Control Panel
One place for every client step. Type the customer's number once below — every form opens with the Phone Number and Name already filled in. Each button opens in a new tab, so this page stays put for the next step.
Booked calls — tap to call
Every lead who booked a call, with a tap-to-dial number. No more digging through emails.
Agreement Maker — fill & save as PDF
For clients who ask for a contract. Type their details, pick Hindi or English, save as PDF — already signed by you.
Send Free Form Link
Free funnel. After the call, send the lead the free website-preview form link. Free text, so it delivers inside the 24-hour window.
Phone Number ✓Message ✓ ready
Send free form link →Send Domain Options
During the build — send the lead 4–5 available domain names to choose from. Free text, so it delivers inside the 24-hour window.
Phone Number ✓Business — type in formDomain 1–5 — paste in form
Open domain options form →Preview Links · 4 designs
During the build — send all 4 design previews at once. Uses the aivo_preview_links_4 template, so it delivers anytime (window open or closed — no opener, no waiting) and shows in Chatwoot.
Phone Number ✓Name ✓Link 1–4 — paste in form
Open preview form →Policy / Terms
Before the full payment — send the full policy & terms in one message and get the client's YES. Uses the aivo_policy_terms_v4 template, so it delivers anytime (no opener, no waiting) and shows in Chatwoot.
Phone Number ✓Name ✓
Open policy form →Final Payment · after Policy YES
Use this after sending the Policy. The link is held until the client replies YES to the policy — then it auto-sends. Use this for the normal flow (Policy → YES → link). Uses the aivo_payment_link_hi template (Devanagari), so when it releases it delivers anytime (window open or closed) and shows in Chatwoot.
Pick the Stage — 10% / 40% / 50%. That is how the system knows which payment this is, and it sends the matching Hindi confirmation the moment the client pays. Other = old behaviour, no auto-confirmation.
Phone Number ✓Name ✓Amount — type in formPurpose — type in formStage — pick in form
Open final-payment form →Final Payment · Send Now
Sends the payment link straight away — no policy, no waiting for a YES. Use when the client is already on the call / has agreed and you just want the link in their hands now. Uses the aivo_payment_link_hi template (Devanagari), so it delivers anytime (window open or closed — no opener, no waiting) and shows in Chatwoot.
Pick the Stage — 10% / 40% / 50%. That is how the system knows which payment this is, and it sends the matching Hindi confirmation the moment the client pays. Other = old behaviour, no auto-confirmation.
Phone Number ✓Name ✓Amount — type in formPurpose — type in formStage — pick in form
Open send-now form →Set Domain · after you buy it
Use this on the 40% call, right after you buy the domain. Saves it against the lead, with the date and time. Every later step reads it from here — the final-payment confirmation, the site-live notice and the handover — so you never type the domain again.
Phone Number ✓Domain — type in form
Open set-domain form →No message is sent to the client. Paste it any way you like — www., https:// and trailing slashes are cleaned off.
Site Live + Balance · custom ₹
At go-live — sends the “website is live” message with a Pay balance button, and emails you the same payment link to paste into the handover email. One link for both.
Phone Number ✓Name ✓Domain — type in formAmount — type in formPurpose — type in formCustomer Email — type in form
Open site-live + balance form →Uses the aivo_site_live_pay template (delivers anytime once approved); the payment link stays valid ~29 days.
Send Handover Email · after payment
Use after the balance is paid. Sends the branded handover email — ownership (WHOIS), the work-email login, and the website code as a ZIP attachment — from support@aivoonline.com. No payment button (already paid).
Customer Email — type in formName & Business — in formDomain — in formWork email + password — in formPlan — in formCode ZIP — upload in form
Open handover form →Attach the client's website-code .zip in the form. Sends instantly via Hostinger mail; also mirror-safe.
Free Website Offer · founding
Founding offer. Sends the aivo_free_website_offer_v2 template — free website for a year, with the Free website form button (auto-pointed to this number). It's a template, so it delivers anytime (no 24-hour window needed) and it shows in your Chatwoot inbox.
Phone Number ✓Button link auto-set
Send free website offer →Marketing template — Meta may throttle delivery to a heavily-tested number (like your own), but it always mirrors to Chatwoot regardless.
Site Live · notice only
Just the “your website is live” message — no payment ask. Use when the client has already paid in full, or you only want to announce go-live. (For the usual launch with a balance still due, use Site Live + Balance above.)
Phone Number ✓Name ✓Domain — type in form
Open site-live notice form →Uses the aivo_site_live_v3 template (delivers anytime).
