Learn how to run customer conversations inside Automate.
Practical guides for setting up WhatsApp and Instagram inboxes, assigning conversations, keeping customer context visible, and adding automation where it helps the team move faster.
Set up the shared inbox
Plan WhatsApp access, team ownership, assignments, and internal notes before conversations scale.
Connect CRM context
Use customer profiles, notes, conversation history, and lifecycle updates around every message.
Decide when to automate
Identify the replies, follow-ups, broadcasts, and handoffs that should become repeatable workflows.
Know when to use calling
Use calls for urgent, complex, or high-trust conversations while keeping outcomes visible.
How multiple teammates should share one WhatsApp channel
Use assignments, ownership, notes, and visibility rules so replies do not overlap or disappear.
How WhatsApp becomes useful CRM data
Connect each chat to customer context, orders, handoffs, and follow-up instead of treating messages as isolated threads.
How to think about broadcasts before sending
Plan targeted campaigns, templates, and follow-up paths without turning customer outreach into noise.
Guides for WhatsApp-led customer teams
Most teams start with WhatsApp before adding more channels. These guides explain how to turn that channel into a shared inbox with CRM context, ownership, automation, and follow-up.
WhatsApp Business API
Understand how the API works, when it makes sense, and what it changes for support and sales teams.
WhatsApp Business Calling API
Learn where calling fits into the WhatsApp workflow and how to think about it operationally.
WhatsApp Business Multiple Users
See how teams can work from one WhatsApp setup without losing visibility or stepping on each other.
WhatsApp Bulk Message
A guide to broadcasts, campaign thinking, approval constraints, and keeping outreach useful.
WhatsApp CRM
How to connect customer context, assignments, notes, and automation around WhatsApp conversations.