🔒 The information in this section applies only to Admin account users.     Connect your SMS channel via Twilio to send messages and interact with your customers. In this article, we will guide you through the process of setting up your Twilio account and connecting it to SleekFlow to configure your SMS channel.   Setting up a Twilio account Before c...

AgentFlow empowers your business to deliver seamless, AI-driven customer interactions by configuring and deploying AI agents tailored to your unique needs. With AgentFlow, you can automate responses to enquiries, qualify leads efficiently, and optimize operational costs — all while maintaining control over your AI agent’s behavior through simple, fl...

In SleekFlow, you can manage your conversations by assigning them to specific contact owners, teams, or collaborators. Below, we’ll define these roles and explain how they affect access and permissions within the platform: Contact owner: The user responsible for a contact, with full access to the contact and all related conversations. Assigned team:...

ℹ️ Flow Builder is only accessible to users in Admin roles   This article will outline how to get started with "Flow Builder" and create your first flow. To access "Flow Builder", click the icon on the left navigation bar. Create a new flow To create your first flow, click on "Create new flow" at the top right of the "Flow Builder" page. You will th...

You can view and manage all broadcasts created within your company in the "Broadcasts" main page. This guide will provide you with an overview of how to manage your broadcasts on the main page. Understanding the “Broadcasts” page On the "Broadcasts" main page, you will find the following: 1. Searching, filtering and sorting options - These options w...

You can delete contacts individually or in bulk. When you delete any contact, their records are deleted permanently and cannot be restored. ⚠️  Please note that deleting a contact is a permanent action that cannot be undone. Proceed with care to safeguard any critical data you may have.     Delete individual contact  To delete an individual contact:...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit the Meta’s documentation here.   Here is a list of Facebook Messengers error codes, their possible causes, and suggested solutions:  Error code Error sub-code Description Possible cause and suggested solution 1 99 Unknown erro...

The information in this section applies only to Admin account users.   To manage your connected channel on SleekFlow, sign in to your SleekFlow account and go to "Channels" by clicking on the icon on left sidebar. You will then land on the channel settings page.  You will see a list of supported channel types on the left hand side of the screen. Cli...

Meta Business Portfolio, WhatsApp Business API Account (WABA), and WhatsApp Business Profile The image above illustrates the relationship between Meta Business Portfolio (previously known as Facebook Business Manager), WhatsApp Business API Accounts, and WhatsApp Business Profiles (you may refer to this as a WhatsApp Business Number for easier under...

“SleekFlow AI Smart Reply” allows you to utilize SleekFlow AI to generate responses in conversations based on the recent conversation history and knowledge from the source materials uploaded to the “AI Knowledge Base”. With “AI Smart reply", you can generate responses to cater general user enquiry and answer domain-specific questions using insights ...

ℹ️ What’s supported in SleekFlow Here are the features available for Instagram Messaging in SleekFlow: Connect multiple Instagram Business accounts to a SleekFlow account Send and receive messages with customers via Instagram Direct Automatically reply to Instagram post comments Use Instagram as a channel to set up automated workflows in Flow Builde...

Note: Message opt-in feature is only available in SleekFlow 2.0 for WhatsApp Business API channels via Cloud API.      What is “Message opt-in” and how does it work?  Message opt-in is a feature exclusively available for WhatsApp Business API users on SleekFlow. When you send a free-form text during a closed WhatsApp conversation, the message cannot...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Contacts” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Update contact The "Update contact" action updates a contact's property with n...

What’s supported in SleekFlow Here are the features available for Salesforce Marketing Cloud in SleekFlow: Retrieve contact data from a connected Salesforce Marketing Cloud data extension into SleekFlow Send WhatsApp messages through SleekFlow as part of your Salesforce Journey Builder flows Track message performance in the SleekFlow Campaign Dashbo...

ℹ️ What’s supported in SleekFlow Here are the features available for LINE Business in SleekFlow: Connect 1 LINE Business account to a SleekFlow account Send and receive messages with customers via LINE Official Account Set up LINE Business channel as a broadcast channel to send marketing or announcement messages If a feature isn’t listed here, it’s ...

🔒 The information in this section applies only to Admin account users   In this article, we will guide you through managing your connected Instagram channels on SleekFlow. If you haven’t connected any Instagram channels to SleekFlow, you can follow the steps in our Instagram channel connection Help Center article.    Accessing Instagram channel sett...

