# SaleSmartly

> Unify customer chats across WhatsApp, Messenger, Instagram, TikTok and more — with AI agents, automation, and CRM built for cross-border businesses.

SaleSmartly is an omni-channel customer communication platform that helps cross-border businesses engage customers across WhatsApp, Facebook Messenger, Instagram, TikTok, Telegram, LINE, Email, and more. It combines unified chat, AI automation, CRM, team collaboration, and real-time translation in a single workspace to accelerate sales and support.

## Core Pages

- [Homepage](https://www.salesmartly.com/): The omni-channel customer communication system, which mainly relies on manual customer service and supplemented by AI intelligent customer service, supports access to WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, Email, VKontakte, WeChat, Zalo and Youtube, providing cross-border enterprises with comprehensive online customer service and marketing solutions, covering all aspects from pre-sales to sales and after-sales.
- [Pricing](https://www.salesmartly.com/pricing/): SaleSmartly is an omni-channel customer communication platform with a variety of price plans to flexibly choose based on your business needs. The professional support team provides online answering services 7*14 hours a day. You can also enjoy a free trial when you register.
- [About](https://www.salesmartly.com/about/): SaleSmartly is an omni-channel customer communication system chosen by tens of thousands of cross-border enterprises. Through social traffic drainage, private domain operations, repurchase empowerment and other growth service solutions, it combines multi-channel collection, AI customer service automatic reception, customer management and precise big data analysis, etc. Marketing services help overseas companies achieve more efficient marketing.
- [Download](https://www.salesmartly.com/download/): Download the SaleSmartly client now to seamlessly manage your sales team! Supports multi-device synchronization of Windows, macOS, iOS and Android, follow up with customers, analyze data and improve sales efficiency anytime, anywhere. Safe and reliable, one-click installation, quickly start smart sales collaboration!
- [Integrations](https://www.salesmartly.com/integrationspage/): Connect sales and chat channels, an omni-channel customer communication platform that integrates real-time chat, WhatsApp, Facebook Messenger, Instagram, Telegram, LINE, email, and WeChat
- [Industry Cases](https://www.salesmartly.com/industry/): SaleSmartly has successful case studies in online customer service and private domain growth across industries such as retail, education, healthcare, manufacturing, logistics, tourism, and used cars. Through multi-channel message aggregation, AI-powered customer service, automated processes, tagging and user profiling, mass outreach, and lead management tools, SaleSmartly helps businesses improve consultation efficiency, reduce labor costs, and achieve continuous conversion and customer lifetime value growth.
- [WhatsApp Number Check](https://www.salesmartly.com/whatsapp/): Automatically detect whether a WhatsApp number is registered. Remove invalid contacts, improve WhatsApp bulk messaging efficiency, and reduce marketing costs with batch verification, API access, and real-time results.
- [Promotion](https://www.salesmartly.com/promotion/): The omni-channel customer communication system promoted by cross-border enterprises, participate in SaleSmartly promotion to start your road to cross-border gold nuggets. The rebates are strong, and a single rebate can be as high as 50%. There is no cap on new purchases, and you can enjoy the rebates upon renewal.
- [Security](https://www.salesmartly.com/security/): SaleSmartly is a professional online customer service system and cross-border private-domain communication tool that provides comprehensive data security and privacy protection. With ISO/IEC 27001, ISO/IEC 27701, and CCRC certifications, the platform helps protect customer communication and private-domain operations with compliance, encryption, security controls, and AI ethics principles.

---

## Features

### [Omni-Channel Chat](https://www.salesmartly.com/features/omni-channel-chat/)

**Centralize all your multi-channel messages in one place**

Sell, market, and provide support across live chat, WhatsApp, Facebook Messenger, Instagram, TikTok, Telegram, LINE, Email, VKontakte, and WeChat for a unified experience.

- **Engage the right audience**: Organize complex customer groups with hashtags and segments, enrich profiles with key details, and engage people on their favorite channels. Show customers you get them.
- **Keep customer data secure**: Agents can assist customers without direct access to store or channel accounts. Set custom role permissions to control access to sensitive data and key features. Ensure privacy without disrupting efficiency.

### [Automation & Chatbots](https://www.salesmartly.com/features/automatization/)

**Deliver customer support in seconds**

Ditch the grunt work and handle customer support in seconds. Slash response times and boost efficiency by automating repetitive tasks. Work smarter, free up your time, and focus on growing your business.

- **Turn triggers into instant action**: Automatically categorize contacts, respond instantly based on their messages, and organize them into lists for seamless follow-ups.
- **Send the right messages at the right time**: Use automation to categorize and assign customers based on their behavior and attributes. Set up smart auto-replies triggered by their interactions, organize them into targeted lists, and ensure seamless follow-ups. Tailor workflows to different scenarios and optimize automation.
- **Identify and answer customers with AI-powered chatbots**: Understand customer intent with AI-powered chatbots. Provide instant responses and professional support to keep customers engaged.

### [Collaboration](https://www.salesmartly.com/features/collaboration/)

**Streamlined communication for efficient teamwork**

Bring all your messaging channels into one one place. With automated chat routing and internal task assignment, your team can collaborate seamlessly and stay on top of every conversation.

- **Analyze team performance with data-driven insights**: Monitor data weekly or monthly to facilitate regular summaries. Compare customer service metrics to understand team performance and identify areas for improvement.
- **Support management in team scheduling**: Create schedules that keep your team productive without burning them out. Allocate tasks and working hours effectively, boosting efficiency and meeting customer needs.

### [Customer Relationship Management](https://www.salesmartly.com/features/customer-relationship-management/)

**Centralize, organize, and analyze all your customer information**

Build a comprehensive customer database, track every interaction and browsing history, and keep your data synced across all systems.

- **Deliver personalized service to build loyalty**: View order details and past conversations in one click to provide tailored support. Use buyer backgrounds to anticipate needs and deliver exceptional service.
- **Turn customer insights into actionable strategies**: Combine data from all channels to create a full view of each customer. Analyze chat histories and behaviors to strengthen relationships and drive business growth.

### [Data Analysis](https://www.salesmartly.com/features/data-analysis/)

**Track key metrics, spot trends and act faster**

Visualize connections across queries, channels, customers, products, and sales with interactive dashboards, turning raw data into actionable, shareable insights.

- **Compare & Analyze**: Whether you sell through a single channel or across multiple marketplaces and online stores, SaleSmartly consolidates all your data in one place for easy access and management.
- **Seamless team collaboration**: Effortlessly share key insights with your team, from weekly performance stats and customer satisfaction trends to multi-channel sales analytics. SaleSmartly delivers real-time data exactly when and where you need it.

### [Real-Time Translations](https://www.salesmartly.com/features/real-time-translations/)

**Break language barriers, connect globally**

With real-time translation, communicate effortlessly and unlock new international markets, no language skills required.

- **Real-time conversation translation**: Instantly translate customer messages in 134 languages, ensuring seamless communication regardless of language barriers.
- **Instant text translation**: Type your message, hit send, and we’ll automatically translate it into your customer’s language. Engage customers in their native language, boosting trust and satisfaction.

### [Omnichannel CRM & Customer Service](https://www.salesmartly.com/features/crm/)

**Unify customer conversations and data in one workspace**

Bring all customer conversations into one inbox with fast replies, team collaboration, and rich customer profiles.

- **Omnichannel Inbox and Centralized Management**: Manage conversations from WhatsApp, Messenger, Instagram, TikTok, Telegram, and your website in one inbox to improve response speed.
- **AI Assisted Replies and Real Time Translation**: AI helps identify intent and translate messages in real time, enabling faster and more accurate responses.
- **Customer Data Sync and Smart Tagging**: Automatically save conversation history and tags to build clear customer profiles and support more personalized follow ups.

### [AI Agents](https://www.salesmartly.com/features/ai-agents/)

**Enterprise AI Agents for Business Automation**

Build AI Agents capable of autonomous thinking and task execution based on advanced LLMs. AI can handle everything from lead generation to post-sales support and complex workflows.

- **Autonomous Thinking & Decision Making**: AI Agents go beyond simple auto-replies. They understand complex contexts, make autonomous judgments based on roles and goals, and execute actions accordingly.
- **Deep Learning & Self-Evolution**: Through continuous learning from business data, AI Agents become more aligned with business scenarios, providing more professional answers and efficient execution.

### [Precision Bulk Messaging](https://www.salesmartly.com/features/broadcast-messages/)

**Send messages to customers across multiple channels with one click**

Precisely reach your target audience. Flexibly set up groups, tags, and sending rules, and send messages simultaneously from multiple accounts to create high-conversion private domain marketing campaigns.

- **Precise grouping and targeted sending**: It supports grouping based on tags, sources, or customer behavior to achieve differentiated message pushes, making each mass message more closely aligned with customer needs.
- **Simultaneous mass messaging across multiple channels**: Send messages to multiple channels simultaneously, including WhatsApp, Messenger, Instagram, and TikTok, with a single click, ensuring consistent content and improving reach efficiency.
- **Personalized templates and automatic replacement**: By automatically inserting customer names, product information, and other details using variable templates, each mass message feels like a personalized conversation, improving customer satisfaction and interaction rates.

### [Traffic Splitting Links & Dynamic QR Codes](https://www.salesmartly.com/features/diversion-link/)

**Generate exclusive shunt links and QR codes for different channels  Easily track sources and effects**

Generate exclusive channel campaign links and QR codes, and track each campaign's performance and customer conversion paths.

- **Multi-channel exclusive tracking**: Generate unique links and QR codes for each promotional channel or campaign, clearly distinguishing customer sources and easily evaluating the effectiveness of each channel.
- **Data statistics and effect analysis**: Real-time statistics on QR code scans and clicks help understand customer behavior and conversion paths, enabling optimization of sales strategies.
- **Flexible management and updates**: It supports dynamically modifying the link target without regenerating the QR code, ensuring that the link/QR code information is updated in real time and does not become invalid.

---

## Use Cases

### [WhatsApp Private Domain Operation](https://www.salesmartly.com/solutions/whatsapp-private-domain-operation/)

**Boost your customer relationships with our WhatsApp integration**

Deliver standout customer service and unlock sales opportunities on the world’s most loved messaging app, all from a single, unified dashboard.

- **Streamline team collaboration for greater efficiency**: Easily allow teams to collaborate under one WhatsApp number or manage multiple accounts effortlessly. Zero Chaos keeps your crew focused and efficient on the SaleSmartly.
- **Automated WhatsApp chatbots for instant support**: Instant replies, smarter conversations set up interactive buttons, auto-respond to FAQs, and build AI-powered chatbots. Free your team to tackle high-priority issues while bots handle routine tasks.
- **Mass messaging for targeted outreach**: WhatsApp targeted broadcast campaigns sends personalized promotions, flash deals, or updates directly to customers. Smart campaign links share trackable links to guide customers into tailored journeys, perfect for launches and exclusives.
- **Serve customers globally**: Expand internationally without hiring a multilingual team. Use real-time translation to ensure smooth communication with customers in any language through WhatsApp Business.
- **Comprehensive analytics for smarter decision-making**: Gain complete insights into customer interactions across all channels. Use multi-dimensional data analysis to monitor team performance and refine business strategies for better results.

### [Social Marketing](https://www.salesmartly.com/solutions/social-marketing/)

**Best customer service tool for Facebook Messenger**

Centralize all your social media messages, connect multiple Facebook Pages in bulk, and automatically assign customer service agents, all while saving time and resources from one place.

- **Take customer care on social to the next level**: Manage all Facebook messages in one dashboard without logging into multiple accounts. Track every inquiry and resolve issues faster with full context.
- **Protect your brand reputation & boost engagement**: Monitor and reply to comments across posts instantly with SaleSmartly. Hide or delete harmful comments automatically, address complaints proactively, and maintain your brand’s reputation.
- **Stop sharing your Facebook login information with employees**: Effortlessly control access to your Facebook business pages through SaleSmartly’s integration. Add team members to SaleSmartly, enabling them to respond to Facebook Messenger inquiries while ensuring customer data security.
- **Supercharge team efficiency**: Empower customer service and sales teams to collaborate more effectively. Automatic message assignment and conversation tagging help remote teams resolve customer inquiries faster.

### [E-Commerce Smart Shopping Guide](https://www.salesmartly.com/solutions/independent-station-intelligent-guide/)

**The best customer communication platform for independent sellers**

Leverage ready-made templates designed for diverse shopping scenarios. Create personalized shopping assistants to boost sales performance and enhance customer satisfaction effortlessly.

- **Eliminate time-consuming data collection**: See purchase history, chat logs, and behavior patterns in one place to deliver hyper-personalized service. Automatically track customer needs and preferences, no spreadsheets required.
- **Enhance efficiency with AI-powered automation**: Automate responses and improve service quality with AI-powered tools. Reduce response times and increase efficiency, allowing your support team to focus on high-value interactions while you scale your business.
- **Increase customer lifetime value with personalized retention**: Create VIP discounts for loyal buyers, re-engagement campaigns for inactive users, or upsell paths for new customers. Automate follow-ups based on cart abandonment, browsing history, or purchase frequency.
- **Encourage better teamwork**: With all support channels in one tool, you'll be able to automatically assign sessions based on expertise and sales cycles, separate logistics issues from product issues, or focus on pre-sales issues.

### [B2B Lead Response Management](https://www.salesmartly.com/solutions/b2b-inquiry/)

**Optimise B2B sales funnel for maximum lead conversion**

Build a comprehensive customer database, track every interaction and browsing history, and keep your data synced across all systems.

- **Proactive customer engagement**: Answer questions in real time to build trust and keep prospects engaged. Analyze browsing behavior to personalize product demos and recommendations.
- **Social media chat widget**: You can connect with your customers in multiple social media chat widgets to provide better customer support and service.
- **Get a 360° view of customers**: Turn raw data into actionable insights with unified client histories (orders, chats, interactions). Organize leads into segmented lists for targeted follow-ups and nurturing.
- **Multi-channel access on desktop, mobile, and wechat mini program**: Manage inquiries on desktop, WeChat Mini Programs, iOS, or Android. Get notified of new leads instantly, anywhere, and reply in seconds.

### [SaaS Platform Customer Support](https://www.salesmartly.com/solutions/saas-tool-support/)

**Deliver fast, accurate, and personalized service at every stage**

From pre-sales inquiries, to sales and post-purchase support, provide quick, professional, and tailored assistance that meets customer needs and drives loyalty.

- **Close more deals with speed**: Respond to website visitors in seconds to turn prospects into paying customers. See browsing history and past interactions to personalize replies.
- **All-in-one platform for sales, service & marketing**: Manage emails, social media, and chat in a single workspace. Automatically assign conversations to the right team member based on expertise. Review full chat histories to maintain service standards.
- **Boost team productivity**: Equip agents with customer data before conversations start. Categorize leads by behavior and link chats to browsing activity, allowing agents to quickly understand needs and respond more effectively.
- **Stay connected anytime, anywhere**: Handle customer chats on iOS, Android, or WeChat Mini Programs with SaleSmartly. Get real-time alerts and reply on the go.

### [Email Management](https://www.salesmartly.com/solutions/mail-management/)

**Enhance communication and boost sales through email**

Streamline email interactions to strengthen client relationships, elevate your brand’s professionalism, and drive sales growth.

- **Centralized email management**: Consolidate multiple email accounts into a single interface to view, send, and receive messages without switching between accounts, thereby improving work and communication efficiency.
- **Professional email templates**: Access over 100 ready-to-use design templates tailored to your industry, including options for sales pitches, newsletters, and follow-ups. Easily customize layouts, calls to action, and branding using a drag-and-drop editor to boost open and click-through rates.
- **AI-powered automation and workflow optimization**: Automate cross-selling, client re-engagement, and lead nurturing. Send personalized follow-ups based on client behavior.
- **Track email performance**: Monitor open rates, reply times, and campaign ROI in real time. Identify trends, refine strategies, and launch targeted email blasts to capture high-value leads.

### [Customer Service Automation](https://www.salesmartly.com/solutions/chatbot/)

**AI powered automation for faster customer support**

Handle high volume customer conversations automatically with AI intent recognition and workflows, without adding more agents.

- **Overwhelmed by High Message Volume?**: SaleSmartly chatbots recognize customer intent and send instant replies, ensuring timely responses during peak traffic.
- **Automation Workflows for Complex Support Scenarios**: Automate tagging, comment moderation, group management, and route complex cases to live agents when needed.
- **AI and Automation for a Smarter Service Experience**: AI understands intent and triggers the right actions, making every interaction more natural and efficient.

### [WhatsApp API](https://www.salesmartly.com/solutions/whatsapp-api/)

**Register, Integrate, and Automate**

All-in-one management for your official WhatsApp API accounts

- **Official Blue Checkmark Certification**: By obtaining Meta Blue Check certification, you can showcase your brand identity, enhance customer trust, and avoid confusion and losses caused by counterfeit accounts.
- **Large-scale customer outreach**: It supports bulk messaging and automated triggering, enabling precise push notifications, events, and marketing information to all customers simultaneously.
- **Team collaboration and management**: It supports simultaneous login and conversational collaboration among multiple members, easily manages multiple communication leads, shares customer information across departments, and improves service continuity.
- **AI-automated customer service**: By combining AI chatbots, we can achieve 24/7 automated response and customer allocation, significantly improving customer service efficiency and experience.
- **Scalable and insightful**: By enabling multi-platform collaboration and intelligent insights through open interfaces, we help enterprises continuously optimize service experiences.
- **Integration and Data Analysis**: Deeply integrated with SaleSmartly, it supports CRM, customer service systems, marketing automation, and data tracking, providing unified insights into customer behavior and optimizing operational decisions.

### [Multi-Agent Team Collaboration](https://www.salesmartly.com/solutions/team-management/)

**Unified management of account ownership and member permissions
Standardize team collaboration processes**

Unify member account and permission settings, centrally view service records and quality inspection reports, and support standardized team management.

- **Unified account management to avoid confusion of ownership**: Centralize all team member accounts on the SaleSmartly platform to easily handle account ownership and inheritance issues, avoiding the hassle caused by departing employees' accounts.
- **Fine-grained permission settings ensure data security.**: Different permissions can be assigned to each member to control access to sensitive information and functions, ensuring safe and orderly team collaboration without worrying about data leaks or accidental operations.
- **Service quality inspection and monitoring to optimize customer experience**: The boss or administrator can view employee responses, conversation records and service quality in the system, easily conduct customer service quality checks, and ensure a steady improvement in customer experience and service level.

---

## Integrations

### [Chat Widget](https://www.salesmartly.com/integrations/chat-widget/)

The SaleSmartly online customer service chat system supports embedding in various independent websites such as shoplazza, shopify, shopline, shopyy, shoptop, wordpress, etc., allowing you to use SaleSmartly to communicate with customers in all your stores in real time on one interface.

- **Customize live chat to match your brand**: Design the style of the widget according to the brand tone to match the brand image. Support setting up informational surveys so you won't miss any leads. Advanced extensions meet more of your business needs and are more user-friendly. Set up a full range of widgets to increase the interactivity and attractiveness of your website.
- **Understand who is browsing your website and contact them**: View the visitor's web browsing track, understand the source of the visitor's channel, visited which product pages, so that you know in advance the intention of the visitor's consultation and targeted response.
- **Live chat and answer questions to increase sales**: Set up FAQ to provide answers to frequently asked questions to help customers quickly understand the product or service, saving customer service staff time and improving user satisfaction.
- **AI automated replies to improve support efficiency**: Use AI chatbot 7*24 hour autoresponders to answer customers' questions quickly and accurately through automation, improving the efficiency and quality of customer service.
- **Monitor results and adjust strategies**: Multi-dimensional data gives you an overview of online customer service quality and monitors the quality of your work. Omni-channel customer data analysis, new and old customers can be recognized at a glance.

### [TikTok](https://www.salesmartly.com/integrations/tiktok/)

SalesSmartly is designed specifically for TikTok merchants, integrating message management, CRM, automated processes and AI robots to help you efficiently manage comments and private messages, achieve accurate customer reach and improve conversion rates. It supports cross-border omni-channel customer operations and is a one-stop service for TikTok traffic!

- **Multi-account aggregate chat**: You can use SaleSmartly to integrate multiple TikTok personal accounts. After the messages are integrated, you can centrally manage private message replies, collaborate as a team to efficiently reply to customers, take on growth traffic, promote potential customers' orders, and improve conversion rates.
- **In-depth operation of private domain**: After introducing TikTok traffic into the private domain pool, you can easily establish a private domain user maintenance system by tagging and sending group messages, promote in-depth operations, and expand more business possibilities.
- **Intelligent handling of customer issues**: SaleSmartly's TikTok automatic reply and AI intent recognition technology can accurately identify customer intentions and support translation into more than 130 languages, enabling timely responses to customer needs, improving customer satisfaction and reducing customer complaints.
- **Centralized data integration and analysis**: By using SaleSmartly's centralized data analysis function, you can easily aggregate cross-account data, gain insights into user behavior and interaction patterns between different accounts, evaluate the effectiveness of cross-account video promotion and traffic guidance, optimize strategies, and more accurately capture TikTok's traffic, achieving secondary expansion of independent sites and private traffic pools (such as WhatsApp, etc.).

### [Facebook Messenger](https://www.salesmartly.com/integrations/facebook-messenger/)

Integrate your multiple Facebook homepages into SaleSmartly. You don’t need to switch accounts frequently. You only need to respond to all your account information and post comments in a timely manner on one interface, and close the relationship with customers through personalized interaction.

- **Improve your social customer service**: When you connect Facebook Messenger to SaleSmartly, you only need to receive all your Facebook messages in one interface. No more switching to log into the Facebook Messenger app, and no more worrying about messages getting missed. This can help you increase response rates and provide better customer service.
- **Protect your brand reputation & boost engagement**: With SaleSmartly's Facebook integration, you can view and respond to posts and comments in real time. If you have a customer complaint on your Facebook page, by using SaleSmartly you can keep track of all the comments, deal with negative comments, and protect your public image.
- **Home fan statistics**: One interface quickly and easily view the new fans of all FB accounts, so that you can better understand the operation of FB accounts
- **Facebook Account Management**: You can set whether to enable messenger and FB post comments according to your business needs, and you can configure customer service to make it easy to manage your FB account

### [Instagram](https://www.salesmartly.com/integrations/instagram/)

View and process post comments and reply to private messages through SaleSmartly, allowing you to maintain existing customer relationships and communicate with potential customers at the same time, and improve scrm conversion effects.

- **No code generation automation process required**: Customize and quickly build personalized conversations in a flowchart-based interface; If an IG user sends you a message with a specific, pre-determined keyword or phrase, it triggers the automation of the message, the entire conversation, and the business. Respond immediately to everyone who mentions your account in the story: Just send a thank you message to start the entire automated conversation.
- **Capture customer information**: Get a customer's email or phone number during a chat and save it in SaleSmartly's CRM system. You can also view and manage customer information in the CRM system.
- **Live chat**: Set up an unlimited number of team members to collaborate and chat one-on-one with Instagram users in real time.

### [WhatsApp](https://www.salesmartly.com/integrations/whatsapp/)

SaleSmartly provides cross-border enterprises with an efficient WhatsApp scrm tool, which enables group broadcasting, active triggering of marketing, and all-day reception of AI customers. It helps enterprises transfer high-quality customers to private domain traffic.

- **Team collaboration and sharing saves more time**: If you need to use multiple WhatsApp accounts at the same time, or share the same account with others, you can use account integration to enable coordinated management of WhatsApp or multi-number operations.
- **Create a private domain traffic pool**: Attach your WhatsApp chat diversion link to your social media account, guide customers to initiate chat, collect data from public domain traffic, convert it into your private domain traffic, and perform batch group operation management in private domain traffic to achieve transaction, re-purchase and re-introduction.
- **Customer information security protection**: You can control the rights of individual user roles to restrict access to specific data, sensitive information and functions, and support one-click customer information protection to protect important customer information.
- **Easily build any automatic reply using our drag-and-drop interface**: Use customer data to build relevant message streams and send customized marketing and service messages based on customer attributes, preferences, history and more to increase customer satisfaction and conversion rates.

### [WhatsApp Business API](https://www.salesmartly.com/integrations/whatsApp-business-api/)

WhatsApp's official website Api interface creates a new overseas business model, realizes mass messaging to precise intended customers, directly connects the button to private domain customer service with one click, and the official interface mass messaging enables global advertising and marketing.

- **Personalized marketing**: Use tags to group customers in the WhatsApp database and customize the corresponding WhatsApp promotional messages according to different groups of users, so that customers can learn about the campaign in the form of personalized messages.
- **Customize sending templates**: Customize personalized templates with support for adding hyperlinks and quick reply buttons so you can send messages more easily. Templates only take 1-5 minutes to pass the review, allowing you to quickly put them into business use.
- **WhatsApp Chat button**: You can customize the reply content and add buttons according to the needs of customers, and make your service more flexible and efficient through the WhatsApp automatic reply function. With one click, you can start interacting with customers around the world.
- **Multi-person teamwork**: Dynamically adjust the number of sessions that each customer can receive based on the customer service level and workload to improve customer service efficiency and satisfaction.
- **Archive chat session content**: Real-time monitoring, preservation and analysis of employee and customer communications for supervisors to conduct quality checks, risk control and service improvement.

### [Telegram](https://www.salesmartly.com/integrations/telegram/)

Automated community management improves team activity operation efficiency. With refined user management, behavior and tracking, you can control the instantaneous dynamics of the community.

- **Community management is easy**: Intelligent response provides multi-keyword trigger response messages, and supports automatic response for custom scenarios, greatly simplifying the work of building a community support system.
- **Accurate synchronization of information**: Information about individual members in SaleSmartly is accurately synchronized to avoid data conflicts caused by other bots in the group.

### [LINE](https://www.salesmartly.com/integrations/line/)

Use line's omni-channel communication and automation capabilities to establish closer connections with your customers and improve your customer service efficiency and sales conversion rate. Use SaleSmartly to make your line marketing simpler, smarter, and more effective.

- **Automatic response**: Robots solve more than 70% of repeated problems, reducing the burden of customer service manpower. Connect dialog boxes to easily interact with customers without the fear of being blocked.
- **List management**: Clear display of customer information, interactive records, labels, browsing tracks, deep insight into customer needs, mining interested customers.

---

## Industries

- [Retail](https://www.salesmartly.com/industry/retail/): Discover how retail businesses use SaleSmartly for new customer acquisition, AI-driven shopping suggestions, engagement, and customer loyalty. Leverage social media automation, AI chatbots, tag segmentation, user profiling, and bulk API messaging to boost conversion rates and lifetime value.
- [Education](https://www.salesmartly.com/industry/education/): Learn how educational institutions can leverage SaleSmartly for course consultation and registration, college application guidance, enrollment follow-up, student management, and parent-school communication. Through channel aggregation, automated reminders, AI chatbots, tag-based segmentation, and targeted push notifications, they can achieve efficient student recruitment, enhance the learning experience, and boost renewal conversion rates.
- [Healthcare](https://www.salesmartly.com/industry/healthcare/): See how medical and aesthetic medicine institutions use SaleSmartly to improve consultation efficiency, optimize appointment processes, and achieve follow-up care and repeat purchase activation. Through multi-channel aggregation, AI chatbots, automated processes, tags, and user profiling, SaleSmartly brings higher conversion rates and customer retention to aesthetic medicine institutions.
- [Manufacturing](https://www.salesmartly.com/industry/manufacturing/): In the manufacturing sector's global expansion, long sales cycles, complex follow-ups, and sales collaboration difficulties are common. This case study demonstrates how manufacturing enterprises use SaleSmartly to solve data fragmentation, unify customer management and sales processes, and achieve stable follow-ups and efficient conversions.
- [Logistics](https://www.salesmartly.com/industry/logistics/): In logistics, scattered inquiries, slow quotes, and delayed tracking feedback often impact customer satisfaction. This case demonstrates how logistics companies use SaleSmartly to aggregate multi-platform communication, automate quotes and progress updates, synchronously improving service efficiency and customer experience.
- [Travel](https://www.salesmartly.com/industry/travel/): Tourism services span consultation, booking, travel, and post-trip maintenance. A break in any link affects repurchase. This case shares how travel companies use SaleSmartly to manage the complete customer journey, achieving efficient reception, precise recommendations, and continuous interaction to enhance overall service experience and conversion.
- [Used Cars](https://www.salesmartly.com/industry/used-cars/): Used car transactions rely on trust and high-frequency communication. Manual follow-up is often inefficient. This case shows how used car businesses use SaleSmartly to achieve 'cold start', automate test drive appointments, and improve transaction transparency, shortening the sales cycle and enhancing customer retention.

---

## Alternatives

- [Manychat Alternative](https://www.salesmartly.com/alternatives/manychat-alternative/): Unify WhatsApp, Messenger, Instagram, Email, and Livechat on SaleSmartly. Combined with enterprise AI agents and automated workflows, it serves as the best Manychat alternative for cross-border teams to acquire, convert, and retain customers. Supports detailed feature comparison and migration assessment.
- [Respondio Alternative](https://www.salesmartly.com/alternatives/respondio-alternative/): Still troubled by Respond.io's high active contact fees, the $79/month Starter plan without workflows, and its closed AI ecosystem? SaleSmartly offers affordable plans with unlimited contacts, open integration with custom AI agents (HelpKnow, OpenAI Assistants, GPTBots, Coze, Dify...), and built-in smart routing links.
- [Wati Alternative](https://www.salesmartly.com/alternatives/wati-alternative/): Looking for a WATI alternative? Compare SaleSmartly and WATI across WhatsApp Business API, customer management, AI Agents, automation workflows, team collaboration, and multichannel customer operations.

---

## Help Center

### [Quick Start [Chat]](https://help-en.salesmartly.com/docs/live-chat-introduction)

Quick Start [Chat]-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionChatQuick Start [Chat]

Quick Start [Chat]

Introduction

Under the [Chat], you can communicate online with users from multiple channels, get an overview of the overall chat status, chat interface, and customer-related information, and have functions such as real-time translation, adding session tags and visitor tags, recommending products, and inviting users to review.

This article mainly introduces online chat to help you get started quickly.

Description

1. Quickly retrieve session and customer information

1.1 Retrieving chat sessions and customers

[Chat] provides many practical and powerful search functions to help you improve your efficiency during use.

• Click All on the left, and the merchant can filter according to the channel or message viewing status. This allows you to quickly and effectively view unread or unreplied user messages and filter users from specific channels.

• Click on the funnel on the left to filter customers based on their visitor tags, mobile phone numbers, last reply time, and email addresses, helping you find customers quickly.

1.2 Session List

By viewing the three session states of " Robot ", " Unassigned ", and " All Members (Assigned) ", members can know which visitors are not assigned and are still in the managed state. Members with the "View other members' sessions" permission can also click on the names of other members in the "Me" list to view their session information.

• Robot: When you enable the robot priority setting in [Setup] -Chat Settings, all new conversations will be prioritized to robot status. If it is not enabled, new conversations will be in unassigned status.

• Unassigned: New sessions will enter the Unassigned state by default. If the customer chooses to connect to a live operator in a robot-state session, the session state will change from an obot state to an Unassigned state.

• All Members (Assigned): When a customer service clicks to access the session or is automatically assigned to a customer service, the session status will enter the All Customer Service (Assigned) status.

You can view the basic information of the current session in the session display column to facilitate your subsequent session reference.

1.3 More operations

In the session list, you can select in batches , mark as unread/read , and pin conversations to the top , making it easier for you to manage your conversation list during use.

To learn more about retrieving sessions and customers, go to Quickly retrieve session and customer information for more information.

2. Real-time translation

Real-time translation: Click to start the online translation function, you can select the language used by the customer and set the language you use, and the messages between the two parties can be automatically translated to facilitate cross-language communication and improve communication efficiency.

• Automatically translate messages from customers (see red arrow)

• Automatically translate messages to customers (see blue arrow)

Stop translation: When you do not need automatic translation of messages, just click Stop Translation ; if you need to translate a single message, click the Translation button next to the message.

3. Multi-function chat window

3.1 Sending medium

In the chat window, it supports sending messages such as emails, emoticons, pictures, attachments, etc., as well as sending recommended products , inviting reviews , etc., to meet the needs of replicating multiple scenarios in actual communication.

3.2 Processing a single message

Now single messages support reply, recommended answers , adding to FAQ , translation, identifying visitor language, message withdrawal, @members and other functions.

Move the mouse pointer into the message to pop up executable operations.

• Reply: Customer service can quote and reply to a single message, highlighting the response to a certain message, which is direct and fast and reduces misunderstandings.

• Recommended answers: The system can also automatically match recommended answers and recommend answer methods based on the message content and the AI corpus to improve reply efficiency.

• Add to FAQ: Customer service can also add user messages to FAQ during the response process to help improve the AI corpus.

• Translation function: Single messages can also be translated directly.

• Identify visitor language: Accurately identify visitor language to facilitate communication between merchants and visitors.

• Message withdrawal: Supports the revocation of erroneous information, and specific revocation rules will be formulated according to different channels.

•@members: WhatsApp groups support @members.

4. Use common phrases

Talk library

During the chat, you can click on the right side of the speech library to send commonly used speech. At the same time, you can also click on the quick reply below the conversation window to expand the speech library to improve the professionalism and accuracy of the customer service reply.

5. Improve customer profile

5.1 Customer profile panel

You can view the customer information on the right, including access history , source channels, language used by users, region, and other information to help enrich user portraits for targeted marketing.

5.2 Adding guest tags and session tags

Adding visitor and session tags can help merchants mark customers so that they can implement targeted strategies later.

• Visitor tags: Merchants can add tags and notes to visitors to facilitate subsequent visitor management.

• Session tags: Customer service can tag conversations to facilitate supervisors to perform chat quality inspection/review in [ Client-Session Management ].

5.3 Add to blacklist

For customers who frequently post malicious comments on the merchant's Facebook page, frequently send unreasonable private messages, deliberately spread false information or slander the merchant, the merchant can choose to block these customers with one click in the chat interface to prevent their further malicious harassment, protect their own interests and avoid malicious harassment.

6. Intelligent AI makes chatting more convenient

6.1 Robot-hosted sessions

Robot hosting: You can choose whether to host the conversation in the chat. After turning on hosting, you can automatically manage the messages sent by users ( FAQ automation and triggering of automated processes ). Customer service can either manually handle messages sent by customers or use robots to automatically reply to customer messages, thereby improving the efficiency of processing user messages.

6.2 Quick reply ( Send FAQ )

When customer service replies to visitor messages, they can directly send the answers already set in the AI corpus for some frequently asked questions to improve response efficiency.

Frequently Asked Questions

1. If customer service cannot solve the user’s problem when communicating with the user, what solution is there?

You can select Reassign in the user information column to assign the user to other customer service staff. However, this function requires permission to use. For permission issues, please check the [ Setup-Team ] settings.

2. How does customer service handle Facebook Messenger messages after 7 days?

You need to select a tag relevant to the content you want to send, such as confirming event updates, after-sales updates, or account updates, and then enter content related to the tag topic.

3. After sending an "invitation to review" to a user, where can I view the review details?

Go to [ Client-Session Management ] and click the name of the corresponding customer service representative to view the corresponding user rating and user feedback.

4. Why don’t I see the option to “pin conversation”?

You need to switch all customer service/assigned accounts to a specified customer service account (that is, displayed as my account) before you can pin the customer service conversation to the top; however, administrators can pin the conversations of other customer service members to the top.

5. Where can I edit the FAQ?

You can add FAQs to set your common phrases and categories in the [ Robot-AI Corpus ] interface. In addition to adding FAQs in the AI Corpus settings page, you can also add FAQs for a certain message in the [ Online Chat ] interface, which is convenient and quick to enrich the knowledge base. Making good use of FAQs can greatly improve the efficiency of customer service responses.

6. How to cancel after being blacklisted?

You can select a customer in [ Client - Customer List ] and click on the details to remove the customer from the blacklist.

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Last modified: 2025-07-01Powered by

Product Introduction

Chat

Quick Start [Chat]

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Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

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Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

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How to Link Credit Cards to WhatsApp Business Accounts via Meta

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### [Quick Start [New Online Chat]](https://help-en.salesmartly.com/docs/newonlinechat)

2. Quickly Locate Customers

The session list interface features preset categories to help you automatically filter customers. With a single click, you can view customer sessions categorized as "Robot," "Unassigned," "All," "Unread," and more.

Mine: All customers currently assigned to you are listed here. This is the primary workspace for your daily tasks.

Robot: If you have enabled the "Prioritize Bot Reception" option under [Settings] > [Project Management] > [Chat Settings], all new sessions will initially enter the Robot status. If this setting is disabled, new sessions will go directly to the Unassigned status.

Pending allocation: All new incoming customers who have not yet been connected to an agent are found here.

Unread: All customers currently being handled by the Robot, as well as all Unassigned customers, are displayed here.

Filter: Click the "Funnel" icon at the top of the list to filter customers by specific criteria, including Visitor Tag, Phone Number, Last Reply Time, and Email.

### [Quickly Retrieve Session and Customer Information](https://help-en.salesmartly.com/docs/search-sessions-customer-info)

Quickly Retrieve Session and Customer Information-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionChatQuickly Retrieve Session and Customer Information

Quickly Retrieve Session and Customer Information

Introduction

Knowing how to quickly search for your customers or conversations in [Chat] is very helpful for improving the chat order rate and response efficiency. This article will mainly introduce the functions of filtering and searching conversations and customers in the [Chat] module.

Search and Filter Conversations

1. How to Search and Filter Customers

You can filter and search for conversations/customers in the upper left navigation bar, which will double your search efficiency in actual work.

Keyword Search:In the search box at the top of the chat list, you can search for customer names and nicknames; the system will match relevant conversations in real time.

Advanced Filter:Click the filter icon next to the search box to accurately locate content by customer or conversation type:

Customer:Visitor Tag, Social Media Account, Mail, Phone Number

Conversation:Reception members, Last Reply Time, Session generation time, Session type, Visitor's Last Reply Time

List Customization Settings: Click the [More] button, and merchants can customize the conversation list according to their personal habits.

