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Getting started
Your first steps with Madyis Hub: create your account, understand the dashboard and set up the essentials.
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Inboxes & channels
Connect all your channels (website, WhatsApp, email, social media, SMS, calls) to a single inbox.
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Conversations & team
Handle your daily conversations and organize your team: labels, views, macros, canned responses, SLA and roles.
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AI agents
The heart of Madyis Hub: build AI agents that answer your customers automatically, around the clock.
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Pipeline & contacts
Your CRM: track your leads stage by stage and keep all your customer records in one place.
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Flows & automations
The proactive engine: build visual scenarios to follow up and nurture your customers automatically.
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Campaigns & forms
Reach your customers at scale: on-site chat, SMS, WhatsApp and data-collection forms.
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Social media
Publish and schedule your Facebook and Instagram posts, and let AI help you write them.
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Data sync
Bring in contacts from anywhere (Google Sheets, webhooks, CSV, forms) and file them automatically.
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Integrations
Connect Madyis Hub to your other tools: Shopify, Google, Notion, Slack, webhooks and more.
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Reports & analytics
Track your stats: conversation volume, response times, agent performance and customer satisfaction.
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Account, settings & security
Manage your account, profile, security (2FA), notifications and the customization of your workspace.
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Billing & plans
Understand the plans, the AI-reply quota and manage your subscription.
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Build your help center
Build your own help center for your customers: portal, categories, articles, languages and domain.
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Popular articles
What other people are reading right now.
Contacts: your central address book
📍 Where to find it: Pipeline & contacts → Contacts → All contacts Contacts brings together everyone your account knows (customers, leads, identified visitors). Each contact record gathers details, conversations, notes, labels and attributes. How it works A contact is created automatically as soon as someone writes to you through a channel, or manually by you. The list sorts by last activity, name, etc., and can be searched by name, email or phone. Click a record to view and edit all of its information. Step by step 1. Open "Pipeline & contacts → Contacts → All contacts". 2. Use the search bar to find a person. 3. Click a column header or the sort menu to change the order. 4. Click a contact to open its full record. 5. Use "Active" in the submenu to see recently active contacts. Good to know - The same person should only exist once: in case of a duplicate, use contact merging. - Fill in email and phone: they are the keys for campaigns, Flows and the Pipeline.
📊 Reports & analyticsThe customer satisfaction report (CSAT)
📍 Where to find it: Reports → CSAT The CSAT report shows what your customers think of your service: their satisfaction rating after a conversation, the survey response rate, and the details of each piece of feedback (rating, comment, agent involved). How it works When the satisfaction survey is enabled on an inbox, the customer receives a request to rate the conversation at the end of it. Madyis Hub aggregates these responses into three metrics (Total responses, Satisfaction score, Response rate), shows the breakdown of ratings, and lists each response in a table you can filter by agent, inbox, team and rating. You can also add internal evaluation notes to each piece of feedback (a feature reserved for higher plans). Step by step 1. First enable the CSAT survey on the relevant inbox (inbox settings, configuration tab). 2. Open "Reports" then the "CSAT" tab. 3. Choose the date range and, if needed, filter by agent, inbox, team or rating. 4. Read the three metrics at the top and the "Rating breakdown". 5. Browse the table to read each customer comment and the agent who handled the conversation. 6. Click "Download CSAT reports" to export the responses. Good to know - Without a CSAT survey enabled on at least one inbox, this report will stay empty. - The "Satisfaction score" is the percentage of positive responses; the "Response rate" indicates how many customers who were asked actually replied. - The internal "Evaluation notes" (private context on each piece of feedback) are available only in the Business plans and above.
