Introduction

Explore the articles about Account, User, Billing. Design and build a chatbot to automate tasks and turn conversion. Build stronger relationships with customers by delivering targeted content and anticipating their reactions.
👋 Create your first Chatbot on the Channel Automation platform. To begin with, have a quick look at the platform in a 2 minutes video:
In this section, you will learn
  • How to register
  • Platform overview
  • Workspaces & members
  • How to set up your bot in each channel
  • Integrations overview
  • Ecommerce system overview
  • How to upgrade your account

 

Overview

After logging in, your dashboard will look like the above. Feel free to explore it

 

Dashboard

The dashboard shows you an overview of your workspace (team). Click the three buttons at the bottom for linking to our Facebook Community, YouTube Channel and Documentation.

Bots

Currently, Channel Automation supports 12 types of channels. Facebook, Instagram, Telegram, Slack, WeChat, WhatsApp, SMS, Voice, Google, Line, Viber, and Vk. Click one of them, then you can see video guidance about how to set up the channel. Or you might want to check the documentation: Setup & Create Bot.

Analytics

Check the analysis data here. You can click the "Last 30 days" dropdown list to adjust the period.

Template Store

The template store lists all publicly shared templates across the system. All Channel Automation users can publish their templates and install others' templates here.

Integrations

Here is where you manage all your integrations including your phone numbers, installed mini-apps, and other third-party services. Check the "Integration" document for detailed guidance accordingly.

Mini-Apps

Mini-Apps store lists all publicly shared mini-apps across the system. All Channel Automation users can publish their templates and install others' mini-apps here.

Ecommerce

The ecommerce section is for managing an e-commerce system for the whole workspace. Your product information can be used across all channels and all chatbots. Also, orders from any channel any chatbot will be listed here.

My Contents

In "Contents", you can manage all the templates, mini-apps, and email templates created by you.

Workspace Settings

Workspace settings allow you to edit workspace profiles and manage all the members in your workspace as well as the channels settings.

Billing

The "Billing" page is where you manage your subscription. You will see your current subscription status and a usage rate bar here.

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