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Resources

Help Center Blog

Getting started3

Launch center Overview How the platform worksThe rules behind your numbers

Conversations6

InboxAll customer messages in one place TasksWhat needs doing and who owns it Escalation rulesWhen the agent hands over to staff Conversation activityA log of conversation events Conversation countersLive conversation numbers Settings & reportsRouting and reports

AI agent11

Try the agentChat with the agent before a customer does Ask CapiYour saved chats with your team manager Action centerWhat is waiting for your approval Bot rulesWhat the agent says and doesn't say Knowledge baseYour store's information for the agent Knowledge suggestionsQuestions it couldn't answer Product recommendationsProducts the agent suggests Agent testingTesting reply quality Product gapsProducts customers ask for but don't find Tool healthTool performance from real conversations SettingsModel, language and autonomy

Automations & campaigns14

Launch a campaignCreate and send a new campaign Automated campaignsReady-made automatic messages Custom automationsTriggers with your own steps Scheduled campaignsCampaigns with a send time Campaign calendarCampaigns on one calendar Occasion campaignsHolidays and occasions Chat & pop-up campaignsChat messages and pop-ups TemplatesMessage templates Campaign logEverything sent and its status Automation performanceAutomation results Communication intelligenceWho we talk to, when, and why we stop Protection logWhat was blocked and why Automation settingsGeneral automation settings Sending rulesSending limits and timing

Social media ads14

OverviewAll your platforms at a glance Reports & performanceWhat changed and why, the weekly report Optimization & toolsAdvisor, pacing, stock and copy Launch a campaignFrom product to ad, step by step Ads tipsMeta auction laws Search demandHow many search for your product CampaignsAll your campaigns and managing them AutopilotAutonomy, cap and kill switch AudiencesYour customer lists on the platforms Tracking & pixelsPixels, server-side events and match quality MetaFacebook & Instagram: WhatsApp ads and store ads SnapchatConnection, data sharing and numbers per campaign TikTokConnection, data sharing and numbers per campaign Google AdsConnection, data sharing and numbers per campaign

Commerce6

ProductsCatalog and cost OrdersYour store's orders Shipping & deliveryShipping stages Abandoned cartsCarts that weren't completed CustomersYour customer base Exclusion centerWho is not messaged

Channels & platforms5

Stores & platforms Messaging channels Live chat Email AI platforms

Analytics5

OverviewWhat happened in your store this period RevenueWhat Capi brought in, and from where Campaigns and automationsWhich message brought sales Conversations and the agentVolume, quality and the agent's results Monthly reportA full month: revenue, cost, next steps

Settings12

Profile & securityYour name, photo and sign-in security Team & permissionsMembers, roles and invitations System notificationsWhere and how alerts reach you Subscription & billingYour plan and invoices Add-on packsExtra conversations, emails, images and videos History & invoicesYour payments, invoices and pack balance Legal & billing profileYour company's legal details Your data & rightsExport, retention and account closure Plan usageConversations and emails left, and buying more Connected assistantsClaude, ChatGPT and disconnecting System healthSyncs and failed operations Unified timelineEvery event in time order

Playbooks6

Recover abandoned carts Train your agent on day one Launch your first campaign without annoying customers Decide when your team steps in Get ready for sales seasons Get your products into AI assistants

Contents

Getting started3

Launch center Overview How the platform worksThe rules behind your numbers

Conversations6

InboxAll customer messages in one place TasksWhat needs doing and who owns it Escalation rulesWhen the agent hands over to staff Conversation activityA log of conversation events Conversation countersLive conversation numbers Settings & reportsRouting and reports

AI agent11

Try the agentChat with the agent before a customer does Ask CapiYour saved chats with your team manager Action centerWhat is waiting for your approval Bot rulesWhat the agent says and doesn't say Knowledge baseYour store's information for the agent Knowledge suggestionsQuestions it couldn't answer Product recommendationsProducts the agent suggests Agent testingTesting reply quality Product gapsProducts customers ask for but don't find Tool healthTool performance from real conversations SettingsModel, language and autonomy

Automations & campaigns14

Launch a campaignCreate and send a new campaign Automated campaignsReady-made automatic messages Custom automationsTriggers with your own steps Scheduled campaignsCampaigns with a send time Campaign calendarCampaigns on one calendar Occasion campaignsHolidays and occasions Chat & pop-up campaignsChat messages and pop-ups TemplatesMessage templates Campaign logEverything sent and its status Automation performanceAutomation results Communication intelligenceWho we talk to, when, and why we stop Protection logWhat was blocked and why Automation settingsGeneral automation settings Sending rulesSending limits and timing

Social media ads14

OverviewAll your platforms at a glance Reports & performanceWhat changed and why, the weekly report Optimization & toolsAdvisor, pacing, stock and copy Launch a campaignFrom product to ad, step by step Ads tipsMeta auction laws Search demandHow many search for your product CampaignsAll your campaigns and managing them AutopilotAutonomy, cap and kill switch AudiencesYour customer lists on the platforms Tracking & pixelsPixels, server-side events and match quality MetaFacebook & Instagram: WhatsApp ads and store ads SnapchatConnection, data sharing and numbers per campaign TikTokConnection, data sharing and numbers per campaign Google AdsConnection, data sharing and numbers per campaign

Commerce6

ProductsCatalog and cost OrdersYour store's orders Shipping & deliveryShipping stages Abandoned cartsCarts that weren't completed CustomersYour customer base Exclusion centerWho is not messaged

Channels & platforms5

Stores & platforms Messaging channels Live chat Email AI platforms

Analytics5

OverviewWhat happened in your store this period RevenueWhat Capi brought in, and from where Campaigns and automationsWhich message brought sales Conversations and the agentVolume, quality and the agent's results Monthly reportA full month: revenue, cost, next steps

Settings12

Profile & securityYour name, photo and sign-in security Team & permissionsMembers, roles and invitations System notificationsWhere and how alerts reach you Subscription & billingYour plan and invoices Add-on packsExtra conversations, emails, images and videos History & invoicesYour payments, invoices and pack balance Legal & billing profileYour company's legal details Your data & rightsExport, retention and account closure Plan usageConversations and emails left, and buying more Connected assistantsClaude, ChatGPT and disconnecting System healthSyncs and failed operations Unified timelineEvery event in time order

Playbooks6

Recover abandoned carts Train your agent on day one Launch your first campaign without annoying customers Decide when your team steps in Get ready for sales seasons Get your products into AI assistants

Search the help center

Help centerGetting started

Getting started

3 pages

Launch center
3 · Parts of the page
Overview
4 · Parts of the page
How the platform works
The rules behind your numbers
1 · Parts of the page

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