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Help and guides

How to set up and run Chatinbox

176 short guides in 11 categories, from setup and the inbox to Flow Builder, bulk sending, orders and analytics. Each topic focuses on one user result.

Short answer

This centre contains 176 short guides in 11 categories. Each guide shows the result first, then the requirements, steps, and final check.

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Setup and channel connections

WhatsApp, Meta, Instagram and line-connection steps.

Get WhatsApp Business API and connect it to Chatinbox The accounts, phone-number conditions and Meta-side steps for the official WhatsApp Business API, with a clear split between you, Chatinbox and Meta. Read guide → Can your existing WhatsApp number move to the API? Moving a number you already use to the official API: two-step verification, the existing app account, what carries over and what downtime to expect. Read guide → Meta business verification: steps and sticking points Business verification in Meta Business Manager: the documents asked for, why a legal name different from your brand causes trouble, what to do after rejection. Read guide → WhatsApp template approval and fixing a rejection Template categories, the most common rejection reasons and how to fix a rejected template. You write the template in WhatsApp Manager and submit it; Meta decides on approval. Read guide → Fix a rejected WhatsApp message template Chatinbox does not create templates; it only lists approved ones. Fix the rejected template in your WhatsApp account, then find it again in the panel. Read guide → The WhatsApp 24-hour window: free text vs template The 24-hour window a customer's message opens, what can be sent inside and outside it, the 72-hour free period after an ad click, and three common mistakes. Read guide → Connect Instagram DMs to Chatinbox: needs and permissions Professional account, message access permission and Facebook Page link; the connection steps, Instagram's limits and the setting to check when nothing arrives. Read guide → WhatsApp verified badge vs business verification The blue verified badge (once the green tick) versus business verification: Meta's five conditions, the application steps and the 30-day rule after rejection. Read guide → Refresh lines from WapCRM and select active lines Open Ayarlar → Hatlar and press the WapCRM'den Yenile button. Keep Aktif ticked for the lines that should receive messages, and clear the others. Read guide →

Inbox and customer management

Replying, handing off, organising and reviewing customer conversations.

Receive and reply to a WhatsApp message in the same screen Open a new WhatsApp message from the shared inbox, write and review the reply, send one message, and keep the next customer message in the same conversation. Read guide → View a customer image and reply in the same conversation Open a customer image inside the conversation, write and review your reply in the same screen, and send one message. Read guide → Start the day in the inbox Start with All, then review Unread and Transfer. Use Offline and Tasks as separate views and narrow the list by Channels, Tags or Users. Read guide → Channel filter: tell WhatsApp, Instagram and calls apart The Channels section in the left panel: each connected line as its own row, unread badge, focusing on one line, channel icon and order in a multi-line team. Read guide → Video · 1:04 How to hand off a customer conversation to the right team Open the conversation with its history, hand it to the right team, leave an internal note, then edit the AI reply draft and send it yourself. Read guide → Internal notes: a note the customer never sees Open the yellow Internal Note composer, check the customer-visibility warning, and add one team-only entry to the conversation without sending a normal customer message. Read guide → Mention a teammate in an internal note Chat Oversight is read-only: no note box, no @ mention. The Görüldü (Seen) badge on the queue row is what shows someone has taken the chat. Read guide → Video · 0:58 Answer repeated questions in seconds with saved replies Open the saved-reply list with the lightning icon, pick a reply, edit if needed and send; which questions suit a saved reply and what it does not guarantee. Read guide → Set a reminder: don't forget "call tomorrow" A reminder tied to a conversation's date and time: setup in three steps, what to do when it fires, when to set one, and returning to a silent customer. Read guide → How to close a finished conversation Use Chati Kapat once to close a finished conversation. Check the Yeniden Aç option and the closing entry in the conversation. Read guide → Take over from the bot, then hand back to a flow The Active Flow strip, press-and-hold takeover, continuing yourself and handing back with 'Send to Flow'; when to take over and when to wait. Read guide → Tags and filters: classify, then find with one click Adding tags to a conversation, tag and status filters, a good tag set (8-12), automatic tagging via flows and common mistakes. Read guide → The customer card: details, past conversations and notes The customer card beside the conversation: profile, tags, custom fields, customer history; editing and notes; the Contacts list; what belongs in custom fields. Read guide → AI summary and sentiment badge: what happened at a glance The AI sentiment badge and the Insight panel: primary and secondary intents, sentiment, urgency, open requests and summary; when to rely on it. Read guide → Team, roles, working hours and automatic replies Adding users and assigning roles (admin, agent, flow designer, marketing, read only), working hours and the out-of-hours message; common permission mistakes. Read guide →

Conversation supervision, bots and lines

Supervision queues, bot runtime, ownership and line settings.

