Guide hub
Sales automation guides for teams in India
Short answer
Short, current guides on CRM, WhatsApp Business API costs, AI voice agents and the calling rules Indian sales teams must follow.
Plain-English sales automation guides for Indian teams: CRM basics, WhatsApp API costs, AI calling and the rules you must follow.
01
CRM and dashboards
What is CRM?CRM meaning in plain English: what CRM software does, examples, benefits, types of CRM and how Indian sales teams use one (CRM kya hai).KPI dashboard examplesWhat a KPI dashboard is, with sales, marketing and real estate examples, the metrics that matter and how to build one.Customer journey mapping examplesWhat customer journey mapping is, with examples for real estate, ecommerce, education and lending, and how to find where leads drop off.
02WhatsApp
WhatsApp Business API pricingMeta's 2026 India rates for marketing, utility, authentication and service messages, what BSPs add on top, and how to estimate your monthly bill.What is WhatsApp Business API?WhatsApp Business API explained: how it differs from the WhatsApp Business app, what you can do with it, examples and how to get access in India.
03
AI calling
04
Rules and compliance
TRAI DND & DLT rulesTRAI's rules for AI calling and telecalling in India: DLT registration, DND scrubbing, number series and consent, with a short checklist.140 vs 1600 numbersWhich number series Indian businesses must use for promotional and service calls, and what that means for AI calling campaigns.DPDP consent guideWhat the DPDP Act and Rules mean for calling and messaging leads: consent, notices, opt-outs and the May 2027 compliance deadline.RBI calling hoursRBI's rules for recovery and EMI reminder calls: the 8 am to 7 pm calling window, conduct rules and what they mean for AI calls.