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Getting started with Kasaloma BOS
Set up your company profile, team, products, WhatsApp, and first customer workflow.
Set up company profile and branding
Add company details, logo, address, sender identity, and support information used across BOS.
Add team users and choose roles
Understand owner, admin, agent, staff, and restricted access before inviting your team.
Add your first product or service
Prepare products or services so AI, Smart Bot, and manual staff can create orders correctly.
Daily workflow for business owners
A simple daily routine for checking leads, messages, orders, staff work, and reports.
AI Inbox overview
Understand AI, Human, Flow, Closed filters, unread messages, support mode, voice notes, and mobile chat.
AI Inbox filters explained
Know when to use AI, Human, Flow, Closed, unread, support, and assigned filters.
Order Support Mode explained
What happens after an order is created by AI, manually, or from Smart Bot.
Move a conversation from AI to Human
Use human handoff when staff should take over a customer conversation.
Voice notes, transcription, and voice replies
How customer voice notes should be transcribed and used for AI replies.
Translation inside AI Inbox
Translate customer messages and staff replies without changing the original conversation meaning.
Unread count and mobile AI Inbox behaviour
Make unread counts reliable and keep the mobile chat list clean.
Message ticks and delivery status
Understand sent, delivered, read, failed, and pending message status in AI Inbox.
Smart Bot basics
How Smart Bot creates contacts, leads, orders, and connects back to AI Inbox.
Create contacts and leads from Smart Bot
Use Smart Bot to create or update contact details from a conversation.
Create orders from Smart Bot
Create an order from Smart Bot and move the real customer into support mode.
Smart Bot on mobile
Keep Smart Bot mobile layout compact, clean, and similar to AI Inbox.
Orders, payments, and shipping flow
Create orders from AI, manually, or Smart Bot and manage COD, prepaid UPI, status, and labels.
Create an order manually
Staff can create an order directly from the Orders module when customer details are already known.
How AI creates an order
AI Sales collects details, confirms the order, saves it, and moves customer to support mode.
Order creation sources and support mode mapping
AI, manual, and Smart Bot orders should all map the customer into support mode.
COD and prepaid UPI flow
Understand when to confirm COD and when to send UPI QR for prepaid customers.
Order status notifications and AI Inbox visibility
Customer order status messages should also appear in AI Inbox conversation history.
Shipping labels, pickup location, and return address
Create neat shipping labels using pickup locations and customer delivery address.
Edit, cancel, or correct an order
Edit order details internally without accidentally sending unwanted customer notifications.
Online Store basics
Use BOS products, orders, cart, checkout, and public store pages from one place.
WhatsApp, Meta, Twilio, and the 24-hour window
Connect WhatsApp, understand approved templates, and avoid blocked messages after 24 hours.
Connect Meta WhatsApp Cloud API
A public setup guide for connecting Meta WhatsApp to BOS.
Connect Twilio WhatsApp
Use Twilio credentials and WhatsApp sender to receive and send messages from BOS.
Webhook setup and testing
Webhook connects WhatsApp providers to AI Inbox. If webhook is wrong, messages will not arrive.
WhatsApp templates and variables
Create approved templates and fill variables before sending them from AI Inbox or Campaigns.
24-hour WhatsApp customer-service window
Understand why free text may be blocked and templates are required after the window closes.
Sending media, images, documents, and voice
Understand media sending rules for images, documents, audio, and WhatsApp provider limits.
Common WhatsApp connection errors
Quick checks for token, sender, template, webhook, media, and permission errors.
Contacts and lead stages
Manage leads, prospects, clients, active clients, past clients, assignments, and timelines.
Add and edit contacts
Create clean customer records with phone, WhatsApp, email, stage, address, and assignment.
Assign contacts to staff
Assign leads and customers to the right person and keep filters stable.
Contact timeline and conversation history
See messages, orders, notes, assignments, and follow-ups connected to one customer.
Campaigns and approved templates
Create templates, choose audience, send campaigns, and track delivery/replies.
Create a WhatsApp campaign template
Build a template with category, body, variables, media header, and buttons.