Read summary cards on the Conversation Supervision screen Four cards at the top report the current load as numbers. The cards only count; the tab strip above them, not a card, switches the list. Read guide → Attention Queue: unanswered and handed-off items Three dropdown filters sit above the queue: signal, line and status. The status filter is fixed and disabled, because the queue lists only open records. Read guide → Mark an attention item as Seen The Seen button shows up only on new rows, the ones with a purple dot. Press it once. Marking sends nothing to the customer and resolves nothing. Read guide → Open a conversation transcript from supervision Select a row, or the button that opens the conversation. The transcript slides in from the right, shows up to 80 messages, and has no reply box. Read guide → View ownership status in Bot Conversations The owner column carries three chips: with the bot, with a person, and closed. A chip reports the state right now, not the history, and never moves the queue. Read guide → Open the decision screen from the Orders tab The Siparişler tab in Sohbet Gözetimi only lists orders. Approving and rejecting happen in one place: the Karar ver link opens the Order Approvals screen. Read guide → Enable the bot on a line and attach a flow On the Hatlar page, tap the line's switch, pick the flow that will run in the panel that opens, then confirm with Evet, botu aç. One tap is not enough. Read guide → Disable the bot and read the inactive-flow warning On the Hatlar page, tap the switch of an enabled line once; turning it off asks for no confirmation. The inactive-flow badge is a separate state. Read guide → Use semi-automatic and automatic order modes Pick one of the Sipariş modu buttons on the Hatlar page. Yarı otomatik leaves the order to you; Otomatik writes it with no human approval at all. Read guide → Stop and restart the bot runtime Use Durdur on the Yapay zekâ asistanı card in Bot Kontrol to silence a line, and Başlat to bring it back. This button is separate from the line's bot switch. Read guide → Return a human-owned conversation to the bot A chat closed to the bot never reopens by itself. Open Bot Kontrol from the link at the bottom of the Hatlar page and hand the chat back there. Read guide → Map an ad name to a product code Open the Reklamdan gelen ürünler card on Bot Kontrol. Type the product name used in the ad plus its product code, press Ekle, then confirm the product. Read guide → Fix unmatched advertising products Each row under Eşleşmeyen reklamlar is an ad that forced the bot to ask for a code. Confirm the code with Onayla, or close the row with Yoksay. Read guide → Edit bot messages and split them into bubbles Edit a template's wording on the Bot Mesajları screen. Split long text with Mesaj ekle, order the boxes with the arrow buttons, then press Kaydet. Read guide → Use variables correctly in bot messages Fields in curly braces fill themselves from the product. Delete a required one and the save is refused; Preview tells you whether the spelling holds. Read guide → Preview a bot message and save it live On Bot Mesajları the preview renders the saved text, never your open draft. Type, press Kaydet (Save), then read the bubbles. Read guide → Restore a previous bot-message version The Geri al (Undo) button on a Bot Mesajları card switches back to the previous saved version in one click. No version list appears. Read guide → Restore bot messages to approved defaults Varsayılana dön (Restore default) only fills the boxes with the approved text. The bot keeps the old wording until you press Kaydet. Read guide →

Flow Builder

Flow creation, testing, version management and every node type.

