PEPE training — from signup to go-live
Follow these nine sections in order: create and approve your account, set up the institution, publish forms (website, WhatsApp, social), run workflows, pay via Paybill, and connect integrations. Each step opens the exact screen.
Create your account
Register your institution, wait for approval, then sign in to the dashboard.
- 1
Register
Go to Register, choose a plan, and enter your institution name, admin name, email, and a strong password (12+ characters). Use the eye icon on password fields to show or hide what you type. You receive a tenant slug for your organization.
Open in PEPE - 2
Verify email and wait for approval
Confirm your email from the verification link. A PEPE platform administrator then approves the institution. You cannot sign in until that approval is complete — you will get an email when the account is active.
Open in PEPE - 3
Sign in
Open Sign in and use your institution email, password, and tenant slug. Use the eye icon to check your password. Platform administrators (admin@pepe.co.ke) leave the tenant slug blank.
Open in PEPE - 4
Open the dashboard
After login you land on Overview — your home for forms, submissions, and institution KPIs. Open Training anytime for this guide, or tap the green PEPE Assistant chat.
Open in PEPE
Set up your institution
Configure staff notifications, email delivery, and webhooks.
- 1
Open Institution
Sidebar → Institution. Review company profile, header image, and contact details. Platform super admins also use the Approvals tab here to activate new institution accounts.
Open in PEPE - 2
Approve new institutions (platform admin)
Sign in as admin@pepe.co.ke (leave tenant slug blank). Sidebar → Approvals lists registrations waiting for activation. Approve to let the institution sign in, or Reject to decline. They receive an email either way.
Open in PEPE - 3
Invite staff
On the Staff tab, invite colleagues by email. Assign roles (Admin, Editor/Officer, Approver/Manager, Viewer) so each person sees only what they need. Editors and Approvers can approve workflow stages.
Open in PEPE - 4
Set staff notification email
Operations tab → set Staff notification email. New form submissions are sent here with a review link.
Open in PEPE - 5
Configure outbound SMTP (optional)
Operations tab → Outbound email (SMTP). Enable SMTP, enter host, port, username, and from address, then Send test email. When enabled, customer and staff emails send from your mail server instead of the platform default.
Open in PEPE - 6
Add core banking webhook (optional)
Operations tab → Core banking webhook URL. PEPE POSTs submission events here for CBS integration.
Open in PEPE
Create your first form
Build a digital form from scratch, AI, or an existing PDF.
- 1
- 2
Add fields
Drag field types (text, number, date, file upload, signature, etc.) onto the canvas. Set labels, validation, and help text in the properties panel.
Open in PEPE - 3
Or digitize a PDF
PDF Converter → upload a paper form. AI detects fields; review and publish as a digital form.
Open in PEPE - 4
Or use AI
AI Assistant → describe the form you need in plain language. Review the draft, then open it in the form builder.
Open in PEPE - 5
Save and publish
When ready, Publish the form. Only published forms accept public submissions.
Open in PEPE
Publish and share forms
Collect submissions on your website, WhatsApp, or social media.
- 1
- 2
Copy the public link
Each form has a public URL: /forms/{your-slug}/{form-slug}. Copy the link, or share it on WhatsApp, Facebook, X, or LinkedIn from Live forms.
Open in PEPE - 3
Embed on your website
Copy the iframe embed code from Live forms and paste it into your site. Enable forms in the portal embed checklist if you use the combined portal widget.
Open in PEPE - 4
Share on WhatsApp or social media
Use the WhatsApp, Facebook, X, and LinkedIn buttons on each live form. Customers open the public fill page and submit without signing in.
Open in PEPE
Add approvals & workflows
Link a published form to an Officer → Manager → Complete pipeline so every submission gets staged approvals.
- 1
Create a workflow
Sidebar → Workflows → New workflow. PEPE creates a default pipeline: Submission → Officer Review → Manager Approval → Complete.
Open in PEPE - 2
Link a published form
Open the workflow. Under Linked form, choose the published form that should start this pipeline. Without a linked form, submissions will not enter approvals automatically.
Open in PEPE - 3
Publish the form (if needed)
Only published forms appear in the link list and accept public or dashboard submissions. Forms → open the form → Publish.
Open in PEPE - 4
Approve stage by stage
When a linked form is submitted, the submission opens In review at Officer Review. Open Submissions → the submission → Approval workflow. Use Approve stage to move to Manager Approval, then Approve again to Complete (Approved). Reject stops the pipeline and marks the submission Rejected. Admins, Editors, and Approvers can act.
Open in PEPE - 5
Set automations (optional)
Automations → create rules that fire on events (submission received, approved, rejected) to send emails or call webhooks.
Open in PEPE
Handle submissions
Review filled forms, run approvals, reply to customers, and export data.
- 1
Open Submissions
Submissions lists all responses with status (Submitted, In review, Approved, Rejected), date, and form name.
Open in PEPE - 2
Review a submission
Click a row to open the filled form. Staff can complete official fields, add internal notes, and use the Approval workflow panel to approve or reject the current stage.
Open in PEPE - 3
Reply to the customer
Use Send to customer on a submission when a respondent email was captured. Attach a PDF if needed; the message sends from your configured SMTP or platform mail.
Open in PEPE - 4
Use AI tools
Draft forms, analyze statements, and get operational help.
- 1
AI Assistant
Describe forms, workflows, or compliance questions. Use drafts as starting points in the builder.
Open in PEPE - 2
Statement Analyzer
Upload M-Pesa or bank statements (CSV or PDF). PEPE extracts transactions, flags patterns, and summarizes cash flow for lending review.
Open in PEPE - 3
PEPE chat assistant
Click the green chat bubble (bottom-right) on any page — including sign in — for contextual help. Ask “how do I publish a form?”, “share on WhatsApp”, “pay via Paybill”, or “approve an account”.
Billing and Paybill
Pay your PEPE subscription with Lipa Na M-Pesa Paybill.
- 1
Open Billing
Sidebar → Billing. Check your plan, trial days remaining, and monthly invoices.
Open in PEPE - 2
Pay via Paybill
On an unpaid invoice, click Pay via Paybill. Use the PEPE business number, enter the invoice number as the account, and pay the shown amount in M-Pesa. Paste the M-Pesa receipt and tap I’ve paid. Platform admin confirms the payment in Accounting.
Open in PEPE - 3
Set the platform Paybill number (super admin)
Accounting → Payment credentials. Enable Pay via Paybill, enter the Safaricom Paybill number, and save. Daraja Consumer Key, Secret, and Passkey are optional — they only enable STK Push to the phone.
Open in PEPE
Integrate & go live
Connect core systems and use the REST API.
- 1
- 2
API documentation
Open Swagger at /api/v1/docs. Authenticate with your dashboard access token for /api/v1/ endpoints.
Open in PEPE - 3
Get support
Email info@pepe.co.ke for onboarding, DNS (SPF/DKIM), or custom enterprise setup.
Open in PEPE