Chat

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

36 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

Decisions: an autopilot that sorts your chats and suggests the next step

The autopilot reads each number's chats as they arrive. Choose, automation by automation, whether it stays off, suggests what to do or does it on its own, with Undo for 24 hours.

Resolve chats automatically: an inbox with only what is still pending

Chats where the customer stopped answering are resolved on their own after the time you choose, unassigned, labelled and with a note if you want. They reopen as soon as the customer writes again.

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 Forms: ask for everything in one message, inside the chat

Send a short form inside WhatsApp for bookings, leads and surveys: about 2 paid messages instead of 5. Create it from a ready form and send it from a chat, a template, a campaign or an automatic reply.

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.

Accept, dismiss or undo what the autopilot proposes

How a suggestion of the autopilot looks in a chat, why it proposes it, how to apply or dismiss it, and how to undo what it did on its own.

The autopilot history: what needs action and everything it did

Every suggestion waiting for your team and every change the autopilot made on a number in the last 30 days, with Undo and the buttons to decide without opening each chat.

Priority and the Awaiting reply queue: see first who is waiting

The autopilot marks the urgent chats on the chat list and adds an Awaiting reply filter with the customers who expect an answer, the most urgent first.

Label chats and route them to a department with the autopilot

Write an instruction for your labels and departments, and the autopilot adds the right labels and proposes the right department from what the customer wrote.

Fill empty contact fields from the conversation

Data to the CRM picks up the email, company, city and other details a customer writes in the chat and fills the contact's empty fields. It never overwrites.

Close well and the Auto-reply guard: end conversations properly

The autopilot proposes resolving a chat when the customer says goodbye, resolves it on its own when they confirm it is solved, and holds back automatic replies to someone who just said goodbye.

Next step, deals and handoff notes: suggestions that move a chat forward

The autopilot proposes the next thing to do in a chat, a deal when the customer shows real interest, and a summary note when a chat changes hands. It only suggests.

The AI allowance: how much the autopilot can use, and when it pauses

Your account's monthly AI allowance, shared by all your numbers and AI agents: where to see it, what happens when it runs out, and how it grows with your plan.

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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