Question 1

What is ConnectGain?

Accepted Answer

ConnectGain is a multi-channel CRM and messaging platform that unifies WhatsApp, SMS, email, and social conversations in one inbox — with CRM, campaigns, automation, AI chatbot, voice AI, and call intelligence so teams sell and support from a single workspace.

Question 2

Which channels does ConnectGain support?

Accepted Answer

ConnectGain supports WhatsApp, SMS, Email, Facebook Messenger, Instagram DMs, and more. All conversations are centralized in one unified inbox.

Question 3

Do I need technical skills to use ConnectGain?

Accepted Answer

No! ConnectGain is designed to be user-friendly and intuitive. Our platform requires no coding or technical expertise. We also provide comprehensive onboarding and support.

Question 4

Can I try ConnectGain before purchasing?

Accepted Answer

Yes! We offer a 3-day free trial on all plans. No credit card required. Start your trial and explore all features risk-free.

Question 5

How does the CRM feature work?

Accepted Answer

Every message and call attaches to a contact. You see history, notes, custom fields, lead scoring, companies, and deals in one CRM view beside the inbox — no separate spreadsheet for WhatsApp leads.

Question 6

Is my data secure?

Accepted Answer

Absolutely. ConnectGain uses enterprise-grade encryption and complies with GDPR and other data protection regulations. ConnectGain is hosted on SOC 2 Type II certified infrastructure with independently audited security and availability controls. Your data is stored securely and never shared with third parties.

Question 7

Can I integrate ConnectGain with other tools?

Accepted Answer

Integrations connect ConnectGain to tools you already use (for example Zapier, Google Sheets, and calendar/meeting tools). Enterprise needs can include custom integrations so leads and events sync with your stack.

Question 8

How many team members can use ConnectGain?

Accepted Answer

The number of team members depends on your plan. Starter supports up to 5 members, Plus up to 10, and Pro up to 20.

Question 9

What kind of support do you offer?

Accepted Answer

We offer email support on every plan, priority support on Pro, and a dedicated account manager on Enterprise. Our support team is available to help you succeed.

Question 10

Can I cancel my subscription anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. No long-term contracts or hidden fees. If you cancel, you'll continue to have access until the end of your billing period. Cancellation does not include a refund for the current paid period.

Question 11

Do you offer custom solutions for large enterprises?

Accepted Answer

Yes! Our Enterprise plan includes custom features, white-label options, dedicated support, and SLA guarantees. Contact our sales team to discuss your specific needs.

Question 12

How does billing work?

Accepted Answer

You can choose monthly or annual billing. Annual billing is 10× the monthly price (2 months free). We accept major cards, PayPal, and bank transfers for larger plans. All sales are final — we do not offer refunds.

Question 13

Do you offer refunds?

Accepted Answer

No. ConnectGain does not offer refunds on paid subscriptions, annual plans, or plugin setup fees. You may cancel anytime to stop future billing; access continues until the end of your current billing period. Use the free trial to evaluate the product before you pay.

Question 14

What products are included in ConnectGain?

Accepted Answer

ConnectGain is a full customer engagement suite: Multi-Channel Inbox, CRM & deals, Campaign broadcasting, Automation and Sequences, AI Chatbot and Bot Flows, AI Agent, AI Voice Agent, Call Intelligence, WhatsApp Cloud, WhatsApp Lite, Scheduling/Bookings, Analytics, and Integrations. Core plans unlock the shared platform; optional plugins add specialized WhatsApp flows, voice AI, and Ecommerce COD tools.

Question 15

What is the Multi-Channel Inbox?

Accepted Answer

The Multi-Channel Inbox is your team's shared workspace for customer conversations. WhatsApp, SMS, email, Facebook Messenger, and Instagram DMs land in one place with assignment, notes, tags, and history — so agents never switch apps or lose context.

Question 16

What is ConnectGain CRM?

Accepted Answer

ConnectGain CRM turns every chat and call into a contact record. Track leads, companies, deals, custom fields, pipeline stages, and full interaction history next to the conversation — built for messaging-first sales and support teams.

Question 17

What are Campaigns?

Accepted Answer

Campaigns let you broadcast segmented WhatsApp and SMS messages to lists or filters, with scheduling, templates, delivery tracking, and performance analytics — useful for launches, reminders, and re-engagement.

Question 18

What is Automation?

Accepted Answer

Automation runs workflows that route leads, trigger follow-ups, apply tags, assign agents, and handle repetitive tasks when events happen in the inbox or CRM — so your team focuses on conversations that need a human.