Refund a customer
Issues a REAL refund. Money goes back in a few days (Cashfree, standard) and the customer automatically gets the refund-confirmation message. Enter their phone — leave Order ID blank to refund their latest payment.
Phone Number ✓Order ID — optional (blank = latest)
Open refund form →Send any message (test)
For testing — see what people receive. Pick any message — lead nudges, payment, policy, preview, booking, call reminder, site-live, refund, or the bot's Book-a-Call button — and send it to a number. Blank name → falls back to “ji” (a name-less lead would otherwise get nothing). Optional Detail fills amount / time / domain where needed.
Phone Number ✓Name ✓Message — pick in formDetail — optional
Open test sender →Templates deliver anytime; the Book-a-Call button & free-text only inside the 24-hour window.
Show your work
Send a curious lead a warm message with your samples page, so they can see real websites you've built. Only delivers inside the 24-hour window (it's a free-text message, not a template).
Phone Number ✓Message ✓ ready
Open send form →Our work — by profession
Find the lead's line of work, copy the links (or a ready Hinglish message) and send it yourself from WhatsApp. Nothing is sent from here — this is only a copy-paste library.
LIVE = the client's real running site · Client build = a real business we built for (careful sending it to their direct competitor) · Sample = our own demo design.
Send a WhatsApp message
Free text to any number — type it here and the form opens ready to send. Only delivers if they messaged you in the last 24 hours (otherwise use a template step above).
Automatic messages — the system sends these by itself
You never send these — they go out automatically. This list is only so you know which message goes out when. The grey box under each is the exact text the client receives. Your job starts only when a "call booked" email lands — call as soon as you can.
1 · Free-call check-in (first)AUTO
When: lead chatted with the bot but booked no call and made no payment — 24 hours after their last message. One tap on the button books the call + emails you.
Aapke business ke liye ek professional website — 3 din mein live. Ek free call par poora process aur pricing samjha denge, bina kisi commitment ke. Niche button se free call book karein. [ Free Call Book Karein ]
2 · Free-call check-in (second & last)AUTO
When: the same lead is still silent 72 hours later. After this the system leaves them alone (unless they come back on their own).
Free call, koi commitment nahi, aur aapki apni professional website — bas itna. Interested hon toh niche button se call book karein. Yeh humara aakhri reminder hai. [ Free Call Book Karein ]
3 · Pre-call reminderAUTO
When: 45–60 minutes before a booked preview call (once only). If the call was cancelled, the client gets nothing — you get an email instead.
Namaste {naam}! Ek chhota reminder — aapki website preview call thodi der mein hai. Samay: {samay} IST. Piyush aapko isi number par call karenge. Kripya phone paas rakhein.
Safety rules (built-in): max 1 reminder per lead per day · max 2 per stage · a client who writes STOP is never messaged again · messages go out only between 10:00–20:00 IST · your manual off-switch: write do_not_nudge = yes on that lead's row in the CRM sheet's Nudge State tab. Every Monday 9:00 AM you get the funnel report email.
Funnel messages — sent at each step
The rest of your WhatsApp templates. These go out as a client moves through the funnel — AUTO ones send on their own, FROM A FORM ones send the moment you use the matching form above. The grey box is the exact text the client receives; {naam}, {samay} and {domain} are filled in per client.
4 · Booking confirmationAUTO
When: a client books a preview call on your Calendly — confirms the date & time. (You also get your own "call booked" email.)
Namaste {naam} ji! Aapki website preview call confirm ho gayi hai. Samay: {samay} IST Hum aapko isi samay call karenge. Koi sawaal ya badlav ho toh reply karein.
4a · Payment received — 10%AUTO
When: the client pays a link you sent with Stage = 10%. Fires by itself from the payment webhook — aivo_pay_10_hi, Devanagari, delivers anytime.
नमस्ते {naam} 🙏 आपका *₹{rakam}* का payment मिल गया है ✅ — यह *10% advance* है, काम आज से शुरू। आगे: business समझना → जानकारी और photos का छोटा form → *2–3 design* → आप चुनिए। *कोई भी design पसंद न आए तो पूरा advance 100% वापस।*
4b · Payment received — 40%AUTO
When: the client pays a link sent with Stage = 40% — aivo_pay_40_hi. Also stamps design picked on the lead. Buy the domain on this call, then save it with the Set Domain card.