Build your first flow: greeting, menu and agent handoff A first flow with three blocks: start, greeting, menu; a path for each option, handoff to an agent where the bot cannot solve it; simulation and validation. Read guide → Create a blank flow Open Şablondan Oluştur in the Flow Builder list, pick Boş Akış in the left column, then name the flow. The editor opens with one Başlangıç node. Read guide → Create a flow from a template Open Şablondan Oluştur in Flow Builder, filter by sector, select a card and press Şablonu Kullan. The flow is created and the editor opens. Read guide → Create a flow with AI Flow Wizard Press AI ile Oluştur in Flow Builder, describe the job of the bot in your own words and answer its questions. The editor opens once the draft is ready. Read guide → Add, connect and delete nodes in the editor Nodes come from the left palette; a connection runs from the red dot under one node to the green dot above the next. Spare nodes go with Node'u Sil. Read guide → Edit node settings and variables Click a node on the canvas, fill in Etiket and the fields for that node type, and take the variable from the code in the Çıktı Değişkenleri list. Read guide → Auto-layout a flow The auto-layout button sits at the bottom right of the canvas. It stacks nodes into rows running down from the trigger and leaves every connection intact. Read guide → Undo and redo changes Undo and Redo in the toolbar step through node, connection and position changes. The flow name and the settings fields stay outside this history. Read guide → Improve an existing flow with AI The purple AI button in the toolbar opens the AI ile Geliştir panel. Describe the change you want and the panel writes it straight onto the canvas. Read guide → Revert an AI change After the AI applies a change, a Geri al button appears in the AI ile Geliştir panel header. It works once and disappears when the page reloads. Read guide → Validate a flow and find connection errors The Akışı Doğrula button in the flow settings window checks the flow on the server. Errors block activation, while warnings only inform you. Read guide → Test a flow in the conversation simulator Talk to your flow inside the Flow Testi window. The simulator runs the flow saved on the server, and nothing you type reaches a WhatsApp line. Read guide → Edit the general runtime settings of a flow The Flow Ayarları window holds the flow description, the off-hours and unknown-input replies, the session timeout and the loop limit. Read guide → Save, activate and stop a flow Each save leaves a new version behind. The Aktif button puts the flow to work on your lines, and the server refuses activation while validation errors remain. Read guide → Duplicate and delete a flow The copy button clones a flow under the name "- Kopya" and opens the editor of that clone. Deleting works only on stopped flows and cannot be undone. Read guide → View version history and roll a flow back The v badge in the toolbar opens the version list. Geri Al loads the version you pick onto the canvas and writes a fresh version tagged rollback. Read guide → Open flow logs Open the Akış Logları (Flow Logs) panel from the editor toolbar; it lists that flow’s recent runs. Click one row to read its node trace. Read guide → Set the Start node and pick a WhatsApp line Select the Başlangıç (Start) node, then tick the WhatsApp lines that feed this flow in the Hatlar list. Tick nothing and every line uses the flow. Read guide → Set up a Webhook trigger Drop the Webhook node on the canvas; it replaces the current trigger. Copy the Webhook URL from the panel and name the payload variable. Read guide → Set up a Scheduler trigger Add the Zamanlayıcı (Scheduler) node, type a five-field cron expression, and pick Türkiye as the time zone. Read the description under the field. Read guide → Set up the Customer Status Changed trigger Add the Müşteri Durumu Değişti node and pick one group in the Durum Grubu list. The trigger fires at group level; a single status cannot be picked. Read guide → Configure a Message node Open the flow editor, write the customer-facing text in the Message node, insert dynamic fields and stay under the 4096-character counter. Read guide → Configure a Menu node Write the menu text, give every choice a key and a label, then wire each choice output to its own node in the flow editor. Read guide → Configure a Condition node Type the variable name without braces, pick an operator from the list, enter a value and wire the true and false outputs to separate nodes. Read guide → Configure a Switch node Type the variable name, add one case for each expected value and wire the default branch as well. The list holds at most ten cases. Read guide → Configure a Business Hours node This node carries no settings of its own: it reads the Working Hours tab under Settings. Wire its two outputs to different messages. Read guide → Configure a Complaint Guard node Complaint Guard scans the message with fixed rules, no AI, and splits it into the TEMİZ, ŞİKAYET and HUKUKİ branches. Connect all three. Read guide → Configure an Intent Detection node Intent Detection classifies the customer message with AI. Add the intents you want recognised, set the confidence slider, then connect both outputs. Read guide → Configure an FAQ Search node The FAQ Search node runs a meaning-based search over your knowledge base. Set the minimum confidence and the search source, then wire both branches. Read guide → Configure a Transfer to Agent node Transfer to Agent hands the chat to a person and ends the flow there. Write the summary template, and fill in Group ID to target one team. Read guide → Configure a Wait node The Wait node pauses the flow for a number of seconds. Its only field is the wait duration: minimum 1, maximum 300. There is no unit selector. Read guide → Configure a Subflow node The Subflow node calls another flow from inside this one. Pick the target flow, map the input and output variables, then wire both exits. Read guide → Configure a Product Code Lookup node The Product Code Lookup node reads the product code out of the customer message and answers with a Ticimax card. Set the code type, result variable and exits. Read guide → Configure a Variant Selection node The Variant Selection node builds a numbered color and size menu from live stock. Set the product code variable, the prompt texts and the three exits. Read guide → Configure a Size Advice node The Size Advice node reads height and weight from the message and suggests one size from the built-in chart. Anything outside the chart goes to an agent. Read guide → Configure a Collect Order Info node The Collect Order Info node gathers name, phone and address, then reads the address back for confirmation. It writes the order into no system itself. Read guide → Configure an Order Request node Reads the variant the flow already picked and opens an order request that waits for operator approval. Wire the created, duplicate and error branches. Read guide → Configure an Order Status node Finds the order from the sender phone number, then answers with status and cargo tracking in one message. Wire the found, not found and error branches. Read guide → Configure a Set Customer Status node Rewrites the entire selection of one status group from inside the flow. In a multi-select group, anything you leave unchecked is removed. Read guide → Configure a Set Variable node Writes a fixed value, or an expression that references another variable, into a session variable. An empty name or expression blocks activation. Read guide → Configure a Note node A colored comment box you drop on the canvas. It never runs and has no connectors, and an empty note text blocks flow activation. Read guide →

