DemandGenius

User Help Guide

DemandGenius

Complete User Guide

DemandGenius connects customers who need services — hotels, catering, transport, events — with the right vendors. This guide covers everything from creating your first inquiry to tracking vendor responses.

Multi-tenant SaaSEmail & WhatsApp OutreachReal-time Thread TrackingNo vendor login needed

Platform Overview

DemandGenius is built around a simple workflow: you create an inquiry → find vendors → send outreach → track responses. Vendors respond via a secure link with no login required.

Hotels
Catering
Transport
Events

How it works

1

Create a Service Inquiry

Describe what you need — city, dates, guests, budget, requirements.

2

Find Vendors

Search Google Maps, JustDial, MakeMyTrip directly from the app. Get hotel names, emails, and WhatsApp numbers.

3

Send 1-Click Outreach

Paste vendor details and click Send Email or WhatsApp. A branded inquiry message goes out instantly.

4

Track Responses

The thread view shows Sent → Viewed → Responded status for each vendor in real time.

5

Get Confirmed

Vendor accepts, sends a quote, or puts on hold. You get notified immediately and see their response in the thread.

Explore & Search

The Explore page is the heart of DemandGenius. Browse services, view vendor listings, search by city, and initiate inquiries — all without logging in.

Features

City-based Search

Find services in any city across India. Results are pulled from our vendor network.

Quick Search Links

One-click links to Google Maps, JustDial, MakeMyTrip, and TripAdvisor to find vendor contacts.

Guest Mode

Browse without an account. Your session is saved locally.

AI Assistant

Chat with the AI for personalised recommendations based on your requirements.

Inquiry Agent Panel

Side panel with tabs for creating inquiries, outreach, and tracking — everything in one view.

PWA Install

Works as a native app on mobile. Tap 'Add to Home Screen' in your browser.

Service Inquiry

An Inquiry is a structured service request. Each one gets a unique ID (e.g. INQ-20260704-21A7) and is the anchor for all your vendor outreach.

Creating an Inquiry

1

Open the "Inquiry Agent" panel

From the Explore page, click the Inquiry Agent tab in the right-side panel.

2

Select service type

Choose Hotel, Catering, Transport, or Event. Fields adapt to your selection.

3

Fill in the details

Enter the city, check-in/check-out dates, number of guests, budget per night (optional), and any special requirements.

4

Submit

Your inquiry is saved with a unique ID. It appears in the Inquiries list and stays active until you close it or the dates pass.

Inquiry Fields

City *Where the service is needed
Service Type *Hotel, Catering, Transport, or Event
Check-in Date *Start date of service
Check-out DateEnd date (for hotels, multi-day events)
Guests *Number of people / pax / vehicles
BudgetPer night / per head / per km (optional)
RequirementsSpecial requests, preferences, notes

Vendor Outreach

After creating an inquiry, go to the Outreach tab. Select your inquiry, add vendor details, and send — no copy-pasting, no manual drafting. The app builds and sends the message for you.

Send via Email

Email Outreach
  1. 1. Enter the hotel/vendor name
  2. 2. Enter their email address
  3. 3. Click Send Email

✓ Branded HTML email with your inquiry details

✓ Green "Confirm Availability" button

✓ CC copy sent to your own inbox

✓ Secure response link embedded

Send via WhatsApp

WhatsApp Outreach
  1. 1. Enter the hotel/vendor name
  2. 2. Enter their WhatsApp number (with country code, e.g. 91XXXXXXXXXX)
  3. 3. Click WhatsApp

✓ Sent via Meta Cloud API — no browser redirect

✓ Formatted message with inquiry details

✓ Delivered directly to vendor's WhatsApp

What the vendor receives

DemandGenius

New Service Inquiry — Action Required

Hello Grand Hotel,

A customer is looking for Hotel services in Kotagiri through DemandGenius...

Request Details

Check-in2026-07-10Check-out2026-07-12Guests4BudgetRs.3000/night
✓ Confirm Availability

Thread Tracking

Every outreach is tracked as a thread. You can see exactly where each vendor is in the response lifecycle — in real time.

Status Timeline

📤 Sent

Outreach delivered to vendor via email or WhatsApp.

👁 Viewed

Vendor opened the 'Confirm Availability' link in the email.

