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PTOpen the panel
Getting started
  • Welcome to the panel
  • The overview
  • How to use this help
  • The assistant in the corner
  • Your profile and preferences
  • Accessibility
Conversations
  • Handle a conversation
  • WhatsApp numbers and inboxes
  • Routing to the team
Contacts
  • Find and edit contacts
  • Organize with tags
  • Import contacts from a spreadsheet
Broadcasts
  • Send a broadcast
  • Audiences
  • Message templates
  • SMS broadcasts
Email campaigns
  • Email campaigns
Automations
  • Create an automation
Bot and AI
  • Set up a support bot
Intelligence and data
  • Knowledge base
Sales
  • Connect your sales platform
  • Products and deliveries
Usage and billing
  • Usage and billing
Apps
  • Apps
Administration
  • Team and access
  • Backups
  • Company settings
  1. Help
  2. Getting started

6 guides

Getting started

Sign in, find your way around and make the panel yours.

  1. 01Welcome to the panelWhat the panel does, how to sign in and where everything is.
  2. 02The overviewToday at a glance on the home screen: what needs you, how sends are doing and whether everything is working.
  3. 03How to use this helpSearch, keyboard shortcuts, language and the “?” button on every screen.
  4. 04The assistant in the cornerAsk in your own words, read guides without leaving the screen, jump to the right screen and contact support.
  5. 05Your profile and preferencesChange your name, photo and time zone, sign in with Google or a passkey, and set the panel up your way.
  6. 06AccessibilityUsing the panel and this help with a keyboard, a screen reader, zoom and contrast.
CHC HelpAccessibilityOpen the panel