Users & Permissions - Peikly

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About
Features
Pricing
Documentation
Contact

Getting Started

7

Before Using the Platform
Platform Limits and Quotas
Roles and Permissions Overview
Status Legend
1. Product Feature Map
3. Get Started Wizard
4. Home Dashboard

Account & Access

8

2.1 Sign In with Email
2.2 Sign In with Google, Microsoft, or Facebook
2.3 Create Account with Email
2.4 Create Account with Google, Microsoft, or Facebook
2.5 Email Confirmation Flow
2.6 Forgot Password and Reset Password
2.7 Set Password After Invitation
2.8 Access Denied

Contacts & CRM

13

5. Contact Management
5.1 View and Search Contacts
5.2 Add a New Contact
5.3 Edit a Contact
5.4 Delete a Contact (Soft Delete)
5.5 Quick Create Contact
5.6 Import WhatsApp Contacts
5.7 Contact Timeline
5.8 Contact Potential (Lead Scoring)
5.9 Batch Contact Operations
5.10 Contact Notes
5.11 Contact Reminders & Follow-up Tasks
5.12 Contacts Dashboard

Users & Permissions

9

6. User Management
6.1 View All Users
6.2 Invite a New User
6.3 Edit a User
6.4 Remove a User from the Team
6.5 User Contact Data Access
6.6 View User Activity Audit
6.7 The Company Owner
6.8 Social Media Rights: Editor, Publisher, Reviewer

Settings & Profile

5

7. Settings and Profile
7.1 Profile Tab
7.2 Company Settings Tab (CompanyAdmin only)
7.3 Third-Party API Tokens
7.4 Settings Troubleshooting

Meta Platform Connection

8

8. Meta Platform Connection
8.1 Connect to Meta (First Time)
8.2 Meta Platform Status Page
8.3 Refresh Meta Permissions
8.3a Instagram & Facebook Capabilities (Channel setup)
8.4 Verify WhatsApp Phone Number
8.5 Disconnect from Meta
8.6 Connections Center

WhatsApp

10

9. WhatsApp
9.1 WhatsApp Phone Numbers
9.2 WhatsApp Chat
9.3 WhatsApp Message Templates
9.4 WhatsApp Campaigns
9.5 WhatsApp Business Profile
9.6 WhatsApp Usage & Costs
9.7 WhatsApp Catalogs
9.8 WhatsApp Forms
9.9 Connect the Number You Already Use in the WhatsApp Business App

Email

6

10. Email
10.1 Outbound Mail Servers (Campaign Broadcasting)
10.2 Reply-To Mailboxes (Contact Communication)
10.3 Email Conversations (Direct Communication)
10.4 Email Templates
10.5 Email Campaigns (Broadcasting)

Automation Workflows

37

11. Automation Workflows
11.1 Workflow Dashboard
11.2 View Workflow List
11.3 Create a Workflow
11.4 Workflow Designer: Canvas, Palette and Step Panel
11.5 How Steps Connect: Order, Branches and Ending
11.6 On Exception and Automatic Stop
11.7 Triggers: Messages, Contacts and Manual
11.8 Triggers: Store and Website Events, Broadcasts and Schedules
11.9 Scheduled Trigger Settings
11.10 Activity: Delay
11.11 Activity: Add/Upsert Contact
11.12 Activity: Create Lead
11.13 Activities: Add Tag, Remove Tag and Update Field
11.14 Activities: Lead Score and Assign Contact
11.15 Activity: Unsubscribe
11.16 Activity: Send WhatsApp Message
11.17 Activity: Send Email
11.18 Activities: Campaigns and Broadcasts
11.19 Activities: Pinterest
11.20 Condition: Message Matches
11.21 Conditions: Contact Checks
11.22 Conditions: Email Opened and Link Clicked
11.23 Placeholders: Contact and Trigger Data
11.24 Workflow Pitfalls and Golden Rules
11.25 Example: WhatsApp Auto-Reply Bot
11.26 More Example Workflows
11.27 Create a Workflow with AI (Quick Actions)
11.28 Edit a Workflow
11.29 Activate and Deactivate a Workflow
11.30 Manually Trigger a Workflow
11.31 View Execution History
11.32 Retry a Failed Execution
11.33 Delete a Workflow
11.34 Using the Sample Workflows
11.35 Activity: Publish LinkedIn Post
11.36 WhatsApp Form Triggers, Activities and Conditions

