Docs
Getting Easify running.
Short guides for setting the system up and working it day to day. If something here is out of date, tell us and we will fix it.
Setup
Getting started
What happens in the first session: creating your company, adding users, and deciding how leads should be distributed.
Connecting Meta
Linking your Meta ad account so lead forms arrive automatically and each lead is attributed to the ad that produced it.
Connecting WhatsApp
Putting the company WhatsApp number into Easify so inbound messages become leads and the conversation stays on the record.
Daily use
Assignment and follow-ups
How a new lead reaches an agent, how the next action gets a date, and what a manager should be watching.
Dashboard and reports
Reading the dashboard: agent performance, campaign comparison, new leads against sales, and what to take into a sales meeting.
More guides are on the way.
Ready to see it on your own leads?
Fourteen days on your own data, no card required. We set up WhatsApp and Meta with you.