Help library

See every part of Chatensy in under a minute

15 narrated walkthroughs, 8 minutes in all, recorded on the real product. Each one shows where a feature lives and what it does, with captions and a full transcript.

The Chatensy help library is a set of short narrated videos that walk through the platform section by section: getting started, the team inbox, contacts, templates, campaigns, journeys, chatbots, the AI agent, payments, the lead pipeline, analytics, channels, integrations, security and agency tools.

Get started · 0:37

Get started

Connect your WhatsApp Business number, verify the webhook and read your dashboard.

Find it in: Setup › Dashboard

Chapters and transcript
  1. 0:00 Introduction
  2. 0:05 Setup steps
  3. 0:12 Webhook
  4. 0:18 Last 30 days
  5. 0:25 Account health
  6. 0:30 Where to find it

Welcome to Chatensy. Let's get your WhatsApp Business number live in a few minutes. Setup walks you through each step: your Meta business, your phone number, an access token and the webhook. Paste the callback address into Meta, then press check now until the webhook shows verified. Your dashboard then shows messages sent, delivery and read rates, and replies for the last thirty days. Account health keeps an eye on your quality rating and your daily messaging limit. You're live. Next, open the inbox and start answering customers.

Support · 0:41

Team inbox

Answer every WhatsApp chat from one shared inbox, with the customer's details beside it.

Find it in: Inbox

Chapters and transcript
  1. 0:00 Introduction
  2. 0:06 Filters
  3. 0:13 Customer details
  4. 0:18 Reply tools
  5. 0:25 Quick replies
  6. 0:30 24-hour window
  7. 0:35 Where to find it

Every WhatsApp chat lands in one shared inbox, so your whole team can reply from a single number. Filter chats by mine, unassigned, bot or SLA, and spot unread messages at a glance. On the right you see the customer's tags, orders and open lead, without leaving the chat. Reply with text, voice notes, product carts, payment links, forms or approved templates. Drop in a saved quick reply, or let the AI copilot draft an answer for you. This timer shows how long the 24-hour window stays open for free-form replies. One inbox, every agent, every chat.

Marketing · 0:39

Contacts and smart audiences

Import contacts, filter and save segments, and target customers by how they buy.

Find it in: Contacts › Smart audience

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Contact list
  3. 0:11 Import or add
  4. 0:16 Save as segment
  5. 0:22 Smart segments
  6. 0:29 Champions
  7. 0:34 Where to find it

Your contacts power every campaign. Here's how to organise them. Each contact shows its tags, opt-in status, orders and total spend, so you know who you are talking to. Import a spreadsheet or add contacts one at a time, with their consent recorded. Filter by tags, opt-in or source, then save the filter as a segment you can reuse. Smart audience groups customers automatically by how recently, how often and how much they buy. Send a campaign straight to your champions, or win back customers who need attention. The right message for the right customer.

Marketing · 0:32

Message templates

Create WhatsApp templates, preview them and submit them for Meta approval.

Find it in: Templates

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Your templates
  3. 0:09 Category
  4. 0:14 Live preview
  5. 0:21 Submit
  6. 0:26 Where to find it

Messages you start on WhatsApp use templates that Meta approves first. Each template shows its approval status, category and languages. To create one, choose a category: marketing, utility or authentication. Add a header, body text with variables and buttons. The preview shows exactly what customers will see. Then submit it for approval. Most templates are reviewed within minutes. Approve once, reuse in every campaign.

Marketing · 0:37

Broadcast campaigns

Send approved templates to segments, schedule them and read the results.

Find it in: Campaigns

Chapters and transcript
  1. 0:00 Introduction
  2. 0:05 This month
  3. 0:11 Results
  4. 0:18 Audience
  5. 0:27 Four steps
  6. 0:32 Where to find it

Campaigns send an approved template to thousands of opted-in customers at once. The top row shows what you sent this month, your read and click rates, and Meta's estimated cost. Every campaign reports delivered, read, clicked and failed, so you can see what worked. To start one, pick an audience: everyone opted in, a segment, a set of tags, or people from a past campaign. Then choose the message, send now or at each customer's best time, and review before it goes. Send smarter, then retarget.

Automation · 0:35

Automated journeys

Run multi-step message sequences triggered by orders, carts, tags and segments.

Find it in: Journeys

Chapters and transcript
  1. 0:00 Introduction
  2. 0:05 Your journeys
  3. 0:11 Ready-made recipes
  4. 0:18 Trigger and goal
  5. 0:25 Save and activate
  6. 0:29 Where to find it

Journeys send a series of messages automatically, like cart reminders and win-back offers. Each journey shows its trigger and goal, and how many customers enrolled and converted. Start from a ready-made recipe: welcome series, lead nurture, back in stock, COD confirmation and more. Or build your own. Choose who enrols and the goal, so customers leave the journey once they buy. Add steps with delays and conditions, then save and activate. Set it up once. It runs every day.

Automation · 0:25

Chatbots and WhatsApp forms

Answer common questions automatically and collect details with WhatsApp forms.

Find it in: Chatbots › Forms

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Bot results
  3. 0:09 New flow
  4. 0:14 Form templates
  5. 0:20 Where to find it

Chatbots answer common questions and route chats around the clock. See how many chats your bots handled, and how many they resolved without an agent. Build menus, buttons and lists, and hand over to a person whenever the customer needs one. Forms open right inside WhatsApp, for lead capture, appointment booking and feedback. Answers in seconds, at any hour.

Automation · 0:31

AI agent

Let an AI agent answer from your knowledge base and orders, and hand over when unsure.

