Getting started
What the product does, creating or joining a workspace, inviting your team.
Connect a channel
WhatsApp, Messenger, Instagram, Telegram, TikTok, email, SMS and voice.
The inbox
Conversations, quick replies, comments and groups.
Routing & availability
Who receives which chat, presence states, shifts.
Customers & leads
Pipeline stages, customers, contacts, tasks and the calendar.
Campaigns
Broadcasts, WhatsApp templates and email campaigns.
AI & automation
AI agents, guardrails, tools and automation flows.
Analytics
Reports, agent KPIs and availability.
Your team
Roles, permissions, channel access, users and invitations.
Settings
Workspace, notifications, storage, profile and security.
Integrations
Google Calendar, Odoo, WooCommerce, webhooks, migration and API keys.
Billing
Plans, units and usage.
New here? Do these four things
1
Create or join a workspace
2
Connect a channel
Nothing arrives until you do — Channels overview
3
Invite your team and give them channel access
Both halves matter — Invite your team
4
Understand how chats are shared out
The defaults are sensible but not obvious —
How assignment works
Most-asked questions
- Why didn’t this chat go to the right agent?
- My WhatsApp template was rejected — what now?
- My messages aren’t sending
- What do Ready, Busy and Off actually do?
- I can’t see a page or a button
- What is a unit, and what uses one?
- How many people can work at the same time?
- Why can’t I reply to this Messenger or Instagram chat?