Guides

End-to-end walkthroughs for campaigns, automations, CDP and QR opt-in.

Build your first automation · Draft

Create a trigger-condition-action flow that routes, replies or escalates without an agent touching it.

Run a campaign · Draft

Segment an audience, choose a template, schedule the send and read the results without breaching consent.

QR-driven opt-in · Draft

Capture verifiable consent offline with a QR code that opens a pre-filled conversation and writes a consent record.

Contacts, attributes and segments · Draft

How the CDP stores contacts, attributes, events and consent, and how to build segments that stay accurate.