Onevyu help center
Task-shaped guides for setting up and running Conversation CRM: connecting Meta channels, working the inbox, sending proposals and invoices, and approving follow-ups. Email support@onevyu.com if a guide does not cover your case — we reply within 24 hours (usually faster).
Popular help topics
- Personal Instagram or WhatsApp — Switch Instagram to a Professional account, link a Facebook Page, and see what the WhatsApp Business Platform needs versus the phone apps.
- Connect Instagram & WhatsApp — Business assets only: WhatsApp Business + verifiable number, Instagram Business on a Facebook Page. Personal WhatsApp will not connect. Meta’s 24-hour messaging window applies.
- Follow-ups & Needs your approval — Queued for review is not auto-send. Approve drafts under Follow-ups → Needs your approval after you log in.
- Inbox / Conversation AI — Draft replies in-thread from Conversation CRM — AI suggests; you send. Email replies go through Onevyu mail; Onevyu never reads your Gmail.
- Invoices & how clients pay — Professional PDF invoices — clients pay you directly; Onevyu does not collect invoice payments. Public link is view-only.
- Corporate financial statements — Board-ready P&L and balance sheet from CRM data (PDF/Excel) in your reporting currency. Trust the source counts — not an audit opinion.
- Bookings & Google Meet — Client Bookings tab for sessions; connect Google Calendar for Meet links. Public booking page uses your profile short id.
- AI Assistant (/command) — Plain-English confirm-first CRM help. Open /command after login — not a separate /assistant app.
- Meta 24-hour rule & WhatsApp templates — Free-text Meta replies within 24h of the customer’s last message. After 24h WhatsApp needs Meta-approved templates.
- Lead capture without Meta — Shareable intake forms and QR links when prospects never message you first — no WhatsApp or Instagram setup required.
- Trial, billing & refunds — 5-day Pro trial of the full product (no card). After you pay, cancel stops renewal only — payments are non-refundable. Manage billing in Settings → Billing.
Before you connect WhatsApp or Instagram
Most setup problems are prerequisites, not bugs. Onevyu uses official Meta APIs, so the accounts have to be business assets:
- WhatsApp Business with a number you can verify by SMS or call. Personal WhatsApp cannot connect.
- Instagram Business or Creator account linked to a Facebook Page. Profile-only Instagram accounts cannot connect.
- Facebook Page admin access for the Page that Instagram is linked to.
- Meta's 24-hour messaging window applies to every tool on the official API: free-form replies within 24 hours of the customer's last message, approved templates after that.
No Meta channel yet? Lead capture forms and QR links work immediately — see lead capture.
How support works
- Email: support@onevyu.com — we reply within 24 hours, usually faster.
- No phone support. Written steps and screenshots resolve setup and billing issues faster and leave a record you can re-read.
- Include in your first message: what you were doing, what you expected, what happened, and a screenshot. It usually saves a round trip.
- Billing and refunds: see the refund policy before you write in — all payments are final.
Common questions
Why will my personal WhatsApp not connect?
Onevyu uses the official WhatsApp Business Platform. Meta does not expose personal WhatsApp accounts to third-party tools, so a business number is required. Any tool that claims otherwise is automating the consumer app and putting the number at risk.
Does "queued for review" mean it already sent?
No. Follow-ups land in Needs your approval as drafts and only send after you approve them. That is deliberate — automated sending to prospects is how accounts get reported.
Do clients pay their invoices through Onevyu?
No. Onevyu builds branded invoice PDFs and shareable view-only links; clients pay you directly by bank transfer, UPI, or card. You mark the invoice paid, which starts delivery tracking.
How long is the free trial?
5 days of full Pro access, no credit card required. Manage or cancel from Settings → Billing.