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Getting started
  • Welcome to the panel
  • The overview
  • How to use this help
  • The assistant in the corner
  • Your profile and preferences
  • Accessibility
Conversations
  • Handle a conversation
  • WhatsApp numbers and inboxes
  • Routing to the team
Contacts
  • Find and edit contacts
  • Organize with tags
  • Import contacts from a spreadsheet
Broadcasts
  • Send a broadcast
  • Audiences
  • Message templates
  • SMS broadcasts
Email campaigns
  • Email campaigns
Automations
  • Create an automation
Bot and AI
  • Set up a support bot
Intelligence and data
  • Knowledge base
Sales
  • Connect your sales platform
  • Products and deliveries
Usage and billing
  • Usage and billing
Apps
  • Apps
Administration
  • Team and access
  • Backups
  • Company settings
  1. Help
  2. Administration

3 guides

Administration

Team, access, channels, security and backups.

  1. 01Team and accessAdd people, pick their role and permissions, block access and see open sessions.
  2. 02BackupsSee the backup schedule, take a backup right now and test a restore without any risk.
  3. 03Company settingsIdentity, integrations, email, country-based security and the health panel, in one place.
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