2. View basic session information

2.1 Session status description

You can check three conversation statuses: My Conversations, Bot-Managed Conversations, and Unassigned Conversations, allowing customer service agents to identify which visitors remain unassigned or in bot custody.Agents with the permission of View Other Agents' Conversations can also click to filter by the names of other serving agents in the All Conversations list to view their conversation details.

My:Displays only the conversations attended by you personally.

Robot:When you enable the Priority Bot Reception setting in Settings > Project Management > Chat Settings, all new conversations will be routed to the bot by default. If this setting is disabled, new conversations will go to the Unassigned status.

Pending allocation:Displays only the conversations that have not been assigned to any customer service agent. All new conversations will default to this Unassigned status if the Priority Bot Reception is not enabled.

All:This view includes all active/unclosed conversations (including Robot, Unassigned and Assigned ones).

You can perform secondary filtering based on this All view below ⬇️

Unread:Displays all conversations with unread messages, including all customers being assisted by the bot and unassigned customers.

Awaiting reply:Displays conversations that have not yet been responded to.

One-on-one chat:Displays only one-to-one private conversations.

Group:Displays only group conversations.

Do Not Disturb:Displays conversations for which you have enabled the Do Not Disturb setting.

2.2 Basic session information display

You can view the basic information of the current session in the session display column to facilitate your subsequent session reference.

2.3 Setting basic session information

• Show guest labels in the session list

When the session list setting is turned on to show visitor labels , the visitor labels in the visitor information bar will be synchronized to the session list.

Click ... in the upper right corner > click List Settings > check Show Visitor tags

• The conversation list shows the note name first

When the conversation list setting is turned on to display the note name first , the visitor's note name will be displayed in the conversation list.

Click on the upper right corner ... > click on List Settings > check the box to display note names first

• The conversation list shows the social media account name

When the conversation list setting is turned on to display the social media account name , the visit conversation list will display the customer's social media account name.

Click ... in the upper right corner > click List Settings > check Show social media account names

3. Chat list annotation

3.1 Marking a read conversation as unread

By marking the chats hosted by the robot and in the assigned list as unread, merchants can be reminded of which chats have not been responded to, making it easier for merchants to deal with unread chats later! Similarly, unread chats can also be marked as read. When there are many chats that need to be marked, merchants can also mark them in batches.

Click ... on the right side of the conversation > click Mark as Unread/Mark as Read

3.2 Batch Selection

You can perform batch operations such as ending sessions, reallocating, unread/read, switching hosting , etc.

• End session: Change the session status to the ended session state. In the ended session state, the session will not appear in the Chat interface and can be viewed in [ Client-Session Management ].

• Reassign: Reassign the agent for this conversation.

• Unread/Read: Change the conversation to unread/read.

• Switch hosting: Click to turn on/off robot hosting. When robot hosting is turned on, FAQ auto-reply and automated processes will be enabled to automatically reply to customer messages.

Click ... on the right side of the session > click Batch Select > select the corresponding function below the list.

3.3 Top session

Each customer service representative can pin some of the conversations they are responsible for to the top, so that they can respond to key customer conversations in a timely manner. Administrators can pin other customer service representatives' conversations to the top.

Note: Ordinary members can only pin their conversations, while administrators can pin other members' conversations.

Click ... on the right side of the conversation > click Pin Conversation

4. View: Create Custom Work Groups

The view list is used for custom group management of messages. Users can create customer message groups according to their needs, so that users can locate conversations more accurately and quickly.

What is a view?

You can add different filter conditions below and save the selected filter conditions as a view. Customers who meet the filter conditions will appear in this view, making it easier for you to process your work quickly.

Once a view is created, it will be visible only to you and others cannot edit or delete your view.

4.1 Create a view

On the left side of the chat box of [Chat] is the view bar. Click [Create View] and a pop-up window will pop up to create a list. Enter [View Name], add filtering conditions and click Create.

Filter by:

(1) Visitor tags: You can filter based on the visitor tags set for the customer.

(2) Last reply time: You can filter by the period when the customer last replied.

You can choose one or both of the filtering conditions. Click [Or]/[And] in the red box in the figure below to switch.

The created group will be displayed in the view, and the position of the group can be changed directly by dragging.

4.2 Edit view

If you need to change the filtering conditions of a group, you can move the mouse to the group, and then a three-dot icon will appear on the right. Click it and select [Edit View].

The system will pop up an [Edit View] pop-up window, just make changes on it and click [Save].

4.3 Deleting a view

If you need to delete the group, you can move the mouse to the group, and then a three-dot icon will appear on the right. Click it and select [Delete View].

The system will pop up a second confirmation window. Click [Delete View] to successfully delete it.

4.4 Hiding views

If you do not need to use the view (custom grouping) function, you can choose to hide the view column.

Move the mouse to the three horizontal bars on the right side of the view, and two options will appear: [Collapse to side display] and [Hide view].

(1) Fold to display sideways

The view bar will become a logo with only the first letter of the group name. You can directly click the logo to select the group.

Click the three horizontal bars above to restore the page before hiding.

(2) Hide view

Completely hide the view bar. If you want to select a group, you can move the mouse to the three horizontal bars to display the group.

Click the three horizontal bars to restore the page before hiding.

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Quick Start [New Online Chat]

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Translate Customer Language

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Translate Customer Language](https://help-en.salesmartly.com/docs/customer-language-translation)

Translate Customer Language-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionChatTranslate Customer Language

Translate Customer Language

Introduction

Real-time translation can solve the multilingual barriers caused by cross-border communication. Learning how to use the translation function can reduce chat costs.

This chapter will focus on the setting and use of the translation.

Description

1. Translate the visitor's language

After turning on the translation button, the system can automatically identify the customer's language and translate it. (As shown below)

Note: Sometimes the visitor's device IP does not truly represent the visitor's language. We will explain how to switch the visitor's language later.

Real-time translation: Click to start the online translation function, you can select the language used by the customer and set the language you use, and the messages between the two parties can be automatically translated to facilitate cross-language communication and improve communication efficiency.

Click "Translate" to translate the visitor's language in real-time.

Note: After starting online translation, the language you send will also be translated in real-time. You can also switch the language you translate to your visitors.

Turn off translation: To disable automatic message translation, simply click the translate button again. For translating individual messages, click the translation icon next to the specific message. For detailed instructions, please refer to the translation help document in the client language.

Click the Translate button. Once it turns gray, the real-time translation feature will be disabled.

2. Single sentence translation

You can translate the single sentences sent by visitors.

Move your mouse over the visitor's sentence and click on the Translate that appears on the right.

3. How to know the language of visitors?

The system supports the function of identifying the visitor's language for a single sentence, helping you to obtain the visitor's language by identifying the sentences sent by the visitor. It can help you switch to the correct language for communication.

Move the mouse into the visitor's sentence > click the Recognition of visitor language that pops up on the right > click OK to switch the recognized visitor language.

4. How to preview and edit the translation before sending it?

The system supports the translation editing and preview function. After you start online translation , you can click the Translation Preview function switch.

After you enter the corresponding content in the input box, click on the left to preview the translation of the current content. You can also edit and enter the translation. After confirming that it is correct, click on the lower right to select Translation Sent to successfully send the edited translation.

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Quickly Retrieve Session and Customer Information

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Multi-function Chat Window

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Multi-function Chat Window](https://help-en.salesmartly.com/docs/multi-feature-chat-window)

Multi-function Chat Window-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionChatMulti-function Chat Window

Multi-function Chat Window

Introduction

SaleSmartly has a wealth of chat functions, and mastering them can help you effectively improve your reply efficiency.

This chapter will focus on the chat window.

Description

1. Process a single message (process visitors)

The single message now supports the following functions: message reply, translation, visitor language recognition, message recall (for your own messages), smart reply, add notes, @mention members, etc.

Hover your mouse pointer over the message box to display the available operation functions.

1.1 Reply

Reply: Customer service can quote and reply to a single message, highlighting the response to a certain message, which is direct and fast and reduces misunderstandings.

1.2 Translation function

Translation function: Single messages can also be translated directly.

1.3 Identify visitor language

Identify visitor language: Accurately identify visitor language to facilitate communication between merchants and visitors.

1.4 Message retraction

Message withdrawal: Cancel the successfully sent message within the specified time

Note: Chat plugins and WhatsApp support withdrawal.

1.5 @Member

@members: WhatsApp groups support @members.

2. Handle customer service messages

Customer service can also perform secondary processing on the messages they send, including withdrawing, quoting, adding scripts, and translating.

2.1 Withdrawal

By clicking "Withdraw" , customer service can withdraw the message they just sent to reduce misunderstandings caused by the reply.

2.2 References

Quote: Customer service staff can quote their own messages and attach new descriptions to help customers better understand the customer service staff's statement.

3. Quick reply (send common phrases)

When customer service replies to visitor messages, they can directly send answers to frequently asked questions using the pre-set answers in the talk library to improve response efficiency.

Talk library: You can create some scripts that customer service staff often use in daily conversations. The configured script library can be sent directly into the conversation to improve reply efficiency.

4. Recommended products

After the independent website merchant is bound to salesmartly, the customer service can send product cards to users in the chat interface and directly guide customers to place orders.

Note: This feature is currently only available for independent website merchants.

Click on the recommended product in the chat window > click send.

5. Send email

Salesmartly supports replying to visitor's messages via email.

• When a visitor uses email to inquire about relevant information or is offline, but the merchant has the visitor's email address, the merchant can reply to the message via email.

• If the merchant does not have visitor email information, you can go to [ Integration - Chat Plugin ] to enter the create/edit plugin. By setting up the pre-chat survey/offline information retention function, you can collect the user's email information, so you can use email to reply to the user's message in the chat box.

6. Invitation for evaluation

In the chat interface, customer service can send an invitation to users to make an evaluation . After receiving the evaluation invitation, the customer can give a score and an evaluation.

After the user has completed the evaluation, the user's evaluation details can be viewed in [Client-Session Management].

7. Messenger message label

Messenger message tags : When a conversation in Messenger exceeds 7 days, when the customer service enters a message in the chat box, they need to select tags related to the content to send it together.

7.1 Confirming event updates

Send reminders or updates to users who have registered for an event (e.g., RSVP, purchased tickets). Can be used for both upcoming and ongoing events:

• Send reminders to users of scheduled upcoming classes, appointments, or events.

• Confirm that the user has made an appointment or attended an event or appointment for which he/she has accepted an invitation.

• Notify users of transportation or travel schedule news, such as arrivals, cancellations, baggage delays, or other status changes.

7.2 After-sales update

Notify users of updates on recent purchases, used to

• Transaction confirmation, such as a statement or receipt

• Notification of delivery status, such as goods in transit, shipped, delivered or delayed

• Changes related to orders you have placed, such as credit card declines, out-of-stock items, or other order updates that require action by you

7.3 Account updates

To notify users of non-periodic changes to their applications or accounts, for:

• Application status changes (e.g., credit card, position)

• Notifications of suspicious activity (e.g., fraud alerts), etc..

8. Search chat messages

You can click the [Search Chat Information] button in the upper right corner of the conversation to retrieve previous text, pictures, videos, and attachments in the conversation.

Text information needs to be searched by inputting keywords, and pictures, videos and attachments can be displayed directly.

9. Send WhatsApp personal number and business card

In the reply box of the WhatsApp channel, you can directly send WhatsApp contact business cards.

Click [Send Contact] and enter the name and phone number in the pop-up window to send the business card information.

After sending, the effect is as follows:

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Translate Customer Language

Next

Use Common Phrases

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Use Common Phrases](https://help-en.salesmartly.com/docs/use-saved-replies)

Use Common Phrases-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionChatUse Common Phrases

Use Common Phrases

Introduction

Commonly used scripts can help customer service to answer customers' questions and effectively increase the order conversion rate.

This chapter will explain the use of the speech library and the simple configuration of the speech library. For a detailed configuration of the speech library, please jump to the talk library document for reference.

Functional

1. Use of the speech library

During the chat, you can click [ Talk Library] on the right to send commonly used speech. At the same time, you can also click [ Quick Reply] at the bottom of the conversation window to expand the speech library to improve the professionalism and accuracy of customer service replies.

Click on the speech library on the right > click to send the desired reply.

Click on the quick reply at the bottom of the chat window > click to send the desired reply.

2. How to add a talk library

You can go to the [ Client - Word Library ] interface to add, edit, import/export scripts, etc.

Go to [ Client - talk Library ] > click to add words > fill in specific parameters > click OK to add it successfully.

If you want to know a more detailed introduction to configuring a speech library, you can click on the talk library document to check it out.

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Multi-function Chat Window

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Improve Customer Profile

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Improve Customer Profile](https://help-en.salesmartly.com/docs/build-customer-profile)

Improve Customer Profile-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionChatImprove Customer Profile

Improve Customer Profile

Introduction

Using SaleSmartly's customer information can help you improve your customer profile and implement targeted marketing strategies.

This chapter will focus on customer information and customer feature tagging functions to help you understand the use of these functions in detail.

Description

1. Customer profile panel

Click on the customer information on the right to view detailed customer information.

From top to bottom, this includes: customer name, customer email, customer mobile number, social media channel, social media account, customer language, customer region, IP address, customer browser environment, customer access source, customer access trajectory, visitor tags and notes.

1.1 Add customer note name

Customer notes can be edited to easily identify specific customers.

Click the edit icon on the right side of the customer name > modify the note name > and click OK to complete the editing.

1.2 Add/Modify customer information

You can add/set the customer's visitor email and mobile phone number by yourself.

In addition, you can also copy the customer's mobile number or email address.

Click the edit icon to the right of the customer's email address/mobile phone number > fill in/modify the content > and click OK to successfully edit.

2. View visitor information

2.1 Social media account information

You can view social media channels and social media account names.

• Social media channels: The social channels you currently use to communicate with your customers. (e.g. Messenger, Instagram, etc.)

• Social media account name: The name of the social media account you are currently using. (eg, your Facebook homepage name, WhatsApp device name, etc.)

2.2 View the customer's source information

You can view customer visit information, including the visitor's language , visitor's country/region , visitor's IP address , and visitor's device information from top to bottom, to help enrich the user's portrait for targeted marketing.

2.3. Customers’ sources and browsing history

By checking the user's access source, you can understand from which platform or advertising post the customer enters the chat, which will help you formulate subsequent marketing strategies.

By viewing the user's browsing history , you can see the user's first visit, source page, and most recent visit history.

Click More Tracks to view the tracks that customers have recently browsed.

3. Add a guest tag

3.1 Add visitor tags and notes

Merchants can add tags and notes to visitors to facilitate subsequent visitors' search and return chats.

To learn more about visitor tags, go to the tag management documentation.

Click the customer profile on the right > click +Guest Tags > select a tag > click OK to add a guest tag.

Click on the customer information on the right > click on the note to edit > fill in the note content > click OK to add the visitor note.

How do I manage and add guest tags?

Add tags: Click [ Client-Tag Management ] > Click the Visitor Tag page > Click Add Tag.

Edit: Click Edit to enter the editing interface.

4. Session tags

4.1 Adding session tags and session notes

Conversation tags : Customer service staff can tag conversations to facilitate supervisors to conduct chat quality inspection/review in [ Client-Session Management ].

Click the conversation message page on the right > click +Session Tag > select the corresponding conversation tag to add it successfully.

Click the note editing button > fill in the conversation tag content > click OK to successfully add the conversation note.

When the visitor finishes the consultation, the customer service can click to end the session , and can also add tags and notes to the session. After the session is ended, the visitor will be included in the managed or unassigned list when he visits again.

Click + Session Tags in the upper right corner of the chat window > select a conversation tag > click OK to add it successfully.

4.2 Managing/Editing session tags

You can edit and add session tags in the [ Tag Management ] interface to facilitate your use in actual work.

Click [Client - Tag Management] > Select the Session Tag tab > Click Add Tag > Fill in the information to successfully add the session tag.

If you want to know more about session tag settings, you can jump to the tag management document for reference.

5. Blacklist

5.1 Add to blacklist

For customers who frequently post malicious comments on the merchant's Facebook page, frequently send unreasonable private messages, deliberately spread false information or slander the merchant, the merchant can choose to block these customers with one click in the chat interface to prevent their further malicious harassment, protect their own interests and avoid malicious harassment.

Click the Customer Information page > Click to add to blacklist > Click OK and end the session.

5.2 Remove from blacklist

You can go to [ Client - Customer List ] > select a customer > click Details > click Remove from Blacklist.

Share this Article

Previous

Use Common Phrases

Next

Add Order Information

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Add Order Information](https://help-en.salesmartly.com/docs/6ZJeSlGW)

Add Order Information-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionChatAdd Order Information

Add Order Information

Introduction

Adding notes about customer order information next to the conversation window allows customer service to quickly obtain customer order information, which helps reduce the error rate during the service process.

This section will introduce in detail how to create and set order information notes. For a more in-depth understanding of order information management, please refer to the relevant documents on form management.

Description

1. Order management panel

Click Order Management on the right side of the conversation to view detailed order information of the customers in that conversation.

You can note these six pieces of information: order number, remarks, order amount, payment amount, creation time, and creator.

Chinese Version：

ID: Used to distinguish and track each order. Usually composed of letters and numbers, it helps merchants and customers check order status and records easily.

Order Name: The name of the order.

Platform: The platform where the order was created.

Remarks: You can add notes as needed, such as item type, quantity, customer region, etc.

Order Amount: The total transaction amount of the order.

Payment Amount: Applicable to installment or phased payment scenarios, such as deposit and final payment.

Creation Time & Creator: Automatically generated by the system according to the time and operator when the order was created; this information will not be affected by later edits.

2. Set order information

2.1 New order information

Click New Order in Order Management > Fill in the number, name, status, platform, remarks, and amount > click Submit to successfully create the new order.

2.2 Edit order information

Click on the order information in the order management > directly edit the information that needs to be modified > click Submit to successfully edit.

2.3 Deleting order information

To delete order information, you need to go to [Client] - [Form Management].

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Using AI to Make Chatting More Convenient

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Using AI to Make Chatting More Convenient](https://help-en.salesmartly.com/docs/ai-powered-chat)

Using AI to Make Chatting More Convenient-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionChatUsing AI to Make Chatting More Convenient

Using AI to Make Chatting More Convenient

Introduction

Automation can greatly reduce members' response energy while improving the accuracy and efficiency of responses.

This article will focus on how to use automation and its application in [ Chat ].

Description

1. Bot hosting sessions

Robot hosting: You can choose whether to host the conversation in the chat. After turning on hosting, you can automatically manage the messages sent by users ( FAQ automation and triggering of automated processes ). Customer service can either manually handle messages sent by customers or use robots to automatically reply to customer messages, thereby improving the efficiency of processing user messages.

For example:

①You have created an automated process in automated process that "sends a welcome message when a customer enters the chat window."

② In addition, you have also turned on the robot hosting. (Turning on the hosting will start the automation process)

③When the customer enters the chat window, a welcome message will be automatically sent because you have enabled hosting. (As shown above)

2. Set up automated processes

Text tutorial ⬇️

2.1 Automated creation

In [ Robot-Automation Process ], you can manage and create your automation process.

Click New Flow > Select the channel you want to automate (using the Messenger channel as an example) > Click Next step.

2.2 Introduction to automation components

The automation process settings mainly include three components: triggers, conditions, and actions . The rich combination of different components can realize different business scenarios.

Trigger: Once the trigger is triggered, the automation process will continue to the next action. Different triggers can be set for different situations.

Action: After being triggered by the previous trigger, the action will be executed. Different actions can be performed on customers, such as sending messages, adding visitor tags, etc.

Conditions: can be added between triggers and actions to perform different actions for different scenarios.

2.3 A simple automation case

2.4 Automated configuration

After creating the automation, you can configure it to the corresponding social media channels to implement automated responses.

After editing the automation process, click Create > click Configure > select the social media account you want to link > click OK.

At the same time, you need to start it in the [ Automated Process ] interface.

For detailed creation and use of automation processes, please jump to the automation process documentation for details.

3. Automated reply configuration

SaleSmartly provides a wealth of basic automation-related settings. Setting a configuration that suits you will help improve members' response efficiency.

Note: Only members with basic setting permissions can set chat settings.

In the [ Setup - Project Management - Chat Settings ] interface, you can enable relevant basic settings:

Priority robot reception: When turned on, visitors will be given priority to enter the [ Chat-Robot ] session state. Simply put, the robot will use automated processes and AI corpus to give priority to receiving visitors.

Keep hosting: When turned on, robot hosting will be enabled by default even after the session is joined by a member.

Member input association: When turned on, when members enter data in the input box, they will be automatically prompted with FAQs or phrases related to their input content to help them make choices and respond quickly.

After member input association is enabled, when a member enters a keyword containing FAQ or speech library, association will be triggered. You can select and send it quickly.

Translation settings: Once turned on, the visitor's language will be automatically recognized and customized configuration can be performed

Share this Article

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Add Order Information

Next

Client

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

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Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Quick Start: Customer Management](https://help-en.salesmartly.com/docs/customer-management-introduction)

Quick Start: Customer Management

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HomepageProduct IntroductionClientQuick Start: Customer Management

Quick Start: Customer Management

1. Overview

The part of the [ Client ] allows you to manage customers, conversations, tags, and response templates. Mastering this part helps improve response efficiency, refine customer profiles, and drive business growth.

2. Key Features

2.1 Customer List

This section displays comprehensive customer details, including phone numbers, emails, channel sources, visitor tags, and more. You can also re-engage users via chat, send bulk messages/emails, and assign tags to streamline marketing strategies.

2.1.1 Quickly filter your customers

Use the search bar to find customers by key details. Apply advanced filters to target specific customer groups (e.g., by tags, status, or activity).

2.1.2 Batch Customer Management (Add, delete, export, etc.)

Perform bulk actions: Add, delete, tag, or export customers in the [Customer List] for seamless integration with your workflows.

2.1.3 View Details & Re-Engage

In the [Customer List], you can view customer information and reply to chats.

Click a customer’s name or details to view their full profile. Select Talk Back to resume conversations in their chat history instantly.

2.2. Session Management

Monitor active and closed conversations, conduct quality checks, and review interactions to improve service standards.

2.2.1 Search Conversations Efficiently

Filter conversations by date, agent, status, or duration for quick retrieval In [Session Management].

2.2.2 Check the Conversations data

Click a contact’s name to review their chat history, search messages, or view customer ratings.

Use the Search Chat Content feature to scan all conversations for specific keywords:
Go to Session Management > Enter keywords > Click Search.

Click on the contact name >, search for chat content above, view the customer's rating on the right >, and click the talk back button below to chat back.

In addition, you can search chat content for all conversations.

Click [Session Management] > Click to search chat content > Enter the search content > Click to search.

2.3. Tag Management

Organize visitor tags and session tags to segment audiences for targeted campaigns or automation.

2.3.1 Visitor Tags

In [Tag Management - Visitor Tag], you can manage your visitor tags, including classification, addition, editing, and deletion of tags. Improving visitor tags will help you locate customer information more accurately and categorize customer at work.

2.3.2 Tag Management

In [ Tag Management ], you can manage your session tags. You can create up to three levels of session tags to best suit your different work scenarios.

2.4. Word Library

Store and manage frequently used replies, categorized by language, to speed up responses and boost conversion rates in the material library.

2.4.1 Management of the Word Library

The [Word Library] contains multiple template categories (e.g., by language or topic). Add, edit, or delete templates, and attach images for richer context to help you better solve customer problems.

2.4.2 Use of the Word Library

You can quickly insert pre-saved templates from the Word Library at the [Chat]. For detailed instructions, refer to the guide on how to use the speech library.

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Customer List

Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

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Using AI to Make Chatting More Convenient

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Session Management

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Tag Management

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How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

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Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

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LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

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WhatsApp API Costs: Pricing Structure & Fees

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Access Tutorial

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Practical Tutorials

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A Complete Guide to Master Webhooks

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API Interface Header Parameter Acquisition Instructions

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Video Tutorial

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Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Customer List](https://help-en.salesmartly.com/docs/customer-list)

Customer List

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HomepageProduct IntroductionClientCustomer List

Customer List

1. Introduction

Centralize customer data, including phone numbers, emails, channel sources, and visitor tags, and streamline engagement with tools for mass messaging, tagging, and targeted marketing. Optimize user management and campaign planning in one platform.

2. Key Features

2.1. All customers

"All Customers" refers to every user who has either opened the chat plugin or interacted with any social media account connected to SaleSmartly (such as Email, Instagram, LINE, WhatsApp, Telegram, etc.).

2.2. My clients

"My Clients" on the other hand, refers specifically to the users that support agents, have personally assisted. This includes users who have opened the chat plugin or communicated via any social media account linked to SaleSmartly (e.g., Email, Instagram, LINE, WhatsApp, Telegram, etc.).

2.3. View customer profiles

In the [Client - Customer List], you can view the social media channels, social media account information, current customer service, email, mobile phone, country/region, city, language, visitor tags, status, notes, creation time, last communication time, visitor's last reply time, translation language and other information of effective customers.

Of course, you can also customize the display columns and select the information categories you want to display in the information bar, as shown below:

2.3. Filter Users

Users can be filtered based on creation time, channel, name, email, mobile phone, country, city, language, visitor tag, note, note name, status, note name, blacklist, group type, current customer service and other information.

Quickly locate your target group and conveniently send group messages, and group emails, tag them, and export user data.

2.4. Import and Export User Data

2.4.1 Import data

Bulk import: You can select Excel file or manually copy and paste to bulk import customer data from WhatsApp API, Email, and WhatsApp App to [Contacts] to facilitate the management of your users.

Excel: Before using Excel import, you can download the Excel template and modify it according to the prompts in the template; you can apply tags to help you better manage these users during import.

Manual:

• WhatsApp API: When importing customer WhatsApp accounts, you need to select the WhatsApp account to which you want to assign the imported customers. You can also choose to assign the imported customers to a specific customer service account.

• Email: After importing user mailboxes, you need to select an email account to chat or send group messages to the imported customers. At the same time, you can also assign the imported customers to a designated customer service account.

WhatsApp App: After importing the user WhatsApp App, you need to select the WhatsApp App account to chat or send group messages to the imported customers. At the same time, you can also assign the imported customers to the designated customer service account.

Notes: SaleSmartly currently supports importing up to 15,000 rows at a time; Chinese numbers cannot be imported and will be automatically blocked.

After the bulk import, you can confirm the import result again. If the import fails, you need to modify it according to the prompt message or click to view the common import failure questions: https://help-en.salesmartly.com/docs/customer-list/#af2a4d2810d86aa0169c117f82682f9a to import again.

2.4.2 Information export

You can also export user information. SaleSmartly supports exporting up to 10,000 pieces of data at a time. Extract up to 10,000 records per batch for reporting.

2.5. Talk Back

Click on the user's name to view the user's chat details and basic information. You can also click talk back to start a conversation and reach the user again.

2.6. Bulk Actions

2.6.1 Labeling

Select Batch Operations> click Tagging > check the tags you want to add, you can select multiple tags > select Add tags/overlay tags > click OK, and the tagging is successful.

Note: Adding a label will not affect the existing label, only the new label will be added. Overwriting a label will add the selected label to the customer, and the other existing labels will be cleared.

6.2 Delete contacts

Check the customer > select Batch Operations > click Delete to delete the contact.

Note: Requires admin permissions to remove users permanently.

2.7. ONE ID

ONE ID is a globally unique identifier generated by the system for each customer. It consolidates a customer’s contact information across different channels, creating a unified customer profile.

Within [Customer Information] → [Duplicate Contact Recommendations], the system automatically detects potential duplicate contacts based on key details such as phone numbers or email addresses. This helps multi-channel operators quickly identify and merge customer records, ensuring data accuracy and completeness.

During a live chat, if a duplicate is detected in [Duplicate Contact Recommendations], you can link them by selecting [Associated with the Same Customer]. The system will then assign a single ONE ID. If the customer later reaches out through a new channel, you can also manually link the records.

Once linked, you can simply search the ONE ID in the [Customer List] to view all connected social media accounts for that customer, enabling more accurate tracking and personalized service.

Frequently asked questions

1. Reasons for failure in bulk importing WhatsApp App/Email contacts

Cause:

(1) The template example in the table was not deleted.

(2) The social media account is not filled in.

Please delete the sample before batch importing, as shown below:

(3) The customer’s mobile phone number or WhatsApp app/Email account integrated in the system is not filled in.

The phone column (i.e. customer number) and WhatsApp_account (i.e. WhatsApp app/Email account integrated with the system ) in the table are required.

(4) The remark name cannot exceed 20 characters. One letter of the English alphabet occupies one character.

2. Problem of incomplete exported user information and its solution

When I checked the user, I checked the box next to "Name" and selected the user, but when I exported the user information, there were only 20 user information instead of all user information.

A: If you want to check all users, please click "Check all XX customers" at the bottom to select all users. Checking the box next to "Name" can only select all users on the current page, not all users. The detailed check function description is as follows:

• If you only need to select a small number of specific users, simply check the box next to the user's name.

• If you need to select users on a certain page, check the box next to "Name";

• If you want to select all user information, click “Check all XX customers” at the bottom.

3. How to grant delete permissions?

It is updated in real time, but the customer dashboard data statistics are updated once an hour.

4. How do I grant team members permission to delete customers?

You can go to [Setup] - [Team] - [Role Management] - [Edit]. If you don't have a role, please create one first. Click here to see how to create a role.

Check Delete customer permissions and save.

Go back to [Setup] - [Team] - [People Management] - [Edit], select the role you just edited or created, and click Save.

5. What do Add, Overwrite, Skip, and Invalid mean in bulk import?

▪Add: If the contact does not exist in the customer list, add the contact.

▪Skip: If the imported contact already exists in the customer list or matches a contact in the imported Excel file with identical information, it will be skipped without any action taken.

▪Overwrite: If the number in the contact information is the same but other information has changed, the new information will overwrite the existing contact information.

▪Invalid: If the contact information is incomplete, inaccurate, or not in the correct format, it will be considered invalid and will not be added to the customer list.

6. Permission Error: Unable to Create Custom Audience from Customer List

Possible causes and solutions:

①Verify your ad account type: Ensure you are using a Page-owned ad account. This action is not possible with a personal ad account.

②Check and reauthorize permissions: Confirm that all necessary permissions were granted to the Facebook account during the initial authorization. Try reauthorizing the connection and then attempt the process again.

③Accept the official terms: Go to the following link (replace the part after act= with your own ad account ID):
https://business.facebook.com/ads/manage/customaudiences/tos/?act=
Check if the official terms need to be accepted and click 'Accept' if prompted.

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Session Management

Last modified: 2025-12-25Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

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Using AI to Make Chatting More Convenient

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Customer Privacy Encryption Display Introduction

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Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

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Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

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Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

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Facebook Messenger Sales Chat Tutorial

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Access Guide

How to Integrate Telegram Bot?

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Introduction to Telegram Bot Channel Integration

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Access Guide

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QQ Mail

Sina Mail

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Outlook/Hotmail mailbox

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Access Guide

How to Connect Your YouTube Account?

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Access Guide

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Practical Guide

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LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

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WhatsApp API Registration and Access Guide

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### [Session Management](https://help-en.salesmartly.com/docs/conversation-management)

Session Management

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HomepageProduct IntroductionClientSession Management

Session Management

1. Introduction

Optimize customer service quality with Session Tag Management. Monitor live and archived conversations, conduct audits, and refine support strategies by reviewing chat history, scoring interactions, and managing session tags.

2. Key Features

2.1. Monitor session

When a session is manually accessed, [ Session Management ] will generate a new record.

You can view active sessions, historical sessions, ended sessions, unassigned, and robots.

Active sessions: Messages exchanged within the last 7 days.

Historical sessions:  Inactive sessions older than 7 days (not manually closed).

When a session ends, the session will be transferred to the ended session. Multiple records will be generated when the same visitor visits and ends the session multiple times.

In this part, you can view relevant information about the session, including contact name, reception customer service, social media channel, visitor tag, notes, session tag, customer rating, number of session messages, number of visitor messages, number of customer service messages, first response time and reception time.

The customer service supervisor can evaluate ended chats, assign quality scores, and add feedback to improve agent performance.

2.2. Screening sessions

• Use the search bar at the top of the page to find contact names, session tags, user ratings, and other conditions to filter out conversation records.

• At the same time, you can also filter conversations based on reception time and reception customer service staff.

2.3. Export session details

If you want to export session information, click Export to export the selected session records or the most latest 10,000 records.

2.4. View details of a single session

Click the user's name to view the session details page and make quality inspection scores and quality inspection notes.

The quality inspection score and quality inspection notes are only for the conversation in the current record. In addition, you can also view the conversation tags, conversation notes, user scores, user feedback, visitor tags and other information, and you can also talk back with the user.

2.5. Session tag management

You can also manage session tags by adding, editing, deleting, etc. SaleSmartly supports adding three-level tag hierarchy.

For a more detailed introduction to session tag management, please learn more in the session tag management documentation.

2.6. Support search of chat history

In [ Session Management - Search Chat Content ], you can hunt messages by keyword (contact or session scope). Identify banned words or target customers efficiently. (Requires admin permissions for access.)

Merchants can use chat keywords to quickly find target customers. At the same time, they can also search whether customer service has sent banned words to achieve chat quality inspection.

Frequently asked questions

1. Why can't I find the chat records in the session management?

Please note that session records of different statuses will be assigned to different session lists. Sessions generated by [ Chat ] (including assigned, unassigned, and robot) will generate session records in real-time in the session management. For example, ended sessions will be classified into the ended session list, and you can view them in the corresponding list according to the status of your session.

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Form Management](https://help-en.salesmartly.com/docs/order-management)

Form Management

Search...

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Referral Program

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HomepageProduct IntroductionClientForm Management

Form Management

1. Introduction

Streamline order tracking and processing by managing transaction details directly within live chat sessions. Quickly locate, edit, or export orders to boost operational efficiency.

2. Key Features

2.1. View orders

When new order information is created in the order information column next to the conversation box, [Order Management] will generate records.

You can view each created order information, including its Number, Client (Account Name), Session ID, Name, Status, Platform, Remarks, Order Amount, Creator, Creation Time, Updater, and Update Time.

2.2. Filter orders

Use the search bar to filter orders at the top of the page. Currently, it supports filtering by creation time, number, customer, session ID, name, status, platform, notes, creator, and updater.

2.3. Export order information

2.3.1 Export the latest 2000 order records

Download the latest 2,000 records by clicking [ Export ].

2.3.2 Export specific order records

Select the order information you want to export, click [ Export ], and select [ Selected Records ].

Note: A maximum of 2,000 records can be exported at one time.

2.3. Edit orders

If you want to edit/modify orders, you can click [ Edit ], and the system will automatically pop up the page for editing the order, and you can modify the content directly on it. After the modification, the system will automatically update the operator and time details.

2.4. Delete order information

If you want to delete, you can click [ Delete ] in the operation, and the system will pop up the [ Confirm Delete ] confirmation page. Click [ Confirm Deletion ] to delete successfully. After deletion, the order will not be displayed in the list.

2.5. Order setting

If you want to hide certain fields/change the position of fields, you can do so in [Order Settings].

Click [ Order Setup ], and a specific order settings list will appear. You can set whether each part is required and whether to use it. If you want to change the position of each part, just drag it to change the position. After the change, click [ Save ] in the upper right corner.

Once you have changed your settings, the order information column in the live chat will show the latest configuration.

(The example image hides the session ID, status, platform, and notes)

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Tag Management](https://help-en.salesmartly.com/docs/tags-management)

Tag Management

Search...

Home

Pricing

Blog

Referral Program

Start for Free

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HomepageProduct IntroductionClientTag Management

Tag Management

1. Introduction

Efficiently categorize visitors and sessions using tags. Streamline audience targeting for campaigns, automation, and follow-ups by organizing users with customizable labels.

2. Functional Description

2.1. Add a guest tag

• In [ Tag Management - Visitor Tag ], click Add Tag > Enter the tag name > and enter the tag value > Click OK to generate a new tag.

• If you want to delete a tag, click Delete to delete the tag name.

• In [ Chat ], open a conversation > Customer Information > click the Visitor tag > click Add New Tag, the same as the previous step, you can also add new tags.

• In [ Client - Customer List ], click Batch operations to add visitor tags to users in batches and choose to add tags/overlay tags.

Note: Adding additional labels will not affect existing labels, only new labels will be added. Overlaying labels will add the selected labels to the customer, and other existing labels will be cleared.

2.2. Apply the guest tag

2.2.1 Import contacts

In [ Client - Customer List ], you can add tags to users when importing user information.

2.2.2 Adding actions to the automation process

In [ Robot-Automated Process ], you can create an action to add a visitor tag . With the help of the automation process, you can automatically tag customers as visitors.

2.2.3. Add session tags

Conversation tag: It is used to mark and classify customer conversations in the online customer service system. This function can help customer service quickly identify attributes such as conversation priority and question type, making it easier for customer service to classify and distinguish conversation processing.

In [ Client - Tag Management ], you can add and manage session tags. Click a tag record to add sub-tags under the tag (up to three levels of tags). When the mouse arrow moves into a session tag, delete and modify icons will be displayed. Click to delete the tag and modify the session tag name.

In the [ Chat ], after selecting a session and clicking End Session , you can add a session tag to the session (if you have added subtags, you can only select the subtag with the smallest level) and add notes. When you are done, click OK .

Frequently asked questions

1. How to tag users who opened the chat widget but didn’t message?

In [ Client - Customer List] - All Customers, check which users have not started chatting, and click Batch operations to add a visitor label.

Or you can click on the user name to enter the conversation and tag the user in the profile. (For detailed instructions on all customers, please see All Users.)

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Previous

Form Management

Next

Word Library

Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Word Library](https://help-en.salesmartly.com/docs/material-library)

Word Library

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HomepageProduct IntroductionClientWord Library

Word Library

1. Introduction

You can manage and edit the common scripts you use when talking to customers in the word library, and classify the word library by language so that you can respond accurately and quickly when communicating with customers and increase your order conversion rate.

2. Key Features

2.1. How to add a word library

Navigate to [ Client - Word Library ]. Select the public discourse library/private vocabulary library, click Add words, and enter the editor. The scripts added to the public discourse library are visible to all members, and the scripts added to the private vocabulary library are only displayed to you (admins can view all entries).

