LogAI Documentation

Step-by-step guides for LogAI — create your account, sign in, set up your organization, manage your subscription, and master every module of the AI-powered business platform by LogAI Technologies.

Getting Started

Create your account, set up your organization, and take your first steps in LogAI.

  • Getting started with LogAI

    New to LogAI? This guide walks you through the full setup — creating your account, building your organization, exploring the modules, and picking a plan on the AI-powered business platform by LogAI Technologies.

  • Create your LogAI account

    Step-by-step guide to signing up for LogAI: the sign-up form, password requirements, optional two-factor authentication at signup, and what happens right after you create your account.

  • Create your organization

    Walk through LogAI's onboarding wizard: organization profile, demo data, regional settings, WhatsApp / Razorpay / Vercel / Google Analytics integrations, and choosing a plan — plus everything a new workspace includes.

Account & Security

Signing in, passwords, two-factor authentication, and keeping your LogAI account safe.

  • Sign in to LogAI

    Everything about signing in to LogAI at app.logai.tech: the login form, two-factor authentication and backup codes, CAPTCHA, account lockouts, expired passwords, and session behavior.

  • Reset your password

    Forgot your LogAI password? Request a reset link at app.logai.tech/forgot-password, learn how long links last, why a reset might fail, and how resetting also unlocks a locked account.

  • Two-factor authentication (2FA)

    Add a second layer of security to your LogAI account with authenticator-app 2FA: setup with QR code, signing in with 6-digit codes, backup codes, and recovering access if you lose your device.

Plans & Billing

The free trial, Pro and Pro Plus plans, seats, AI credits, invoices, and renewals.

  • Subscriptions & billing

    How LogAI billing works: the 3-day free trial, Pro (₹1,500/mo) and Pro Plus (₹2,500/mo) plans, buying via Razorpay, seats, AI credit top-ups, invoices, renewals, and cancellation.

Team & Workspace

Invite teammates, assign roles and permissions, and administer your organization.

  • Invite your team & manage roles

    Invite teammates to your LogAI organization, understand invitation links and seats, change or remove members, and control access with custom roles built on the View, Create, Update, Delete and Manage matrix.

Sales CRM

Leads and contacts, customers, segments, and your kanban sales pipeline.

  • Leads, contacts & customers

    Capture and work leads in LogAI's CRM: create, import or discover leads, catch duplicates, filter and bulk-edit them, score them Hot/Warm/Cold automatically, convert them to customers, and keep customer records in sync.

  • AI lead enrichment & lead discovery

    Enrich your leads automatically with LogAI's multi-signal enrichment engine, and discover brand-new businesses that match your targeting — checked against their own websites, filtered against your CRM, and reviewed before anything is saved.

  • Sales pipelines & deals

    Build sales pipelines from templates in LogAI, create deals against your leads, drag them through kanban stages with exit requirements, automate stage transitions, and close deals as won or lost.

  • Lead capture forms & booking pages

    Build public forms that feed submissions straight into your LogAI CRM with smart lead matching, and publish booking pages where customers schedule, reschedule, or cancel appointments themselves.

Marketing

Connect social channels, compose and schedule posts, and manage engagement from one hub.

  • Marketing Hub & connecting channels

    Tour LogAI's Marketing Hub and connect your social channels — Instagram, Facebook, LinkedIn, X, YouTube, TikTok, Threads, Pinterest, Bluesky, Telegram, and Google Business — read-safe, one account per platform.

  • Compose & schedule social posts

    Create social posts in LogAI with AI captions, per-platform character limits and post types (Reels, Stories, Polls), media from AI Studio or Drive, scheduling with quick picks, and a color-coded posts calendar.

  • Engagement inbox & social analytics

    Triage every social comment and DM in one LogAI inbox — threaded replies with AI polish, keyboard shortcuts, handled states — and measure performance with follower, impression, and engagement analytics.

Collaboration

Chat, tasks, video meetings, Drive file storage, and the shared calendar.

  • Team chat

    Message your team in LogAI: direct messages and group chats with reactions, editing, and forwarding — plus WhatsApp Business customer threads in the same inbox.

  • Tasks & time tracking

    Plan and track work in LogAI: list, board, calendar, timeline and My Work views, projects with their own status columns, subtasks, multiple assignees, one-line quick add, @mentions, Drive attachments, a built-in timer — and xLog drafts for subtasks, checklists, test cases, summaries and your day.