नमस्ते {naam} 🙏 आपका *₹{rakam}* का payment मिल गया है ✅ — चुना हुआ design *final* 🎨 आगे: domain *आपके ही नाम पर*, फिर पूरी website, और बदलाव *जब तक आप संतुष्ट न हों*। _Domain आने के बाद refund नहीं — पर website बेहतर बनाने की ज़िम्मेदारी हमेशा हमारी।_
4c · Payment received — final 50%AUTO
When: the client pays a link sent with Stage = 50% — aivo_pay_final_hi. The domain comes from whatever you saved in Set Domain. Promises live in 10–15 minutes and code the same day — so connect it promptly.
नमस्ते {naam} 🙏 आपका *₹{rakam}* का आख़िरी payment मिल गया है ✅ *अगले 10–15 मिनट में* website *{domain}* पर live; पूरा *code*, *transfer code* और access details *आज ही*। *1 साल* free bug-fix 🛠️
5 · Preview links — 4 designsFROM A FORM
When: you send links from the Preview Links form above. All 4 design links go in one aivo_preview_links_4 template — delivers anytime (window open or closed, no opener / no waiting).
*Aapki website ke 4 design previews ready hain:* *Design 1* — https://… *Design 2* — https://… *Design 3* — https://… *Design 4* — https://… Jo design pasand aaye uska number bhej dijiye (jaise "2"). Kuch change karna ho toh call karein — 3 revisions tak.
6 · Policy & termsFROM A FORM
When: before the final payment — sent from the Policy / Terms form above. The full policy goes out in one template (aivo_policy_terms_v4, delivers anytime — no "reply OK" step); the client replies YES to move to payment.
Aage badhne se pehle kuch baatein: 1) Website, domain aur saara content poori tarah se business owner ka hai. 2) Website ki management ki poori zimmedari Aivo ki hai. 3) Payment hone ke 30 minute ke andar aapko website ka code de diya jayega. 4) Pehla saal domain aur hosting bilkul free. Next year se ₹2,500/year. 5) Har mahine 2 free edits milte hain, agar aap kuch change karna chahein. Aage badhne ke liye YES likhein.
7 · Site is live + pay balanceFROM A FORM
When: you send it from the Site Live + Balance card above — tells the client their site is live, asks for the remaining balance via a Pay balance button, and points to the handover email (ownership cert, email login, code).
Aapki nayi website ab live hai 🎉🎉 https://{domain} Baaki ka payment neeche diye button se complete kar dijiye. Humne aapko email par bhej diya hai: - Ownership certificate - Email login - Website ka code Kisi bhi madad ke liye humse contact karein.
8 · Site is live (notice only)FROM A FORM
When: you send it from the Site Live card above — a plain go-live announcement with no payment ask (use when the client has already paid in full). Just the domain.
Aapki nayi website https://{domain} aaj se live hai. Ab aapke customers ise online dekh sakte hain.🎉🎉
9 · Free form linkFROM A FORM
When: you send it from the Send Free Form Link card at the top (free funnel, after the call). Free text, so it only delivers inside the 24-hour window.
Aapke business ki website ka free preview — bilkul free, koi advance nahi. Bas yeh form bhar dijiye 🙂 https://free.aivoonline.com
10 · Free registration receivedAUTO
When: the moment a lead submits the free preview form. Confirms you got their info — if they've already booked a call it affirms the time, otherwise it sends the booking link (and they're affirmed once they book). Free text, in-window.
Aapki details mil gayi hain ✅ Hum aapki free website preview bana rahe hain — jaldi link bhej denge. Aapki call {samay} ke liye confirm hai 🙂 — agar booking abhi nahi hui — Aapki details mil gayi hain ✅ Hum aapki free website preview bana rahe hain — jaldi link bhej denge. Call ka time choose kar lijiye: calendly.com/piyushraj7861/formcallbooking
11 · Domain optionsFROM A FORM
When: you send it from the Send Domain Options card at the top (during the build, to let the lead pick a domain). Free text, so it only delivers inside the 24-hour window. 4–5 domains, all links clickable.
Aapke business {business} ke liye yeh domains available hain (pehla saal free, plan ke saath): • https://domain1.com • https://domain2.in • https://domain3.in • https://domain4.co.in Jo naam pasand aaye wahi reply kar dijiye, hum register kar denge. Hamari salaah: domain1.com — sabse chhota aur yaad rakhne mein aasaan.
Also approved in your account: Resend links — intake form + Calendly, sent by the follow-up reminders above when a paid client goes quiet · Payment received — a thank-you confirmation, approved and kept as a spare (not auto-sent right now). Every template here is Meta-APPROVED, so it delivers even after the client's 24-hour window closes.