Select the word library you want to use (you can create a new word library in the specific language) > Input in the title (internal reference) and content (customer-facing). Currently, the content supports text, pictures, attachments, and videos (max 9 files at once) > click OK to create it successfully.

2. Add new library, add new category, edit, delete

Public and Private libraries use a three-tier structure: Library > Category > Value. You can add word libraries in different languages by adding script libraries. Secondly, under different libraries, you can click " + " next to all categories to add categories to the library.

Under different categories, you can modify and delete the values in the category through editing and deleting.

3. Import and export of word

Click the Import/Export button to import or export through templates (similar to the import and export of AI corpora). You can import your frequently used sales tactics to facilitate the expansion of sales tactics in salesmartly.

4. Application of the word library

In [ Chat ], during the chat, you can click on the Talk Library on the right to send commonly used scripts. At the same time, you can also click on the Quick Reply at the bottom of the conversation window to expand the script library and switch between public and personal script libraries, which can improve the professionalism and accuracy of customer service responses.

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Quick Start [Marketing]](https://help-en.salesmartly.com/docs/group-plan)

Quick Start [Marketing]-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionMarketingQuick Start [Marketing]

Quick Start [Marketing]

Introduction

The mass messaging plan includes the mass messaging function of various channels and the template creation function of WhatsApp and Email. Mass messaging can not only save costs but also improve the efficiency of information transmission and recall lost users. This chapter mainly introduces the core functions of the mass messaging plan to help you get started quickly.

Description

1. Group messaging

1.1 Multi-channel mass delivery

With this feature, you can create group messaging plans on multiple channels including WhatsApp App, WhatsApp API, Email, Messenger, Telegram, Instagram, LINE, and chat plug-ins.

Select a channel > click OK to enter the bulk messaging plan editing page for a specific channel.

1.2 Mass mailing plan editing

The mass messaging plan editing interface supports filtering the recipients, and supports sending text, images, attachments, variables and other content.

Take creating a Messenger as an example. Click Create Plan > Select the Messenger channel > Click OK to enter the editing interface > Click Filter.

After entering the editing interface, you can directly check User> or use advanced filtering to help you quickly filter the required audience users and implement precise marketing.

In the group message settings, multiple parameter settings are also supported, such as message type, sending content, content type, sending frequency, sending time, etc.

After editing, click OK to execute the mass messaging plan. For detailed settings, please go to the introduction to mass messaging settings

1.3 Check the effect of group messaging

After sending a group message, you can view the effect of the group message in [ Marketing-Mass Message ], such as the planned number of senders, the number of successful senders, the delivery rate and other data, so that merchants can clearly grasp the reach effect of each message, and each message can be traced, helping merchants to quickly understand the marketing effect of messages, continuously iterate content, and improve marketing conversion efficiency.

Click Insights in the group messaging plan to view the sending performance of a single plan and view the following information:

2. Third-party distribution

There are two ways to send mass emails: Email message mass sending and third-party (EDM) distribution.

Email message group: to contact customers directly through your email.

EDM sending service: You do not need to authorize your email account. You can use the EDM sending service provided by this platform to send bulk emails, but a certain email-sending fee will be charged.

With this function, you can send marketing emails to target customer groups and view the results of the emails. In addition, there are a variety of foreign trade email templates for you to choose from, which makes it convenient for you to send emails to customers in different scenarios.

3. WhatsApp API template

SaleSmartly supports the creation of WhatsApp API templates, which can be applied to the WhatsApp API channel for group messaging. Templates can improve the editing efficiency of group messaging and promote marketing.

Create a WhatsApp Api template: Click Add New Template > Fill in the template name > Fill in the application account > Enter the template content and required content > Click Submit for review, and the creation will be successful.

4. Email templates

You can edit the Email template at Email template. The system comes with several practical marketing Email templates, which you can edit freely.

Click Edit to enter the editing interface.

The editing interface supports a variety of custom editing functions. After successful editing, it can be used in EDM sending and group messaging .

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

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### [Mass Messaging](https://help-en.salesmartly.com/docs/mass-message)

Mass Messaging-SaleSmartly-Help Center-SaleSmartly User Guide

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Mass Messaging

Introduction

With this feature, you can create group messaging plans on multiple channels including WhatsApp App, WhatsApp API, Email, Messenger, Telegram, Instagram, Line, and chat plug-ins.

• Mass messaging supports sending message templates to customers in WhatsApp channels whose conversation time exceeds 24 hours.

• After sending the message template, you can also view the relevant data on the number of people who planned to send it, the number of people who have sent it, the number of people who successfully sent it, the number of people who failed to send it, and view the details of the planned sending.

Description

1. WhatsApp app group message

Send group messages to contacts/groups in your WhatsApp account (it is not recommended to send group messages to customers you have not communicated with, and there is a risk of official account suspension, so please use with caution!)

1.1 Select channel

In [ Marketing - Mass Message ], click Create Plan > Select WhatsApp App > Click OK.

1.2 Fill in the content

Fill in the name of the mass messaging plan > click "Filter " audience > check the customers you want to send mass messages to > click " OK " after checking.

Note: If there is no audience, import it in [ Client - Customer List ].

1.3 Enter the content to be sent

You can create group text, pictures, attachments, videos or audio content here . You can also choose to insert system variables (name, phone number, email address) and alternative text (when the contact does not have a field value for the selected system variable, the alternative text will be displayed).

1.4 Select the transmission frequency

The group messaging plan supports sending multiple messages within an interval of 3-120s.

1.5 Choose the time to send

Set the mass sending time by yourself so that you can plan your marketing plan in advance. After setting, click Confirm and the plan will be created successfully.

2. WhatsApp API number group messaging

2.1 Select channel

In [ Marketing - Mass Message ], click Create Plan > Select the channel WhatsApp API > Click OK.

2.2 Fill in the information

Select the recipient , fill in the name of the mass messaging plan and filter the recipient (same as WhatsApp App).

2.3 Fill in the content and type of the message to be sent

The WhatsApp API number supports the use of WhatsApp templates or sending non-template type messages to visitors who have interacted within 24 hours.

You can directly send text/image/attachment messages to customers who have interacted with you on the last day to wake them up. If the visitor replies, a new 24-hour conversation window can be opened without deducting the official message template conversation fee, reducing your marketing costs.

You can also enter a number for testing before sending a group message.

Note: You can manage templates or add new templates in [ Marketing-WhatsApp Template ].

2.4 Select the sending frequency and time (same as the WhatsApp app)

3. Email Group

In [ Marketing - Mass Message ], click Create Plan > Select Email > Click Confirm to create a mass email sending plan.

In the Create Mass Mail Plan interface, you can modify the mass mail plan name, filter the audience, enter the email subject, edit the email content , and customize the sending frequency and time before sending the plan.

• Direct editing: supports direct editing of email content and modification of format.

• Use templates: You can select templates from [ Template Library ]. If there is no suitable template, you can go to [ Marketing - Email Template ] to add various template contents. https://app.salesmartly.com/marketing/templates/email

4. Messenger group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Messenger > Click Confirm to create a mass message plan for the Facebook channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

• General content: Normal content message types can send text, pictures and attachments.

• Conversation Flow: A message type can be sent by selecting an automated process.

• Message type: To avoid the problem of sessions not being able to be sent for more than 7 days, you can choose to confirm event updates, after-sales updates, account updates, etc. to maintain relationships with customers.

5. Instagram group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Instagram > Click Confirm to create a mass message plan for the Instagram channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

Note: On the Instagram channel, you can only send messages to visitors who have sent your last message within 7 days.

6. Telegram group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Telegram > Click Confirm to create a group message plan for the Telegram channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

7. LINE group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Line > Click Confirm to create a mass message plan for the Line channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

8. Chat plugin group messaging

In [ Marketing - Mass Message ], click Create Plan > Select Chat Plug-in > Click Confirm to create a mass message plan for the chat plug-in channel.

In the Create Mass Message Plan interface, modify the mass message plan name, filter the audience, select the message type and enter the content , select the content type and customize the sending frequency and time, then you can send the plan.

9. Check the effect of group messaging

After sending a group message, you can view the effect of the group message in [ Marketing - Mass Message ], such as the planned number of senders, the number of successful senders, the delivery rate and other data, so that merchants can clearly grasp the reach effect of each message, and each message can be traced, helping merchants to quickly understand the marketing effect of messages, continuously iterate content, and improve marketing conversion efficiency.

Click Insights in the group messaging plan to view the sending performance of a single plan and view the following information:

• Basic information: record the group messaging plan configuration information and preview the original plan content.

• Sending effect: Merchants can see the message sending details and effects.

• If you click on the planned number of recipients area, the merchant can see the original planned delivery status of the message.

• If you click on the area of the bottom of insight， the merchant can see the details of the messages sent and the proportion sent, and check whether there is any discrepancy with the originally planned number of people.

• Click to view the conversation :

10. Copy group messages

In [ Marketing - Mass Message ], you can now copy mass messages . You don't need to create similar mass message plans repeatedly. The copy function can save you a lot of time and energy.

Click Copy to enter the copy editing interface. You can edit based on the original > click OK to complete the copy.

FAQs

1. When I checked the customer, I checked the checkbox next to "Name" and selected the customer, but when I exported the customer information, there were only 20 pieces of customer information instead of all the customer information.

If you want to check all customers, you can click Check all XX customers at the bottom to select all customers.

Note: Checking the checkbox next to a name only selects all customers on a certain page, not all customers.

The detailed check function description is as follows:

• If you only need to select a small number of specific customers, simply check the box next to the user's name.

• To select customers on a particular page, check the box next to their name.

• If you need to select all customers, click the bottom to check all XX customers.

2. How to add WhatsApp templates?

You can manage templates or add new templates in [ Marketing - WhatsApp Template ].

Before submitting the template, please try passive chatting for 3-5 days (i.e. visitors actively send messages to WS accounts). Directly applying for templates or sending group messages may easily lead to the new account being blocked. When filling out the template, you can refer to the official template examples to increase the probability of passing the template review: https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines

3. How to add an Email template?

You can go to [ Marketing - Email Template ] to add various template contents.

https://app.salesmartly.com/marketing/templates/email

4. How to add an EDM template?

Answer: Both EDM templates and Email templates can be added in [ Marketing - Email Template ].

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### [How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns](https://help-en.salesmartly.com/docs/bind-domain-name-for-edm-mass-sending)

1. Introduction

EDM mass messages are usually sent using public links, but due to the reception restrictions of public links, emails may not be sent or may be sent to the spam folder. To reduce the occurrence of such restrictions, you can try to bind your own second-level domain name as the sending link. This can effectively reduce the restrictions caused by sharing public links and increase the success rate of email sending.

Notice

If you have any questions about the operation, please consult SendCloud's online customer service on the right

2. Preparation

Install SendCloud (International Version) from the App Store and click to jump: https://help.salesmartly.com/docs/2kFOGv

Prepare your own domain name

3. Add a New Domain Name

Go to SendCloud (International Version) to log in to your account and click to jump: https://web.sendcloud.net/#/login

Please be sure to complete the preparations in step 2

In the left sidebar, click [Send Settings] - [Domain Name] - [Add Domain Name], enter your own domain name [Complete Creation]

4. Export Configuration

Find your domain name, click the [Settings] icon on the right, click [Export Configuration Information], and you will get an Excel file

5. Domain Name Resolution

Go to your own domain name service provider console, enter [Domain Name Console] - [Domain Name List] - [Resolution]

The following demonstrates the steps to add resolution records for Alibaba Cloud domain names. For different domain name service providers, please refer to the actual domain name service provider's backend!

This platform does not provide information on how to add parsing records. You need to do it yourself or ask your own technicians to do it.

Add a parsing record

Add the corresponding parsing records to the exported configuration file in step 4. Add as many parsing records as there are records in the file. Please refer to the example in the figure below.

Type corresponds to: record type

Host record: host record

Configured record value: record value

6. Domain Name Verification

After adding the record, return to SendCloud backend to verify whether the resolution is successful. If the status is all green, it means it is successful. Otherwise, please refer to step 5 for domain name resolution.

7. Fill in API_USER

Process 1, 2: Enter the creation page.

Process 3: Use the domain name of SaleSmartly's project name and project ID ( project name_project ID ) as API_USER.

Step 4: Select trigger email.

Step 5: Select your own domain name in the sending domain name.

Step 6: Track domain name changes to your own domain name.

Step 7: Check all tracking options and click Confirm to create.

The confirmed API_KEY and API_USER need to be copied and recorded for later use. They are only displayed once!

8. Create a WebHook

Follow steps 1 and 2 to enter the creation page.

Step 3: Check all

Fill in the API_USER name in [ Step 7 ] to [ Process 4 ] "Specify API_USER"

In process 5, [Generated message Pos to Url] fill in the link below to create

https://api.salesmartly.com/client/webhook/send-cloud-log

Notice

The generated message is not allowed to have spaces or special symbols in the URL, otherwise, an error will be reported.

IX. Test Verification

After completing all the above steps, you can try to send a group email to verify. As shown in the figure, your domain name is displayed, indicating success.

Frequently Asked Questions:

1. How can I get my domain name email?

You apply for the domain name and domain name email by yourself, it is not provided by us. Please refer to step 2 for details.

2. How many email domain names can be configured?

Only one configuration is supported.

### [Group Messaging Template (WhatsApp API and Email)](https://help-en.salesmartly.com/docs/template-for-whatsapp-and-email)

Group Messaging Template (WhatsApp API and Email)-SaleSmartly-Help Center-SaleSmartly User Guide

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Group Messaging Template (WhatsApp API and Email)

Introduction

SaleSmartly has improved the rich template self-building function, WhatsApp API templates and Email templates, which can help you customize strategies when doing mass marketing.

This chapter will focus on group templates and introduce related editing and creation operations.

Description

1.WhatsApp API template

1.1 Create WhatsApp API template

In [ WhatsApp API Template ], click Add New Template to enter the template creation interface.

1.2 Edit WhatsApp API template content

In the editing interface, the WhatsApp API template supports the modification of multiple contents, including:

Template name: The name of the template, which can only be composed of lowercase letters and underscores. (Required)

Template tags: This will help you quickly find the tags used in the template. Tags must be separated by commas.

Application account: You can select multiple WhatsApp business accounts from application templates. (Required)

Template Type: Select the template type that matches the content you are creating. (Required)

If you are not sure about the template types, you can jump to the following official link to view: Template Classification - WhatsApp Business Open Platform (facebook.com)

In terms of content, the current content mode supports text and pictures. It also supports the settings of header, language, content, footer, and buttons.

Parameters can be added to the content to facilitate the filling of different content when using the template for group messaging.

A button can be added at the end, which is divided into ordinary buttons and call sign buttons. You can fill in the number to guide visitors to click for consultation.

Finally, click Submit to submit the review template.

1.3 Template Management

If you have integrated a WhatsApp API business account, here will display the WhatsApp API templates under your integrated account. (including those created by third-party platforms and this platform)

The top part supports content filtering for all templates and the search function, and the operation bar on the right allows for copying and deleting operations.

Copy: Click to copy the template and enter the template editing interface, which can be used to create repetitive template content.

Delete: Delete the template.

2. Application of WhatsApp API template

The created WhatsApp API template can be used in [ Mass Message ] and is only available for WhatsApp API templates.

Filter the audience to be sent > If the business account to which the audience you filtered belongs has a valid template, you can click to select a template > Click to select a template > After selecting, you can also enter a WhatsApp number for testing > Finally, click OK to complete the creation of the group message.

3. Email templates

You can see email templates in [ Marketing-Email Template ] and you can choose according to your needs.

Note: Email templates and EDM sending templates are both in the [ Marketing-Email Template ] section.

You can edit the Email template at Email template. The system comes with several practical marketing Email templates, which you can edit freely.

Click Edit to enter the editing interface.

The editing interface supports a variety of custom editing functions. After successful editing, it can be used in EDM sending and group messaging.

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Quick Start: Customer Management

Customer List

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Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

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### [Diversion Link](https://help-en.salesmartly.com/docs/split-link)

Diversion Link-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionMarketingDiversion Link

Diversion Link

1. Introduction

On the [ Marketing-Diversion Link ] page, you can create a diversion link. After creation, you can promote the link. When visitors open the link, they can be diverted to different WhatsApp APP groups/communities/Telegram Bots (must first authorize WhatsApp API/WhatsApp APP//Telegram Bot).

For WhatsApp private domain and Telegram Bot user groups, private domain community diversion can be carried out through diversion links.

2. Description

2.1. Create a diversion link

On the [ Marketing-Diversion Link ] page, click Create Link > Edit link name, distribution channel (divided into Telegram Bot, Telegram App, WhatsApp API, WhatsApp APP, VKontakte Community, TikTok App, and LINE), and split account > Set default opening message > Click Complete Creation to complete the creation of the diversion link.

Random diversion: Randomly assign sessions to selected traffic accounts.

Split by time period: When visitors open the diversion link in different periods, they can be diverted to different WhatsApp or Telegram Bot accounts.

Sequential diversion: Assigns visitors to different accounts in a sequential order when they open the diversion link.

Default opening: Set the default opening remarks to guide customers to send opening remarks when they click the diversion link to enter the session (these opening remarks are sent by the customer).

2.2. Other functions

After successful creation, you can promote, edit, and delete the created diversion link.

2.2.1 Promotion

You can share the diversion link or QR code with your customers. Click Promote to get it. After the user clicks or scans the code, they can jump to the corresponding diversion WhatsApp account.

2.2.2 Edit

Click Edit to modify other information except the diversion channel.

2.2.3 Deletion

Click Delete to delete the diversion link.

2.3. Enable diversion links

Click Start to start the diversion link.

Note: If an exclamation mark appears on the diversion object, it means that the diversion account of the diversion link may be banned or invalid. Please change the diversion account in time and restart it.

2.4. Divert link data (insight)

Each diversion link will show its click volume, and the number of clicks will continue to accumulate.

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Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

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Tutorials on Sending Mass Messages

WhatsApp API

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Facebook Messenger

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Email

Instagram

LINE

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TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

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Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Messenger Marketing Messages Guide](https://help-en.salesmartly.com/docs/messenger-ying-xiao-xiao-xi)

I. Marketing Message Introduction

Meta has launched a new paid messaging solution for Messenger (Messenger Marketing Messaging), which allows businesses to initiate Messenger chats to re-engage and retain interested customers, thereby increasing engagement and driving sales.

Messenger marketing message features

Break free from the 24-hour limit and reconnect with customers at any time.

It has comprehensive coverage, supporting sending messages not only to users on the homepage but also to users who haven't chatted.

Pay per message delivery, with data trackable through advertising platforms.

II. Guidelines for Sending Marketing Messages

1. Integrate homepage and advertising accounts through a portfolio of business assets.

Messenger marketing message costs will be deducted from the advertising account linked to your homepage. You can view the cost details for each marketing message campaign in the Meta Advertising Management Platform!

(1) Authorize the homepage through the Meta Business Management Platform

In the integration, select the Messenger channel, click "Authorize Facebook Page," and then select "Authorize Page Information through Meta Business Management Platform." A pop-up window will then display the Meta Enterprise Authorization Page.

(2) Portfolio of authorized business assets

After logging into your Facebook account, click Continue, select the page where you want to send marketing messages, and the advertising account to use for payment.

2. Prepare marketing messages for the target audience.

2.1 Send marketing messages to homepage users

To send marketing messages to customers you've already communicated with, you must first obtain their permission by sending a subscription message via Messenger. Once the user agrees, you can send the marketing message via Messenger.

Once a user subscribes to a message type on a specific topic, the merchant can only send marketing messages related to that topic (for example, if a user subscribes to product updates, the marketing message will be "product updates").

(1) Create subscription templates and marketing templates

In the marketing module, click to enter the messaging templates, select the Messenger template, and click Create New Template.

When selecting a subscription template as the template type, fill in the template name, template title, image, and select the subscription type button on the template creation page. Note that the template name will be set to the subscription topic by default, and users will be able to view the topic content when the subscription template is sent.

(2) Send subscription template to obtain user permission

In the bulk messaging section, click "Create Messenger Channel Bulk Messaging Plan," select a subscription template, then choose the public page to send to, the corresponding subscription template, and the users under the page, and confirm the send. After successful sending, the user subscription status will be displayed in the bulk messaging insights.

Note: Subscription template messages must be sent to users in advance within the 24-hour window period.

2.2 Sending marketing messages to Facebook users who haven't chatted with them

Customers whose phone numbers or email addresses have been obtained but who have not communicated with each other on Messenger can be targeted with marketing messages through a custom ad audience. Meta will automatically match these users with Facebook users based on their phone numbers and email addresses to send messages.

(1) Select Customer Data Import Custom Audience in SaleSmartly

In the customer list, select target customer data with email addresses or mobile phone numbers (customers from different channels can be uploaded). Click "Create a Custom Audience" in batch operations. In the audience creation pop-up window, select "Marketing Message Audience," then select the ad account, homepage (from business asset authorization), audience package name, and audience description. After adding, click "Create." Once the submission is complete, a notification will appear in the task center indicating that the submission is finished.

Note:

When creating a custom audience on Facebook, it is essential to select "Marketing Messages audience" as the audience type for optimal targeting results.

(2) Select to upload external data to the advertising platform and customize the audience.

In the customer list, click on "Custom Audience" and select "Import External Data" under "Add Audience". Download the template and import target customer data with email addresses or phone numbers. Select "Marketing Message Audience", then select the ad account, homepage (from business asset authorization), audience package name, and audience description. After adding, click "Create". Once the submission is complete, a notification will appear in the task center indicating that the submission is finished.

3. Create and send marketing messages

Sending marketing messages follows the same process as launching Meta ads: you first need to create a marketing message campaign, and then select the campaign, the marketing message template, and the target audience when sending the message!

The marketing message advertising system will be synchronized to the Meta advertising platform for subsequent data tracking and viewing!

3.1 Creating Marketing Message Ad Campaigns

Click on "Bulk Messaging" to enter the Messenger bulk messaging plan creation page. After selecting "Marketing Messages," click "Select Campaign." For the first time, sending a marketing plan, you need to click "Create."

Once you have filled in the information in the campaign creation pop-up, you can create the campaign. After creation, according to the Meta Ads review mechanism, you will generally have to wait 30 minutes before you can use it.

3.2 Creating Marketing Message Templates

Click "Add" or create a Messenger template through the message template entry. Select "Marketing Template" as the template type. You need to select and associate a subscription template (after associating, you can send marketing messages to users who have already subscribed to the homepage). After selecting, fill in the template name, template title, and marketing content (content supports images + text + buttons) on the template creation page.

3.3 Sending Marketing Messages

After selecting the ad campaign and marketing message template in the bulk messaging plan, you can choose different audiences to send messages to. After submitting the audience selection, Meta will push messages according to the marketing message advertising mechanism.

Select Customer List Data: This will select subscribed users from the homepage of the corresponding campaign. Unsubscribed users cannot be sent messages.

Select Custom Audience: This will select the custom audience that has been reported by the ad account in the corresponding campaign. Due to Meta's official privacy restrictions, the specific user details of the mass messaging data for this audience cannot be viewed.

4. View marketing message data

In the report, go to Ads Analytics and click on Message Ads to view data on your marketing message ad campaigns. The data is shown below (it can also be viewed through the Meta Ads platform).

Messages Sent: The number of messages that the merchant has sent to users and successfully delivered. Some messages may not be delivered, for example, if the user's device is unavailable. This metric does not include messages delivered to Europe and Japan.

Read rate: Number of read messages divided by the number of delivered messages. The system may not capture the read status of some messages, such as when the customer has read receipts disabled. This metric does not include messages sent to Europe and Japan.

Link Clicks: The number of times users click or tap within a marketing message, directing them to the advertiser's specified meta-based on-site or off-site target locations. This metric excludes messages sent to Europe, Argentina, Turkey, South Korea, and Japan.

Message link click-through rate: The percentage of messages delivered that received a link click out of the total number of messages delivered. This metric excludes messages sent to Europe, Argentina, Turkey, South Korea, and Japan.

CPC: Average cost per message link click. This metric excludes messages sent to Europe, Argentina, Turkey, South Korea, and Japan.

CPD: Average cost per delivered message

Spending Amount: The total amount spent on a messaging campaign, message group, or message throughout the entire campaign period.

Note: Once a marketing message campaign has been successfully created, the corresponding message ads will not immediately trigger message delivery or incur charges, in accordance with Meta Ads Platform’s official policies.

### [Messenger Utility Messages Guide](https://help-en.salesmartly.com/docs/Messenger-Utility-Messages-Guide-Beta)

I. Utility Messages Introduction

A utility message is a newly launched message type by Meta. You can create  templates to send messages to your customers, including order or account status updates, appointment or event reminders. They can be personalized with a customer’s name, locale, appointment or event date, and more.

Precautions for using Utility Messages:

After creating the template, you must wait for Meta's review, and only after approval can messages be sent to users.

Facebook public pages do not require linking to a merchant account to send utility messages.

Utility messages must not contain marketing materials. Learn more in our Marketing Messages documentation.

II. Guidelines for Sending Utility Messages

1. Integrate Facebook

Before creating templates and sending group messages using Messenger Utility Messages, it is necessary to integrate the corresponding Facebook account.
For specific integration operations, please refer to the corresponding Facebook integration tutorial.

2. Create a Utility Message template and submit it for review.

（1）In the marketing module, click to enter the messaging templates, select the Messenger template, and click Create New Template.

（2）Create template: Select 「Utility Messages」 as the template type.

Complete the template information: fill in the template name, select the language, and the facebook page account for the application template.

Fill in the template content: Enter the message you want to send into the input box.

The content can have additional parameters, making it easier to use templates for mass sending, filling in according to different content.

A button can be added at the end, which can make it easier for visitors to open the link and learn more about the relevant content.

（3）Submit for review: After creating the message content, click "Submit" and wait for Meta's official review of your message template.

If your template content meets the requirements, Meta is likely to approve it (Template State = efficient), and you can use the valid template to send messages to visitors.

Otherwise, it may be rejected (Template state = invalid) .

（4）Template Management: Utility Messages only support copying or viewing, and do not support editing and deleting.

3. Create and send Utility Messages

（1）In the marketing module, click to enter Message Broadcasting,  select the Messenger template, click on Create Messenger Plan.

（2）Fill in the content of the sending plan, select the message type "Support within 24 hours/outside 24 hours - Utility Messages."

Filter the audience for sending. If the business account of the selected audience has a valid template, you can click to select a template, click to use the template, improve the message content based on the template, and click confirm to complete the creation of the mass message.

（3）After creating the mass sending plan, you can check the corresponding sending status in the plan list.

### [Quick Start【Robot】](https://help-en.salesmartly.com/docs/robot-introduction)

Quick Start【Robot】-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionRobotQuick Start【Robot】

Quick Start【Robot】

Module Introduction

The system is equipped with intelligent functions, including robots, AI corpus, diversion links, etc. Robots can assist customer service to improve customer response efficiency and reduce communication costs.

This chapter will focus on the [ Robot ] module, introduce related core functions and application scenarios, and help you get started quickly.

Module Description

1. Automated processes

In the automation process, you can create an automation process that meets your specific scenario, such as:

Automatically reply to preset sentences based on visitor messages to reduce customer service response energy.

Intelligently control comments on FB/INS posts.

Automatically identify visitor intentions, add labels, send goods, and direct traffic to third-party products, etc.

1.1 Create automation

In [ Robot-Automated Process ], you can manage and create your automation process.

Click New Flow (using Messenger channel as an example) > Select Messenger channel or Facebook Post Comments (select the channel you want to configure automation for) > Click Next.

1.2 Introduction to Automation Components

The automation process settings mainly include three components: triggers, conditions, and actions . The rich combination of different components can realize different business scenarios.

Trigger: Once the trigger is triggered, the automation process will continue to the next action. Different triggers can be set for different situations.

Action: After being triggered by the previous trigger, the action will be executed. Different actions can be performed on customers, such as sending messages, adding visitor tags, etc.

Conditions: can be added between triggers and actions to perform different actions for different scenarios.

1.3 A simple automation case

As shown in the figure below, when a new user ( trigger ) comes in, information ( action ) in different languages will be sent based on the guest language.

1.4 Automated configuration

After creating the automation, you can configure it to the corresponding social media channels to implement automated responses.

After editing the automation process, click Save > click Configure > select the social media account you want to link > click OK.

At the same time, you need to start it in the [ Automated Process ] interface.

For detailed creation and use of automation processes, please jump to the automated process documentation for details.

1.4 Other functions

In the [ Automated Process ] interface, many additional practical functions are supported.

Search box: You can search for the name of the automation process to find the corresponding automation process.

Data: Click Data to view data information such as the number of times the automation process is triggered and the number of users.

Edit: Click Edit to modify the content of the automation process.

Test: You can preview the actual effect of the automated process from the customer's perspective in the test window.

Copy: Click Copy to directly copy an automated process with the same configuration.

Delete: Delete the automated process.

2. AI Corpus (FAQ)

With this function, you can add standard answers to common questions, recommend answers based on user questions, and add commonly used phrases to facilitate and quickly reply to user messages, thereby improving the overall efficiency of customer service in replying to user messages.

You can create corpora in multiple languages and multiple categories in the AI corpus to help refine customer questions.

Click Add FAQ to add FAQ. After adding, click Enable to use the FAQ in [ Chat ].

2.1 Create FAQ

In the Add FAQ interface, select the corpus and category > You can also add similar questions to improve the recognition rate of FAQ > Fill in the standard question > Fill in the answer content > FAQ supports up to 9 pictures, you can add pictures to enrich the answer > Click OK to add successfully.

2.2 FAQ application

In [Chat], when customer service replies to visitor messages, they can directly send answers already set in the AI corpus for some frequently asked questions to improve response efficiency.

3. Diversion link

On the [ Marketing-Diversion Link ] page, you can create a diversion link. After creation, you can promote the link. When visitors open the link, they can be diverted to different WhatsApp APP groups/communities (you must first authorize WhatsApp APP, and you can contact customer service to open the port).

For WhatsApp private domain players, private domain community diversion can be carried out through diversion links.

On the [ Marketing-Diversion Link ] page, click Create Link > Edit link name, diversion channel (divided into WhatsApp API and WhatsApp APP), and diversion account > Click Complete Creation to successfully create it.

After successful creation, you can promote, edit, and delete the created diversion link.

You can analyze the diversion QR code or QR code for your customers, click on “to promote”, and you can get it.

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

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Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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What is SaleSmartly?

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Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [AI Robots](https://help-en.salesmartly.com/docs/ai-robot)

AI Robots

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AI Robots

1. Introduction

AI robots can connect AI agents such as Coze, OpenAI Assistants, and system AI knowledge base installed in the app store to create a chatbot, and support use in designated social media channel accounts.

2. Description

2.1. Preparation before using the robot

Before configuring the robot, please install Coze, OpenAI Assistants or enable AI auto-reply.

2.1.1 Create an AI robot

2.1.2 Install AI Agent Tools in the App Store

2.2. Set up the robot

2.2.1 Create a robot

(1) In [Robot]-AI Robots, click Create Robot to set the robot name and description for identifying the robot within the team, and set the robot status.

(2) In the robot configuration, select the agent that this robot needs to use. The agents installed in the app store will be displayed here simultaneously. If you cannot check the box, please select Install. Only one agent application can be limited here. You can set a fallback response and automatic trigger rules for the robot.

(3) Each social media account can only have one chatbot linked. If you select an account with existing bots, we'll automatically connect the newest one.

2.2.2 Robot Usage

After the customer sends a message, if the robot status is enabled and the online chat hosting status is enabled, the robot will automatically reply to the customer's message (the robot list is enabled by default and cannot be turned off if the online chat is not assigned)

Frequently asked questions

1. Will the robot function update affect the configured robots?

After the function is updated, the historically configured robots will not be affected (they will still be triggered according to the historical logic). The historical robots will no longer support modification and will be reconfigured according to the new function when you click Edit.

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Last modified: 2025-12-22Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

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Changelog-2025.02.28

Changelog-2025.01.31

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Configuring and Using External Request Actions](https://help-en.salesmartly.com/docs/configure-and-use-external-request)

Configuring and Using External Request Actions-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionRobotAutomated ProcessesConfiguring and Using External Request Actions

Configuring and Using External Request Actions

1. Introduction

You can use external request actions to call third-party interfaces and use the responses from the actual interfaces to help you collect data or execute subsequent automated processes.

For example:

Through external requests, visitor data (user name, mobile phone number, email address, and the last message sent by the visitor) is sent to the request URL to meet the data collection and analysis purposes of the third-party platform.

Through external requests, specific data is returned and corresponding variables are generated. These variables can be used in the send message action to meet specific automated reply requirements.

What is an API interface?

API (Application Programming Interface) is an important part of the application. The interface is a tool that allows different software applications to communicate and exchange data with each other. The application provides an entry point for operating data. This entry point can be a function or class method, or a URL address or a network address. When the client calls this entry point, the application will execute the corresponding code operation to complete the corresponding function for the client.

HTTP request method:

HTTP methods refer to the methods defined in the standard HTTP protocol used for communication between clients and servers. These methods define how clients operate on server resources, thereby determining the behavior of the corresponding API interface. Common methods include:

GET: Used to request the server to return a representation of a specific resource, usually used to obtain data. The GET method does not affect server resources and is safe and idempotent.

Suppose you are using a news reading app and you want to check today's news headlines. When you open the app and click the "Check News" button, the app sends a GET request to the server for today's news data. After receiving this GET request, the server returns data containing today's news headlines so that you can view it in the app.

POST: used to submit data to the server, often used to create new resources or perform non-idempotent operations. POST requests may change the state of the server or have side effects

Now suppose you want to post a comment in the same news reading app. When you are reading a piece of news, enter your comment in the comment box and click the "Post Comment" button. The app will send a POST request to the server to send your comment. After receiving the POST request, the server will save your comment to the database and return a response indicating that the comment was successfully posted.

PUT: used to update or replace resources to the server. It is usually used to completely replace a specified resource or create a new resource, but requires the client to provide a complete resource representation. PUT requests should be idempotent, that is, the results of multiple calls to the same PUT request should be consistent.

When you edit your profile, you may use the PUT method. For example, if you update your profile information (such as name, birthday, avatar, etc.) on a social media platform, when you click the "Save" button, the client will send a PUT request to the server to send the updated profile to the server, and the server will use this information to update your profile.

DELETE: used to request the server to delete the specified resource. It is often used to delete the specified resource. DELETE request should be idempotent, that is, the results of multiple calls to the same DELETE request should be consistent.

When you delete a post on a social media platform, you may use the DELETE method. When you click the "Delete" button, the client sends a DELETE request to the server, requesting the deletion of the specified post, and the server will delete the post and its related content.

Operation Process

1. Add external request action

Click the + sign on the right > click External Request Action > Finish adding.

2. Configure external requests

2.1 Configure the request URL (required)

Click External Request to open the configuration window > Select the request method (POST, GET, DELETE) > Fill in the request URL as needed.

As needed, you can add user data and call the request URL. Click the + sign > click the data you want to transfer > and complete the addition. (Optional)

2.2 Fill in the parameters Headers and Body required for the request URL (optional as needed)

Add Headers or Body according to the request URL. Click Add > Fill in.

Similarly, you can add user data. Click the + sign and select the corresponding user data as needed.

2.3 Test Request

You can test the content you just filled in to see if the call is successful or the callback data.

Click Test Request to start the test.

If the data returned is abnormal, you can modify the data, click Re-Request, and retest.

2.4 Using Response Mapping

You can use the content returned by the external response, assign it to the corresponding variable, and use it in the send message action.

Click Add > Enter the response content as required (must be filled in according to the JSON path format) > Fill in the corresponding variables in the message to be sent according to the corresponding variables displayed later, and the subsequent automatic sending of specific variable messages can be triggered.

Note: For the Json path format, please refer to https://goessner.net/articles/JsonPath/, which contains a sample introduction, as shown in Figure 2.

Frequently Asked Questions

1. Can I get the data of the entire data?

No, you can only get one of the items under data

2. In the automation process, can the branch be determined based on the return value of the external request according to the return value of {{FIELD_0}}?

Not supported yet. Currently, the return value of external requests only supports sending messages.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

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Word Library

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Quick Start [Marketing]

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How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

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Diversion Link

Messenger Marketing Messages Guide

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Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

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Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

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How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

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ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

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TikTok Business Account

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

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TikTok Business Account

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WhatsApp App Devices (Personal)

Access Tutorial

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Practical Tutorials

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WhatsApp App Device (Protocol Number)

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Telegram APP Devices  (Personal)

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TikTok App Devices

Get TKAPP Session file

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LINE App Devices (Personal)

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Zalo App  (Personal)

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WeCom

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Development Docking

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SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Get Messenger Link](https://help-en.salesmartly.com/docs/get-messenger-links)

How to Get Messenger Link-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionRobotAutomated ProcessesHow to Get Messenger Link

How to Get Messenger Link

This chapter will explain how to obtain the messenger link.

Operation Instructions

1. Usage scenarios of messenger links

The Messenger Link Trigger in [Robot-Automated Process] supports the Messenger channel. When a Facebook user initiates a chat through your public page information link, the Messenger Link Trigger can be triggered.

2. Format of messenger link

As shown below, {{id}} needs to be replaced with your Facebook public page ID, and {{xxx}} can be customized or specified (in Messenger Link Trigger - Parameter Type, select the specified type to obtain.

https://m.me/{{id}}

3. Get the public page ID

3.1 Switch home page

First, log in to your Facebook homepage ( https://www.facebook.com ) > click on your avatar in the upper right corner > then switch to your public page.

Note: After completing the previous step, the previous public homepage may still be displayed, so you need to click the upper right corner again, select the public homepage you want to go to, and jump.

3.2 Get ID

After switching to the public homepage, the string of characters after "id=" in the URL above is the ID number of your public homepage.

