Help Center

Find answers, guides, and resources to help you get the most out of SalesWhiz.

Explore our resources and find the answers you need. Whether you're setting up your workspace or troubleshooting, our guides are here to assist you.

Getting Started

Learn the basics and set up your account in no time.

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Guides & Integrations

Step-by-step guides for WhatsApp, Telegram, and more.

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Contact Support

Reach out to us directly for personalized assistance.

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Browse All Topics

Discover our comprehensive guides, carefully selected to help you make the most of our platform and enhance your experience.

Common searches:WhatsApp SetupAI AutomationCampaignsOnline ShopOrders

Getting Started

Learn the basics and set up your account in no time.

WhatsApp Business Integration

Connect your WhatsApp Business account step by step.

Telegram Bot Integration

Create and connect your Telegram bot to SalesWhiz.

AI Automation

Configure AI behavior, personality, and auto-response settings.

Contact Management

Organize leads, customers, and track interactions.

Campaigns

Create and send targeted broadcast messages to your contacts.

Online Shop

Set up your storefront with products, cart, and checkout.

Orders & Payments

Track orders, manage payments, and handle refunds.

Inventory Management

Manage stock, categories, variants, and receive low-stock alerts.

Facebook Messenger Integration

Connect your Facebook Page to receive and reply to Messenger conversations.

LINE Messaging Integration

Connect your LINE Official Account to manage customer messages.

Inbox & Conversations

Manage all your customer conversations from one unified inbox.

Chat Templates

Create reusable message templates for faster customer replies.

Email Settings & Templates

Configure email sending and create beautiful email templates.

Payment Settings

Set up bank accounts, QR payments, and payment verification.

Courier & Shipping

Configure shipping couriers, calculate delivery costs, and track shipments.

Dashboard & Analytics

Understand your business metrics, charts, and activity feed.

Credits & Billing

Understand the credit system, usage tracking, and billing history.

Account & Security

Manage your login, SSO, sessions, and security settings.

User Preferences

Customize language, currency, timezone, and display settings.

Business Profile

Set up your business identity to improve AI responses and branding.

Notifications

Stay updated with real-time alerts for messages, orders, and more.

Data Export

Export your contacts, orders, and conversations for backup or analysis.

Multi-Channel Overview

Compare all supported messaging channels and choose the right one.

WhatsApp Direct (QR Pairing)

Connect WhatsApp by scanning a QR code — no Facebook app required.

AI Product Description Generator

Generate compelling product descriptions instantly with AI.

Payments Dashboard & Verification

Review payment proofs, verify in bulk, and track payment statistics.

Product Categories

Create and manage your product category taxonomy for better shop organization.

Shipment Fulfillment & Tracking

Manage your shipment queue, add tracking numbers, and mark deliveries complete.

Managing Running Campaigns

Pause, resume, cancel campaigns and track per-recipient delivery events.

SSO Configuration & Enterprise Login

Set up a custom OIDC provider so your team can log in with corporate credentials.

Bulk Data Management

Select and delete multiple records at once across contacts, orders, and inventory.

Customer Order Status Page

Understand the public order page where customers track orders and upload payment proof.

Email Campaigns & Tracking

Send email campaigns and measure open rates, click-through rates, and delivery analytics.

Troubleshooting

Solutions to the most common issues users encounter with SalesWhiz.

Product Image Management

Upload, manage, and optimize product images for your online shop.

Contact Groups

Organize contacts into groups and use them to target campaigns precisely.

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