Instagram

9

12. Instagram
12.1 Instagram Dashboard
12.2 Instagram Posts
12.3 Instagram Direct Messages
12.4 Instagram Publishing
12.4a Create with AI (pictures, carousels and videos)
12.5 Instagram Insights
12.6 Edit, Retry and Delete Instagram Posts
12.7 Reviewing Posts Before They Go Live

Facebook

3

13. Facebook
13.1 Facebook Posts and Publishing
13. Facebook: Troubleshooting

Pinterest

7

14. Pinterest
14.1 Connect to Pinterest
14.2 Pinterest Posts
14.3 Pinterest Publishing
14.4 Pinterest Insights
14.5 Disconnect Pinterest
14. Pinterest: Troubleshooting

LinkedIn

9

15. LinkedIn
15.1 Connect to LinkedIn
15.2 Publish to LinkedIn
15.3 LinkedIn Post Types
15.4 The LinkedIn Menu
15.5 LinkedIn Comments
15.6 LinkedIn Insights
15.7 Disconnect LinkedIn
15. LinkedIn: Troubleshooting

Advanced Social Media Analysis

9

15a. Advanced Social Media Analysis
15a.1 Set Up Analysis for an Account
15a.2 How a Run Works
15a.3 Competitors
15a.4 Read the Report
15a.5 The Content Plan
15a.6 Teach the Assistant
15a.7 Change, Pause or Stop an Analysis
15a. Advanced Social Media Analysis: Troubleshooting

Scheduler

7

16. Scheduler
16.1 Open the Scheduler
16.2 Schedule a New Activity (Wizard)
16.3 Reschedule an Activity
16.4 Edit or Cancel a Scheduled Activity
16.5 Schedule a Reminder or Follow-up for One Contact
16. Scheduler: Troubleshooting

Notifications

1

17. Notifications

Media Library

2

18. Media Library
18.1 Designing in Canva

Billing & Subscription

9

19. Billing and Subscription
19.1 Open Billing Dashboard
19.2 Choose or Change a Plan
19.3 Cancel a Subscription
19.4 Resume a Subscription
19.5 Complete Payment (Pending/Failed)
19.6 Billing History and Invoices
19.7 Subscription Status Reference
19. Billing and Subscription: Troubleshooting

Sales Partner Program

9

20. Sales Partner Program
20.1 Activate Your Sales Agent Account
20.2 Your Dashboard
20.3 Find Your Referral Link
20.4 My Clients
20.5 My Earnings and Commission Waiting Period
20.6 My Payments
20.7 My Reports
20. Sales Partner Program: Troubleshooting

External Integrations

9

21. External Integrations
21.1 How Integrations Work
21.2 Required Request Format
21.3 Supported Event Types
21.4 API Response
21.5 Idempotency
21.6 Using External Events in Workflows
21. External Integrations: Troubleshooting
Peikly Plugin for WordPress & WooCommerce

Data Portability

3

22. Data Portability
22.1 Export Company Data
22.2 Request Company Deletion

Support Widget & AI Assistant

1

23. Support Widget

Troubleshooting

18

Global Error Code Reference
Troubleshooting: Sign In (Email)
Troubleshooting: Sign In (Social)
Troubleshooting: Authentication
Troubleshooting: Password Reset Links
Troubleshooting: WordPress Onboarding and Connection
Troubleshooting: Access Denied
Troubleshooting: Billing
Troubleshooting: Contacts
Troubleshooting: WhatsApp
Troubleshooting: Email
Troubleshooting: Automation Workflows
Troubleshooting: Meta Platform
Troubleshooting: LinkedIn
Troubleshooting: Pinterest
Troubleshooting: Scheduler
Troubleshooting: External Integrations
Troubleshooting: General / Other

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Users & Permissions

Users & Permissions

Invite and manage team members and control which contacts each user can see.

6. User Management
6.1 View All Users
6.2 Invite a New User
6.3 Edit a User
6.4 Remove a User from the Team
6.5 User Contact Data Access
6.6 View User Activity Audit
6.7 The Company Owner
6.8 Social Media Rights: Editor, Publisher, Reviewer

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