Help
CRM
Inbox
ChatIQ
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Contact support
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Inbox guides
Getting started
Where to start
3
Where to start
Find your way around
WhatsApp rules you should know
Your account
2
Sign in with your TicAte account
Your profile
Conversations
Inbox
11
The inbox
Reply to a customer
Reply to one message, react, copy or forward it
Use quick replies
The 24-hour window and templates
Message a customer first
Assign a chat, change its status or give it to a team
Private notes and mentions
Pause or switch off the AI in one chat
AI summary, lead rating and briefing the AI
The customer panel beside a chat
Post comments
2
Answer comments on your posts
Reply to comments automatically
Contacts
6
Find your way around Contacts
Add and edit a contact
Import contacts from a CSV file
Tag, update or delete many contacts at once
Segments
Marketing consent and STOP replies
Pipelines
2
Pipelines and stages
Deals
Meetings
3
The Meetings page
Set up meeting types and working hours
Book a meeting from a chat
AI
AI assistants
17
Create an AI assistant
Choose the AI provider, model and key
Teach the assistant about your business
How the assistant writes its replies
What the assistant remembers
Test an assistant before it talks to customers
When a person steps in
Hand a chat over to your team
Pause or switch the assistant back on in one chat
Opening hours and away message
Who it answers, and spend limits
Follow up when a customer goes quiet
Follow up by CRM stage
Several assistants on one number, by CRM stage
Pass a chat to another assistant
Answer customers who came from an ad or post
Logs, history, export and import
AI tools
4
What AI tools are, and how to make one
Tools that send something
Tools that act for the customer
Give tools to an assistant
Tic Buddy
4
Turn on Tic Buddy
Translate chats and voice notes
Catch up with a chat summary
Draft or improve a reply
Engagement
Broadcasts
6
Send a broadcast
Choose who gets a broadcast
Schedule a broadcast
Broadcast results and failed messages
Let an AI assistant handle broadcast replies
How many people a number can message
Message templates
5
What a message template is, and when you need one
Create a message template
Variables, media headers and buttons
Template review and statuses
Why templates get rejected
Automations
3
What automations do
Build an automation
See what an automation did
Chatbots
3
What chatbots do
Build a chatbot
Who answers first: chatbots, AI assistants and automations
Flows
3
Create a WhatsApp form (flow)
Publish a flow
Send a form and see the answers
Catalog & shop
5
Set up your catalog
Send products in a chat
The shop button and the cart
Orders from WhatsApp
Abandoned cart reminders
Drive
2
Keep your files in Drive
Send files from Drive
Setup
Channels
7
Connect your WhatsApp number
Several numbers and the default number
Your number's business profile
Number disconnected or blocked
Connect Instagram and a Facebook Page
Move a number to another workspace
Remove a number or account
Integrations
5
Connect TicAte CRM
Send WhatsApp templates from TicAte CRM
Connect Bitrix24
Connect Shopify
Connect WooCommerce
API & webhooks
2
API keys and the API
Webhooks
Reports
Dashboard
1
The dashboard
Settings
Team
4
Invite your team and choose roles
Choose which numbers each person works on
Group people into teams
Check who has signed in
Workspace
4
Tags
Custom fields
Quick replies
Workspace rules
Inbox guides
/
Reports
Reports
How your team and messages are doing.
Dashboard
Chats, replies and messages at a glance
The dashboard
Today's numbers, your conversations over time, deals by stage, reply speed, recent activity and how each teammate is doing.
Help
Contact support
Help
Contact support