3.3 Fill in ID

At this point, just replace the ID with https://m.me/{{id}} , the format is for example https://m.me/12232323233456

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Previous

Configuring and Using External Request Actions

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AI Knowledge Management

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [AI Knowledge Management](https://help-en.salesmartly.com/docs/knowledge-management)

Knowledge Management

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HomepageProduct IntroductionRobotAI Knowledge Management

AI Knowledge Management

Introduction

Many companies often need to build a multilingual, all-weather, and business-savvy, exclusive intelligent customer service assistant to provide 24/7 service. To this end, it is necessary to build an enterprise-specific knowledge base. The following will introduce how to upload a corpus through SaleSmartly [AI Knowledge Management], create an enterprise-specific knowledge base, and build an AI customer service agent.

Step-by-Step Guide

1. Enter the knowledge management dashboard

As shown in the figure below, click [Robot] - [AI Knowledge Management] in the left menu bar of the SaleSmartly dashboard to enter the HelpKnow AI knowledge management dashboard.

2. Create your own knowledge base

After entering the knowledge base, click [Create a Knowledge Base] to add your corpus.

Use scenarios:

You can use "Online Documents" to write SOP processes, logistics policies, return FAQs, etc.

If you already have an independent website, you can click "Text Document", then select "Online Data", and enter your site address to crawl the data of your entire site.

3. Edit the knowledge base

3.1. Selecting a knowledge base

After creating the knowledge base, click to select to enter the corresponding knowledge base editing page according to your needs.

3.2. Importing content

The method of importing content varies depending on the type of [AI Knowledge Base] you select. You can find the corresponding method of importing content below based on the knowledge base type [Online Documentation], [Text Document], [Product Library] or [Q&A Document].

Type 1: [Online Documentation] Knowledge Base

① Enter the knowledge management background, click the " Content " column on the left side of the page, click " + ", and select "Import".

② As shown in the figure, click to select the word document to import. Batch import is supported, and you can also drag the document directly here.

*Support *.docx, markdown formats

Type 2: [Text Document]

After entering the [Text Document] knowledge base, click [Add Content] in the upper right corner and select [Online Data].

In the input box, enter the link address you want to import, select [Site-Wide Import] or [Batch Import], and click [Identify links]. After the link identification is completed, click [Next].

After the data processing is completed, click [Confirm], and the content import is completed.

4. [AI Knowledge Management] Application

After creating the knowledge base, you can configure it into the AI ​​agent according to the following process to realize application scenarios such as intelligent question and answer and automated processes.

4.1 Creating an Agent

Enter the SaleSmartly backend, click [AI Robot], select [Select AI Agent], find Helpbots, and click [Add] to create a new agent.

The page jumps to the Helpbots entrance, and click [Create an Agent].

Select the "Knowledge Base" added in the previous step, click [Confirm], and you can test the effect in the debugging box on the right.

Click [Publish] in the upper right corner to publish the agent.

4.2 Agent Application

a. AI priority reception

AI agents can be used to handle standard inquiries, such as logistics timeliness, refund policy, etc. In the Salesmartly dashboard, click [AI Robots], turn on the robot status, and select the created agent.

Select [AI Robot Application Channels] (you can apply the AI ​​robot to all channels or specified channels) and click Save.

b. Set up [Automated Process] (Human-machine switching)

When the customer enters "manual" or "manual customer service" in the chat box, the robot will be automatically shut down and manual service will be assigned.

Click [AI Robot], select [AI Robot and Automation Trigger Rules] and select [Prioritize Triggering Automation].

Click [Project Management], select [Robot Reception Setup], and set [Keep Hosting] to off. (When a human takes over, the AI ​​robot will automatically exit)

Click the picture below to create a new automation process.

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Last modified: 2025-09-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.07.31

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Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Quick Start [Report]](https://help-en.salesmartly.com/docs/analysis-introduction)

The Reports enable you to evaluate customer service performance by analyzing workload and service quality. It provides key metrics such as total messages exchanged, the number of conversations initiated and completed, average first response time, overall response time (in seconds), and customer satisfaction scores, helping you gain valuable insights into service efficiency and customer experience.

### [Channel Analysis](https://help-en.salesmartly.com/docs/channel-analysis)

Channel Analysis

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HomepageProduct IntroductionReportChannel Analysis

Channel Analysis

1. Introduction

Channel Analysis provides a comprehensive data collection, analysis, and summary of various social media account channels, helping you understand customer interactions and chat activity across different platforms. This function allows you to track key metrics such as the total number of customers, new and returning customers, online customer service representatives, customer chat responses, and service agent replies across multiple channels, including WhatsApp, Messenger, Email, Instagram, Line, and chat plug-ins. You can view both an overall data summary and trend analysis to gain deeper insights.

2. Key Features

To analyze channel performance, navigate to [Report > Channel Analytics], select your desired time range and channels, and instantly view metrics like total number of customers, new customers, number of former customers served, number of online members, and agent-led follow-up activity，all in one streamlined interface.

2.1. Data Overview

• Total number of customers: the sum of all old and new customers during the corresponding filtering period.

• Number of new customers: The number of new contacts that are actively initiated by customers and generate conversations.

• Number of former customers served: The number of old customers refers to the number of non-new customers received on the day.

The indicator of the number of old customers received includes two parts: customer talk back and customer service reply chat:

◦ Customer chat back: Customer chat back refers to the number of people who actively send messages to existing old contacts within the same day, and the number of duplicates is removed within the same day.

◦ Members chat back: Members chat back refers to the number of people who the customer service staff actively sent messages to old contacts within the same day, and the number is deduplicated within the same day.

2.2. New trend/type distribution

In addition to the intuitive display of numerical values, you can also use trend charts and type distribution charts to understand the new trends of all account customers in the social media account channel during the corresponding filtering time period, as well as the distribution of customer types.

2.3. Statistics/member allocation details

In addition to the overall situation, you can also filter and view the customer data of each account under the social media account channel, as well as the specific situation of customer service reception of customers under each social media account channel, to help you understand the reception situation of each account and allocate reception tasks to team members more reasonably.

To facilitate secondary processing of data, you can also export data on social media accounts and customer service assignment details.

If you do not need to pay attention to old customers, you can turn off the switch to show repeat customers at the top of the channel analysis page.

After closing, the channel analysis page will only display data such as the total number of customers and the number of new customers. The old customer data will be hidden and not displayed on this page.

Frequently asked questions

1. How often is channel data updated?

Metrics refresh every 1-2 hours for near real-time accuracy.

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Service Overview](https://help-en.salesmartly.com/docs/service-overview)

Service Overview

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HomepageProduct IntroductionReportService Overview

Service Overview

1. Introduction

The Service Overview provides real-time visibility into your team’s workload and customer engagement. Track daily session volume, agent availability, and conversation trends to optimize response times and resource allocation.

2. Key Features

2.1. View daily service data

You can view the number of new sessions , the number of sessions being processed , and the number of online agents for the day.

2.2. Track the session volume trend

Analyze session volume trends over a custom time period. You can choose to view data by hour or day for a more detailed breakdown.

Note: Hourly data is only available for date ranges within the past seven days.

Frequently asked questions

1. When is “Today's Data” updated?

Metrics refresh hourly, ensuring near real-time accuracy for both daily snapshots and trend analysis.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Performance Report](https://help-en.salesmartly.com/docs/report)

Performance Report

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionReportPerformance Report

Performance Report

1. Introduction

Performance Report provides granular insights into agent workload and service quality across channels and timeframes. Track metrics like the number of messages exchanged, conversations started and completed, average first response time, average response time, customer satisfaction scores, and review engagement to optimize team efficiency and customer experience.

2. Key Features

2.1. Select analysis dimension

In the Analysis Dimension section, you can choose to view data based on welcome members, social media channels, social media accounts, or statistical time (monthly, weekly, daily, or hourly).

2.2. Filter data by date, agent or channel

Quickly refine your view by selecting specific timeframes, members, or social media accounts. You can also define custom time periods, such as analyzing data from 7:00 AM to 11:00 AM over the past week.

2.3. Customizable columns

Adjust your data display by selecting and arranging the columns according to your preferences. Simply click the Display Field option to modify the layout.

2.4. Description of Statistical Indicators

Note: The indicators below will be statistically analyzed based on the customer service, channel, time and other dimensions you selected.

• Workload metrics:

◦Number of assigned sessions: The total number of sessions accessed by the corresponding customer service staff.

◦Session generation time: The first message sent by the customer, not the manual access time.

◦Number of closed sessions: The total number of sessions that were accessed and ended by the corresponding customer service staff.

◦Message: The sum of visitor messages and customer service messages in all sessions.

◦Number of visitor messages: The sum of the number of messages sent by visitors in all sessions.

◦Number of member messages: The sum of the number of messages sent by customer service personnel in all sessions.

◦Average messages per session: The number of messages in all sessions/number of sessions.

◦Maximum messages in a session: Among all sessions, take the maximum number of messages in a single session.

◦Average session duration: The average duration of each session among all completed sessions.

◦Maximum session duration: The maximum single session duration among all ended sessions

• Work quality metrics:

◦First response time - average: The sum of the first response time of all sessions/number of sessions in all sessions.

◦Response duration - average: The sum of the duration of all responses in all sessions /number of responses.

For the specific definition of customer service response time, please refer to the following figure:

◦Number of first response sessions: A new session is generated after a visitor sends a message. When the customer service staff accesses the session and personally replies to the session, it is counted as a response session.

◦First response rate: = Number of first response sessions/Number of customer service access sessions (Number of customer service access sessions, i.e. number of allocated sessions).

◦Number of first unresponsive sessions: = Number of assigned sessions – Number of responded sessions.

◦Timely responses (24 hours): Number of sessions where the customer service staff responded to the message on time within 24 hours after the session was connected.

◦Timely response rate (24 hours): = Number of timely responses (24 hours) / Number of customer service access sessions.

◦Timely responses (12 hours): Number of sessions where the customer service representative responded to the message on time within 12 hours after the session was connected.

◦Timely response rate (12 hours): = Timely response number (12 hours) / Customer service access session number.

◦Total score for review invitation: The sum of all visitor scores in all sessions (only the chat channel sessions have the review invitation function).

◦Satisfaction: The sum of all visitor ratings in all sessions/the number of sessions with completed ratings (the latest rating data is taken for each session).

◦Number of invited review sessions: Total number of sessions that have initiated an invitation to review (but the visitor may not have completed the review).

◦Invitation rate: Number of sessions that have initiated invitations for ratings/the number of all completed sessions.

◦Completed rate: Number of sessions for which ratings have been completed.

◦Invited review rate: Number of sessions with completed review/the number of sessions that initiated review invitations.

◦Participation rate: Number of sessions with completed ratings/all completed sessions.

◦Quality inspection score: Average score of the quality inspection scores completed by the customer service. supervisor in the session, which is calculated by dividing the total quality inspection score by the number of quality inspection sessions.

◦Number of quality inspection sessions: Number of sessions in which the customer service supervisor completes the quality inspection scoring.

◦Quality inspection participation rate: Number of sessions in which the customer service supervisor completed quality inspection scoring/all completed sessions.

Frequently asked questions

1. Why can't my team members view report data?

Members need Performance Report permissions. Admins can enable this in [Setup > Team].

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Service Overview

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Subscription

Last modified: 2025-09-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Subscription](https://help-en.salesmartly.com/docs/cost-center)

Cost Center

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionSubscriptionSubscription

Subscription

1. Introduction

This guide explains how to monitor and optimize spending for your SaleSmartly project using the [Subscription].

2. Key Features

In the [Subscription], you can view the detailed payment status of the project, including the current version information, expansion packs, order details, and usage of project content.

2.1. Change/renew package

Click to change the package or renew immediately to enter the package consumption interface. By changing the package content, the system will automatically calculate the required fees and support multi-platform payment, making it convenient for you to change the package.

2.2. Wallet balance

Click Recharge to support payment on multiple platforms.

Click on the Details to view where the balance is used, which is convenient for your planning.

2.3. Additional features

Usage Statistics: Displays the usage of resources within the package. If resources are exhausted, you can purchase additional content resources at the package purchase site.

Order Details: Display your consumption records to facilitate your order inquiry.

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Last modified: 2026-03-30Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Customer Privacy Encryption Display Introduction](https://help-en.salesmartly.com/docs/customer-privacy-encryption-display)

Customer privacy encryption display introduction

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionTeamCustomer Privacy Encryption Display Introduction

Customer Privacy Encryption Display Introduction

1. Introduction

After turning on the customer information protection permission, the system will hide the corresponding information according to the protection scope you selected, and members with this permission will not be able to view the relevant content!

2. Key Features

2.1. Hide your phone number

After it is turned on, the mobile phone number is hidden by default and displayed as encrypted in the online chat customer information. See the preview below for how this appears to users.

2.2. Hide email address

After it is turned on, the mailbox is hidden by default, and the mailbox will be displayed as encrypted customer information in the online chat. See the preview below for how this appears to users.

2.3. Advertisement information hiding

For Facebook and WhatsApp API channels, after enabling advertisement information hiding, the advertisement information in the online chat customer information will only display the ad ID, without displaying the ad image or supporting jumps. See the preview below for how this appears to users.

2.4. Telegram username hiding

For Telegram Bot and Telegram APP channel customers, after turning on the hiding of Telegram user names, the Telegram usernames will be displayed as encrypted in the online chat customer information and group chat member management. See the preview below for how this appears to users.

2.5. Hide Facebook homepage information

After enabling the hiding of homepage information for private messages and comments on Facebook channels, the homepage information in online chat customer information will be set to be displayed only and cannot be jumped. See the preview below for how this appears to users.

Share this Article

Previous

Team

Next

Add AI members to team management

Last modified: 2025-07-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Add AI members to team management](https://help-en.salesmartly.com/docs/Add-AI-members-to-team-management)

I. Function Introduction

This article will explain how to add AI members. You can add AI virtual members to your team just like you would manage human members, allowing them to be assigned to handle customers, thus automating customer service and operational processes.

II. Operating Procedures

1. The team has added an AI member.

Go to the Team module in the menu, click Add Member, select Add AI Member, edit the AI member information, and select the social media account you want the AI member to host. After filling in the information, click Create to enter the AI member editing page of the AI building product helpknow.

⚠️: The number of AI members added will not count towards the project's package member limit.

2. Configure helpknowAI member capabilities

When creating an AI member for the first time, you will be guided through the creation process. Initialization prompts will be automatically generated for the scenario you select. You can also customize the content according to your business needs.

Once the configuration is complete, click "Publish" to return to the Salesmartly team and you can see that the AI member has been successfully created.

3. Assign sessions to AI members

3.1 Automatically allocate session capabilities through the system

When an AI member is online and linked to social media, conversations will be automatically prioritized for allocation to the AI member once automatic conversation allocation is enabled.

3.2 Manually assigning sessions

When a session is assigned to an AI member, the online chat allows users to view the sessions hosted by the AI member. Humans cannot reply to sessions hosted by AI members. After clicking to access the session, messages can be sent once the session is assigned to a member. Sessions successfully hosted by humans can also be reassigned to AI members.

### [How to connect existing AI members](https://help-en.salesmartly.com/docs/ru-he-lian-jie-yi-you-AI-cheng-yuan)

How to connect existing AI members-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionTeamHow to connect existing AI members

How to connect existing AI members

I. Function Introduction

This article will explain how to add AI agents, allowing you to manage virtual AI agents within your team just like human members. These agents can then be assigned to handle customer service, automating customer service and operational processes.

II. Adding existing AI members

1. When adding a new AI member to the team, select "Add an existing member".

Go to the Team module in the menu, click Add Member - select Add AI Member, choose to add an existing AI member, and select the social media accounts and other member information that the AI member wants to host.

2. Configure AI member capabilities

(1) Set the message receiving address

Enter your webhook receiving address here. After the session is assigned to an AI member, Salesmartly will push messages to this address.

(2) Message reply address

You can reply to messages via this address; see the specific message format for details.https://s.apifox.cn/b31cba49-e817-449d-8e82-7d957541a761

3. Assign sessions to AI members

3.1 Automatically allocate session capabilities through the system

When an AI member is online and has linked their social media account, you must enable "Auto-Assign Conversation" to automatically prioritize assigning conversations to AI members.

Additionally, you need to turn off the "Priority Robot Reception" setting. This will cause new sessions to be automatically placed in the "Pending Assignment" list and the system's automatic assignment rules will be executed, thus prioritizing the assignment of sessions to AI members.

Note that if the above configuration is not set, new sessions will not be automatically assigned to AI members by default.

Once a conversation is assigned to an AI member, you can view the conversation handled by the AI member in the [Chat Console - AI Members]. Note that AI members cannot directly reply to conversations handled by humans; you must click to access the conversation before you can take over the conversation and send messages.

3.2 Manually assigning sessions

Conversations with live customer service representatives can also be reassigned to AI members for handling.

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Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

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ZenCart

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Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

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TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

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Telegram APP Devices  (Personal)

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How to Integrate TikTok App

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Zalo App  (Personal)

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WeCom

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Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

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Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Quick Start [Setup]](https://help-en.salesmartly.com/docs/settings-introduction)

Quick Start [Basic Settings]

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HomepageProduct IntroductionSetupQuick Start [Setup]

Quick Start [Setup]

1. Introduction

The [Setup] is the control center for managing your SaleSmartly project. From configuring chat rules and team permissions to monitoring login activity, this module ensures smooth operations and optimized customer service workflows.

This guide provides an in-depth overview of [Setup] key functions and interfaces.

2. Key Features

2.1. Project management

This feature personalizes the project setup by managing chat rules (session allocation, AI chatbot settings, and notifications), chat tools (translation, message associations), and external display permissions. It ensures seamless and efficient communication between customer service representatives and customers, optimizing workflows and enhancing satisfaction.

2.1.1 Chat settings

In the session allocation, you can set the customer service allocation method to fit different business scenarios.

For example, you can automatically assign agents to new and returning customers, distribute chats based on agent availability, and configure chatbot hosting and response rules to streamline customer interactions.

2.1.2 Chat tools

Once enabled, the system automatically matches keywords entered by agents in the chatbox with the AI corpus and predefined responses, allowing agents to quickly select and send replies for faster, more efficient customer interactions.

2.1.3 Message reminder

Message reminders are divided into member side and visitor side. You can set the reminder trigger conditions, notification methods, trigger intervals, etc. of the messages respectively.

2.1.4 Other settings

Translation tool settings: Supports setting up third-party translation platforms (which consume translation characters), specifying visitor languages, and a switch for automatically identifying visitor languages.

The default chat mode for offline visitors in plugin channels: You can select the default chat method when visitors of plugin channels are offline, Email or chat plugin.

Session end confirmation: Enable a pop-up confirmation before ending a session.

Brand removal: Whether or not SaleSmartly branding is displayed in emails and chat boxes.

2.2. Team

Team management refers to the function of centralized management of customer service team members in the online customer service system.

This includes adding and setting reception limits, roles, channel chat permissions, etc. for customer service members, to achieve centralized deployment and permission control of your team members, so as to improve the collaboration efficiency and service quality of the customer service team.

2.2.1 Adding members

In [Team], click Add Member > Fill in member information > Assign roles > Click OK to add successfully.

There are two ways to add members: Quick add and email invitation:

Quick add: A member account is created directly under the project. No email address is required, but members cannot create new projects.

Email invitation: You can invite a registered user or create a new account by entering an email address. The member can then create a new project.

When assigning roles, you can select the system default role or add a custom role. Different roles are divided into two categories: administrators and ordinary members. At the same time, different roles have different project permissions. You can add custom roles according to your needs.

Note: Administrators can modify the permissions of ordinary members.

2.2 Member scheduling

Schedule: If a member has activated the schedule, the member's online status will be changed according to the online and offline time of the schedule, online/busy/offline. This will affect the allocation result of automatic allocation.

A: Click on Member Schedule, and you can view the current member schedule calendar for the most recent week.

B: Click Public Schedule Management, you can click Add Schedule, add a schedule for a custom interval, and click OK to add it successfully. You can then assign specific members.

2.3 Membership management

In the member management page, the administrator can view the basic information of the team, including: nickname, email, role, online status, employee schedule, number of sessions received, cumulative reception today, reception limit, creation time and other information, so that the administrator can have an overview of member information.

A: It also supports assigning shift schedules to members. Click Start Shift Schedule > You can choose Custom Shift Schedule/Select Shift Schedule > Click OK to set the shift schedule.

Customized shift schedule: This is a manually assigned shift schedule for this member, which is only valid for this member.

Select a shift schedule: You can select an existing public shift schedule, which refers to adding a shift schedule as mentioned in point 2.2.

B: You can modify the upper limit of the number of guests a member can receive today. Click Edit > enter the upper limit > click OK to successfully modify the number.

At the same time, you can modify members' basic information and other permissions, as well as delete them.

3. Subscription

In the [Subscription], you can view the detailed payment status of the project, including the current version information, expansion packs, order details, and usage of project content.

Click to change the package or renew immediately to enter the package consumption interface. By changing the package content, the system will automatically calculate the required fees and support multi-platform payment, making it convenient for you to change the package.

(A) Expansion pack: Includes the purchase of translated characters and EDM distribution times.

(B) Usage statistics: Displays the usage of package contents.

(C) Order details: Display your usage statistics and order history.

4. Project Management

In [Project Management], you can modify the project ID and enable enable technical access for SaleSmartly support.

5. Other Devices

[Other Device] provides device download channels for mini-programs, IOS/Android apps, and desktop version of the platform.

6. Monitoring logs

In Basic Settings, when a team member logs in or out of the project, a record will be generated in the login log list.

Use filters to review team member login/logout records, making it easier for you to monitor the security of team projects.

In [Setup - Monitoring Log], in the Online Log list, you can view detailed information such as each member's account status (online/offline/busy), status update time, and status duration.

You can use the online log to monitor the work status of each member in the project in detail, or filter by specific members to view their historical online records.

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Quick Start [App Store]](https://help-en.salesmartly.com/docs/app-store-introduction)

Quick Start [App Market]

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HomepageProduct IntroductionSetupApp StoreQuick Start [App Store]

Quick Start [App Store]

1. Introduction

The [App Store] offers a diverse range of practical applications designed to enhance your workflow. This guide provides an overview of its features and use cases, helping you navigate and maximize its capabilities quickly.

2. Key Features

The application market is divided into three main sections: my applications, third-party services, and independent stations.

2.1. My applications

All apps you install from third-party services will be displayed in the My Applications area, where you can set related settings or delete apps, making it easier for you to find and manage them in a timely manner.

Add-On apps

Enhance your workflow with add-ons like the Salesmartly Translation Tool and Salesmartly Email EDM.

Salesmartly translation tool: A built-in translation tool for the system. New users have a basic free quota of 1,000 words to help you chat smoothly in [Chat].

Salesmartly Email EDM: A self-developed EDM sending tool. You can purchase quotas to use in [EDM Distribution].

You can click [Check the Limit] to check your existing credit balance and click [Add Quota] to purchase the system credit limit.

Deleting apps

Taking the Deepl translation app as an example, in My Applications > click Set Up > click Uninstall App > click OK to uninstall, and you can delete the app.

2.2. Third-party services

Currently, SaleSmartly supports seven third-party applications to be integrated into SaleSmartly, including Google Translate, HelpLook, ChatGpt, SendCloud (International), and DeepL, etc.

2.2.1 Google Translate

After installing Google Translate, translations on the Google platform can be supported. This is mainly used in chat sessions with customers. You can change the platform in [Basic Settings - Project Management - Chat Tool Settings].

How to obtain the Google Translate API Key during installation? Click here for setup instructions.

2.2.2 HelpLook

HelpLook is a knowledge base tool that enables AI-powered replies via ChatGPT 3.5, supporting self-service inquiries across multiple chat channels (chat plug-ins, WhatsApp, Instagram, Line, WeChat, etc.).

How to Obtain HelpLook API Token? Click here for setup instructions.

2.2.3 ChatGPT

When customer service agents are busy, ChatGPT can automatically assist in answering customer inquiries.

Note: SaleSmartly prioritizes AI Corpus & Automation. If these are not triggered, ChatGPT takes over.

How to configure ChatGPT during installation? Click here to view the documentation.

2.2.4 SendCloud (International)

SendCloud (International) can provide EDM marketing and distribution capabilities to meet your needs.

How to obtain SendCloud Api parameters during installation? Click here to view the documentation.

2.2.5 DeepL

DeepL uses advanced neural networks for high-accuracy translations across 30+ languages.

How do I obtain the DeepL API key during installation? Click here to view the documentation.

2.3. Independent website

SaleSmartly has been integrated into all major independent station platforms. You can integrate SaleSmartly into your independent station and use the rich functions of the system such as chat plug-ins to receive customers, promote marketing, and increase the chat order rate.

Note: In addition to the ones shown in the picture, you can also go to your independent station platform-app store, search for [SaleSmartly] > click Integrate/Install to successfully integrate.

Below are the integration guides for major independent stations:

ShopLazza: ShopLazza-SaleSmartly Help Center

ShopLine: ShopLine - SaleSmartly Help Center

WordPress: WordPress - SaleSmartly Help Center

Shopify: Shopify - SaleSmartly Help Center

BigCommerce: BigCommerce - SaleSmartly Help Center

OpenCart: OpenCart - SaleSmartly Help Center

UEESHOP: UEESHOP - SaleSmartly Help Center

oemsaas: oemsaas - SaleSmartly Help Center

MeShop: MeShop - SaleSmartly Help Center

Shoptop: Shoptop - SaleSmartly Help Center

ZenCart: ZenCart - SaleSmartly Help Center

Shopyy: Shopyy - SaleSmartly Help Center

LeadongShop: LeadongShop - SaleSmartly Help Center

FunPinPin: FunPinPin - SaleSmartly Help Center

XShoppy: XShoppy - SaleSmartly Help Center

Squarespace: Squarespace - SaleSmartly Help Center

Google Tag Manager: Google Tag Manager integrated with SaleSmartly URL plugin - SaleSmartly Help Center

BelikeShop: BeikeShop-SaleSmartly-Help Center-SaleSmartly User Guide

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Last modified: 2025-07-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Differences between translation tools](https://help-en.salesmartly.com/docs/translate-tools)

Differences between translation tools

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HomepageProduct IntroductionSetupApp StoreTranslation ToolsDifferences between translation tools

Differences between translation tools

Below is a summary of the core advantages of the system's built-in translation tools.
Different tools have their own strengths in specific contexts, language coverage, and text types.
We suggest you choose the appropriate method based on your specific business needs to achieve the best translation results.

SaleSmartly AI Assistant

No registration required for integration: It can directly call mainstream translation services such as Google and DeepL, as well as built-in AI translation, without having to register and integrate APIs separately on each platform.

Multi-source integration: It integrates multiple underlying translation capabilities, allowing users to switch flexibly according to their needs and view and manage their usage quota in the background.

Ready to use immediately: This lowers the barrier to switching between multiple tools, making it ideal for scenarios that require rapid deployment of multilingual customer service or operations teams.

Google Translate

Automatic and accurate detection: It has a powerful automatic source language detection function, which can quickly identify and translate texts in unknown languages or mixed languages.

Versatility and a large language pool: It supports real-time translation between a vast number of languages, and its coverage of less common languages around the world and its basic translation capabilities are among the best in the industry.

High efficiency of direct translation: In short texts, daily communication, and scenarios where it is necessary to quickly grasp the main idea, the translation is direct and the semantics are conveyed quickly.

DeepL Translation

Native-speaker level translation quality: Utilizing advanced neural network technology, the grammar and vocabulary are extremely precise, with minimal "machine translation accent," resulting in fluent and natural translations.

Deep semantic capture: It excels at handling complex and long sentences, and can deeply understand the subtle semantics and deep context of the source language, greatly reducing tense and logical errors.

Formal Text Specialization: Demonstrates top-tier industry standards in translating documents that demand high rigor and professionalism, such as business contracts, academic papers, and formal emails.

Alibaba Translate

Extremely broad language coverage: Supports up to 214 languages worldwide, greatly satisfying the translation needs of less common and long-tail languages.

Multi-scenario solutions: covering a variety of complex scenarios, relying on Alibaba's vast ecosystem, the translation of terms in the field of cross-border e-commerce (such as product details and communication between buyers and sellers) is particularly authentic.

Tencent Translator

The top choice for long text translation: It has been specially optimized for translating sentences, articles, papers, and long documents, resulting in a high degree of reading fluency.

All-new AI-driven: Leveraging a brand-new artificial intelligence translation engine, it provides a natural translation experience that conforms to local expression habits.

Authentic everyday conversation: Combining Tencent's own social business ecosystem, it is closer to the real human language sense when handling informal texts such as colloquial and social chat.

Youdao Translate

Self-developed engine-driven: Based on NetEase Youdao's mature neural network translation engine, the text translation service is stable and reliable.

Hundreds of languages recognition: Supports automatic recognition and real-time translation of hundreds of languages.

The vocabulary database is extensive: relying on the vast data accumulated by Youdao Dictionary over many years, it has a very accurate grasp of the definitions of rare words, professional terms, and polysemous words.

Huoshan Translate

Ultra-high coverage: It can cover more than 99.5% of the call requirements in mainstream use cases and can easily handle high concurrency and high frequency translation requests.

Inter-language translation: Supports translation between 122+ languages to meet the diverse overseas expansion needs of enterprises.

Excellent throughput and speed: Refined through ByteDance's massive business lines (short videos, news, etc.), the translation response is extremely fast, making it suitable for streaming media or large-scale text processing.

Amazon Translate

High-quality machine translation: As a mature neural machine translation service under AWS, it can provide fast, high-quality and coherent language translation.

Enterprise-level large-scale processing: Ideal for enterprise users to perform batch document translation, real-time website localization, and complex system integration.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Configure Google Translate API Key?](https://help-en.salesmartly.com/docs/configure-the-google-translate-api-key)

How to Configure Google Translate API Key?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Configure Google Translate API Key?

How to Configure Google Translate API Key?

1. Function Introduction

This article will explain how to obtain the Google Translate API Key.

2. Operation process

1. Log in to the Google Cloud application page

Open the Chrome browser and use the guest mode to open the Google website > click Sign in in the upper right corner to start logging into your Google account.

If you have logged in to your Google account, you can directly jump to the Google Cloud application page: cloud.google.com click the blue button to start using it.

2. Apply for Google Cloud

2.1 Fill in account information

First, fill in the country/region . It is recommended to select the location of the node IP. For example, if you are using a British proxy, select the United Kingdom as the country/region. If you are using a US proxy, select the United States as the country/region.

Once you have selected your country, choose the option that best describes your organization or needs.

If you choose the corporate category here, you can also get an additional $100 in usage fees (on top of the $300), but you need to enter a business email in this step.

2.2 Identity Verification and Contact Information

Enter your phone number for post-authentication contact information.

Google will send a text message with a 6-digit verification code to verify your identity and confirm your contact information so that we can provide you with solutions to improve your Cloud experience. Standard rates apply.

At the flag icon in front of the phone number, click the down arrow and select China +86 . Fill in your domestic mobile phone number in the phone number field. After receiving the verification code, fill it in and continue to the next step .

2.3 Fill in payment information verification

This step is the key to registering for Google Cloud. You need to verify your credit card information and select individual as the account type .

• After selecting the account type, you need to fill in the payment method , that is, add a credit card or debit card.

Enter the credit card number, expiration date, and CVV 3-digit security code.

• In the address field, enter a billing address and zip code for the area where you are registered .

The billing address will only be mailed to this address after actual charges are incurred and paper bills are requested to be mailed.

The billing address can be found on Google Maps or obtained from a random address generator on the Internet.

• No tax information is required, click to start using .

After clicking Start using, you will receive a transaction reminder via SMS or bank APP. Google will deduct $1 from your credit card and return it immediately. At this point, your application for Google Cloud has been successful!

Note: When using a credit card for a USD transaction for the first time, a risk control call from the bank's credit card center will ask whether you are the one making the transaction. Just answer yes .

Your usage includes $300 in credits, which can be used in the next 90 days. You are now logged in to the Google Cloud operating platform interface.

Before logging in, Google Cloud needs to do a small survey and answer 4 questions. Of course, you can choose to close it. After answering the questions, click Finish .

Google will then recommend corresponding solutions based on your interests to host the website through Google Cloud.

3. Apply for the Google Translate API

3.1 Create a new Translate API project

Click Select Project to create a new Translate API project, create the project. Then click Continue.

3.2 Create a project

After clicking Continue > you will see the following screen, after entering your project name > click Create.

3.3 Enter the project

After successful creation, enter the project page.

3.4 Visit the Google Translate API page

Visit the Google Translate API page and click " Enable " to enable the Google Translate API under the project created earlier.

3.5 Get API Key

After enabling the Cloud Translation API, go to the API management page, click " Credentials " - " Create Credentials " on the left, and select the API key, as shown below:

When you see the pop-up window below, the Google Cloud Translator API key has been successfully created. Copy this API key.

4. How to configure Google Translate API in SaleSmartly

Log in to the SaleSmartly backend, click [ App Store] - [Google Translate ] > Install the app > Enter the API key you just copied in the API key input box > Click Save after completion , the system will be connected to Google Translate and the translation character count will no longer be deducted.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Obtain DeepL API Key?](https://help-en.salesmartly.com/docs/get-deepl-api-key)

How to Obtain DeepL API Key?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Obtain DeepL API Key?

How to Obtain DeepL API Key?

1. Introduction

This article will explain how to obtain a DeepL API key.

2. Step-by-Step Guide

2.1. Log in/Register for a DeepL account

First, click to login/register your DeepL account here.

2.2. Register and activate the DeepL API service

Click on the DeepL API > access interface above and click on activate free use immediately.

Navigate to DeepL API >Select Access Interface. Click Get Started for Free.

Select the API package service that suits you and click Sign Up for Free. You can choose any package here.

2.3. Get API key

After activating the API service, click the account in the upper right corner to enter the account settings.

Click the Account tab and scroll down to get your DeepL API key.

Frequently Asked Questions

1. Translation tool installation failed

When installing from the App Store, DeepL prompts “Translation tool installation failed. Please check on the official website whether the key is correct or if you have purchased the translation service.”

Analysis

DeepL offers two different products:

DeepL Pro (translation service)

DeepL API (developer interface) is used by SaleSmartly.

The SaleSmartly system uses the DeepL API.

Free API Keys from DeepL typically end with :fx

Paid Pro API Keys do not contain :fx and appear as a regular string

📖 For more details, refer to the official documentation.

If you are using a free API key ending in:fx, please note that DeepL has restricted our IP address from using free keys. We recommend purchasing a paid API key to resolve this issue.

To verify whether a free :fx key is restricted for our IP: Try testing the same key on a third-party translation platform such as Immersive Translate. If it works there but not in our system, it means our server’s IP is blocked from using that key. Unfortunately, the only solution is to switch to another translation service — there is no workaround.

If the key also fails in Immersive Translate, then the key itself has likely been restricted by DeepL. In this case, we suggest either switching to another translation service or contacting DeepL support directly.

⚠️ If you purchased your API key from a third party (e.g., Taobao), the key may be invalid or restricted. We strongly recommend obtaining your API key directly from DeepL’s official website to ensure its validity.

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Last modified: 2025-07-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?](https://help-en.salesmartly.com/docs/ali-translate-accesskey-id-and-accesskey-secret)

How to obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

1. Introduction

This article explains how to obtain the AccessKey ID and AccessKey Secret of Alibaba Translate.

2. Step-by-Step Guide

2.1. Log in to Alibaba Cloud AI Translation

Click to enter the Alibaba Cloud AI translation interface, machine translation_Alibaba AI translation_document image translation-Alibaba Cloud (aliyun.com)

If this is your first time entering the Alibaba Cloud AI Translation interface, you need to click Register/Login in the upper right corner to log in.

If you don’t have a Baidu account, register one first.

2.2. Enable translation service

After successful login, search for "text translation" in the search bar, enter the text translation activation page, and click Activate Now.

If you haven't verified your real name yet, you will be prompted to verify your real name first. Verification is required to activate the service. Click User Center to verify your real name.

Real-name authentication, both personal and corporate authentication are available.

If you have successfully verified your identity, click Activate Now to activate the text service.

2.3. Click to enter the Alibaba Cloud AI Translation Console

After successful login, click Console to enter the Alibaba Cloud AI Translation Console.

2.4. Enter accessKey management

After entering the console, move your mouse to the avatar in the upper right corner > and click AccessKey Management to enter the AccessKey management interface.

2.5. Create an accessKey

If you have created an AccessKey before but have forgotten it, you can click Create AccessKey to create a new AccessKey. If you have not created one before, click Create AccessKey to create one.

2.6. Security verification

The system will verify your identity, usually by using a mobile phone number verification code. Click Get Verification Code, enter the verification code, and click OK to successfully create it.

2.7. Get the accessKey

After successful creation, the system will show you your AccessKey ID and AccessKey Secret. Please be sure to write them down and save them. You can click Download CSV file in the lower left corner to save them.

Note: AccessKey ID and AccessKey Secret are only displayed once when they are created. If you accidentally forget them, please recreate the AccessKey and save it.

Frequently asked questions

1. How can I check my Alibaba Cloud Translation usage or remaining quota?

Visit: Machine Translation/Service Activation and Management to view usage details.

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How to Obtain DeepL API Key?

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How to Obtain Tencent Translator Secret ID and Secret Key?

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Obtain Tencent Translator Secret ID and Secret Key?](https://help-en.salesmartly.com/docs/tencent-translate-secret-id-and-secret-key)

How to Obtain Tencent Translator Secret ID and Secret Key?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain Tencent Translator Secret ID and Secret Key?

1. Introduction

This article will explain how to obtain Tencent Translator's Secret ID and Secret Key.

2. Step-by-Step Guide

2.1. Log in to Tencent Cloud

Click to enter the Tencent Cloud machine translation product interface, machine translation_intelligent translation_automatic translation-Tencent Cloud (tencent.com)

If this is your first time entering the Tencent Cloud Machine Translation product interface, you need to click Login/Free Registration in the upper right corner to log in.

2.2. Click to enter the Tencent Cloud Translation Console

After successful login, click Console to enter the Tencent Cloud Translation Console.

2.3. Enable machine translation service

After entering the console, search for machine translation, click machine translation, and enter the machine translation page.