Knowledge base

Document, website-source and FAQ management.

Knowledge base: what the bot answers, and its source Keeping Q&A and documents in one place, how the FAQ Search block takes its answer from here, meaning matching, categories; what the bot does when it is empty. Read guide → Upload a PDF to the knowledge base Open the Dökümanlar tab in Bilgi Bankası and use PDF Yükle. The file has to stay under 10 MB, and the new row starts as İşleniyor. Read guide → Add a website as a knowledge source Use Web Sitesi Ekle on the Dökümanlar tab to submit an address. The crawl runs in the background, so judge it by the row chunk count. Read guide → View and delete uploaded documents The Dökümanlar list shows the status, source and chunk count of every record. The bin icon removes a document with all of its chunks. Read guide → Create and edit an FAQ Press SSS Ekle on the SSS tab to write a question and answer. Open an existing entry with the pencil icon; Soru and Cevap are required. Read guide → Filter FAQs by category The box on the SSS tab matches a category exactly; part of a word or a different capital returns nothing. Question text cannot be searched. Read guide → Delete an FAQ entry Deleting an FAQ in the SSS tab deactivates the row and drops it from the list. Adding the same question again revives the old entry and rewrites its answer. Read guide →

Data management

Contact lists, imports, filtering and exports.

Upload a contact list from CSV or Excel Open Veri İçe Aktar on the Listeler tab of Veri Yönetimi, then upload your contact file at wizard step 1. The first row must hold column names. Read guide → Map phone and other columns to Chatinbox fields At wizard step 2, connect your number column to the Telefon field. Map Ad, Soyad, E-posta and Alan-1 to Alan-5 only when you need them. Read guide → Choose a new or existing target list In the Hedef Liste box on the mapping step, create a new list or pick an existing one. Records are written into the list you choose. Read guide → Choose how duplicate records are handled Pick one of the four cards under Mevcut Kayıtlar İçin İşlem. Your choice applies to rows whose number already exists in the target list. Read guide → Review the import summary and invalid numbers Read the six counters on the Özet step, then press Onayla ve İçe Aktar. Download the invalid numbers as CSV after the import finishes. Read guide → Fix phone numbers converted to scientific notation Excel saves a phone column as a number and shows 9.05332E+11, so the wizard counts those rows invalid. Format that column as Text, then upload again. Read guide → Search a list and add a record Double-click a list row, then search any field in the window that opens. To add one record by hand, open the Yeni Kayıt panel; phone is required. Read guide → Delete a record or a list One record needs two clicks: the bin icon, then the Emin misin? prompt. A whole list goes from the bin in the Listeler table and cannot be undone. Read guide → Find the sending history for a phone number Type the number into the Telefon Numarası Ara box on the Export tab. Every message sent to it is listed with date, status, template and error. Read guide → Filter sends by template, list, status and date The Export tab carries five filters: Şablon, Data Listesi, Sonuç, plus a start and an end date. The count card recalculates after every change. Read guide → Download filtered results as CSV or Excel Filter the campaign recipients, read the count card, then download the file with CSV İndir or Excel İndir. Each download is logged in Export Geçmişi. Read guide → Create a contact list from filtered numbers Set your filters on the Export tab, open the Liste Oluştur card, then name the new list. It holds the unique sendable numbers behind that filter. Read guide → View export history The Export Geçmişi table lists every job with its type, source, format, row count, status and date. Press Yenile when the list looks stale. Read guide →

