Chat

Configuration, tutorials, tips and everything else related to the Chat platform.

26 articles available
App links

Direct URL links to externally reference parts of the web application

Search chats assigned per user

Learn how to search chats assigned to a specific user

Search chats by label

Learn how to search chats by label name

How to use the AI Copilot

Learn how to leverage the AI Copilot to improve your customer service

How to use the AI assistant

Learn how to use and optimize the AI assistant features

How to use automatic chats assignment

Learn how to configure and distribute workload with automatic chats assignment tool

How to use automatic replies

Learn how to use the automatic replies tool

Show agents' name in chat using signatures

Use the signature chat feature to have the agent's name appear in the chat

WhatsApp Business Calling

How to make and receive WhatsApp voice calls with the WhatsApp Business API: requirements, how it works, availability, pricing and FAQs

WhatsApp Flows: collect sign-ups, bookings and reviews in the chat

Send interactive forms inside WhatsApp to collect sign-ups, bookings, delivery details and reviews — with far higher completion than a link.

Sales funnels: track every WhatsApp deal on one board

Put the deals your team is chasing on WhatsApp onto a kanban board tied to the conversations, with stages, tasks, AI suggestions and an API.

Automatic replies examples for businesses

Feel free to take inspiration from our selection of the best automatic replies for businesses.

Create & manage team members

Learn how to invite and manage team members in your WhatsApp numbers

How to schedule messages

Learn how to schedule messages on a specific date and time from the chat

Create & manage labels

Learn how to create and manage labels in your WhatsApp numbers

Create & manage quick replies

Learn how to create and manage quick replies in your WhatsApp numbers

Configure team permissions

Learn how to configure and restrict access to your team members

Chat Filters

Learn how to use and how chat filters works

About team members roles

Learn how team members roles work and how to use them effectively

Departments

Learn how departments work and how to use them effectively

Campaign Opt-Out Feature

Learn how to use the campaigns subscription opt-out feature

How to create signatures

Learn how to configure and use signatures in your messages

How to delete queued messages

Learn how to delete queued messages on your number

How to edit contact information

Learn how to edit and extend contact information from the chat

Chat keyboard shortcuts

Improve your team's productivity by using keyboard shortcuts in the chat

Emojis Chat Shortcuts

Improve your productivity and expressivity by using emojis shortcuts

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