# AOZO Docs

> Guides for every AOZO app: create your workspace, set up each app and learn the how-tos.

Canonical page: https://aozo.in/docs
Last updated: 2026-11-12

## AOZO workspace
Accounts, people, roles and sign-in.
- [Create your workspace](https://aozo.in/docs/workspace/create-your-workspace.md): Sign up at app.aozo.in, create your organisation and become its owner.
- [Set up your organisation profile and domain](https://aozo.in/docs/workspace/organisation-profile.md): Add your name, GSTIN, logo, colours, branded subdomain and custom domain.
- [Invite people and set roles](https://aozo.in/docs/workspace/invite-people-and-roles.md): Invite members, assign access per app and understand owner, admin and member roles.
- [Secure your sign-in](https://aozo.in/docs/workspace/secure-your-sign-in.md): Turn on email OTP, an authenticator app or a passkey to protect every AOZO app at once.
- [Choose your apps and manage billing](https://aozo.in/docs/workspace/apps-and-billing.md): Each AOZO app is its own subscription. Switch apps on, change plans and cancel from one place.
- [Search everything with ⌘K and use AI](https://aozo.in/docs/workspace/search-and-ai.md): Find any customer, ticket, invoice or person from one search bar, and use AI for the repetitive parts.
- [Your data and privacy](https://aozo.in/docs/workspace/data-and-privacy.md): How AOZO treats your data, and where to read the details.

## Open API
REST API, sign-in and webhooks.
- [Open API overview](https://aozo.in/docs/api/overview.md): The REST API behind AOZO: base URL, how requests look and what you can reach.
- [Authentication](https://aozo.in/docs/api/authentication.md): Sign in, handle two-factor, refresh your token and send it on every request.
- [Organisations and access](https://aozo.in/docs/api/organisations-and-access.md): Find your organisation id and send it with every request.
- [Quickstart](https://aozo.in/docs/api/quickstart.md): Sign in, create a lead and list your leads in three commands.
- [Errors and limits](https://aozo.in/docs/api/errors-and-limits.md): Status codes, error shapes, sign-in limits and how to retry.
- [CRM API](https://aozo.in/docs/api/crm-api.md): Create, list, update and convert leads, and manage deals.
- [Helpdesk API](https://aozo.in/docs/api/helpdesk-api.md): List, create and update tickets and add comments.
- [Accounting API](https://aozo.in/docs/api/accounting-api.md): List and create invoices, record payments and log expenses.
- [Teams and Projects API](https://aozo.in/docs/api/teams-and-projects-api.md): Read members, attendance and leave, and work with projects and tasks.
- [Send leads into CRM with a webhook](https://aozo.in/docs/api/lead-capture-webhook.md): Post leads from your website, forms or automation tools straight into AOZO CRM.

## AOZO CRM
Leads, scoring and pipeline.
- [AOZO CRM overview](https://aozo.in/docs/crm/overview.md): What AOZO CRM does, how it is laid out and how it connects to the rest of AOZO.
- [Capture and manage leads](https://aozo.in/docs/crm/manage-leads.md): Add leads, import them, filter them and see which ones to call first.
- [Run your deals pipeline](https://aozo.in/docs/crm/deals-pipeline.md): Move deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won.
- [Automate with workflows](https://aozo.in/docs/crm/workflows.md): Create rules that assign new leads, add follow-up tasks and nudge the team about stuck deals.
- [Read the sales dashboard](https://aozo.in/docs/crm/sales-dashboard.md): Understand pipeline value, closed revenue, win rate and average deal size on the Home page.
- [Send quotations and invoices from CRM](https://aozo.in/docs/crm/quotations-and-invoices.md): Use Billing in CRM to send proposals and issue GST invoices for won deals.
- [AOZO CRM: frequently asked questions](https://aozo.in/docs/crm/faq.md): Answers to common questions about AOZO CRM.

## AOZO Helpdesk
Tickets tracked to done.
- [AOZO Helpdesk overview](https://aozo.in/docs/helpdesk/overview.md): Turn customer emails and requests into tickets your team can track to done.
- [Work the ticket queue](https://aozo.in/docs/helpdesk/work-the-ticket-queue.md): Use views, filters and search to find the ticket that needs you, and create tickets by hand.
- [Write help articles](https://aozo.in/docs/helpdesk/knowledge-base.md): Publish help articles that let customers solve problems without contacting you.
- [Habits that make tickets finish](https://aozo.in/docs/helpdesk/ticket-habits.md): Small habits that keep every request traceable from first email to resolved.
- [Set up live chat and email branding](https://aozo.in/docs/helpdesk/live-chat-and-branding.md): Configure the chat widget and branded emails from the Helpdesk settings hub.
- [AOZO Helpdesk: frequently asked questions](https://aozo.in/docs/helpdesk/faq.md): Answers to common questions about AOZO Helpdesk.

