Tenant Owner Journey

This guide explains how a business owner (Tenant) onboards and manages their CRM instance.

Onboarding Flow

Management Activities

1. Dashboard Monitoring

View real-time metrics on the Analytics Dashboard:

Active Conversations
Total Revenue
Booking Occupancy

2. Resource Management

Add/Edit Resources: Update table availability or room status.
Update Menu: Change product prices or descriptions.

3. Configuration

Business Hours: Set opening and closing times.
Auto-Replies: Customize welcome messages and fallback responses.