Charles

Entry Points Benchmarks

Understanding the E-I-S Framework

This article gives you a full overview of the available entry points in charles, how to think about them, and which ones might be the right fit for your business.

Chat-ins Overview

This guide explains how opt-ins work across three independent dimensions: verification and intent, scope, and channel. For each, you will learn what it means and how it affects the messages…

Understanding Opt-ins: Verification, Scope, and Channel

Grow your WhatsApp list the right way - opt-ins, entry points, and proven prompts that turn visitors into VIPs

Collect Subscribers

Create a Pop-Up

Create a Thank-You-Page Entry Point

Display a bubble anywhere on your website that attract people to WhatsApp.

Create a Chat Bubble

Already got a large email subscriber base? Bring them smoothly into WhatsApp using a WA.ME link.

Convert Email Subscribers to WhatsApp

Bring users from Facebook and Instagram Ads directly into WhatsApp

Create Click-to-WhatsApp Ads

Adding a WA.ME link to your Instagram (or any of your social media) is a great way to get more of your customers into WhatsApp.

Convert Social Media Follower to WhatsApp

Create a Friend Referral Program

Learn how to create a wa.me link to let customers start a WhatsApp conversation with your business in just one click.

Create a WA.ME Link

Learn how to add a WhatsApp opt-in checkbox to your Shopify checkout page and automatically collect subscribers at the moment of purchase.

Collect Subscribers via Checkout Checkbox (Shopify Plus)

Collect subscribers at multiple touchpoints to grow your WhatsApp channel.

Collect Subscribers - Manuals

Discover a curated selection of best practices and inspiring examples for Website Pop-Ups, organized by industry

Popup - Best Practices & Inspiration

Thank-You-Page - Inspiration

Checkout Page - Inspiration

Chat Bubble - Best Practices & Inspiration

E-Mail Subscriber - Best Practices & Inspiration

Social Media Organic - Best Practices & Inspiration

Friends Referral - Best Practices

This article explains how always‑on Chat-Ins placed in permanent website elements such as banners, footers, top bars, and navigation bars, stay visible to customers and steadily grow your subscriber base.

Banner/Footer/Top bar/Landing Page - Best Practices & Inspiration

See how other brands are boosting Subscriber generation

Collect Subscribers - Best Practices & Inspiration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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