Click to activate the paid version to activate the translation service.

Please note that after activating the paid version, if the free quota is used up, billing will begin. Please pay attention. Click the link to learn more. Machine Translation Billing Overview - Purchase Guide - Document Center - Tencent Cloud (tencent.com)

2.4. Enter access management

After successfully activating the service, enter the console, move the mouse to the avatar in the upper right corner, click Access Management, and enter the Access Management interface.

2.5. Create a new key

Click Access Key - API Key Management, and click Create Key.

Tencent Cloud currently only displays and saves the Secret ID and Secret Key when they are created, so if you have created them before but have forgotten them, you can create a new key and save it.

Note: If you have not completed real-name authentication, Tencent Cloud stipulates that you cannot create a new key without real-name authentication.

Real-name authentication can be done at a real-name authentication office. Personal authentication only supports users in mainland China, Hong Kong and Macao using the Mainland Travel Permit and supports users in Taiwan using the Mainland Travel Permit. If you are an enterprise, it is recommended that you undergo enterprise authentication.

2.6. Retrieve Your Secret ID and Secret Key

After the real-name authentication is successful, return to Access Key-API Key Management, click Create Key, and you can retrieve the Secret ID and Secret Key.

Note: After successful creation, the system will show you your Secret ID and Secret Key. Please be sure to write them down and save them. You can click Download CSV file in the lower left corner to save them.

FAQ

1. How to check the billing details?

Steps to check: Search for "Machine Translation" → Click on "Resource Package" to view your translation quota.
Link to check translation usage: https://console.cloud.tencent.com/tmt/resource_bundle

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Last modified: 2025-10-30Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

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Service Overview

Performance Report

Subscription

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Customer Privacy Encryption Display Introduction

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Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

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NChannel Integration

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Scene Tutorial

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Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

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Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

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Instagram

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Introduction to Instagram Channel Integration

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WhatsApp API

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How to Add a Traffic Widget to the Chat Plugin?

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Facebook Group Messaging & Recall Tutorial

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Practical Guide

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Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

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Introduction to Email Channel Integration

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How to Connect Your YouTube Account?

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How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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Practical Tutorials

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API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

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TikTok App

Chat Plugin

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

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### [How to Obtain the Youdao Translation Application ID and Application Key](https://help-en.salesmartly.com/docs/id-and-key-of-youdao-translations)

How to Obtain the Youdao Translation Application ID and Application Key-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the Youdao Translation Application ID and Application Key

1. Introduction

This guide provides a step-by-step process to get the Application ID and Application Key for Youdao Translation.

Note:

SaleSmartly currently only supports integration with the standard version of Youdao Translation, not the professional version.

2. Step-by-Step Guide

2.1. Log in/register with Youdao Translation AI Open Platform

Go to the Youdao Translation AI Open Platform, Youdao Zhiyun AI Open Platform (youdao.com)

If you’re a new user, click Login/Register in the upper right corner to sign in.

After successful login, click on the avatar to enter the management dashboard.

2. Create an application

After entering the management dashboard, click Business Guide-Application Overview. If you have created an application before, you can obtain the application ID and application key on this page.

If you enter this interface for the first time, click Create Application to create an application.

Edit app information

Application name: Fill in according to the prompts.

Select service: Check text translation. Other services are not currently supported.

Access method: Check API.

Application category: You can choose any one.

Finally, click OK to create it successfully.

3. Obtain the Youdao Translation application ID and application key

Go back to Business Guide - Application Overview to obtain the application ID and application key you just created.

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Last modified: 2026-01-15Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?](https://help-en.salesmartly.com/docs/accesskey-id-and-access-key-secret-of-volcano-translation)

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

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Start for Free

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HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

1. Introduction

This article will explain how to obtain the Volcano Translation AccessKey ID and AccessKey Secret.

2. Step-by-Step Guide

2.1. Enter the Volcano Translation Console

Account Login-Volcano Engine (volcengine.com)

If this is your first time entering the Volcano Translation, you need to click Register/Login in the upper right corner to log in.

After successful login, click to enter the console.

2.2. Real-name authentication

After entering the [Console], click on Authentication Now, and choose [Personal Real-Name Authentication] or [Enterprise Real-Name Authentication], and follow the instructions to complete the authentication.

The service can be activated only after successful authentication.

2.3. Activate the service

Enter the machine translation console

Entrance 1
Click here to enter the machine translation console.

Entrance 2
Click on a machine translation-related product to enter the [Machine Translation Landing Page] - click on [Management Console] to enter the machine translation console.

Entrance 3
Click the console navigation list and select [Machine Translation] from the AI platform to enter the machine translation console.

Enable machine translation service

Note: Click Activate to enable the service. If activation is delayed due to high demand, wait a few minutes before proceeding. At this time, please wait patiently for a few minutes before entering the console. Once you successfully enter the console page, the activation is completed. During this period, there is no need to repeatedly click Activate.

4. Obtain Access Key ID and Secret Access Key

After activating the service, move the mouse to the avatar in the upper right corner, select [API Access Key] from the drop-down list, and click [Create Key] to obtain the access key (Access Key ID, Secret Access Key). You can use this key to call the interface later, so please keep it properly.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.09.30

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Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?](https://help-en.salesmartly.com/docs/aws-translate-accesskey-id-and-accesskey-secret)

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionSetupApp StoreTranslation ToolsHow to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

1. Introduction

This article will explain how to obtain the AWS Amazon Translation AccessKey ID and AccessKey Secret.

2. Operation Process

2.1. Log in/create an AWS account

AWS Cloud Service-Professional big data and cloud computing services and cloud solutions provider (amazon.com)

If this is your first time entering the AWS Translation interface, you need to click Register/Login in the upper right corner to log in and follow the steps to register. Both personal and corporate accounts are acceptable.

Note: Compared with domestic translation software, AWS requires debit card and other information to create an account, please prepare in advance.

2.2. Go to IAM-My Security Credentials

After logging in successfully, enter "IAM" in the search bar and click the search result IAM.

Once in IMA, click My Security Credentials.

After entering My Security Credentials, scroll down to find Access Keys and click Create Access Keys.

2.3. Obtain the AccessKey ID and AccessKey Secret

After clicking Create Access Key, you can obtain the key information, as shown in the figure below. After successful creation, the system will show you your AccessKey ID and AccessKey Secret. Be sure to write them down and save them. You can click Download CSV file in the lower left corner to save them.

Note: You can create a maximum of two access keys and delete unnecessary keys when necessary.

Please note: The free balance of AWS translation is only 12 months. If the account is created for more than 12 months, it will be charged immediately. Please pay attention.

Amazon Translate Pricing – Amazon Web Services (AWS)

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Third Party Service

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Retrieve SendCloud API Parameters for Integration](https://help-en.salesmartly.com/docs/get-parameters-of-sendcloud-api)

Check all permissions, select the API_USER you just created, and copy the link: https://api.salesmartly.com/client/webhook/send-cloud-log to [Post the generated message to URL].

After completing these three configurations, click [Confirm Creation].

### [How to Set Up DuoPlus Cloud Phone for Multi-Account Verification](https://help-en.salesmartly.com/docs/duoplus-cloud-phone)

How to use DuoPlus cloud phone for verification

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HomepageProduct IntroductionSetupApp StoreThird Party ServiceHow to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

1. Introduction

This article will introduce you to using DuoPlus cloud phone for verification.

2. Step-by-Step Guide

2.1. DuoPlus Cloud Phone Introduction

DuoPlus supports the generation of multiple cloud phones to manage multiple accounts in batches, helping TikTok and WhatsApp account operators to start global cross-border marketing and solve the problems of cross-border multi-account device verification and multi-account operation.

2.2. Log in to the SaleSmartly

https://share.SaleSmartly.com/DuoPlus, enter the official website to register an account, and log in to the backend interface

Click [App Store] - [Third-Party Services] - [DuoPlus Cloud Phone]

2.3. DuoPlus cloud phone configuration and use

(Note: Currently, DuoPlus cloud phone only supports Socks5 type proxy configuration, and supports proxies in more than 50 countries and regions around the world)

2.3.1 DuoPlus Registration and Login

Jump to the DuoPlus registration page on the SaleSmartly and start registering for an account.

2.3.2 Create a cloud phone

After registering an account, enter the DuoPlus management interface, start creating a cloud phone, and click [Experience Now].

Enter the cloud phone purchase interface and select the number and duration of cloud phones you need to purchase according to your needs.

(Note: DuoPlus cloud phone requires users to configure Sock type proxy IP to use)

Cloud phone payment methods are divided into balance payment and cash payment.

Balance: The purchase fee will be deducted from the balance, and there is no payment fee. A handling fee will be charged when the single recharge amount is less than 100, and the temporary computing power startup fee will also be deducted from the balance.

Cash payment: Currently supports WeChat, Alipay, and PayPal. A handling fee will be charged if the single payment amount is less than 100.

After selecting the purchase duration and payment method of the cloud phone, click "Buy Now" in the lower right corner, and then enter the proxy IP configuration (if you are not redirected to the proxy configuration page, you can click in the "Cloud Phone" list to enter the proxy configuration page)

Start configuring the proxy, copy the host, port, account and password of the proxy IP, and paste it into the "IP or domain name" box with one click to automatically identify it, and click Detect Proxy. After the proxy detection is successful, click Complete Configuration to complete the creation of a cloud phone.

If the proxy detection fails, please contact customer service for troubleshooting.

2.4. Start using DuoPlus cloud phone

After creating a cloud phone, you can start using it normally for device verification, multi-account operation, live streaming, business communication, etc.

Users can choose the billing mode according to their needs, and pay by time (if there is sufficient balance) or purchase fixed computing power (start at any time). Click to connect to start the cloud phone

After clicking connect, wait a few seconds to complete the boot process, and a new cloud phone will be generated. The cloud phone supports multiple functions: image quality adjustment, batch file upload, one-click new phone, parameter modification, etc. You can refer to the internal function operation of the cloud phone.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

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Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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Quickstar-Integrated

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Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

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How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

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Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Set Up a ChatGPT API Key for SaleSmartly Integration](https://help-en.salesmartly.com/docs/configure-chatgpt-api-key)

How to Set Up a ChatGPT API Key for SaleSmartly Integration

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HomepageProduct IntroductionSetupApp StoreThird Party ServiceHow to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Set Up a ChatGPT API Key for SaleSmartly Integration

1. Introduction

This article will explain how to register ChatGPT and how to configure the ChatGPT API key.

2. Step by Step Guide

2.1. Register for ChatGPT

To register for ChatGPT, you need a foreign mobile phone number that can receive verification codes. If you don’t have one, you can go to the registration SMS platform ( https://sms-activate.org/ ) to purchase a number to obtain subsequent verification codes.

2.1.1 Register the SMS platform and recharge

(1) Open https://sms-activate.org/ (opens new window) and click on the upper right corner to register.

(2) Enter your email address and password to register. You will need to receive an activation email to activate your account.

Note: It is recommended to use email addresses such as gmail, outlook, or iCloud for registration.

(3) Activate your account and click Recharge.

(4) You can use Alipay to top up $1.

(5) After completing the payment, you need to wait for a few minutes for the balance to be displayed in your account.

2.1.2 Receive code on SMS platform

(1) Click Services on the right, search for OpenAI, and click Select.

(2) Select India or Brazil as your account and purchase a number.

(3) After purchasing the number, you will get a mobile phone code that can be used to receive the verification code. The number is 919862209703 in the picture below.

If you do not receive the verification code, you can refund it once for free within the validity period.

2.1.3 Register for an OpenAI account

(1) Go to https://beta.openai.com/signup (opens new window) to register.

(2) After successful registration, you will enter the mobile phone number verification page. Select the country where you just purchased the mobile phone number on the SMS platform, copy and paste the mobile phone code here, and click [ Send code ].

(3) Obtain the verification code from the SMS platform and enter it into the OpenAI registration interface.

(4) After registration, you can log in to https://chat.openai.com/auth/login.

2.2. Get the ChatGPT Organization ID and API key

(1) Enter the ChatGPT backend, click [ Setting ]-[ Organization ] to find the Organization ID and copy it.

https://platform.openai.com/account/organization

(2) Log in to SaleSmartly, open [ App Store ] - [ AI-Tools ] - [ ChatGPT ], and click Install Now.

In the installation pop-up, paste your Organization ID here.

(3) Go to the API keys page and click create new secret key to obtain the API key.

(4) Copy the API key and paste it into SaleSmartly. Finally, click the Install button to complete the ChatGPT configuration.

After access, AI corpus & automation will be triggered first. If AI corpus & automation is not triggered, ChatGPT automatic chat will be triggered.

Frequently Asked Questions

1. How to train ChatGPT?

SaleSmartly cannot train ChatGPT. If you want GPT to generate specific responses, you can choose to custom-train it. This training process is optional because GPT can still respond even without training. However, untrained GPT may not be able to accurately respond to content that meets your specific needs. It will only provide general answers based on its existing knowledge base.

If you need training, please refer to the official training documentation of ChatGPT, which requires certain programming knowledge: https://platform.openai.com/docs/introduction

2. How to check my model ID?

Log in to this website https://platform.openai.com/finetune?filter=all, as shown in the figure, you can see your model ID.

3. How to check whether there is a balance in ChatGPT connected to SaleSmartly?

Because SaleSmartly uses ChatGPT's API, you need to check your balance at this URL: https://platform.openai.com/settings/organization/billing/overview

Note:Need to use VPN.

4. ChatGPT auto-reply is not triggered?

• Check if ChatGPT has a balance. To check your balance, click here.

• Confirm whether the automatic reply trigger priority is full: AI Corpus>Automation Process>HelpLook>ChatGPT.

• To confirm whether robot hosting is enabled, please go to [Setup] - [Project Management]-[Chat Settings] - [Robot Reception Setup] to check.

• End the current session, delete the session on TG, and restart the session to see if it triggers GPT's automatic reply.

• The number of AI robot triggers has been used up. You can check the usage quota in the [Subscription].

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How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

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Last modified: 2025-07-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Send Emails for Free?](https://help-en.salesmartly.com/docs/send-mail-for-free)

How to Send Emails for Free?

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HomepageProduct IntroductionSetupApp StoreThird Party ServiceHow to Send Emails for Free?

How to Send Emails for Free?

SaleSmartly offers 2 methods to send bulk emails. Choose the option that fits your needs:

1. Send Emails Using Your Email Account (Free)

That is, use your authorized email account to send mass emails. Through this method, the platform will not deduct email fees, but you need to authorize your email account to SaleSmartly first.

Steps:

1. Go to [Integration] - [Email] channel, and click Add Email to access your Email account.

2. After you complete access, open [Mass Message], click Create Plan, select [Email] channel, and send group messages using your own email account.

3. Select the contacts you want to email on the mass email plan creation page. If no contacts are available, import them in bulk under [Customer List]. Write your subject line and content, then schedule or send it immediately.

2. Send Bulk Emails via EDM

With this method, you can use SaleSmartly’s EDM service to send bulk emails without linking your email account. However, a fee applies based on the number of emails sent.

Steps:

1. In the [App Store], click Check the Limit> Click Add Quota to purchase the number of emails you want to send. After the purchase is complete, you can send the corresponding number of emails.

2. Open [Marketing] - [Mass Message], click Create Plan, and set up your EDM campaign.

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Last modified: 2025-07-09Powered by

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Chat

Quick Start [Chat]

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Quickly Retrieve Session and Customer Information

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Quick Start: Customer Management

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Mass Messaging

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How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

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Messenger Marketing Messages Guide

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How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

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How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Exclusive Link Custom Domain Name Configuration

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Shopify

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Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

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How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

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How to Connect Your YouTube Account?

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Introduction to Instagram Channel Integration

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Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

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Slack Integration: Core Features & Automation Setup

VKontakte

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TikTok Business Account

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

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GoDaddy Business Email

Amazon Mail (WorkMail)

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Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

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SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

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Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Telegram App

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to integrate TikTok ad traffic identifiers?](https://help-en.salesmartly.com/docs/tiktok-VbQe)

How to integrate TikTok ad traffic identifiers?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageProduct IntroductionSetupApp StoreThird Party ServiceHow to integrate TikTok ad traffic identifiers?

How to integrate TikTok ad traffic identifiers?

I. Functional Overview

By authorizing your TikTok ad account in SaleSmartly, when a customer clicks on a TikTok ad and is redirected to your WhatsApp or Messenger and initiates a conversation, SaleSmartly can:
1. Identify the customer's source channel in the chat window and display an ad preview card (including ad name and ID) to help customer service understand customer intent and improve conversion rates.
2. Automatically distinguish between "organic flow" and "ad flow" in data reports to clearly present the real number of leads brought by TikTok ads.

II. SalesSmartly Binding

Preparatory work

Before you begin configuration, please ensure that you have the following:
1. Have a properly functioning TikTok for Business account.
2. A WhatsApp or Messenger account for receiving advertising leads has been successfully integrated into SaleSmartly.

1. Add a TikTok advertising account in the app store.

1) Log in to the SaleSmartly backend, find and click on 【Settings -> App Store】 in the left navigation bar.
2) In the application category, select 【Third-party services】, find the 【TikTok advertising account】 card, and click 【View now】.

2. Authorize and link your TikTok account

1) In the pop-up "TikTok Ads Account" management window, click the "Add" button.
2) The system will redirect you to the official TikTok authorization page. Please log in using your TikTok for Business account and check the boxes to allow SaleSmartly to access your advertising data.
3) After successful authorization, the page will automatically return to SaleSmartly, where you will see the linked TikTok account ID in the list.

3. Related social media channels

After authorization, you need to designate a WhatsApp/Messenger account for the system to receive TikTok advertising traffic.

1) In the list of linked TikTok accounts, click the "Link Social Media" button to the right of the target account.
2) In the pop-up account list, select the WhatsApp or Messenger account (not the agreement number) that you will use for TikTok advertising. Please copy the account number (you will need to fill it in during the subsequent ad configuration process), and finally click OK to complete the association.

III. Creating Message Ads on the TikTok Platform

1. Create a promotional campaign.

Please go to the TikTok Ads Management Platform, click the "Create" button in the top left corner to create a campaign, select "Lead generation", and click "Continue".

2. Set up ad groups

Configure the Optimization and bidding module to specify the channels for receiving TikTok ad traffic.

Conversion Location: Select "Instant messaging apps" to reach leads via third-party applications such as WhatsApp and Messenger.

Optimize Goal: Select "Conversations" to focus on achieving effective dialogue and communication.

Event: In the communication application, select "WhatsApp" or "Messenger" (currently only these two types of applications are supported) and select the message event set that has been created (automatically created after SaleSmartly authorization).

Account Linking: In the input box below, enter the WhatsApp or Messenger mobile number (including country code) that you have already linked.

3. Set up ad creatives (Ad)

Upload product video footage and click "Publish". Once the ad is approved, it will be officially launched. When a user initiates their first inquiry via the "Send message" button on the TikTok ad, the SaleSmartly chat window will automatically display "[xxx entered the conversation through the ad post]", and the corresponding ad information (including ad name and ID, which can be previewed) will be clearly displayed in the customer information card on the right, allowing you to follow up accurately.

Frequently Asked Questions (FAQ)

Q1: Why is the source of the advertisement not displayed in the chat window even though the customer has sent a message?

Check 1: Please verify if the customer actually came through clicking on a TikTok ad. If the customer added you through organic search or by directly entering their number, it's considered "organic traffic" and the ad source won't be displayed.

Check 2: Please proceed to steps 2-3, "Linked Social Media," and confirm that you have correctly selected the WhatsApp/Messenger account to receive messages.

Step 3: Please proceed to step 3-2, "Setting up an Ad Group," and confirm that you have correctly selected WhatsApp or Messenger as the communication channel and accurately entered the corresponding number. Due to TikTok's official policy restrictions, please use a real, legitimate account; protocol numbers are invalid.

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Last modified: 2026-03-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

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Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Get Free Translation?](https://help-en.salesmartly.com/docs/free-translation)

How to Get Free Translation?

Search...

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HomepageProduct IntroductionSetupProject ManagementChat SettingsHow to Get Free Translation?

How to Get Free Translation?

1. Introduction

Need translation solutions without draining your budget? SaleSmartly offers 3 flexible methods to fit your needs. No Google Translate balance is required.

2. Key Features

2.1. Google Local Translator (Free)

In this way, the platform does not charge translation fees, but you need to download the desktop version to use the Internet. (Google Translate has withdrawn from the Chinese market)

Available devices: Only available on desktop computers

Steps:

① Click to download

② After downloading, open the app > right-click the app icon > select Enable local translation, and support switching between different translation lines

Note: You need to be in an external network environment to translate normally; if the translation fails, please first check whether the network is normal and whether you can open the Google webpage? If normal, you can try to switch to other translation lines.

2.2. Third-party translation tools

Third-party translation platforms generally have a certain amount of free translation balance each month. Learning how to access third-party translation tools can save costs with free monthly translation quotas.

2.2.1 Use Google Translate API Key (pay Google)

In this way, the platform does not charge translation fees, but you must configure the Google Translate API Key and enter it into SaleSmartly. For details, please refer to Get the Google Translate API Key tutorial. After successful configuration, the Google API Key you entered will be used first for translation.

Compatibility: Web browser, computer desktop version, mobile app/WeChat mini program

2.2.2 Other third-party translation platforms

The following is a collection of free translation access tutorials currently supported by the system. You can install and download them in [App Store-Third Party Services].

DeepL: How to Obtain DeepL API Key?

Baidu Translate: How to get the Baidu Translate API key?

AliTranslate: How to obtain AliTranslate AccessKeyID and AccessKey Secret?

Tencent Translator: How to obtain Tencent Translator SecretID and Secret Key?

Youdao Translation: How to obtain the Youdao Translation application ID and application key?

Volcano Translation: How to obtain Volcano Translation AccessKeyID and AccessKey Secret?

AWS Amazon Translation: How to get AWS Amazon Translation AccessKeyID and AccessKey Secret?

2.3. Use platform translation services

This method is the official translation service of Google that this platform accesses. Since the official service charges fees, this platform will also deduct the corresponding translation character fee. You can purchase the translation character expansion package to ensure your normal use.

Available devices: Web browser, desktop version, mobile app/applet

How to purchase translation credits? Please go to the App Store and find the SaleSmartly translation tool > click Add Quota, as shown below.

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Monitoring Logs

Last modified: 2026-01-15Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Monitoring Logs](https://help-en.salesmartly.com/docs/monitoring-logs)

Monitoring Logs

Search...

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Referral Program

Start for Free

Menu

HomepageProduct IntroductionSetupMonitoring Logs

Monitoring Logs

1. Introduction

[Monitoring Logs] supports viewing changes in members' online status, and records detailed data such as date and logout reason, which is convenient for your subsequent quality inspection and verification. This chapter provides an overview of the core functions and detailed usage of the [Monitoring Logs].

2. Key Features

2.1. Login log

In Setup, when a team member logs in or out of the project, a record will be generated in the login log list.

With this feature, you can view team member login/logout records, making it easier for you to monitor the security of team projects.

2.2. Online Log

In [Setup - Monitoring Logs], in the Online log list, you can view detailed information such as each member's account status (online/offline/busy), status update time, and status duration.

You can use the online log to monitor the work status of each member in the project in detail, or filter by specific members to view their historical online records.

Supports multi-dimensional search by member, account status, date, and quickly find objects.

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Previous

How to Get Free Translation?

Next

Custom Field Usage Guide

Last modified: 2025-07-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Custom Field Usage Guide](https://help-en.salesmartly.com/docs/custom-fields)

Custom Field Usage Guide

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HomepageProduct IntroductionSetupCustom Field Usage Guide

Custom Field Usage Guide

1. Introduction

Through custom fields, you can create the fields you need according to your business to collect customer information

2. Key Features

2.1. Custom field

The creation and management of custom fields is only available to administrators and super administrators. Ordinary members do not have permission to do so.

(1) You can add a custom field by clicking Add New Fields in the Custom Fields of the Setup-Project Management. Custom fields currently support text fields (users can enter text content, limited to 500 characters) and drop-down options (users can select single or multiple choices), and the total number of custom fields that can be created is limited to 50.

(2) The created fields can be added and used in the pre-chat survey and offline information of the chat plug-in. At the same time, the added fields will also be displayed in the customer information and support modification and addition.

2.2. Use of custom fields

2.2.1 Using custom fields in chat plugins

(1) In the chat plug-in pre-chat survey and offline information retention, you can select the enabled custom fields. After saving, the customer can enter the configured field content when initiating a session with the plug-in.

(2) When a custom field is deleted or closed, the custom field configured by the plug-in will be deleted simultaneously. If all the fields in the pre-chat survey and offline information are custom fields and are all closed and deleted, the system will close the pre-chat survey and offline information.

2.2.2 View and edit custom fields in online chat

(1) All custom fields created and enabled in the basic settings will be displayed in the online chat customer information. Members can edit and modify the field content. When the field is closed, it will no longer be displayed and will resume display when it is reopened.

2.2.3 View and export custom field information in the customer list

(1) In the customer list, click Custom Display Column to set the custom fields you want to display. When a field is closed, it will no longer be displayed. It will resume display when it is reopened.

(2) The custom fields displayed in the list support export. If not selected, the exported information will not include custom content.

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Last modified: 2025-07-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Using SaleSmartly WeChat Mini Program to log in](https://help-en.salesmartly.com/docs/mobile-salesmartly)

Using SaleSmartly Mobile

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HomepageProduct IntroductionMobileUsing SaleSmartly WeChat Mini Program to log in

Using SaleSmartly WeChat Mini Program to log in

You can download the SaleSmartly applet in [Setup] - [Other Devices] and obtain the download QR code for Android and iOS systems so that you can handle customer messages at any time.

After following the official account and logging in, you can receive the latest news through the WeChat official account in real time. The following content will guide you on how to communicate effectively with customers through the WeChat official account:

Below are the QR codes for SaleSmartly’s WeChat official account, mini-program, and Android/Windows/iOS app:

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Mobile

Next

SaleSmartly Mobile APP Download Guide for Android & iOS

Last modified: 2025-07-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly Mobile APP Download Guide for Android & iOS](https://help-en.salesmartly.com/docs/android-ios-app-install)

SaleSmartly Mobile App Download Guide for Android & iOS

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageProduct IntroductionMobileSaleSmartly Mobile APP Download Guide for Android & iOS

SaleSmartly Mobile APP Download Guide for Android & iOS

Whether you're using an Android or iOS device, you can quickly install the SaleSmartly app and manage customer messages efficiently while on the go. Follow the steps below to get started:

1. Download and Install on Android Devices

You have two convenient options:

1.1 Scan the QR Code from the Official Website

Go to the [Download the App] page on the SaleSmartly official website > Find "Android App" > Scan the QR code using your phone.

Alternatively, you can copy the link to your mobile browser to download the installation package directly. Once downloaded, tap the file to install and launch the SaleSmartly app to access your dashboard.

1.2 Download via Google Play Store

Open the Google Play Store on your phone, search for SaleSmartly, and install the app. Once installed, open the app and log in with your account to start using it.

2. Download and Install on iOS Devices

Open the App Store, search for SaleSmartly, and tap the Download button to download and install the app.
Once installed, launch the app and log in with your account to access the system from anywhere.

Once installed, you’re ready to work on the move! Log in to the SaleSmartly app to receive customer messages in real time, respond quickly, and never miss a business opportunity.

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Using SaleSmartly WeChat Mini Program to log in

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Channel Integration

Last modified: 2025-06-18Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Access Social Media Chat Channels?](https://help-en.salesmartly.com/docs/access-social-media-chat-channels)

How to Access Social Media Chat Channels?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationHow to Access Social Media Chat Channels?

How to Access Social Media Chat Channels?

Module Introduction

On the SaleSmartly platform, you can chat with users of multiple social media accounts, centrally manage social media contacts, and conduct marketing outreach. The following article will teach you how to integrate Messenger and Facebook comments, Instagram private messages and comments, Email, Line, WhatsApp, and Telegram on SaleSmartly to help you communicate with users of different social media accounts more effectively and conveniently!

Module Description

1. Messenger and post-comment integration

For detailed operation procedures, please refer to: How to integrate Facebook?

(1) First, you need to authorize your Facebook account to the platform

(2) After logging into your Facebook account, click Continue as (your account name), select the homepage you want to bind, and then click [Continue]. Select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), and then click [ Save ]. After the authorization is completed, click [Got it] to jump back to the SaleSmartly system, as shown in the following example:

2. Instagram integration

Note: Before integrating Instagram, your account needs to be switched to a business account and linked to your Facebook homepage

The steps to switch business accounts and authorize Facebook homepages can be seen in the following section: How do you integrate Instagram?

3. Email integration

How to obtain the authorization code tutorial can be clicked: /docs/xaPTgy

4. Telegram bot integration

See /docs/TKwRo2 for details

5. Telegram personal account integration

For details, please see https://help-en.salesmartly.com/docs/integrate-telegram-app-deceive

6. WhatsApp Integration

For details, see https://help-en.salesmartly.com/docs/integrate-whatsapp-app-devices

7. LINE Integration

For details, see  https://help-en.salesmartly.com/docs/integrate-line-official-account

8. Slack Integration

See https://help-en.salesmartly.com/docs/integrate-Slack for details

9.TikTok Integration

For details, please see https://help-en.salesmartly.com/docs/integrate-tiktok

Frequently asked questions

1. What is a device?

Device refers to the cloud device provided by the Platform that can be mounted with a WhatsApp App account. One device can log in to one WhatsApp App account.

2. What is the number of members?

Refers to the number of sub-member accounts that can log in to the current project to meet the needs of multi-person collaboration in the team.

3. What is the number of social media accounts?

The number of social media accounts refers to the number of WhatsApp, FB homepages, chat plug-ins, Emails, Line, and other accounts that can be activated. Note that there is no limit on the number of connected social media accounts, but the number of activated accounts is limited. If more accounts need to be activated, this social media account can be expanded.

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Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Access Social Media Chat Channels?](https://help-en.salesmartly.com/docs/EGfeK67g)

How to Access Social Media Chat Channels?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationHow to Access Social Media Chat Channels?

How to Access Social Media Chat Channels?

Module Introduction

On the SaleSmartly platform, you can chat with users of multiple social media accounts, centrally manage social media contacts, and conduct marketing outreach. The following article will teach you how to integrate Messenger and Facebook comments, Instagram private messages and comments, Email, Line, WhatsApp, and Telegram on SaleSmartly to help you communicate with users of different social media accounts more effectively and conveniently!

Module Description

1. Messenger and post-comment integration

For detailed operation procedures, please refer to: How to integrate Facebook?

(1) First, you need to authorize your Facebook account to the platform

(2) After logging into your Facebook account, click Continue as (your account name), select the homepage you want to bind, and then click [Continue]. Select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), and then click [ Save ]. After the authorization is completed, click [Got it] to jump back to the SaleSmartly system, as shown in the following example:

2. Instagram integration

Note: Before integrating Instagram, your account needs to be switched to a business account and linked to your Facebook homepage

The steps to switch business accounts and authorize Facebook homepages can be seen in the following section: How do you integrate Instagram?

3. Email integration

How to obtain the authorization code tutorial can be clicked: /docs/xaPTgy

4. Telegram bot integration

See /docs/TKwRo2 for details

5. Telegram personal account integration

For details, please see https://help.salesmartly.com/docs/ru-he-ji-cheng-Telegram-she-bei

6. WhatsApp Integration

For details, see /docs/x1uKOH

7. LINE Integration

For details, see /docs/bUi8YR

8. Slack Integration

See /docs/jEyD9t for details

9.TikTok Integration

For details, please see /docs/TIKTOK

Frequently asked questions

1. What is a device?

Device refers to the cloud device provided by the Platform that can be mounted with a WhatsApp App account. One device can log in to one WhatsApp App account.

2. What is the number of members?

Refers to the number of sub-member accounts that can log in to the current project to meet the needs of multi-person collaboration in the team.

3. What is the number of social media accounts?

The number of social media accounts refers to the number of WhatsApp, FB homepages, chat plug-ins, Emails, Line, and other accounts that can be activated. Note that there is no limit on the number of connected social media accounts, but the number of activated accounts is limited. If more accounts need to be activated, this social media account can be expanded.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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Quickstar-Integrated

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What is SaleSmartly?

What is SaleSmartly?

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How to Contact Us

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Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Edit and Add Chat Plugin?](https://help-en.salesmartly.com/docs/add-chatplugin)

How to Edit and Add Chat Plugin?

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HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationHow to Edit and Add Chat Plugin?

How to Edit and Add Chat Plugin?

Function Introduction

After adding a chat plugin to your independent website, you can automatically reply to visitor messages directly on your website pages without redirecting to other pages, improving chat conversion rates. Moreover, you can add traffic-driving components to the chat plugin, allowing visitors to jump to corresponding traffic channels by clicking, achieving the benefits of traffic marketing and distributed customer service.

As you can see, adding a chat plugin can solve many customer service scenario requirements. This article will explain how to add and edit a chat plugin.

Operation Process

1. Add Chat Plugin

Click Chat Plugin under Connections > Click Add to enter the addition interface.

After editing the chat plugin name, create the chat plugin.

Enter the site connection page to install the chat plugin on your website, or access personalized style settings.

1.1 Install Plugin

You can install the plugin on your website. Installation methods are as follows:

•For self-built websites: You can install SaleSmartly on your website using the JavaScript code under "Others".

1.1.1 Install SaleSmartly on Self-Built Website

After accessing the server where the site is hosted, find the file containing the tag (usually index, please consult the site's development engineer for details), open the file, paste the JavaScript code before the tag, save the changes and the installation will be successful.

• You can install the plugin on various sites, including Shopline, Shoplazza, Shopify, Shopyy, etc. For details, see:

How to install SaleSmartly on a standalone website

The following shows you how to install SaleSmartly in your ShopLine app store, and the same goes for other independent sites:

2.Edit Chat Plugin

Enter the chat plugin editing interface, where you can see two main areas. The left side is the configuration area, including: Chat Plugin Section, Entry Configuration, and Other Configuration. The right side is the preview area.

When you edit the chat plugin in the configuration area, you can preview the edited plugin style in real-time on the right preview area, making it convenient for you to edit the plugin.

The following will introduce each section of the configuration area in detail combined with the preview area.

2.1 Chat Plugin

Configure basic settings and content settings for the plugin, including theme color, brand name, homepage mode, content expansion, etc.

2.1.1 Basic Settings

•Chat Plugin Name: Refers to the name of this chat plugin (visible to customer service only).

•Brand Name: Refers to the display name of this chat plugin to the public

•Theme Color:You can customize the main background color after the chat plugin is expanded, as shown below.

•Brand Logo: Refers to the avatar on the left side of the title at the top of the chat plugin.

•AI Agent Avatar: Refers to the avatar of the message sender when the bot replies to visitors.

•Language: You can set the language of prompts within the plugin, including prompts, button names, error feedback, and other display languages.

•Homepage Mode: You can set whether to enable homepage mode for the chat plugin.

2.1.2 Content Settings

•Subtitle: After setting, it will be displayed in the chat plugin information bar, serving as auxiliary supplementary explanation. Can be customized to enable.

Subtitles support switching subtitle content based on whether customer service is online.

•Notice Board: You can set content that needs customer attention, such as promotional ads and customer service hours, to be displayed in the notice board. You can also set personalized options such as notice board color and content links to help you achieve precise marketing.

•Content Expansion: You can set your help center document address. Visitors can jump to the corresponding link in the chat plugin to view relevant help documents.

•Information Survey: You can collect user information such as name, phone number, and email by setting "Pre-chat Survey" and "Offline Lead Capture".

•Pre-chat Survey: After enabling pre-chat survey, visitors must fill in the survey information you set when they open the chat window before they can send messages to you. Both pre-chat survey and offline lead capture support adding up to 4 fields, including email, name, company name, phone number, and custom fields. You can also set whether fields are required and delete/adjust fields.

•Offline Lead Capture: After enabling offline lead capture, when no customer service is currently online, visitors must fill in the survey information you set before they can send messages to you.

•Lead Capture Button: After enabling, a lead capture button will appear in the chat window, and visitors can click it voluntarily to fill in information.

•Force Popup: After enabling, visitors cannot send messages before completing lead capture (if not enabled, visitors can choose to close and skip lead capture).

Comparison: Pre-chat survey tends to require customer information before starting a conversation, while offline lead capture tends to be a method of collecting customer information when no customer service is online.

2.2 Entry Configuration

Configure the entry style, entry layout size, channel integration entry, etc. of the chat plugin.

2.2.1 Entry Style

•Entry Collapsed: Default is icon not collapsed, as shown below.

Enable icon collapse to consolidate the display icon into a single one. Two styles can be set: collapse to sidebar or collapse to single icon.

2.2.2 Entry Layout

•Entry Position: You can set whether the chat plugin is displayed on the left or right side of the website.

•Custom Icon: Divided into default icon and selected icon. Default icon refers to the style when the mouse is not hovering; selected icon refers to the style when the user hovers or clicks the icon. The system comes with default styles, and both styles can be customized.

•Mobile: You can set the entry icon size and position displayed by the chat plugin on mobile devices. Three styles can be set: small, medium, and large.

•PC: You can set the entry icon size and position displayed by the chat plugin on PC. Three styles can be set: small, medium, and large.

•Bottom Distance: Refers to the height from the plugin/sidebar to the bottom of the website. Can be set from 0px to 500px.

2.2.3 Channel Integration Entry

•Channel Integration Entry: You can display multiple channel entries on the webpage or within the chat plugin, including chat plugin, Messenger, Line, WhatsApp, Email, etc., to help you achieve traffic-driving effects.

•Display Effect Within Window: When the chat plugin has homepage function enabled, entry style is set to collapsed, and integration entry style is set to display within window, channel entries will be displayed on the homepage.

When homepage is not enabled, the display effect is as follows: mouse hover expands channel entries.

2.3 Other Configuration

You can set chat settings and display settings, etc.

2.3.1 Chat Information Settings

•Unread Message Preview: When enabled, when your chat plugin is not expanded, the first unread message from visitors can be displayed next to the icon. Supports displaying the first unread message or the latest unread message.

