-1.png)
Help Center
Step-by-step guides, with pictures, to help you use WhatzAI CRM with ease.
Start here
New to the platform? Follow the getting started guide and be answering customers in minutes.
Getting started
4 articles
- What is WhatzAI CRMUnderstand in 3 minutes what the system does, who it is for and how the pieces fit together.
- Getting startedCreate your account, choose the language, set up your team and activate your plan. It takes less than 5 minutes.
- Getting to know the screenA walk through the side menu and the buttons you will use every day.
- Connect your WhatsAppLink your number to the system with a QR code or a pairing code (WhatsApp Web), or through Meta's Official API (WABA).
Service and CRM
5 articles
- Chats (inbox)Reply to customers, send photos and audio, use quick replies and internal notes, and control the AI in each chat.
- Sales pipeline (Pipelines and deals)Organize sales and support in columns, drag cards between stages and mark deals as won or lost.
- Contacts (CRM)Each customer's record with details, temperature, deals, tasks and history. Import, export and organize your base.
- TagsClassify customers with tags such as VIP, Hot lead or Follow up and use them in filters, automations and permissions.
- Schedule and appointmentsSee appointments and tasks on the calendar, block days and let the AI or bots book times for your customers.
AI and automation
4 articles
- AI AgentsCreate a virtual assistant that answers your customers 24/7, qualifies leads, moves the pipeline, sends files and books appointments.
- Automations (flow builder)Build service bots by dragging blocks — menus, questions, conditions, tags, pipeline, appointments and integrations — without coding.
- Message templates (Official API)Create and sync Meta-approved templates to start conversations and run campaigns on the Official WhatsApp API.
- Campaigns (bulk messaging)Send an approved template to a list of contacts from a CSV file and track who received it.
Management and account
4 articles
- Dashboard and reportsUnderstand your sales and service numbers — revenue, conversion, response time, lead sources and team leaderboard.
- Team and permissionsInvite team members, define what each one can do and see, and manage several teams (workspaces).
- My account and settingsChange your name, language, timezone and password, see your activity history and regain access if you forget your password.
- Plans and billingSee your plan, usage limits and AI credits, change plans, download invoices and understand what happens if a payment fails.
Advanced and help
3 articles
- Developer APISend text messages, images, videos, documents and audio over WhatsApp from other systems (website, ERP, Zapier, n8n).
- TroubleshootingQuick answers to the most common problems — connection, AI, automations, sending messages, permissions and payment.
- GlossaryThe meaning, in plain words, of the terms you see in the system.
Couldn't find what you were looking for?
Our support team is ready to help.