Getting Started with CuboidPilot & Cai AI Agent

5-Minute Quickstart

CuboidPilot provides a modern alternative to traditional, static chatbots. Instead of rigid decision trees that frustrate visitors, CuboidPilot employs Cai—an autonomous, semantically grounded AI Agent that acts as your 24/7 first-line support specialist and top inbound SDR.

Architecture & Security

CuboidPilot runs on an enterprise-grade multi-tenant architecture designed for low-latency customer interactions and strict data segregation:

Step 1: Setting Up Your Business Profile

The onboarding begins at onboarding/business.html. Here you configure your organization's legal name, primary website URL, industry sector, and time zone.

Step 2: Defining Strategic Goals & Workflow

At onboarding/goals.html, you establish the primary mission for CuboidPilot. Your choice dictates how aggressively Cai engages visitors and when it initiates lead capture forms:

Step 3: Cai Knowledge & Document Grounding

Located at onboarding/ai.html, this is the cognitive core of your AI Agent. Cai's answers are 100% grounded in the verified data sources you supply here.

Step 4: Website Widget Integration

Onboarding screen onboarding/website.html generates your unique embed snippet. Copy and paste this single script snippet into your website before the closing </body> tag:

<!-- CuboidPilot Cai AI Agent Widget -->
<script 
  src="https://cai.cuboidsoft.in/widget.js?v=7.1" 
  data-company="cp_live_cuboidsoft" 
  data-color="#111111" 
  data-position="right"
  async>
</script>

Step 5: WhatsApp Cloud API & Mobile Continuity

At onboarding/whatsapp.html, you connect your official WhatsApp Business Account. This powers 1-Tap WhatsApp Continuity.

Step 6: Simulator Verification & Going Live

The final onboarding step at onboarding/ready.html runs an automated system health check before opening your live desk:

Managing Knowledge Documents & Ongoing Grounding

As your business evolves, keep Cai up to date through app/knowledge.html:

Real-Time Live Chat Takeover

Inside app/conversations.html, counselors monitor active visitor sessions across Web and WhatsApp in real time:

Closing Radar & Commercial Intent Scoring

The app/closing-radar.html module automatically categorizes active visitors into 3 commercial intent tiers:

Client JavaScript SDK Reference

The CuboidPilot widget exposes a lightweight global JavaScript API on window.Cai for programmatically triggering chats, passing user attributes, or binding to custom buttons on your site:

// 1. Open the Cai chat widget window
window.Cai && window.Cai.open();

// 2. Close the Cai chat widget window
window.Cai && window.Cai.close();

// 3. Pass authenticated user context from your app session
window.Cai && window.Cai.identify({
  userId: "user_98124",
  name: "Arjun Mehta",
  email: "arjun@example.com",
  plan: "Enterprise",
  company: "Nexora Systems"
});

// 4. Trigger a contextual prompt or question automatically
window.Cai && window.Cai.prompt("Tell me about the Enterprise SLA options");

Channels & Integrations — Setup Manual

CuboidPilot features a centralized Multi-Channel Hub at app/channels.html. Connect your official WhatsApp, Instagram DMs, Google Calendar, Email (SMTP), Google Sheets, and CRMs. Whether you are a business owner or non-technical manager, each channel is live in under 5 minutes.

1. WhatsApp Business (Official Meta Cloud API)

2-Way Autonomous AI Chat, Inbound Lead Capture & Outbound Broadcasts

Time: ~5 mins • Zero Coding

What you need before starting:

• A free Meta Developer account at developers.facebook.com
• A clean phone number (not currently registered on personal WhatsApp app)
• Access to your CuboidPilot Channels hub (app/channels.html)

1

Create Meta Developer App: Go to Meta Developer Apps → Click Create App → Select Other → Select App Type as Business.

2

Add WhatsApp Product: On the Add Products page, locate WhatsApp and click Set up. Meta will create a WhatsApp test sandbox and show your credentials.

3

Copy 3 Keys from Meta: Under WhatsApp → API Setup, copy:

• Phone Number ID (e.g., 108294829104812)
• WhatsApp Business Account ID (WABA ID) (e.g., 102938192830192)
• Temporary / Permanent Access Token (starts with EAA...)

