Platform Features & Other FAQs
Simplified guides on using various SendBlix platform features.
- How to use the live chat inbox
Manage real-time WhatsApp conversations with your customers.
- Searching and filtering chat history
Find past conversations using filters, dates, and keyword search.
- Transferring chats between agents
Hand off a conversation to another team member seamlessly.
- Setting up welcome and auto-reply messages
Greet new customers automatically when they message your business.
- Notification preferences
Control when and how you receive alerts about new messages.
- Drag-and-drop chatbot flow builder
Create automated conversation flows without writing code.
- Using API requests in chatbot flows
Call external APIs from within your chatbot flow steps.
- Dialogflow chatbot vs SendBlix chatbot flows
Compare NLP-based and flow-based chatbot approaches.
- Creating a WhatsApp catalogue
Showcase your products directly in WhatsApp conversations.
- WhatsApp payments integration
Accept payments directly within WhatsApp chats.
- Click-to-WhatsApp ads setup
Run Facebook and Instagram ads that open a WhatsApp chat with your business.
- Adding contacts manually
Add individual contacts to your SendBlix database.
- Importing contacts via CSV
Bulk upload contacts from a spreadsheet file.
- Deleting contacts
Remove contacts individually or in bulk.
- Adding agents and managers to your workspace
Invite team members and assign them appropriate roles.
- Agent assignment rules
Automatically route conversations to the right team member.
- User opt-in and opt-out for WhatsApp broadcasts
Manage customer consent for marketing messages.
- Roles and permissions explained
Detailed breakdown of what each role can and cannot do.
- Setting up multi-factor authentication
Add TOTP-based MFA to your SendBlix account for extra security.
- Security best practices for your workspace
Keep your SendBlix workspace and customer data secure.
- Using contact tags for organization
Tag contacts for segmentation, filtering, and targeted campaigns.
- Creating and managing contact lists
Organize contacts into named lists for targeted broadcasting.
- Custom contact fields
Add custom data fields to store business-specific information.
- Analytics dashboard overview
Understand your messaging performance at a glance.
- Conversation and messaging analytics
Detailed breakdown of conversation costs, categories, and volumes.
- Setting up the WhatsApp chat widget
Add a WhatsApp chat button to your website.
- Data retention policies
How long SendBlix stores your messages, contacts, and analytics.
- Workspace settings overview
Configure your workspace name, timezone, and global preferences.
- Managing your profile
Update your name, email, password, and notification preferences.
- Keyboard shortcuts for power users
Navigate the inbox and dashboard faster with keyboard shortcuts.
- Browser and mobile app access
Access SendBlix from any device — browser, desktop, or mobile.
- Using conversation labels
Organize inbox conversations with color-coded labels.
- Team performance metrics
Track response times and conversation volumes per agent.
- WhatsApp commerce features
Sell products directly through WhatsApp conversations.
- Configuring business hours
Set your operating hours for auto-replies and agent availability.
- Resolving and reopening conversations
Mark conversations as resolved when the issue is handled.
- Exporting analytics and reports
Download campaign and conversation data as CSV for offline analysis.
- Troubleshooting WABA connection issues
Fix common problems with your WhatsApp Business Account connection.
- Session messages vs template messages
Understand the difference and when each type applies.
- Creating contact segments
Define dynamic groups based on contact attributes and behavior.
- Audit log
Track who did what and when in your workspace.
- Understanding rate limits
API and messaging rate limits and how they affect your operations.
- Language and localization settings
Configure your workspace language and regional preferences.
- Data privacy and compliance
How SendBlix helps you stay compliant with data protection regulations.
- System status and incident communication
Check platform health and subscribe to incident notifications.
- Managing unsubscribes and blocks
Handle customers who opt out or block your WhatsApp number.