Chat Inc
Knowledgebase

Explore step-by-step video guides for Flex, Live, and Proactive – everything you need to master our products.

Sending Campaigns

Learn how to send your first bulk WhatsApp campaign using your META-approved template message in the Flex platform.

Template Button Combinations

Learn about the different button types you can add to your WhatsApp META templates in the Flex platform.

Managing Templates

How to create and submit a bulk WhatsApp template message from the Flex platform using META guidelines.

Creating Journeys

Learn how to create a chat journey in the Flex platform to enhance and personalize your WhatsApp campaign experience.

Managing Audiences

Find out how to efficiently manage your contacts by organizing them into specific audience groups for bulk sending in Flex.

Creating Contact Import Files

Learn how to bulk upload your contact lists into the Flex platform for easier audience management and campaign setup.

flEX for Marketing Walkthrough

Get a feel for Chat Inc flEX in the Marketing space with this quick platform showcase with your host, Michelle Matthee.

Platform Guide

Get a feel for Chat Inc flEX in this quick platform showcase with your host, Michelle Matthee.

Conversation Workspace

Get acquainted with the Conversations tab to make the most of Live and explore its full range of messaging features.

Admin Settings

Explore the Admin settings section to help you with setup requirements and get the most out of the Chat Inc platform.

Help Centre

Set up your Help Center by creating a self-service portal and adding articles for quick customer and agent information access.

Conversation Reporting

Explore the Reports tab to track agent activity and performance, ensuring your support team stays efficient and effective.

Managing Conversations

Explore Conversations to edit client info, add labels and attributes, and effectively utilize automations for better support.

Messaging Clients

Message clients using Contacts, WhatsApp templates, and canned responses to streamline your communication.

Managing Contacts

Explore the Contacts tab in Chat Inc Live to easily view, filter, edit, and directly message your selected client contacts.

Agent Profile Settings

Explore agent profile settings to personalize your Live experience & maximise your platform productivity.

Platform Orientation

Take a quick tour of the platform and its key features, so you're fully prepared to get started right after logging in.

Using the Template Wizard

Create WhatsApp message templates within Zendesk and submit them directly to Meta for quick template approval.

Tracking & Analytics

Track and analyze your WhatsApp data directly within Zendesk to optimize your communication and insights.

Sending Bulk WhatsApp

Send bulk WhatsApp template messages efficiently to grouped contacts, streamlining your communication process.

Reopening a WhatsApp Ticket

Use Proactive within Zendesk to reopen WhatsApp's 24-hour window by sending pre-approved templates to clients.

WhatsApp From Zendesk

Learn how to easily create and send proactive notifications to engage both new and existing customers effectively.

Setting Up Proactive

Set up and configure Chat Inc Proactive directly from the Zendesk platform to start sending proactive messages with ease.

Chat Inc Knowledgebase

Chat Inc
Knowledgebase