Official User Guide
CABot — WhatsApp Automation
for CA Firms
Step-by-step guide to set up and use every feature of your CABot admin panel.
What is CABot?
CABot is a WhatsApp automation platform built exclusively for Chartered Accountants. It connects to your firm's WhatsApp number and handles client queries, appointments, document delivery, and reminders — automatically, 24/7.
What CABot does for your firm
| Capability | How it helps you |
|---|---|
| WhatsApp Bot | Answers tax questions (ITR, GST, TDS), books appointments, delivers documents — without you lifting a finger. |
| Client Management | Maintain a full directory of clients with services, contact info, and history. |
| Lead Tracking | Every new inquiry on WhatsApp is captured as a lead and tracked through the funnel. |
| Document Delivery | Clients can request ITR, Form 16, GST certificates — the bot delivers them from Google Drive instantly. |
| Broadcast Messages | Send ITR deadline reminders, GST due-date alerts, and festive wishes to all clients in bulk. |
| Appointment Booking | Clients book meetings directly on WhatsApp. You get notified and can confirm/cancel from the panel. |
CABot works in 3 languages — English, Hindi, and Gujarati. Each client is served in their preferred language automatically.
Logging In
Your admin panel is at https://cabot.magecomp.com/admin/login. You can self-register or log in with your existing credentials.
New? Sign up yourself
Visit https://cabot.magecomp.com/register and fill in your firm name, WhatsApp number, and email.
A verification link is sent to your email. Click it to activate your account.
No credit card needed. You get full access for 7 days — explore every feature before subscribing.
Returning user — Log in
Go to https://cabot.magecomp.com/admin/login in any browser.
Use the number you registered with (digits only, no +).
You will be taken to your Dashboard. Session stays active for 8 hours.
Forgot your password? Click "Forgot password" on the login page — a reset link will be sent to your registered email.
Dashboard Overview
The Dashboard is your home screen. It shows a snapshot of your firm's activity.
| Widget | What it shows |
|---|---|
| Today's Appointments | Meetings scheduled for today |
| Pending Confirmation | Appointments waiting for your confirmation |
| This Month | Total appointments this month |
| Recent Appointments | Latest bookings with client name, number, and status |
| WhatsApp Connection | Status of your WhatsApp Business Account — Connected/Not Connected, WABA ID, phone number, and quick links to reconnect or activate |
The WhatsApp Connection card on the dashboard shows your connection status at a glance. If it shows "Not Connected", click "Connect WhatsApp" to begin the setup.
Bot Configuration
Go to Bot Config in the sidebar. This is where you personalise everything your clients see and hear on WhatsApp.
Services Offered
Toggle which services your firm offers. Only enabled services appear in the bot's menu for clients.
₹500) in the fee field — this is shown to clients who ask about pricing.
Welcome & Closing Messages
Edit the greeting clients see when they first message your bot, and the farewell message at the end. Supports English, Hindi, and Gujarati. The placeholder {ca_name} is automatically replaced with your firm name.
Contact Info
Set your phone number and WhatsApp number for direct contact. After tax Q&A answers, the bot shows a "Talk to us directly" button with your WhatsApp link.
Business Hours
Set your working days (e.g. Mon–Sat) and open/close times. The bot displays these when clients ask about availability.
Appointment Duration
Set the default length of appointments in minutes (e.g. 30 minutes). This is used when the bot books time slots.
Custom FAQs
Add your own Q&A pairs — the bot answers these automatically when a client's question matches your keywords.
A new row appears with fields for keywords and answer.
80C, tax saving, deduction
Always click "Save Configuration" after making any changes — unsaved changes are lost if you navigate away.
Connect WhatsApp
CABot works by linking your WhatsApp number to Meta's Cloud API so messages are routed through CABot's servers. This is a one-time setup done from Settings → Connect WhatsApp.
You need a Meta Business Account and a WhatsApp number that is not already registered to the WhatsApp Business API by another provider. If your number is currently on the regular WhatsApp Business App (the phone app), that is fine — CABot supports coexistence with it.
