Business Information
Used across invoices, letterheads, and reports
Pipeline Stages
These stage names appear in your Leads pipeline view.
Lead Sources
Comma-separated list of lead sources
Lead Categories
PWA Install Guide
Install VELTRIX OS as an app on any device
Chrome / Android: Tap the menu (⋮) → "Add to Home screen" → Install.
iPhone / Safari: Tap the Share icon → "Add to Home Screen" → Add.
Desktop Chrome: Click the install icon (⊕) in the address bar → Install.
iPhone / Safari: Tap the Share icon → "Add to Home Screen" → Add.
Desktop Chrome: Click the install icon (⊕) in the address bar → Install.
Claude AI
Powers Smart Reply, Morning Brief, Vastu Soul, AI CFO, and 32 AI agents
Saving here won't change which key the app actually uses yet — the real key is currently set only in the server's environment configuration. This field is for reference / future use.
WhatsApp Business
Meta Business API for automated WhatsApp messaging
Razorpay
Payment links in invoices and auto-paid status
Notification Preferences
Browser Notifications
Show desktop alerts for new leads and follow-ups
Email Notifications
Daily digest and important alerts via email
WhatsApp Notifications
Send critical alerts via your personal WhatsApp
Digest Frequency
Theme
Dark
Light
Vastu
Navigation Style
Language & Font
Brand Identity
Live Preview
Module Visibility
Hide modules you don't use
Dashboard
Dashboard
Morning Brief
Sales
Leads (CRM)
Follow-up
Nurture
Proposals
Sales Report
Incentives
Finance
Invoice
Expenses
Bank
GST Tracker
AI Tools
AI CFO
Smart Reply
Social AI
Vastu Soul
Team OS
Team OS
Goals
Salary
System
Auto-Pilot
Integration Hub
Access Control
Objection Categories
Used by Follow-up's AI objection auto-detect. The 11 built-in Objection Handler cards keep their own written responses — this list only controls what the AI can match a conversation against.
Inactive
Lost Reasons
Shared by Follow-up, Leads, and Lost Deal Recovery — one list, same options everywhere a deal gets marked lost.
Inactive
Training Categories
Team OS's Training Hub — the 6 built-in categories (Sales, Content, Soft Skills, Design, Finance, Other) stay as they are; anything added here shows up as an extra option when creating a training module.
Inactive
Smart Reply Categories
The 8 built-in message categories (Follow-up, Proposal, Welcome, Closing, Handle Objection, Re-activate, Thank You, Invoice/Payment) stay as they are; anything added here shows up as an extra option in Smart Reply's category picker and Template Library.
Inactive
Support WhatsApp Number
Manual click-to-chat number — not used for sending/automation, only for "message us" links
Used for the click-to-chat links in Smart Reply, Follow-up, Morning Brief, Alerts, and the Help Center support button. All actual customer messaging and automation runs through the Meta Business API below — this number is unrelated to that.
Meta Business API
Meta Webhook Setup
https://web.veltrixmedia.in/api/webhook/whatsapp
Frequency Cap
Maximum WhatsApp messages per lead per day
Backup & Restore
Storage path: storage/backups/
Backup Schedule
Auto-backup