Send a campaign safely
Choose audience, preview message, fill variables, and monitor failed messages.
Campaign delivery and reply reports
Understand sent, delivered, read, failed, and reply performance for campaigns.
AI settings and model use cases
Choose providers and models for AI reply, translation, transcription, Smart Bot, and updater.
Connect AI provider keys
Add API keys safely and test provider connection before using AI with customers.
AI temperature setting explained
Choose how strict or creative the AI should be for each use case.
Company knowledge and AI agent behaviour
Train the AI with business details, FAQs, products, pricing, and safe reply style.
Test and diagnose AI connection
Check why AI may not reply, translate, transcribe, or update records.
Reports and performance overview
Generate business, order, staff, AI Inbox, and pipeline reports.
Job Pipeline basics
Track work stages, assignments, documents, and completion from one place.
PRO Works and external referrers
Manage PRO service work, referrers, service types, follow-ups, and renewals.
Renewals and expiry reminders
Track license, visa, contract, subscription, or service renewals.
Appointments and AI booking
Create, assign, reschedule, and track appointments connected to customers.
Notification Centre
Configure WhatsApp, Telegram, email, and in-app notifications for important events.
Team permissions and visibility
Control who can view contacts, orders, settings, campaigns, and reports.
Company data isolation
Each company workspace should keep contacts, orders, messages, and settings separate.
When to contact Kasaloma support
Know when normal help is enough and when the workspace needs support checking.
Troubleshooting common issues
Start here when AI, WhatsApp, orders, QR, templates, media, or mobile layout does not behave correctly.
AI is not replying
Check provider, model use case, customer mode, 24-hour window, and logs when AI replies stop.
WhatsApp message is not sending
Check 24-hour window, template approval, token, sender, webhook, and provider errors.
Voice note is not transcribing correctly
Check transcription model, audio quality, language hint, and whether text reaches AI reply flow.
Order is not created
Check product, customer details, required fields, payment method, and AI action mapping.
Order created but customer not visible in AI Inbox
Check support-mode mapping and real customer conversation linking.
UPI QR is not sending
Check QR upload, prepaid trigger words, media sending, and customer payment flow.
Mobile AI Inbox bottom area is blocked
Check hidden panels, scroll layers, safe-area spacing, and mobile list/chat state.
Unread count disappears after refresh
Unread count should be calculated from real unread messages, not temporary frontend state only.
Template variables are missing when sending
Make sure template placeholders are detected and staff can fill values before sending.
PDF or shipping label looks different
Check browser view, PDF generator, paper size, margins, and layout match.
Meta token or permission error
Fix expired token, wrong app context, missing permission, or webhook verification problem.
Public FAQ for new users
Quick answers for visitors before they sign in or book a demo.
Developer API monitoring, cleanup and production health
How BOS monitors API activity, security events, slow requests, retry queue backlog and cleanup retention.
API v1 compatibility lock and changelog
The v1 API contract is locked so existing n8n, website, store and app integrations continue working.
Developer API & Webhooks overview
Connect BOS with n8n, websites, online stores, delivery apps, ERP systems, and custom applications.
Create an API connection
Generate the endpoint, API token, secret key, mode, and access profile for a third-party system.
API authentication guide
Use the generated endpoint and Bearer token safely for every external request.
Standard API request and response format
All inbound API calls use one standard action/data JSON format.
Use idempotency keys to avoid duplicate orders
Prevent duplicated orders or actions when n8n or another app retries the same request.
Connect n8n with BOS
Use n8n HTTP Request node to send actions to BOS and n8n Webhook node to receive BOS events.
Connect your own website or app
Let your website, landing page, mobile app, or custom dashboard create contacts and orders in BOS.
Online store integration guide
Connect an online store so orders, products, payments, and status updates can sync with BOS.
Create or update a contact using API
Use contact.create to add leads, customers, or website enquiries to BOS.
Create an order using API
Use order.create from n8n, a website, app, or online store to create a BOS order.
