A little guidance.
A smoother workday.

Where to go first in the GUI and the recommended setup sequence.

Your own workspace; Agents and Tenant Settings.

Inbox.

Search.

KPI.

Important Files.

Standard steps that apply to all channel types in the tenant GUI.

Channel row actions and their operational effects.

Channels → connect an official WhatsApp Cloud account.

Channels → official WhatsApp Coexistence onboarding.

Detailed channel form configuration for WABA local agent mode.

How to configure Telegram channel and set webhook from GUI.

How to configure inbound/outbound email channel behavior in GUI.

Channels → connect Facebook Messenger.

Channels → connect Instagram.

Team collaboration and internal AI conversations.

WhatsApp Status.

Channels → Business tools on an eligible Instagram connection.

Channels → Business tools on an official WhatsApp connection.

Channels → Business tools → WhatsApp Flows.

End-to-end flow for downloading installer and connecting channel to agent runtime.

When and how to use disconnect, reset session, and clear agent DB actions.

How to fetch and rotate tenant agent login token safely.

Create users, roles, and per-channel access rules from tenant GUI.

Update tenant user roles, suspend/activate users, and reset passwords.

Create, edit, delete groups and maintain group members for assignment workflows.

Create, edit, delete contacts and keep contact profile data clean.

Detailed assignment workflow for contact routing and ownership.

Lead status; Tenant Settings → Lead case types.

Contacts; contact messaging-permission dialog; Inbox contact cards.

Contacts selection controls and Tags.

How to change plan and complete payment flow from tenant GUI.

How to submit transfer reference/date and proof correctly.

How to open invoices and export printable PDF from GUI.

Billing → Flow controls, when enabled for the workspace.

Create, reply, attach evidence, and close/reopen support tickets.

Submit feature requests and follow discussion/reply flow.

Urgent Calls.

Your customer communication procedures; public Privacy, Terms and Data deletion pages; Tickets for platform assistance.

Configure timezone and KPI run schedule from tenant settings.

How to use notifications tab and enable browser push subscriptions.

Documentation.

Operational setup for campaigns, AI provider configs, and API key lifecycle.

Audit Logs; Data Activity.

My vCard QR; vCard Statistics; Tenant Settings → Contact information.

Account menu; Notifications; browser installation controls.

Tenant Settings → General settings, Conversation tags, Shorts and Contact information.

AI → Knowledge Base and tenant AI settings.

AI provider configuration; tenant AI settings → Speech-to-text provider; channel AI controls.

Tenant Settings → AI connections (MCP).

API Keys.

Campaigns.

Channels → Business tools; Campaigns → Analytics.

AI diagnostic, usage and transcript views.