  • Video meetings

    Start instant video meetings inside LogAI, invite anyone with a share link or meeting ID, and plan ahead by pairing meetings with calendar events and email reminders.

  • Drive file storage

    Store your organization's files in LogAI Drive: chunked uploads up to 10 GB, built-in document/spreadsheet/drawing editors, per-person sharing with Read/Write/Delete levels, and plan-based storage quotas.

  • Team calendar

    Plan events on LogAI's shared calendar: day/week/month/schedule views, guest invitations by email, automatic 1-hour and 5-minute reminders, and events created by other modules like scheduled social posts.

Home & Dashboards

Your overview, sales, payments and analytics dashboards — plus the xLog AI assistant.

  • Business dashboards

    Read LogAI's Home dashboards: Overview KPIs with period comparisons and live Signals, the Sales dashboard with date-range KPIs, revenue trend, orders, stock and team leaderboard, the Razorpay Payments dashboard, Google Analytics website stats, and one-click AI Insights.

  • xLog, the AI assistant

    Meet xLog, LogAI's AI assistant: ask about your leads, deals, tasks, orders and money, get figures drawn by the app, build branded PDF reports for any day or period, let it create customers, invoices, payments, orders and deals — every change waits for your approval — and see which products xLog spotted as worth a campaign.

Reports & Analytics

58 ready-made reports across sales, orders, finance, inventory, leads, team, marketing and Books — with filters, comparisons and CSV export.

  • Reports & analytics

    Use LogAI's Reporting section: a cross-business Overview plus 58 ready-made reports across Sales, Orders, Finance, Inventory, Leads, Team, Marketing and Books, with KPI tiles, charts, filters, financial-year date presets, period comparison and CSV export.

AI Studio

Generate images, videos, and full websites with AI — and use them across LogAI.

  • AI image generation & try-on

    Generate marketing and product images by chat in LogAI's Image Studio — up to 4 options per prompt, follow-up edits that remember the conversation, mask-guided retouch, virtual try-on and a one-click hand-off to Design Studio — at 8 AI credits per image (15 on Pro quality).

  • AI video generation

    Create AI videos in LogAI's Video Studio: 4–8 second clips on Swift (30 credits/sec) or Cinematic (80 credits/sec) engines, style presets, and multi-scene storyboard films with free AI Director drafting and crossfade stitching.

  • AI website builder

    Build a complete multi-page website from a short brief in LogAI: 5 credits to plan the sitemap and design, 60 credits to build up to five pages, 8 per AI change, a lead form on every page that lands in your CRM, and one-click publishing to your own Vercel account.

  • Design Studio: posters & social graphics

    Design posters, social posts, banners and print pieces in LogAI's Design Studio: 130+ ready-made layouts, a layer editor with text, photos, shapes, effects and brand kits, AI poster generation (5 credits, plus 8 when it paints a hero image) and copy rewrites (2 credits), and PNG, JPEG, PDF or CMYK print export.

Catalog & Commerce

Products and coupons, orders and returns, invoices, payments, Books (money in, money out and bank), shipping, and abandoned carts.

  • Products, categories & coupons

    Build your catalog in LogAI: simple and variable products with variants, per-variant images and auto-generated barcodes, weights and dimensions that drive courier rates, category hierarchies, customer reviews, and discount coupons with cart conditions.

  • Orders, invoices, payments & returns

    Run your commerce operations in LogAI: track and fulfil orders, sell at the counter with Point of Sale, ship with a courier and track parcels, build GST invoices that manage stock, collect payments with Razorpay links, process refunds and exchanges, and recover abandoned carts.

  • Books: money in, money out and your bank

    Books under Commerce keeps your business money in one place: who owes you and for how long, what you spend, what's in each bank, UPI and cash account, shareable customer statements and accounting reports — with two switches so you only see what your business needs.

  • Record payments and settle up

    Record money a customer paid and apply it to their invoices in one step: partial payments, advances, one payment for several invoices, payments short by TDS or bank charges, backdated receipts, promises to pay — and how to undo a payment recorded by mistake.

  • Money out: record business expenses

    Record what your business spends in Books → Money out: rent, software, travel and supplier bills with a receipt, a category and the account it was paid from, GST or VAT and input credit when you're registered, unpaid bills, and repeating costs that record themselves.

  • Bank: balances, transfers and statement matching

    Use Books → Bank to see every bank, UPI, cash and gateway account's running balance, move money between accounts, import a bank statement (CSV, Excel or pasted rows) and match each line to your payments and expenses, sync Razorpay payouts and fees, and mark an account as checked up to a date.

