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Help center/Automation/Getting started

Getting started

10 articles

All articles in this section

What {{brand.name}} is and what it doesAn automation panel that gathers your Instagram and WhatsApp messages into one inbox and answers the questions you get over and over.
How the system worksThe road a message travels from Instagram or WhatsApp into the panel and back out as a reply — step by step, with no technical jargon.
Signing up and signing inCreating an account with email or with Facebook/Google, verifying your email, two-step verification and signing in with a passkey.
I can't sign inChecks for a wrong password, an unverified email, a locked account, a verification code that won't go through and a reset link that won't work.
The consent screenWhy the "One last step" and "Our agreements have been updated" screens appear, which box is required, and where to find your consent history.
Setting up from start to finishThe whole setup, from creating your account to your first automatic reply — portfolio, connecting a channel, your first flow and your first test.

Finding your way around the panelThe left menu, the top bar, switching accounts, ⌘K search, notifications, theme and language — every box, one by one.

Joining a team from an invitationJoining a portfolio's team from the invitation link you received, what your role means, and what to do when the link does not work.

Installing the app on your phoneAdding the panel to your home screen and opening it like an app — steps for Android, iPhone and desktop.

Your first week checklistWhich setting to handle in which order over the seven days after setup — a daily list you can tick off.