4

Configure Webhook in Meta: Go to WhatsApp → Configuration → Webhook, click Edit and enter:

Callback URL: Copy

https://cai.cuboidsoft.in/api/webhooks/whatsapp.php

Verify Token: Copy

cuboid_whatsapp_verify

Click Verify and save, then click Manage Webhook fields and check messages and message_template_status_update.

5

Paste in CuboidPilot: In your dashboard at app/channels.html, click on the WhatsApp card → Paste your Phone Number ID, WABA ID, and Token → Click Save & Connect. Your AI Assistant is now live on WhatsApp!

2. Instagram Direct Messages (Meta Graph API)

Auto-Reply to Story Replies, Reels Comments & Inbound DMs with Lead Sync

Time: ~3 mins • High Converting

Non-Tech Prerequisite (Very Important):

Your Instagram account must be a Professional / Business / Creator account (Free in Instagram mobile app under Settings > Account Type). It must be linked to an official Facebook Page.

1

Allow Connected Tools in Instagram App: On your mobile Instagram app → Settings → Messages & Story Replies → Message Controls → Toggle ON "Allow Access to Messages".

2

Add Instagram to Meta App: In your Meta Developer App, click Add Product → Instagram Graph API → Click Set up.

3

Configure Webhook in Meta (Step 3 in Meta Portal):

Callback URL: Copy

https://cai.cuboidsoft.in/api/instagram_webhook.php

Verify Token: Copy

cuboid_ig_verify

Click "Verify and save" (it will verify with a green checkmark). Under Subscribed Fields, subscribe to messages and messaging_postbacks.

4

Connect in CuboidPilot: In app/channels.html, click Instagram → Enter your Instagram Username, Connected Facebook Page ID, and Access Token → Click Save & Activate.

3. Google Calendar & Google Meet

2-Way Conflict Checking & Automated Video Demo Meeting Scheduling

Time: ~4 mins • OAuth 2.0

1

Enable Google Calendar API

Open Google Cloud Console → create a new project (e.g. Cai Calendar Integration) or select an existing one → navigate to APIs & Services > Library → search for Google Calendar API → click Enable.

2

Configure OAuth Consent Screen

In the sidebar, go to APIs & Services > OAuth consent screen:

• Select User Type: External → click Create.
• App Name: Cai AI Assistant (or your company brand).
• User support & Developer email: Enter your business Google account email.
• Scopes: Click Add or Remove Scopes → select .../auth/calendar.events (Manage events).
• Test Users: Add your Google email address → Save and Continue.

3

Create OAuth 2.0 Client ID (Web Application)

Go to APIs & Services > Credentials → click + Create Credentials > OAuth client ID → select Application type: Web application.

Authorized JavaScript Origins: Dashboard Origin

https://cai.cuboidsoft.in Copy

Authorized Redirect URIs (Add both): OAuth Handshake Callbacks

https://cai.cuboidsoft.in/google_callback.php Copy

https://developers.google.com/oauthplayground Copy

Note on "AI-powered agent client": You can check or leave this box unchecked; both generate the exact same standard OAuth 2.0 credentials compatible with Google Calendar API.

4

Generate Permanent Refresh Token (30 Seconds)

To let Cai schedule consultations and generate Meet links autonomously 24/7:

1. Open Google OAuth 2.0 Playground .
2. Click the Gear icon ⚙️ in the top right.
3. Check "Use your own OAuth credentials" and paste your Client ID & Client Secret.
4. In Step 1 on the left, select Google Calendar API v3 > .../auth/calendar.events → click Authorize APIs.
5. In Step 2, click Exchange authorization code for tokens → copy the generated Refresh token (format: 1//04...).

5

Paste in CuboidPilot Cai Dashboard

Open app/channels.html → click Google Calendar & Meet > Configure:

• Client ID, Client Secret & Refresh Token from Steps 3 & 4

• Calendar ID: primary (or your Google Workspace email)

• Toggle ON Auto-generate Google Meet link → click Save & Activate.

All client bookings on your website widget and WhatsApp are synced directly to Google Calendar with Meet links.

4. Calendly (Instant Link Booking)

Show Calendly Booking Cards & Meeting Pickers Inside the AI Widget

Time: 30 Seconds • Easiest ⭐

1

Copy Your Calendly Link: Open your Calendly account → Copy your 15-min or 30-min meeting link (e.g. https://calendly.com/your-company/consultation).

