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How-To Guides

Step-by-step guides for common ChatFlow tasks

How-To Guides

Welcome to the ChatFlow How-To Guides. These step-by-step tutorials will help you accomplish common tasks quickly and efficiently.

Getting Started (All Plans)

Start here if you're new to ChatFlow:

Social Platform Connections (Growth+)

Connect your chatbot to messaging platforms:

Human Support & Live Chat (Growth+)

Enable human agent support:

AI Training (Growth+)

Enhance your chatbot's knowledge:

Lead Generation & Appointments (Growth+)

Capture leads and schedule meetings:

Team Management (All Plans)

Manage your team:

Analytics & Reports (Growth+)

Monitor performance:

Advanced Features (Enterprise)

Enterprise-only capabilities:


Need More Help?


Set Up First Chatbot

Step-by-step guide to creating your first AI chatbot with ChatFlow

Customize Design

Step-by-step guide to branding your chatbot with colors, avatar, and welcome messages

Add FAQs

Step-by-step guide to training your chatbot with frequently asked questions

Test in Playground

Step-by-step guide to testing your chatbot before publishing

Publish Chatbot

Step-by-step guide to getting your embed code and installing the chatbot on your website

Connect WhatsApp

Step-by-step guide to connecting WhatsApp Business with your ChatFlow chatbot

Connect Instagram

Step-by-step guide to connecting Instagram Business with your ChatFlow chatbot

Connect Messenger

Step-by-step guide to connecting Facebook Messenger with your ChatFlow chatbot

Enable Human Support

Step-by-step guide to configuring human agent handoff for your chatbot

Use Live Chat

Step-by-step guide to handling customer conversations as a live agent

Upload Documents

Step-by-step guide to training your chatbot with PDFs and documents

Configure Lead Capture

Step-by-step guide to collecting visitor information with your chatbot

Set Up Appointments

Step-by-step guide to enabling calendar booking through your chatbot

Add Team Members

Step-by-step guide to inviting agents and admins to your ChatFlow organization

Manage Agent Settings

Step-by-step guide to configuring agent capacity, availability, and working hours

View Conversations

Step-by-step guide to reviewing chat history and conversation details

Use Reports

Step-by-step guide to generating and analyzing chatbot performance reports

Train with Websites

Step-by-step guide to indexing website content to train your chatbot

Use Predictive Analytics

Step-by-step guide to forecasting conversation volume and optimizing staffing

Create Campaigns

Step-by-step guide to launching outbound messaging campaigns

Sync Emails

Step-by-step guide to integrating your email inbox with ChatFlow

Set Up API Connections

Step-by-step guide to connecting external services and APIs to your chatbot