  • Delivery charges & the pricing ladder

    Decide what your customers pay for delivery: build a gap-free pricing ladder by order total, add flat, percentage or per-item rates, apply GST via HSN codes, and set special rates by item count, date window, country or state.

  • Ship orders with a courier

    Connect Shiprocket to LogAI and ship straight from an order: compare live courier rates, book a pickup, print the label and manifest, and let courier scans move your orders through Shipped, Out for delivery and Delivered on their own.

  • Virtual try-on for your storefront

    Let shoppers upload a photo and see your products on themselves. Turn on AI virtual try-on for your LogAI storefront, cap how often each customer can use it, and steer the result with global and per-category prompts.

Workflows & Automation

Build automations that react to events with emails, tasks, API calls, and more — and WhatsApp chatbots that answer, qualify and hand off for you.

  • Workflow automation

    Automate your business in LogAI: build workflows visually or describe them to AI, trigger on lead/deal/task/calendar events, send emails, call APIs, branch with conditions, add delays, and monitor every run step by step.

  • WhatsApp chatbots

    Build a WhatsApp chatbot in LogAI: start from six templates, a blank canvas or a plain-English description, choose how it starts (keyword, any message, after silence, template button, or your team), build it on a canvas or as an outline, test it in a free simulator, and publish versions to your WhatsApp Business number.

  • Chatbot steps: questions, messages, look-ups & AI

    Every step you can use in a LogAI WhatsApp chatbot: Send message, Ask a question (buttons, lists, number, email, phone, date, yes/no, location, files), Smart answer, Answer with AI, Detect intent, Extract details, Look up orders and booking slots, Set variable, Jump, Hand off, Notify team and End — with their branches and placeholders.

  • Chatbot Smart answers & AI

    Teach a LogAI WhatsApp chatbot to answer questions: free Smart answers matched without AI (variants, keywords, synonyms, typo tolerance), learning from unrecognised replies, and optional AI answers grounded in your instructions, facts and Drive documents — 1 or 2 credits per answer, never charged in the simulator.

  • Chatbot hand-off, conversations & analytics

    Run LogAI WhatsApp chatbots alongside your team: hand chats to a person or rotate them, take over or return a chat to the bot from the WhatsApp thread, review every conversation's transcript and path, and track completion, hand-offs, drop-off, ratings and knowledge gaps in analytics.

HR & People

Employees, leave, attendance, shifts, payroll, expenses, and performance reviews.

  • Attendance & leave

    Check in daily, fix attendance with regularization requests, apply for leave against your balance, and approve your team's requests — with LogAI's exact day-counting and approval rules.

  • Expense claims & reimbursement

    File expense claims in LogAI — travel, meals, lodging, equipment — track them from Draft to Reimbursed, and learn how managers approve and HR pays out, all in INR.

  • Payroll & payslips

    Understand LogAI payroll: attendance-based salary calculation, per-employee salary structures in INR, monthly payroll runs, and downloadable PDF payslips for every employee.

  • HR administration

    Administer HR in LogAI: add employees (single or CSV), give them login access, seed leave balances, configure policies, holidays, shifts, and onboarding, publish announcements, and run performance review cycles.

Settings & Integrations

Organization settings, record numbering, invoice templates, taxes, integrations, and your online store.

  • Organization settings

    Configure your LogAI organization: profile and logo, currency and language, record numbering and financial year, invoice templates, custom lead fields, lead assignment strategies, and GST tax codes.

  • Record numbering

    Set how LogAI numbers your orders, invoices, returns, payments, leads, customers, deals, employees, expense claims and leave requests: prefix, separator, year or financial year, digits, yearly restart and the number to continue from.

  • Invoice templates

    Design how your LogAI invoices look: start from eight starter designs, change colours, fonts, logo, sections and wording in a full-screen editor, preview with sample invoices, and set one default template for every invoice.

  • Integrations: WhatsApp, Razorpay, Shiprocket & more

    Connect LogAI to the outside world: WhatsApp Business via Meta's embedded signup, Razorpay payments with a single webhook, Shiprocket for courier shipping, Twilio for SMS, Google Analytics dashboards, Vercel publishing, and your own SMTP for outgoing email.

  • Your online store

    Provision a hosted eCommerce storefront in LogAI in 1–3 minutes: pick from 22 themes, finish the guided setup, customize with the CMS builder, set delivery charges and payments, connect a custom domain — selling your Catalog products with orders flowing into Commerce.