🤖 AI agentsFeeding the agent by importing your website
📍 Where to find it: AI Agents → (your agent) → Knowledge → Import from a website Paste your website address and the agent automatically analyzes it to understand your products, services and FAQ, with nothing to copy by hand. How it works Madyis Hub browses the pages of your website, extracts the text and turns it into knowledge. The analysis runs in the background: progress shows in real time below the form (Pending, Analysis in progress, Done). If an analysis fails, a "Retry analysis" button restarts the same URL. Step by step 1. Open the agent, "Knowledge" tab. 2. In "Import from a website", paste the URL (e.g. https://your-site.com). 3. Click "Analyze the site". 4. Follow the progress until the "Done" status. 5. If it fails, click "Retry analysis". Good to know - Enter the address of the richest page (home, FAQ, catalog). - Run the import again when your site changes to keep the agent up to date. - The analysis can take a few minutes depending on the size of the site.
🧩 IntegrationsGoogle Calendar: let the AI check your availability and book appointments
📍 Where to find it: Integrations → Google Calendar The Google Calendar integration lets your AI agent check your real availability, offer free time slots and book an appointment automatically during a conversation, with a Google Meet link and an email invitation sent to the customer. How it works You connect your Google account by authorizing it once. When a customer asks for an appointment, the AI agent reads your calendar in real time based on your working hours and your slot length, offers the available times, then creates the event (with an email invitation and a Meet link). Madyis Hub only stores the necessary access tokens; on disconnection, the authorization is revoked on Google's side. Step by step 1. Open "Integrations" then click the "Google Calendar" card. 2. Click "Connect" and authorize Madyis Hub from the Google consent screen. 3. Back in Madyis Hub, set your booking parameters: time zone, slot length (30 min by default), start and end time of the day, working days and how many days in advance can be offered. 4. Optionally enter a default title for the appointments created. 5. Check that an AI agent is active on your channel so it can offer and book slots during conversations. Good to know - Connecting, settings and disconnecting are reserved for administrators. - The AI agent only offers slots that are genuinely free in your calendar and within your working hours. - On disconnection, access is revoked on Google's side and no more calendar data is read. - Be sure to set your time zone correctly to avoid mistimed appointments.
⚙️ Account, settings & securitySet your availability (Online, Busy, Offline)
📍 Where to find it: Avatar (sidebar) → "Set your availability" Let people know whether you are Online, Busy or Offline. Your availability affects how conversations are assigned and what your customers see. How it works You choose your status from your avatar menu. An "Automatically go offline" option switches you to Offline after a period of inactivity, so conversations aren't assigned to you when you're away. As long as you're Online, customer messages assigned to you land in your Inbox. Step by step 1. Click your avatar in the sidebar. 2. Click the selector next to "Set your availability". 3. Choose Online, Busy or Offline. 4. Turn on "Automatically go offline" if you wish. Good to know - To reply to customers yourself, stay "Online" (on computer or phone). - Your status can't be changed while an admin is viewing the account on your behalf (impersonation).
🤖 AI agentsAI writing assistance: improve, rephrase, fix and summarize a reply
📍 Where to find it: Conversations → (open a conversation) → reply area → AI button (sparkle) While an agent is replying to a customer, the AI can help write: improve the draft, change the tone, fix spelling and grammar, shorten or expand, and even suggest a full reply. It can also summarize the whole conversation in a few lines. How it works In the reply area, an AI menu offers several actions. "Improve reply", "Change tone" (professional, casual, direct, confident, friendly) and "Fix spelling" rework your draft. "Suggest a reply" generates a reply from the context of the conversation. "Summarize" produces a summary. You review the result, you can ask for an adjustment, then you accept it before sending — nothing is sent automatically. Step by step 1. Make sure an administrator has connected the OpenAI key ("Integrations" menu → "OpenAI"). 2. Open a conversation and place the cursor in the reply area. 3. Click the AI button (sparkle icon) above or next to the reply area. 4. Choose an action: "Improve reply", "Change tone", "Fix spelling", "Suggest a reply" or "Summarize". 5. Review the suggested text; if needed, ask for a change in the follow-up field. 6. Click "Accept" to insert the text into the reply area, then send when you are satisfied. Good to know - The AI replies in the language of your draft; write a few words to steer the tone. - "Suggest a reply" and "Improve" are only offered in Reply mode (not in a private note). - Always check the generated content before sending: you remain responsible for the message. - This feature uses calls on your OpenAI account.