Projects and bulk sending

Project setup, previews, sending and result tracking.

Bulk messaging: to whom, with which template, and when Bulk WhatsApp sends under Projects: target list, approved template, variables and preview, scheduling, the five numbers on the results screen; Meta's rules. Read guide → Create a project and select target lists A project on the Projects screen stores the send name and its target lists, so the setup happens once and every later send reuses the same project. Read guide → Select a WhatsApp line and approved template You pick the send channel and the message in the middle column of the project dialog: first a WhatsApp Cloud API line, then an approved template on it. Read guide → Map template variables to contact fields In the mapping rows under Preview you bind every template variable to a column on the target list, so each contact receives a value of their own. Read guide → Prepare a template containing an image or document A template with an image, video or document header opens a media field in the project dialog, where you enter a public address that opens the file directly. Read guide → Review the message preview The Preview column renders the template in the chat layout a customer sees; you switch to a sample contact and confirm the text with a test send. Read guide → Send a test message to one number Open the project edit window, type your own number in the Test Mesajı box, select Test Gönder and read the result line under the button. Read guide → Review the send preview and confirm The send icon on the project row opens the Gönder window. Check the recipient count, the template and the sample numbers, then select Onayla ve Gönder. Read guide → Pause, resume and cancel a send A running send shows a pause icon and a paused one shows a resume icon. The cancel icon opens a confirmation and stops the queued messages. Read guide → Edit and archive a project The pencil icon, or a double-click on the row, opens Projeyi Düzenle. The archive icon takes the project out of the list without deleting its history. Read guide → Read statuses in the send report The report icon opens the per-recipient send report. The badges on top and the row statuses show the current spread, not a running total. Read guide → Search, filter and sort recipients In the delivery report drawer, search by phone, narrow the list with the run and status pickers, and click a column header to sort. Read guide → Refresh WhatsApp delivery statuses The refresh icon in the report drawer reloads the table from the database and asks the provider for the live status of unfinished rows. Read guide → Retry one failed recipient Read the error card on a Başarısız row in the report table, then use the retry icon at the right end of that row to send to the number again. Read guide → Retry failed recipients in bulk The icon with the red badge in the report drawer re-queues every failed and ambiguous row of the project after a single confirmation. Read guide → Download the send report as CSV The CSV button downloads every row matching the run, status and phone filter rather than the visible page, into a file named rapor_project.csv. Read guide →

Orders and e-commerce

Bot orders, approvals, rejections, delivery and commerce actions.

How the bot collects an order, end to end The bot gathers the product and the delivery details inside the chat. The request it creates lands on the Siparişler tab of Sohbet Gözetimi. Read guide → Filter Order Approvals by date and expiry Pick Bugün, Dün, Bu hafta or Tarih aralığı on the filter bar. Tick the expired box when you need those rows, then read what is left. Read guide → Review products, variants and a multi-line cart One line on the card carries the product, variant, stock code, quantity and amount. A cart with several products adds an indented block of numbered lines. Read guide → Review delivery and payment information The bottom line of the card names the recipient, a province and district summary, and the payment type. When data is missing, that line says so. Read guide → Open the WhatsApp conversation for an order Click the order card or the product name on it. The customer's WhatsApp thread opens read-only in the right column, scrolled to the newest message. Read guide → Confirm the delivery address as an operator When an address badge warns you on Order Approvals, read the address in the read-only panel on the right, then confirm it with the map icon. Read guide → Approve an order The approve button builds the cart and sends the payment link to the customer. Read the product line, amount, delivery and payment type first. Read guide → Handle a price-change warning If the live price differs from the quoted one, a "Fiyat degisti" box opens when you approve. Compare the two amounts and pick one option. Read guide → Reject an order and add an internal note The reject icon opens a note box. Your reason stays with the team, the customer receives a fixed courtesy message, and an empty note blocks the button. Read guide → Retry a failed order Read the "Hata:" label on a failed cart row, fix the cause, then use the arrow icon to run the cart and payment-link step again. Read guide → Manually complete an order entered in Ticimax Keyed the order into Ticimax yourself? Close that row on the Sipariş Onayları screen with the “Ticimax’a elle girdim” button. No message reaches the customer. Read guide →

Analytics and flow monitoring

Conversation analytics, flow executions, risk and result records.

