CRM – ChatDaddy | Help Center

Getting Started
- The Basics
  - How to Signup/Login to ChatDaddy?
  - How to Connect your Whatsapp to ChatDaddy? (QR Integration)
  - How to Install the WebPhone App?
  - How to switch teams in ChatDaddy
  - How to Submit a Support Ticket
  - Chatdaddy Error Codes
- Whatsapp Official Business API
  - What is Whatsapp Official Business API?
  - Limitations of WhatsApp Business API
  - How to get a Meta Business Manager Account and verify your Business on Meta? (required for Official Whatsapp Business API)
  - How to Create/Verify/Connect your Whatsapp Business API to ChatDaddy?
  - How to Migrate your Whatsapp Business API from another service provider?
  - How to Set Up Payments on Facebook Business Manager for ChatDaddy WABA Account
Channels
- The Basics
  - What is a Channel?
  - How to add additional Channels?
  - How to Reconnect a Channel?
  - How to Disconnect a Channel?
  - How to Delete a Channel?
  - How to auto-assign chats?
- Different Channels
  - SMS Channel
  - Messenger Channel
  - Instagram Channel
  - Email Channel
- WhatsApp Business API
  - What is WhatsApp Green tick and how to get it?
  - How to Migrate a Whatsapp Business API Account?
  - How to downgrade your WhatsApp Business API (WABA) number?
  - How to delete your WhatsApp account?
  - What are Template Messages?
  - Whatsapp Business API message FAQ
- WhatsApp Personal/Business (QR Based)
  - WhatsApp Chat History Sync Issues
  - How to enable/disable Chat History Sync?
  - Understanding Chat Action Sync
- Channel Advanced Settings
  - About Send Button Messages as a Poll
- Troubleshooting Channels
  - How to fix WhatsApp channel disconnecting frequently
Whatsapp Bans
- Everything you need to know about WhatsApp Bans
  - What are Whatsapp Bans?
  - Why did I get banned on WhatsApp?
  - How to appeal a WhatsApp Ban?
  - How to prevent WhatsApp Bans?
  - What to do when WhatsApp rejects your Unban Appeal?
  - How to Contact Whatsapp Support?
  - WhatsApp Unban Email Templates
  - How to Clear Pending and Failed Message Queues Before Reconnecting to ChatDaddy
  - FAQs related to WhatsApp Bans
CRM
- Contacts
  - Contacts Video Walkthrough
  - How to import contacts in ChatDaddy
  - How to export contacts from ChatDaddy
  - Filtering Your Contacts in ChatDaddy
- Ticketing System
  - How to create and manage CRM boards?
  - How to create a ticket?
  - How to move tickets within CRM boards
  - How to filter contacts based on tickets in inbox
  - How to create/update tickets automatically through message flows
  - One Ticket Per Contact: Simplify Your CRM Management
- Custom Field
  - What are Custom Fields?
- Tagging
  - How to Tag a contact in Inbox?
  - How to Tag a Contact by Message History?
Inbox
- ChatDaddy Inbox
  - Team Inbox Walkthrough(Video)
  - How to send a Message in ChatDaddy?
  - Inbox Settings
  - How to use Filters?
  - How to use Notes?
  - How to Use Buttons in Inbox?
  - How to Schedule a message in Inbox?
  - How to fix “Message is not available” issue
  - How to Start a message flow inside Inbox?
  - How to export Chat History from a chat?
  - How to manage orders from inbox?
  - How to use Chat Actions
  - How to Change the Assignee of a Contact
- Troubleshooting Inbox
  - Troubleshooting Message Flow Edit Issues in the Inbox
Analytics
- Tracking and Analytics
  - How to view your teams Analytics?
  - FAQ for Analytics
  - Default Dashboard Overview Latest
  - Default Dashboard Overview (OLD)
  - How to use filters to analyse data?
  - How to use powerful breakdowns?
  - How to use filters and breakdowns together?
  - How to share your Analytics Dashboard with your team?
Calls
- Calls
  - How to add a Phone Number