•Message Recall Notification: When enabled, visitors can see notifications when customer service recalls messages.

2.3.2 Display Settings

•Specify Page Display: When installing the plugin to your independent website or webpage, the plugin will be displayed on all pages of your website by default. You can use display configuration to configure which pages need to display the plugin and which pages do not need to display the plugin. The same applies to mobile.

•Mobile Chat Page Full Screen: You can set whether the chat plugin window fills the entire screen or displays half-screen when visitors chat on mobile devices.

•Auto Expand: You can set how long after a user enters the website for the chat window to automatically expand, facilitating users to inquire about products immediately, as well as intelligent settings such as automatically opening for new users.

•Window State: When visitors close your website or switch to another website and then return to your website, the chat plugin window maintains its previous expanded or collapsed state.

•Access Restriction: You can set to hide the chat plugin based on the user's IP location or specific IP addresses accessing your website.

2.4 Save

After editing the chat plugin, click Save to complete the editing.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Add Chat Plugin to Your Website?](https://help-en.salesmartly.com/docs/chat-plugin-to-self-built-site)

How to Add Chat Plugin to Your Website?

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HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationHow to Add Chat Plugin to Your Website?

How to Add Chat Plugin to Your Website?

1. Function Introduction

Adding a chat plug-in to your site can help you answer visitors' inquiries, and you can add third-party traffic channels to the chat plug-in to help you achieve application scenarios of traffic diversion and diversion.

This chapter will focus on how to add a chat plug-in to your site.

2. Operation process

hint

If you build your site, you can install the SaleSmartly chat plugin on your website through JavaScript code

2.1 Copy the code

•In [ Integration-Chat Plugin ], select the plugin you want to install from the list and copy its code;

•Or in the operation area on the right side of the plug-in you want to install, click Edit Plug-in > Integrate/Install > find the Customer Service Plug-in installation location, where you can also view the code.

2.2 Paste the code

Hint

After copying the code, go to your site to install SaleSmartly. It is recommended to find a development engineer to complete this step.

After accessing the server where the site is hosted, find the file containing the tag (usually index; please consult the site's development engineer for details), open the file, paste the JavaScript code before the tag, sand ave the changes, and the installation will be successful.

Vue framework introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

React framework introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

HTML file introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

Uni-app framework introduces JavaScript code examples

Uni-app does not support installing chat plugins

PHP import JavaScript code example

Place it in the index.html file of the project (the file location may be different)

Effect display

Angular introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

2.3 Demo

Please visit: Click to jump

3. Frequently Asked Questions

3.1 Install the chat plugin to optimize web page loading speed

The SaleSmartly chat plugin itself does not affect your website's loading speed. If your website is loading slowly, you can try the following methods:

(1) Use defer (recommended)

In your HTML file, use:

html

<script src="https://.../js/project_xxxxx_xxxxx_xxxxxxxx.js" defer></script>

(2) When using async

The script loads and executes without blocking HTML parsing, but the execution order is not guaranteed:

html
<script src="https://.../js/project_xxxxx_xxxxx_xxxxxxxx.js" async></script>

(3) Load the SDK after all page resources are fully loaded

The SDK may load more slowly in this case:

javascript
window.addEventListener('load', () => {
// Manually load the SDK here
});

(4) Load the script on demand

💡 Tip: Insert the script manually when needed.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Add a Traffic Widget to the Chat Plugin?](https://help-en.salesmartly.com/docs/traffic-widget-to-chat-plugin)

How to Add a Traffic Widget to the Chat Plugin?

Search...

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HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationHow to Add a Traffic Widget to the Chat Plugin?

How to Add a Traffic Widget to the Chat Plugin?

1. Function Introduction

Add a traffic diversion component to the chat plugin. When a visitor visits your website, he or she can choose the communication channel he or she wants to start a conversation with you. This is convenient for visitors and can also help you achieve practical scenarios of diverting visitors or diverting them to third-party channels.

This article will introduce how to add the traffic-generating components of each channel to the chat plug-in.

2. Operation process

2.1 Edit entry

In [ Integration - Chat Plugin ], find the plugin to which you want to add the drainage component, click the drainage component, or click Edit Plugin to enter the editing page.

2.2 Enter the edit page

Each chat widget" has a switch and corresponding configuration. Under the entry integration category, you can set the display effect of the drainage widget and open the integrated entry of the corresponding drainage channel. Click Display Entry > Enter your contact information.

2.3 Effect after adding drainage components

2.4 How to add drainage components

The following will briefly describe how to integrate each entrance into the chat plug-in (the operations of WeChat customer service and Email are relatively simple and similar, so I will not repeat them)

2.4.1 How to add WhatsApp traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the WhatsApp portal under the portal integration category. You can directly associate the business API number that has been connected to SaleSmartly or directly enter the WhatsApp number to complete the configuration.

2.4.2 How to add Messenger traffic diversion components

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Messenger entrance under the Integration/Installation category. You can directly associate the Facebook homepage that has been connected to SaleSmartly or directly enter the FB homepage ID number to complete the configuration.

How to obtain FB homepage ID:

(1) Log in to Facebook (click to go to login), click the [ Public Page ] module, and select the page you want to integrate.

(2) Go to the public homepage management page, copy the ID string of the URL at the top of the browser, and then fill it in the SaleSmartly backend.

2.4.3 How to add LINE drainage components

In the backend [ Integration - Chat Plugin - Edit Plugin ], find the LINE portal under the portal integration category. You can directly associate the LINE number that has been connected to SaleSmartly or directly enter the LINE official account ID number to complete the configuration.

There are two ways to add LINE: LINE authorization and entering a LINE official ID.

LINE authorization is more complicated, but this method can guide visitors to authorize LINE information and obtain visitor access URL. You can go to How to authorize LINE to chat plug-in? document to learn the detailed operation of adding LINE components. This section only briefly introduces how to obtain LINE official account ID.

Get the LINE official account ID.

Open the LINE app, find your official account, and go to the official account homepage - find the official account ID in the bottom area (note, it is the string of numbers and letters after @, so you don’t need to fill in @), and then fill it in the SaleSmartly backend.

2.4.4 How to add Telegram traffic-generating components

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Telegram portal under the portal integration category. You can directly associate the Telegram number connected to SaleSmartly or directly enter the Telegram robot ID number to complete the configuration.

How to get the elegram bot ID?

In the Telegram APP, open the chat interface with BotFather > send [ /mybots ] to view the name of the bot. The Telegram robot ID is the bot name.

The ID "susubbot," shown in the picture, is used as an example. In actual operation, each user's ID will be unique and different.

2.4.5 How to add an Instagram traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Instagram portal under the portal integration category. You can directly associate the Instagram account that has been connected to SaleSmartly or directly enter the Instagram account ID number to complete the configuration.

How to get an Instagram account ID?

On the Instagram app, open your homepage and enter the account ID in the upper left corner into the SaleSmartly backend.

2.4.6 How to add a TikTok traffic-generating widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the TikTok portal under the portal integration category. You can directly associate the TikTok account that has been connected to SaleSmartly or directly enter the TikTok account ID number to complete the configuration.

How to get a TikTok account ID?

On the TikTok website, open your homepage and enter the account ID in the red box into the SaleSmartly backend.

Note: You don’t need to fill in the @ in front; just copy the URL behind it

2.4.7 How to add VKontakte traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the VKontakte portal under the portal integration category. You can directly associate the VKontakte number that has been connected to SaleSmartly or directly enter the VKontakte account ID number to complete the configuration.

How to get a VKontakte community account ID?

Open the VKontakte website and go to the community's management page.

The information in the red box is the community ID.

Share this Article

Previous

How to Add Chat Plugin to Your Website?

Next

How to Add a Chat Plugin to an Independent Website?

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Add a Chat Plugin to an Independent Website?](https://help-en.salesmartly.com/docs/chat-plug-in-independent-station)

How to Add a Chat Plugin to an Independent Website?

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HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationHow to Add a Chat Plugin to an Independent Website?

How to Add a Chat Plugin to an Independent Website?

1. Introduction

After adding the chat plug-in to your independent website, you can automatically reply to visitor messages on your independent website page to increase the chat order rate; not only that,

You can also add multiple traffic diversion components to the chat plug-in to achieve practical scenarios such as diversion/drainage. As you can see, adding a chat plug-in can solve many customer service demand scenarios. This article will explain how to add a chat plug-in to your independent website.

2. Operation process

SaleSmartly has been integrated into all major independent station platforms. You can integrate SaleSmartly into your independent station and use the rich functions of the system such as chat plug-ins to receive customers, promote marketing, and increase the chat order rate.

Here, we have organized the integration-related processes of major independent sites for you, as shown below:

Shoplazza: Shoplazza-SaleSmartly Help Center

ShopLine: ShopLine - SaleSmartly Help Center

WordPress: WordPress - SaleSmartly Help Center

Shopify: Shopify - SaleSmartly Help Center

BigCommerce: BigCommerce - SaleSmartly Help Center

OpenCart: OpenCart - SaleSmartly Help Center

UEESHOP: UEESHOP - SaleSmartly Help Center

oemsaas: oemsaas - SaleSmartly Help Center

MeShop: MeShop - SaleSmartly Help Center

Shoptop: Shoptop - SaleSmartly Help Center

ZenCart: ZenCart - SaleSmartly Help Center

Shopyy: Shopyy - SaleSmartly Help Center

LeadongShop: LeadongShop - SaleSmartly Help Center

FunPinPin: FunPinPin - SaleSmartly Help Center

XShoppy: XShoppy - SaleSmartly Help Center

Squarespace: Squarespace - SaleSmartly Help Center

Google Tag Manager: Google Tag Manager integrated with SaleSmartly URL plugin - SaleSmartly Help Center

BelikeShop: BeikeShop-SaleSmartly-Help Center-SaleSmartly User Guide

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Exclusive Link Domain Name Resolution Process](https://help-en.salesmartly.com/docs/exclusive-link-dns-resolution-guide)

Exclusive Link Domain Name Resolution Process

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationExclusive Link Domain Name Resolution Process

Exclusive Link Domain Name Resolution Process

1. Background

When you open the exclusive link in the Microsoft Edge browser, you will be prompted with "This website has been reported as unsafe" and "It has become popular". It is normal to access it using the Google Chrome browser. This is because the Microsoft Edge browser has restrictions. If you want to continue accessing, you can click Continue to access or do domain name resolution.

2. What is a domain name?

A domain name is an address used to identify and access a website on the Internet. It is simply a website link. It is similar to an address or phone number in real life. Just like your home address allows friends to find your home, a domain name allows others to find your website.

3. What kind of problems can exclusive link domain name resolution solve?

● Prevent the problem of "This website has been reported as unsafe" when opening a dedicated link in Microsoft Edge browser ● Can be opened in WeChat built-in browser, not restricted by WeChat, improving user experience ● Make it easier for the other party to remember your website

4. Environmental requirements

Second-level domain name

Pro and above (Package prices can be found in SaleSmartly package prices )

SSL certificate (optional)

5. Add parsing record

Note: The following demonstrates the steps to add resolution records for Alibaba Cloud domain names. For different domain name service providers, please refer to the actual domain name service provider's dashboard.

Wildcard domain resolution is not supported. Only specific domains or multiple individual domains pointing to our record value cname.slinkchat.top are supported.

Go to Alibaba Cloud official website, click Products - Selected Products - Domain Name

Select Domain Console.

Domain Name List- Find your domain name and click to resolve.

Add parsing record

Warning: Please add the domain name resolution record to the domain name backend with the following resolution record information. This platform does not provide instructions on how to add resolution records. You need to do it yourself or ask your technicians to do it.

Record type: CNAME-points a domain name to another domain name

Host record: fill in as you like, no requirements, such as www

Record value: cname.slinkchat.top

Add parsing record example.

Warn

Before sending it to customer service, please carefully check whether the [Record Type] [Host Record] [Record Value] are filled in correctly. This is very important! After parsing, you need to send a screenshot of the parsing record interface to our customer service staff.

Here is a sample graph after adding parsing:

6. Confirm dedicated connection

Confirm which exclusive link corresponds to the domain name and send it to the customer service staff . The method for obtaining the exclusive link is as shown in the figure below:

7. Verification Test

After the technical staff has processed it, open the domain name in the browser to access it. If the following interface is displayed, the resolution is successful.

8. Frequently Asked Questions

8.1. After doing domain name resolution, it still prompts that it is not safe.

Usually, it is because there is a problem with the website's security certificate (SSL certificate). SSL certificates are used to encrypt data transmission between the website and the user (i.e., https access) to ensure the security of information. If there is a problem with the certificate, the browser will issue a warning.

What are https and ssl? What is the relationship between them?

Click to view

Solution: Refer to SSL Certificate (Optional) for this step

8.2. What should I do if I have multiple domain names?

You can add different resolution records and associate each resolution record with a dedicated link

Assuming you have a primary domain name example.com, add the following resolution records and pair them with the exclusive link relationship resolution record value A.example.com ----- exclusive link A
Parsing record value B.example.com-----exclusive link B
Parsing record value C.example.com-----exclusive link C
Parsing record value D.example.com-----exclusive link D
Parsing record value E.example.com-----exclusive link E
Parsing record value F.example.com-----exclusive link F

Note: The above are just examples. Please fill in your own

8.3. Does the domain name need to be registered?

Whether a domain name needs to be registered depends on its resolution and service content. If your domain name resolution points to a server in mainland China and your website plans to provide web services to the public in mainland China, then registration is required.

If the domain name resolution points to a server outside mainland China (such as Hong Kong, China), there is no need to complete a filing with the Ministry of Industry and Information Technology, but a filing with the Public Security Bureau may be required.

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How to Add a Chat Plugin to an Independent Website?

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Exclusive Link Custom Domain Name Configuration

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Exclusive Link Custom Domain Name Configuration](https://help-en.salesmartly.com/docs/exclusive-link-domain-resolution-process)

Exclusive Link Custom Domain Name Configuration

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HomepageChannel IntegrationNChannel IntegrationChat Plugin IntegrationExclusive Link Custom Domain Name Configuration

Exclusive Link Custom Domain Name Configuration

I. Function Introduction

Binding your personal domain to a dedicated link can help enhance your brand's professionalism and credibility. This article will introduce how to bind your personal domain to a dedicated link in a chat plugin.

II. Operating Procedures

1. Enter the domain name through the SaleSmartly exclusive link.

2. Verify the domain name

Verify the CNAME and TXT records generated on the page using a domain management platform (such as Alibaba Cloud/GoDaddy). The following example demonstrates how to configure this using the Cloudflare platform.

hint:

The following example demonstrates how to configure Cloudflare; however, the actual configuration should be based on your domain's backend settings.

(1) Enter the Cloudflare platform and add a record in the DNS records of the domain management (for other platforms, find DNS management).

(2) Add a CNAME record

Select "Add CNAME Record," fill in the corresponding content for the host record and record value from the CNAME record generated on the dedicated link page, and save.

(3) Add TXT records

Select "Add TXT Record," and fill in the corresponding information from the TXT record generated on the dedicated link page: Certificate Verification TXT Name, Certificate Verification TXT Value, Hostname and Verification TXT Name, and Hostname and Verification TXT Value. Then save the file.

(4) Verify successful domain binding on SaleSmartly

Click to verify the connection and test if it was successful. Domain verification typically takes 5-60 minutes to complete and take effect. If it fails, wait and click verify again. Once verified, it will indicate that it is in use; copy the link to share and use it.

Frequently Asked Questions:

1. I have multiple domain names, what should I do?

Different parsing records can be added, and each parsing record can be associated with a unique link.

Assuming you have a main domain example.com , add the following DNS records and assign a unique link to each record with the value A.example.com. -----Exclusive Link A
Parse record value B.example.com ----- Exclusive link B
Parse the record value C.example.com ----- Exclusive link C
Parse the record value D.example.com ----- Specific link D
Parse the record value E.example.com ----- Exclusive link E
Parse the record value F.example.com ----- Specific link F

Note: The above is just an example; please fill in your own actual information.

2. Does the domain name need to be registered?

Whether a domain name needs to be registered depends on its DNS resolution and the services it provides. If your domain name resolves to a server in mainland China, and your website plans to provide web services to the public in mainland China, then registration is required.

If the domain name resolution points to a server outside mainland China (such as Hong Kong), no Ministry of Industry and Information Technology (MIIT) filing is required, but public security filing may be necessary.

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Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Shoplazza](https://help-en.salesmartly.com/docs/shoplazza)

Shoplazza

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteShoplazza

Shoplazza

Introduction

Installing the SaleSmartly app allows you to integrate SaleSmartly's multi-channel customer service system into your Shoplazza store, enabling unified, automated and intelligent management of store customer service.

SaleSmartly Earns 2024 Partner of the Year from Shoplazza

Operation process

Solution 1: Install via the Shoplazza plugin

1. Shoplazza authorized installation plug-in

(1) After logging in to Shoplazza, click the Apps module on the left menu > click to visit the App Store > search for SaleSmartly and click to enter the add page.

(2) Click 'Add App ' to add it to the corresponding store, automatically jump to the store backend, and click " Install APP ".

(3) After registering or logging in, select the corresponding project plug-in to complete the installation.

Solution 2: Install via JavaScript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on Shoplazza

(1) After logging in to Shoplazza, search for ' Custom Code Embed' in 'App Market' and click ' Add App. '

(2) Click ' Add code ' to enter the code editing page, paste the SaleSmartly JavaScript code, and save it.

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Independent Website

Next

ShopLine

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [ShopLine](https://help-en.salesmartly.com/docs/shopline)

ShopLine-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteShopLine

ShopLine

Function Introduction

Installing the SaleSmartly app can integrate SaleSmartly's multi-channel customer service system into the Shopline store backend, allowing merchants to uniformly manage and respond to customer issues from various channels on a single platform, improving the store's customer service capabilities and achieving intelligent operations.

Operation Process

Option 1: Install via ShopLine App

1. Install the ShopLine app

(1) After logging in to ShopLine, go to the ’Application' module > search for salesmartly > find 'SaleSmartly' and click it to enter the authorization page, then click ' Go to use ' to enter the authorization instructions page.

(2) On the authorization page, click ' Authorize and Install ' to jump to the SaleSmartly registration and login page. Once the SaleSmartly login is completed, the installation is successful.

Note: You can view the integrated ShopLine store sites in SaleSmartly's [ Integration-Chat Plugin ] list ' Integrated Sites'

Solution 2: Install via JavaScript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on ShopLine

(1) After logging in to ShopLine, in the Apps - 'Shop Management ' module, click ' Customize Code', then click ' Go to Use' to enter the custom code page, and then click 'Add Code' to enter the code editing page.

(2) On the code editing page, paste the JavaScript code into the ' Code content ' input box, set the basic information on the right, and click ' Add ' to successfully install.

Share this Article

Previous

Shoplazza

Next

WordPress

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WordPress](https://help-en.salesmartly.com/docs/wordpress)

Copy the JS installation code from the SaleSmartly chat plugin, paste it into the Snippet/Code section, and click [Save] below.

### [Shopify](https://help-en.salesmartly.com/docs/shopify)

Shopify-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteShopify

Shopify

Function Introduction

Learn how to install SaleSmartly on your Shopify store.

Operation Process

Option 1: Install via Shopify App

(1) After logging in to Shopify, go to the Apps module, click 'Add App ' > click to enter the Shopify App Store > search for 'SaleSmartly' and click ' Install' to enter the authorization instructions page.

(2) On the authorization page, click 'Install ' to jump to the SaleSmartly registration and login page. Once the SaleSmartly registration and login are completed, the installation is successful.

Note: You can view the integrated Shopify store sites in SaleSmartly's ' Settings' - 'Chat Plugin ' list 'Integrated Sites '.

Solution 2: Install via Javascript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on your Shopify Store

(1) After logging in to Shopify, go to the ' Online Store' - 'Template ' page, click ' Actions' - 'Edit Code ' to enter the code editing page.

(2) On the code editing page, in the ' layout'-'theme. liquid' file code input box, paste the JavaScript code in front and click Save to successfully install it.

Share this Article

Previous

WordPress

Next

BigCommerce

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [BigCommerce](https://help-en.salesmartly.com/docs/bigcommerce)

BigCommerce-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteBigCommerce

BigCommerce

Function Introduction

Learn how to install SaleSmartly on your BigCommerce store

Operation Process

Option 1: Install via BigCommerce app

(1) After logging in to BigCommerce, go to Apps and click into ' BigCommerce App Marketplace ', find ' SaleSmartly Chat' and click into the app details page.

(2) Select the BigCommerce store to which you want to bind this app.

(3) Click ' Install' to enter the authorization instructions page, then click 'Go to Use ' to jump to the SaleSmartly registration and login page. Once the SaleSmartly login is completed, the installation is successful.

Note: You can view the integrated BigCommerce store sites in SaleSmartly's ' Settings' - 'Chat Plugin' list ' Integrated Sites' .

Solution 2: Install via JavaScript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on BigCommerce

(1) After logging in to BigCommerce, in the 'Front End' - 'Script Manager' module, click 'Create Script' to enter the code editing page.

(2) On the code editing page, paste the JavaScript code into the ' Script content ' input box, set the basic information, and click ' Save ' to successfully install.

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Shopify

Next

OpenCart

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [OpenCart](https://help-en.salesmartly.com/docs/opencart)

OpenCart-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteOpenCart

OpenCart

Function Introduction

Learn how to install SaleSmartly in your OpenCart store via JavaScript code

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on OpenCart store

(1) After logging in to OpenCart, in the store list under 'System'-'Settings', click the edit button on the right to enter the edit page.

(2) On the editing page, select 'server' and scroll down to find the 'Google Analytics Code ' option. Paste the JavaScript code in the corresponding input box and save it to successfully install it.

Share this Article

Previous

BigCommerce

Next

How to Install SaleSmartly on UEESHOP via JavaScript Code

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Install SaleSmartly on UEESHOP via JavaScript Code](https://help-en.salesmartly.com/docs/ueeshop-station)

How to Install SaleSmartly on UEESHOP via JavaScript Code-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteHow to Install SaleSmartly on UEESHOP via JavaScript Code

How to Install SaleSmartly on UEESHOP via JavaScript Code

Introduction

Learn how to install SaleSmartly in your UEESHOP store.

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on UEESHOP store

(1) After logging in to UEESHOP, in the Apps section, click App Store > Search for custom code > Click Install.

(2) Click Add to go to the code adding page.

• Title: Enter a title for the memo (no limit)

• ' Code content ': Paste the JavaScript code of the SaleSmartyl plugin in the input box.

• Location selection: Between

Click ' Save ' to successfully install.

Frequently Asked Questions

1. Why is the chat plugin not showing on certain pages?

Please go to Application > App Store > Custom Code > Add to, then set the Trigger Page option to All Pages and save the changes.

Share this Article

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [OEMSAAS](https://help-en.salesmartly.com/docs/oemsaas)

OEMSAAS-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteOEMSAAS

OEMSAAS

Function Introduction

Learn how to install SaleSmartly in your OEM store.

Operation Process

Solution: Install via MeShop app

(1) After logging in to OEMSAAS, go to the ' Application Center ' module, find ' SaleSmartly, ' and click ' Download. '

(2) In the ' App Center ' module, go to 'My Apps ', find 'Salesmartly Customer Service System ', and click to access it.

Click ' After visiting, ' enter ' Platform authorization, ' then click 'Go to authorization ', enter the authorization page, click 'Add and authorize', jump to the SaleSmartly registration and login page, and SaleSmartly login is completed to successfully install.

Note: You can view the integrated OEMSAAS store sites in SaleSmartly's ' Settings' - 'Chat Plugin ' list ' Integrated Sites '.

Share this Article

Previous

How to Install SaleSmartly on UEESHOP via JavaScript Code

Next

MeShop

Last modified: 2025-04-01Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [MeShop](https://help-en.salesmartly.com/docs/meshop)

MeShop-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteMeShop

MeShop

Function Introduction

Learn how to install SaleSmartly in your MeShop store.

Operation Process

Solution: Install via MeShop app

(1) After logging in to MeShop, go to the ' Application Management' - 'Application Market ' module, find ' SaleSmartly Chat', and click 'Install' to enter the authorization instructions page.

(2) On the authorization page, click 'Agree ' to grant access rights, and you will be redirected to the SaleSmartly registration and login page. Once you have logged in, SaleSmartly is successfully installed.

Note: You can view the integrated MeShop store sites in SaleSmartly's 'Settings' - 'Chat Plugin ' list ' Integrated Sites '.

Share this Article

Previous

OEMSAAS

Next

Shoptop

Last modified: 2025-04-01Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Shoptop](https://help-en.salesmartly.com/docs/shoptop)

Shoptop-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteShoptop

Shoptop

Function Introduction

The following will teach you how to install SaleSmartly on your Shoptop store.

Operation Process

Solution 1: Install via Shoptop plugin

(1) After logging in to Shoptop, go to the 'App Market' - 'Store Operation ' module, find 'SaleSmartly Chat ' and click to enter the authorization page.

(2) On the authorization page, click ' Enable' to jump to the SaleSmartly registration and login page. Once the SaleSmartly login is completed, the installation is successful.

Note: You can view the integrated Shoptop store sites in SaleSmartly's 'Settings' - 'Chat Plugin' list 'Integrated Sites'.

Solution 2: Install via JavaScript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on Shoptop

(1) After logging in to Shoptop, in the ' App Market' - 'Website Optimization ' module, click 'Custom Code ', then click ' Enable ', and then click ' Add Code' to enter the code editing page.

(2) On the code editing page, paste the JavaScript code in the ' Insert code' input box and click ' Save' to install it successfully.

Share this Article

Previous

MeShop

Next

ZenCart

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [ZenCart](https://help-en.salesmartly.com/docs/zencart)

ZenCart-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteZenCart

ZenCart

Function Introduction

Learn how to install SaleSmartly in your ZenCart store via JavaScript code

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on Zen Cart Store

After logging in to Zen Cart, go to ' Store Settings' - 'Basic Settings' - 'Website Bottom JS' page, paste the JavaScript code in the code editing box on the right, and click Update to successfully install it.

Share this Article

Previous

Shoptop

Next

Shopyy

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Shopyy](https://help-en.salesmartly.com/docs/shopyy)

Shopyy-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteShopyy

Shopyy

Introduction

Learn how to install SaleSmartly on your Shopyy store.

Operation Process

Solution 1: Install via the Shopyy app

(1) After logging in to Shopyy, go to the Apps - 'App Store ' module, search for SaleSmartly to find the app, and click ' Install Now. '

Note: Only the advanced version of Shopyy supports the installation of applications.

After opening the app, click “Go to Authorization”.

Select the [Developer Apps] and click [Add and Authorize]. You’ll be redirected to the SaleSmartly authorization page.

Once you see the confirmation message, the authorization is successful. Click to log in to your SaleSmartly account.

Solution 2: Install via JavaScript code

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on the Shopyy store

(1) After logging in to Shopyy, go to the 'Store Setting' - 'System Setting ' and click 'Customize Scripts' to enter the add code page.

(2) Add a code page. Click ' Create a Custom Script ' in the upper right corner to enter the code editing page. Paste the JavaScript code in the 'Script content ' input box. Set the basic information and click ' Save ' to successfully install.

Frequently asked questions

1. How to uninstall the app?

Share this Article

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [LeadongShop](https://help-en.salesmartly.com/docs/leadongshop)

LeadongShop-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteLeadongShop

LeadongShop

Function Introduction

Learn how to install SaleSmartly in your LeadongShop store via JavaScript code

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on LeadongShop

(1) After logging in to leadongshop, enter the website management page, find ' Custom Code' in the 'Apps' - 'All Apps' module, and click ' Add Code ' to enter the code editing page.

(2) On the code editing page, paste the JavaScript code into the ' Insert code ' input box, set other information, and click 'Save ' to successfully install.

Share this Article

Previous

Shopyy

Next

FunPinPin

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [FunPinPin](https://help-en.salesmartly.com/docs/funpinpin)

FunPinPin-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteFunPinPin

FunPinPin

Function Introduction

Learn how to install SaleSmartly in your FunPinPin store via JavaScript code

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on FunPinPin store

(1) After logging in to FunPinPin, find ' Code Embed ' in ' App Center' - 'App Market ' and click it to enter the usage page. Then click ' Authorize and use code embed ' to enter the editing page. Click ' Add code ' in the upper right corner to enter the code installation page.

(2) On the code installation page, paste the JavaScript code in the ' Insert code ' input box, select Body in 'Code location ', and click Save in the upper right corner to successfully install.

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LeadongShop

Next

XShoppy

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [XShoppy](https://help-en.salesmartly.com/docs/xshoppy)

XShoppy-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteXShoppy

XShoppy

Function Introduction

Learn how to install SaleSmartly in your XShoppy store.

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on XShoppy

After logging in to xshoppy, paste the JavaScript code in the "Shop Management" - "Tracking Settings " - " Website Attribution Authentication " input box and click ' Save ' to successfully install it.

Share this Article

Previous

FunPinPin

Next

Google Tag Manager Integrates SaleSmartly URL Plugin

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Google Tag Manager Integrates SaleSmartly URL Plugin](https://help-en.salesmartly.com/docs/google-tag-manager-and-salesmartly)

Google Tag Manager Integrates SaleSmartly URL Plugin-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteGoogle Tag Manager Integrates SaleSmartly URL Plugin

Google Tag Manager Integrates SaleSmartly URL Plugin

Function Introduction

Learn how to install SaleSmartly in your Google Tag Manager store.

Operation Process

1. Sign up for Google Tag Manager

(1) Website address

Register a Google Tag Manager account.

https://marketingplatform.google.com/about/tag-manager/

Enter the Google Tag Manager backend and create a new code.

(2) Configuration code

1. Select Custom HTML.

2. Fill in the SaleSmartly plug-in name in HTML.

3. Select “ ALL Pages” as the trigger condition.

4. Click Save.

(3) Submit for publication

2. Fill in the GTM code when binding the website building platform

GTM code location:

Shopline overseas site

【 Online store marketing and chasing】 - 【Chasing settings】 - 【Google code management tool 】.

Enter the GTM code number：

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Squarespace

Last modified: 2025-04-01Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Squarespace](https://help-en.salesmartly.com/docs/squarespace)

Squarespace-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteSquarespace

Squarespace

Function Introduction

Learn how to install SaleSmartly on your FunPinPin store via JavaScript code.

Operation Process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on Squarespace Store

(1) After logging in to Squarespace, enter the website editor.

(2) Click website.

(3) Click website tools.

(4) HEARDER: Add the SaleSmartly plugin code and click Save.

Share this Article

Previous

Google Tag Manager Integrates SaleSmartly URL Plugin

Next

BeikeShop

Last modified: 2026-05-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [BeikeShop](https://help-en.salesmartly.com/docs/beikeshop)

Function Introduction

Learn how to install SaleSmartly on your BeikeShop store.

Operation process

1. Copy the JavaScript code

In the Integration - Chat Plugin module of SaleSmartly, click Add ➔ set a name for the chat plugin ➔ select Others from the site list, then copy the code from the list.

2. Install SaleSmartly on BeikeShop

(1) Log in to the BeikeShop backend address (enter your personal backend domain name)

Note: The system used is the official demo site, which is for reference only.

(2) Enter the BeikeShop backend, [ System] - [System Settings] - [Store Settings] - [Insert Code ].

(3) Copy the SaleSmartly plug-in installation code to [ Insert Code ] and click Save.

### [How to Connect SaleSmartly to UEESHOP](https://help-en.salesmartly.com/docs/ueeshop)

How to Connect SaleSmartly to UEESHOP

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HomepageChannel IntegrationNChannel IntegrationIndependent WebsiteHow to Connect SaleSmartly to UEESHOP

How to Connect SaleSmartly to UEESHOP

Introduction

Installing the SaleSmartly app can integrate SaleSmartly's multi-channel customer service system into the UEESHOP store backend, allowing merchants to uniformly manage and respond to customer issues from various channels on a single platform, improving the store's customer service capabilities and achieving intelligent operations.

Operation Process

1. UEESHOP installation application

(1) After logging in to UEESHOP, go to the ' Applications' module > search for SaleSmartly> find 'SaleSmartly'

(2) On the authorization page, click ' Authorize and Install ' to jump to the SaleSmartly registration and login page

2. Bind SaleSmartly

(1) Register or log in to SaleSmartly after the redirect

(2) Create a new plug-in binding or select a plug-in binding.

If you log in to an existing account, you can select the plug-in in the account to bind. If you register a new account, the system will automatically bind after creating a new plug-in.

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Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Messenger?](https://help-en.salesmartly.com/docs/messenger-integration-guide)

How to Integrate Messenger?

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Access GuideHow to Integrate Messenger?

How to Integrate Messenger?

1. Introduction

The Facebook integration allows customer service to synchronize historical messages and comments on Facebook Messenger to the SaleSmartly platform, allowing businesses to directly manage and operate their own Facebook pages in real time through the platform and provide unified multi-channel communication services with customers.

2. Step-by-Step Guide

2.1. Authorization

First, you need to authorize your Facebook account to the platform. In [Integration-Messenager], click Authorize FB Account.

2.2. Connect to Facebook account

After logging in to your Facebook account, if your account has been linked to a public page in advance, you can click Continue as (your account name) > Check the page you want to bind > click Continue > Select the actions that SaleSmartly can perform on the page > click Save > click Got it.

After authorization is completed, click OK to return to the SaleSmartly system.

2.3. Activate your account

After authorization and login, you can find your account in the [Integration-Messenger&Comments-Facebook Homepage Account], enable Messenger and post comments, and you can start chatting.

You can also edit automations and choose which automations to associate with your Messenger homepage and comments. If you want to learn more about creating and using automations, you can jump to the How to Create and Use Automations documentation for reference.

Frequently asked questions

1. How do I sync my contacts and messaging threads?

First, follow the steps to authorize your account > enable your account > click Sync Contacts on the right, the system will automatically sync your contact data and guide you to create a message conversation. For more information, please refer to the Sync Contacts and Create Conversation documents.

2. How to invite administrators to a Facebook public page?

(1) Log in to Facebook and click your profile picture in the upper right corner.

(2) Click View all personal homepages, and then select the public homepage you want to switch to.

(3) Click the profile picture on the upper right corner of the page to go to your profile, then click Switch Profile.

(4) Click on the avatar settings and privacy in the upper right corner, or click on Settings or click on [Settings] on the left, as shown below

(5) Click [Public Setup], and then click [Page Access].

(6) Click Add New next to the user who has Facebook management permissions.

(7) Click Next, enter the name or email address of the user you want to grant Facebook management permissions to, and then click the user's name.

Facebook official help document description: https://www.facebook.com/help/1206330326045914/?helpref=hc_fnav

3. How to accept an invitation to visit a Facebook public page?

After sending the invitation, the invitee will receive an email notification

After sending the invitation, the invitee will receive an email notification

Click to jump to the target public homepage.

If you are a guest and have not received an invitation notification, you can search for the target homepage directly in the Facebook search bar.

Then click to enter the public homepage. At this time, you can see the invitation at the bottom of the homepage. Click to review the invitation

In the pop-up window, review the administrative permissions and click Next.

After confirmation, click Accept Invitation

You have now successfully accepted the Facebook Page administrator invitation.

If you do not want to grant administrator privileges, you can choose to grant partial control instead of allowing the invited user to have full control when inviting the user.

When the invited user accepts the invitation and checks the permissions, they will see the "Accept Partial Control of this Page"

Similarly, click Agree to accept the successful invitation (partial control)

The above is an introduction to adding users to the new version of Facebook public page, granting administrator permissions, and accepting invitations.

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Practical Guide

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

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### [A Beginner's Guide to Facebook Channels (Summary)](https://help-en.salesmartly.com/docs/facebook-channel-beginners-guide-summary)

A Beginner's Guide to Facebook Channels (Summary)

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Practical GuideA Beginner's Guide to Facebook Channels (Summary)

A Beginner's Guide to Facebook Channels (Summary)

Integrate Facebook with SaleSmartly to centralize multi-account management, automate customer interactions, and streamline cross-channel workflows. From FB Messenger chats to post comments, leverage AI-powered replies, bulk messaging, and real-time translation to engage global audiences, reduce response times, and drive conversions all from a single platform.

1. Step-by-Step Guide

1.1. Quick setup & configuration

Helps you quickly integrate your homepage and configure account permissions.

① Quickly integrate public homepage ② Synchronize contacts/generate conversations

③ Quickly add member accounts ④ Assign homepage permissions to members

...

1.2. Tutorial guides for different business scenarios

Based on your different business scenarios, you can check the corresponding tutorials below to get started with the product faster.

✅ Messenger sales chat tutorial

✅ Tutorial on how to automatically control comments on Facebook posts

✅ Tutorial on how to attract fans and traffic with Facebook ads

✅ Facebook user group sending/recall tutorial

1.3. Introduction to common functions

① Automated process configuration ② Support group messaging

③ Talk library configuration ④ Automatically assign conversation strategies

...

2. Facebook Chat Tutorial

The following will introduce the Facebook channel chat tutorial in detail.

Below, you will learn how to use Facebook to chat with buyers in SaleSmartly.

2.1. Facebook integration

This section walks you through how to chat with Facebook users via SaleSmartly.

(1) First, you need to authorize your Facebook account to the platform

(2) After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

(3) After the authorization is completed, Facebook is successfully integrated into Salesmartly.

2.2. Multi-account homepage aggregation management

After you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on SaleSmartly, chat in one place, and send, receive, and process Messenger messages and homepage post comments of your multiple homepages. You don't need to switch homepages repeatedly to reply to user messages, which helps you reply to Messenger and homepage post comments more easily and quickly. Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

2.2.1 Configure customer support roles

After integrating Facebook Messenger into Salesmartly, you can configure customer service for your Facebook page and manage your Facebook page more conveniently.

You can add your customer service members in [Basic Settings]-Team. In addition, you can also configure social media accounts during the creation process.

After creating a customer service member, you can also return to the [Integration] interface to configure the customer service.

