Guides

How to actually run Vesma — what to set up first, what the AI decides on its own, and where you are meant to step in. Written for the person answering the enquiries, not for a developer.

Getting started

Read these two first. They decide whether everything after works.

GETTING STARTEDUpdated 2026-09-14

Your first week with Vesma

What to do in order, from an empty workspace to a real enquiry answered without you. The six setup steps, the one channel that needs nobody's approval, and how to tell on day seven whether it is actually working.

Setup orderFirst real leadWhat to check
GETTING STARTEDUpdated 2026-09-14

What your AI answers from

Every answer is grounded in documents you approve, which is why an out-of-date price list produces an out-of-date quote. What to upload, which file types are actually read, and why a floor-plan image is stored but never answered from.

Knowledge baseGroundingFile types

Your channels

Where enquiries come from, and what each one needs before it can.

YOUR CHANNELSUpdated 2026-09-14

Connecting your WhatsApp number

What happens when you connect a number through Meta, the one decision that cannot be undone easily, the 24-hour window that governs when you may message someone, and what to do while approval is pending.

WhatsApp Business Platform24-hour windowNumber migration
YOUR CHANNELSUpdated 2026-09-14

Bringing in leads from portals and your own website

Leads from MagicBricks, 99acres, Housing.com, NoBroker, IndiaMART, JustDial or your own site can land in Vesma the second they arrive. One key, one HTTP request, and attribution you can trust because the key decides the source.

Ingest keyPortal feedsAttribution

Day to day

What the AI does once leads are arriving, and where you step in.

DAY TO DAYUpdated 2026-09-14

Working the inbox: what the AI handles, and when it hands over

The AI answers, qualifies and books on its own. It stops for four things. What each handover looks like, how to take a conversation over, and how to give it back — which most people never realise they can do.

Take overResume AIEscalation
DAY TO DAYUpdated 2026-09-14

How leads are scored, and what moves a score

Hot, warm and cold are not the AI's opinion. A lead scores out of 100 on six qualification fields, how much the person actually engaged, and whether they want a visit. The exact weights, and why a chatty lead who says nothing stays cold.

ScoringQualification fieldsHOT / WARM / COLD
DAY TO DAYUpdated 2026-09-14

Follow-ups: chasing leads who go quiet

Most enquiries go silent after one message. Vesma schedules five touches over two weeks and cancels the rest the moment they stop being appropriate. The default cadence, the five things that stop it, and how to change it.

CadenceStop conditionsSilent leads
DAY TO DAYUpdated 2026-09-14

Booking site visits without a back-and-forth

The point of the whole system is a booking. How the AI decides someone is ready, why it asks for a specific day and time before it books anything, what the calendar connection changes, and how to keep the final say.

AppointmentsGoogle CalendarAuto-booking

Getting more out of it

Worth doing once the basics are running.

GETTING MORE OUT OF ITUpdated 2026-09-14

Broadcasts and re-engagement, without getting your number blocked

Messaging a list is the fastest way to lose a WhatsApp number. What Vesma refuses to send and why, the consent rules it enforces for you, the seven-day cooldown, and when re-engagement beats a broadcast.

ConsentOpt-outSeven-day cooldown
GETTING MORE OUT OF ITUpdated 2026-09-14

Telling Meta and Google which leads were real

Ad platforms optimise for what you report. Report every enquiry and they find you more enquiries; report the qualified ones with a value and they go looking for buyers. How to switch the outcome loop on, and what it needs to work.

Conversions APIQualified leadsAd optimisation