Learn the daily JualFlow workflow.
Simple guides for WhatsApp-first businesses using JualFlow. Start with public pages, customers or prospects, enquiries, follow-ups, documents, WhatsApp messages, rewards, and reports.
Exploring before setup? Open Discover to view live example pages.
Quick Start
A practical first flow for new users.
JualFlow works best when public page enquiries, customer or prospect details, workflow status, next follow-up, and documents stay connected.
Publish a public page when you want visitors to browse items, services, or listings.
Add or select a customer, client, or prospect.
Create an enquiry, order, lead, or request.
Track open opportunities in the pipeline.
Add follow-up tasks so nothing is forgotten.
Generate a quotation, invoice, or receipt when needed.
Use WhatsApp templates to follow up with customers.
Guides
Common tasks in JualFlow
Some actions depend on your role, plan, and workspace settings.
Basics
Getting Started
Learn the first workflow to try after signing in to JualFlow.
Public Page
Public Page
Publish a customer-facing page with item browsing, WhatsApp checkout or enquiry, and sharing settings.
Public Page
Public Page Analytics
Review public page activity such as views, item interest, enquiry intent, WhatsApp clicks, and top items.
Daily Work
Booking Calendar
Manage booking/rental units, guests, deposits, holds, confirmed stays, and blocked dates from one calendar.
Business Presets
Lead / Sales Agent Mode
Manage prospects, offers, renewals, follow-ups, and active customer products without mixing them into one list.
Business Presets
Real Estate Agent Preset
Use JualFlow as a property listing, prospect, lead, viewing, and follow-up workspace.
Daily Work
Customers
Keep customer details, addresses, notes, order history, and rewards connected.
Daily Work
Orders, Enquiries & Requests
Manage the full operational list for enquiries, orders, service requests, leads, payments, issues, documents, and tasks.
Daily Work
Enquiry Pipeline
Track potential orders, leads, or requests visually before they are completed.
Daily Work
Follow-ups & Tasks
Remember who to contact, what to check, and when action is due.
Daily Work
Catalog Items
Save common products, services, or listings so records, documents, and WhatsApp messages are faster.
Operations
Quotations, Invoices & Receipts
Generate normal business documents from record data.
Operations
WhatsApp Messages
Prepare clearer customer messages using templates.
Operations
Rewards
Use loyalty or reward tracking when enabled for the workspace.
Operations
Reports
Review and export operational data when reporting is available.
Admin
Users
Invite, manage, enable, disable, and review users when your role allows it.
Admin
Workspace Settings
Configure workspace behavior such as business type, workflow, rewards, documents, and templates.
Admin
Billing & Plan
Review the current plan, trial/access state, and plan limits when available.
Account
Active Sessions
Review signed-in sessions and revoke access when needed.
Account
Profile & Account
Update your personal profile, photo, password, and account sessions.
Support
Send Feedback
Tell the JualFlow owner what feels confusing, useful, broken, or missing.
Basics
FAQ
Answers to common questions about access, public pages, WhatsApp, documents, teams, mobile use, and data.
FAQ
Frequently asked questions
Can I try JualFlow before choosing a paid plan?
Yes. Eligible public plans can be tried first when free access is enabled.
Is JualFlow only for dropship agents?
No. It is for agents, resellers, online sellers, preorder sellers, service providers, booking agents, real estate agents, and small teams.
Does JualFlow include a public page?
Yes, when the public page feature is enabled for the workspace plan or by the platform owner. Visitors can browse products, services, or listings and continue through WhatsApp.
Does JualFlow replace WhatsApp?
No. JualFlow helps organize sales work around WhatsApp and prepares useful message templates.
Can I invite users?
Yes, if your plan and role allow user management.
Can I use JualFlow on mobile?
Yes. JualFlow is built for browser use on desktop and mobile.
Can I export my data?
Exports are available when reports are enabled for your plan.
Need help using JualFlow?
Use the in-app Send Feedback button to tell the JualFlow owner what feels confusing, useful, or missing.
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