Welcome to Cloodot

Hey there, and welcome to Cloodot! We're glad you're here.

Whether you're just getting started or looking for help with a specific feature, this guide has you covered. We've done our best to make everything clear and easy to follow—but if something doesn't make sense, don't hesitate to reach out. We're here to help.

What is Cloodot?

Cloodot brings all your customer conversations together in one place. Instead of juggling between Instagram, Facebook, WhatsApp, and your website chat, you can manage everything from a single dashboard.

Our AI features help you respond faster and work smarter, while analytics show you what's working and where you can improve. The goal is simple: help you have better conversations with your customers without burning out.

Quick Start

Ready to dive in? Here's the path most people take:

Getting Started

New to Cloodot? No worries—we'll walk you through everything step by step.

1. Create Your Account

• Sign Up & Sign In — Getting in is quick. You can use Google or your email.

2. Set Up Your Workspace

• Create Workspace — This is where your team and conversations will live.

3. Connect Your Channels

This is where things get exciting—bring in your conversations from wherever your customers are:

• Channels Overview — Start here for the big picture
• Instagram — Connect your Instagram Business account
• Facebook — Link your Facebook Pages
• WhatsApp — Set up WhatsApp Business API
• WebChat — Add a chat widget to your website

4. Set Up AI Intelligence

Let AI handle the repetitive stuff so you can focus on conversations that need a human touch:

• Intelligence Overview — What AI can do for you
• AI Agent — Give your AI assistant a personality
• Knowledge Base — Teach it about your business
• FAQ Management — Handle common questions automatically
• Skill Sets — Add custom capabilities

Core Features

Here's what you can do with Cloodot once you're set up.

Your Inbox

All your conversations in one place—no more app-switching:

• Unified Inbox — Messages from Instagram, Facebook, WhatsApp, and your website all show up here
• Multi-Channel Support — Switch between channels without losing track of the conversation
• Team Collaboration — Work together with your team, assign conversations, and leave internal notes
• Canned Responses — Save replies you use often so you're not typing the same thing over and over
• Labels — Keep things organized with custom labels (AI can help apply them too)
• Custom Fields — Track the details that matter to your business

Contacts

Get to know the people you're talking to:

• Contacts Overview — How contacts work in Cloodot
• All Contacts — Search, filter, and manage everyone in one table
• Leads Board — Track potential customers on a visual Kanban board
• Segments — Group contacts automatically based on criteria you set
• Custom Fields — Add your own fields for contacts and conversations

Intelligence & AI

Let AI handle the routine so you can focus on what matters:

• AI Agent — Your always-on assistant that can answer questions while you're away
• Knowledge Base — Teach your AI about your business, products, and policies
• FAQ Management — Common questions get answered automatically
• Skill Sets — Give your AI custom abilities (like checking order status)

Campaigns & Marketing

Reach your customers proactively:

• Campaigns — Send WhatsApp marketing campaigns to the right people
• WhatsApp Templates — Create and manage message templates
• Target specific segments or upload a CSV of contacts
• See how your campaigns perform with clear analytics

Analytics & Insights

Understand what's working:

• Insights Overview — Your analytics home base
• Conversation Insights — See response times, sentiment, and patterns
• Marketing Insights — Track campaign performance and engagement

Content & Resources

Save time with reusable content:

• Documents — Upload files to share in conversations or with your AI
• Canned Responses — Reply templates for common situations
• Labels — Organize conversations (AI can help apply them automatically)

Settings & Configuration

Customize Cloodot to work the way you need it to.

Organization Settings

• Organization Settings — Settings that affect your whole workspace
  • Profile — Your organization's name and details
  • Business Hours — When you're available (so AI knows when to step in)
  • Members — Invite your team and set their permissions

Account Settings

• Account Settings — Your personal preferences
  • Profile — Your name and contact info
  • Appearance — Light mode, dark mode, or match your system
  • Security — Password and security options
  • Notifications — Control what notifications you get and when

Need Help?

Stuck on something? We've all been there. Here are some options:

• Check the Troubleshooting Guide — we've collected solutions to common hiccups
• Browse the guides above for step-by-step help on specific features
• If you're still stuck, reach out to support — we're happy to help

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Ready to get started? Create your account and you'll be up and running before you know it.