Documentation Index
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Support
Dashboard
Dashboard

How Convertalk Works?

Platform Guidelines & Training

Platform Updates & Info

API References

Onboarding

Onboarding

Create New Chatbot

Website Chatbot
Landing Page Chatbot
WhatsApp Chatbot
Instagram Chatbot
Facebook Chatbot
Telegram Chatbot

Edit Your Chatflow

Multiple flows(Redirect component)
Request Information
Send Information
Trigger Actions
WhatsApp Payment Components

Pre-Built Chatbot Templates

Pre-Built Chatbot Templates

Train Your AI Chatbot

Website
File Upload
Google Sheets
FAQs
Unanswered Questions
Other Sources

Install Your Chatbot

Install your Website Chatbot
Install Website Chatbot on Custom Build Website
Install Website Bot on WordPress
Install Website Chatbot on Wix
Install Website Chatbot on Squarespace
Widget Installation

Automation

Widget
WhatsApp Template Setup
WhatsApp Catalog Setup
WhatsApp Flows (Forms) Setup
WhatsApp Broadcast Setup
WhatsApp Drip Campaigns Setup
Facebook Auto-Reply Feature
Instagram Auto-Replies
Instagram Broadcast

Website Bot Settings

Design
General
Alerts
Triggers
User Access
Chat Window- Transfer Chat to WhatsApp Functionality
AI Settings

WhatsApp Chatbot Settings

General
Triggers
Alerts
API Key
WhatsApp Profile
AI Settings

Telegram Chatbot Settings

General
Telegram Profile
AI settings

Instagram Chatbot Settings

General
AI Settings

Facebook Chatbot Settings

General
AI Settings

Configuring Chatbot Scenarios

How to configure your chatbot's personality

3rd Party Apps Integrations

ChatGPT
Integrate Convertalk with Acuity Scheduling
Integrate Convertalk with Microsoft Teams
Integrate Convertalk with WooCommerce
Integrate Convertalk with Autopilot
Integrate Convertalk with Firmao CRM
Integrate Convertalk with Capsule CRM
Integrate Convertalk with Facebook Pixels
Integrate Convertalk with Elevio CRM
Integrate Convertalk with Close CRM
Integrate Convertalk with CalendarHero CRM
Integrate Convertalk with Extraaedge CRM
Integrate Convertalk with Infobip CRM
Integrate Convertalk with Google Sheets
Integrate Convertalk with Google Calendar
Integrate Convertalk with Google Task
Integrate Convertalk with Google Gemini
Integrate Convertalk with Google Tag Manager
Integrate Convertalk with HelpShift CRM
Integrate Convertalk with Zendesk CRM
Integrate Convertalk with LeadSquared CRM
Integrate Convertalk with Zoho Desk
Integrate Convertalk with SupportBee CRM
Integrate Convertalk with Wealthbox CRM
Integrate Convertalk with Brevo (formally SendInBlue)
Integrate Convertalk with Apptivo CRM
Integrate Convertalk with Freshdesk CRM
Integrate Convertalk with Help Desk CRM
Integrate Convertalk with Jira CRM
Integrate Convertalk with KarmaCRM
Integrate Convertalk with LiveAgent CRM
Integrate Convertalk with NetHunt CRM
Integrate Convertalk with Plivo CRM
Integrate Convertalk with Recurly CRM
Integrate Convertalk with Shipway CRM
Integrate Convertalk with TeamGate CRM
Integrate Convertalk with Zoho Projects
Integrate Convertalk with Zoho CRM
Integrate Convertalk with Google Drive
Integrate Convertalk with Agile CRM
Integrate Convertalk with Pipedrive
Integrate Convertalk with Drip CRM
Integrate Convertalk with GetResponse
Integrate Convertalk with Groove
Integrate Convertalk with Helpdocs
Integrate Convertalk with Bitrix24
Integrate Convertalk with Freshworks CRM
Integrate Convertalk with Insightly CRM
Integrate Convertalk with Nimble CRM
Integrate Convertalk with Nutshell CRM:
Integrate Convertalk with OntraPort CRM
Integrate Convertalk with HubSpot
Integrate Convertalk with WebHoper
Integrate Convertalk with EngageBay
Integrate Convertalk with FrontApp
Integrate Convertalk with Copper CRM
Integrate Convertalk with Salesflare
Integrate Convertalk with No CRM
Integrate Convertalk with Helprace
Integrate Convertalk with Flowlu
Integrate Convertalk with Pipeline
Integrate Convertalk with Zingtree
Integrate Convertalk with Salesforce CRM
Integrate Convertalk with Chakra CRM
Integrate Convertalk with SimplyBook
Integrate Convertalk with Gitbook
Integrate Convertalk with GoHigh Level
Integrate Convertalk with Voxloud
Integrate Convertalk with ViaSocket
Integrate Convertalk with Twilio
Integrate Convertalk with Shopify
Integrate Convertalk with Razorpay
Integrate Convertalk with Pabbly
Integrate Convertalk with Outlook
Integrate Convertalk with OnPipeline
Integrate Convertalk with Notion
Integrate Convertalk with MoEngage
Integrate Convertalk with Kylas CRM
Integrate Convertalk with Google Analytics
Integrate Convertalk with FirstPromoter
Integrate Convertalk with Google Contacts
Integrate Convertalk with Zapier
Integrate Convertalk with Make.com

Inbox

Chats window
Orders
Contacts
Groups
Real-Time Customer Interaction

Analytics

How to Use Analytics

Teams

Department
Business hour
Team
Role
Using Teams in Chatflow

Developer

3rd Party Apps API
API Access Token
Webhooks

Settings

Custom Attribute
Tags
Custom Status
Quick Replies
Custom Tabs

My Account

Account
Password

Suscription and Plans

Subscription & Plans (Legacy Version)
Subscription & Plans (Latest Version)

Frequently Asked Questions (FAQs)

Onboarding FAQs
Edit your chat flow
Bot Installation FAQs
Inbox FAQs
Profile, Team & Notifications FAQs
Analytics FAQs
Chat Flow FAQs
Bot Settings FAQs
WhatsApp FAQs
Subscription FAQs
Product Update FAQs
ChatGPT FAQs
🛠️ Common Errors & Troubleshooting

Developer

API Access Token

This guide will tell you how you can access the API Token on the Convertalk Platform

3rd Party Apps API Webhooks

⌘I

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