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Monitoring area
View real-time status of attendances, channels, and users on the platform.
Action card
Automated messages sent after a specific event, such as a service closure or a keyword trigger.
How to add labels
Labels help organize attendances and segment contacts within a company.
How to set up business hours
Business hours rules define what happens when a customer contacts you outside your working hours.
How to add a desk
Desks group attendances within a company and must exist before creating a chatbot.
How to add a user
Create a new platform account with name, permissions, and a password.
How to configure keywords
Keywords catch customer intent and fire a redirect or an automatic reply.
How to set up quick replies
Quick replies are message shortcuts accessible during an attendance. They can be scoped per user or per company.
How to create a company
The company is the base unit of the platform. Channels, desks, and chatbots are linked to it.
How to disable the chatbot
Disable the chatbot for a company without deleting it. The bot stays registered but stops handling conversations.
How to delete a chatbot
Deletion is permanent. If you want to keep the flow, clone the chatbot before deleting it.
Channel tab features
The Channels tab inside a company holds all management actions for connected numbers.
How to add the ChatGPT API key
To use ChatGPT on the platform, you need an OpenAI API key with available credit.
How to create backups
Backups export platform data in an encrypted format. Requires an admin account and active multi-factor authentication (MFA).
How to pair by code
Code pairing links WhatsApp to the platform without scanning a QR code with the camera.
How to set up holiday time rules
A holiday exception defines what happens when a customer contacts you on a day the team is unavailable.
How to show labels without opening the conversation
Enable this option to see labels directly in the attendance list, without opening each conversation.