Official End-User & Operations Guide

Ctrl TASQ Platform Features & Modules User Guide

Practical step-by-step documentation for every module across the platform. Learn where each feature is located in your sidebar, how it operates, what prerequisites you need, and the exact business value it delivers.

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1. WhatsApp Business Suite (Official Meta WABA)

Official Meta Cloud API • Zero Ban Risk

High-throughput messaging verified directly by Meta Facebook. Zero risk of account bans or blocking.

6 Compulsory Modules Included
Official Meta WhatsApp Cloud API Gateway
AI & Omnichannel ➔ WhatsApp Business

Connects your verified corporate phone number directly to Meta's servers. You send and receive messages with green-tick verified branding and high speeds (80+ msgs/sec).

What You Need: A Meta Business Manager account and a clean phone number not registered on personal WhatsApp mobile app.
Business Benefit: Zero risk of number bans; maximum brand trust; high delivery speed for urgent customer alerts.
Interactive Message Templates
WhatsApp Business ➔ Message Templates

Design interactive layouts with rich header media, dynamic customer variables like {{1}} Customer Name, Quick Reply buttons, and Website CTA links for instant Meta approval.

What You Need: Approved Meta WABA connection.
Business Benefit: Outbound promotional and utility alerts achieve 40%+ click-through rates via clickable buttons.
Segmented Mass Broadcast Campaigns
WhatsApp Business ➔ Broadcasts

Filter contacts by customer tags (e.g. VIP, Cart Abandoners, Trial Users), pick an approved template, and launch thousands of personalized WhatsApp messages in minutes.

What You Need: Approved template and contact list (CSV upload or CRM contacts).
Business Benefit: 98% open rates compared to 15% in standard email; drives immediate flash sale sales.
Conversational AI Chatbots & Keyword Triggers
WhatsApp Business ➔ Chatbots

Automatically responds to incoming customer chats 24/7. When a customer sends a keyword (e.g. "Price", "Brochure", "Order Status"), the bot replies with answers or menus.

What You Need: Configured keyword triggers or connected AI LLM key.
Business Benefit: Zero response delay for inquiries; qualifies leads without night-shift support staff.
Website Floating WhatsApp Chat Widget
WhatsApp Business ➔ Widget Generator

Generates an embeddable floating chat bubble for your website or Shopify store. When visitors click it, it opens an immediate chat with your verified business line.

What You Need: Any HTML, WordPress, or custom website.
Business Benefit: Converts anonymous website visitors into permanent, verified WhatsApp leads.
1-Click WhatsApp to Support Ticket Escalation
WhatsApp Business ➔ Live Chat Inbox

When a customer needs human technical assistance in WhatsApp, agents can click "Convert to Ticket", instantly creating an SLA-monitored support ticket in Helpdesk.

What You Need: Helpdesk Ticketing module enabled.
Business Benefit: Zero lost customer complaints; guarantees manager accountability and SLA resolution.

2. WhatsApp Web Automation & Group Scraper

Under Process / Scheduled Upgrade

Direct phone pairing via QR code scanner and group audience extractor.

4 Compulsory Modules
WhatsApp Multi-Device Web Engine
AI & Omnichannel ➔ WhatsApp Automation

Connect physical phone via QR code scan to send and receive messages without requiring official Meta developer verification.

What You Need: Physical Android or iPhone with active WhatsApp.
Business Benefit: Quick setup for local outreach without company registration documents.
WhatsApp Groups & Community Chat Automation
WhatsApp Automation ➔ Groups

Broadcast updates across multiple joined groups and automate community interactions with scheduled announcements.

What You Need: Paired device joined to targeted groups.
Business Benefit: Mass communication to niche communities and student/client cohorts.
WhatsApp Extracted Contacts & Group Scraper
WhatsApp Automation ➔ Contact Scraper

Scrapes and exports participant contact phone numbers from joined groups into clean CSV lists.

