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Getting started with Telemantix

From sign-up to your first worked lead — the order we recommend, with links to the detailed guide for each step.

1. Create your workspace

1
Go to telemantix.com/signup, enter your company and your details, and pick a plan. Free needs no card; Pro and Enterprise start with a 7-day free trial.
2
Or click Continue with Google. You'll then be asked for your company name, phone, industry and team size before you reach the dashboard.
3
You're signed straight in at app.telemantix.com. That's where you'll work every day — bookmark it. You sign in with your email; there's no workspace code to remember.
Tip: Turn on two-factor sign-in for your own account on day one: Security → Two-factor authentication. See Security and two-factor sign-in.

2. Connect where your leads come from

Every lead source ends up in the same Leads list, tagged with where it came from. Connect the ones you use under Integrations (admins and anyone given the integrations permission):

Leads are matched to existing ones by phone number and email, so the same person enquiring twice doesn't create a duplicate — you'll see an Enquired again entry on their record instead.

3. Set up your pipeline

Open Pipeline → Customize stages to rename, recolour, add or remove stages so they match how you sell. Each stage is marked as open, won or lost — that's what the conversion numbers in Analytics and the daily summary use.

Then decide who gets new leads: Settings → Lead Assignment can hand them out automatically (round-robin, or to whoever has the fewest open leads), and Settings → SLA sets how fast a new lead must be contacted before it's flagged. Details: Leads, stages and the pipeline.

4. Invite your team

Go to Users → Invite user, enter their email and choose a role — Admin, Manager, Agent or a custom role you've created. They get an email to set their own password (or use Google). Every plan includes unlimited users. See Users, roles and permissions.

5. Your daily routine

Most of the day happens on two screens:

  • My Day — everything that needs you, most urgent first: WhatsApp chats waiting for a reply, new leads, overdue follow-ups and leads going cold.
  • WA Inbox — the shared WhatsApp inbox for your number.

After every conversation, log it and set the next follow-up so nothing is forgotten. Admins and managers also get a daily summary email at 9 am.

First-week checklist

  1. Two-factor sign-in on for every admin.
  2. WhatsApp connected and a welcome bot switched on.
  3. Meta Lead Ads (and any portals) connected — submit a test lead and check it arrives.
  4. Pipeline stages match your sales process; lead assignment and SLA set.
  5. Team invited with the right roles.
  6. Billing details (with GSTIN, if you have one) filled in under Billing so your invoices are correct.

Still stuck?

WhatsApp us on +91 99103 43016 or raise a ticket from Support Tickets inside the app.

WhatsApp usOpen Telemantix
Next →Leads, stages and the pipeline