ℹ️ What’s supported in SleekFlow Here are the features available for Facebook Messenger in SleekFlow: Connect multiple Facebook Pages to a SleekFlow account Send and receive Facebook pages messages with customers Use “Message tags” to send messages outside of the 7-day conversation window Automatically reply to Facebook post comments  Use Facebook M...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Salesforce” action node so your flow can execute the appropriate tasks to achieve your desired outcome.  Before configuring Salesforce trigger nodes, you will need to set up your Sal...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.     When a customer raises an issue, you can create a ticket to track and manage the problem systematically, instead of relying solely on chat. Tickets help ensure that issues are organized, prioritized, and resolved efficientl...

This article outlines the settings made available for each flow and how to configure them for your business needs. To access a flow’s settings, click on the "Settings" tab at the top of the flow’s page.   On the settings page, you are able to configure the following: Flow name Re-enrollment settings Once you are done configuring the flow settings, c...

What’s supported in SleekFlow Here are the features available for Meta Conversion API (CAPI) in SleekFlow: Create a Meta dataset for each WhatsApp Business Account (WABA) to store and track conversion data Send conversion events from SleekFlow to Meta’s CAPI endpoint Log CAPI events using Flow Builder based on user actions (e.g. contact created, mes...

What’s supported in SleekFlow Here are the features available for Zoho CRM in SleekFlow: Sync contacts between Zoho CRM and SleekFlow Map users between SleekFlow and Zoho CRM Trigger automated workflows based on Zoho CRM field values Create and update the following Zoho object types via Flow Builder: Contact Custom modules If a feature isn’t listed ...

AI Settings is only available to: Companies that are on a paid plan (i.e. Pro or above) Users on Admin roles   The “AI Settings” page allows admin users to configure which AI-powered features to enable for their company. The changes made in “AI Settings” will be reflected for all users within the company account. To access “AI Settings”, navigate to...

What is a custom object? To understand what a custom object is, you first need to wrap your head around the idea of objects as a whole. Defined below are some key concepts related to objects. Concept Definition Object A data entity or structure with distinct characteristics that make it uniquely suited to storing information on a specific type of th...

This article provides an overview of the other nodes available in Flow Builder.   Node name Description Time delay Pause the flow for a set amount of time before continuing to progress the contact down the flow   Time delay nodes The time delay node can be used to pause a flow for a set amount of time before running the next node.   You can add a ti...

Introduction to MM Lite API Marketing Messages Lite API (MM Lite API) is Meta’s dedicated solution for sending marketing messages on WhatsApp. It helps businesses deliver promotional content more effectively by leveraging backend delivery optimizations—making it ideal for campaigns that reach large customer segments. In SleekFlow, MM Lite API can be...

“SleekFlow AI Writing assistant” allows you to enrich your draft messages using SleekFlow AI based on a variety of out-of-the-box or custom prompts. In this article, you will learn how to use the “AI Writing assistant” to enrich your replies to customers in the “Inbox” module. Using AI Writing Assistant in Inbox AI Writing Assistant is only availabl...

🔒 The information in this section applies only to Admin account users     Connect your Telegram account with SleekFlow to see and reply to messages in your team inbox. Before connecting your Telegram channel to SleekFlow, you will need the following items:  A Telegram account A Telegram Bot   A Telegram bot is an automated program that interacts wit...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit the Telegram’s documentation here.     Here is a list of Telegram error codes, their possible causes, and suggested solutions: Error code Code Description Possible cause and suggested solution 400 CHAT_ID_INVALID The provided ...

🔒 The information in this section applies only to Admin account users     After you have connected your Telegram channel to SleekFlow, you can follow the steps below to view and manage your connected Telegram channels: Go to “Channels” page by clicking on the icon on the left navigation bar You will be redirected to the channel settings page Click “...

🔒 The information in this section applies only to Admin account users     After you have connected your Viber channel to SleekFlow, you can follow the steps below to view and manage your connected Viber channels: Go to “Channels” page by clicking on the icon on the left navigation bar You will be redirected to the channel settings page Click “Viber”...

🔒 This service is available for all plans     🔒 The information in this section applies only to Admin account users     You can connect the Facebook Messenger of your Facebook page to SleekFlow, enabling you to:  Send and receive Facebook messages with your customers Set up automated replies for comments on Facebook posts Automate other workflows, s...

🔒 The information in this section applies only to Admin account users   Connect your WeChat account with SleekFlow to see and reply to messages in your team inbox. If you have not created a WeChat Official Account, please register a "Service Account 服务号" here.     Prerequisites before connecting your WeChat account to SleekFlow To connect a WeChat S...