## AOZO Projects
Tasks, boards and time tracking.
- [AOZO Projects overview](https://aozo.in/docs/projects/overview.md): Projects, tasks, boards and time tracking with team analytics.
- [Plan work on boards](https://aozo.in/docs/projects/boards-and-tasks.md): Create projects and tasks, then run them on a Kanban board.
- [Schedule with Gantt and critical path](https://aozo.in/docs/projects/schedule-and-critical-path.md): See dependencies, the critical path and workload conflicts.
- [Track time and read the dashboard](https://aozo.in/docs/projects/analytics-and-time.md): Log time against tasks and read status, leaderboard and trend graphs.
- [Balance workload](https://aozo.in/docs/projects/workload.md): See who has too much on their plate before deadlines slip.
- [Connect your tools](https://aozo.in/docs/projects/connect-apps.md): Link Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub.
- [Chat inside a project](https://aozo.in/docs/projects/project-chat.md): Give each project its own chat space in Hubble.
- [AOZO Projects: frequently asked questions](https://aozo.in/docs/projects/faq.md): Answers to common questions about AOZO Projects.

## AOZO Accounting
GST invoices and receipts in ₹.
- [AOZO Accounting overview](https://aozo.in/docs/accounting/overview.md): GST invoicing, quotations, items, expenses and GST reports for Indian businesses.
- [Create a GST invoice](https://aozo.in/docs/accounting/create-an-invoice.md): Issue a tax invoice with GSTIN and HSN details and share a PDF receipt.
- [Send quotations and proposals](https://aozo.in/docs/accounting/quotations.md): Send a proposal, then convert it to an invoice in one click.
- [Track payments](https://aozo.in/docs/accounting/track-payments.md): See paid, partly paid, unpaid and overdue invoices at a glance.
- [Manage your product catalogue](https://aozo.in/docs/accounting/manage-items.md): Keep SKU, HSN or SAC code, unit, GST rate and price in one catalogue.
- [Customers and expenses](https://aozo.in/docs/accounting/customers-and-expenses.md): Keep customers with their GSTIN and log your expenses.
- [Credit notes, recurring invoices and orders](https://aozo.in/docs/accounting/notes-recurring-orders.md): Issue credit and debit notes, set up recurring billing and manage sales orders and challans.
- [GST reports](https://aozo.in/docs/accounting/gst-reports.md): Use GST reports built from the invoices you issue.
- [AOZO Accounting: frequently asked questions](https://aozo.in/docs/accounting/faq.md): Answers to common questions about AOZO Accounting.

## AOZO Teams
HRMS, leave and Indian payroll.
- [AOZO Teams overview](https://aozo.in/docs/teams/overview.md): Employee directory, attendance, leave, shifts and payroll in one place.
- [Manage the employee directory](https://aozo.in/docs/teams/employee-directory.md): Add team members and track active, notice period, left and inactive staff.
- [Set up leave and comp-off](https://aozo.in/docs/teams/leave-and-comp-off.md): Understand accrual, balances, requests, approvals and the leave ledger.
- [Run payroll](https://aozo.in/docs/teams/run-payroll.md): Run payroll with EPF, ESI, Professional Tax and TDS, then export a bank NEFT batch.
- [Plan shifts and rosters](https://aozo.in/docs/teams/shifts-and-rosters.md): Schedule shifts, handle timings and timezones and publish the roster.
- [AOZO Teams: frequently asked questions](https://aozo.in/docs/teams/faq.md): Answers to common questions about AOZO Teams.

