Myra Documentation

A complete overview of what Myra does and who it's built for.

How to sign up, sign in, and recover access to your workspace.

The guided first-run flow and AI-assisted setup.

A tour of the sidebar, command palette, and keyboard shortcuts.

KPIs, recent activity, and customizable metric cards on the home screen.

Install Myra on your phone like a native app.

A visual Kanban board for moving contacts through your sales process.

The central database of every lead, customer, and conversation in your workspace.

Personal and team to-dos linked to contacts, deals, or standalone.

Capture exactly the data your business needs on every contact.

Update, message, tag, export, or delete many records at once.

Label contacts and group them into reusable saved searches.

Upload, attach, share, and find any file linked to a contact, deal, or message.

A preview-first workspace for storing, previewing, and managing team files - all in one place.

Email, SMS, voicemail, and live chat in one place - with AI assist.

Connect a mailbox, control who can use it, and know which one sent each email.

Saved snippets for email, SMS, proposals, and forms.

How the built-in unsubscribe link and STOP-keyword detection keep your emails compliant.

Two-way SMS from a real phone number, with templates and automations.

Send and receive iMessages from your Blooio number inside the unified inbox.

Make and receive calls in-browser, with recordings, transcripts, and AI analysis.

Connect a WhatsApp number and manage conversations in the unified inbox.

Connect leads to your team instantly - live-transfer an incoming web lead to a live rep on the phone.

One Microsoft connection covering Outlook calendar sync and, optionally, sending email.

Custom greetings, voicemail-to-text, and instant missed-call recovery.

A team calendar with bookings, events, and external sync.

Share a public link and let people book time with you automatically.

Run individual, round-robin, collective, pooled, and class booking calendars side by side.

A library of AI agents that work alongside your team - answering, qualifying, drafting, and analysing.

Inline AI help in the inbox, on contact records, and in reports.

Managing your monthly allowance for AI-powered features.

Trigger-based workflows that handle follow-ups, notifications, and tasks automatically.

Send beautiful, trackable proposals and turn signed acceptances into clients automatically.

Collect legally binding signatures on proposals and standalone documents.

Sales Pipeline, conversion, revenue, and activity reports with drill-down.

Connect Stripe to accept card, Apple Pay and Google Pay payments on your invoices.

Show your Wise bank details on invoices so customers can pay you by transfer.

Connect your Whop account to sell one-off checkouts and memberships from Myra.

Accept plain bank transfers by adding your bank details - no integration required.

Save a workspace setup as a reusable blueprint and apply it to new accounts.

The complete, step-by-step guide to moving a GoHighLevel account into Myra - connecting the app, approving locations, what comes across, and how to rebuild workflows.

Schedule recurring touchpoints with clients and never let a relationship go cold.

The complete, step-by-step guide to moving a Close CRM account into Myra - getting your API key, running the import, what comes across, and how to rebuild the rest.

Invite teammates, assign roles, and control what each person can do.

Make Myra look like your own product with our Glassmorphism UI.

Subscriptions, usage charges, invoices, and payment methods.

Manage many clients with consolidated billing, branding, and "View as User" support.

Connect Google, Microsoft, Stripe, Meta, phone/SMS, and more.

Push, email, and in-app alerts for the things you care about.

How Myra protects your data, your customers, and your team.

A small public REST API for leads, pipelines and client accounts.

Trigger Myra automations and capture leads from external systems.

Workspace-level configuration for branding, profile, telephony, and more.

Businesses can tailor each client workspace - dashboard widgets, pipeline stages, visible features, and lead fields.

Business-wide configuration for your white-label business.

A built-in ticket centre for clients to raise issues and for your team to track and resolve them.

Build hosted lead-capture forms with logic, design control, and analytics.

Per-destination SIP trunking rate reference - the network-delivery leg of every outbound call, priced by country and number type.

How an account manager connects Meta in the business view and maps each ad account to a client workspace so the client's Ads page fills with data.

Read-only performance dashboard for every Meta (Facebook & Instagram) ad account in your Business Manager - spend, CTR, CPC, ROAS, cost per lead, campaigns, ad sets and ads.

Invoices, recurring billing, payment links, estimates, products and coupons.

Build multi-page contracts with a visual editor - variables, drag-in signature fields, recipients with signing order, and built-in payment settings.