What You Need: Active group membership.
Business Benefit: Rapid lead generation and audience extraction for marketing campaigns.
Multi-Session Device Switcher
WhatsApp Automation ➔ Multi-Device

Manage multiple connected SIM cards / phones from one dashboard with automated session reconnects and load distribution.

What You Need: Multiple smartphones or physical SIM cards.
Business Benefit: Distributes sending volume across multiple numbers to prevent single-number limits.

3. Omnichannel Hub (SMS, Voice & Telegram)

Independent Channels & Unified Wallet

Centralized broadcast suite for DLT SMS, Rich Image Landing Cards, Audio OBD calls, and Telegram.

5 Modules (Select Independently)
Bulk SMS Gateway (DLT Approved Integration)
Omnichannel Hub ➔ Bulk SMS (DLT)

Sends fast transactional OTPs and mass promotional SMS via TRAI DLT approved headers (e.g. FASTSMS, SARV) with high delivery rate.

What You Need: TRAI DLT Entity ID and Registered Header (Jio, Airtel, Vodafone, or Fast2SMS).
Business Benefit: Guaranteed reach to users without smartphones or mobile internet; mandatory for login OTPs.
Smart Rich Image SMS (Short Link Landing Cards)
Omnichannel Hub ➔ Bulk SMS ➔ Rich Creator

Transforms plain SMS into rich mobile landing cards. When recipients tap the trackable short link (s.ctq.to/xyz), they see full banner graphics and 1-click CTA buttons.

What You Need: Standard SMS credits and a banner image / poster.
Business Benefit: 8x higher engagement than plain text SMS; captures real-time recipient click analytics.
Bulk OBD Voice Calls Broadcast System
Omnichannel Hub ➔ Voice OBD Calls

Automated Outbound Dialer (OBD) that calls thousands of phone numbers simultaneously and plays a pre-recorded audio announcement when the phone is answered.

What You Need: Pre-recorded MP3/WAV audio clip and outbound call credits.
Business Benefit: Commands immediate attention; reaches senior citizens and non-readers effectively.
Telegram Business Bot & Channel Broadcaster
Omnichannel Hub ➔ Telegram Channels

Connects your Telegram Bot token to publish announcements, trading calls, documents, and news to public channels and groups automatically.

What You Need: Free Telegram Bot token from @BotFather.
Business Benefit: Unlimited broadcast capacity with zero per-message fees; ideal for large community channels.
Unified Omnichannel Credits & Centralized Dispatcher
Omnichannel Hub ➔ Overview & Wallet

A shared balance wallet that powers SMS, Voice Calls, and Telegram from one pool, with automatic failover routing if any individual channel is offline.

What You Need: Active wallet balance.
Business Benefit: Single recharge invoice; campaigns continue running smoothly without separate provider topups.

4. Autonomous AI Telecalling & Voice Studio

AI Conversational Agents

Sub-second latency voice AI that conducts outbound calls, answers inbound queries, and books appointments.

6 Compulsory Modules Included
Autonomous Inbound & Outbound Calling Agents
AI & Omnichannel ➔ AI Telecalling

AI voice agents that dial phone lists or pick up incoming calls, carrying out fluid natural conversations like trained sales reps.

What You Need: SIP Trunk / Twilio / Sarv voice line and AI voice credits.
Business Benefit: Scales phone operations to 5,000+ simultaneous calls without staffing a large call center.
Human-Like Conversational Latency
AI Telecalling ➔ Voice Tuning

Sub-second response engine with realistic fillers, natural pauses, and automatic interruption handling when the customer speaks.

What You Need: Streaming audio connection (built-in).
Business Benefit: Leads believe they are conversing with an attentive human rep rather than an annoying IVR tree.
Automated Appointment & Meeting Booking
AI Telecalling ➔ Calendar Sync

Checks open slots during live voice calls and books scheduled demos directly onto Google Calendar or Outlook.

