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Help center
Getting started3
Launch centerOverviewHow the platform worksThe rules behind your numbers
Conversations6
InboxAll customer messages in one placeTasksWhat needs doing and who owns itEscalation rulesWhen the agent hands over to staffConversation activityA log of conversation eventsConversation countersLive conversation numbersSettings & reportsRouting and reports
AI agent11
Try the agentChat with the agent before a customer doesAsk CapiYour saved chats with your team managerAction centerWhat is waiting for your approvalBot rulesWhat the agent says and doesn't sayKnowledge baseYour store's information for the agentKnowledge suggestionsQuestions it couldn't answerProduct recommendationsProducts the agent suggestsAgent testingTesting reply qualityProduct gapsProducts customers ask for but don't findTool healthTool performance from real conversationsSettingsModel, language and autonomy
Automations & campaigns14
Launch a campaignCreate and send a new campaignAutomated campaignsReady-made automatic messagesCustom automationsTriggers with your own stepsScheduled campaignsCampaigns with a send timeCampaign calendarCampaigns on one calendarOccasion campaignsHolidays and occasionsChat & pop-up campaignsChat messages and pop-upsTemplatesMessage templatesCampaign logEverything sent and its statusAutomation performanceAutomation resultsCommunication intelligenceWho we talk to, when, and why we stopProtection logWhat was blocked and whyAutomation settingsGeneral automation settingsSending rulesSending limits and timing
Social media ads14
OverviewAll your platforms at a glanceReports & performanceWhat changed and why, the weekly reportOptimization & toolsAdvisor, pacing, stock and copyLaunch a campaignFrom product to ad, step by stepAds tipsMeta auction lawsSearch demandHow many search for your productCampaignsAll your campaigns and managing themAutopilotAutonomy, cap and kill switchAudiencesYour customer lists on the platformsTracking & pixelsPixels, server-side events and match qualityMetaFacebook & Instagram: WhatsApp ads and store adsSnapchatConnection, data sharing and numbers per campaignTikTokConnection, data sharing and numbers per campaignGoogle AdsConnection, data sharing and numbers per campaign
Commerce6
ProductsCatalog and costOrdersYour store's ordersShipping & deliveryShipping stagesAbandoned cartsCarts that weren't completedCustomersYour customer baseExclusion centerWho is not messaged
Channels & platforms5
Stores & platformsMessaging channelsLive chatEmailAI platforms
Analytics5
OverviewWhat happened in your store this periodRevenueWhat Capi brought in, and from whereCampaigns and automationsWhich message brought salesConversations and the agentVolume, quality and the agent's resultsMonthly reportA full month: revenue, cost, next steps
Settings12
Profile & securityYour name, photo and sign-in securityTeam & permissionsMembers, roles and invitationsSystem notificationsWhere and how alerts reach youSubscription & billingYour plan and invoicesAdd-on packsExtra conversations, emails, images and videosHistory & invoicesYour payments, invoices and pack balanceLegal & billing profileYour company's legal detailsYour data & rightsExport, retention and account closurePlan usageConversations and emails left, and buying moreConnected assistantsClaude, ChatGPT and disconnectingSystem healthSyncs and failed operationsUnified timelineEvery event in time order
Playbooks6
Recover abandoned cartsTrain your agent on day oneLaunch your first campaign without annoying customersDecide when your team steps inGet ready for sales seasonsGet your products into AI assistants
Contents
Help center
Getting started3
Launch centerOverviewHow the platform worksThe rules behind your numbers
Conversations6
InboxAll customer messages in one placeTasksWhat needs doing and who owns itEscalation rulesWhen the agent hands over to staffConversation activityA log of conversation eventsConversation countersLive conversation numbersSettings & reportsRouting and reports
AI agent11
Try the agentChat with the agent before a customer doesAsk CapiYour saved chats with your team managerAction centerWhat is waiting for your approvalBot rulesWhat the agent says and doesn't sayKnowledge baseYour store's information for the agentKnowledge suggestionsQuestions it couldn't answerProduct recommendationsProducts the agent suggestsAgent testingTesting reply qualityProduct gapsProducts customers ask for but don't findTool healthTool performance from real conversationsSettingsModel, language and autonomy
Automations & campaigns14
Launch a campaignCreate and send a new campaignAutomated campaignsReady-made automatic messagesCustom automationsTriggers with your own stepsScheduled campaignsCampaigns with a send timeCampaign calendarCampaigns on one calendarOccasion campaignsHolidays and occasionsChat & pop-up campaignsChat messages and pop-upsTemplatesMessage templatesCampaign logEverything sent and its statusAutomation performanceAutomation resultsCommunication intelligenceWho we talk to, when, and why we stopProtection logWhat was blocked and whyAutomation settingsGeneral automation settingsSending rulesSending limits and timing
Social media ads14
OverviewAll your platforms at a glanceReports & performanceWhat changed and why, the weekly reportOptimization & toolsAdvisor, pacing, stock and copyLaunch a campaignFrom product to ad, step by stepAds tipsMeta auction lawsSearch demandHow many search for your productCampaignsAll your campaigns and managing themAutopilotAutonomy, cap and kill switchAudiencesYour customer lists on the platformsTracking & pixelsPixels, server-side events and match qualityMetaFacebook & Instagram: WhatsApp ads and store adsSnapchatConnection, data sharing and numbers per campaignTikTokConnection, data sharing and numbers per campaignGoogle AdsConnection, data sharing and numbers per campaign
Commerce6
ProductsCatalog and costOrdersYour store's ordersShipping & deliveryShipping stagesAbandoned cartsCarts that weren't completedCustomersYour customer baseExclusion centerWho is not messaged
Channels & platforms5
Stores & platformsMessaging channelsLive chatEmailAI platforms
Analytics5
OverviewWhat happened in your store this periodRevenueWhat Capi brought in, and from whereCampaigns and automationsWhich message brought salesConversations and the agentVolume, quality and the agent's resultsMonthly reportA full month: revenue, cost, next steps
Settings12
Profile & securityYour name, photo and sign-in securityTeam & permissionsMembers, roles and invitationsSystem notificationsWhere and how alerts reach youSubscription & billingYour plan and invoicesAdd-on packsExtra conversations, emails, images and videosHistory & invoicesYour payments, invoices and pack balanceLegal & billing profileYour company's legal detailsYour data & rightsExport, retention and account closurePlan usageConversations and emails left, and buying moreConnected assistantsClaude, ChatGPT and disconnectingSystem healthSyncs and failed operationsUnified timelineEvery event in time order
Playbooks6
Recover abandoned cartsTrain your agent on day oneLaunch your first campaign without annoying customersDecide when your team steps inGet ready for sales seasonsGet your products into AI assistants
Help centerAnalytics

Analytics

5 pages

  • Overview

    What happened in your store this period

    3 · Parts of the page
  • Revenue

    What Capi brought in, and from where

    5 · Parts of the page
  • Campaigns and automations

    Which message brought sales

    3 · Parts of the page
  • Conversations and the agent

    Volume, quality and the agent's results

    3 · Parts of the page
  • Monthly report

    A full month: revenue, cost, next steps

    5 · Parts of the page

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