Step 1 — Log in with Facebook
If your number is currently on the WhatsApp Business App, Meta will show a "Connect to Business Platform" screen. Tap "Connect" to enable coexistence (see below).
Step 2 — Activate the Number
After the popup, you will see an "Activate Number" button on the Connect WhatsApp page.
This is the PIN you set in the WhatsApp Business App under Settings → Account → Two-step verification. If you have never set one, open the WhatsApp Business App and create it first.
Wrong PIN? After several failed attempts Meta temporarily blocks further tries. Wait a few hours before retrying. Make sure you enter the WhatsApp Two-Step Verification PIN, not your phone's SIM PIN or screen lock.
If your number is on WhatsApp Business App (Coexistence)
If your firm currently uses the WhatsApp Business App on your phone, you can still connect to CABot. This is called coexistence — both the app and CABot work simultaneously on the same number.
How coexistence works
- Messages sent by clients arrive in both the WhatsApp Business App and CABot.
- You can reply manually from the app, or let CABot reply automatically.
- The bot still handles 24/7 automation — tax Q&A, document delivery, appointment booking, reminders.
Coexistence limitations
| Limitation | Detail |
|---|---|
| Throughput | Maximum 20 messages per second (sufficient for CA firms) |
| Broadcast lists | WhatsApp Business App broadcast lists are disabled while coexistence is active |
| Disappearing messages | Cannot be enabled during coexistence |
| App must stay active | Open the WhatsApp Business App at least once every 14 days to keep coexistence alive |
CABot's broadcast feature works normally during coexistence — the limitation only applies to the WhatsApp Business App's own broadcast lists feature.
If you are migrating from another provider (Interakt, Wati, etc.)
If your number is already registered to a WhatsApp Business API provider like Interakt or Wati, you must disconnect it from that provider before connecting to CABot.
Do not attempt to connect a number that is still active on another BSP — Meta will show an error saying the number is already registered. Disconnect from the old provider first.
Troubleshooting
| Error / Symptom | What to do |
|---|---|
| "This phone number is already registered to a WhatsApp account" | Your number is active on another BSP. Disconnect it from that provider first, then retry. |
| Meta popup shows a hard block with no option to proceed | Your number may be on WhatsApp Business App. Make sure you are using the latest CABot signup link — the popup now supports coexistence automatically. |
| Activation fails — incorrect PIN | Open WhatsApp Business App → Settings → Account → Two-step verification to check or reset your PIN. |
| Bot is connected but not responding | Go to Settings → Connect WhatsApp and confirm the number shows a green ✓. Contact MageComp support if the status shows an error. |
Client Management
Go to Clients in the sidebar. This is your complete client directory.
Adding a New Client
The "New Client" button is at the top-right of the Clients page.
Name, WhatsApp number (with country code, e.g. 919876543210), and select which services they use.
The client is saved and will now receive broadcast messages filtered by their services.
Importing Clients from Excel / CSV
Click "CSV Template" to get the correct column format.
Open in Excel or Google Sheets. Required columns: name, whatsapp_number. Optional: services (comma-separated), notes.
Click Import, select your file. Duplicate numbers are automatically skipped.
Managing Client Services
Click on any client's row, then use the Services section to add/remove which services they use (ITR, GST, TDS, etc.). This controls which broadcasts they receive.
WhatsApp number format: Always enter numbers with country code and without the + sign. Example: 919876543210 for +91 98765 43210.
Appointments
Go to Appointments in the sidebar. Every appointment booked by a client through WhatsApp appears here.
How appointments are booked
When a client sends a message like "I want to book a meeting" or clicks the Appointment option in the WhatsApp menu, the bot asks for their preferred date and time and creates a pending appointment automatically.
Confirming or cancelling an appointment
Pending appointments appear at the top of the list. Use the date filter or search by client name.
