DreamLogicX Docs

DREAMLOGICX COMMERCE DESK

Documentation for your WhatsApp commerce workspace.

Build, operate, integrate, and scale chatbot-led sales, support, payments, CRM, and website automation from one platform.

Client manual

Client user manual

A plain-language daily guide for business owners, managers, sales agents, and support teams using Commerce Desk.

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Getting started

Set up the business profile, catalog, WhatsApp connection, templates, flow, agents, and routing in the safe order.

Start here

Current platform

Understand the live Commerce Desk features and how business data is organized.

Start here

Meta WhatsApp setup

Connect the WhatsApp Business number, verify the webhook, and prepare templates without exposing private credentials.

Core product

Business profile and catalog

Add verified business context and active products, services, courses, software, and consultation offers.

Core product

Pipelines and lead stages

Create separate sales boards for consultations, courses, software, products, and services.

Core product

Chatbot flows

Build deterministic WhatsApp journeys with menus, questions, catalog items, payments, AI fallback, language, and handoff.

Core product

Contacts, tags, notes, and tasks

Classify leads, keep useful internal context, import/export contacts, and make follow-ups visible to the team.

Core product

Inbox and agents

Manage live chats, customer history, lead updates, notes/tasks, and controlled human takeover.

AI

AI Brain and trusted sources

Give AI grounded business context without allowing it to invent policy, product details, or customer outcomes.

AI

AI recommendations

Generate reviewed improvement ideas from the business profile and active catalog.

Messaging

Templates and broadcasts

Use Meta-approved templates for messages outside the customer-service window and consented marketing campaigns.

Messaging

Follow-up automations

Schedule approved template follow-ups for defined CRM events without losing human control.

Developers

Website forms and events

Connect many forms, shops, and custom backends using one secure event endpoint.

Developers

Integration activity and troubleshooting

See the lifecycle of website/API events and diagnose why a customer did or did not receive a message.

Developers

Meta ads routing

Send Click-to-WhatsApp ad leads into the correct flow and preserve attribution.

Commerce

Payments, orders, and LTV

Create Razorpay payment links only after an identifiable customer choice, then sync payment outcomes into CRM.