Documentation Index
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CRM Integrations

Getting Started

Introduction
Quick Start

Team Inbox

Overview
Setup & Access
Find Conversations by Filters
Manage Conversations
Messages, Templates & Quick Replies
New Chats & Acquisition
AI Features
Customer Details & HubSpot
Troubleshooting

Message Templates

Create Template
Create Template with Extension
How to Create a Template with HubSpot Variables
Utility Templates
Guideline

Broadcasts

Broadcasts Overview
How Broadcasts Work
Troubleshoot Broadcasts

Revenue Inbox

Overview
Dashboard

WhatsApp Business API

Getting Started
Connect with WABA
Facebook Business Verification
Broadcast Rate List (1st July 2026)
Connect with Existing WhatsApp
Onboarding to Coex/API
FAQ

Productivity Tools

Message Templates
Privacy Blur
Start Chat
Quick Reply
Setting Button
Broadcast Messages
Scheduler Message
Managing Unreplied Chats

Analytics & Reports

Analytics Dashboard
Team Performance
Conversation Analytics
Broadcast Reports
Export Data

Billing & Payment

Billing Overview
Purchase or Manage a Plan
Add Billing and Tax Details
Review Wallet History

Account & Settings

Team Management
Roles & Permissions

Troubleshooting

Common Issues
Sync Issues
Connection Issues
Extension Issues
FAQ

FAQ

Account Setup
Join Organization
Manage Subscription
Manage Accounts
Privacy and Compliance
IT Security Compliance

FAQ

Troubleshooting

FAQ

Frequently asked questions

FAQ

Is my data secure?

Yes, we use encryption and don’t store messages.

Which browsers work?

Currently Chrome only.

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