Install Node.js + start the server

Download Node.js LTS from nodejs.org. Then double-click start.bat (Windows) or run ./start.sh (Mac/Linux). Open http://localhost:3000.

Connect WhatsApp

Go to Admin → Settings → WhatsApp. A QR code appears in ~20 seconds.

• On your phone: WhatsApp → Settings → Linked Devices → Link a Device
• Scan the QR code → you'll see "Connected ✅"
• If you get "Could not link device" → click 🔄 Fix QR / Clear Session and scan fresh
• If QR never appears → install Google Chrome from google.com/chrome, then restart

Set up Email (Brevo — free 300/day)

• Sign up free at brevo.com
• Go to SMTP & API → API Keys → Create a key
• Admin → Settings → Email → paste your API key + set From name & email
• Verify your sender domain in Brevo → Senders, Domains, IPs

Import contacts

Go to Audience → Bulk Import. Drag-and-drop a CSV with columns: name, phone, email, company, category. Handles 10,000+ rows in seconds. Duplicates are skipped automatically.

Launch your first campaign

Click 🚀 New Campaign. Choose a path:

• AI Generate — paste a prospect's website URL, AI writes the messages
• Scratch — write messages yourself
• Template — reuse saved copy

5-step wizard: Details → Audience → WhatsApp → Email → Review → Launch.

Upload your files

Admin → Settings → Media Library → upload PDF brochures, product videos, images, or documents (max 50MB each).

Attach to campaign

In the Launch wizard → Step 3 (WhatsApp) or Step 4 (Email) → "Attach media" section → click the file to select it (highlighted in orange).

The file is then automatically sent to every contact in the campaign — no manual work per contact.

Gmail app password (2 minutes)

• Enable 2-Factor Auth on your Google account
• Go to myaccount.google.com → Security → App Passwords
• Create a password for "Mail" → copy the 16-character code

Configure in the app

Admin → Settings → Email → IMAP section:

• Server: imap.gmail.com  Port: 993
• Email: your Gmail address
• Password: the 16-character App Password
• Toggle ON → Save

Now every reply to your campaigns is auto-scanned and the bot replies within 30 seconds.

Make the app public with ngrok

• Download free from ngrok.com
• Run: ngrok http 3000
• Copy the https://xxxx.ngrok.io URL
• Paste it in Admin → Settings → Email → "Public Base URL"

Add webhook in Brevo

Brevo → Transactional → Settings → Webhook → Add → paste the delivery tracking URL shown in the app → tick all events → Save.

Now you see Delivered / Opened / Clicked / Bounced for every email in real time.

Attach a file to a keyword rule's auto-reply

Each keyword rule (Outreach → Auto-Reply Bot → Keyword Rules) has an Attachment dropdown — pick any file already uploaded to Settings → Media Library. When that rule's keywords match an inbound message, the bot's reply is sent with that file attached automatically (e.g. attach your pricing PDF to the "price" rule, so asking about price gets an instant auto-reply with the brochure).

Leave it set to "No attachment" for a plain text reply — this only applies in Keyword and Both modes; AI-mode replies never attach a file.