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Search step-by-step setup guides, portal webhook recipes, Android caller overlay permissions, 100m GPS attendance troubleshooting, and dedicated Indian support.

Popular:
All Systems Operational
Webhook SLA: < 3.8s
Platform Uptime: 99.99%
Support SLA: < 15 mins (WhatsApp)
Knowledge Pillars

Browse by Knowledge Area

Explore in-depth documentation and best practices organized by module.

Quickstart & Onboarding

Set up your organization, invite sales reps, configure branches, and complete the 10-minute launch sequence.

Lead Portals & Ingestion

Connect MagicBricks, 99acres, Housing.com, IndiaMART, Justdial, and Meta Ads for <3.8s instant lead delivery.

Android App & Call Overlay

Install the field APK, grant background overlay permissions, and log in-call notes directly from client phone calls.

Field GPS & Attendance

Configure office and project geofences, verify on-ground site visits, and replay 15-day rep travel routes with odometer logs.

Deals & Pipeline Control

Customize INR deal stages, set automatic follow-up reminders, log deal values, and analyze lost reasons to boost win rates.

GST Invoicing & POS

Generate 18% GST tax invoices, create instant PDF quotations with HSN codes, and manage retail/salon POS counter billing.

NEX - AI & Automations

Deploy AI-driven lead scoring, trigger instant WhatsApp welcome messages, and build automated nurture workflows.

Security, 2FA & Billing

Enforce two-factor authentication, export CSV data backups with 1 click, manage subscription plans, and download GST receipts.

Interactive Implementation Guides

Popular Setup Walkthroughs

Step-by-step instructions to configure your most critical operational workflows.

Connecting MagicBricks & 99acres Webhook Ingestion

Achieve sub-3.8s lead arrival from Indian real estate and B2B portals directly into your pipeline.

3 Minutes Admin Role Required Zero Code Required
1

Generate Your Unique Webhook URL in NexBond

Navigate to Settings → Lead Ingestion → Webhooks in your NexBond admin console. Click "Create New Ingestion Source" and select MagicBricks or 99acres / Housing from the provider list.

2

Copy Your Secure Ingestion Endpoint

Your unique tokenized webhook URL will be generated. Copy this URL to paste into your portal partner dashboard:

Webhook Endpoint URL Format
POST https://api.nexbond.in/v1/webhooks/ingest/mb_live_sec_789456123
3

Paste into Portal Developer Settings & Send Test Payload

In your portal account, paste the URL into CRM Integration / Lead Push API. Send a test inquiry. NexBond will validate the JSON structure in under 50 milliseconds and create a new deal under the "New Inquiries" stage.

Pro Tip: NexBond automatically normalizes Indian mobile numbers, strips duplicate country codes, and performs instant duplicate checks so your reps never call the same client twice.

Enabling Floating Android Call Overlays & Background Battery Settings

Equip sales executives with live client deal context and 1-tap call note disposition during phone conversations.

2 Minutes Android 10 to 15 Supported Xiaomi / Samsung / Vivo
1

Install the NexBond Field APK & Sign In

Download the official NexBond Android App from the Google Play Store or scan the QR code from your admin panel. Log in with your sales rep credentials.

2

Grant "Display Over Other Apps" & Call Log Permissions

When prompted during first login, enable Display over other apps. This allows NexBond to display the client's past notes, budget, and pending deal stage as a non-intrusive floating card whenever the phone rings.

3

Set Battery Optimization to "Unrestricted / No Restrictions"

On OEM devices (MIUI, HyperOS, ColorOS, FunTouch OS), go to App Info → Battery Saver → Select "No Restrictions". This ensures the background call listener is never prematurely killed by aggressive OEM power managers.

Privacy Guaranteed: Only client phone numbers that exist in your authorized NexBond CRM lead database will trigger the floating CRM overlay. Personal family/friend calls remain completely private.

Configuring 100m Geofenced Office Attendance & Route Audits

Eliminate buddy punching and fake site visits with tamper-proof satellite location verification.

4 Minutes Tamper-Proof GPS Mock Location Block
1

Define Branch Office Coordinates & Geofence Radius

Go to Admin → Branches & Geofences. Drop a pin on Google Maps or enter your office latitude and longitude. Set your allowed check-in radius (recommended: 100 meters).

2

Enable Mandatory Selfie or E-Signature Verification (Optional)

Turn on "Require Live Camera Selfie" or "Client E-Signature" for field client meetings. The app will capture GPS latitude, longitude, timestamp, and battery percentage with 100% cryptographic audit trail.

3

Inspect Live Attendance & 15-Day Route Playback

Managers can view live field staff positions on the interactive map or replay daily travel paths with kilometer odometer calculations for seamless expense reimbursements.

Setting Up WhatsApp Cloud API & Automated Follow-Up Triggers

Send instant personalized welcome brochures and quotation PDFs to inbound leads in under 5 seconds.

