Overview
Short answers to the questions that come up most. For details, follow the link to the matching category.
Prerequisites
- None.
Step by step
Check the common questions:
- How do I add an agent? In Settings → Agents, invite by email and set the role.
- How do I connect WhatsApp? In Inboxes → Add, choose the WhatsApp type (Web or Cloud).
- Can I have multiple numbers? Yes — each number is an inbox.
- How do I enable a module? Modules depend on plan/feature; an administrator enables it on the account.
- How do I change the language? In your profile, under preferences.
- How do I see reports? In the Reports section, by conversations, agents, teams and more.
Settings & options
- Most actions live under Settings (account, agents, teams, inboxes).
Use cases
- Fast onboarding of new users and administrators.
Tips, limits & best practices
- Standardize roles and teams from the start.
- Use labels and attributes to keep data organized.
Troubleshooting
- I couldn't find a feature: it may depend on plan/feature or your access role.