BusinessChat

Learn how to manage your account and business data

Admin

Learn how to close multiple conversations is one time.

How to bulk close conversations?

Topics can be used to mark your customer's conversation by its topic, filtering customers into categories.

Manage topics to use them in conversations

Use the saved replies feature to improve your team's response.

How to create saved replies messages in BusinessChat?

Manage saved replies, topics and bulk close your conversations

Conversations Settings

Inviting new users to the platform

Users roles in BusinessChat platform

Learn how to assign/remove billing role to/from users

How to assign a billing role to a user?

Learn how to deactivate BusinessChat users.

How to deactivate a user account?

Learn how to add a user to a team or remove them through their profile settings. This method is best when you need to adjust team membership for a single…

Manage a user’s teams — Add or remove a team

Learn how to set/update your BusinessChat account time zone.

Business Time Zone

Comprehensive Guide to User Roles and Teams in BusinessChat

Users

Learn how to choose the BusinessChat account language.

How to change the Interface language of the BusinessChat platform?

How can I change my profile name?

How can I change my profile picture?

Learn how to enable two factor authentication on your account

How to enable two-factor authentication (2FA) on my account?

Learn how to reset your account password.

How to reset your account password?

How to change your password?

Personal Number

Personal Profile

Learn the benefits of creating teams in your workspace.

What are teams used for?

Learn how to create teams in BusinessChat platform to manage your business.

How to create a team?

Team assignment limit

Conversation access permissions

Learn how to set/change teams working hours.

Define office hours for your teams

Force adding topics to conversations

Learn how to add new users to a team or remove existing members directly from the team settings page.

Manage team members — Add or remove users

Learn how to archive/unarchive BusinessChat teams.

How to archive a team?

Everything you need to manage your teams.

Teams

Get started with WhatsApp Templates and its usages.

Getting started with WhatsApp templates.

Get started with the WhatsApp Numbers page.

Manage WhatsApp Numbers on BusinessChat platform

Manage WhatsApp  templates, numbers, and widget.

WhatsApp Settings

Access your account on the platform ↗️

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.