🔒 The information in this section applies only to Admin account users   🔒 Pro or Premium subscription plan is required   🔒 If you already have a WhatsApp Business API account, learn how to migrate your WhatsApp Business API account to SleekFlow   Applying for a WhatsApp Business API account Unlike WhatsApp Business App and WhatsApp Personal App, Wha...

This article covers common WhatsApp errors that may occur during messaging or when connecting your WhatsApp Business API channel to SleekFlow. Use the links below to jump to the relevant section: Messaging errors SleekFlow Cloud API 360dialog Twilio Channel connection errors Messaging errors This section focuses on messaging-related errors, includin...

ℹ️ The broadcast feature is only accessible to users in Admin or Team admin roles   SleekFlow's broadcast feature allows you to send a message simultaneously to a large group of recipients. Broadcasts can be used to efficiently distribute information, promotions, or announcements. You can easily set up and publish a broadcast campaign by following t...

Before you can use the WhatsApp Business API or other Meta business features with SleekFlow, your business must complete Facebook Business Verification. This verifies your organization’s legitimacy and unlocks advanced messaging capabilities. This guide walks you through the step-by-step process of submitting your business verification on Facebook B...

Per-message pricing (Effective since 1 July, 2025) Starting 1 July 2025 at 12:00 AM (based on your WhatsApp Business Account’s timezone), WhatsApp will move from conversation-based to per-message pricing for all businesses. Under this model, you’ll be charged per delivered template message, depending on its category.You will be charged: For each del...

WhatsApp Business API has a wider variety of message types compared to WhatsApp Business and Personal app. In this article, we explain the messages types you can send and receive using WhatsApp Business API, as well as their use cases.  Sending messages In SleekFlow, you can send the following message types via WhatsApp Business API: Free-form text ...

ℹ️ What’s supported in SleekFlow Here are the features available for Viber in SleekFlow: Connect multiple Viber Chatbots to a SleekFlow account Send and receive messages via Viber Bot Create and manage broadcasts via Viber Share your Viber QR code or account link so customers can message you directly If a feature isn’t listed here, it’s currently no...

In this article, we will guide you through setting up two-factor authentication (2FA) for your personal SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your account from unauthorized access. When your account has set up 2FA, an additional step is compulsory during the sign-in process, requiring you to p...

This article will guide you through navigating SleekFlow's Inbox and managing your conversations. Inbox panel Here you will find the following sections: My inbox: all conversations that are marked as "Assigned to me", "Collaborations", and "Mentions". An unread count will be present in these tabs to keep track of any unread conversations. Company In...

The data masking feature allows you to hide or encrypt sensitive details in incoming messages, contact information, custom object properties, and records through pattern masking using regular expressions (regex). This powerful tool helps maintain confidentiality and ensures compliance with data protection regulations. By implementing data masking, y...

SleekFlow offers a set of message actions that you can use when sending and receiving messages. When you hover over a message, you will find a 3-dot icon next to the message. Clicking on the icon, you will see a dropdown of actions you may choose. Aside from sending and receiving messages, you can also perform different actions in Inbox. In this gui...

ℹ️ What’s supported in SleekFlow Here are the features available for the Live Chat Widget in SleekFlow: Insert 1 Live Chat Widget to a website Send and receive messages Chat with website visitors in real time using SleekFlow Inbox Display widget messages bubble on a specific web pages with custom logics Capture lead details when a visitor starts a c...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Interaction” trigger node so you can initiate your flows based on expected circumstances.   Incoming message received  The "Incoming message received" trigger activat...

After signing up to SleekFlow, you may want to first manage or update details pertaining to your account, including your personal information or password. You can carry out these actions within your personal settings page, which you can access by following the steps outlined below: Click on the icon on the bottom left corner to access general settin...

To create a company account on SleekFlow, follow the steps outlined below. Step 1 - Head to the SleekFlow signup page Head to our signup page by clicking here . Step 2 - Create a personal SleekFlow account On the signup page, you can register for a personal SleekFlow account using 1 of the following 3 methods: Username, email, and password Please no...

All condition nodes require setting up in a node form, where you specify the parameters for a condition. In this article, we will guide you on how to set up every condition node so you can filter enrollments based on your desired criteria.    Contact property The "Contact property" condition evaluates a specific contact property of an enrollment, su...

🔒 The information in this section applies only to Admin account users     By connecting your Instagram account to SleekFlow, you can see and reply to messages in your Inbox. In this article, we will guide you through the prerequisites and steps needed to connect your Instagram account to SleekFlow. Note: An Instagram Business account is required to ...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Contact” trigger node so you can initiate your flows based on expected circumstances.  New contact added This trigger activates when a new contact is added to your Sl...