  - How to make calls
  - Call Logs
Message Flows
- Message Flows
  - Message Flows Video Walkthrough
  - How to add my customers details to a message?
  - How to use delays
  - How to use conditions
  - How to use action node
  - How to add buttons and lists in message flows
  - How to use the Create Ticket node
  - How to use the Update Ticket node
  - How to use the Stop Ticket Timer node
  - How to use the Modify Contact node
  - How to use HTTP Request node
  - How to connect Zapier to ChatDaddy?
  - How to edit message flows with your team?
  - How to create a calendar booking system using Google Calendar
  - How to fix “A template is required to start a new conversation” Issue
  - Message flows FAQs
- Triggers
  - What are triggers?
  - Incoming message trigger
  - Outgoing message trigger
  - New Chat Trigger
  - Contact Updated trigger
  - New Contact Trigger
  - Ticket Updated Trigger
  - New Ticket Trigger
  - Broadcast Trigger
- Variables
  - Intro to Variables
  - Intro to Apps & Variables
  - Available Variables
  - Flow Variables
  - Advanced Usage
  - FAQ
Automation
- Broadcasts
  - How to create a broadcast
  - How to export Broadcast contacts and details
  - How to Bulk Tag in Broadcast
- Keyword Reply
  - How to Setup a Keyword Reply
  - Settings in Keyword Reply
  - Keyword Reply FAQs
- Offline Bot
  - How to setup Offline Bot
  - Offline Bot FAQs
- Setting up Shop Notifications
  - How to install Shopify
  - How to setup Host Platform
  - How to install WooCommerce
  - How to install Shopline
  - How to install Shopee
  - How to install Tiktok Global
  - How to install Boutir
  - How to install Paperform
  - How to install Google Form
  - How to install Shopage
  - How to install Hotmart
  - How to install Shopline Global
  - How to setup Whatsapp Shop
AI
- AI ChatBot
  - How to setup AI Chatbot
  - AI ChatBot FAQs
Tools
- Forms
  - How to setup Forms
  - How to Use Forms
  - How to View Submissions for Forms?
- QR Generator
  - How to use the ChatDaddy QR Generator?
- Widget Builder
  - How to Make and embed a Whatsapp Widget for your Website?
- Campaigns
  - How to Use Campaigns?
Account and Settings
- Team Settings
  - How to Change Password?
  - How to Reset Forgotten Password?
  - How to Manage Access for Teammates?
  - How to Invite Team members?
  - How to Create Team members?
  - How to Delete Team members?
  - How to change language on ChatDaddy?
- Notification Settings
  - How to enable Push Notifications on Browser?
  - How to enable Notifications on Phone?
- Billing
  - How to Manage Billing?
  - How to add another Payment Method?
  - How to update Payment Information?
  - How to download my Invoice?
  - ChatDaddy Subscription Cancellation & Refund Policy
  - Billing FAQ
- Credit System
  - What is Credit System and How does it work?
  - What is Active Chat Pricing?
ChatDaddy API
- ChatDaddy API
  - Send OTP through ChatDaddy API
Shop
Product Update Logs
- Product Updates
  - Jan 7, 2025
  - Nov 7, 2024
  - Oct 10, 2024
  - Sep 2, 2024
  - Aug 1, 2024
  - July 3, 2024
  - June 4, 2024
  - May 4, 2024
  - April 15, 2024
More

Contacts

Contacts Video Walkthrough

Learn how to use Contacts on ChatDaddy

How to import contacts in ChatDaddy

How to export contacts from ChatDaddy

Filtering Your Contacts in ChatDaddy

Ticketing System

How to create and manage CRM boards?

How to create a ticket?

How to move tickets within CRM boards

How to filter contacts based on tickets in inbox

How to create/update tickets automatically through message flows

One Ticket Per Contact: Simplify Your CRM Management

Custom Field

What are Custom Fields?

Tagging

How to Tag a contact in Inbox?

How to Tag a Contact by Message History?