Question 19

What are Sequences?

Accepted Answer

Sequences are multi-step drip outreach across channels. Define timed message steps, conditions, and stops when a lead replies — ideal for nurturing and follow-up without manual chasing.

Question 20

What is the AI Chatbot?

Accepted Answer

The AI Chatbot is a visual, no-code builder for conversational bots that answer FAQs, qualify leads, collect data, and hand off to a human agent in the shared inbox when needed — available 24/7 on your connected channels.

Question 21

What are Bot Flows?

Accepted Answer

Bot Flows are deterministic conversation flows with triggers, conditions, API calls, and human handoff. Use them for structured WhatsApp Chatbot Flow and WhatsApp Voice Chatbot journeys (menus, order confirmations, routing) when you need predictable logic.

Question 22

What is the AI Agent?

Accepted Answer

AI Agent assistants help your team work inside ConnectGain with natural language — summarizing conversations, suggesting replies, and helping agents act faster from CRM and inbox context.

Question 23

What is the AI Voice Agent?

Accepted Answer

AI Voice Agent is phone AI hosted on ConnectGain servers. It answers inbound mobile calls and can place outbound GSM calls, then logs outcomes in your CRM and can hand off to a human agent. Setup and hosting are optional plugins; AI usage (minutes/tokens) is billed separately.

Question 24

What is Call Intelligence?

Accepted Answer

Call Intelligence (also called AI Call Intelligence) turns phone calls into searchable transcripts, summaries, sentiment scores, and action items pushed into the contact record — so managers can coach quality and sales can follow up on what was said.

Question 25

What is AI Intelligence?

Accepted Answer

AI Intelligence adds AI-powered insights across conversations: summaries, suggested replies, knowledge-assisted answers, and analytics that help teams respond faster and prioritize hot leads.

Question 26

How does WhatsApp work in ConnectGain?

Accepted Answer

WhatsApp is a primary channel in ConnectGain. Start from WhatsApp Hub to compare options: WhatsApp Cloud (official Meta Business Platform with templates and green-tick path) and WhatsApp Lite (faster lightweight messaging). Both feed the shared inbox and CRM.

Question 27

What is WhatsApp Cloud?

Accepted Answer

WhatsApp Cloud is the official Meta WhatsApp Business Platform connection. Use approved templates, scale conversation tiers, and run compliant business messaging with numbers connected through Cloud API — ideal when you need official WhatsApp Business capabilities.

Question 28

What is WhatsApp Lite?

Accepted Answer

WhatsApp Lite is a lightweight WhatsApp messaging option for teams that want professional inbox messaging without the full Cloud API onboarding complexity. Conversations still land in the shared inbox for assignment and CRM tracking.

Question 29

What is Scheduling / Bookings?

Accepted Answer

Scheduling and Bookings let customers book appointments from chat or links, with reminders and calendar sync. Confirmed bookings stay tied to the contact so sales and support see the full journey.

Question 30

What do Dashboard and Analytics show?

Accepted Answer

Dashboard and Analytics give real-time visibility into conversations, campaign performance, team workload, and AI/call metrics — so you can manage SLAs, coach agents, and measure what channels convert.

Question 31

What Integrations are available?

Accepted Answer

Integrations connect ConnectGain to tools you already use (for example Zapier, Google Sheets, and calendar/meeting tools). Enterprise needs can include custom integrations so leads and events sync with your stack.

Question 32

What is the Ecommerce COD Suite?

Accepted Answer

Ecommerce COD Suite is an optional plugin for cash-on-delivery stores. It runs WhatsApp order confirmation, delivery updates, and follow-ups so shops reduce failed deliveries and keep order status in the conversation thread.

Question 33

How do Contacts, Companies, and Deals work?

Accepted Answer

Contacts store people and their channel identities; Companies group accounts; Deals track pipeline value and stages. Every inbox conversation and Call Intelligence summary links back to these records so revenue and support stay connected.

Question 34

What is Bot Builder?

Accepted Answer

Bot Builder is a $200/month add-on for the visual, no-code chatbot builder — create flows, answer FAQs, qualify leads, and hand off to a human in the shared inbox.

Question 35

What is AI Re-Engagement?

Accepted Answer

AI Re-Engagement is a $20/month add-on that helps win back silent or cold contacts with AI-assisted follow-ups tied to your conversations and CRM.

Question 36

What is SLA Monitoring?

Accepted Answer

SLA Monitoring is a $20/month add-on that tracks conversation response-time targets, alerts when chats are overdue, and helps escalate so your team meets service levels.

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