Tutorials

Each tutorial takes you through one task from start to finish, step by step, with an image for every step. Start with the dashboard tour, then pick the tutorials that fit your role.

Getting startedCopy Anchor Link

• Find your way around the dashboard: the top bar and sidebar, Dashboard numbers, switching projects, notifications and your organization profile.

AI Agent setupCopy Anchor Link

• Build your AI Agent: the Knowledge Base, the Instruction Builder, testing in the Playground, and basic settings.
• Customize the widget and add it to your site: appearance, quick prompts, greetings, then the embed code.
• Connect your channels and set up comment replies: connect WhatsApp, Instagram, Facebook and TikTok, and set up comment auto-reply.
• Set up voice and calls: call and voice setup, the IVR Menu and Call Staff.
• Sort conversations with tags: tag statistics, adding new tags and managing the list.
• Hand conversations to your team and create functions: when your AI Agent hands a conversation to your team, and functions that open tickets.

Daily support workCopy Anchor Link

• Follow customer conversations and step in: filters and search, taking over a conversation, internal notes, customer details, and the dialect for improved replies.
• Track tickets and review calls: follow tickets and their detail tabs, and review calls.

SalesCopy Anchor Link

• Add, import and export your customers: add a customer, import customers from CSV or Excel, and export them.
• Send a WhatsApp campaign and track it: create a WhatsApp template, pick recipients, send the campaign and follow the Campaign Log.

Apps and reportsCopy Anchor Link

• Set up a calendar and take bookings: create a calendar, the booking form, member schedules and booking details.
• Top up the WhatsApp Wallet and track your balance: balance, free replies, transactions and adding balance.
• Read your analytics and reports: Analytics, Project analytics, Data Dashboards, Executive Reports and Business Agent.