Skip to contentManual sync
- 3. Get Started Wizard
- 2.1 Sign In with Email
- 2.3 Create Account with Email
- 2.6 Forgot Password and Reset Password
- 2.7 Set Password After Invitation
- 4. Home Dashboard
- 5. Contact Management
- 5.6 Import WhatsApp Contacts
- 9.1 WhatsApp Phone Numbers
- 9.3 WhatsApp Message Templates
- 9.4 WhatsApp Campaigns
- 10.1 Outbound Mail Servers (Campaign Broadcasting)
- 10.4 Email Templates
- 10.5 Email Campaigns (Broadcasting)
- 11. Automation Workflows
- 23. Support Widget
- 6. User Management
- Roles and Permissions Overview
- 7. Settings and Profile
- 7.3 Third-Party API Tokens
- 21. External Integrations
- 21.1 How Integrations Work
- 17. Notifications
- 22. Data Portability
- 11.1 Workflow Dashboard
- Troubleshooting: General / Other
- Troubleshooting: WhatsApp
- Troubleshooting: Email
- 18.1 Designing in Canva
- 18. Media Library
- Before Using the Platform
- Platform Limits and Quotas
- Status Legend
- 1. Product Feature Map
- 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: Automation Workflows
- Troubleshooting: Meta Platform
- Troubleshooting: Pinterest
- Troubleshooting: Scheduler
- Troubleshooting: External Integrations
- 2.2 Sign In with Google, Microsoft, or Facebook
- 2.4 Create Account with Google, Microsoft, or Facebook
- 2.5 Email Confirmation Flow
- 2.8 Access Denied
- 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
- 5.7 Contact Timeline
- 5.8 Contact Potential (Lead Scoring)
- 5.9 Batch Contact Operations
- 5.10 Contact Notes
- 5.11 Contact Reminders & Follow-up Tasks
- 6.1 View All Users
- 6.2 Invite a New User
- 6.3 Edit a User
- 6.5 User Contact Data Access
- 6.6 View User Activity Audit
- 7.1 Profile Tab
- 7.2 Company Settings Tab (CompanyAdmin only)
- 7.4 Settings Troubleshooting
- 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
- 9. WhatsApp
- 9.2 WhatsApp Chat
- 9.5 WhatsApp Business Profile
- 9.6 WhatsApp Usage & Costs
- 10. Email
- 10.2 Reply-To Mailboxes (Contact Communication)
- 10.3 Email Conversations (Direct Communication)
- 11.2 View Workflow List
- 11.3 Create a Workflow
- 11.28 Edit 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
- 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
- 13. Facebook
- 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
- 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
- 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
- 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
- 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
- 22.1 Export Company Data
- 22.2 Request Company Deletion
- 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)
- 11.29 Activate and Deactivate a Workflow
- 12.6 Edit, Retry and Delete Instagram Posts
- 13.1 Facebook Posts and Publishing
- 13. Facebook: Troubleshooting
- Troubleshooting: LinkedIn
- 11.35 Activity: Publish LinkedIn Post
- 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
- 5.12 Contacts Dashboard
- 8.6 Connections Center
- 9.7 WhatsApp Catalogs
- 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
- Peikly Plugin for WordPress & WooCommerce
- 9.8 WhatsApp Forms
- 11.36 WhatsApp Form Triggers, Activities and Conditions
- 6.4 Remove a User from the Team
- 6.7 The Company Owner
- 6.8 Social Media Rights: Editor, Publisher, Reviewer
- 9.9 Connect the Number You Already Use in the WhatsApp Business App
- 12.7 Reviewing Posts Before They Go Live