2

Paste & Enable in Channels Hub: Go to app/channels.html → Click Calendly → Paste your link → Toggle Enable → Click Save Changes.

How it works on your site:

Whenever a website visitor says "Can I book a demo?" or "Schedule a meeting", the AI displays a native 1-click booking card with your Calendly calendar right inside the chat window.

5. Company Email Account (SMTP • Gmail / Zoho / Outlook)

Team Invites, Instant Lead Email Alerts & AI Auto-Dispatching Platform Guides

Time: ~2 mins • Essential Core

What this unlocks for your business:

• Team Member Invitations: Invite coworkers to join your CRM workspace with a 1-click link.
• Instant Lead Email Alerts: Get an email notification immediately whenever someone leaves a phone number or inquiry.
• AI Visitor Document Dispatch: When a visitor asks for brochures or services, AI takes their email and dispatches it straight to their inbox.

1

If using Gmail / Google Workspace (Generating App Password):

• Go to your Google Account (myaccount.google.com/security) → Turn ON 2-Step Verification.
• Search for "App Passwords" (or visit myaccount.google.com/apppasswords).
• Enter app name CuboidPilot and click Create → Copy the 16-character password shown.

2

Enter Credentials in CuboidPilot: Open app/channels.html → Click Company Email → Fill the fields:

SMTP Host: smtp.gmail.com (or mail.yourdomain.com)

Port & Security: 587 (TLS) • 465 (SSL)

Username: your-email@gmail.com

Password: [16-char App Password]

3

Test & Save: Click "Send Test Email" → When you see "SMTP verified successfully", click Save Configuration.

6. Google Sheets (Real-Time Auto-Append)

Append Every Inbound Lead & Contact Details into a Live Spreadsheet Row

Time: ~2 mins • 1-Click Code

1

Open a New Google Sheet: Go to sheets.new → Name your spreadsheet (e.g. CuboidPilot Inbound Leads 2026).

2

Open Apps Script & Paste Code: In Google Sheet top menu, click Extensions → Apps Script. Delete any existing code, paste this ready-made script:

Google Apps Script (Code.gs) Copy Code

function doPost(e) {
  try {
    var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
    var payload = JSON.parse(e.postData.contents);
    var data = payload.data || payload;

    // Optional: target specific tab if provided
    var sName = payload.sheet_name || (data && data.sheet_name);
    if (sName) {
      var targetTab = SpreadsheetApp.getActiveSpreadsheet().getSheetByName(sName);
      if (targetTab) sheet = targetTab;
    }

    if (sheet.getLastRow() === 0) {
      sheet.appendRow(["Timestamp", "Lead Name", "Phone", "Email", "Intent / Service", "Estimated Value", "AI Summary", "Channel"]);
      sheet.getRange(1, 1, 1, 8).setFontWeight("bold").setBackground("#e6f4ea");
    }

    sheet.appendRow([
      new Date().toLocaleString("en-IN", { timeZone: "Asia/Kolkata" }),
      data.name || data.customer_name || "Prospect",
      data.phone || "",
      data.email || "",
      data.interested_service || data.intent || "General Inquiry",
      data.budget || data.opportunity_value || "",
      data.summary || data.ai_summary || "",
      payload.source || "Website Widget"
    ]);

    return ContentService.createTextOutput(JSON.stringify({ status: "success", row: sheet.getLastRow() }))
      .setMimeType(ContentService.MimeType.JSON);
  } catch (err) {
    return ContentService.createTextOutput(JSON.stringify({ status: "error", message: err.toString() }))
      .setMimeType(ContentService.MimeType.JSON);
  }
}

3

Deploy as Web App: In Apps Script top right → Click Deploy → New deployment → Select type: Web app → Set Who has access: Anyone → Click Deploy → Copy the generated Web app URL.

4

Paste in CuboidPilot: In app/channels.html, click Google Sheets → Paste your Web app URL → Click Connect & Test. Every new lead will appear in your Google Sheet within 2 seconds!

7. TeleCRM (Direct Pipeline Sync)

Auto-push Captured Leads with Caller Notes, Intent Tags & Auto-Call Queue

Time: ~1 min • API Key

1

Copy TeleCRM API Key: Log into your TeleCRM Web Dashboard → Go to Settings → Integrations / API → Generate New API Key → Copy the Key.

