LogAI Documentation

New to LogAI? Set up in order: create your account, build your organization, explore the modules and pick a plan. Written for owners, not developers.

How to sign up for LogAI: the sign-up form, password rules, optional two-factor authentication and what happens right after you create your account.

Walk through onboarding: organization profile, demo data, regional settings, WhatsApp, Razorpay, Vercel and Google Analytics integrations, and choosing a plan.

Everything about signing in at app.logai.tech: the login form, two-factor authentication and backup codes, CAPTCHA, lockouts, expired passwords and sessions.

Forgot your LogAI password? Request a reset link, learn how long links last, why a reset might fail, and how resetting also unlocks a locked account.

Add a second layer of security with authenticator-app 2FA: set up with a QR code, sign in with 6-digit codes, keep backup codes, and recover a lost device.

How billing works: the 3-day free trial, Pro (₹1,500/mo) and Pro Plus (₹2,500/mo), paying via Razorpay, seats, AI credit top-ups, invoices and cancellation.

Invite teammates, understand invitation links and seats, change or remove members, and control access with custom roles built on a View to Manage matrix.

Capture and work leads in the CRM: add, import or discover leads, catch duplicates, start orders and invoices, score and route them, and convert to customers.

Enrich leads automatically with multi-signal enrichment, and discover new businesses that match your targeting, checked against their websites and your CRM.

Build pipelines from templates, set stages, exit rules and automations, then create deals and move them across a kanban board or list until won or lost.

Build public forms and surveys that turn every submission into a matched lead, and publish booking pages where customers pick a slot and reschedule themselves.

Tour the Marketing Hub and connect your channels: Instagram, Facebook, LinkedIn, X, YouTube, TikTok, Threads, Pinterest, Bluesky, Telegram and Google Business.

Create social posts with AI captions, per-platform limits and post types (Reels, Stories, Polls), media from AI Studio or Drive, and a colour-coded calendar.

Triage every social comment and DM in one inbox with threaded replies, AI polish and keyboard shortcuts, then measure followers, impressions and engagement.

Message your team: direct messages and group chats with reactions, editing and forwarding, plus WhatsApp and SMS customer threads in the same inbox.

Plan and track work: list, board, calendar, timeline and My Work views, projects, subtasks, @mentions, Drive attachments, a built-in timer and xLog drafts.

Start instant video meetings inside LogAI, invite anyone with a share link or meeting ID, and plan ahead by pairing meetings with calendar events and reminders.

Store your organization's files in LogAI Drive: uploads up to 10 GB, built-in document, spreadsheet and drawing editors, per-person sharing and quotas.

Plan events on the shared calendar: day, week, month and schedule views, guest invitations by email, automatic reminders, and events created by other modules.

Read the Home dashboards: Overview KPIs with period comparisons and Signals, the Sales dashboard with revenue trend and leaderboard, payments and web stats.

Meet xLog: ask about leads, deals, tasks, orders and money, get charts and branded PDF reports, and let it create customers, invoices and orders with approval.

Use Reporting: a cross-business Overview plus 59 reports across Sales, Orders, Finance, Inventory, Leads, Team, Marketing and Books, with filters and CSV.

Generate product and marketing images by chat: up to 4 options per prompt, follow-up edits, mask retouch, virtual try-on and hand-off to Design Studio.

Create AI videos: 4–8 second clips on the Swift (30 credits/sec) or Cinematic (80 credits/sec) engine, style presets and multi-scene storyboard films.

Build a multi-page website from a short brief: 5 credits to plan, 60 to build up to five pages, 8 per AI change, a lead form on every page, one-click publish.

Design posters, social posts, banners and print pieces: 130+ layouts, a layer editor with text, photos, shapes and brand kits, AI generation and print export.

Build your catalog: simple and variable products, per-variant images and barcodes, weights that drive courier rates, categories, reviews and discount coupons.

Run commerce in LogAI: fulfil orders, sell at the counter with Point of Sale, ship parcels, build GST invoices, collect Razorpay payments and process refunds.

Books keeps your money in one place: who owes you and for how long, what you spend, what is in each bank, UPI and cash account, customer statements and reports.

Record money a customer paid and apply it to invoices in one step: partial payments, advances, one payment for several invoices, TDS shortfalls and undo.

Record what your business spends in Books › Money out: rent, software, travel and supplier bills with a receipt and category, plus GST input credit.

See every bank, UPI, cash and gateway balance, move money between accounts, import a statement and match each line to payments, and sync Razorpay payouts.

Decide what customers pay for delivery: a gap-free pricing ladder by order total, flat, percentage or per-item rates, GST via HSN codes, and special rates.

Connect Shiprocket and ship from an order: compare live courier rates, book a pickup, print the label and manifest, and let scans move orders to Delivered.

Let shoppers upload a photo and see your products on themselves. Turn on virtual try-on for your storefront, cap use per customer, and steer the result.

Stock History is LogAI's stock ledger: every sale, return, purchase receipt, transfer and adjustment recorded with the reason, the document and who did it.

Keep stock at several shops and warehouses: set up locations, see stock per location, move stock between them, and ship orders from the location that has it.

Enter what each product and variant costs, see live margins in Catalog, track gross profit on the Sales dashboard and in reports, and control who sees costs.

Keep suppliers in Catalog › Purchases, raise purchase orders, and receive deliveries in full or in part so stock goes up at the right location and price.

Log what suppliers ask you to pay: bills from a receipt, an order or typed lines, due dates from payment terms, and payments split across open bills.

Automate your business: build workflows visually or describe them to AI, trigger on lead, deal, task, form or WhatsApp events, send messages and call APIs.

Build a WhatsApp chatbot: start from six templates, a blank canvas or a description, choose how it starts, build on a canvas or outline, test, then publish.

Every step in a LogAI WhatsApp chatbot: Send message, Ask a question, Smart answer, Answer with AI, Detect intent, Look up orders, Jump, Hand off and End.

Teach a chatbot to answer questions: free Smart answers matched without AI, learning from unrecognised replies, and AI answers grounded in your documents.

Run chatbots alongside your team: hand chats to a person, take over or return a chat to the bot, review every transcript, and track completion and drop-off.

Check in daily, fix attendance with regularization requests, apply for leave against your balance and approve your team's requests, with exact day counting.

File expense claims for travel, meals, lodging and equipment, track them from Draft to Reimbursed, and see how managers approve and HR pays out, all in INR.

Understand LogAI payroll: attendance-based salary calculation, per-employee salary structures in INR, monthly payroll runs and downloadable PDF payslips.

Administer HR: add employees singly or by CSV, give them login access, seed leave balances, set policies, holidays, shifts and onboarding, run review cycles.

Configure your organization: profile and logo, currency and language, record numbering and financial year, invoice templates, custom lead fields and GST codes.

Set how LogAI numbers orders, invoices, returns, payments, leads, customers, deals and employees: prefix, separator, year, digits and yearly restart.

Design how your invoices look: start from eight designs, change colours, fonts, logo, sections and wording in a full-screen editor, and set one as default.

Connect LogAI to WhatsApp Business via Meta's Embedded Signup, Razorpay payments, Shiprocket shipping, Twilio SMS, Google Analytics, Vercel and your own SMTP.

Provision a hosted storefront in 1–3 minutes: pick from 23 themes, finish the guided setup, customise with the CMS builder and connect your own domain.

Verify your mobile and your organization's phone with a 6-digit SMS code, then send automatic order texts to your team and customers, with a full message log.

Connect your WhatsApp Business number with Meta's Embedded Signup or Coexistence, check each number's health, and submit message templates for approval.