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User Documentation

👋 Welcome

👋Welcome
Feature Requests
File Upload API
Support Ticket

Platform Overview

Platform Overview

Messaging Channels

Messaging Channels
WhatsApp API
- Getting Started With WhatsApp API
- Managing your WhatsApp API
Facebook Page
- Connect a Facebook Page
Instagram
- Connect Your Instagram Page / Profile ?
Google RCS - India

CRM V2

Create the Chat Resolution Form
Canned Reply Or Quick Reply
Agent Creation & Scheduling for Departments
CRM Triggers
Department Schedule Overview
Run a Drip Campaign and Update it in Boards
Department Strategies Overview
Create and Manage Cards
Create a Department
Department Setup & Management
Creating a Board
Use Tags in Live Chat for Better Management
Create Team Members Or Chat Operators ?
Create Session Configuration in Roles & Permissions
Create Role And Permissions For Team Members ?
Super Fields
- Creating Super Fields In CRM ?
Contacts
- Export Contacts From CRM With Super Fields ?
- Import Contacts in CRM ?
Tags
- Using Tags Inside Automation & Workflows
- Create and Use Contact Tags in CRM
Campaigns
- WhatsApp Campaign
- RCS Campaign
Inbox
Team Member
Departments
Boards
Segments
- Creating Segments

AI Dashboard

Create A Complex AI Bot which detects user intent and routes user and gives relevant answers
Create a Basic AI Chatbot on WhatsApp which replies on our data
Create AI Agent which replies to user greetings or thanks / good byes
Test your AI Agent
Train an AI Agent with our data or docs or file
Create An AI Agent
Access AI Dashboard to Create AI Agents

Voice AI

Voice AI Overview In English
Voice AI Overview In Hindi

Bot Builder

Pause Automation Block
Stay in Session Block
Save Variable Value Block
Working Hours Block
Smart Wait Block
Check Errors With The Bot Flow
Lock or Unlock Botflow and Automations?
If Deleted by Mistake How To Connect A String Again
WhatsApp ChatBot
Instagram ChatBot
Facebook ChatBot
- How to Create Chat Bot for your Facebook Page ?
- How To Create A Facebook Comment Bot or Automation ?

Automations Builder

How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
How to Send Birthday And Anniversary Greetings Via WhatsApp?
How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?
How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
How to take payment via Stripe in Automation flow ?
How To Trigger Missed Call Webhook In Automations Builder ?
How to Send WhatsApp Message When Someone Submits A Google Form?
How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?
How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change
How To Create Drip Campaigns ?
Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger
Datastore

Automation Apps / Blocks

Basic Iterator
Random Number Generator Block
Calculator Block
Time Delay Block
Splitter Block
Workflow Counter
Slice And Parse Function
Text Block
Date-Time Formatter

WhatsApp Mini Apps

Creating a Dynamic Dropdown Using API in Mini App
Conditional Calculations in Mini App Using Dynamic Logic
Create WhatsApp Template with Native Flow (Mini App)
Send WhatsApp Native Flow & Store Responses in CRM
Send WhatsApp Mini Apps / Native Flows Via Bot Builder
Create Basic WhatsApp Mini App
Overview of WhatsApp Mini Apps
Send Data to Google Sheet once Mini App is Submited

Ecommerce

Define Default Field Values For Product Fields, Important For Indian Users Before Pulling Products.
How To Collect Address, Payment and Other Details From User After You Receive An Order ?
How To Collect Payment Via Razorpay ( INDIAN GATEWAY ) For WhatsApp Native Commerce ?
How To Import Products In Bulk Via Google Sheet ?
How To Send Products To Your Customers ?
Only For Indian Users – To Update Business Compliance Information To Sell Via WhatsApp Commerce
Push Products To Meta Catalog
Disable Mandatory Requirement For External Product Link
Sync Products And Orders System Fields And Edit them
Enable APIs For Ecommerce
Connect Meta Catalog With Ecommerce Platform
Link Meta Catalog or WhatsApp Catalog As A Store Front In Ecommerce Section
Create Product Categories
Create A Meta Catalog And Link With WhatsApp API Number
Enable / Disable Cart Functionality For WhatsApp API Number
Enable / Disable Catalog Icon For WhatsApp API Number
Sync System Fields
Getting Started With WhatsApp Commerce
Add New Product
Connecting with Shopify

Media Manager

Create Folder and Upload Files in MediaBot?
Create Customers and Give Permissions in MediaBot?