Find it in: AI agent

Chapters and transcript
  1. 0:00 Introduction
  2. 0:05 Performance
  3. 0:11 Knowledge and settings
  4. 0:16 Test chat
  5. 0:21 Handover
  6. 0:25 Where to find it

The AI agent answers customers from your own help pages, products and orders. See the conversations it handled, how many it resolved on its own, and the cost of each one. Add your knowledge base, set the agent's tone and limits, and review everything it did. Test it as a customer before you switch it on. Nothing is sent on WhatsApp. When it isn't sure, it hands the chat to your team with a short summary. Faster answers, with your team in control.

Sales · 0:30

Catalog and payments

Sync your product catalog, build carts in chat and collect payments with links.

Find it in: Catalog › Payments

Chapters and transcript
  1. 0:00 Introduction
  2. 0:03 Sync products
  3. 0:09 Carts in chat
  4. 0:16 Payment requests
  5. 0:20 Payment methods
  6. 0:25 Where to find it

Sell inside the chat with your product catalog and payment links. Sync products from Shopify or WooCommerce, then push them to your WhatsApp catalog. Agents can then share products and build a cart for the customer right from the inbox. Payments shows every request: who it's for, the amount, the method, and whether it's paid. Connect Razorpay, Stripe, PayU or UPI, and paid orders update on their own. From chat to checkout.

Sales · 0:32

Lead pipeline and CRM

Track every lead on a board and keep HubSpot, Zoho, Salesforce or LeadSquared in sync.

Find it in: Pipeline › CRM sync

Chapters and transcript
  1. 0:00 Introduction
  2. 0:05 Pipeline at a glance
  3. 0:11 Stages
  4. 0:17 Stages and CRM
  5. 0:21 CRM sync
  6. 0:27 Where to find it

Every lead from ads, forms and chats lands on one pipeline board. See your open leads and their value, deals won, your win rate, and follow-ups that are overdue. Drag a lead between stages as the conversation moves. Each card shows its value and owner. Change the stages to match how you sell, and connect your CRM. Link HubSpot, Zoho, Salesforce or LeadSquared, and leads stay in sync both ways. No lead left behind.

Insights · 0:34

Analytics and costs

Measure delivery, replies and revenue, and keep Meta charges and limits in check.

Find it in: Analytics › Costs & limits

Chapters and transcript
  1. 0:00 Introduction
  2. 0:03 Engagement
  3. 0:11 Revenue
  4. 0:17 Daily limit
  5. 0:23 Meta's charges
  6. 0:29 Where to find it

Know what every message did, and what it cost. Analytics tracks messages sent, delivery and read rates, replies, response times and customer satisfaction. Revenue from WhatsApp links each order back to the campaign, journey or chat that drove it. Costs and limits shows your daily messaging limit, and paces big campaigns to stay inside it. It also checks Meta's charges against what you sent, so the bill holds no surprises. Measure, then improve.

Growth · 0:29

Channels and growth tools

Add website chat and Telegram to the inbox, and grow your list with chat buttons and links.

Find it in: Channels › Growth tools

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Website chat
  3. 0:10 Telegram
  4. 0:14 Chat button
  5. 0:20 Copy the snippet
  6. 0:24 Where to find it

Bring in more conversations from your website, Telegram and social profiles. Add a chat bubble to your website. Visitors write to you, and you answer from the same inbox. Connect a Telegram bot in a minute with its token. Growth tools build a WhatsApp chat button for your site, plus links, QR codes and link-in-bio pages. Style the button, copy the snippet into your website, and it goes live. Every channel, one inbox.

Developers · 0:30

Integrations and API

Connect your store, payments and automation tools, or build on the REST API.

Find it in: Integrations › API reference

Chapters and transcript
  1. 0:00 Introduction
  2. 0:03 Store and payments
  3. 0:08 Automation
  4. 0:14 Webhooks and SDKs
  5. 0:21 Try it
  6. 0:25 Where to find it

Chatensy plugs into the tools you already run. Connect Shopify, WooCommerce, a custom store or Razorpay in a few clicks. Automate the rest with Google Sheets, Zapier, Make or n8n, and sync your CRM. Developers get a REST API, signed webhooks, and SDKs for PHP, Node.js and Python. Paste your API key to try any endpoint right from the reference. Built to connect.

Admin · 0:29

Security and compliance

Protect your team's sign-in, audit every change and keep a consent ledger.

Find it in: Security › Compliance

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Sign-in policy
  3. 0:10 Audit log
  4. 0:13 Consent
  5. 0:19 Data requests
  6. 0:24 Where to find it

Keep your account, your number and your customers' data safe. Require two-step sign-in, single sign-on or an IP allow-list for your whole team. The audit log records who did what, and when. Compliance keeps a consent ledger of every opt-in and opt-out, with where it came from. Log a customer's data request, then export or erase their data in one step. Compliant by design.

Admin · 0:28

Agency and white-label

Run WhatsApp for many clients under your own brand, with per-client billing.

Find it in: Agency

Chapters and transcript
  1. 0:00 Introduction
  2. 0:04 Client workspaces
  3. 0:09 Your brand
  4. 0:14 Client billing
  5. 0:18 Enterprise controls
  6. 0:23 Where to find it

Agencies can run WhatsApp marketing for many clients from one account. Each client gets a separate workspace, with their own number, contacts and team. Put your own name, logo, colours and domain on every screen. Set each client's plan and monthly fee, and invoices are raised for you. Enterprise controls like two-step sign-in and a full audit log come built in. Your brand, every client.

Try it on your own number

Start free, connect your WhatsApp Business number and follow along with the videos.