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How-to tutorials

Set things up on Convo360, click by click. 61 articles.

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Let Your AI Answer 'Where Is My Order?' Without a HumanConnect your store, switch on order answers, and let the bot reply with the real status and tracking link instead of waking an agent. Setup, limits and safety.5 min readRead → Build a WhatsApp Carousel Template Without Writing Any CodeCarousels need 2 to 10 cards with identical structure, or Meta rejects them. How to build one in a visual editor that checks the rules before you submit.5 min readRead → Canned Replies: Save the Answers Your Team Types DailyHow to build a small library of saved replies, use placeholders without sounding robotic, and avoid the copy-paste habits that make customers feel processed.4 min readRead → How to Claim Your WhatsApp Business Username in 2026WhatsApp business usernames can be claimed since 29 June 2026. Where to claim yours, the format rules, common errors and how usernames show to customers.4 min readRead → Claude Sonnet 4.5 Retires 30 November: What To Do NowAnthropic retires Claude Sonnet 4.5 on 30 November 2026. Check whether your bot uses it, pick a replacement model, and switch over without downtime.5 min readRead → Document Reminder Automation for Consultants Who Wait on ClientsSet up document reminder automation that nudges clients still owed documents, escalates after a set wait, accepts files in chat, and marks the task done.4 min readRead → Run a CSAT Survey on WhatsApp That People Actually AnswerAsk for a rating on the channel the customer already used, at the right moment, in one line. Setup, response rates and how to read the score honestly.5 min readRead → Turn Your Support Mailbox Into a Channel Alongside WhatsAppConnect the mailbox customers already write to, so emails become tickets and replies go back from the same address. Setup, security and what usually goes wrong.5 min readRead → Event Registration on WhatsApp: From Invite to Entry PassRun event registration on WhatsApp end to end: broadcast the invite, collect details via WhatsApp Flow forms, take payment, and send the entry pass as media.5 min readRead → Run a Flow When a Contact Joins a Group: Onboarding AutomationContact group trigger explained: setting up a group-join event trigger, chaining sequences with Add to Group, loop guards, and why CSV imports don't fire it.5 min readRead → Team Seats and Roles: Who Sees What in Your Bot PlatformHow to invite teammates and assign roles on Convo360: Owner, Admin, Supervisor, Agent, Viewer, per-section permissions, and the 3-device login limit.5 min readRead → Add a Website Chat Widget and Route Visitors to WhatsAppStep-by-step guide to adding a Convo360 website chat widget: the loader script, branding, greeting message, enquiry form and handing visitors to WhatsApp.4 min readRead → How to Build a WhatsApp Drip Sequence with Wait StepsBuild a WhatsApp drip sequence using the Wait/Delay block: choosing units, handling replies mid-sequence, and respecting the 24-hour template window.5 min readRead → Build a Guided No-AI Bot: Rule-Based Flows, No API KeyHow to build a rule-based WhatsApp bot on Convo360 with no AI key needed — when guided beats AI, buttons and lists, fallback messages, and adding AI later.4 min readRead → Web Enquiry Forms That Feed Straight into WhatsApp FlowsHow to build a website enquiry form on Convo360, embed it or use the floating Enquire button, map fields to flow variables, and kick off a WhatsApp follow-up.4 min readRead → Build a WhatsApp Chatbot Without Code: Flow Builder WalkthroughBuild a WhatsApp chatbot without coding using a visual Flow Builder: choosing chat vs voice, triggers, blocks, variables, preview and a 10-step example flow.4 min readRead → How To Build a WhatsApp Chatbot Flow by Typing One SentenceStep-by-step: describe the WhatsApp bot you want in plain English or Hinglish, and Convo360 Copilot builds the flow, shows it to you, and opens it to edit.4 min readRead → Voice Cloning for AI Calls: Recording, Consent and SetupHow voice cloning for business works on Convo360 — recording a clean 1-2 minute sample, consent and ethics, choosing a provider, and testing the cloned voice.4 min readRead → Connect Google Sheets to Your Chatbot: Lookups and Lead LogsGoogle Sheets chatbot integration guide: connecting your account, picking a sheet and tab, choosing lookup, append or update operations, and column mapping.5 min readRead → How to Connect WhatsApp Business API with Embedded SignupConnect WhatsApp Business API in minutes: prerequisites, embedded signup steps, sending your first template message, and fixing common errors like the 2FA