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 that sets up your workspace, branding, pipeline, and team.

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 leads 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.

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

Send transactional and one-to-one email with deliverability built in.

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

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

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

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.

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

A visual editor for emails, social posts, proposals, and branded assets.

Compose, schedule, and analyse social media posts across networks.

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

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

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

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

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

Collect legally binding signatures on proposals and standalone documents.

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

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

Import contacts, pipelines, calendars, and automations from your old tool.

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

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

Make Myra look like your own product - for your team or your clients.

Serve the app, booking pages, forms, and emails from your own domain.

Subscriptions, usage charges, invoices, and payment methods.

Manage many sub-accounts under one agency workspace - with consolidated billing, branding, and reporting.

Connect Google, Microsoft, Stripe, Meta, Telnyx, 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 public REST API for contacts, deals, conversations, calendars, and automations.

Receive events from Myra, or trigger workflows from external systems.

Workspace-level configuration for branding, profile, integrations, notifications, and more.

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

Agency-wide configuration that applies across all of your client workspaces.

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

Invoices, recurring billing, payment links, estimates, products and coupons — all in one place. Connect Stripe and/or Wise.

Write a contract, add signers (Signer A, Signer B…), send it from your own brand email, get reminders if it's not signed.