Welcome to Cloodot

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 your website chat. 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.

Start here

Your day-to-day

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

Setup path

1. Create your account

• Sign Up & Sign In — Use Google or email.

2. Set up your workspace

• Create Workspace — Your team's home for conversations and settings.

3. Connect your channels

Bring in 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 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
• Skill Sets — Add custom capabilities

Core features

Inbox

Every conversation in one place:

• Inbox Guide — Managing conversations end-to-end
• Unified inbox — Messages from Instagram, Facebook, WhatsApp, and WebChat in one view
• Team collaboration — Assign conversations and leave internal notes
• Canned responses — Save replies you use often
• Labels — Organize with custom labels (your AI agent can apply them too)
• Custom fields — Track the details that matter to your business

Contacts

• 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
• Import Contacts — Bulk import from a CSV file
• Custom Fields — Add your own fields for contacts and conversations

Intelligence & AI

• AI Agent — Your always-on assistant that answers questions while you're away
• Knowledge Base — Teach your AI agent about your business, products, and policies
• FAQ Management — Common questions answered automatically
• Collections — Showcase products and services as visual carousels in chat
• Skill Sets — Give your AI agent 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
• Track performance with clear analytics

Workflows

Automate the repetitive parts of conversation management:

• Workflows — Build visual automations that trigger on events
• Route conversations to the right person based on channel, content, or labels
• Send automated messages, add labels, and connect to external services

Customer Satisfaction

• CSAT — Collect and analyze satisfaction ratings from your conversations

Analytics & Insights

• 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

Content & Resources

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

Settings & Configuration

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 — Invite your team and set permissions

Integrations

• Integrations Overview — Manage all your integrations
• HubSpot, Attio — CRM integrations
• Shopify, Salla — E-commerce 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 security options
  • Notifications — Control what notifications you get and when

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

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Ready to go? Create your account.