Responded

Vendor submitted their response: Accept, Quote, Hold, Decline, or Future Interest.

Vendor Response Types

Accept

Available and ready to host

💰

Quote

Available with a price offer

Hold

Checking availability, will confirm soon

Decline

Not available for these dates

📅

Future Interest

Interested for upcoming dates

Actions

Refresh — Pull latest status from backend. Use this after sending outreach or when waiting for vendor responses.
Re-send Email — Send a follow-up email to the same vendor on the same inquiry thread.
Re-send WA — Send a WhatsApp follow-up.
Copy Link — Copy the vendor's unique response link to share it manually (e.g. paste in SMS).

For Vendors: How to Respond

As a vendor (hotel, caterer, transport provider), you receive a WhatsApp message or email when a customer needs your services. No account or login is required to respond.

Steps to respond

1

Receive the inquiry

You'll get an email or WhatsApp message with the customer's full requirements — city, dates, guests, budget.

2

Click 'Confirm Availability'

Tap the green button in the email or the link in WhatsApp. Your browser opens a secure response form — no login needed.

3

Choose your response

Select Accept, Send Quote, Hold, Decline, or Future Interest.

4

Add details (optional)

If quoting: enter your price per night/head. Add a message or your contact name.

5

Submit

The customer sees your response immediately in their outreach thread. Done!

Response form fields

Your name — contact person's name (required)
Action — Accept / Quote / Hold / Decline / Future Interest (required)
Quote amount — your price (only when choosing "Quote")
Message — any note to the customer (optional, max 1000 chars)

Admin Panel

The Admin panel is for store owners and managers. Each business gets its own isolated store with its own inventory, sales, users, and reports.

Inventory

Add, edit, and categorise products. Set reorder levels, prices, units, and supplier details.

Sales & Billing

Process sales, generate bills, apply coupons, manage payment modes (cash, UPI, credit).

Reports

Daily, weekly, monthly reports. Revenue, top items, low-stock alerts, trend charts.

User Management

Invite team members, assign roles (Admin, Manager, Staff), set permissions.

Store Settings

Store name, logo, address, contact info, tax rates, and display preferences.

AI Demand Insights

Claude AI analyses your sales history to forecast demand and suggest restocking.

Access levels

RoleInventorySalesReportsUsersSettings
Admin
ManagerView
StaffView

WhatsApp Bot

DemandGenius has a WhatsApp bot for quick lookups and commands — no need to open the browser app. Link your account once and get instant access to your store data.

Available commands

hi / hello / help

Show the welcome message and all available commands

stores

List all stores in the network

stores [city]

Filter stores by city (e.g. 'stores bangalore')

[product name]

Search for a product across all stores (public, no login)

link [email] [password]

Link your DemandGenius account to this WhatsApp number

low stock

View items below their reorder level (requires linked account)

today

Today's sales summary for your store

me

View your linked account info

logout

Unlink this WhatsApp number from your account

Note

Phone numbers are for paid users only. The bot never shows contact numbers in search results or responses.

Tips & Best Practices

Send to multiple vendors

Don't wait for one response — send outreach to 5–10 vendors in parallel. The thread view tracks all of them independently.

📸

Be specific in requirements

Add details like room type, AC/non-AC, vegetarian/non-veg, special dietary needs. More detail = faster, better vendor responses.

🔄

Follow up if no response

If a vendor has 'Viewed' but not responded after 24 hours, use 'Re-send Email' or 'Re-send WA' to nudge them.

📋

Use the Copy Link option

The response link works on any channel — paste it into SMS, Telegram, or a phone call to give vendors another way to respond.

📱

Install as PWA

Add DemandGenius to your home screen for instant access. Works offline and loads faster than a browser tab.

🔔

Hit Refresh after sending

After sending outreach, click Refresh in the Outreach panel. Once a vendor views the link, the status updates to 'Viewed' instantly.

💬

Use AI Assistant for ideas

Not sure what to ask for? Chat with the AI in the Explore panel — it can suggest vendors, estimate budgets, and help you draft requirements.

📅

Set a realistic budget

Including a budget range helps vendors self-qualify. You'll get fewer mismatched responses and faster confirmations.

Ready to get started?

Create your first service inquiry in under 2 minutes.