Welcome to Cloodot
Your complete guide to getting started with Cloodot - manage all your customer conversations in one place.
Welcome to Cloodot! This documentation will guide you through everything you need to know to get started with Cloodot, from creating your account to managing campaigns and analyzing performance.
What is Cloodot?
Cloodot is a unified customer communication platform that helps you manage conversations across multiple channels including Instagram, Facebook, WhatsApp, and WebChat - all from one powerful dashboard. With AI-powered intelligence, comprehensive analytics, and powerful automation features, Cloodot helps you deliver exceptional customer experiences.
Quick Start
Get started with Cloodot in just a few simple steps:
Create Your Account
Sign up with email or Google to get started
Create Your Workspace
Set up your organization and configure settings
Connect Channels
Link your Instagram, Facebook, WhatsApp, and WebChat accounts
Set Up Intelligence
Configure your AI agent, knowledge base, and FAQs
Getting Started
New to Cloodot? Follow our step-by-step guides to get up and running:
1. Account Setup
- Sign Up & Sign In - Create your account and learn how to sign in
2. Workspace Configuration
- Create Workspace - Set up your organization
3. Channel Connections
- Channels Overview - Introduction to connecting channels
- Instagram Connection - Connect your Instagram Business account
- Facebook Connection - Link your Facebook Pages
- WhatsApp Connection - Set up WhatsApp Business API
- WebChat Setup - Add a chat widget to your website
4. Intelligence Setup
- Intelligence Overview - Introduction to AI-powered features
- AI Agent (Persona) - Configure your AI assistant's personality and behavior
- Knowledge Base - Add business information and documents
- FAQ Management - Create and manage frequently asked questions
- Skill Sets - Extend AI capabilities with custom skills
Core Features
Conversations & Inbox
- Unified Inbox - Manage all conversations from Instagram, Facebook, WhatsApp, and WebChat in one place
- Multi-Channel Support - Seamlessly switch between channels without losing context
- Team Collaboration - Invite team members, assign conversations, and collaborate effectively
- Canned Responses - Save reusable reply templates for common questions
- Labels - Organize conversations with custom labels and enable AI extraction
- Custom Fields - Add custom fields to conversations and contacts for better organization
Contacts Management
- Contacts Overview - Understand how contacts work in Cloodot
- All Contacts - View and manage all contacts in a table view with search, filters, and bulk actions
- Leads Board - Track leads in a Kanban-style board grouped by segments
- Segments - Create and manage dynamic groups of contacts based on filters
- Custom Fields - Add custom fields to contacts and conversations
Intelligence & AI
- AI Agent (Persona) - Configure your AI assistant to automatically handle customer conversations
- Knowledge Base - Store business information, policies, and documents for AI to reference
- FAQ Management - Create FAQs and manage unanswered questions
- Skill Sets - Extend your AI with custom skills and actions
Campaigns & Marketing
- Campaigns - Create and manage WhatsApp marketing campaigns
- WhatsApp Templates - Create, sync, and manage WhatsApp Business message templates
- Send targeted messages to segments or CSV-uploaded contacts
- Track campaign performance with detailed analytics
Analytics & Insights
- Insights Overview - Introduction to analytics and insights
- Conversation Insights - Track conversation performance, agent metrics, sentiment analysis, and traffic patterns
- Marketing Insights - Monitor campaign performance, button clicks, and customer engagement
Content & Resources
- Documents - Upload and manage documents that can be sent in conversations or used by AI
- Canned Responses - Create reusable message templates for quick replies
- Labels - Organize conversations with labels and enable AI-powered label extraction
Settings & Configuration
Organization Settings
- Organization Settings - Manage your organization profile, business hours, and team members
- Profile - Update organization name and details
- Business Hours - Set your operating hours
- Members - Invite and manage team members with different roles
Account Settings
- Account Settings - Manage your personal account preferences
- Profile - Update your personal information
- Appearance - Customize theme and display preferences
- Security - Manage password and security settings
- Notifications - Configure notification preferences
Need Help?
If you encounter any issues or have questions:
- Check our Troubleshooting Guide for common problems and solutions
- Review the documentation sections above for detailed guides on each feature
Ready to get started? Begin with creating your account!