Get started with Habsy Platform
What Habsy Platform is, how it works with the app, and how to find your way around.
Habsy Platform is the web dashboard for teams. Your reps capture contacts in the Habsy app at events, and everything they save shows up on Habsy Platform as they add it: every contact, every campaign and every rep's activity in one place.
Habsy Platform is a team plan, charged separately from Habsy Plus. Each rep uses Habsy Plus in the app. To set it up for your team, book a demo and our team will walk you through every feature.
Sign in
- On your computer, go to app.habsy.ai.
- Sign in with your Habsy account.
Find your way around
The menu on the left takes you to each part of Habsy Platform:
| Analytics | Your team's totals, activity, top users, categories and where cards were scanned. See Analytics. |
|---|---|
| Cards View | Every contact your team has captured, with search and filters. See Cards View. |
| Email Automation | Send emails to your contacts, one by one or in bulk. See Email. |
| WhatsApp Outreach | Send personalized WhatsApp messages. See WhatsApp. |
| LinkedIn Outreach and Instantly Outreach | Coming soon. |
| Campaigns | One campaign per event, with its own report. See Campaigns. |
| Online QR Page | Your team's digital cards, enquiry form and brand colour. See Online QR Page. |
| Users | Invite teammates and see their activity. See Users. |
| Integrations | Email sending, CRM and Calendly. See Integrations. |
| Billing Management | Add seats and pay for your plan. See Billing. |
| Settings | Intent signals, data export, data import, categories and your password. |
At the top, Search finds anything in Habsy Platform. The Demo data switch fills Habsy Platform with sample data so you can explore before your team starts scanning. Turn it off to see your own data.
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Still need help?
Email us with your account email and a short description of the issue. We reply within 1 to 2 business days.