If the features and usage limits provided by your current plan cannot meet your business needs, you can upgrade your plan to a more scalable option. To explore the various paid subscription plans offered by SleekFlow, you can refer to the “Plan subscription management” article here for more details....

You can only edit and make changes to broadcast campaigns that are in "Draft", "Scheduled", or "Paused" status. To edit a broadcast:  Click on the broadcast in the table on the "Broadcasts" main page to access its settings page   Make the desired edits to the selected broadcast in the settings page. For more information on how to configure broadcast...

This article will provide an overview of Flow Builder, a feature on SleekFlow that enables you to build automation workflows. We will outline the different components of Flow Builder and how to best use it to achieve your desired business needs.  What is a flow? A flow is the visual representation of an automation workflow on Flow Builder. It consis...

Condition nodes evaluate enrollments based on set conditions, and determine the path they take in the flow depending on whether specified conditions are met. To add a condition node to your flow in “Flow Builder”: Add a new node to the flow   Click on "Condition", and select the condition you would like to add from the dropdown  ...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.     Ticketing trigger nodes in Flow Builder allow you to automate workflows based on ticket events in SleekFlow. These triggers help businesses manage support requests, track resolution progress, and improve customer service ef...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit WeChat's documentation here.     Here is a list of WeChat error codes, their possible causes, and suggested solutions: Error code Description Possible cause and suggested solution -1 System is busy. Try again later. System is ...

Conversion analytics helps you track and analyze user behaviors within your customer journey. By setting up conversion tracking events, you can monitor how customers engage with your business and measure key performance indicators. This feature enables you to optimize sales funnels, improve engagement strategies, and refine marketing efforts. In thi...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up every “Integration” trigger node so you can initiate your flows based on expected circumstances.    Webhook received ⚠️ The "Webhook received" trigger will only be available...

In this article, we will guide you through how to check and manage your SleekFlow subscriptions, payments, and invoices.   ℹ️ Note on permission  Only Admin users can access billing information and make billing changes to your SleekFlow account.    Plan details and usage limits To check your current plan subscription and usage limits: Navigate to th...

ℹ️ What’s supported in SleekFlow Here are the features available for WhatsApp Business API in SleekFlow: Connect multiple WhatsApp Business API accounts to a SleekFlow account Send and receive WhatsApp messages with customers  Create and manage Marketing & Utility message templates, with the following interactive buttons Quick reply Call-to-act...

In this article, we will guide you through managing your company’s SleekFlow account settings, including updating your company name.   Note on permissions Only admin and team admin users can access and update your company's SleekFlow account settings.   Manage your company's information Access the page to update your company's information by followi...

What’s supported in SleekFlow Here are the features available for the SleekFlow Platform API: Access SleekFlow data using RESTful API endpoints Create, update, and retrieve records such as contacts and messages Build custom integrations with your internal systems or tools If a feature isn’t listed here, it’s currently not supported in the SleekFlow ...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Google Sheet” action nodes so your flow can execute the appropriate tasks to achieve your desired outcome.  Before configuring Google Sheets action nodes, you will need to set up you...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit the Meta’s documentation here.   Here is a list of Instagram error codes, their possible causes, and suggested solutions: Error code Error sub-code Description Possible cause and suggested solution -2 2207003 It takes too long...

You can view and manage all the flows created within your company in the “Flow Builder” module. This guide will provide you with an overview of how you can manage your flows.   Flow list overview The "Flow Builder" main page consists of the following: Active flows limit - You will be able to view the number of active flows you have set up, and the a...

🔒 The information in this section applies only to Admin account users     SleekFlow provides three powerful Analytics Dashboards to help you monitor and improve various aspects of your business operations. Each dashboard serves a specific purpose, offering valuable insights and metrics to drive performance. This article provides an overview of the A...

SleekFlow supports various integrations to help you expand your business possibilities. By integrating your existing applications and platforms with SleekFlow, you can: Sync contact and custom object data across systems  Set auto-trigger actions in SleekFlow based on events in other applications and platforms Save time and effort by automating data ...

🔒 The information in this section applies only to Admin account users   The Live Chat Widget allows you to interact with website visitors in real-time, helping businesses engage potential customers, provide support, and track visitor behavior. By integrating the Live Chat Widget with SleekFlow, you can streamline communication and automate workflows...

In this article, you will be introduced to the suite of features under "SleekFlow AI" and learn how you can leverage AI to assist you and your team in maximizing the efficiency and effectiveness of your workflows.   What is SleekFlow AI? SleekFlow AI is a collection of AI features powered by OpenAI’s GPT-4 Turbo model that is built into the SleekFlo...

