Getting Started with Raion Hub
Welcome to Raion Hub - your complete solution for lead management, WhatsApp automation, and AI-powered customer engagement.
Overview
Raion Hub helps you streamline your sales process by combining CRM functionality, automated WhatsApp messaging, and intelligent AI responses. This guide will walk you through the essential setup steps to get your workspace operational.
Setup Checklist
Customize Your CRM
Configure fields and layout to match your business needs
Import Your Leads
Add existing contacts and organize your lead database
Connect WhatsApp
Enable automated messaging and lead capture
Invite Your Team
Add team members and configure permissions
Set Up Automations
Configure AI chatbot and auto-reply rules
Install Mobile App (Recommended)
Install Raion Hub as a PWA for mobile CRM access and instant notifications
Quick Start Path
Choose your starting point based on your immediate needs:
Complete Setup
Full Platform Setup (Recommended)
Perfect for new users who want to utilize all features:
- Customize CRM Fields - 15 minutes
- Import Your Leads - 10 minutes
- Connect WhatsApp - 5 minutes
- Invite Team Members - 5 minutes
- Configure AI Chatbot - 20 minutes
Total Time: ~1 hour
Essential Features Overview
| Feature Category | Purpose | Key Benefits |
|---|---|---|
| CRM Customization | Tailor fields and layout to your business | Organized lead management, custom workflows |
| Lead Management | Import, assign, and track lead progress | Centralized contact database, team collaboration |
| WhatsApp Automation | Automated messaging and lead capture | 24/7 lead generation, instant customer response |
| AI Chatbot | Intelligent customer interactions | Qualified leads, reduced manual work |
| Integrations | Connect external lead sources | Facebook Lead Ads, Google Forms integration |
Prerequisites
Before getting started, ensure you have:
Required for Setup:
- Admin access to your Raion Hub workspace
- A laptop or desktop computer (for initial CRM customization)
- WhatsApp installed on your mobile phone (for automation features)
- Existing lead data (Excel/CSV files) for import
Important Notes:
- Use a laptop for first-time CRM setup (mobile has limitations)
- WhatsApp Business is recommended but not required
- Changes to CRM fields affect all team members
- Keep your WhatsApp connected for continuous automation
Success Metrics
After completing setup, you should be able to:
✅ CRM Management
- View and edit leads in your customized interface
- Add new leads manually or via import
- Assign leads to team members
✅ WhatsApp Automation
- Capture leads from WhatsApp keywords
- Send automated responses to inquiries
- Use AI chatbot for customer questions
✅ Team Collaboration
- Invite team members with appropriate roles
- Share leads with selected field visibility
- Track lead assignment and updates
Need Help?
If you encounter any issues during setup:
- Email Support: [email protected]
- WhatsApp Support: Chat with us
- Documentation: Browse specific feature guides in the sidebar
Next Steps
Ready to begin? Start with the essential setup:
- Step 1: Field Creation & Configuration – Configure custom fields for your workflow
- Importing & Adding Leads – Bring in existing contacts
- Account Setup – Connect for automatic lead capture