PIN.5 min readRead → WhatsApp Flows: Native Forms Without Leaving the ChatHow to set up WhatsApp Flows native forms on Convo360: creating a Flow in Meta, attaching it to a block, designing screens, and reading responses as flow.4 min readRead → WhatsApp Blue Tick (Formerly Green Tick): How to Get ItHow to get the WhatsApp blue tick in India: eligibility, Meta verification versus OBA status, documents needed, realistic timelines and what actually changes.5 min readRead → Chatbot Lead Handoff: Pass Leads to Sales With an AI SummarySet up a chatbot lead handoff that gives your salesperson the answers, an AI-written summary, a CRM lead and an instant alert, so nobody repeats themselves.6 min readRead → Handle Inbound Calls with AI: Setup, Routing and CostsHow to set up AI-handled inbound calls on Convo360 — number options, incoming call costs, routing, knowledge base answers, transfer and voicemail.4 min readRead → Import WhatsApp Contacts from CSV and Keep Your List CleanHow to import contacts by CSV on Convo360 — column format, phone number normalisation, assigning groups, custom fields, handling duplicates and marking opt-in.4 min readRead → Migrating from uChat or Any Chatbot Builder: A Cutover PlanA practical cutover plan for migrating chatbot platforms to Convo360 — what to export, mapping tags to groups, re-entering secrets, re-approving templates,.4 min readRead → How to Run an Outbound AI Calling Campaign the Right WayHow to run an outbound AI calling campaign on Convo360 — list hygiene, DND scrubbing, calling hours, script writing, retries, WhatsApp follow-up and.4 min readRead → Run a WhatsApp Broadcast Campaign Without Getting BlockedHow to run a WhatsApp broadcast campaign on Convo360 the safe way — opt-in, quality rating, templates, audience groups, throttling, replies and opt-out.5 min readRead → Send SMS from a Chatbot Flow: Email and SMS Blocks ExplainedHow to send SMS from a chatbot and trigger email inside a Convo360 flow: the blocks, DLT registration note, staff alerts and how failures show up in Flow Logs.5 min readRead → Send Razorpay Payment Links Inside WhatsApp ConversationsRazorpay WhatsApp payment link guide: connecting your Razorpay account, using the payment-link block with amount variables, and continuing the flow on payment.4 min readRead → Set Up an AI Voice Agent: Number, Voice, Script, First CallA step-by-step guide to setting up an AI voice agent on Convo360 — connecting a number, picking a voice, writing the system prompt, testing, and going live.4 min readRead → Appointment Booking Setup: Calendars, Slots and RemindersHow to set up appointment booking on Convo360's Business plan — services and slots, booking in chat or on a call, Google Calendar sync, reminders and.4 min readRead → Keyword Triggers: Start the Right Flow When Someone Types 'Price'Chatbot keyword trigger guide: how keyword matching works, using multiple keywords, restart words, and precedence over the default flow, with real examples.4 min readRead → Live-Chat Handoff: When and How the Bot Passes to a HumanHow to design a chatbot human handoff on Convo360 — keyword and no-match triggers, the shared inbox, the pause rule when a human replies, and resuming the bot.5 min readRead → WhatsApp Coexistence: Keep Your Phone App and AI on One NumberHow WhatsApp Coexistence works on Convo360 — what it is, eligibility, connecting your number, the owner-reply pause behaviour, and its limitations versus.4 min readRead → Workspaces: Running Several Chatbots Under One LoginHow Convo360 workspaces let you run multiple chatbots from a single login — one per brand or number, switching between them, plan limits, shared team and.4 min readRead → How to Test an AI Voice Agent Before It Takes Real Customer CallsA practical test plan for AI voice agents: an automatic check, 20 real calls, Indian names and numbers, noise, interruptions, transfers and a staged launch.5 min readRead → Test WhatsApp Chatbot Flows: Preview, Health Checks and LogsHow to test a WhatsApp chatbot before it goes live on Convo360: dry-run Preview mode, dead-end health checks, reading Flow Logs, and safe versioning with.4 min readRead → Training an AI Agent on Your Documents: Knowledge Base SetupTrain a chatbot on documents by setting up a knowledge base: what to upload, how chunking works in plain terms, testing questions, and keeping it accurate.5 min readRead → AI Fallback Chatbot Design: Using the AI Reply Node CorrectlyHow to design an AI fallback chatbot on Convo360: route no-match replies to an AI Reply step, scope its knowledge base and bring contacts back to your main.5 min readRead → Chatbot Conditional Logic: Conditions and Variables in FlowsA practical guide to chatbot conditional logic on Convo360: