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Plain-English how-tos and confirm-first action cards.
In this help article
Plain-English how-tos and confirm-first action cards. This page is a Onevyu product help article — not a marketing landing page. Use the steps in the app after you sign in, or start from the help center if this is not the guide you need.
More 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.