What You Need: Connected calendar account.
Business Benefit: Locks in qualified appointments immediately while the prospect is fully engaged.
Real-Time DNC Scrubbing & Compliance
AI Telecalling ➔ DNC Registry

Cross-references destination numbers against Do-Not-Call (DNC) registers before initiating dials.

What You Need: DNC compliance toggle enabled.
Business Benefit: Prevents regulatory violations and costly telecom fines.
Call Transcripts, Audio Recording & Sentiment
AI Telecalling ➔ Call Logs

Full audio playback, speech-to-text transcripts, and automated sentiment scoring (Positive, Neutral, Hostile).

What You Need: Recording permissions enabled.
Business Benefit: Instantly flags hot buyers for rapid sales closing and team quality audits.
Multilingual & Accent Customization
AI Telecalling ➔ Voice Library

Choose from realistic regional voices (English, Hindi, Telugu, regional dialects) or configure international accents.

What You Need: Voice library access.
Business Benefit: Speaks to customers in their native language, establishing immediate comfort and rapport.

5. Helpdesk & Customer Support Ticketing

Support Workspace

Multi-agent customer ticketing system with agent workspace, presence, SLAs, and public customer tracking.

6 Compulsory Modules Included
Dedicated Agent Workspace Console (/agent/workspace)
Growth & Account ➔ Support Tickets ➔ Agent Workspace

Distraction-free interface designed for customer support agents to resolve tickets, send macros, and inspect client histories.

What You Need: Team member seat with Agent role.
Business Benefit: Boosts agent resolution speed and keeps staff focused.
Multi-Agent Shared Inbox & Routing
Growth & Account ➔ Support Tickets ➔ All Tickets

Aggregates requests from Website, WhatsApp, and Email into a single queue with round-robin auto-assignment.

What You Need: Active agent seats.
Business Benefit: Prevents customer emails from being missed or answered twice.
Live Agent Presence Status (Online / Away / Busy)
Agent Console Header ➔ Presence Switcher

Agents toggle availability so tickets only dispatch to staff who are actively at their desk.

What You Need: Agent workspace login.
Business Benefit: Guarantees customers are never routed to an agent on leave.
SLA Priority Matrix & Overdue Breach Alerts
Support Tickets ➔ SLA Rules

Enforces resolution deadlines based on ticket urgency (Urgent, High, Medium, Low) and triggers manager escalation alerts on breach.

What You Need: SLA configuration rules.
Business Benefit: Ensures high customer retention and enterprise-grade SLA compliance.
Internal Private Notes & Collaboration
Inside Ticket ➔ Private Notes Tab

Staff can tag teammates and discuss troubleshooting steps in private internal comments hidden from the customer.

What You Need: Agent access privilege.
Business Benefit: Enables team collaboration on complex issues without customer confusion.
Customer Self-Service Support Portal
Public URL: /support-ticket/check-status

Public tracking page where customers input their Ticket ID or Phone number to view live progress.

What You Need: Public portal toggle ON.
Business Benefit: Cuts repetitive customer status check calls by over 60%.

6. Marketing & Social Media Automation

Independent Sidebar Modules

Multi-channel social network publishing, content calendar, ads hub, and product catalog synchronization.

9 Modular Features (Select Independently)
Social Accounts & Multi-Network Connect
Marketing & Social ➔ Social Accounts

Connect and manage Facebook pages, Instagram, LinkedIn, Pinterest, Google Business, Mastodon, and Bluesky from one unified console.

What You Need: Social network admin permissions.
Business Benefit: Centralizes brand access so credentials never need to be shared with staff.
Post Management & Content Calendar
Marketing & Social ➔ Post Management

Drag-and-drop calendar showing all upcoming social campaigns with bulk CSV uploader to queue 100+ posts in minutes.

