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Product Guides

Need help? Check out our product guides to learn how to use the charles platform.

100 articles

Website visitors

Email subscribers

How to convert Instagram followers into WhatsApp subscribers

How to create a WA.ME link Chat-in

Newsletter Pop-Up

Organising your chats

Interacting through the feed

Editing contact information

Chat-in bubbles

Click-to-WhatsApp Ads

Create campaigns

Sending a campaign

Always-on campaigns

Campaign dashboard

Scheduling campaigns

Win-back campaigns

Replenishment reminders

Birthday campaigns

How to send a Campaign

Carousel Template

Getting started with Journeys

Navigate the flow canvas

Catch-all trigger

Journeys analytics

Storing responses of your customers

Getting Started

Journeys overview

Node Glossary_{12 articles}

Collecting birthdays

Segments & lists

Contacts import

Contact management overview

Chatting in charles

Conversation types

Trigger a flow from the feed

Settings: chats and flows

24 hr customer service window

Message template rejection

Tracking and Analytics

Campaign analytics

Revenue metrics

Conversations analytics

Sales analytics

Integrating custom storefronts

Contact stitching

WhatsApp integration

Integrations overview

Klaviyo_{12 articles}

CRM’s & CDP’s_{5 articles}

Shop systems_{4 articles}

Customer service_{2 articles}

Inviting agents

Custom properties

User Interface configuration

Changing your phone number

Your WA Business Manager

Settings and UI