🔒 The information in this section applies only to Admin account users   🔒This process only applies to users with an existing WhatsApp Business API account   You can migrate your existing WhatsApp Business API account from another Business Solution Partner to SleekFlow by following the guides outlined in this article.   What can be migrated?  The tab...

SleekFlow allows you to manage and streamline your customer communications across various messaging channels such as WhatsApp, Facebook, Instagram, and more. To enable this, your company first needs to connect the messaging channels you are active on to SleekFlow.   For details on how to connect a specific channel, you can refer to the following gui...

As a trusted platform, we have implemented robust security measures to ensure the safety of your data. We currently support setting up two-factor authentication (2FA) for your organization and your SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enable...

Action nodes perform specific tasks when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems. To add an action node to your flow in "Flow Builder": Add a new node to the flow   Click on "Action", and select the category of action you would like to perform. These categor...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.   All action nodes require setting up in a node form, where you specify the parameters for the selected action. Ticketing action nodes in SleekFlow allow you to automate ticket creation and management within your workflows. The...

Staying organized is essential for effective communication and relationship management. Contact labels allow you to categorize and prioritize your contacts quickly, streamlining interactions and enabling personalized outreach. Combined with our Flow Builder, labels enhance your workflows by triggering specific actions based on contact properties. Th...

🔒 The information in this section applies only to Admin account users     Accessing connected Facebook Messenger channel You can follow the steps below to access your connected Facebook Messenger channels: Click the icon on the left navigation bar to go to the “Channel” page Select “Facebook Messenger” You will find the connected Facebook Messenger ...

Topic Analytics helps teams identify recurring themes, customer intents, and friction points in conversations. When set up thoughtfully, Topics give you more than just labels — they help you: Track real customer issues and feedback with clarity Detect sales opportunities and buying signals early Understand how users respond to campaigns or service f...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit LINE Developer’s documentation here.     Here is a list of LINE Business error codes, their possible causes, and suggested solutions: Error code Description Possible cause and suggested solution 400 Unable to use audience Unab...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “External integration” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send triggered message webhook ⚠️ The "Send trigger message webhoo...

There are different types of messages you can send in Sleekflow, in this article we will walk through all the different types of messages you can send. General message type Text messages Text is one of the most commonly sent message types. You can input text through the textbox to send out text messages.  In channels such as WhatsApp, it also suppor...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Messaging” action node so your flow can execute the appropriate tasks to achieve your desired outcome.   Send message ℹ️ "Flow Builder" currently supports WhatsApp Cloud API channels...

You can create new contacts from the "Contacts" main page, or import contacts through .CSV or .XLSX files. Manual contact creation To manually create a contact, you can: Go  to the "Contacts" main page   Click "Create new contact" in the upper right side of the screen   Fill in the information of the contact you would like to create   Click "Create"...

What’s supported in SleekFlow Here are the features available for Zapier in SleekFlow: Connect SleekFlow to thousands of apps using Zapier workflows Trigger Zaps based on SleekFlow events (e.g. new contact, new message) Send data from other platforms into SleekFlow to automate actions You can view the full list of supported triggers and actions here...

⚠️ Recently deleted contacts will be removed permanently after 14 days. They cannot be restored afterward.       Accessing deleted contacts Only users in Admin roles will be able to access the “Recently deleted contacts” page   You can access to the “Recently deleted contacts” page by following the steps below: Go to the Settings page by clicking th...

The SleekFlow AI Global knowledge base is a shared library of imported data used across all SleekFlow AI features — including AgentFlow, AI Smart Reply, and AI Writing Assistant. It ensures consistent, accurate responses by giving your AI access to the same source of truth across your workspace.In this article, we will guide you through adding and m...

Once you have created at least one custom object, you can leverage your custom objects to create records associated with your contacts. In this section, you can learn how to view, search, add, edit, and delete object records. Viewing custom object records To view the custom object records, you can reach the custom object record page by following the...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.     Managing customer inquiries effectively is crucial for providing excellent support and ensuring customer satisfaction. While Inbox is a great tool for real-time communication, it can sometimes fall short when it comes to or...

In some cases, you may encounter the "Unsupported" status for a message. This status indicates that the message you receive contains unsupported content or media that cannot be displayed. It could be due to incompatible file formats, unsupported file sizes, or other limitations. For more information related to the unsupported message per channel, pl...

