Find setup guides, product tutorials, troubleshooting steps, and answers for every Zappilo workflow.
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Connect a WhatsApp Business number to Zappilo, verify the channel, and confirm incoming and outgoing messaging.
Create an organization, complete its business profile, and prepare the workspace for channels, agents, and customer conversations.
Use a practical setup checklist to prepare channels, contacts, team access, AI, calendar, and billing before going live.
Configure AI instructions, organization knowledge, conversation behavior, and calendar support for customer conversations.
Route conversations from Zappilo AI to the right human agent while preserving organization and conversation-level priorities.
Handle WhatsApp and Website Channel conversations together from the Zappilo Chat workspace.
Use assignments and routing rules to give every customer conversation a clear owner.
Prepare, validate, and import contacts while keeping phone numbers normalized and invalid rows visible for correction.
Create, assign, and maintain opportunities generated manually, from Website Channel leads, or through Zappilo AI.
Build a structured WhatsApp flow, configure its nodes, and test the customer journey before activation.
Diagnose automation messages that are delayed, skipped, blocked by limits, or stopped by conversation state.
Create a Website Channel widget, configure allowed domains, install its snippet, and verify customer messaging.