NX CRM Documentation
Everything you need to configure your WhatsApp Business connection, manage team inboxes, build visual automations, and integrate our REST APIs.
Getting Started with NX CRM
Step-by-step onboarding to launch your WhatsApp CRM workspace in minutes.
Connecting Official WhatsApp Cloud API
Connect Meta WhatsApp Business API with zero third-party markups.
Using the Multi-Agent Shared Inbox
Master team chat assignment, private internal notes, and 24-hour service timers.
Managing Contacts & Tags
Organize your customer directory with custom tags, attributes, and CSV sync.
Visual Workflow Builder Guide
Construct branching automations with triggers, conditions, delays, and webhooks.
WhatsApp Message Templates (HSM)
Create, submit, and manage Meta-approved message templates.
Billing, Quotas & Subscriptions
Understand Razorpay payments, contact capacity, and subscription upgrades.
Connecting External Apps & Tools
Connect Google Sheets, Zoho Mail, Calendly, and Payment Gateways.
Public REST API & Outbound Webhooks
Programmatic API access for message dispatch, contact CRUD, and webhook events.