What’s supported in SleekFlow Here are the features available for Salesforce in SleekFlow: Sync contacts between Salesforce and SleekFlow Map users between SleekFlow and Salesforce Create and update the following Salesforce object types via Flow Builder: Contact Opportunity Lead Account Campaign Custom object Trigger automated workflows based on Sal...

You can add contacts into different lists in order to segment them. This allows you to better classify and target your contacts.  Accessing contact lists You can view contact lists from the side menu in the "Contacts" main page or by clicking "View all" in the side menu, where you will be directed to the "All lists" page. To search for a list, input...

Any person who interacts with your business can be saved as a contact in SleekFlow, such as a potential customer messaging you on WhatsApp, a person who clicks on your Facebook Lead Ad, or a visitor who signs up on your website. You can manage all of these contacts in the "Contacts" page in SleekFlow. In this article, we will outline how to navigate...

Before you start a conversation with your customer, you may check the limitations of each channels’s supported message types, rules of initiating conversation here, conversation window here . Display name Display name feature is only available on WhatsApp channels   In WhatsApp channels, you can choose to display your username in the messages you se...

Locating specific conversations might be challenging if you are dealing with a high volume of them. In this article, we will outline the different ways you can locate conversations. Search with keywords An effective way to search for a conversation is to use keywords. To locate conversations with specific keywords, simply input the keyword into the ...

The “Conversation Analytics Dashboard” provides valuable insights into your inbox performance, allowing you to monitor message volume and evaluate team or agent efficiency. This dashboard is designed to help you optimize communication workflows and enhance overall team productivity.   Key conversation terms To understand the foundation of Conversati...

Managing your WhatsApp Business API account properly helps maintain a healthy sender reputation and prevents disruptions in your messaging workflows. This article outlines key best practices to keep your account in good standing and avoid getting restricted or banned.   Key terms Here are some terms you’ll see throughout this article and what they m...

The SleekFlow mobile is designed to help you manage your business communications, automate workflows, and stay connected with your customers anytime, anywhere. This guide provides an overview of the key features available on SleekFlow mobile and directs you to more detailed help center articles for each function.   Configuring mobile settings  Custo...

🔒 The information in this section applies only to Admin account users   After you have connected your WeChat channel to SleekFlow, you can follow the steps below to view and manage your connected WeChat channel: Go to “Channels” page by clicking on the icon on the left navigation bar You will be redirected to the channel settings page Click “WeChat”...

This article will outline how to use the flow log to troubleshoot your flows. The flow log enables you to have visibility into the execution status of each enrollment into a flow, allowing you to monitor the performance of your flows and troubleshoot any issues.   Flow logs To access the logs for a flow, go to the flow’s editor and click on the "Log...

ℹ️ What’s supported in SleekFlow Here are the features available for Telegram in SleekFlow: Connect multiple Telegram Bot accounts to a SleekFlow account Send and receive messages using Telegram bot accounts Set up Telegram channel as a broadcast channel to send marketing or announcement messages Share your Telegram code or account link so customers...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit Twilio's documentation here.     Here is a list of Twilio error codes, their possible causes, and suggested solutions:  Error code Description Possible cause and suggested solution 21401 The phone number you specified was not ...

What’s supported in SleekFlow Here are the features available for Facebook Lead Ads in SleekFlow: Connect your Facebook Pages to access and sync lead forms created under each page Automatically capture new leads from Facebook Lead Ads into SleekFlow View mapped contact properties and lead ad metadata in the contact info panel Trigger Flow Builder au...

🔒 The information in this section applies only to Admin account users     Note: Setting up “Integration disconnection alerts” is optional but recommended to ensure you’re promptly notified of any integration issues.     The “Integration disconnection alerts” feature ensures you stay informed about the status of your connected integrations. With this...

Update mobile settings You can update your profile, and update your security settings and system preferences by heading to “My Profile” > “Settings”. You can check the sections below for your settings changes.   Personal profile If you wish to update your personal info for your SleekFlow account, you can update them under “Personal profile”. Here...

AgentFlow lets you design smart, contextual AI agents using natural-language prompts. Whether you’re handling customer support, lead qualification, or FAQ automation, how you write your prompts directly impacts how your AI agent responds. This article will guide you through best practices for writing effective prompts and conditions — from tone and ...

What’s supported in SleekFlow Here are the features available for HubSpot in SleekFlow: Sync contacts between HubSpot and SleekFlow Map users between SleekFlow and HubSpot Trigger automated workflows based on HubSpot field values Create and update the following HubSpot object types via Flow Builder: Contact Custom object If a feature isn’t listed he...

