Go to Leads → click "Add Lead" → fill name, phone, status (Hot/Warm/Cold), source, and category. The lead is saved and appears in your pipeline instantly.

Hot = ready to buy soon, high priority. Warm = interested but not urgent. Cold = early stage exploration. New = just added, not yet qualified. Converted = successfully closed. Lost = did not convert after follow-up.

Score is set manually when adding or editing a lead. Auto-Pilot rules can automatically adjust scores based on actions — e.g. "Auto-score new lead on add" sets initial score, "Update score after call logged" adjusts after each call.

Open any lead profile → scroll to Nurture Sequences section → click "Enroll in Sequence" → select the sequence. The lead will receive automated follow-ups per the sequence schedule.

Go to Proposals → New Proposal → select lead, add services/packages with pricing, set validity date, and send. Track when client views the proposal.

When a lead is marked Lost, the Lost Deal Analyzer uses AI to analyze the reason, identify patterns across lost deals, and suggest improvements to your sales process.

All follow-ups appear in Follow-up OS sorted by due date. Overdue ones are highlighted in red. Set follow-up date when editing a lead or after logging a call.

Go to Invoice → Create → select client name, add line items with amounts, set GST%, add due date, and click Send. Invoice is saved and client details auto-fill from leads if matched.

Open the invoice → click "Mark as Paid" → select payment mode and date. Status updates to Paid, logged in Audit Log, and triggers AutoPilot payment rules if enabled.

Set GST percentage per line item when creating an invoice (0%, 5%, 12%, 18%, 28%). GST Tracker automatically aggregates all GST collected for GSTR-1 and GSTR-3B filing.

Yes. Go to Financial Reports → select Monthly or Annual view. See Revenue, Expenses, Gross Profit, and Net Profit. Export as CSV for your accountant.

Go to Expenses → Add Expense → enter amount, category, vendor, date, and payment mode. All expenses feed into P&L Live and Financial Reports automatically.

AI CFO analyzes your financial data — revenue trends, expense patterns, cash flow — and generates actionable recommendations. Ask it questions like "How was my Q1 performance?"

Go to Tax Calendar → it automatically shows GSTR-1 (11th) and GSTR-3B (20th) deadlines every month. Auto-Pilot Finance rules can alert you 5 days before each deadline.

Auto-Pilot is your automation engine — 64 pre-built rules across 8 categories (Lead, Follow-up, Nurture, Invoice, Team, Content, Finance, System). Enable rules to automate repetitive tasks.

Go to Auto-Pilot → find the rule you want → toggle it ON. Rules auto-save instantly. Enable all rules in a category using the category-level "ON" button.

When a new lead is added, this rule automatically calculates and assigns an initial lead score (0-100) based on source, status, and available data.

Rules marked "WA Required" need WhatsApp Business API to be connected. Go to Integration Hub → Connect WhatsApp Business to enable these rules.

Coverage % shows how many of the 64 rules are currently enabled. 0% = no automation. 100% = full automation. Higher coverage means less manual work.

Industry Brain lets you switch VELTRIX OS to your specific industry mode. Activating an industry (e.g. Jewellery) seeds the right lead categories into your CRM and adapts terminology.

Go to Industry Brain → click on any industry card → review what will change in the preview panel → click "Activate [Industry]". Your lead categories update instantly.

Yes. You can switch industries anytime. Existing leads keep their current categories. Only new leads use the updated industry categories. Full switch history is logged.

Old lead categories remain on existing leads. New industry's categories are seeded fresh. You can see all category changes in the Industry Brain preview panel before activating.

Vastu Soul Engine is a unique spiritual business tool. Based on your Rashi (moon sign) and Date of Birth, it generates your business color palette, lucky directions, auspicious days, and an AI-powered Vedic business reading.

Go to Vastu Soul → enter your name, company, date of birth, and select your Rashi → click "Calculate My Energy". Your personalized Vedic business reading is generated by Claude AI.

After calculating your energy, scroll to Live Theme Preview → click "Apply This Theme". Your VELTRIX OS accent colors update to match your Rashi's sacred colors.

Access Control lets Owner manage what each role (Manager, Staff) can access in VELTRIX OS. Toggle 42 modules ON/OFF per role. Changes save instantly to the database.

Go to Access Control → click Manager tab → find the module in the permission matrix → toggle it OFF. The change saves instantly and broadcasts to all devices.