Chat Widget

How To Send Pre Chat Form Data To A Webhook Url Or To Automations Builder ?
How to View / Export Leads Data Received Via the Pre Chat Form ?
How To Add WhatsApp Widget Or Whats App Chat Icon To Your WordPress / WooCommerce Website ?
How To Add WhatsApp Click To Action Buttons / Lead Grabber On WordPress Website ?
How to Create A Chat Widget / Icon For Your WhatsApp Number ?

Payments Ecosystem

How to Send Message To User Once the Payment is Failed
How to Send Message Or Run Bot Flow Once A Payment is Successful ?
How to Send Payment Request Message In A WhatsApp Bot ?
How to Send Payment Request Campaigns On WhatsApp ?
How to Connect PhonePe Payment Gateway With Payments Ecosystem ?
How to Connect Razorpay Payment Gateway With WhatsApp Native Pay For Payments Ecosystem ?
How To Create A Order Details Template For WhatsApp API ?

Dynamic Experiences

Dynamic Experience- IMAGE
Dynamic Experience- PDF
- Create a Dynamic PDF Experience

Integrations

ChatGPT / OpenAI
Deskera CRM
Zapier
- How to Send WhatsApp Messages Via Zapier Automations ?
Make
- How to send data to Make when a contact is created / custom field is updated ?
Pabbly Connect
- How to Send WhatsApp Messages With Image / Document / Video Via Pabbly Connect ?
- How to Send WhatsApp Messages Via Pabbly Connect ?
Shopify
Woocommerce
Trade India
- How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
India Mart
- How To Send WhatsApp Messages For New Leads Received On India Mart

Reward Points And Wallet

Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated
Add Reward Points Manually / Via Bots and Automations
Create A Customer And Explanation About Customer Fields
Create a New Store

Lead Source

Webhook Lead Source Integration
OCR Lead Capture Integration
Contact Book Integration
Call History Connect Integration
Type Form Integration
Zoho CRM Integration
Facebook Lead Ads Integration
Contact Form 7 Integration
Google Forms Integration
IndiaMART Integration

Calendar Bookings

Set Up WhatsApp Alerts in Calendar Booking
Connect WhatsApp Channel to Calendar Booking
How can admin approve and reject bookings via WhatsApp
Set Up Webhook for Event Booking Reminders
Create An Appointment Booking Using WhatsApp Mini App Flow
Create An Appointment Booking WhatsApp Chatbot
Create Availability Slots and Assign It To Calendar Event
Features of Calendar Bookings
Create A Calendar Event and Edit Fields / Labels

Common Error / Issues

Bot Not Triggering for Any Message Received Trigger Even After Marking Chats As Done ?
How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
WhatsApp Number Is In Pending Stage
Bot Not Triggering : Not Replying : Not Starting At All , How To Solve ?
Common Meta (WhatsApp API) Error Codes Explained
Troubleshooting: WhatsApp API Errors

CRM V1 - Old

Custom Fields
- How to Create Super Fields In CRM ?
- How to create a Custom Field?
Contacts
Campaigns

Inbox V1 - Old

How To Add Chat Notes In Live Chat?
How to create Canned Replies and send them via Inbox
How To Trigger Chatbot From Inbox ?
How To See Incoming Messages And Reply To User ?
How To Create Team Members Or Chat Operators ?
How To Create Role And Permissions For Team Members ?

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Updated on June 1, 2026

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