The client's appointment status is updated immediately in the system.
| Status | Meaning |
|---|---|
| Pending | Client has booked — waiting for your confirmation |
| Confirmed | You have confirmed the appointment |
| Cancelled | Appointment was cancelled (by you or the client) |
| Completed | Meeting took place — marked by you after the meeting |
Tip: Mark appointments as Completed after the meeting. This keeps your list clean and helps track conversion rates from appointments to clients.
Document Delivery
Go to Documents in the sidebar. CABot can deliver client documents (ITR acknowledgements, Form 16, GST certificates) automatically on WhatsApp — straight from your Google Drive. You can link documents manually or use Drive Auto-Sync to classify your entire Drive folder automatically.
Setting up Google Drive (one-time)
Click the button and sign in with your Google account.
CABot uses Google's secure Drive Picker — you select exactly which files or folders to share. No blanket access to your entire Drive.
You'll see "Google Drive connected ✓" once setup is complete.
Option A — Manual: Link a document to a client
Click "Choose from Drive" — a Google Drive Picker window opens. Navigate to your file and select it.
E.g. Client: Ramesh Patel, Type: ITR, Year: 2024–25
When this client next asks "Send my ITR" on WhatsApp, the bot delivers this file automatically.
Option B — Auto-Sync: Classify your entire Drive folder
Drive Auto-Sync scans your Google Drive folder structure and automatically matches files to the right clients and document types — saving hours of manual linking.
Select your root folder, whether subfolders are per-year or not, and which document types to look for (ITR, GST, Form 16, etc.).
CABot scans the folder, matches files to clients by name, and shows you the results for review before saving.
Review matched documents and click "Save All". Unmatched files can be linked manually or ignored.
Document Requests Inbox
When a client asks for a document the bot can't find, it captures it as a Document Request. Go to Documents → Requests tab to see all pending requests. A notification bar at the top of every page shows how many unresolved requests you have.
After manually sending a requested document directly on WhatsApp, click "Mark Resolved" on the request row to clear it from your inbox.
Leads & Inquiries
Go to Leads in the sidebar. Every new person who messages your WhatsApp bot is automatically captured as a lead — no manual entry needed.
Understanding Lead Statuses
| Status | Meaning | When to use |
|---|---|---|
| New | Just messaged your bot for the first time | Default — no action taken yet |
| Active | You are in conversation / follow-up | Mark when you've reached out to them |
| Converted | Became a paying client | Mark when they sign up for a service |
| Dormant | Hasn't responded or not interested | Mark when you've given up following up |
Working with a lead
This opens the lead detail page showing their full WhatsApp conversation history with the bot.
See exactly what they asked — tax queries, services of interest, etc. This helps you personalise your follow-up.
Use the status dropdown to track where this lead is in your pipeline.
Click "Chat on WhatsApp" to open a conversation with this person directly from your phone.
Leads are privacy-protected — phone numbers are stored with encryption. The chat history is visible only to your admin panel, not to any third party.
Broadcast Messages
Broadcast messages are available on Growth plan and above. The Starter plan includes the full bot but does not include broadcast messages.
Go to Broadcast in the sidebar. Send bulk WhatsApp messages to your entire client list or specific segments.
Automated Reminders (Recommended)
CABot automatically sends compliance deadline reminders to your clients — you don't need to do anything. These include:
| Reminder Type | When it fires |
|---|---|
| ITR Filing Reminder | Before ITR due dates (advance notice) |
| GST Return Reminder | Before GSTR-3B and GSTR-1 due dates |
| TDS Deposit Reminder | Before quarterly TDS due dates |
| Advance Tax Reminder | 15 June, 15 September, 15 December, 15 March |
You can enable/disable individual reminders from the Broadcast page's Reminders tab.
Manual Broadcast (Send Now)
Use the Send Broadcast tab to send a message right away.
Choose from pre-approved templates (ITR reminder, GST reminder, custom message, etc.).
Send only to clients who use a specific service — e.g. "only send to GST clients".
