How MAZZA works
The big picture: how the agents, CRM, calendar, automations, and analytics fit together.
MAZZA is an AI front desk. Two agents talk to your customers, one on the phone and one on WhatsApp. Every conversation turns into a record, lands on your calendar when it is a booking, and updates your numbers. This page shows how the pieces connect, so the rest of the docs make sense.
The one idea behind MAZZA
A customer reaches out. An agent handles it. A record is created. You follow up, by hand or automatically. Your numbers update. That loop runs all day, every day, whether you are watching or not.
Everything in MAZZA is built around that loop. Once you see it, the whole dashboard clicks into place.
The pieces, and what each one does
Answers your phone line, books customers, and logs every call.
WhatsApp agentReplies in chat, with a team inbox for when a person steps in.
Calendar and bookingsEvery confirmed booking lands on one shared calendar.
CRMLeads, clients, deals, and bookings, each with full history.
AutomationsWorkflows that react when something happens, like a call ending.
AnalyticsCalls, messages, bookings, and a revenue forecast in one place.
These are the same sections you see in your dashboard sidebar, grouped under Daily, Sales, Customers, and Grow. For a guided walk through each one, see your dashboard tour.
How a customer becomes a record
Here is the full journey, from a customer reaching out to your numbers updating.
A customer reaches out
They call your business line or message your WhatsApp number. The matching agent picks up instantly, day or night.
The agent handles it
It answers questions, checks live availability, quotes prices, and either books the customer or captures their interest. What the agent says comes straight from your business profile and catalog.
A record is created
The conversation is saved as a Call or a WhatsApp conversation. From it, MAZZA creates a Lead when the customer is interested, or a Booking when they commit to a time. A booking also appears on your shared Calendar.
You follow up
Your team picks up the record from the CRM and follows up. Or an Automation does it for you, sending an email, a message, or creating a task the moment the record is created.
Your numbers update
Every call, message, and booking flows into Analytics. You see what is working, your busiest hours, and a forecast of what is coming.
What the agents say comes from you
The agents are only as good as what they know about your business. They do not guess. Two things teach them:
- Your business profile: your hours, services, location, and policies.
- Your fleet and catalog: what you offer, your rates, and what is available.
Keep these accurate and the agents quote correctly, check real availability, and answer policy questions on their own. Learn more in how your catalog powers the agents.
One source of truth
Update a price or a policy once, in your business profile or catalog, and both agents use it immediately. You never script the agents line by line.
Automations close the loop
Automations are the part that works while you sleep. They watch for events and react with no clicks from you.
A trigger is the event. An action is what happens next. For example: when a call ends, send the caller a WhatsApp follow-up. Or: when a booking is created, email your team. Or: when a lead is captured, create a task for a salesperson.
Automations are optional
MAZZA works fully without a single automation. Records are still created and your team can follow up by hand. Automations just take the routine follow-ups off your plate. See the automations overview.
Turn features on and off
Not every business needs every part. Modules like Deals, Tasks, WhatsApp, Automations, Collections, Fleet, Promotions, Reports, and Analytics can be switched on or off per workspace in Settings, under Features. The core pieces, your Overview, Calls, Bookings, Leads, and Clients, are always on.
Every module starts enabled, so a new workspace has the full toolkit from day one. Switch off what you do not use and it disappears from your sidebar. Nothing is deleted. This means your dashboard only shows what you actually use. To adjust it, see feature modules.
Where to go next
Last updated June 2026