From the contact details page, you can get a full overview of a contact including their details, any labels attached to them, lists or custom object records they are associated with, and more. You can also review the contact’s activity log to keep track of all the actions performed regarding them.  Navigating the contact details page To go to a cont...

The information in this section applies to admin account users   You can create a custom object on the “Custom objects” setting page. You can reach this page by following the steps below. Click on the  icon on the bottom left of the navigation bar The “Settings” sidebar will appear, you can then click on “Custom objects” under the “Contacts and Data...

Template manager allows you to view, create and delete WhatsApp template messages for all your WhatsApp accounts in 1 place.    WhatsApp Business account (WABA) Once the templates are approved by Meta, they will be shared across all WhatsApp Business phone numbers hosted in a WhatsApp Business API account (WABA). You may have up to 250 templates per...

Once you have created a custom object, you can edit the object display sequences, visibility, name and properties or delete the object from your SleekFlow account in the custom object settings page. To reach the Custom object page, you can refer to the section here .  Editing custom object configurations  Sequences Adjusting the custom object sequen...

🔒 The information in this section applies only to Admin account users     Before connecting your Viber channel to SleekFlow, you will need the following items:  A Viber Business Account A bot account on Viber Admin Panel   What is the Viber Admin Panel? The Viber Admin Panel is an online platform that allows you to create, configure, and manage Vibe...

🔒 The information in this section applies only to Admin account users     Note: If you have not created a LINE Business Account, please register one here.     Connecting your LINE Business Account to SleekFlow enables seamless messaging, automation, and customer engagement through the LINE platform. By integrating LINE, you can manage customer inqui...

This article will outline how to monitor the performance of your broadcast campaigns, so you can gain insights on areas for improvement or engagement optimization.    Viewing broadcast analytics To view the analytics of a published broadcast:  Click on it in the table on the "Broadcasts" main page to access its settings page   Click on the "History"...

What’s supported in SleekFlow Here are the features available for Make.com in SleekFlow: Build automation scenarios between SleekFlow and third-party apps Trigger Make.com flows based on SleekFlow activities Push or pull data from SleekFlow in custom workflows If a feature isn’t listed here, it’s currently not supported in our integration with Make....

Overview In SleekFlow, you can manage credits for your WhatsApp Business accounts (WABAs) using flexible options that align with your business needs. You can select from two main credit management methods: Pay with FBBA credits:  This method uses a “global wallet” through your Meta Business Account (MBA), allowing you to manage credits centrally at ...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up every “Conversation control” action node so your flow can execute the appropriate tasks to achieve your desired outcome. Change conversation status The "Change conversation status" action c...

Campaign Analytics in SleekFlow gives you a centralized view of how your marketing campaigns are performing. Whether you’re sending messages using SleekFlow’s native Broadcast feature or tracking campaigns from external platforms using an analytics tag, this dashboard helps you stay on top of key performance metrics. With Campaign Analytics, you can...

HubSpot trigger nodes allow you to automate workflows based on HubSpot records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in HubSpot trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency. Before setting up your “HubSp...

Note: These features and configurations are available only to users with the appropriate permissions. For further details, refer to our Help Center article on Roles and permissions.     What’s supported in SleekFlow Sync contacts and order details from VTEX to SleekFlow Sync your VTEX product catalog Manually send product or payment links in convers...

This article will outline the unsupported message types in SleekFlow with regards to sending and receiving messages via WhatsApp Business API. Sending messages In SleekFlow, you are unable to send the following message types via WhatsApp Business API: Reaction to messages Contact messages The following types of Template messages: Flow messages Produ...

Zoho CRM action nodes in Flow Builder enable seamless data synchronization and automation between Zoho CRM and SleekFlow. These nodes allow you to search, create, and update Zoho CRM records, ensuring that customer data stays up-to-date and relevant actions are triggered automatically. Before setting up your “Zoho CRM” action nodes, ensure that you ...

ℹ️ What’s supported in SleekFlow Here are the features available for WeChat in SleekFlow: Connect to 1 WeChat Service account to SleekFlow Send and receive messages with customers via your connected WeChat Service Account Create broadcast campaigns using a WeChat Service account as a channel If a feature isn’t listed here, it’s currently not support...

Zoho CRM trigger nodes allow you to automate workflows based on Zoho CRM records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in Zoho CRM trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency.  Before setting up your “Z...

This guide will help you distinguish different message statuses so you can easily track the progress and status of your messages  Sending When sending a message, a loading icon indicates "Sending", meaning that your message is currently being transmitted from your device to the recipient's device, and is in the process of being sent. This usually ta...

