Skip to content
Veblika

Veblika documentation

Learn. Configure. Automate. Grow.

Welcome to the Veblika Documentation Center. Find practical guidance for CRM, WhatsApp, AI, automation, HRMS, ATS, support and the workflows that connect them.

Try “connect WhatsApp”, “create a workflow”, “add users” or “support ticket”.

Start here

New to Veblika?

Follow these guides to understand the platform, prepare your team and choose a first workflow.

01 Introduction to VeblikaSee how the products fit into a connected business ecosystem.02 Getting StartedPlan a manageable first rollout around your business workflow.03 Set Up Your BusinessPrepare your workspace for the teams and processes you use.04 Add Your TeamOrganize access around actual responsibilities.05 Connect Communication ChannelsUnderstand the requirements behind customer-facing channels.06 Set Up CRMGive your team a clear process for contacts, leads and follow-ups.07 Create Your First AutomationBuild one small trigger–condition–action workflow.08 Explore AIUnderstand where AI assistance can help and where people stay in control.

The Veblika business flow

One Platform. Multiple Business Functions.

EnquiryCRMWhatsAppAI assistanceFollow-upCustomerSupport

Connections depend on the modules, integrations and workflows you configure. People and recruitment journeys can connect HRMS and ATS as needed.

Explore the business flow

Documentation library

Explore the Guides

Browse by topic or search for a specific task.

35 guides

Start here

Introduction to VeblikaSee how the products fit into a connected business ecosystem.

Start here

Getting StartedPlan a manageable first rollout around your business workflow.

Start here

Set Up Your BusinessPrepare your workspace for the teams and processes you use.

Start here

Add Your TeamOrganize access around actual responsibilities.

Start here

Connect Communication ChannelsUnderstand the requirements behind customer-facing channels.

Start here

Set Up CRMGive your team a clear process for contacts, leads and follow-ups.

Start here

Create Your First AutomationBuild one small trigger–condition–action workflow.

Start here

Explore AIUnderstand where AI assistance can help and where people stay in control.

Start here

The Veblika Business FlowSee an example journey across customer, people and support work.

CRM & sales

CRM OverviewOrganize customer details, sales activity and opportunities.

CRM & sales

Lead ManagementTurn incoming enquiries into a process your team can follow.

CRM & sales

Sales Pipeline & Follow-UpsMake the next action visible for each opportunity.

Communication & AI

WhatsApp Business & AutomationConnect customer conversations with supported business processes.

Communication & AI

WhatsApp ChatbotStructure common conversations and handoffs.

Communication & AI

AI Agents & Assisted WorkflowsUse AI assistance for selected conversations and business tasks.

Communication & AI

IVR & Call RoutingExplore an example call-routing flow.

Automation & integrations

Workflow Automation BasicsUnderstand triggers, conditions and actions.

Automation & integrations

Example: Qualify a Real Estate LeadSee how a lead could be assigned and followed up.

Automation & integrations

Integrations OverviewPlan how data moves between supported systems.

Automation & integrations

Plan an IntegrationMap the source, destination, timing and ownership of a connection.

Automation & integrations

Custom API ConnectionsUnderstand API-based connectivity without relying on unpublished endpoints.

People & support

HRMS & Employee LifecycleUnderstand how employee records fit into people operations.

People & support

ATS & RecruitmentOrganize candidate stages and hiring handoffs.

People & support

Social Media ManagementPlan, publish and connect supported social activities.

People & support

Support Desk & TicketsGive customer requests a clear owner and resolution path.

Administration

Users, Roles & PermissionsMatch access to responsibilities and protect sensitive data.

Administration

Account SecurityProtect your account, credentials and connections.

Administration

Billing & SubscriptionsUnderstand how your plan affects available products and usage.

Administration

Troubleshoot WhatsAppCheck the most common setup dependencies first.

Administration

Troubleshoot a WorkflowIsolate the trigger, conditions and actions.

Administration

Troubleshoot AccessWork through user, module and subscription access.

Administration

Troubleshoot an IntegrationInvestigate authentication, mapping and delivery.

Partners & developers

Channel Partner ModelExplore the private white-label operating model.

Partners & developers

Referral Partner NetworkLearn the alternative to running your own environment.

Partners & developers

Developer ResourcesPlan a supported integration while technical references are expanded.

For every role

Choose Your Learning Path

Business owner

  1. 01Introduction to Veblika
  2. 02CRM Overview
  3. 03WhatsApp Business & Automation
  4. 04Workflow Automation Basics
  5. 05Explore AI
  6. 06Billing & Subscriptions

Sales team

  1. 01Set Up CRM
  2. 02Lead Management
  3. 03WhatsApp Business & Automation
  4. 04WhatsApp Chatbot
  5. 05Sales Pipeline & Follow-Ups

HR team

  1. 01HRMS & Employee Lifecycle
  2. 02ATS & Recruitment
  3. 03Workflow Automation Basics
  4. 04Users, Roles & Permissions

Support team

  1. 01Support Desk & Tickets
  2. 02WhatsApp Business & Automation
  3. 03Workflow Automation Basics

Administrator

  1. 01Set Up Your Business
  2. 02Add Your Team
  3. 03Users, Roles & Permissions
  4. 04Integrations Overview
  5. 05Account Security
  6. 06Billing & Subscriptions

Partner & developer

  1. 01Channel Partner Model
  2. 02Referral Partner Network
  3. 03Developer Resources
  4. 04Custom API Connections

Common questions

The Essentials

Do I need every Veblika product?

No. Start with products relevant to your processes and expand as your requirements grow.

Can Veblika automate my entire business?

Veblika can automate supported processes; what works depends on your workflows, integrations, setup and available capabilities.

Can I connect existing software?

A growing set of integrations and API-based connections is available. Check the particular connection and its requirements before relying on it.

Does Veblika replace employees?

No. The platform helps teams organize information and repetitive work. Human judgment remains important.

Can I use Veblika for WhatsApp?

Yes, subject to applicable Meta/WhatsApp requirements and your configured setup.

Documentation is continuously evolving.

These guides focus on concepts and practical workflows. Screenshots, videos and verified technical references can be added as products and interfaces evolve.

No guessed button paths, API endpoints or feature limits.

View Product Updates

Build with Veblika

Learn how the platform works. Connect your business. Keep growing.

Veblika documentation will continue to grow as Veblika grows.

Explore Veblika Talk to Veblika

Need more help?

Can't Find What You're Looking For?

Our team can help you find the right Veblika workflow for your business.

WhatsApp VeblikaContact Support