients?
Yes — add them from System → Staff Users. They log in to your reseller panel and can manage clients for you.
Direct client (using it for your own business)
Everything you need to go live, in order.
Direct client go-live checklist
Direct client vs reseller's client — what's the difference?
Features inside the panel are the same — they depend on the package you buy.
FAQ & troubleshooting
Quick fixes for the most common questions.
My Meta leads are not coming in
Check: (1) your package is active — expired accounts keep leads locked until renewal; (2) the page / form is mapped and Subscribe page was clicked; (3) the Meta app is in Live mode with the leadgen webhook subscribed; (4) Page access with Leads permission was given. Your reseller / our team can use Sync recent leads to pull the last 7 days.
WhatsApp messages are not being sent
Open Messaging → WhatsApp and check the connection status. If it is disconnected, scan a new QR. Keep the phone online. Make sure the template is Active and the lead has a valid phone number with country code.
I am not getting the OTP
The OTP is sent on WhatsApp, not SMS. Check the number and country code, wait a minute and click Resend OTP. Too many attempts are blocked for a short time — wait a few minutes and try again.
I paid but my package is not active
QR payments are activated after verification. Open Packages & Billing → Payment requests to see the status. If it was rejected, read the reason and click Resubmit details.
Will I be charged for duplicate leads?
No. The same Meta lead is never added or charged twice. Phone / email duplicates follow your Duplicate policy in Settings — "mark as duplicate" leads are not charged.
Is my data safe? Can others see my leads?
Every account is separate. A reseller sees only its own clients; an employee sees only their assigned leads. Passwords, tokens and keys are stored encrypted.
Does it work on mobile?
Yes. Every screen works on mobile, tablet and desktop — just open your panel link in the phone browser. You can add it to your home screen.
Still have a question?
Send us an enquiry and our team will help you set everything up.