Help center
Step-by-step help with screenshots, from creating your chatbot to growing with broadcasts.
Set up
- Get started: create your chatbot in minutesCreate a ChatFlow account and set up your AI WhatsApp chatbot step by step: business details, what the chatbot does, knowledge, WhatsApp, testing and publishing.7 steps · 5 min read
- Teach your chatbot: knowledge, products and servicesAdd questions and answers, text, web pages, documents, products and services so your ChatFlow assistant answers customers correctly, and fill the gaps it couldn't answer.7 steps · 5 min read
- Connect your WhatsApp numberHow to connect a WhatsApp number to your ChatFlow chatbot with Facebook, what number you need, and how to get help if you're stuck.4 steps · 4 min read
- Add the chat to your websitePut your ChatFlow AI assistant on your own website as a chat bubble: choose the colour and position, copy one line of code and paste it into your site.3 steps · 3 min read
Everyday work
- Reply to customers in ConversationsUse the ChatFlow inbox: see every WhatsApp and website chat, take over from the AI, use quick replies, add tags and notes, and resolve conversations.5 steps · 4 min read
- Manage appointments and remindersSet your booking rules, confirm appointment requests your chatbot collects on WhatsApp, send reminders the day before and request a deposit.5 steps · 4 min read
- Manage orders and paymentsConfirm orders your chatbot takes on WhatsApp, keep customers updated as orders get ready, and send payment links.4 steps · 4 min read
Grow your business
- Customers, segments and broadcastsFind and tag your customers, save groups, create WhatsApp message templates and send broadcasts with opt-out built in.5 steps · 5 min read
- Track your resultsSee what your chatbot brought in: conversations, new leads, bookings, orders and revenue from chats, plus response times and busiest hours.2 steps · 3 min read