2.2.2 Sync contacts & start conversations

You can also synchronize the contacts of your Facebook homepage to SaleSmartly so that you can chat back, send group messages, etc. Click "Sync Contacts", this function can synchronize the contact information and nearly 20 chat records of each contact. (Note: Only contacts with whom you have chatted can be synchronized. Contacts that have been inactive for more than 30 days or have blocked accounts cannot be synchronized; after synchronization, you can view the contacts in the [Customer List].)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List interface.

In addition, you can click Generate Session, and SaleSmartly will read your historical session and generate it in [Online Chat]. You can view and chat there and easily connect your chat sessions on various homepages. You can also manage the session in the [Session Manage] interface, which will be introduced in detail later.

2.3. Digital chat function

2.3.1 Session list

In the [Online Chat] interface, Salesmartly supports one-stop chat for multiple homepage messages. You can click [Messenger] and [Facebook Post] channels in the conversation filter bar to quickly filter the conversation messages of the corresponding homepage. It also supports filtering rich fields such as conversation status, customer name, visitor tag, mobile phone number, etc.

You can view the basic information of the session at this time in the session display bar to facilitate your subsequent session management.

2.3.2 Multifunctional chat window

Messenger channels

In terms of message sending, the Messenger channel supports sending content in text, pictures, audio, video and other formats. It also supports real-time custom translation, adding conversation tags, and sending recommended products to help you respond efficiently during the conversation.

Facebook Post comments

You can also handle comments on Facebook posts, including replying, liking, deleting, hiding comments, etc.

2.3.3 Customized customer information & session information

Customer information

You can view detailed customer information in the [Customer Information] on the right. You can also add visitor tags and notes, modify email addresses, mobile phone numbers, etc., so that you can record visitor information during the session.

Conversation message

In addition, in [Session Information], you can assign a new customer service representative to the conversation and add a customizable conversation tag to the conversation to facilitate subsequent conversation management, chat replay, and other operations.

2.3.4 Talk Library - edit frequently used scripts for quick replies

You can click [Talk Library] on the right to send commonly used scripts during the chat. At the same time, you can also click [Quick Reply] below the conversation window to expand the talk library to improve the professionalism and accuracy of customer service responses.

How to add a talk library: You can go to [Customer] - Word Library interface to add, edit, import/export words, etc.

2.3.5 Other features

In addition to the general chat functionality, SaleSmartly also supports the following features:

Supports processing Messenger messages after 7 days

On SaleSmartly, to process Messenger messages after 7 days, customer service only needs to select tags related to the content when typing the message in the chat box and send it together.

Support viewing the source of advertisement posts when visitors initiate chats

In the chat interface, you can check which ad post the visitor came from to start the chat with you and gain a deeper understanding of what makes users interact with the brand, helping you analyze the effect of ad posts and improve user portraits. In this way, when chatting, you can conduct targeted chats based on the ad posts when the user initiates the chat, thereby achieving a high order conversion rate.

Support FAQ ( Frequently Asked Questions ) intelligent answer

How to set up FAQ: You can add, edit, and set the automatic reply switch of FAQ in [Robot]-AI Corpus. Making good use of FAQ can greatly improve the efficiency of customer service response.

2.4. Send large batches of messages

Supports sending messages in batches to users through Messenger and other channels (among which, Whatsapp supports manual uploading of number clue packages for multiple batches of group messages).

In [Group Plan] - [Mass Message], select the Messenger channel, select users in batches, and click "Mass Message." Then, you can send messages to the target audience. The content of mass messages supports text, pictures and attachments or dialogue flow (automated process).

Targeted mass messaging: You can filter out the users you are interested in based on their basic attributes, including the visitor tags mentioned above, current customer service, social media accounts, etc., making mass messaging more targeted and professional.

2.5. Robot automatic answer

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

2.5.1 Automated creation

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send a private message to a Facebook comment] action templates, which can automatically reply to comments, delete comments, hide comments, etc., according to the triggered content. In addition to this template, there are other templates for you to use in FB chat orders, such as [Visitor Intent Identification (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Designated Posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

2.5.2 Automated Configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process] interface.

In addition, you can also go to the [Integration] interface - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

2.5.3 Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

2.6. Channel analysis

SaleSmartly also supports Messenger channel analysis. With this function, you can view the overview of the visitor data of the Messenger channel, the daily growth trend, and the breakdown of the new fans of each public page, as well as the fan acceptance of customer service, to help you implement your strategy and evaluate the performance of members. (For specific channel analysis functions, you can go to the following link to browse: Channel Analysis – SaleSmartly Help Center )

2.7. Teamwork and conversation

2.7.1 Meeting the collaboration process of large-scale customer service teams

SaleSmartly supports large-scale customer service team collaboration processes. You can manage members in [Basic Settings] - [Team]. SaleSmartly provides two ways to add members: adding members through internal member shortcuts and adding members through email (for specific operations, please refer to the following link: How to Manage Your Team - SaleSmartly Help Center). When adding members, you can set reception limits and roles, assign channel chat permissions, etc. for members. After adding, members with corresponding permissions can access the session and receive guests.

New conversation messages are in robot-managed/unassigned state by default, which supports manual access by customer service members and automatic assignment of conversation messages to the member, meeting the needs of multi-person collaboration scenarios such as assigning conversations to other customer service roles. At the same time, customer service personnel can end conversation messages and mark conversation tags to facilitate conversation archiving and chat quality inspection with supervisors. Ended conversations can be viewed and returned to in the [Session Management] interface.

2.7.2 Permission control

It supports the configuration of customer service functions and data permissions. Customer service staff can manage their conversation messages, view the corresponding contact information, and set other customer service conversations to be invisible, thus isolating customer service conversation data, ensuring the privacy of customer service conversations and facilitating personal performance statistics.

2.7.3 Session archiving and quality inspection

After the conversation ends, you can view the conversation record, user ratings, and user feedback in [Customer-Session Management], which is convenient for supervisors to supervise, conduct chat quality inspections, and perform performance ratings. In addition, you can also "restart the chat" to restart the chat with the user.

2.8. Reply via mobile device

• Supports WeChat mini-programs and APPs to process messages, and public accounts can receive new message notifications in real time.

Makes it easier for you to handle Messenger messages and homepage post messages.

Below are the QR codes for SaleSmartly’s WeChat official account, mini program, Android/Windows app, and iOS app:

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Does SaleSmartly Support Refunds for Wallet Balances?

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SaleSmartly FB Authorization Automation Steps Guide

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### [Introduction to Facebook (Messenger) Channel Integration](https://help-en.salesmartly.com/docs/messenger-integration-features)

Introduction to Facebook (Messenger) Channel Integration

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Practical GuideIntroduction to Facebook (Messenger) Channel Integration

Introduction to Facebook (Messenger) Channel Integration

1. Introduction

This guide introduces the core features of the  [Integration - Messenger & Comment] in SaleSmartly. You'll learn how to connect your Facebook Pages, configure your team, manage messages, automate workflows, and more and everything you need to get started quickly and effectively.

2. Features

2.1. Facebook homepage and Facebook account pages overview

In the [Messenger & Comment] channel, the top is divided into two sections: Facebook homepage and Facebook account. The sections are introduced as follows:

Facebook Page: You can view the information of successfully integrated Facebook Pages and perform related operations, including integration, launching Facebook Pages, syncing contacts, editing automation, configuring customer service, and other core operations.

Facebook Account: You can view and manage successfully integrated Facebook accounts.

An account can have multiple homepages. You can check how many homepages have been successfully integrated under the account.

You can delete the account's integration information on the platform by checking the box on the left. If you delete the account, all the homepage integration information under the account will be deleted.

2.2. Smart search filters

Supports quick retrieval of authorization time and search conditions.

When filtering authorization time, you can not only select a single authorization date, but also select the authorization period to filter your Facebook homepage, helping you quickly find relevant authorized homepages.

In terms of the search box, the platform supports multi-condition search, and you can select multiple conditions to merge the search to improve the accuracy of the results.

2.3. Authorize Facebook account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Facebook Account to integrate your FB homepage. For detailed process, please refer to How to integrate Facebook?

After the authorization integration is successful, you can also click Get Homepage API. Through this API link, you can request and obtain homepage list data in real time, which can be used for your subsequent user data analysis and other scenarios.

2.4. Activate Facebook Page account

Once you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on the SaleSmartly platform , enabling one-stop chat , sending, receiving and processing Messenger messages and homepage post comments for your multiple homepages.

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to Messenger and homepage post comments more easily and quickly. Click Enable Messenger and Enable Post Comments to receive information in real time.

By default, 100 contacts will be synchronized when you enable Facebook homepage account. If you need to synchronize all contacts, please click here to jump.

2.5. Add and configure customer service representatives

After integrating Facebook Messenger into SaleSmartly, you can configure customer service for your Facebook page and manage your Facebook page more conveniently.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.6. Editing automation

In addition, you can also configure the created automated processes for the homepage or post comments to achieve automatic replies, comment control and other required scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the homepage & post comments will automatically be associated with all the created automation processes.

2.7. Synchronize contacts & create conversations

You can also sync your Facebook contacts to SaleSmartly, making it easier for you to chat back, send group messages, etc.

Click to sync contacts. This feature only supports the synchronization of contacts with whom you have chatted. Contacts that have been inactive for more than 30 days or whose accounts are blocked cannot be synchronized. After the first integration, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [Customer List].

You can cancel sync if it takes too long.

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer - Customer List] interface.

You can only generate a conversation after synchronizing your contacts. SaleSmartly will read your historical conversations and generate them in the online chat.

Please note: Synchronizing contacts will not synchronize chat records of contacts that already exist in the SaleSmartly customer list. If the contact does not exist in the customer list, only the most recent 20 message records of this contact will be synchronized.

In addition, you can click Generate Conversation , SaleSmartly will read your historical conversations and generate them in [Online Chat] .

You can view and chat in the [Online Chat], and easily connect your chat sessions on various homepages.

You can also manage sessions in the [Session Manage].

Note that new conversations can only be generated in batches after you [Synchronize contacts on your FB homepage] (by default, they will be transferred to the unassigned conversation list. If automatic assignment is enabled, they will be directly assigned to the customer service).

2.8. Synchronize automation

SaleSmartly also supports synced automation, you can select an existing homepage and automate it to other homepages.

2.9. Sync tags

The tags of Facebook backend contacts can be synchronized to SaleSmartly session contacts. A maximum of 5 homepages can be synchronized at the same time.

You can also view the synchronized tags in [Tag Management] - [Facebook Official Labels] - [Tag Value].

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Receive Permissions and Invite Other Administrators in Facebook BM](https://help-en.salesmartly.com/docs/facebook-bm-admin-guide)

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Facebook Group Messaging & Recall Tutorial](https://help-en.salesmartly.com/docs/fb-user-mass-messaging)

Facebook Group Messaging & Recall Tutorial

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Scene TutorialFacebook Group Messaging & Recall Tutorial

Facebook Group Messaging & Recall Tutorial

Reach more customers with powerful Facebook mass messaging and automation tools! This guide walks you through sending bulk messages via Messenger, automating user interactions, and combining both approaches to streamline your marketing and boost conversions.

1. Bulk Messaging with Facebook

a. Create a group message

Supports sending batch messages to users through Messenger and other channels (Among them, Whatsapp can support manual uploading of number clue packages for multiple batches of group messages).

In [Group Plan] - [Mass Message], select the Messenger channel, select users in batches and click "Mass Message", then you can send messages to the target audience. The content of mass messages supports text, pictures and attachments or dialogue flow (automated process).

b. Targeted bulk messaging - filtering users

You can filter out the users you care about based on their basic attributes, including the visitor tags mentioned above, current customer service, social media accounts, etc., to make group messaging more targeted and professional.

2. Automated Responses with Process Flows

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Creating automation flows

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next Step.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Trigger: A trigger initiates the next action once activated. You can set different triggers for different scenarios to automate your workflow effectively.

Conditions: Conditions can be added between the trigger and the action to ensure the right response is carried out in different situations.
Actions: Actions are executed once a trigger is activated. These can include sending messages,tagging visitors, and more.

Facebook post comment channel - SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook Comments] and [Send a Private Message to Facebook Comment] action templates, which can automatically reply to comments, delete comments, hide comments, etc., according to the triggered content. In addition to this template, there are other templates for you to use in FB chat orders, such as [Visitor Intent Identification (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Facebook post comments automation

How to configure automation: After editing the automation process, click Ok, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process].

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous Automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

3. Use Cases

a. Bulk messaging marketing (media + text)

Choose Messenger, filter the target audience, draft your message with media and text, and define the frequency and send time. You can track message performance in the dashboard after sending.

b. Automated marketing responses (product inquiries)

Trigger: New Visitors & Visitor Intent Identification (AI)

Action: Send Message

After the group message is sent, the visitor will ask about the product. We can configure an automated process to achieve efficient responses. Setting [Visitor Intent Identification (AI)] can identify whether the visitor intends to inquire about the product, and trigger the subsequent process if it is. You can set different product inquiry directions in [Send Message], and the visitor will get the corresponding set reply after clicking. You can also directly assign customer service to make manual replies.

c. Combination of automation and group messaging

Automation + mass messaging can directly send automated processes to visitors (skipping triggers), which is equivalent to giving visitors the option to directly consult about products and directly achieve marketing reach. You can check the dialogue flow in the message type and select the automated dialogue flow you want to send to the group. The other steps are the same as the mass messaging settings.

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Tutorial on Automated Comment Control for Facebook Posts

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

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Word Library

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Mass Messaging

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Messenger Marketing Messages Guide

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How to Retrieve SendCloud API Parameters for Integration

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LeadongShop

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Access Guide

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Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

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Introduction to LINE Channel Integration

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Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Access Tutorial

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WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

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How to Integrate Slack?

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

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WhatsApp Integration Guide for Beginners

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How to Integrate Telegram App Devices?

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How to Integrate TikTok App

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How to Integrate Zalo

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How to integrate LINE App Cloud Hosting for personal accounts?

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How to Edit and Add Chat Plugin?

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Access Guide

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Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

How to Integrate Telegram Bot?

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Introduction to Telegram Bot Channel Integration

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Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

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SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

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Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Tutorial on Automated Comment Control for Facebook Posts](https://help-en.salesmartly.com/docs/fb-post-auto-moderation)

Tutorial on Automated Comment Control for Facebook Posts

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Scene TutorialTutorial on Automated Comment Control for Facebook Posts

Tutorial on Automated Comment Control for Facebook Posts

Negative or spam comments can derail your Facebook marketing efforts. SaleSmartly empowers businesses to automate comment moderation, engage authentically, and convert critics into customers. This guide walks through setting up AI-powered workflows to manage comments at scale.

1. Integrated Management of Facebook Posts

a. Authorize Facebook

Before using Facebook to chat, you need to integrate your Facebook account and page into SaleSmartly.

① First, you need to authorize your Facebook account to the platform.

② After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

③After the authorization is completed, Facebook is successfully integrated into SaleSmartly.

b. Launch Messenger and post comments

After you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on SaleSmartly, realize one-stop chat, send, receive and process Messenger messages and homepage post comments of your multiple homepages. You don't need to switch homepages repeatedly to reply to user messages, which helps you reply to Messenger and homepage post comments more easily and quickly. Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

c. Synchronize contacts

You can also sync your Facebook contacts to SaleSmartly, so you can chat back, send group messages, etc. Click "Sync Contacts" to sync contact information and nearly 20 chat records for each contact. (Note: To sync all contacts, please contact our official customer service)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List.

2. Automated and Efficient Review Control

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Automated creation

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Trigger: A trigger initiates the next action once activated. You can set different triggers for different scenarios to automate your workflow effectively.

Conditions: Conditions can be added between the trigger and the action to ensure the right response is carried out in different situations.
Actions: Actions are executed once a trigger is activated. These can include sending messages,tagging visitors, and more.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send private messages to Facebook comments] action templates, which can automatically reply to comments, delete comments, hide comments, etc, according to the triggered content. In addition to this template, there are other templates for you to use in Fb chat orders, such as [Visitor Intent Recognition (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Automated configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process] interface.

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

3. Use Cases

a. Process Facebook comments, like, delete, reply (take Like Reply as an example)

Trigger: AI visitor intent recognition

Condition: Specify the homepage post (you don’t need to specify the condition, and then you can synchronize it to the accounts of each homepage, and automate all comments)

Actions: Process Facebook comments, Send private messages to Facebook comments

First, select the Facebook post comment channel to create it. You can choose [Visitor Intent Identification (AI)] as the trigger, which can well identify the visitor's intention and take subsequent actions. The designated posts are more targeted. [Handle Facebook comments] can be likes, deletions, replies, and hiding. Finally, you can send private messages to further promote traffic or increase fans.

b. Identify the intention of comments for marketing conversion

Trigger: AI visitor intent recognition

Actions: Handle Facebook comments, send private messages to Facebook comments

[Visitor Intent Identification (AI)] can identify the intention of visitor comments very well. If it matches the direction intention you set, it will trigger subsequent marketing actions. You can reply to visitor comments and conduct private message marketing at the same time to increase the order conversion rate.

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Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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Changelog-2025.11.30

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Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Facebook Messenger Sales Chat Tutorial](https://help-en.salesmartly.com/docs/fb-messenger-conversational-commerce)

Facebook Messenger Sales Chat Tutorial

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Scene TutorialFacebook Messenger Sales Chat Tutorial

Facebook Messenger Sales Chat Tutorial

For brands using Facebook for customer communication, fast response times, efficient team coordination, and smart automation are key to boosting engagement and conversions. SaleSmartly helps brands centralize chat management, analyze data performance, and empower support teams with tools like real-time translation, tagging, quick replies, and customizable workflows. This guide walks you through how to use Facebook Messenger effectively.

1. Multi-channel aggregation management

Salesmartly supports the authorization of multiple FB accounts and centralized integrated management, reducing switching energy and time costs.

a. Facebook authorization

Before using Facebook to chat, you need to integrate your Facebook account and page into SaleSmartly.

① First, you need to authorize your Facebook account to the platform

② After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

③After the authorization is completed, Facebook is successfully integrated into Salesmartly.

b. Authorize accounts and synchronize contacts & generate conversations

Once you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on the SaleSmartly platform, enabling one-stop chat, sending, receiving and processing Messenger messages and homepage post comments of your multiple homepages. You do not need to repeatedly switch homepages to reply to user messages, helping you reply to Messenger and homepage post comments more easily and quickly.

① Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

②Click to sync contacts

You can also sync your Facebook contacts to SaleSmartly to chat back, send group messages, etc. Click "Sync Contacts" to sync contact information and nearly 20 chat records for each contact. (Note: To sync all contacts, please contact our official customer service)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List.

③Click Generate Session

SaleSmartly will read your historical conversations and generate them in [Live Chat]. You can view and chat there, and easily connect your chat sessions on various homepages. You can also manage the conversations in the [Session Management], which is convenient for managing multiple accounts.

2. Highly efficient chat sessions

a. Session list

In the [Live Chat], Salesmartly supports one-stop chat for multiple homepage messages. You can click [Messenger] and [Facebook Post Comments] channels in the conversation filter bar to quickly filter the conversation messages of the corresponding homepage. It also supports filtering rich fields such as conversation status, customer name, visitor tag, mobile phone number, etc.

You can view the basic information of the session at this time in the session display bar to facilitate your subsequent session management.

b. Multi-function chat window

Messenger channels

In terms of message sending, the Messenger channel supports sending content in text, pictures, audio, video and other formats. It also supports real-time custom translation, adding conversation tags, and sending recommended products to help you respond efficiently during the conversation.

Facebook Post Comments

You can also handle comments on Facebook posts, including replying, liking, deleting, hiding comments, etc.

c. Customized customer information & session information

Customer information

You can view detailed customer information in the [Customer Information] on the right. You can also add visitor tags and notes and modify email addresses, mobile phone numbers, etc., so that you can record visitor information during the session.

Conversation Message

In addition, in [Conversation Information], you can assign a new customer service representative to the conversation and add a customizable conversation tag to the conversation to facilitate subsequent conversation management, chat replay, and other operations.

d. Talk library - edit commonly used scripts for quick replies

During the chat, you can click [Script Library] on the right to send commonly used scripts. At the same time, you can also click [Quick Reply] below the conversation window to expand the script library to improve the professionalism and accuracy of customer service responses.

How to add a script library: You can go to [Customer] - Word Library to add, edit, import/export scripts, etc.

e. Other features

In addition to the general chat functionality, SaleSmartly also supports the following features:

Supports processing Messenger messages after 7 days

On SaleSmartly, to process Messenger messages after 7 days, customer service only needs to select tags related to the content when typing the message in the chat box and send it together.

Support viewing the source of advertisement posts when visitors initiate chats

In the chat interface, you can check which ad post the visitor came from to start the chat with you and gain a deeper understanding of what makes users interact with the brand, helping you analyze the effect of ad posts and improve user portraits. In this way, when chatting, you can conduct targeted chats based on the ad posts when the user initiates the chat, thereby achieving a high order conversion rate.

Support FAQ ( Frequently Asked Questions ) intelligent answer

How to set up FAQ: You can add, edit, and set the automatic reply switch of FAQ in [Robot]-AI Corpus. Making good use of FAQ can greatly improve the efficiency of customer service response.

3. Smart and Intuitive Data Analytics

SaleSmartly also supports Messenger channel analysis. With this function, you can view the overview of the fan data of the Messenger channel, the daily growth trend, and the breakdown of the new fans of each public page, as well as the fan acceptance of customer service, to help you implement your strategy and evaluate the performance of members. (For more, visit: Channel Analysis – SaleSmartly Help Center)

4. Meet the collaborative process of large-scale customer service teams

a. Member management

SaleSmartly supports large-scale customer service team collaboration processes. You can manage members in [Basic Settings] - [Team]. SaleSmartly provides two ways to add members: adding members through internal member shortcuts and adding members through email (for specific operations, please refer to the following link: How to Manage Your Team - SaleSmartly Help Center). When adding members, you can set reception limits and roles, assign channel chat permissions, etc. for members. After adding, members with corresponding permissions can access the session and receive guests.

b. Session state

New conversation messages are in robot-managed/unassigned state by default, which supports manual access by customer service members and automatic assignment of conversation messages to the member, meeting the needs of multi-person collaboration scenarios such as assigning conversations to other customer service roles. At the same time, customer service personnel can end conversation messages and mark conversation tags to facilitate conversation archiving and chat quality inspection with supervisors. Ended conversations can be viewed and returned to in the [Session Management].

c. Role-based access control

It supports the configuration of customer service functions and data permissions. Customer service staff can manage their own conversation messages, view the corresponding contact information, and set other customer service conversations to be invisible, thus isolating customer service conversation data, ensuring the privacy of customer service conversations and facilitating personal performance statistics.

d. Session archiving and quality inspection

After the conversation ends, you can view the conversation record, user ratings, and user feedback in [Customer-Session Management], which is convenient for supervisors to supervise, conduct chat quality inspections, and perform performance ratings. In addition, you can also "restart the chat" to restart the chat with the user.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Tutorial on How to Attract Visitors and Traffic with Facebook Ads](https://help-en.salesmartly.com/docs/fb-ads-lead-generation)

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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HomepageChannel IntegrationNChannel IntegrationMessenger (Facebook)Scene TutorialTutorial on How to Attract Visitors and Traffic with Facebook Ads

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

For marketers leveraging Facebook ads to funnel traffic to platforms like WhatsApp or Telegram, managing high visitor volume efficiently is key. SaleSmartly’s automation tools streamline responses, personalize interactions, and turn clicks into conversions. No manual bottlenecks.

1. Automated Workflow Setup

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Automated creation

In [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Trigger: A trigger initiates the next action once activated. You can set different triggers for different scenarios to automate your workflow effectively.

Conditions: Conditions can be added between the trigger and the action to ensure the right response is carried out in different situations.
Actions: Actions are executed once a trigger is activated. These can include sending messages,tagging visitors, and more.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send private messages to Facebook comments] action templates, which can automatically reply to comments, delete comments, hide comments, etc, according to the triggered content. In addition to this template, there are other templates for you to use in Fb chat orders, such as [Visitor Intent Recognition (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Automated configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process].

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process )

2. Simulate Actual Cases

a. Direct traffic to third-party channels (WhatsApp as an example)

Advertisement posts to attract traffic to WhatsApp

Trigger: Click on ad

Condition: Visitor's language (optional)

Action: Send message

When a user clicks on your ad post, it will be judged and diverted based on the visitor's language, and a customized diversion message will be sent. You can set your WhatsApp jump link in [Send Message]. When the user clicks the link button, they can jump to achieve diversion. The same applies to other channels.

New user traffic WhatsApp

Trigger: Click on ad

Condition: Visitor language (optional)

Action: Send message

You can also change the trigger to [New Visitor]. Whenever a new user initiates a chat, the automation process will be triggered. [Random Branch] can be randomly and evenly distributed to multiple wsapp accounts. You can freely combine more triggers and conditional action templates to meet your various situations.

b. Process Facebook comments, like, delete, reply (take like reply as an example)

Trigger: AI visitor intent recognition

Condition: Specify the homepage post (you don’t need to specify the condition, and then you can synchronize it to the accounts of each homepage, and automate all comments)

Actions: Process Facebook comments, Send private messages to Facebook comments

First, select the Facebook post comment channel to create it. You can choose [Visitor Intent Identification (AI)] as the trigger, which can well identify the visitor's intention and take subsequent actions. The designated posts are more targeted. [Handle Facebook comments] can be likes, deletions, replies, and hiding. Finally, you can send private messages to further promote traffic or increase fans.

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Previous

Facebook Messenger Sales Chat Tutorial

Next

Telegram Bot

Last modified: 2026-06-05Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Telegram Bot?](https://help-en.salesmartly.com/docs/telegram-bot-integration-guide)

How to Integrate Telegram Bot?

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HomepageChannel IntegrationNChannel IntegrationTelegram BotHow to Integrate Telegram Bot?

How to Integrate Telegram Bot?

1. Function Introduction

After integrating the Telegram robot into SaleSmartly, you can view and respond to customer questions in the Telegram channel or group in the SaleSmartly backend. You can also use the Telegram robot for automated services and group messaging.

2. Operation process

2.1. How to integrate Telegram bot?

① After logging into Telegram, search for ' BotFather ' and enter the conversation window > click '/start' to start the conversation.

② To obtain the new robot token, click ' /newbot ' > enter personal information based on the feedback, you can obtain the chat short link (which can be shared with visitors to chat) and the token for managing the short link session.

③ To obtain the token of an existing robot, click '/mybots' to obtain a list of existing robots, and click Manage to obtain the corresponding short link and token.

④ Go to integrate into SaleSmartly. After logging in to SaleSmartly, in the 'Settings' - 'Channels' - ' Telegram', click 'Add Robot' > paste the Telegram token > click OK to successfully integrate.

Note: We strongly recommend that you do not use the same token for different services, otherwise the bot will not work properly.

5. On the [Connect] - [Telegram Bot] channel, paste the Telegram token according to the page instructions and click to connect for successful integration.

⑤After successful integration, you need to "enable the account". When visitors consult through this channel, you can see the chat information in [Online Chat].

2.2. How to conduct Telegram group chat?

SaleSmartly supports sending and receiving Telegram group chat messages. The implementation steps are as follows:]

2.2.1 Mobile access

①Log in to Telegram and create a group.

② Enter the robot page and add the robot to the group/channel

③ Enter the group/channel, find and click Administrators in the details page to enter the permission editing page.

④Click “Add Admin” to set the robot as an administrator.

2.2.2 PC access

①Log in to Telegram and create a group.

②After the group is created successfully, right-click to view the group information.

③Set the robot as an administrator, check all permissions, and click Save.

After completing the above steps, a new session will be formed at [SaleSmartly-Live Chat], where you can send and receive group chat messages.

Note: If you already have a group, just add the bot to the group and set it as an administrator to conduct group chats in SaleSmartly.

2.3. How to broadcast in Telegram channel

SaleSmartly supports sending and receiving Telegram channel broadcasts. The implementation steps are as follows:

2.3.1 Mobile access

①Log in to Telegram and create a channel.

②After the channel is successfully created, click "Add Administrators" to enter the permission editing page.

③Click “Add Admin” to set the robot as an administrator.

2.3.2 PC access

①Log in to Telegram and create a channel.

②After the channel is created successfully, right-click on Manage Channel.

③Set the robot as an administrator, check all permissions, and click Save.

After completing the above steps, you need to send a broadcast in the channel. After sending, a new session will be formed in [SaleSmartly-Online Chat], and you can broadcast the channel in the SaleSmartly background.

Frequently asked questions

1. Can Telegram Bot be bound to multiple projects? If so, will the messages still be synchronized?

1.1 Can only be bound to one project. Telegram Bot's webhook will only take effect on one project. This is the official rule of Telegram. After binding a new project, the webhook of the old project will become invalid. Therefore, the messages of Telegram Bot bound to multiple projects will not be synchronized.

1.2. If you are not binding multiple projects, re-authorize Telegram_Bot to see if you can receive messages.

2. Can the messages from Telegram Bot be received on Telegram App?

Telegram App is a private account and cannot receive messages from Telegram Bot. It can only be received in the background of our system.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Introduction to Telegram Bot Channel Integration](https://help-en.salesmartly.com/docs/telegram-bot-features)

Introduction to Telegram Bot Channel Integration

Search...

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Start for Free

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HomepageChannel IntegrationNChannel IntegrationTelegram BotIntroduction to Telegram Bot Channel Integration

Introduction to Telegram Bot Channel Integration

1.Feature

1.1 Global Search Bar

Use the search bar at the top to quickly find Telegram accounts by account name, ID, notes, or status. This helps streamline your account management and speeds up navigation.

1.2. Add Telegram robot account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Telegram Robot to integrate your robot account. For detailed procedures, please refer to How to integrate Telegram?

1.3. Enable robots

Once you have successfully authorized the Telegram robot, you can manage your multiple robot sessions on SaleSmartly for one-stop chat .

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to robot conversation messages more easily and quickly. Click to activate the account to receive information in real time.

1.4. Add customer service-configure customer service

After integrating TG bot into Salesmartly, you can configure customer service for your bot to facilitate the management of your Telegram account.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for details on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

1.5. Editing Automation

In addition, you can also configure the created automated processes for Telegram accounts to achieve automatic replies, recall customers and other demand scenarios.

Click Edit Automation > check the automation process you want to configure > click OK.

Note: If you check the box "Associate all automation," the account will be automatically associated with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

Share this Article

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Email?](https://help-en.salesmartly.com/docs/email-integration-guide)

How to Integrate Email?

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HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideHow to Integrate Email?

How to Integrate Email?

1. Introduction

An integrated mailbox can directly connect multiple email accounts of the enterprise to SaleSmartly, allowing customer service staff to centrally view and reply to customer emails from different mailboxes. It is also possible to send bulk emails such as EDM marketing on the platform, realize unified management and operation of email channels, and improve customer service efficiency and email marketing results.

2. Step-by-Step Guide

Below, you will learn how to manage email messages in SaleSmartly. Follow the steps:

2.1. Email Integration

2.1.1 Click [Add Email]

2.1.2 After selecting the mailbox type, you must select the access mode.

①Select the client mode (client mode is generally recommended)

▪If you select "Client Mode", the system will automatically fill in the receiving/sending server address, port, and encryption method (if you have changed it yourself, you need to fill it in manually). Code acquisition tutorial: How to obtain the Email authorization code/password?

▪Check the mailbox folders that need to be synchronized (emails in the checked folders will be synchronized to the system), and click [OK].

If you change the password or authorization code and the connection fails, you will not be able to send emails or synchronize folders. You need to click [Edit] to update the password or authorization code.

②Forwarding mode

▪If you select "Forwarding mode", after selecting the corresponding email type, you need to configure the receiving address provided by the system to the email platform, and fill in the sender's name, email address, password/ authorization code, sending server address and port and other information on this platform.

If you need to set up the forwarding mode, after setting up automatic forwarding on the corresponding email platform, you need to contact our customer service to send you an email confirmation.

Note: How to obtain the authorization code for various email accounts? Click the link to jump to the document.

1.3 Integrate Email into SaleSmartly

Click the "Enable Mailbox" switch to use your mailbox to reply to chats.

2. Reply via Email Chat

In the chat interface, you can view visitor information from the Email channel and reply to related information. When you reply to the content of the Email channel, click Reply, edit and fill in the email title and email content, or select an existing Email template to send. You can also add attachments, customize the sending time, etc.

If you need to send an email to a contact who has not had any previous email communication, you can click the [Start New Session] button at the top of the platform's conversation list, select the email account and recipient's email address to create a session.

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Access Guide

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Alibaba Enterprise Mailbox

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Alibaba Enterprise Mailbox](https://help-en.salesmartly.com/docs/alibaba-mail-integration)

Alibaba Enterprise Mailbox

Search...

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HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideAlibaba Enterprise Mailbox

Alibaba Enterprise Mailbox

Notice:

For users who newly purchase Alibaba corporate mailboxes in 2024, Alibaba Cloud currently prohibits new users from using third-party clients by default.

The administrator will enable the third-party login password by default. After it is enabled, employees only need to enter the third-party password when integrating SaleSmartly, or ask the administrator to turn off the third-party password, then they only need to enter the password.

1. Password login

The default SMTP sending function of Alibaba Enterprise Mailbox has been enabled. You can log in directly by clicking [Generate a new password]. The steps are as follows:

Notice:

If you fail to add a client-exclusive password when you click Generate New Password (error code: 80002), try changing the device to Chinese (Figure 1). After clicking OK, Alibaba Enterprise Mailbox turns off the third-party customer password switch by default, and you need to turn it on.

2. Authorization code login

If it is not enabled, please refer to the following steps:

Log in as an administrator [ Domain Management Console - Organization and Users - Employee Account Management ] - Click the corresponding account name - Check Enable POP3/SMTP service, Enable IMAP/SMTP service - Click Save.

3. Turn off two-factor authentication

You need to turn off two-factor authentication, otherwise, the integration will fail. Go to Settings in the upper left corner - Click Account Security - Click Account Security - Turn off two-factor authentication.

Share this Article

Previous

How to Integrate Email?

Next

Tencent Enterprise Mailbox

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Tencent Enterprise Mailbox](https://help-en.salesmartly.com/docs/tencent-mail-integration)

Tencent Enterprise Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideTencent Enterprise Mailbox

Tencent Enterprise Mailbox

Note

Tencent corporate mailbox has been upgraded to enterprise WeChat mailbox service. To ensure account security and provide better mailbox service, you need to log in by scanning the enterprise WeChat code. New users must verify their corporate identity by scanning the enterprise WeChat code when logging in via the web page.

1. Enable "IMAP" or "POP" Service

1.1. Click on the web page to jump to log in to the mailbox.

1.2. Click to enter [Settings - Send and receive settings - Enable service].

1.3. Find the service switch and confirm whether the "IMAP" or "POP" service is turned on.

2. Enter client-specific password

2.1 On the Tencent Enterprise Mail page, enter [Settings - Account - Email Binding] in sequence.

2.2 Click [Generate Dedicated Password], which is used for third-party client authorization login.

2.3 Go back to the SaleSmartly Tencent Enterprise Mail link page, paste the copied app-specific password into the authorization code input box, submit it, and then proceed to complete the second configuration step.

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NetEase Enterprise Mailbox

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [NetEase Enterprise Mailbox](https://help-en.salesmartly.com/docs/netease-mail-integration)

NetEase Enterprise Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideNetEase Enterprise Mailbox

NetEase Enterprise Mailbox

Note

You cannot use a password to directly log in to the NetEase corporate mailbox in a third-party client, such as Foxmail/dreammail, etc. This is due to NetEase's security measures, which restrict direct login with a password. You need to bind your mobile phone first, then generate an authorization code, and then use the authorization code to log in normally. Of course, if you use NetEase Mail Master, it is not within this restriction.

1. Obtain the authorization code

1.1. Access NetEase Enterprise Mailbox with an administrator account - [ Admin ]

1.2. Click Settings - Account & Security

1.3. Find the client settings, click to enter the [ settings ] - click to obtain the authorization code.

Note

If you are using the old version of NetEase Enterprise Mailbox, as shown in the picture, click Settings - Click Mailbox Settings - Click Client Settings - Click Generate Authorization Password.

2. Generate Authorization Code

2.1. "Client Settings", open "Set Client Authorization Password", and click "Generate Authorization Password.

2.2. Enter the client name, save the "authorization password", and click "OK".

warn

Be sure to click "OK", otherwise the authorization password will not take effect.

Share this Article

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Gmail](https://help-en.salesmartly.com/docs/gmail-integration-guide)

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Gmail

1. Enable 2-Step Verification

1.1 Enter Google Mail Settings or click here to jump.

1.2. Enable IMAP (Google Mail has officially enabled IMAP by default, no need to enable it manually)

1.3. Click the Logo in the upper right corner - Manage your Google Account.

1.4. Return to manage your Google account.

1.5. Click to enter [2-Step Verification] - click to [Turn on 2-Step Verification].

1.6. Click Done.

2. Generate App Passwords

2.1. Search and click [App Passwords].

Go to the App Passwords page to generate a dedicated password: https://myaccount.google.com/apppasswords

2.2. Enter the application name, you can enter any name, and click Create.

Notice:

Create an app to use the password that Google only displays once! Please save it or download it and save it. If you close it, it will not be displayed again!

3. Use App passwords

3.1. Copy the app password.

Notice

An app password is a 16-character code used to securely authenticate third-party applications with your Google account.

3.2. Go back to [Connect-Email] - Add email - Copy the app password just now.

Notice

The password cannot contain spaces.

4. Fill in the App Password

Notice

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information.

5. Authorization Successful

Frequently asked questions

Why can't I find my app password?

1. If 2-step verification is not enabled, please [click to jump] to the detailed tutorial on how to enable 2-step verification here or [click the link] to enable it. You need to log in to your Google account.

2. Open the portal: https://myaccount.google.com/u/6/apppasswords?gar=1

•Enter the name of the app password. There is no requirement for the name. Click "Create" to generate an app password ( please make sure that 2-step verification is enabled ).

3. Search for [App Passwords] in your Google account.

4. If you have set up 2-step verification and still can't find the option to add an app password, the reason may be:

•Your Google account is [set to use only security key] for 2-step verification. You can try to change the passcode. The path is [Google Account] - [Security] - [Passkeys and security keys] - [Create a passkey]

•You are signed in with a work, school, or other organizational account.