2

Connect in CuboidPilot: In app/channels.html, click TeleCRM → Paste your API Key → Click Save & Activate.

What happens automatically:

When a website or WhatsApp prospect provides their contact number, they are instantly created as a New Lead in your TeleCRM mobile app, ready for your calling team to dial with 1 tap.

8. Zoho CRM • 9. HubSpot • 10. Salesforce

Active 2-Way Sync

Enterprise CRM Lead Dossier, Automated Contact Enrichment & Opportunity Pipeline Orchestration

OAuth 2.0 & Tokens Realtime < 2s

Zoho CRM HubSpot CRM Salesforce Sync Architecture & Matrix Architecture

Zoho CRM Integration

Server-Based App

Direct v2.1 REST API • Global multi-region data centers (.in, .com, .eu, .com.au)

Connect in Dashboard

01 Console

Register Server App

Go to Zoho Developer Console , click Add Client, and choose Server-based Applications.

Client Name: CuboidPilot Cai

Homepage: cai.cuboidsoft.in

02 Redirect URI

Authorized Callback

Paste the CuboidPilot OAuth redirect endpoint into Zoho's Authorized Redirect URIs field:

CALLBACK URL Copy

https://cai.cuboidsoft.in/zoho_callback.php

03 Authorize

Bind Credentials

Copy Client ID, Client Secret & Refresh Token from Zoho, open Cai Channels, select your region, and save.

Regions: .in • .com • .eu

What Cai Automatically Syncs with Zoho CRM

Lead / Contact Creation

Extracts name, phone, verified email, and company with zero manual data entry.

AI Intent Scoring

Writes AI commercial score (Tier 1 High, Tier 2 Warm, Tier 3 Info) into custom CRM field.

Conversation Transcripts

Full WhatsApp & website conversation logs appended directly to the Zoho Contact timeline.

Deals & Pipelines

Instantly spawns a Deal in Zoho Sales Pipeline when prospect confirms budget or schedule.

HubSpot CRM Integration

Private Apps API

Sales Hub • Deals Pipeline • Contact Timeline Engagements • Bearer Token Auth

Connect in Dashboard

01 Private App

Create Private App

In HubSpot, open Settings (⚙️) > Integrations > Private Apps and click Create a private app.

App Name: Cai AI Assistant

Sync Mode: Realtime CRM Link

02 Scopes

Enable Scopes

Open Scopes tab. Under CRM Objects, check write access for contacts and deals:

REQUIRED SCOPES Copy

crm.objects.contacts.write, crm.objects.deals.write

03 Token

Copy Access Token

Click Create app → click Show token → copy your token (format: pat-na1-... or pat-eu1-...).

Destination: Channels → HubSpot

What Cai Automatically Syncs with HubSpot

Contact Profiles

Creates contact record with lifecycle stage set to Lead or Sales Qualified Lead (SQL).

Pipeline Deal Creation

Creates Deal in chosen Sales Hub pipeline with estimated deal amount & closing stage.

Activity Engagements

Full conversation history logged directly as timeline note for your account executives.

Multi-Channel Attribution

Captures referring landing page, UTM source, and incoming channel (WhatsApp/Website).

Salesforce Sales Cloud Integration

Connected App OAuth 2.0

Enterprise Leads • Accounts • Opportunities • Queue & Territory Routing

Connect in Dashboard

01 Lightning

Create Connected App

In Salesforce Setup, navigate to Platform Tools > Apps > App Manager and click New Connected App.

App Name: Cai Salesforce Connector

API Name: Cai_Connector

02 OAuth

OAuth Settings & Callback

Check Enable OAuth Settings, assign api and refresh_token scopes, and set Callback URL:

CALLBACK URL Copy

https://cai.cuboidsoft.in/salesforce_callback.php

03 Keys

Copy Consumer Keys

Click Manage Consumer Details, copy Consumer Key & Consumer Secret, and paste into Cai Channels.

Destination: Channels → Salesforce

What Cai Automatically Syncs with Salesforce

Standard Leads & Accounts

Auto-creates Lead object with title, phone, email, and company mapping.

