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53 articles across 13 categories. Search or browse.
Getting started
5 articles
- - Getting your Saudaflow workspace
- - Capture your first lead
- - Move a lead to a closed deal
- - Install the mobile app
Partner guide
6 articles
- - The channel partner workflow
- - Pipeline kanban + cluster + list
- - Calls and recordings
- - WhatsApp inside the partner app
Builder guide
5 articles
- - The builder workflow
- - Projects and phases
- - Inventory — units, configs, availability
- - Channel partners as sealed envelopes
Buyer portal
4 articles
- - How buyers use the portal
- - Buyer login (OTP)
- - Pay milestones inline
- - Access your documents
Payroll
5 articles
- - Run payroll in five steps
- - Add and manage employees
- - Attendance + login-hours pay
- - Run the monthly salary
Workflows
5 articles
- - What a workflow is
- - The 40+ trigger types
- - Conditions and AND/OR groups
- - The 60+ action types
Documents
4 articles
- - How documents work
- - Upload a document
- - Share with expiring links
- - E-sign + e-stamp
Video calls
3 articles
- - Start a video call
- - Recording + TRAI consent
- - When the call won't connect
Security
3 articles
- - Turn on two-factor (TOTP)
- - Use your recovery codes
- - Where your data lives
Integrations
7 articles
- - Connect Gmail
- - Connect Outlook
- - WhatsApp Business + DLT
- - Razorpay subscriptions
API reference
1 article
- - API reference (preview)
Troubleshooting
4 articles
- - Login issues
- - A lead is missing
- - WhatsApp won't send
- - Calls aren't logging
FAQ
1 article
- - Top 30 questions