SRAZZU USER MANUAL
Simple step-by-step guide for every user.
This guide explains how to use Srazzu from first sign-up to daily operations, campaigns, automations, reports and beta feedback. It is written for non-technical users and operators.
First-day checklist
Sign up and create workspace
Start at /sign-up, verify your email, then create a workspace. A workspace is your company account where all contacts, messages, leads, tickets and campaigns live.
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Check the Dashboard
The Dashboard shows conversations, leads, tickets, tasks, alerts, channel performance, sentiment, activity and next-best actions. This is your daily overview.
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Connect or test channels
Srazzu currently supports Web Chat and Telegram in production. WhatsApp is prepared and will be connected when Meta setup is ready.
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Test Web Chat
Use /widget-test to simulate an external website. Send a test message and confirm it appears in Inbox, Leads and Events.
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Use the Inbox
The Inbox is where all customer messages arrive. Open a conversation, review Customer 360 context, draft a reply and run Quality Check before sending.
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Manage Contacts and Leads
Contacts store customer identity. Leads track buying intent and scores. Nova Auto-Intake can create leads automatically from messages.
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Handle Tickets and Tasks
Tickets track support/churn issues. Tasks track follow-ups. Automations can create both automatically.
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Create Templates and Segments
Templates are reusable messages with variables. Segments are saved audiences. Both are needed for campaigns.
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Run Campaign Dry-runs
Campaigns should be dry-run before sending. Use compliance confirmation before real sends. WhatsApp campaigns require templates later.
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Activate Playbooks
Playbooks create industry-specific segments, templates, automations and campaigns. Use Playbook ROI Simulator before activation.
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Use Executive Tools
Command Center, Briefing, Reports, Readiness, Benchmarks and Missions help leaders focus on outcomes, not raw data.
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Submit Feedback
During beta, use Feedback to report bugs, confusion, ideas and integration requests. Admins review feedback in Feedback Admin.
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User roles explained
Simple permission guide for teams.
Controls billing, members, integrations, automations and all workspace settings.
Manages operations, campaigns, templates, segments and integrations.
Replies to customers, updates tickets/tasks and manages daily conversations.
Read-only access for demos, advisors or managers.
Support and feedback
If anything is confusing, use the feedback page. For beta, clear feedback is more valuable than perfect usage.