Update, cancel, or delete an order using API
Use API actions to update status, cancel orders, delete orders, or find order details.
Send WhatsApp message using API
Use message.send or message.send_template from n8n or a custom app and save the result in AI Inbox.
Conversation assigned to Human event
Understand what BOS sends to n8n or a custom app when AI Inbox is assigned to a human.
Outbound webhook events list
List of BOS events that can be sent to n8n or third-party apps.
Read API logs and troubleshoot requests
Use request logs to debug failed n8n, website, store, or custom app connections.
Common API errors
Understand common errors like invalid token, missing action, product not found, and duplicate-safe replays.
Developer API security best practices
Protect tokens, use separate connections, keep logs, and avoid cross-company mistakes.
Use the in-app API payload tester
Validate or run API payloads from BOS settings before connecting an external system.
Use the outbound test event generator
Send sample BOS events to n8n or any connected webhook URL.
Webhook retry queue explained
Understand how BOS handles failed outbound webhook delivery attempts.
View API payloads and responses in logs
Use the log payload viewer to inspect request JSON, response JSON, and error messages.
n8n starter workflow example
Copy the starter n8n workflow JSON from BOS and update endpoint, token, and payload values.
Verify BOS webhook signatures
Use each webhook signing secret to verify X-BOS-Signature before trusting inbound event payloads in n8n or your app.
Conversation and AI Inbox API actions
Find conversations, assign chats to human, move chats back to AI, close chats, add notes, and start support mode using API.
Use the API schema endpoint
Each connection has a schema endpoint that returns allowed actions, events, samples, scopes, and security requirements.
Read and sync BOS data using Developer API
Use list and sync actions to build external apps, websites, dashboards, or mobile apps connected to BOS.
List contacts, orders, products, conversations, and staff
Use list actions when an external website, n8n flow, or custom app needs current BOS records.
Get WhatsApp templates through API
External apps can fetch available Meta or Twilio templates before sending template messages.
Use sync.changes for websites and mobile apps
Fetch records changed after a specific date/time so external apps can stay synced without pulling everything repeatedly.
Monitor API health and connection activity
Use the Phase 6 health dashboard and connection.health action to monitor API success, failures, active webhooks, and pending retries.
Read API logs from an external app
Use api.logs to fetch recent request and webhook delivery logs for the current connection.
Manage outbound webhooks through API
External apps can list, create, update, delete, and test their own webhook subscriptions using Phase 6 webhook actions.
Read and retry failed webhook deliveries through API
Use webhook.retry_queue and webhook.retry_now to monitor and manually retry failed outbound webhook delivery from your external app.
Ready-made n8n workflow templates
Phase 9 adds import-ready n8n workflow templates for common BOS integrations like website leads, checkout orders, delivery updates, payment updates, outbound event receivers, and sync jobs.
How to import a BOS n8n workflow template
Download a workflow JSON from BOS and import it into n8n to start building integrations faster.
n8n template: website lead form to BOS contact
Use this template when a website form, landing page, or mobile form should create a BOS contact.
n8n template: website checkout to BOS order
Use this template to receive checkout details from a custom store and create an order inside BOS.
n8n templates for BOS outbound event receivers
Use event receiver templates when BOS should notify n8n about actions such as conversation assigned to human or order created.
n8n template: scheduled sync changes from BOS
Use the scheduled sync template to pull contacts, orders, products, and conversations from BOS into an external dashboard or app.
Troubleshooting n8n workflow templates
Common fixes when an imported n8n workflow does not connect with BOS correctly.
Online Store Connector preset
Phase 10 adds a dedicated online store connector preset for custom websites, WooCommerce-style stores, Shopify-style future bridges, mobile app checkout, and BOS built-in store sync.
Store catalog, product, and stock sync
Use store.catalog, store.product_upsert, and store.stock_bulk_update to keep online store products and BOS products connected.
Store order, payment, and fulfilment flow
Connect online checkout to BOS order creation, payment status updates, shipping updates, and customer support mode.
Need direct support?
Contact Kasaloma support if you cannot find the answer or your workspace needs checking.