Read the Konuşma Analizi summary on Ana Sayfa The Konuşma Analizi block on Ana Sayfa draws four action cards and six summary cards. The numbers follow whatever filter is still open in the report. Read guide → Read the seven-day flow statistics on Ana Sayfa The Akış İstatistikleri block on Ana Sayfa counts the last seven days in four cards: Akış Çalışması, Tamamlandı, İnsana Devredildi and Hatalı. The window is fixed. Read guide → Filter Flow İzleme by flow, status, date and phone The Flow İzleme top bar carries four filters: flow, status, date range and phone search. All four narrow the Son Yürütmeler list at the same time. Read guide → Inspect a flow execution step by step Pick an execution in the left list; the middle panel opens the Tetikleyen Mesaj band, when there is one, and a numbered Node İzleme list. Read the steps in order. Read guide → View inbound and outbound messages in an execution An execution record keeps no separate message section. A blue Gelen box holds what the customer wrote and a green Giden box the bot reply, inside the step row. Read guide → Read flow variables and error details Open one run in Flow İzleme, then read the Değişkenler boxes under each step and the red Hata Detayı band to see where the value went wrong. Read guide → Analyse an error with the Flow İzleme AI assistant Selecting a failed run starts the AI Asistan analysis on its own. Check the answer against the step number and the Hata Detayı text before you act. Read guide → Apply or reject an AI-suggested flow change The Uygula button saves a new version of the flow rather than a draft. Read the change before pressing it; Reddet leaves the flow exactly as it was. Read guide → Read the Genel Bakış cards in Konuşma Analizi On Genel Bakış the top four cards show what needs action today, while the six below are period totals. Card counts and table rows differ on purpose. Read guide → Review weekly lead and risk trends The Haftalık Trend strip always covers the last 8 weeks and ignores the page date filter. Hover a dot to read that week's count for one series. Read guide → Filter analysis by date, agent and line Pick date, agent and line in the Conversation Analysis filter bar. Every choice reaches the server, so the cards and the table narrow together. Read guide → Download analysis results as CSV Set your filters first, then press the CSV download button. The file carries every matching record, not just the rows drawn in the table. Read guide → Review lead and conversion records The Lead and Conversion tab holds three segment cards and one table. Filter with a card, open a row with Inspect, then check its label. Read guide → Review risky conversations The risky conversations tab holds five summary cards and a risk table. Filter with a card, open a row, then weigh the rationale against the messages. Read guide → Read the suggested action, reply and AI rationale In the inspect drawer read the suggested action first, then the AI finding. The draft reply is only copied; it never leaves on its own. Read guide → Open the conversation transcript from an analysis record The Konuşma section of the drawer opens the conversation's messages in a second panel. The transcript is pulled live from the source, read-only and masked. Read guide → Send conversation status to INMA The Konuşma Analizi Durumu (INMA) section of the drawer lists status buttons that come from the INMA catalogue and writes your pick to the customer's INMA card. Read guide → Mark an AI detection as correct, incorrect or hidden The AI Tespiti İçin Geri Bildirim section of the drawer holds three buttons: Doğru tespit, Yanlış tespit and Daha sonra gösterme. Read guide → View the conversation action history The Aksiyon Geçmişi section at the bottom of the drawer lists the AI classification and the marks you made in this session, each with a time. Read guide →

Settings and advanced setup

Business, webhook, follow-up and multi-city campaign settings.