What You Need: Connected social accounts.
Business Benefit: Saves 20+ hours of manual social posting every month.
Pinterest Boards Auto-Sync & Pin Scheduling
Marketing & Social ➔ Pinterest My Boards

Auto-discovers Pinterest boards and schedules image pins with custom landing page destination URLs.

What You Need: Connected Pinterest business account.
Business Benefit: Drives consistent organic referral traffic to e-commerce and visual portfolios.
Product Catalog & Meta Commerce Sync
Marketing & Social ➔ Product Catalog [META]

Syncs store inventory with Meta Commerce Manager so products can be tagged in Instagram/Facebook posts and sold in chat.

What You Need: Facebook Commerce Manager catalog or product CSV.
Business Benefit: Enables seamless in-app shopping directly from your social media content.
Unified Social Ads Campaign Hub
Marketing & Social ➔ Ad Campaigns

Monitor and trigger sponsored campaigns across Meta and Google without switching between separate ad managers.

What You Need: Meta Ads or Google Ads account.
Business Benefit: Consolidates advertising metrics and budget management in one place.
LinkedIn Company Events & Article Publishing
Marketing & Social ➔ Events LinkedIn

Publish executive thought leadership and corporate events to LinkedIn company pages.

What You Need: LinkedIn company page administrator role.
Business Benefit: Establishes B2B brand authority and generates enterprise buyer inquiries.
Google Business Profile (GMB) Sync & Reviews
Marketing & Social ➔ Social Accounts

Post offers and updates directly to Google Maps listings and monitor customer reviews and ratings.

What You Need: Google Business Profile manager role.
Business Benefit: Boosts local SEO search placement on Google and attracts foot traffic.
Mastodon & Bluesky Fediverse Auto-Publish
Marketing & Social ➔ Social Accounts

Publish updates across modern decentralized social networks simultaneously.

What You Need: Bluesky or Mastodon handle.
Business Benefit: Reaches early-adopter tech and Web3 audiences without manual syndication.
Cross-Platform Performance Analytics
Main ➔ Analytics

Unified charts showing reach, impressions, likes, comments, and engagement rates over time across all networks.

What You Need: Active connected accounts.
Business Benefit: Demonstrates marketing ROI with executive-ready graphical reports.

7. Sales CRM & Pipeline Automation

Independent Sidebar Modules

Kanban deal pipelines, revenue forecasting, automated stage triggers, and unified customer profiles.

5 Modular Features (Select Independently)
Multi-Pipeline Visual Kanban CRM (/crm/pipeline)
CRM & Automation ➔ Sales CRM Pipeline

Drag deals across customized stages (e.g. Lead In ➔ Demo Booked ➔ Proposal Sent ➔ Won).

What You Need: Configured pipeline stages.
Business Benefit: Gives the sales team complete visual clarity on every open business deal.
Visual CRM Automation Workflows (/crm/automations)
CRM & Automation ➔ CRM Automations

Triggers automatic emails, WhatsApp alerts, or tasks when a lead moves into a specific pipeline stage.

What You Need: Stage trigger rule configured.
Business Benefit: Guarantees consistent follow-ups without relying on manual memory.
Tasks, Reminders & Shared Team Calendar (/crm/tasks)
CRM & Automation ➔ CRM Tasks

Assign follow-up tasks to reps with due dates and calendar synchronization.

What You Need: Assigned staff members.
Business Benefit: Eliminates missed client calls and forgotten follow-up commitments.
Deal Values & Win Probability Forecasting
CRM & Automation ➔ Pipeline Header

Calculates projected deal revenue, weighted cash flow forecasts, and expected close dates.

What You Need: Deal amounts entered on cards.
Business Benefit: Provides company leadership with accurate monthly revenue forecasting.
Customer 360 Contact Profiles
CRM & Automation ➔ Contacts

Unified timeline of interactions, past WhatsApp chats, emails, tickets, invoices, and notes for each contact.

What You Need: Saved contact record.
Business Benefit: Enables any sales rep to jump into a deal with full customer context.

