Welcome to Cloodot

Whether you're setting up for the first time or looking up a specific feature, this guide has you covered.

What Cloodot does

Cloodot brings every customer conversation into one dashboard — Instagram, Facebook, WhatsApp, and WebChat. Your AI agent handles the repetitive work so your team can focus on conversations that need a human, and analytics show you what's working.

These guides are ordered the way you'll actually use Cloodot: get set up, work your inbox every day, hand the repetitive parts to AI, reach out proactively, then measure what happened.

Start here

Your day-to-day

Once you're set up, you'll spend most of your time here:

---

1. Get set up

Create your account and workspace

• Sign Up & Sign In — Use Google or email.
• Create Workspace — Your team's home for conversations and settings.

Connect your channels

Bring in conversations from wherever your customers are:

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

Running WhatsApp at scale? See WhatsApp Health, Catalogues, Flows, and migrating an existing number.

2. Work your inbox

Every conversation in one place, plus the tools that make replies fast:

• Inbox Guide — Managing conversations end-to-end, assignment, and internal notes
• Canned Responses — Save replies you use often and insert them with /
• Documents — Upload files once, send them in any conversation
• Labels — Organize with custom labels (your AI agent can apply them too)
• Snooze — Set conversations aside and have them come back when you need them
• Sessions — Review past interactions with summaries and sentiment
• CSAT — Collect and analyze satisfaction ratings

Know your customers

• Contacts Overview — How contacts work in Cloodot
• All Contacts — Search, filter, and manage everyone in one table
• Import Contacts — Bulk import from a CSV file
• Segments — Group contacts automatically based on criteria you set
• Watchlists — Monitor important contact segments in one live view
• Deals — Move contacts through your pipeline on a drag-and-drop board
• Custom Fields — Add your own fields for contacts and conversations

3. Automate with AI

• Intelligence Overview — What your AI agent can do
• AI Agent — Give your AI agent a personality
• Knowledge Base — Teach it about your business
• FAQ Management — Answer common questions automatically
• Collections — Showcase products and services in conversations
• Instruction Blocks — Interactive scenarios with quick replies and skills
• Skill Sets — Add custom capabilities

Workflows

Automate the repetitive parts of conversation management:

• Workflows — Build visual automations that trigger on events
• Triggers, Actions, Logic nodes — The building blocks
• Use cases by industry — Ready-to-build recipes

Build your own

• Skills — How the skill system works
• Creating Skills — Build and deploy via the Dashboard, MCP server, or Developer API
• Copilot — Run your workspace by asking in plain language

4. Reach out

Reach your customers proactively:

• Campaigns — Send WhatsApp marketing campaigns to the right people
• WhatsApp Templates — Create and manage message templates

5. Measure what happened

• Insights Overview — Your analytics home base
• Conversation Insights — Response times, sentiment, and patterns
• Marketing Insights — Campaign performance and engagement
• Ad Insights — Performance for click-to-message ads
• Collection Insights — Which items your AI agent is showing most
• FAQ Insights — Coverage and growth of your FAQ library

6. Administer your workspace

Workspace settings

• Organization Settings — Settings for your whole workspace
  • Profile — Your workspace's name and details
  • Business Hours — When you're available (so your AI agent knows when to step in)
  • Members and Teams — Invite your team and set permissions
  • Presets — Canned Responses, Labels, Custom Fields, Documents

Integrations

• Integrations Overview — Manage all your integrations
• Shopify, Salla — E-commerce integrations
• HubSpot, Attio — CRM integrations
• Google Calendar, Cal.com — Scheduling
• Google Business Profile — Review management

Developers

• API Keys — Create and manage API keys
• Developer Logs — Monitor API, MCP, and skill set traffic
• MCP Servers — Extend Copilot with custom tools

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 active sessions
  • Notifications — Control what notifications you get and when

Billing

• Billing & Plans — Subscription, message credits, and usage
• Invoices — Invoice history and receipts

Need help?

• Check the Troubleshooting Guide for common issues
• Browse the guides above for step-by-step help on specific features
• Still stuck? Email support — we're happy to help

---

Ready to go? Create your account.