Guides
How to set it up, and what to do when it misbehaves.
Written in the order you will need it: create a workspace, run the setup wizard, connect your channels, then tune what the bot asks and how it scores.
Account & Access
Signing up, what a workspace is, verifying your email, and who on your team can do what.
Getting Set Up
The setup wizard, industry templates, sample data, and trying the bot before it meets a customer.
Connecting your channels
WhatsApp, Instagram and Facebook Messenger: what to collect in Meta's console, and what to do when a message never arrives.
- Connect your WhatsApp number, start to finish
- Create your Meta app and business portfolio
- Add and verify your phone number
- Generate a permanent token
- Connect your Instagram account
- Connect your Facebook Page
- Webhooks: why messages arrive, and why they sometimes don't
- Why a follow-up was not sent
- WhatsApp error messages, decoded
Configuring the AI
What the bot asks, how it decides a lead is qualified, and how matches are scored.
Plans & Analytics
How the trial works, what each limit counts, and how to read the numbers on your dashboard.