  Custom objects and contacts You can interact with your custom object records within the SleekFlow Inbox and contact profiles. Learn how to view and create custom object records in inbox and contact profile in SleekFlow. Inbox To view the custom object records in the Inbox, simply open the Inbox. In the Inbox contact panel, click on the custom obje...

ℹ️ What’s supported in SleekFlow Here are the features available for SMS (Twilio) in SleekFlow: Connect to 1 Twilio SMS number to a SleekFlow account Send and receive SMS messages via your connected Twilio number Create broadcast campaigns using SMS as a channel If a feature isn’t listed here, it’s currently not supported in our integration with SMS...

Flow triggers are the foundation of any automated workflow, defining the event that initiates your flow.  To add a trigger node to your flow in "Flow Builder": Click on the "Start point" node in the flow canvas   Select the trigger event that will initiate the flow in the "Select trigger" modal...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.   Aside from creating and managing tickets in the “Ticketing” tab, you can also interact with the Ticketing module in Inbox, allowing you to manage customer inquiries and requests while responding to conversations. This article...

In this article, we will guide you through setting up two-factor authentication (2FA) for your company’s SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enabled within a SleekFlow company account, an additional step is required for relevant users withi...

Enjoy SleekFlow’s features on the go by downloading SleekFlow’s mobile. We currently support iOS and Android versions. Learn how to download SleekFlow mobile in this guide.  Download SleekFlow mobile To download your SleekFlow mobile, please follow the instructions below: For iOS users, please click here or scan the QR code below. iOS: For Android u...

What’s supported in SleekFlow Here are the features available for Google Sheets in SleekFlow: Retrieve data from a connected Google Sheet to use in Flow Builder automations Match and extract row data based on a condition (e.g. phone number) Send dynamic messages using values fetched from a row Create new contact data or updates to Google Sheets auto...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.   After creating a ticket, you can manage the ticket in the “Tickets” tab and Inbox. To manage tickets in your Inbox, read this article to learn more.    1. Pre-defined filtered view When you land on the Tickets page, you will ...

In this article, we will guide you through how to manage your SleekFlow account settings, including updating your personal information, resetting your password, selecting your preferred SleekFlow version, and connecting with your clients through sharing your WhatsApp QR code. Manage your personal information Access the page to update your personal i...

Note: Ticketing modules are currently in limited access. Please contact our team to enable this feature for your workspace.     Configure the basic settings for the ticketing module in “Ticket Settings” to tailor it to your business needs. This article provides a detailed guide on accessing and managing ticket settings, including customizing ticket ...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this section, we will guide you on how to set up every Salesforce related trigger node so you can initiate your flows based on expected circumstances.   Before configuring Salesforce trigger nodes, you will need to set up ...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up Google Sheets trigger nodes so you can initiate your flows based on expected circumstances.   Before setting up your “Google Sheets” trigger nodes, ensure that you have alre...

HubSpot action nodes in Flow Builder enable seamless data synchronization and automation between HubSpot and SleekFlow. These nodes allow you to search, create, and update HubSpot records, ensuring that customer data stays up-to-date and relevant actions are triggered automatically.   Before setting up your “HubSpot” action nodes, ensure that you ha...

🔒 The information in this section applies only to Admin account users     After you have connected your SMS channel to SleekFlow, you can follow the steps below to view and manage your connected SMS account: Go to “Channels” page by clicking on the icon on the left navigation bar You will be redirected to the channel settings page Click “SMS” on the...

🔒 The information in this section applies only to Admin account users     After you have connected your LINE Business channel to SleekFlow, you can follow the steps below to view and manage your connected LINE Business channel: Click the   icon on the left navigation bar to go to the “Channels” page Select “LINE Business” You will find the connected...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this section, we will guide you on how to set up every custom object related trigger node so you can initiate your flows based on expected circumstances. Before configuring custom object trigger nodes, you will need to hav...

All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this article, we will guide you on how to set up Facebook Lead Ads trigger nodes so you can initiate your flows based on expected circumstances. Before setting up your “Facebook Lead Ads” trigger nodes, ensure that you hav...

All action nodes require setting up in a node form, where you specify the parameters for the selected action. In this article, we will guide you on how to set up a “custom object” action node so your flow can execute the appropriate tasks to achieve your desired outcome. Before configuring custom object trigger nodes, you will need to have at least ...

The error codes and messages listed in this article might not be up-to-date. For the most updated list of error codes, visit Viber's documentation here.     Here is a list of Viber error codes, their possible causes, and suggested solutions: Error code Description Possible cause and suggested solution 1 Invalid URL The webhook URL provided is not va...