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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.
📇 Pipeline & contactsUnderstanding the Pipeline: track your leads step by step
⏳ Coming soon. This feature is arriving soon in Madyis Hub — here's how it will work. 📍 Where to find it: Pipeline & contacts → Pipeline The Pipeline is a sales tracking board (kanban) where each lead moves from column to column, from "New" all the way to "Won" or "Lost". It's the big-picture view of all your opportunities in progress. How it works Each card in the Pipeline is a contact, and the column it sits in matches its sales stage (stored on the contact). On the first load, all your identified leads are placed in the first column. After that, each new contact comes in automatically according to your "Sources" rules. The board updates live when a contact changes stage, without refreshing the page. Step by step 1. In the left-hand menu, open "Pipeline & contacts → Pipeline". 2. Look at the columns (stages): New, Contacted, Replied, Qualified, Won, Lost by default. 3. The number at the top of each column shows how many leads are at that stage. 4. Click a card to open the contact's full profile. 5. Click "Refresh" at the top right to reload manually if needed. Good to know - The Pipeline is part of the Pro plan: on a free plan, you'll see an invitation to upgrade. - The Pipeline doesn't create new contacts: it organizes the ones you already have. - Anonymous visitors (who left neither email nor phone) don't appear in the Pipeline; they enter once they are identified.
📊 Reports & analyticsThe team report: collective performance
📍 Where to find it: Reports → Teams The Teams report measures the performance of each team you've set up: conversation volume, response and resolution times, and the number of cases resolved per team. How it works If you group your agents into teams (for example "Support", "Sales"), Madyis Hub calculates the metrics per team over the period you choose. An overview table lists all teams; clicking a team opens its detailed page with charts. Step by step 1. Make sure you've created teams in Settings → Teams. 2. Open "Reports" then the "Teams" tab. 3. Choose the date range at the top. 4. Read the table to compare teams, then click a team to see its details. 5. Click "Download team reports" to export. Good to know - This tab is only useful if the Teams feature is enabled and teams exist; otherwise the table stays empty. - Ideal for comparing a Sales unit and a Support unit that don't have the same speed targets.
📣 Campaigns & formsView and export a form's responses (CSV)
📍 Where to find it: Reach your customers → Campaigns → Forms → (a form) → Responses All responses received through a form can be viewed in a table, with the associated contact, and downloaded as a CSV file to open them in Excel or Google Sheets. How it works From the forms list, each form shows its number of responses and a "Responses" button. The responses page displays a table (date, contact name, email, phone, then one column per question). The "Download" button exports everything in CSV format. This view is reserved for administrators and is part of the Pro plan. Step by step 1. Open "Reach your customers → Campaigns → Forms". 2. On the card of the form you want, click "Responses". 3. Browse the table: date, contact, email, phone and each response. 4. Click "Download" to export all responses as CSV. 5. Open the file in Excel or Google Sheets to make use of it. Good to know - Announcements (popups without questions) have no responses page. - If a visitor provided an email or a phone, their response is attached to a contact (created or found). - The download is disabled as long as no response has been received. - Viewing responses is part of the Pro plan, like creating forms.
🤖 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.