Opportunity Pipeline

Maps qualified high-intent conversations directly into Salesforce Opportunity stages.

Assignment Rules & Queues

Complies with active Salesforce Lead Assignment Rules and round-robin queues.

Chatter & Activity Tasks

Logs AI conversation transcript into Salesforce Task Activity or Chatter feed.

Live Event Pipeline

Average Latency: < 1,850ms

1. Inbound Touchpoint

Website / WhatsApp / DM

Prospect engages with Cai Fin widget or WhatsApp Cloud number.

2. AI Qualification

Cai Fin AI Engine

Validates phone, email, calculates commercial intent & budget.

3. Realtime Dispatch

OAuth 2.0 Webhook

Secure TLS 1.3 token handshake with exponential backoff retry.

4. CRM Ingestion

Zoho • HubSpot • Salesforce

Instant Lead/Deal creation with full conversation transcript.

CRM Sync Capabilities Comparison

All Enterprise Plans Supported

Capability / Data Point	Zoho CRM	HubSpot CRM	Salesforce
Lead & Contact Ingestion	✓ Instant (< 2s)	✓ Instant (< 2s)	✓ Instant (< 2s)
Deal / Opportunity Pipeline	✓ v2.1 Deals API	✓ Deals Pipeline API	✓ Opportunity Object
Chat Transcript Dossier	✓ Contact Notes	✓ Activity Engagements	✓ Task / Chatter
AI Intent & Commercial Score	✓ Custom Field	✓ Custom Property	✓ Custom Field
Authentication Standard	OAuth 2.0 Refresh Token	Private App Token (pat-*)	Connected App OAuth 2.0
Data Center Regions	India, US, EU, APAC	Global Cloud	Multi-Org Enterprise

Unified Multi-CRM Sync Engine Active

Website Visitor / WhatsApp → Cai Fin AI Qualification → Direct 2-Way CRM Dispatch (< 2s)

Configure in Channels Hub

11. Custom Webhooks, Zapier & Make (Integromat)

Connect to 5,000+ Apps via HTTP POST JSON Streaming

Universal Compatibility

1

Get a Webhook URL: In Zapier, select trigger "Webhooks by Zapier → Catch Hook" → Copy the Catch URL. (Or in Make, add a Custom Webhook module).

2

Paste in CuboidPilot: In app/channels.html, click Custom Webhook → Paste your URL → Click Save & Send Test Ping.

Enterprise Security:

Every outgoing payload includes cryptographic signature: X-Cuboid-Signature: sha256=[HMAC-HEX]

Universal Outbound Webhooks & Events Specification

Configure custom HTTP POST webhooks in app/channels.html to stream real-time events to your proprietary backend, AWS Lambda, Zapier, or Make. Every webhook request includes an X-Cuboid-Signature header generated via HMAC-SHA256 for cryptographic authentication.

Verifying Webhook Signatures (Node.js & PHP)

const crypto = require('crypto');

function verifySignature(req, signingSecret) {
  const signature = req.headers['x-cuboid-signature'];
  const expected = 'sha256=' + crypto
    .createHmac('sha256', signingSecret)
    .update(req.rawBody)
    .digest('hex');

  return crypto.timingSafeEqual(
    Buffer.from(signature || ''),
    Buffer.from(expected)
  );
}

$secret = 'whsec_your_signing_secret';
$rawPayload = file_get_contents('php://input');
$signature = $_SERVER['HTTP_X_CUBOID_SIGNATURE'] ?? '';

$expected = 'sha256=' . hash_hmac('sha256', $rawPayload, $secret);

if (!hash_equals($expected, $signature)) {
    http_response_code(401);
    die('Signature verification failed');
}

Sample Event Payload (lead.qualified)

{
  "event": "lead.qualified",
  "id": "evt_983147891234",
  "created_at": "2026-10-04T05:30:00Z",
  "company_id": 1,
  "data": {
    "lead_id": 482,
    "name": "Priya Sharma",
    "phone": "+919876543210",
    "email": "priya@zenithcorp.in",
    "intent_score": "Tier 1 (High Commercial Intent)",
    "intent_confidence": 0.94,
    "summary": "Inquired regarding Enterprise Plan deployment, requested demo for 25 seats.",
    "channel": "widget",
    "conversation_id": "conv_89127"
  }
}