## Hubble
Team chat, calls and Copilot.
- [Hubble overview](https://aozo.in/docs/hubble/overview.md): Spaces and channels, direct messages, calls, meetings and AI copilot messaging.
- [Organise conversations with spaces](https://aozo.in/docs/hubble/spaces-and-channels.md): Create team spaces, private groups, project spaces and announcement spaces.
- [Send messages, mentions and files](https://aozo.in/docs/hubble/messages-and-mentions.md): Direct messages, @mentions, attachments and notifications.
- [Start a call or schedule a meeting](https://aozo.in/docs/hubble/calls-and-meetings.md): Start a voice or video call from the conversation, or schedule one for later.
- [Use Hubble on your phone](https://aozo.in/docs/hubble/hubble-on-mobile.md): The team directory, settings and notifications on mobile.
- [Use Copilot in the composer](https://aozo.in/docs/hubble/copilot.md): Draft, rewrite and summarise inside the conversation.
- [Hubble: frequently asked questions](https://aozo.in/docs/hubble/faq.md): Answers to common questions about Hubble.

## AOZO POS
QR ordering, KOT and GST billing.
- [AOZO POS overview](https://aozo.in/docs/pos/overview.md): Table QR ordering, billing and kitchen display for restaurants, cafés and QSRs.
- [Set up QR ordering](https://aozo.in/docs/pos/set-up-qr-ordering.md): Add tables, print one QR per table and test before your first service.
- [Take orders at the counter](https://aozo.in/docs/pos/counter-billing.md): Use the POS screen for dine-in, takeaway and delivery, with GST and UPI.
- [Use the kitchen display](https://aozo.in/docs/pos/kitchen-display.md): Run it on any tablet or TV with a browser.
- [Manage the floor](https://aozo.in/docs/pos/floor-view.md): See free, occupied and needs-attention tables with running bills.
- [Billing, GST and UPI](https://aozo.in/docs/pos/billing-and-payments.md): Itemised GST bills, optional service charge and a UPI QR for the exact amount.
- [Inventory and recipes](https://aozo.in/docs/pos/inventory-and-recipes.md): Link ingredients to dishes so every sale deducts stock.
- [Reports](https://aozo.in/docs/pos/reports.md): Close the day knowing your numbers.
- [Staff logins and roles](https://aozo.in/docs/pos/staff-and-roles.md): Give owner, cashier, waiter and kitchen their own logins.
- [AOZO POS: frequently asked questions](https://aozo.in/docs/pos/faq.md): Answers to common questions about AOZO POS.

## AOZO Booking
Direct bookings, 0% commission.
- [AOZO Booking overview](https://aozo.in/docs/booking/overview.md): A booking engine for hotels, resorts, homestays and villas in India.
- [Rooms, rate plans and meal plans](https://aozo.in/docs/booking/rooms-and-rate-plans.md): Set up room types and prices for each meal plan.
- [Use the rates and inventory calendar](https://aozo.in/docs/booking/rates-calendar.md): Change prices, stop sell, minimum stay and no-arrival days in bulk.
- [Promo codes and add-ons](https://aozo.in/docs/booking/promo-codes-and-add-ons.md): Offer discounts and upsell extras.
- [Add the booking widget to your website](https://aozo.in/docs/booking/website-widget.md): Drop a Book now search box on any website with one line of code.
- [Payments, GST invoices and cancellations](https://aozo.in/docs/booking/payments-and-invoices.md): UPI advances, GST invoices and guest self-cancellation.
- [Front desk and reports](https://aozo.in/docs/booking/front-desk-and-reports.md): Run arrivals and departures, and read occupancy, ADR and RevPAR.
- [AOZO Booking: frequently asked questions](https://aozo.in/docs/booking/faq.md): Answers to common questions about AOZO Booking.

## AOZO Commerce
Online store and checkout.
- [AOZO Commerce overview](https://aozo.in/docs/commerce/overview.md): An online store and checkout for Indian sellers and D2C brands.
- [Build your store](https://aozo.in/docs/commerce/build-your-store.md): Pick a theme and edit it with the drag-and-drop builder.
- [Add products and manage inventory](https://aozo.in/docs/commerce/products-and-inventory.md): Unlimited variants, bulk CSV import and export, and one inventory across channels.
- [Payments and checkout](https://aozo.in/docs/commerce/payments-and-checkout.md): Offer the ways Indian buyers like to pay.
- [Orders, shipping and returns](https://aozo.in/docs/commerce/orders-shipping-returns.md): Fulfil orders in one click and handle returns.
- [Sell on more channels and integrate](https://aozo.in/docs/commerce/channels-and-integrations.md): Instagram, Facebook, WhatsApp, Amazon, Flipkart, Razorpay, Zapier and open APIs.
- [AOZO Commerce: frequently asked questions](https://aozo.in/docs/commerce/faq.md): Answers to common questions about AOZO Commerce.