Select the business sector Open the Sector card on the Basics tab of the Settings screen, pick the option closest to your business and press the Save button. Read guide → Set working hours and time zone On the Working Hours tab of the Settings screen one start time and one end time apply to the whole week. Pick the time zone here too. Read guide → Set closed days Press a day button in the Closed Days row on the Working Hours tab. A day turned red sends the out-of-hours message all day long. Read guide → Create and copy the lead webhook API key Open the Landing Webhook Settings link inside the Lead Sources card on Settings > Basics, then generate the first API key there. Read guide → Rotate or revoke the webhook API key Rotate gives the old key a 24-hour grace window and shows the new one once. Revoke shuts the landing webhook intake down completely. Read guide → Map landing-form fields to Chatinbox fields Connect the keys your landing form posts to Chatinbox canonical fields. Save stays locked until phone and consent each have their own row. Read guide → Test webhook data with a dry run Paste a sample payload into the Dry-Run Önizleme card and run it. The preview uses your unsaved draft mapping and writes nothing at all. Read guide → View webhook change history The Değişiklik Geçmişi card lists the last 50 changes newest first: key rotation, revocation, field map saves and welcome flow changes. Read guide → Name and type INMA custom fields Give each cf1..cf10 slot a semantic name that starts lowercase, plus a type. An enum type also needs its values, separated by commas. Read guide → Create and activate a follow-up sequence Enter the slug, the stages and the A/B share, then tick "Sequence aktif". The editor holds one sequence, five stages and 30 days at most. Read guide → Add delays and message templates to follow-up stages On the Follow-Up Sequence page, add a stage row, set the delay in days and fill in Template Slug. All stages share a 30-day window. Read guide → Create a multi-city campaign On the Multi-City Campaign Config page, add a campaign card, enter a slug, a name and a date range, then define at least one city. Read guide → Add cities, time zones and date windows to a campaign In the Şehirler block enter a slug, a name, a country and a zone such as Europe/Dublin. The Tarihler block sets a day and hours per city. Read guide → Save clinic contact and social-media details On the Klinik Bilgileri page fill in the clinic name, phone, website, Instagram, Facebook, city and address boxes, then press Kaydet. Read guide → Define clinic team members, roles and languages In the Ekip Üyeleri section of the Klinik Bilgileri page, add a member, set role, name, title, language and pronouns, then order the rows. Read guide →

Troubleshooting

Checks to run when a feature does not produce the expected result.

Messages not sending or arriving: a checklist, in order A 6-step check for outgoing messages, where to look when an incoming message is missing, and what the common WhatsApp error codes mean (131047, 132001, 131026). Read guide → Quality rating dropped or number restricted: what to do Meta's quality rating tracks blocks and reports from the last 7 days: what Connected, Flagged and Restricted mean, the 7-day and 24-hour rules, what to do. Read guide → My template was paused or disabled: what do I do? Meta pauses a template whose quality drops to Red: 3 hours, then 6 hours, disabled the third time. What happens during a pause, and how it comes back. Read guide → Why won't the flow activate? Open the flow in the Flow Builder editor, run Akışı Doğrula, clear every listed error, save, then press the Pasif toggle in the toolbar. Read guide → Why is the bot not replying? Read the switch and the flow badge on the line's row in Hatlar. Then search the customer number in Flow İzleme and open the newest run. Read guide → Why won't my CSV or Excel file import? Open the Veri İçe Aktar wizard on the Listeler tab of Veri Yönetimi. The red warning names the blocker: file type, the 15 MB cap, or the row cap. Read guide → Why do phone numbers look broken? Excel writes a long number as 9.05332E+11 and the digits vanish. Format the phone column as Metin in the source file, save .xlsx, upload again. Read guide → Why won't my project start sending? A dimmed send icon on the Projeler row carries the reason in its tooltip: no target list, no template, no line, or a run already in flight. Read guide → Why does the export return no results? A zero on the count card means the filters found no sends in that window. Empty the template, list, result and date fields in turn, then watch the number. Read guide → Why can’t the order be approved? Complete the amber missing-delivery list on the row, confirm the address badge, then press the green approve button. The status moves to Approved. Read guide → Why can’t the knowledge base find an answer? Search ignores any document whose badge is not Ready. Read the status badge and chunk count first, then check the confidence threshold on the FAQ Search node. Read guide → Why does Conversation Supervision show “—” not a number? A card printing “—” instead of a number never received that data. Read the red bar, the amber blind-line warning and the card subtitle to tell the causes apart. Read guide →

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