How-To Guides
42 step-by-step guides for the RevoplyAI dashboard, each with screenshots from the live app, in English and Arabic.
42 guides
Start here
New to RevoplyAI? These three get you from sign-in to a working assistant.
Getting started
Sign in, finish setup and learn the dashboard.
Create your account and sign in
Choose your language, create a RevoplyAI account with email, Google or Apple, and sign in to the dashboard.
Read guideFinish setup with the Getting started checklist
Use the Getting started page to see what is left to set up, and finish each step in the right order.
Read guideFind your way around the dashboard
Learn the dashboard menu, the search, message alerts, notifications, language, dark mode and the account menu.
Read guideRead your dashboard and monthly usage
Understand the Dashboard page: what needs your attention, the key numbers, customers and reach, and your monthly token usage.
Read guideChannels
Connect WhatsApp, Telegram, Messenger, Instagram and your website.
Choose how to connect WhatsApp
Compare the three WhatsApp connections on the Messaging Channels page and pick the one that fits your number.
Read guideConnect your WhatsApp Business app number
Connect the number you use in the WhatsApp Business app, so the assistant answers on it while you keep chatting from your phone.
Read guideConnect a new number with the WhatsApp API
Link a new number through the official WhatsApp Business API, for a number that only the assistant and your team use.
Read guideConnect a test number with a WhatsApp QR code
Link a test WhatsApp number by scanning a QR code, and understand why this method is for testing only.
Read guideConnect a Telegram bot
Create a bot with Telegram's BotFather, paste its token into RevoplyAI, and let the assistant answer your Telegram customers.
Read guideAdd the chat widget to your website
Set up the RevoplyAI chat bubble for your website: name, welcome message, colour, suggested questions, position and allowed domains.
Read guideConnect Facebook Messenger
Sign in with Facebook and choose a Page, so the assistant replies to the messages that Page receives on Messenger.
Read guideConnect Instagram direct messages
Connect a Business or Creator Instagram account so the assistant replies to your Instagram direct messages.
Read guideAI assistant
Teach the assistant, set its rules and test it.
Teach the assistant with your knowledge base
Write the facts your assistant answers from, understand the character limit, and see what files and web pages add on higher plans.
Read guideFill in your company profile and working hours
Add the contact details, address, working hours and extra information the assistant may share with customers.
Read guideWrite the assistant's instructions
Give the assistant standing rules for every reply on every channel, starting from ready-made examples.
Read guideChoose the assistant's reply style and language
Set the tone the assistant writes in, what it does with photos, files and voice notes it cannot read, and the language of automatic messages.
Read guideSet when the assistant hands over to your team
Choose how quickly the assistant passes conversations to a person, when it pauses after you reply, and how long it waits before answering.
Read guideTest your assistant in the test console
Send messages the way a customer would and see the assistant's real replies, without anything reaching a customer.
Read guideLet the assistant take orders
Turn on Accept Customer Orders, choose delivery or pickup, and review the orders the assistant collects on the Orders page.
Read guideLet the assistant book appointments
Set your booking hours, appointment length and services, add appointments by hand, and let the assistant offer free times to customers.
Read guideFill the gaps in what your assistant knows
See the questions your assistant could not answer well, review the answers your team wrote, and approve them so the assistant learns.
Read guideQualify leads from your conversations
Decide what makes a conversation a lead worth your team's time: the facts to find out, the rules that rate them, and who hears about a hot lead.
Read guideLet the assistant answer calls
Choose what callers hear, the languages and voice the assistant answers in, where calls are answered, and read calls back in the call log.
Read guideInbox and customers
Answer conversations, take over and manage contacts.
Use the inbox and take over a conversation
Find conversations from every channel, filter them, assign them, and take over from the assistant when a person should reply.
Read guideManage your contacts
Find, filter, tag and export the people you can reach on WhatsApp, Telegram and email, and see the import options.
Read guideCampaigns, tools and integrations
Templates, broadcasts, tools, files and connected systems.
Find your way around Campaigns
See what the Campaigns page holds: contacts, WhatsApp message templates, the WhatsApp Bulk API, broadcasts and number warm-up.
Read guideWhat the Tools page offers
See the actions the assistant can take in a conversation: appointment booking, instant replies, automations, interactive messages, files and AI actions.
Read guideKeep files in the File Library
Upload a menu, a price list or a photo once, then reuse it in instant replies, automations and broadcasts.
Read guideConnect your store and your own systems
See the Integrations page: the Meta catalog, store connections that are coming, and the API connections, webhooks and API keys for developers.
Read guideAnswer common questions with instant replies
Send a fixed reply, with files, when a message contains your keyword or when someone writes for the first time in a while. No tokens used.
Read guideBuild fixed paths with automations
Add a fixed path for the moments you want handled the same way every time: a welcome menu, an after-hours note, a lead form or a returns questionnaire.
Read guideSend WhatsApp messages with buttons and lists
Create WhatsApp messages with reply buttons, a list or a link button, decide what each tap does, and let the assistant send them.
Read guideSend a broadcast to many contacts
Find Broadcasts, read your daily allowance, and see what you need connected before you can send one message to many contacts.
Read guideWarm up a new WhatsApp number
Build trust on a new WhatsApp number before real campaigns: pair it with a companion number that chats with it and ramps volume up gradually.
Read guideConnect your own systems with AI actions
Add an API connection to your store, CRM or booking system, then let the assistant call it to check an order or whether something is in stock.
Read guideSend events to your systems with webhooks
Post new messages, handovers, bookings and more to an address your system listens on, signed so your system can check each one came from RevoplyAI.
Read guideTeam and account
Invite teammates, choose notifications and manage your account.
Invite teammates and choose their roles
Invite a teammate by email as an Admin or an Agent, see your seats, and understand what each role can do.
Read guideChoose which notifications reach you
Decide which pushes and emails reach you, and which updates the business gets about customers, billing and usage.
Read guideManage your profile, hours and language
Change the language of account emails, your name and contact details, your own working hours and your dashboard language.
Read guideGet help from the RevoplyAI team
Email support, book a call, suggest a feature or rate RevoplyAI from the Support page, and what to include so we can help fast.
Read guideRun several businesses with projects
Keep separate workspaces under one account, each with its own channels, contacts, conversations and knowledge, and switch between them.
Read guideTroubleshooting
Find the cause of common problems, and get help.