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Automate Chats

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Find the next useful step for your Automate Chats workspace.

Start a new account, manage an existing workspace, plan a WhatsApp workflow, or contact the team when you need help.

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Include useful context

When contacting support, share the workspace, affected workflow, what happened, and what you expected. Avoid sending passwords or private credentials.

Start with the product

Create an account and use the in-product setup flow to connect your first channel and workspace.

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Manage an existing account

Sign in to access workspace settings, billing, team management, and product support.

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Plan a workflow

Use our practical guides to map automation, ownership, campaign replies, and handoffs.

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Contact support

Send the account context, issue, and expected outcome so the team can help efficiently.

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Learn at your pace

Practical workflow guides

Checklist5 min read

What to look for in a shared WhatsApp inbox

A buyer-friendly checklist for assigning chats, keeping customer history, working as a team, and tracking performance.

Read checklist