Review the message and confirm. Messages are sent in the background — you can navigate away.
Broadcast Quota
Your monthly quota is based on your plan:
Broadcast quota resets on the 1st of every month. Unused quota does not carry over. Monitor your usage on the dashboard to avoid running out before month-end.
Staff Accounts
Go to Staff in the sidebar. Add team members so they can manage clients, leads, and documents without sharing your login credentials.
Adding a staff member
Enter their name, WhatsApp number, and a temporary password.
Staff — can view and manage clients, leads, appointments, and documents. Cannot access Billing or Staff management.
Share the CABot URL and their credentials. They log in with their WhatsApp number and password.
Staff accounts are available on Growth plan and above. The number of staff seats depends on your plan tier.
Billing & Plans
Go to Billing in the sidebar to view your current plan, compare all plans, and upgrade or downgrade at any time.
Monthly vs Yearly plans
Use the Monthly / Yearly toggle at the top of the Billing page to switch between billing cycles. Yearly plans give you 2 months free (pay for 10, get 12).
| Plan | Monthly (+ GST) | Yearly (+ GST) | Broadcast |
|---|---|---|---|
| Starter | ₹499/mo | ₹4,990/yr | No broadcast |
| Growth | ₹999/mo | ₹9,990/yr | 1,000 msgs/mo |
| Pro ⭐ | ₹1,999/mo | ₹19,990/yr | 3,000 msgs/mo |
| Firm | ₹3,999/mo | ₹39,990/yr | 6,000 msgs/mo |
| Enterprise | ₹7,999/mo | ₹79,990/yr | 15,000 msgs/mo |
All prices are exclusive of GST. 18% GST (CGST 9% + SGST 9%) is added at checkout. A GST-compliant invoice is emailed to you automatically after every payment.
Subscribing (Auto-Debit Mandate)
Select your preferred billing cycle and click the Subscribe button on the plan card.
A secure Razorpay window opens. Complete the payment and set up a UPI Autopay or card mandate — this authorises automatic renewal every month (or year).
Your new quota and features unlock the moment payment succeeds. From the next billing cycle, your account renews automatically — no manual payment needed.
Downgrading your plan
Click "Downgrade" on any lower-tier plan card and confirm. The change is immediate. Your current paid period remains active — the lower quota kicks in from the next billing cycle.
GST Details for your invoice
To include your GSTIN and billing address on invoices, go to Billing → "GST Details" section and fill in your GSTIN and address. All future invoices will carry these details.
Downloading past invoices
All past invoices are listed at the bottom of the Billing page. Click "Download PDF" next to any invoice to get a GST-compliant PDF with full tax breakdown.
Referral Program
Every CABot account comes with a unique referral code. When you refer another CA to CABot, both of you get free months added to your subscription.
How it works
Your personal referral code (e.g. CA-GAURAV-X7K2) is available from your account manager. Share it with any CA colleague who doesn't use CABot yet.
When MageComp sets up their CABot account, they enter your referral code. The new CA automatically gets 1 free month added to their subscription.
Once the referred CA completes their payment setup, 2 free months are added to your subscription end date. No limit on how many CAs you can refer.
Free months are added to your existing subscription — they don't replace it. If you refer 3 CAs, you get 6 extra months free.
Promo / coupon codes
MageComp occasionally provides promo codes for special campaigns (e.g. LAUNCH2026). If you have a coupon code, share it with your account manager when signing up — they will apply it and your subscription will be extended by the coupon's free months.
Each coupon code can only be used once per account. Codes may have expiry dates — check with MageComp for details.
FAQ & Troubleshooting
Contact Support
| Channel | Contact | Response Time |
|---|---|---|
| WhatsApp (Fastest) | +91 7990250277 | Within 4 hours (business hours) |
| support@magecomp.com | Within 24 hours | |
| Website | cabot.magecomp.com | — |
CABot by MageComp · User Guide v2.0 · support@magecomp.com
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