8. AI Content Studio & LLM Suite

AI Creative Suite

Multi-LLM text copywriting, photorealistic visual creation, brand voice tuning, and YouTube SEO optimization.

5 Compulsory Modules Included
Multi-LLM AI Text Copywriter (GPT-4o / Claude / Gemini)
AI & Omnichannel ➔ AI Content Studio

Generates high-converting social captions, ad copies, blog outlines, and email newsletters in seconds.

What You Need: AI credits or connected API key.
Business Benefit: Overcomes writer's block; produces weeks of content in minutes.
AI Image & Creative Visual Generator
AI Content Studio ➔ Image Studio

Type a text prompt (e.g. "Modern fitness bottle on sleek marble counter") to generate original photorealistic marketing images.

What You Need: AI image generation credits.
Business Benefit: Eliminates stock photo subscription fees and designer waiting times.
Custom AI Brand Voice & Tone Tuning
AI Content Studio ➔ Brand Voice

Teach the AI your company's tone (e.g. "Professional & Formal" or "Playful & Bold") so all generated content sounds like your brand.

What You Need: Brand guideline text input.
Business Benefit: Maintains brand consistency across multiple marketing team members.
Smart Hashtag & Trending Topic Finder
Post Management ➔ AI Assistant Tool

AI analyzes your post topic and suggests high-traffic, relevant hashtags to increase organic reach.

What You Need: Active post editor.
Business Benefit: Maximizes organic post impressions without paid advertising.
YouTube Video Title, Description & Tag Optimizer
AI Content Studio ➔ Video SEO

Generates SEO-optimized YouTube titles, click-worthy descriptions, and video tags designed to rank high in search.

What You Need: Video topic or transcript.
Business Benefit: Attracts consistent organic views and subscribers to your YouTube channel.

9. Lead Gen, Landing Pages & Builders

Independent Sidebar Modules

Visual landing page designer, smart form builder, OCR print ad extractor, and dynamic QR code engine.

3 Primary Modules (Select Independently)
Visual Landing Page & Smart Forms Builder Suite (/landing-pages)
Lead Gen ➔ Visual Page Builder / Forms

Visual drag-and-drop landing page designer and interactive forms with real-time leads hub, CRM auto-sync, and custom domains.

What You Need: Web browser (no coding required).
Business Benefit: Launch high-converting lead funnels in under an hour without hiring web developers.
Classifieds Newspaper OCR AI Extractor (/classified-extractor)
Lead Gen ➔ Classifieds OCR Extractor

Upload newspaper print ads or photo scans. The built-in AI scans the image and automatically extracts phone numbers and business names into clean spreadsheets.

What You Need: Scanned image or PDF of print classifieds.
Business Benefit: Turns physical print newspapers into valuable digital B2B sales lead lists automatically.
Dynamic & Trackable QR Code Generator (/qrcodes)
Lead Gen ➔ Generate QR Codes

Generate custom branded QR codes with your company logo, custom colors, and dynamic redirects (website, WhatsApp chat, or Google Review).

What You Need: Target destination URL.
Business Benefit: Bridges physical flyers, packaging, and store banners to digital conversions with scan analytics.

10. Bulk Email Marketing & Deliverability Studio

Enterprise Email Engine

High-throughput dedicated email engine with automated SPF/DKIM/DMARC wizard and 4-week domain warmup scheduler.

6 Compulsory Modules Included
High-Throughput Dedicated Email Engine (Amazon SES / Brevo API)
Marketing & Social ➔ Bulk Email Engine

Sends mass marketing newsletters and transactional emails through enterprise cloud relays at speeds exceeding 50+ emails/sec.

