Documentation

AI creditsAI creditsHow AI is paid for in Bordee: credits, topping up the balance, limits and where to see every charge. First stepsGetting started with BordeeHow to register a workspace, sign in to the admin and get the CRM ready for your first customer in half an hour. ModulesModulesWhat Bordee modules are, how to switch them on and off, and what happens to a disabled module's data. Plan and paymentPlan and paymentThe free trial, your workspace's plan, paying by card, reminders and the month's usage. The adminThe admin tourThe sidebar, searching pages and records, pinned items, table columns, theme, accent and interface language.

ConversationsConversationsOne list of conversations from every channel: replying, assigning a manager, pausing bots and closing conversations. EmailEmails through your mail serviceHow to connect an SMTP or API mail service and send emails to contacts from funnels, with unsubscribe and a log. GmailGoogle Workspace mailYour team's Gmail mailboxes inside Bordee: correspondence, links to contacts, a full archive and an action log. TelegramTelegramHow to connect a Telegram bot, get links that start funnels, and what to know about the channel. Telegram channelsTelegram channels and groupsPosts from the admin to channels and groups, members and join requests, comments under posts, the bot's menu. ViberViberHow to connect a Viber bot, what Viber's terms are and how the channel differs from Telegram. WhatsAppWhatsAppHow to connect a WhatsApp Business number through Meta, set up the webhook and work within the 24-hour window.

AI assistantAI assistantAn assistant that finds and changes CRM data with your permissions: what it can do, approving changes, files and limits. BroadcastsBroadcastsHow to message a channel's customers by tags and languages, now or at a scheduled time, and check who received it. LanguagesCustomer languagesOne funnel, several languages: business languages, the contact's language, translated texts, picking a language in a bot and separate funnels per language. FunnelsFunnels and botsHow to build a bot from steps: messages with buttons, waiting for a reply, delays, conditions and actions, runs and publishing.

ContactsContacts and companiesThe contact page, a person's channels, owner, tags, custom fields, language, companies and merging duplicates. DealsDeals and boardsDeal stages, a deal with an amount and an owner, and a Notion-style board with grouping, filters and views. Payments in botsPayments in botsProducts, payment links with a deadline, WayForPay and «paid / not paid» funnels. Sites and adsSites, UTM and Conversions APIHow to carry UTM tags and form data from a landing page into a bot, see each customer's source and send events to the Meta pixel from the server.

Access rulesAccess rulesHow to allow or deny actions on records by their attributes on top of roles, and check why someone has access. TasksTasksTasks with due times and reminders, tasks about a contact, lists, subtasks, a board and statuses. Team and rolesTeam and rolesHow to invite a person to the team, what an administrator can do and how to set up roles with permissions. TimelineTimeline and commentsComments, the history of changes and events on contacts, companies, deals and tasks, with pinning and notifications.

Export and backupsExport, import and backupsHow to export contacts, companies and deals to Excel, import them back without duplicates, and keep a daily copy of all your data in your own storage.

MCPMCP serverHow to connect Claude Code or another MCP client to Bordee, and which tools exist for contacts, deals, conversations, tasks, funnels and broadcasts. REST APIREST API and tokensHow to issue an access token, call the Bordee REST API, which task methods exist and where webhooks stand.