PIN Lock adds a 4-digit PIN protection to sensitive pages (Salary, Settings, Access Control). Set your PIN in Access Control sidebar → Owner PIN Lock → Set PIN.

Owner has full access to all 42 modules. Manager has Sales + Operations access (23 modules). Staff has limited access — own tasks, follow-ups, calendar only (7 modules).

Go to WA Engine → Smart Router → select lead → choose a template → send. Or go to any lead profile → WA icon → compose and send directly.

WA templates are pre-written message scripts for common scenarios — welcome messages, follow-up reminders, invoice delivery, payment receipts. WA Engine has 32 pre-built templates.

Go to Auto-Pilot → enable WA-dependent rules (marked with WA badge) after connecting WhatsApp Business in Integration Hub.

Go to Team OS → Add Member → enter name, role (Manager/Staff), phone, and department. Team member appears in all assignment dropdowns across the app.

Go to Team OS → Tasks → Create Task → set title, assigned member, due date, priority, and related project. Task appears in Day Planner for the assigned member.

Day Planner shows each team member's tasks and follow-ups for today, sorted by priority. Click "AI Plan" for Claude AI to generate an optimized task order.

Go to Salary → add monthly salary record per team member with basic pay, deductions (PF/ESI/TDS), and bonuses. Generate payslip PDF for each member.

Go to Leaves → Apply Leave (for staff) or Approve Leave (for owner/manager). Leave calendar shows team availability. Auto-Pilot alerts on leave overlaps.

SOPs (Standard Operating Procedures) are step-by-step process documents for your team. Go to SOP Library → create SOPs with steps, screenshots, and video links for any business process.

Go to Goals → Add Goal → set target (revenue, leads, tasks), deadline, and assign to self or team. Goals show progress bars and sync with actual data from Leads and Invoice modules.

Projects lets you manage client work with tasks, deadlines, and team assignments. View as Grid, List, or Gantt chart. Link projects to leads and proposals.

Smart Reply uses Claude AI to generate professional replies to client messages. Paste any client message → select tone (formal/friendly/urgent) → Claude generates the perfect response.

Social AI generates Instagram and WhatsApp content for your business. Select content type (reel script, caption, story) → Claude generates platform-optimized content in Hindi/Gujarati/English.

Brand Vault stores your brand identity — logo, colors, fonts, tagline, brand voice. All AI tools reference Brand Vault to generate on-brand content automatically.

Morning Brief generates a personalized AI briefing every morning — pending follow-ups, overdue invoices, team tasks, and daily priorities. Powered by Claude AI using your live data.

Health Score (0-100) measures your overall business health across 6 dimensions: Sales, Finance, Team, Operations, Growth, and AI Usage. Score updates daily based on real activity.

Claude AI is already connected if you see "AI Active" in the top bar. The API key is configured in your server environment. Go to Integration Hub to verify connection status.

Go to Integration Hub → WhatsApp Business → click Connect → enter your WhatsApp Business API key or Twilio Account SID. Enables all WA automation rules.

Go to Integration Hub → Razorpay → click Connect → enter your Razorpay Key ID. Enables payment link generation in invoices and auto-paid status on payment received.

Google Sheets, Meta Ads, Instagram DMs, IndiaMart, JustDial, Google Calendar, Slack, and Tally (Accounting) are coming soon. Click "Notify Me" in Integration Hub to get notified.

Go to Settings → White Label → enter your company name, upload logo, set tagline, and choose primary brand color. These appear throughout VELTRIX OS.

Go to Settings → Language → select from available languages. Interface labels update immediately across all modules.

Go to Settings → Notifications → enable/disable email alerts for leads, follow-ups, invoices, and team events.

Auto-Pilot System rules include "Auto-backup every Sunday night". Enable this rule in Auto-Pilot → System Automation to schedule weekly backups.

Alerts notify you of important events — overdue follow-ups, unpaid invoices, Health Score drops, WA API disconnection, and more. Red badge on Alerts icon shows unread count.

Predictions uses AI to forecast your business metrics — expected revenue next month, lead conversion probability, team productivity trends, and seasonal demand patterns.

Press ⌘K to open universal search. Use ⌘L for Leads, ⌘F for Follow-up, ⌘I for Invoice, ⌘D for Dashboard, ⌘M for Morning Brief, ⌘T for Team OS.

Press ⌘N for New Lead, ⌘I for New Invoice anytime from any page. Press ? to view all keyboard shortcuts. Press V to activate Voice Command in Gujarati/Hindi/English.