Help centre

Written guides for every part of the platform: channels, the inbox, customers, sales, campaigns and automation.

Getting started

Getting started: the home page and how the platform is organised — Finish the setup guide, then learn the sidebar sections and where each tool lives.
Team, permissions and conversation routing — Add your staff, decide what each of them can do, and assign new conversations to them automatically.

Connecting WhatsApp: QR link or the official Cloud API — The two ways to connect WhatsApp to the platform, and how they differ in approvals, templates, risk and cost.
Connecting other channels: Instagram, Messenger, Telegram, email and more — How to connect the remaining channels so their messages land in the same inbox, and what each one needs.
Connect your WhatsApp Business app number (Coexistence) — Connect the number you use in the WhatsApp Business app to the platform without losing it on your phone, and bring over your contacts and chat history.

The unified inbox — Handle every channel's conversations in one place: assign, label, add notes, and resolve when done.

Customers and contacts — Import customers into phonebooks, group them into segments, merge duplicates, and track each customer's stage and score.

Deals, the sales pipeline and tasks — Move sales opportunities through pipeline stages, log tasks and calls, and never miss a follow-up.
Quotes and invoices — Build a quote and send it as a link the customer can sign and pay, and the invoice is issued for you.

Campaigns and broadcasts — Send WhatsApp campaigns over the official API or a QR number, plus email campaigns, with scheduling and opt-out handling.

Automations: rules, flows and bots — Build automated replies with flows, bind them to a channel, and automate work with rules, sequences and menu bots.

AI: agents, knowledge base and credits — Create an AI agent that answers customers from your knowledge base and hands over to a human when needed, and keep an eye on credit usage.

Bookings: calendars, booking pages and reminders — Set up a calendar with your hours, publish a booking page your customers book from, and send them automatic reminders.

Store: catalog, orders, cart recovery and loyalty — Show your products on WhatsApp, take orders and collect payment through your own gateway, connect your online store, and reward customers with points.

Websites, funnels, forms and blog — Build a site or landing page from a ready template, collect leads with forms, and publish on your own domain.
Courses and memberships: lessons, students and certificates — Build a course from modules and lessons, enrol students who learn from a private link, and give them a verifiable completion certificate.

Subscription, wallet and invoices — How to choose and change your plan, top up the wallet, and follow invoices, usage and AI credits.

Agency panel: clients, branding, rebilling and snapshots — Run your clients' accounts under your own brand, set your own plans and prices, and copy a ready setup to any new client.

Contacting support: tickets and WhatsApp — Open a support ticket and follow the team's replies, or message us directly on WhatsApp during support hours.