Rapidbott Workspace

Rapidbott CRM Access

Enter your Rapidbott workspace ID to receive an OTP on the workspace owner email and verify secure access.

Welcome to Rapidbott CRM

Pipeline Board

Team Pipelines

Clone From Template

Choose a starter pipeline by team type or industry, then preview and apply.

Record	Stage	Company	Contact	Priority	Assignee	Updated	Actions

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Pipeline Workflows

Create stage and date based automations for this pipeline.

Live tip Bulk imports do not trigger these automations.

Workflow Editor

Use the same pipeline flow logic to define trigger, timing, and action.

Workflow Name

Internal label for your team so you can recognize this workflow later.

Description

Optional note describing the goal of this automation.

Trigger

Choose what event starts this workflow.

Trigger Stage

Used only for stage-based workflows. Runs when a record enters this stage.

Trigger Date Field

For date-based workflows, this is the deal date the CRM watches.

Lead Days

How many days before the trigger date this workflow should become due.

Require WhatsApp active (skip opted-out contacts)

Keeps automations from sending messages to contacts who have paused or opted out.

Action

Choose what the CRM should do when this workflow runs.

Action Timing

Send right away or schedule the action relative to a date field.

Action Date Field

Used with “Before Date”. This is the date the action timing is calculated from.

Action Offset Days

Example: `2` means send or act 2 days before the selected action date.

Template Action

Choose an approved WhatsApp template and store its runtime metadata.

WhatsApp Template

Search by template name, category, or language.

Name	Email	Phone	Status	Channel	Pipelines	Records	Attention	Last Interaction	Actions

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Company	Contacts	Pipelines	Records	Phone	Website	Owner	Attention	Last Interaction	Actions

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Activity Planner

A shared calendar for due tasks, pipeline movement, and automation history across the workspace.

Activity Calendar

Track upcoming work and workspace motion by day.

Sun Mon Tue Wed Thu Fri Sat

Selected Day

0 items

Upcoming Work

Upcoming reminders and tasks

Activity Feed

Recent activity across the workspace.

AI Agent Modules

Run follow-ups, review task queues, and inspect workflow activity.

Auto-run every 15 min

AI Insights

Built-in AI insights

AI Copilot

Available across every tab from the header launcher.

CRM Logs

Review CRM workflow history and pipeline activity without mixing it with AI task tools.

Operational history

Workspace Settings

Keep AI usage, workspace tools, and shared CRM settings in one place.

AI Wallet

Shared wallet for CRM and Rapid Hub AI features.

0 credits remaining

Error Logs

AI and internal API failures

Review Groq, Gemini, xAI, OpenAI, and CRM API errors with filters, pagination, and 60-day retention.

Workspace Controls

These mirror the CRM gear menu so the full workspace setup lives on this page too.

Open the CRM help center for setup, access, and onboarding guidance.

Open CRM Help Center

Rapidbott Credits

Shared wallet for CRM and Rapid Hub AI features.

0 credits remaining

Top up credits

Choose a shared Rapidbott Credits pack to keep AI features running across CRM and Rapid Hub.

Billing email

We'll prefill this from the workspace contact when available. You can edit it before topping up.

Top-ups open a secure Dodo checkout in a new tab. Logs are retained for 3 months.

What gets billed

We only charge AI-heavy actions. Core CRM and Rapid Hub features stay free.

Lead scoring 0.01 credits / lead
Copilot answers 0.35 credits
Workspace insights 0.1 credits
AI reports 0.75 credits

High-volume imports stay affordable because each lead only uses a tiny fraction of a credit.

Log Overview

Loading error logs...

0 total errors

0 AI errors

0 API errors

0 provider errors

Recent Errors

Newest errors appear first. Use filters to narrow the list.

Scheduled Report Emails

Save daily or weekly digest preferences and send a test report right now.

Send scheduled email digest Save the schedule you want to use for recurring reports. Recipients Frequency Day (weekly only) Time

Saved Report Gallery

Open earlier snapshots, email them again, or save them as PDF.

Latest Report Snapshot

Built-in AI reports

Use Generate Report to create a fresh snapshot, or open the latest saved report in the preview modal.

Forms

Browse existing forms, open one to edit, or start a new build.

Name Category Screens Status Actions

Form Builder

Choose a template or build a custom form from scratch.

Template Starters

0 templates

Form Builder

Edit field structure, publish a public link, and collect submissions in the CRM.

Create your first form

Pick a template to get started, or build a custom form from scratch.

Choose Component

Tap Add Item to pick the next component.

CRM Connection

Connect an existing pipeline or let this form create a custom pipeline structure automatically.

Routing Mode When enabled, submissions will be scored and routed automatically.

Pipeline Choose a pipeline or leave this blank to use the system recommendation.

Cold Stage

Warm Stage

Hot Stage

How to use Cold, Warm, and Hot

Pick the stage each lead should move to after the form scores it.

Cold

Low-intent leads that need a first follow-up or basic qualification.

Warm

Interested leads that should be reviewed, nurtured, or contacted soon.

Hot

High-intent leads that look ready for immediate sales or support action.

Lead score guide: 0-39 Cold 40-69 Warm 70-100 Hot

Recommendation pending

The system will infer the best pipeline and stage from your form fields and answer patterns.

Live Preview

See how this form will look to visitors in real time.

Preview

Rapidbott CRM Access

Select pipeline

Pipeline Workflows

Workflow Editor

Template Action

Sub Flow Action

CRM Contacts

CRM Companies

Activity Planner

Activity Calendar

Pipeline Analytics

AI Agent Modules

AI Insights

AI Copilot

CRM Logs

Automation Logs

Pipeline Activity Log

Workspace Settings

AI Wallet

Error Logs

Workspace Controls

AI Wallet

Rapidbott Credits

Top up credits

What gets billed

Error Logs

Log Overview

Recent Errors

AI Reports

Scheduled Report Emails

Saved Report Gallery

Latest Report Snapshot

Forms

No forms yet

Form Builder

Viewing this form

Start your form

Template Starters

Form Builder

Create your first form

Choose Component

Branding and Share Link

Form Details

Header

Cover Page

Form Style

CRM Connection

How to use Cold, Warm, and Hot

Live Preview

Submissions

Report Preview

AI Credit Logs

Pipeline Activity Log

AI Copilot Chat

Create Deal

Deal Preview

Live Chat

Move Record

Confirm Action

Create Custom Pipeline

Edit Pipeline

Duplicate Pipeline

Create Contact

Company Preview

Create Company

Address Information

Import Contacts CSV