5 Minutes Official Meta Cloud API High Deliverability
1

Connect Your Meta WhatsApp Business Account (WABA)

Go to Settings → Integrations → WhatsApp Cloud API. Click "Connect with Meta" and log in with your verified WhatsApp Business phone number.

2

Create or Sync Pre-Approved Message Templates

Create templates with dynamic variables like {{client_name}}, {{property_name}}, or {{rep_phone}}. NexBond automatically fetches approved templates directly from Meta.

3

Set Up Stage-Change Auto Triggers

In Automations → Workflows, set a rule: "When Deal Moves to 'Site Visit Scheduled' → Send WhatsApp Confirmation with Google Maps Location Pin to Client".

1-Click GST Invoicing, HSN Codes & Proforma Proposals

Calculate 18% CGST/SGST/IGST automatically and generate branded PDF quotes directly from the deal card.

2 Minutes 100% GST Compliant Custom Logo & Signature
1

Upload Your Company GSTIN, Logo & Bank Details

Go to Settings → Billing & Invoices. Enter your 15-digit GSTIN, business address, bank UPI/NEFT details, and upload your company letterhead logo.

2

Open Any Deal Card & Click "Generate Quotation / Invoice"

Select products or services from your catalog with predefined HSN codes. NexBond automatically calculates State GST (CGST + SGST) or Inter-State GST (IGST) based on the customer's state code.

3

Download PDF or Share Directly via WhatsApp

Download a high-resolution print-ready PDF invoice or click "Share via WhatsApp" to deliver the document directly to the client's phone.

Migrating Existing Leads from Excel or Google Sheets to NexBond

Import up to 50,000 lead records in seconds with automatic column mapping and phone number cleansing.

3 Minutes Duplicate Detection CSV & XLSX Supported
1

Download the Sample CSV Template

Go to Leads → Import Leads → Download Sample Template. The template includes standard headers: Name, Phone, Email, City, Budget, Source, and Stage.

2

Upload Your File & Map Custom Fields

Upload your CSV file. NexBond's smart column mapper will automatically match headers. You can also assign all imported leads to specific sales reps in round-robin or single-owner mode.

3

Review Import Summary & De-duplication Results

NexBond will report total rows created, duplicates updated, and any invalid phone numbers in an instant downloadable summary report.

Instant Diagnostics

Troubleshooting & Common Fixes

Encountering an issue? Check these immediate solutions before opening a support ticket.

Resolution Checklist:

99% of ingestion delays are caused by webhook endpoint URL typos or expired portal subscription tokens:

  • 1. Verify that your webhook URL begins with https://api.nexbond.in/v1/webhooks/ingest/.
  • 2. Check Settings → Webhooks → Ingestion Logs in NexBond to see if incoming payloads are hitting the server.
  • 3. Ensure your portal account (e.g. MagicBricks Partner Portal) has the API push option toggled to Active.
  • 4. Verify if lead deduplication rules are active (if the same contact inquired within 24 hours, it attaches as an update rather than creating a duplicate card).
Resolution Checklist:

Recent Android OS security updates require explicit permission configuration:

  • 1. Open phone Settings → Apps → NexBond → Other Permissions and enable "Display pop-up windows while running in the background".
  • 2. On Xiaomi (MIUI / HyperOS), enable "Autostart" and set Battery Saver to "No restrictions".
  • 3. Check that the incoming caller's number is saved in your NexBond customer database (personal unsaved numbers do not trigger overlay to respect privacy).
  • 4. Ensure you have granted Phone State & Call Log permissions in the app settings.
Resolution Checklist:

Location mismatch usually occurs due to low satellite GPS accuracy or incorrect branch pin coordinates:

  • 1. Ensure the sales rep's phone has Google Location Accuracy (High Accuracy Mode) turned ON in Android Settings.
  • 2. Verify that "Developer Options → Allow Mock Locations" is disabled (NexBond automatically blocks mock location spoofing).
  • 3. If staff are checking in from inside multi-story commercial buildings, increase your geofence radius in admin settings from 100m to 150m to account for structural GPS drift.
Resolution Checklist:

Follow these checks for Meta WhatsApp Cloud API status:

  • 1. Ensure your message template has been approved by Meta and has an Active (Green) status in your WhatsApp Manager.
  • 2. Check if your Meta WhatsApp Business balance / payment method has valid credits attached for conversation billing.
  • 3. Verify that customer phone numbers include the +91 country code without spaces or leading zeroes.
Resolution Checklist:

Quick fixes for spreadsheet file formatting:

  • 1. Ensure your file is saved in CSV UTF-8 (Comma delimited) (.csv) or standard .xlsx format.
  • 2. Confirm that the mandatory column Phone contains at least 10 valid digits per row.
  • 3. Remove merged cells, blank header columns, or special currency symbols from numerical price columns.
Direct Human Support

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