What You Need: Amazon SES or Brevo API credentials (configured in Admin Omnichannel Hub).
Business Benefit: Delivers high volume at a fraction of the cost of legacy email providers.
Automated Domain Authentication Wizard (SPF, DKIM, DMARC)
Email Settings ➔ Domain Verification

Automatically generates the exact DNS records (SPF, DKIM, DMARC, and custom return-path) to paste into GoDaddy/Cloudflare.

What You Need: Domain DNS access.
Business Benefit: Guarantees your emails land in the primary Inbox instead of the dreaded Spam/Junk folder.
Automated 4-Week Domain Warm-Up Scheduler
Email Settings ➔ Warmup Schedule

Gradually increases sending volume over 4 weeks to build a stellar sender reputation with Gmail, Yahoo, and Outlook.

What You Need: New domain or subdomain.
Business Benefit: Protects new sender domains from sudden ISP throttling or IP blacklisting.
Real-Time Bounce & Spam Complaint Webhooks
Email Settings ➔ Suppression List

Automatically suppresses invalid emails and spam complaints so they are never emailed again.

What You Need: Automated webhook receiver (built-in).
Business Benefit: Keeps bounce rates below 2%, preserving long-term email deliverability.
RFC 8058 1-Click List-Unsubscribe & DPDP Consent Vault
Email Campaign Settings ➔ Compliance Headers

Injects mandatory 1-click unsubscribe headers required by Google and Yahoo, and stores timestamped IP consent logs.

What You Need: Built-in compliance engine.
Business Benefit: 100% compliant with global privacy laws and modern 2026 inbox rules.
Drag-and-Drop Responsive HTML Newsletter Builder
Marketing & Social ➔ Email Templates

Visual canvas to design mobile-friendly email layouts with drag-and-drop text, images, buttons, and personal merge tags.

What You Need: None (built-in).
Business Benefit: Create gorgeous, professional newsletters without hiring HTML developers.

11. Agency, White-Label & Enterprise

White Label & Enterprise Modules

Agency branding, multi-tenant sub-accounts, customer referral engine, and enterprise REST APIs.

6 Modular Features (Select Independently)
Full White-Label Branding (Custom Domain & Logo)
Master Admin ➔ Settings ➔ White Label

Host the entire platform on your agency domain (e.g. app.youragency.com) with your own logo, favicon, colors, and login screen.

What You Need: Custom domain CNAME record pointing to platform server.
Business Benefit: Clients see your brand only; commands premium SaaS retainers.
Multi-Tenant Franchise / Client Sub-Accounts
Master Admin ➔ Tenants & Sub-Accounts

Create isolated workspaces for client businesses, allocating custom credits and feature access to each.

What You Need: Admin privilege.
Business Benefit: Run a full software agency serving hundreds of paying business clients.
Customer Referral Program & Commission Engine (/referralDashboard)
Growth & Account ➔ Referral Dashboard

Generates personal affiliate invite links for users and tracks commission earnings when their referrals subscribe.

What You Need: Enabled in settings.
Business Benefit: Turns your existing users into an active viral sales force.
Team Collaboration & Department RBAC Workspaces (/team)
Growth & Account ➔ Team Management

Invite employees and restrict their access by role (e.g. Sales reps only see CRM; Support agents only see Tickets; Marketers only see Social).

What You Need: Team seats quota.
Business Benefit: Protects sensitive company data while enabling smooth multi-department teamwork.
REST APIs & Outbound Webhooks
User Profile ➔ API Keys & Webhooks

Connect external ERPs, billing systems, or Zapier using secure API bearer tokens and webhooks.

What You Need: Developer API access.
Business Benefit: Seamlessly integrates Ctrl TASQ into any enterprise software ecosystem.
Dedicated Technical Account Manager & Priority SLA
Direct VIP Escalation Channel

Provides a dedicated technical manager with direct WhatsApp and phone access, backed by a 1-hour response SLA.

What You Need: Custom enterprise plan.
Business Benefit: Total peace of mind for high-volume enterprise operations.

Explore complete architectural blueprints in the Audit & Implementation Report.