Support & Documentation
Help Center & Documentation
Everything you need to know about setting up, scaling, and managing your platforms.
Getting Started
How to connect your WhatsApp Business Account (WABA)?
To connect your WhatsApp Business Account, navigate to the WhatsApp section in your dashboard and click 'Connect Account'. Follow the Meta Embedded Signup flow to link your developer credentials and select your WABA. Ensure you have admin access to the Meta Business Manager.
Workflows
Creating your first AI Automation Flow
Head to the Flow Builder and click 'New Flow'. Drag and drop a Trigger node (e.g., 'Keyword Match') onto the canvas, then connect it to a Text Message or API Request node. Save your flow and click 'Set Active' to deploy it to your connected WhatsApp number.
CRM & Audience
How to bulk import contacts via CSV
Go to the Audience tab and click 'Import CSV'. Upload a file containing at minimum a 'Phone Number' column. The system will auto-detect the headers. Map the 'phone' field correctly and click Import. Duplicate numbers are automatically ignored.
Reporting
Understanding Analytics and KPIs
Your dashboard provides real-time metrics including Sent Messages, Delivery Rate, Read Rate, and Reply Rate. The Heatmap Widget shows peak engagement times to help you schedule future broadcast campaigns for maximum ROI.
Campaigns
Sending a Broadcast Campaign
In the Campaigns tab, click 'New Campaign'. Select an approved Meta message template, upload your audience CSV, and review the variable mapping (e.g., matching {{1}} to 'First Name'). Once verified, click Launch to start sending immediately.
AI Configuration
Configuring the AI Sales Copilot
Navigate to the WhatsApp settings page. Under 'AI Sales Copilot', enter your custom system prompt. This prompt defines the persona, tone, and knowledge constraints of your automated agent when interacting with incoming messages.