use Condition blocks and typed variables to branch WhatsApp and voice flows by language, city or.5 min readRead → From Chat to Deal: Using the Built-In CRM PipelineHow to turn WhatsApp, web chat and call leads into a working pipeline on Convo360 — the Save CRM lead block, stages, fields, assignment, payment triggers and.4 min readRead → Inbound Webhooks: Trigger a Flow from Your CRM, Store or FormWebhook trigger chatbot guide: creating an inbound endpoint, mapping payload data to flow variables, securing it with a secret, and real examples.4 min readRead → The JavaScript Step: Small Scripts for Big Flow LogicWhen and how to use the JavaScript step in Convo360's flow builder — inputs and outputs, test-running with sample values, picking output fields, and safety.4 min readRead → Convo360 REST API: Contacts, Calls and Flow TriggersHow to authenticate with the Convo360 chatbot REST API, trigger a flow for a contact, read conversations and calls, and stay within rate limits on the.5 min readRead → WhatsApp Carousel Templates: Product Cards with ButtonsHow to build a WhatsApp carousel template on Convo360 — cards, images, buttons, Meta approval, and branching a flow on which card the customer tapped.4 min readRead → Writing a System Prompt for a Business Bot: Tone and GuardrailsSystem prompt for chatbot guide: a reusable template with sections, do/don't lists, language rules and a handoff rule, plus a full example for a clinic bot.4 min readRead → Instagram Comment to DM Automation: Set It Up ProperlySomeone comments a keyword on your post and the bot sends them a DM. How to set the rules, what Meta allows, and the mistakes that get accounts limited.4 min readRead → Merging Duplicate Tickets Without Breaking Your ReportsThe same customer writes on WhatsApp and then emails. How to merge the tickets so history survives, ownership is clear and your metrics stop double-counting.5 min readRead → Set Reply Deadlines That Your Support Team Actually MeetsHow to set first response and resolution targets in working hours, pick numbers you can hit, and escalate properly when a deadline is about to be missed.6 min readRead → Support Ticket Tags: Turning a Busy Inbox Into a ReportHow to design a short tag list, keep it clean as the team grows, and use it to find the upstream problem generating a fifth of your support volume.5 min readRead → How to Track Leads From ChatGPT, Gemini and AI Search in IndiaTrack leads from ChatGPT, Gemini, Perplexity and Google AI Mode: what analytics can show, why many arrive as direct, and how to ask the source inside WhatsApp.4 min readRead → WhatsApp Error 131042: Why Your Messages Stopped SendingError 131042 means a billing problem, not a broken bot. How to confirm it, fix it in Meta Billing Hub, and tell it apart from errors that look similar.5 min readRead → WhatsApp Error 131048 Spam Rate Limit: Causes and How to RecoverWhatsApp error 131048 means Meta has restricted how many messages your number can send after blocks or spam reports. The causes and a step-by-step recovery.4 min readRead → WhatsApp Error 131049: Why Marketing Messages Fail and the FixWhatsApp error 131049 means Meta held back a marketing template to protect engagement. What triggers it, why retrying hurts, and how to plan your campaigns.5 min readRead → WhatsApp INR Billing Deadline: Move to INR by 31 December 2026Meta will stop delivering messages from non-INR WhatsApp accounts of Indian businesses from 1 January 2027. Who is affected, what migrates and what to do.4 min readRead → WhatsApp Message Not Delivered: Six Reasons and Their FixesWork through the real causes of undelivered business messages, from the 24-hour window to billing blocks and quality limits, with the fix for each.4 min readRead → Add a Payment Method to Meta Billing Before Replies StopFrom October 2026 a WhatsApp number without a payment method stops delivering once the free allowance runs out. How to attach one correctly, and verify it.5 min readRead → WhatsApp Template Approval: Categories, Rejections and FixesWhatsApp template approval explained: Utility vs Marketing vs Authentication categories, variables and buttons, why templates get rejected, and how to resubmit.5 min readRead → WhatsApp Template Paused or Held? Pacing and Pausing ExplainedWhy Meta pauses WhatsApp templates or holds messages for quality checks, what errors 132015 and 132016 mean, and how to get a broadcast moving again safely.5 min readRead → Why WhatsApp Rejected Your Template, and How to Fix ItThe real reasons Meta rejects templates: category mismatch, missing samples, promotional language in utility messages and variables at the edges. With fixes.5 min readRead →

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