•Your Google account has been enrolled in the Advanced Protection Program.

Tip: You typically enter an app password once for each app or device.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Outlook/Hotmail mailbox](https://help-en.salesmartly.com/docs/outlook-hotmail-integration)

Outlook/Hotmail mailbox

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Outlook/Hotmail mailbox

Outlook/Hotmail supports two connection methods: Official Authorization (Recommended) and App Password Connection. You may choose either based on your needs.

1. Official Authorization

1.1 On the SaleSmartly email setup page, select **Outlook/Hotmail** as the provider. The default method is Official Authorization; click Authorize.

1.2 You will be redirected to the official Microsoft login page. Enter the Microsoft account and password for the Outlook/Hotmail mailbox you want to integrate, then sign in.

1.3 On the permission consent page, follow the prompts to accept permissions (allow SaleSmartly to access your email data) to complete authorization.

1.4 After successful authorization, you will be automatically redirected back to SaleSmartly to configure folder synchronization.

If you see an authorization failure, please verify the following settings:
- Go to the Outlook web interface: https://outlook.live.com/mail/0/
- Click **Settings** in the upper-right corner, then go to **Forwarding and POP and IMAP**.
- Enable **Let devices and apps use POP** and **Let devices and apps use IMAP**, save the settings, and try authorizing again.

2. App Password Connection

To be added.

FAQ

1. Error: “The authorized email does not match the integrated email. Please modify and try again.”

Cause: SaleSmartly detects the email account currently logged in your browser, which differs from the one you intend to integrate.
Solution: Sign out of your current account on the Outlook/Hotmail or Microsoft Account website, sign in with the correct account, then retry authorization in SaleSmartly.

2. No response after clicking “Next” after entering information.

Cause: The Outlook/Hotmail account is newly registered or has never sent/received emails, so it has not finished Microsoft’s system initialization.
Solution: Log into the mailbox, send and receive a few test emails (you may send to yourself). If the issue persists, wait 3–7 days for full account initialization before retrying integration.

3. Error: “Email authorization failed. Please authorize again.”

Please troubleshoot in the following ways:

3.1 Check for sub-accounts: If logging in via a third-party email client (e.g., NetEase Mail Master) indicates a sub-account, sub-accounts are currently not supported. Please use the main account instead.

3.2 Verify IMAP/POP permissions: Sign in to Outlook on the web, go to `Settings → Forwarding and POP and IMAP`, and confirm both `Let devices and apps use POP` and `Let devices and apps use IMAP` are enabled. Re-enable and reauthorize if needed.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [QQ Mail](https://help-en.salesmartly.com/docs/74sJKQVg)

QQ Mail-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideQQ Mail

QQ Mail

1. Enable IMAP/SMTP service

1.1 In the upper right corner, click on [Settings] - [Account] - [Account and Security] - [Security Settings] - [POP3/IMAP/SMTP/Exchange/CardDAV services (enabled)] - click [Start the Service].

1.2. Send a text message according to the pop-up window instructions (the content is not fixed), and click [I have sent] after sending.

2. Get the Authorization Code

A pop-up window will generate an authorization verification code (i.e., the content in the red box, return to SaleSmartly and fill in the corresponding authorization code).

Share this Article

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Sina Mail](https://help-en.salesmartly.com/docs/sina-mail-integration)

Sina Mail

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideSina Mail

Sina Mail

1. Enable IMAP/SMTP service

[Settings] - [Client POP/IMAP/SMTP-IMAP4 Service/SMTP Service] - Select Open for Service Status.

2. Send verification code

Send the verification code (the content is not fixed) according to the pop-up prompt and click Sure after sending.

3. Get the Authorization Code

Click on [Client authorization code] and choose [Open]. (i.e., the content in the red box, just return to SaleSmartly and fill in the corresponding authorization code).

Share this Article

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Hotmail](https://help-en.salesmartly.com/docs/y9pHHknL)

Hotmail-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideHotmail

Hotmail

1. Enable "Two-Factor Authentication"

1.1. Enable double strict verification

Open the entrance: click to jump

1.2. After entering, click " Other Security Options " - " Two-Factor Verification ", and verify step by step according to the prompts on the page. Finally, the two-factor verification interface reminds " Your account is protected by two-factor verification ", which means it has been turned on.

2. Create an app password

Notice

Please be sure to complete the above steps before performing this step

1. Create an application password entry: click to jump

2. Copy and save the "App Password" and click "Done" to complete the creation

3. Copy the application-specific password

4. Fill in the application-specific password

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port.

5. Authorization successful

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [ZOHO Mailbox](https://help-en.salesmartly.com/docs/eO6r0Bdw)

ZOHO Mailbox-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideZOHO Mailbox

ZOHO Mailbox

1. Enable IMAP access

On the ZOHO email platform, click to open [ Settings-Mail Account ] - check IMAP access - and click Save.

2. Fill in the authorization code/password

In the pop-up window for adding a mailbox in this system, select " Other " as the type, the sender name can be customized, fill in your ZOHO mailbox and login password as the mailbox and password/authorization code, and fill in the IMAP server input/output information in the above picture into the receiving/sending server of this system, and select **"SSL/TLS"** for encryption.

Notice

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information

Frequently asked questions

All information is correct, but the email connection still fails. Please check whether the information is correct.

Reason: ZOHO officially banned the use of imap service

Solution: You need to contact ZOHO to unblock the IMAP service.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [GoDaddy Business Email](https://help-en.salesmartly.com/docs/n6zyca8Y)

GoDaddy Business Email-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideGoDaddy Business Email

GoDaddy Business Email

hint

There is no need for an authorization code to access GoDaddy corporate email, just enter your account and password.

1. Fill in Your Email Information

1.1. Select [Other] as the type - fill in the email address, and authorization code - click Connecting to a mailbox.

Notice

GoDaddy corporate mailbox has IMAP settings turned on by default

If no IMAP server settings are detected, enter the following:

Username: Email address
Password: Email password
IMAP server: imap.secureserver.net
Security type: SSL
Port: 993

Then enter the outgoing server information:

SMTP server: smtpout.secureserver.net
Security type: SSL
Port: 465
Official document link: Click to jump

Note

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information.

Share this Article

Previous

ZOHO Mailbox

Next

Amazon Mail (WorkMail)

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Amazon Mail (WorkMail)](https://help-en.salesmartly.com/docs/6OxKnpEY)

Amazon Mail (WorkMail)-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationNChannel IntegrationEmailAccess GuideAmazon Mail (WorkMail)

Amazon Mail (WorkMail)

Kind tips

When accessing Amazon WorkMail, it is recommended to use "Client Mode" and fill in your email account login password in the authorization code.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [NetEase Mailbox](https://help-en.salesmartly.com/docs/0115r962)

1. Enable IMAP/SMTP service

1.1. Click [Settings] - [POP3/SMTP/IMAP] in the upper right corner.

1.2. Find [POP3/SMTP service] and click to enable it. In the pop-up window, find [Continue]

1.3. Send a text message on your mobile phone according to the instructions.

2. Generate an authorization verification code

A pop-up window will generate an authorization verification code. Return to SaleSmartly and fill in the corresponding authorization code.

### [Introduction to Email Channel Integration](https://help-en.salesmartly.com/docs/email-channel-features)

Introduction to Email Channel Integration

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Menu

HomepageChannel IntegrationNChannel IntegrationEmailPractical GuideIntroduction to Email Channel Integration

Introduction to Email Channel Integration

The Email channel is a core module of the SaleSmartly platform. It supports integrating all mainstream email accounts, enabling one-stop management of multi-email conversations, support agent configuration, and automation workflow linkage. After successful integration, you can receive and reply to emails directly on the platform without switching between email websites or clients.

1. Module Overview

1.1 Search Bar

Click the search bar at the top of the page to search by email address or notes. You can also quickly filter on the right by `status, assigned agents, and type`.

The top search bar supports searching by Email type, email account, notes, and status to help you locate accounts quickly.

1.2 Add Email Account

To integrate an email account, refer to `How to Integrate Email?` or click the `Add` button in the top-right corner of the list page.

1.3 Enable Email

After integration, emails are disabled by default. Toggle the enable switch to receive messages in real time. You may freely disable accounts you do not wish to receive emails from.

1.4 Assign Agents

After integrating an email, you can assign dedicated support agents for dedicated management of email conversations.
Steps:
a. Click the agent count in the **Assigned Members** column, or find the **Assign Members** button in the action bar on the right.
b. In the member assignment sidebar, manually check the member groups or individual members to assign.
c. Click **Confirm** to finish agent permission configuration.

1.5 Edit Automation

The Email channel supports binding existing platform automation workflows to integrated email accounts, supporting use cases such as **automatic replies, customer recall, and marketing outreach**.
Steps:
a. Click the number in the **Automation** column, or click the `・・・` menu in the action bar and select `Bind Automation`.

b. In the automation configuration sidebar, select the workflows to bind.

Tip: Turn on `Bind All Automations` to link all active workflows at once; new workflows will be auto-bound later.

c. Click `Confirm` to complete automation binding.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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What is SaleSmartly?

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Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Connect Your YouTube Account?](https://help-en.salesmartly.com/docs/youtube-setup)

Overview

Integrate your YouTube account with SaleSmartly to manage all video and post comments from a single unified inbox. Reply instantly within SaleSmartly and leverage our powerful chat interface and automation tools to engage viewers, boost interaction, and improve marketing performance.

Note: To ensure data accuracy, YouTube comments sync automatically every hour.

Setup Guide (Just 4 Quick Steps)

1. Go to the Integration Page

In the SaleSmartly backend, click on [Connect] -> [YouTube Comments] -> [Connect] -> [OK], and then select [Authorize with Google Account].

2. Sign In with Your Google Account

A Google authorization window will appear. Log in using the Google account linked to your YouTube channel.

3. Grant Required Permissions

To ensure all features work properly, select Allow all permissions, then click Continue.

4. Complete the Authorization

Once authorization is successful, you’ll be redirected back to SaleSmartly. Your YouTube account will now appear as connected, allowing you to start receiving and replying to comments immediately.

### [How to Integrate Instagram?](https://help-en.salesmartly.com/docs/instagram-integration-guide)

How to Integrate Instagram?

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HomepageChannel IntegrationNChannel IntegrationInstagramHow to Integrate Instagram?

How to Integrate Instagram?

1. Introduction

Integrate Instagram to centralize customer interactions on SaleSmartly. Sync historical comments, direct messages, and real-time chats to manage your Instagram account alongside other channels, streamlining customer service and boosting engagement.

2. Step-by-Step Guide

Follow these steps to integrate:

2.1. Switch your Instagram account to a business or creator account

2.1.1 Switch to a professional account

Open Instagram https://www.instagram.com/ > Click [ More ] to enter [ Settings ] > Click Professional account.

Note: If you don’t have an Instagram account, visit Instagram Help Center to create one.

If you have switched to a professional account, you can skip this step.

2.1.2 Fill in your information

Choose the ‘Creator’ or ‘Business’ account type, fill in the required details, and confirm to activate your professional account.

2.1.3 Mobile users

The mobile switching process is as follows:

a. First, go to your profile and tap the hamburger icon (☰) in the top-right corner.

b. Click Settings > Account

c. Tap the blue text [Get a Free Professional Account] and follow the prompts.

2.2. Link Instagram to a Facebook Page

2.2.1 Open Facebook public page settings

Note: Skip this step if Instagram is already linked to a Facebook Page.

Open your Facebook public page, click [Settings] - [Settings & Privacy] - [Linked Accounts] - [ Instagram ]

2.2.2 Link your Instagram account

Select [Linked Account] - [Instagram] - [Connect Account ] - [Connect] - [Confirm].

Note:

Check the box for “Allow Instagram Messages in Inbox” to ensure messages reach your platform. Skipping this step will block incoming messages entirely.

2.2.3 Jump to the Instagram official website

Log in to Instagram when prompted to complete the binding process.

2.3. Integrate Instagram with SaleSmartly

2.3.1 Add Instagram

First, click Add Instagram Account.

2.3.2 Linking Instagram business account

Log into your Facebook account and click Continue as (Your Name) > check the Instagram business account you want to link.

Note: To use Instagram automation, you need to make sure that this account is a business or creator account; if your account has more than 500,000 followers, you must use a business account. If you are not sure how to switch your Instagram account to a business or creator account, you can go to the first step of this document to view the tutorial.

2.3.3 Verify Facebook Page linkage

Ensure that your Instagram account is linked to a Facebook Page, or the authorization will fail.

Note: If you are not sure how to manage a Facebook Page, you can go to step 2 of this document to view the tutorial.

2.3.4 Permissions

Select the permissions SaleSmartly can access (recommended: select all). Click Save > Continue > Got It to complete authorization.

2.3.5 Activate

Return to SaleSmartly’s dashboard. Refresh the page until the Instagram account appears. Click Enable Private Message or Enable Comments to start managing chats.

Note: If the Instagram account doesn’t sync after multiple refreshes, the authorization may have failed.

The reasons for failure may be as follows:

• Your Instagram account isn’t a business profile.

• No linked Facebook Page.

Reauthorize the account and verify settings.

Frequently asked questions

1. After integration or multiple refreshes, the account still shows as invalid

Possible Causes:

1. Recent platform updates or changes to the Instagram account credentials (e.g., password reset).

2. The Instagram account may be inactive or restricted.

Solution: Reauthorize the account in SaleSmartly.

2. Check if your Instagram integrated account is linked

Reason
Verify that your Instagram is already connected to Facebook. Authorization is managed through Facebook, not directly from Instagram.

Solution

On your Facebook profile, click the avatar in the top-right corner and go to Settings & Privacy > Settings > Accounts Center, or open directly: https://accountscenter.facebook.com/?entry_point=app_settings

In Accounts Center, go to Accounts, or open directly: https://accountscenter.facebook.com/accounts

Confirm that your Facebook and Instagram accounts are linked.

3. Instagram Messages Not Showing in SaleSmartly

Solution ①

Go to your Facebook Page Settings > Advanced Messaging.

Find Instagram Receiver, click Configure, and select SaleSmartly-App.

Ensure that 'Allow access to Instagram messages in the Inbox' is checked. For details, see our Instagram Integration Guide.

Re-authorize your Instagram account in SaleSmartly.

If the issue persists, try linking Instagram with another Facebook Page or personal account.

Solution ②

On Instagram, go to More (bottom left) > Settings > Messages and Story Replies > Message Controls.

Under Who can send you group message requests, select Everyone.

Or open the settings directly via this link: https://www.instagram.com/accounts/settings/v2/message_controls/

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

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Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

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Messenger Marketing Messages Guide

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How to Configure Google Translate API Key?

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How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

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How to Access Social Media Chat Channels?

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How to Access Social Media Chat Channels?

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How to Install SaleSmartly on UEESHOP via JavaScript Code

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XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

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SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Introduction to Instagram Channel Integration](https://help-en.salesmartly.com/docs/instagram-channel-features)

Introduction to Instagram Channel Integration

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HomepageChannel IntegrationNChannel IntegrationInstagramIntroduction to Instagram Channel Integration

Introduction to Instagram Channel Integration

1. Introduction

This chapter will introduce you to the relevant functions under the [Integration - Instagram & Comments] channel, helping you quickly get started with the core functions of the Instagram integration.

2. Features

2.1. Smart search bar

Click the search bar at the top to search by account name, account number, note, private message and comment status to help you find the account quickly.

2.2. Add Instagram account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Instagram Account to integrate your Instagram account. For detailed procedures, please refer to How to integrate Instagram?

2.3. Activate Instagram account

Once you have successfully authorized your Instagram account to send private messages and comments, you can manage your multiple private messages and comments on the SaleSmartly in one place.

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to Instagram & post comments more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating your Instagram account into Salesmartly, you can configure customer service for your Instagram account to facilitate the management of your Instagram account and comments.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Synchronize contacts & create conversations

You can also sync your Instagram contacts to SaleSmartly, making it easier for you to reply to chats, send group messages, and more .

Click to synchronize contacts. This function only supports synchronization of contacts with whom you have chatted. Contacts that have been inactive for more than 30 days or whose accounts are blocked cannot be synchronized. After the first integration, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [Customer List].

If the synchronization time is too long, you can click Cancel Sync to cancel the contact synchronization process.

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer - Customer List].

You can only generate a conversation after synchronizing your contacts. SaleSmartly will read your historical conversations and generate them in the online chat.

Please note: Synchronizing contacts will not synchronize chat records of contacts that already exist in the SaleSmartly customer list. If the contact does not exist in the customer list, only the most recent 20 message records of this contact will be synchronized.

2.6. Editing automation

In addition, you can also configure the created automation process for Instagram accounts and comments to achieve automatic replies, recall customers, control comments and other required scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Link all automations", the account & post comments will be automatically linked to all the created automation processes.

For a more detailed tutorial on how to create an automation process, please click How to Create an Automation Process.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

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Access Guide

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Scene Tutorial

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How to Connect Your YouTube Account?

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How to Integrate LINE Official Account?

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Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

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Get Started Quickly!

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FAQ

Tutorials on Sending Mass Messages

WhatsApp API

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Telegram Bot

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Chat Plugin

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WhatsApp API Number Pricing

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How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

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Notice on Migration from AI Corpus to AI Knowledge Base

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### [How to Integrate LINE Official Account?](https://help-en.salesmartly.com/docs/guide-for-line-official-account-integration)

How to Integrate LINE Official Account?

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HomepageChannel IntegrationNChannel IntegrationLINEAccess GuideHow to Integrate LINE Official Account?

How to Integrate LINE Official Account?

1. Introduction

Integrating your LINE Official Account with SaleSmartly enables real-time synchronization of chat messages, helping businesses respond instantly to user inquiries through a unified dashboard. This allows seamless multi-channel customer service while leveraging LINE’s real-time messaging capabilities.

Unlike personal LINE accounts, official accounts offer higher messaging efficiency, audience targeting, and professional use, which is ideal for separating work from personal life. They also support multi-user access across platforms. Integration via the LINE Messaging API enhances your customer service strategy with automation and scalability.

2. Step-by-Step Guide

2.1. Enter the LINE official account dashboard

Go to the LINE official account management page ( https://manager.LINE.biz/ ), select the LINE account and go to the management page.

For specific operations, please refer to the official LINE registration document: click the link

2.2. Create a Messaging API channel

2.2.1 Enter the settings

Click Settings to enter the settings page in LINE Official Account Manager (i.e., the management dashboard).)

2.2.2 Enable Messaging API

Under Settings, click Messaging API, and then click Enable Messaging API.

2.2.3 Establishing a service provider

To create a service provider, enter any name or LINE official account name (it will not affect subsequent operations) and click Agree.

2.2.4 Privacy policy and terms of service and confirm activation

• The privacy policy and terms of service URLs can be left blank and you can just click OK.

• If necessary, you can fill in the privacy policy and terms of service URL.

• Confirm the account name and service provider name and click OK.

2.3. Integrate LINE into SaleSmartly

2.3.1 Access Channel ID & Channel Secret

Ensure all buttons are switched off before validating your Channel ID and Channel Secret in SaleSmartly.

2.3.2 Change Response Mode

Click Response Setting on the left sidebar of the LINE official account management page and turn on the Webhook button. Also, turn off the welcome message and response time for adding friends to avoid duplication with the messages set in the SaleSmartly dashboard.

2.3.3 Go to LINE Developers and turn on Use Webhook

• Click https://developers.LINE.biz/console/ Go to the LINE Developers page, scroll down to find Use webhook, and click to turn it on.

• Refresh the page and confirm that the Use webhook switch is green and turned on.

2.4. How to receive LINE group chat messages

In the developer dashboard, select the messaging API of the corresponding provider and turn on the switch to allow robots to join group chats.

Frequently asked questions

1. The LINE integration prompts that the status is "Invalid"

Reason: Check whether the webhook URL is normal, as shown in the following figure:

Please refer to the following steps for the webhook URL path:

Open: https://manager.LINE.biz/

Solution:

(1) Follow 2.3.3 to go to LINE Developers and enable Webhook. Click to jump to the corresponding tutorial location

(2) If you cannot find the Use Webhook button according to the first point, first fill in the Channel ID and Channel secret in the LINE integration in salesmartly. After adding, refresh the LINE page. The webhook URL should be synchronized at this time. If not, please wait for 10 minutes and check again.

(3) After completing the second point above, open: https://developers.LINE.biz/console/. You will see the Use Webhook button. Click it to enable it.

2. LINE official account recharge steps

Visit: https://manager.LINE.biz/account to view LINE message usage per month.

(1) Visit: https://manager.LINE.biz/webstore/

(2) Visit https://manager.LINE.biz/webstore/ again and change the plan.

3. How is the cost of LINE advertising messages calculated? LINE automatically calculates the most suitable plan for you

Click to view LINE official account charges: https://tw.LINEbiz.com/column/budget-auto-count/

4. LINE robot chat mode is not a bot

Reason: Use webhook is disabled.

Solution:

(1) You need to enable Use webhook. For details, please refer to 2.3.3 Go to LINE Developers and enable Use Webhook

(2) If the webhook still does not work in step 1 above, please enable the webhook in the response settings. The path to enable the webhook is Account>Account List>Account Name>Settings in the upper right corner>Response Settings-Webhook as shown below:

(3) After completing the above actions, proceed to reintegrate LINE.

Solution 2:
(1) Should you find the webhook prohibited and the "Use webhook" switch unavailable in the LINE Developers Console, navigate to the response settings and disable every option. Following this action, proceed to reintegrate LINE to apply the changes.

5. Webhook or Use Webhook switch is disabled

Reason: Webhook URL is not automatically filled in.

Solution 1:
(1) Open https://manager.LINE.biz/

(2) Add Channel ID and Channel secret to SaleSmartly.

The Webhook URL of the Messaging API should be synchronized at this time. Click the OK button.

If it is not synchronized, please wait for 10 minutes and check again

(3) Turn on the Webhook switch

For details, please see step 3.

(4) Turn on the Use Webhook switch

For details, please see step 3.

Solution 2:
(1) Should you find the webhook prohibited and the "Use webhook" switch unavailable in the LINE Developers Console, navigate to the response settings and disable every option. Following this action, proceed to reintegrate LINE to apply the changes.

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Quickly Retrieve Session and Customer Information

Translate Customer Language

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Customer List

Session Management

Form Management

Tag Management

Word Library

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Mass Messaging

Third-party (EDM) Distribution

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Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

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Quick Start【Robot】

AI Robots

Automated Processes

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How to Get Messenger Link

AI Knowledge Management

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Channel Analysis

Service Overview

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Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

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Quick Start [Setup]

App Store

Quick Start [App Store]

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Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

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Project Management

Chat Settings

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Monitoring Logs

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SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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OpenCart

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Scene Tutorial

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Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

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Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

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Introduction to Email Channel Integration

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Practical Guide

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Practical Guide

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QQ Mail

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Access Guide

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API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Quickstar-Integrated

Changelog

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Changelog-2026.1

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Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate LINE into the Chat Plugin?](https://help-en.salesmartly.com/docs/line-integration-for-chat-plugin)

How to Integrate LINE into the Chat Plugin?

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How to Integrate LINE into the Chat Plugin?

1. Introduction

Below, you will learn how to integrate LINE in the chat plugin.

This article mainly discusses:

• How to create an official LINE account?

• How to create a Messaging API channel?

• How to create a Login channel?

• How to integrate into the LINE plugin portal?

(Please create LINE's Login channel and Messaging API channel under the same Providers. Create a LINE official account means creating a new account, which is similar to a WeChat official account.)

Note: Only LINE official accounts can be integrated into the plugin portal.

2. Step-by-Step Guide

2.1. Create a LINE official account

(1) Please open the LINE official account management: https://manager.LINE.biz

(2) Create an account

• If you don’t have an official LINE account, select “Create an account” to create an official account.

• If you already have an official account, you can enter the official account management background and refer to step ④.

(3) Select LINE account or email to register.

(4) After registration is complete, log in to the official account management page and click "create new" to start creating. (If it has already been created, click the corresponding account to enter the official account)

Enter the creation page and fill in the relevant information. After filling in, the official account is created. Click "Go to LINE Official Account Manager" to enter the official account management (i.e., LINE Official Account Manager).

2.2. Create a Messaging API channel

(1) In LINE Official Account Manager, click “Settings” to enter the “Settings” page.

(2) Under the “Settings” module, click “Messaging API”, and then click “Enable Messaging API”.

(3) After clicking “Enable Messaging API”, fill in the developer information.

(4) Then select a Provider (if there is no existing Provider, select Generate New Provider). This step will automatically generate a Messaging API Channel under the Provider.

(5) Click https://developers.LINE.biz/console/ to go to the console. Click the Messaging API created under Existing Providers to enter the management page.

(6) Set up the Messaging channel

On the Messaging channel management page, click “LINE Official Account Manager” in “Basic settings” to start settings.

Go to the settings page, click to enter the "Response settings", delete this item ("Response mode" is set to Bot), set "Greeting message" to off, and set "Webhooks" to on.

2.3. Integrate LINE into SaleSmartly

(1) In the SaleSmartly, click "Settings", select LINE, and select "Add LINE".

(2) In the Messaging API channel management page, select “Basic settings”, copy “Channel ID” and “Channel Secret”, and fill them in the Salesmartly.

(3) Click to enter the "Messaging API" module and turn on the "Use webhook" switch.

Note: This button will only appear and can be enabled after SaleSmartly is bound . If it does not appear, please refresh the page.

2.4. Create a LINE Login channel

(1) Go to LINE’s developer platform https://developers.LINE.biz/ and log in to your LINE account.

(2) Go to the console https://developers.LINE.biz/console/, create a login channel under the existing Providers, and click “Create a LINE login channel” to start creation.

(3) When creating a channel, you can customize the Channel name as needed, select "Web app" for App type, fill in the remaining required information, and click Finish to automatically enter the channel management page.

(4) In the LIFF section, click Create a LIFF app. When creating a LIFF app:

• LIFF app name can be customized according to your needs

• Select “Full” for Size

• Endpoint URL (must be filled in with the URL provided by SaleSmartly, see the picture below)

• In Scopes, check profile, openid and chat_message.write

• Select On (Normal) for Bot link feature

• Scan QR switch is turned on

(5) In the [Channel Management Page - LINE Login] section, enter the Callback URL (fill in the URL provided by SaleSmartly, see below)

(6) On the channel management page, click “Developing” and select “Publish” in the pop-up window.“ Publish this channel?”

(7) In the SaleSmartly, to integrate the LINE portal, please select the required integration plugin, go to the plugin editing page - Portal Integration - Open the LINE portal - Go to integrate

(8) In the [Channel Management Page - Basic settings] section, copy the channel ID and channel secret (visible by scrolling down on the same page) and fill them in the Salesmartly. In the LIFF section, copy the Liff ID and fill it in the Salesmartly. The callback URL and Endpoint URL need to be filled in the LINE. For details, see steps 4.4 and 4.5 above.

(9) In the Messaging API Channel section, select "Existing Messaging Channel" as the association method and select an existing channel.

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### [Introduction to LINE Channel Integration](https://help-en.salesmartly.com/docs/line-channel-features)

Introduction to LINE Channel Integration

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HomepageChannel IntegrationNChannel IntegrationLINEPractical GuideIntroduction to LINE Channel Integration

Introduction to LINE Channel Integration

1. Introduction

This chapter will introduce you to the related functions under the [ Integrate - LINE ] channel and help you quickly get started with the core functions of the LINE integration.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search by LINE account name, ID, notes, and opening status, helping you quickly find your LINE account.

2.2. Add LINE account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add LINE to integrate your LINE account. For detailed procedures, please refer to How to integrate LINE?

2.3. Activate your account

Once you have successfully authorized your LINE account, you can manage your multiple LINE message conversations on the SaleSmartly platform for one-stop chatting .

You don't need to switch accounts repeatedly to check new messages from visitors, which helps you reply to visitor messages more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating LINE into SaleSmartly, you can configure customer service for your LINE account to conveniently manage your LINE conversations.

You can add your customer service members in [ Basic Settings -Team Management ]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing automation

In addition, you can also configure the created automated processes for LINE to realize automatic replies, customer recalls, marketing and other demand scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

2.6. Test message

The LINE channel supports to test message. You can use the test message to simulate visitors sending messages to preview the current configuration effect, helping you to more intuitively understand the configuration and actual effect of automation & customer service.

Click Test Message > Log in to your LINE account > Send a message to test the configuration effect.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

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How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

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How to Access Social Media Chat Channels?

NChannel Integration

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How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

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OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

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Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

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Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

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Amazon Mail (WorkMail)

NetEase Mailbox

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Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

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Development Docking

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SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

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Video Tutorial

SaleSmartly Introduction

Quick Star-chat

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp API Registration and Access Guide](https://help-en.salesmartly.com/docs/how-to-register-whatsapp-business-api)

WhatsApp API Registration and Access Guide

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIAccess GuideWhatsApp API Registration and Access Guide

WhatsApp API Registration and Access Guide

1. Function Introduction

We offer two ways to register for the WhatsApp API through SaleSmartly. The following details the two registration methods and the registration process to help you access it faster! The following are the integration steps for each method.

2. Registration Method Introduction

1. Register through Alibaba Cloud (no credit card required)

Alibaba Cloud is a Business Partner of Meta and provides direct access to the WhatsApp API through Alibaba Cloud's Chat App Message Service. SaleSmartly, as the ISV for Chat App, provides messaging and billing services for this number. The fee is an additional $0.005 per message sent on top of the official price. Specific usage fee details and fee schedules for the number after registration can be found in the "Message Bill" list.

Click on the registration guide to view the specific process

2. Register via WhatsApp Cloud API (credit card binding required in Meta backend)

SaleSmartly is Meta's Tech Partner, providing messaging services through Meta's WhatsApp Cloud API. Payments are made directly to the official account via a linked credit card. SaleSmartly does not charge any additional service fees.

Click on the registration guide to view the specific process

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Third-Party Registration of WhatsApp Business API Number](https://help-en.salesmartly.com/docs/p3NfJCZu)

Third-Party Registration of WhatsApp Business API Number-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

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Start for Free

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIAccess GuideThird-Party Registration of WhatsApp Business API Number

Third-Party Registration of WhatsApp Business API Number

1. Introduction

This guide walks you through third-party registration of a WhatsApp Business API number via SaleSmartly, ensuring compliance with Meta’s requirements while streamlining setup for efficient customer communication.

2. Step-by-Step Guide

Preparation:

Your WhatsApp business account requires the following information, please be sure to prepare this information:

Your brand display name

Your company's legal name

Your company's official address

Log in with your FB account and use that account to configure your WhatsApp business account

A mobile number that is not registered with WhatsApp is used to receive the code

Note: You need to prepare your own credit card payment

2.1. Go to [Integration] - [WhatsApp API] - [Third Party] - [Register Third Party API Number]

2.2. Click [Use Facebook Authorization]

2.3. Click to continue logging in as xxxx

2.4. Click [Get Started]

2.5. Select your Meta business account. If you don’t have one, you can directly select Create/New

2.6. Fill in the business account name and display name. Select other for type

2.7. Enter the number you have never registered with WhatsApp, select the verification method and continue

2.8. Enter the received verification code and continue

2.9. Click [Add payment method], the system will automatically jump to the BM page

2.10. Select [Payment Methods] in the menu bar and click [Add Payment Method]

2.11. Finally, add your credit card information

Congratulations! You have completed the self-service registration process for the WhatsApp API number. Just wait for Facebook to review the number. The official review time is 24 hours. Please refer to the official review of Facebook, not SaleSmartly.

After Facebook's official review, repeat the above steps to synchronize the newly registered WhatsApp API number to the SaleSmartly system

2.12. Check Facebook audit results

Please visit the following link: https://business.facebook.com/settings/people/

Share this Article

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WhatsApp API Registration and Access Guide

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How to Integrate WhatsApp Business API with Third-Party Platforms

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

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### [How to Integrate WhatsApp Business API with Third-Party Platforms](https://help-en.salesmartly.com/docs/whatsapp-bsp-api-integration)

How to Integrate WhatsApp Business API with Third-Party Platforms

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How to Integrate WhatsApp Business API with Third-Party Platforms

1. Introduction

We provide YCloud, NxCloud, Chat App, ITNIO TECH agent integration to help you access faster! The following are the integration steps for the agent platform.

2. Step-by-Step Guide

2.1. Integrate YCloud business API number

Please register the YCloud first, add WABA/number through the YCloud, and then synchronize it to SaleSmartly through the YCloud API:

https://www.ycloud.com/?utm_invite_code=fangchen

2.1.1 Log in to Ycloud

If you have registered a YCloud account, please log in first: https://www.ycloud.com/console/#/entry/login

Open [ Verify]-[ Getting started ] to view and copy the API Key.

2.1.2 Tutorial on registering a WhatsApp API number in Ycloud

Bind WhatsApp account: https://www.ycloud.com/console/#/app/whatsApp/getStarted

Binding tutorial: https://www.bilibili.com/video/BV1Aa4y1g7di/

2.1.3 Fill in the API Key into the SaleSmartly

Open the [ Integration-WhatsApp API ] page in the SaleSmartly and click the Add Number button.

In the integrated pop-up window, fill in the YCloud API Key and click the OK button to complete the YCloud commercial API number access.

2.2. Integrate NxCloud business API number

Please register NxCloud first, fill in the corresponding information, and then add WABA/number through NxCloud , which can be synchronized to SaleSmartly.

NxCloud login URL: https://www.nxcloud.com/client/login

2.2.1 Log in to NxCloud and copy AccessKey and AccessSecret

After logging in to the NxCloud, go to [ Console-Homepage ], find the AccessKey and AccessSecret values and copy them.

Fill in the SaleSmartly-NxCloud integration pop-up window, as shown below.

2.2.2 Add NxCloud application

In the NxCloud [ WhatsApp-Customer Application ] > click the Add button > fill in the application name (customizable), Webhook, set the status to Enabled, and complete the application addition.

Among them, Webhook is obtained and filled in from the SaleSmartly background.

Get the Webhook in the SaleSmartly, as shown below. Copy it and fill it in the new application pop-up window above.

After successfully adding the application, copy the AppKey of the application.

Fill the copied AppKey into the SaleSmartly integration pop-up window. Now all fields have been filled in. Click the OK button to complete the NxCloud access.

2.2.3 Register WABA/Number in NxCloud

In the NxCloud, open the [ WhatsApp-Customer ] application page and click the list operation item Number to open the number list page, where you can perform embedded registration of Waba/numbers and add message templates.

In the SaleSmartly, click the Synchronize button to sync the latest Waba/number registered on NxCloud.

3. Integrate ChatApp business API number

3.1 Log in to Alibaba Cloud

First, register/log in to the Alibaba Cloud service (note that the account you are logging in to is an enterprise account): https://chatapp.console.aliyun.com/dychatapp/whatsapp/list

3.2 Click AccessKey Management

3.3 Create User

Click Create User > Fill in user account information > Check OpenAPI call access > Click OK.

3.4 Obtaining the AccessKey ID and AccessKey Secret

Click Copy to copy the AccessKey ID and AccessKey Secret.

Note: You need to save the AccessKey information in time. It can only be copied and obtained when it is created, so you need to save it carefully!

3.5 Authorization

Click Authorization > Add Authorization > Search and fill in the account you just created > Search for Chat in the permissions below > Check Read-only management and Manage ChatApp permissions > Click OK.

Authorization is successful.

3.6 Fill in the callback address

• Copy the corresponding callback address.

• Enter the Chat message service interface (you can enter this interface through the search above), click Channel Management > Click Channel Webhook Settings > Paste Notification Callback Address > OK.

• Click Channel Management > Click Webhook Settings > Paste the status report callback address and message uplink callback address > OK.

3.7 Fill in the key

Click ChatApp > fill in the AccessKey ID and AccessKey Secret obtained at the beginning > click OK, and the configuration is successful.

4. Integrate ITNIO TECH Business API Number

Please register ITNIO TECH first, fill in the corresponding information, and then add WABA/number through ITNIO TECH, which can be synchronized to SaleSmartly.

4.1 Fill in the registration form and log in to ITNIO TECH

First register/log in to ITNIO TECH service https://www.itniotech.cn/product/whatsapp/

4.2 Get API Key and API Secret

After successful login, you can get the API Key and API Secret on the homepage, click Copy, return to the integration interface and paste them to the corresponding location.

Return to the integration and paste it into the corresponding position.

4.3 Get APP ID

To obtain the AppID, you need to register a WhatsApp account. If your ITNIO TECH account has already registered a WhatsApp account, you can skip this step.

Click WhatsApp on the left > Click WhatsApp account after entering > Click Register WhatsApp account and follow the process to complete the account registration.

Note: Real-name authentication is required to register a WhatsApp account.

After registration is complete, you can obtain the App ID, copy and paste it to the corresponding location, click OK , and the integration will be successful.

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Last modified: 2026-05-11Powered by

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### [Cloud API Number Access Tutorial](https://help-en.salesmartly.com/docs/cloud-api-number-connection-guide)

Cloud API Number Access Tutorial

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIAccess GuideCloud API Number Access Tutorial

Cloud API Number Access Tutorial

This article only explains and guides how to connect the Cloud API number to the SaleSmartly system. If you have not created a WhatsApp Cloud API number, you can go to the following link to query: Facebook Tutorial on Creating a WhatsApp Cloud API Number – SaleSmartly Help Center

1. Create an application

Open the Meta developer dashboard, https://developers.facebook.com/apps/create/. Select the "Business" type and create an app.

Fill in [App Name] and [App Contact Email], then click [Create App]

Business Management Platform Account - Select the BM number to be bound. One application can be bound to one BM number. The WABA account and number under the BM number will be synchronized to the SaleSmartly dashboard for chat integration and management.

After creation, under the application-control panel, select the WhatsApp product and click Settings.

Note: Official restrictions restrict that only FB developers registered with FB accounts registered with overseas numbers can see and use WhatsApp cloud API products (restricted in China).

2. Get application information

In Settings-Basic, open the basic information of the application created earlier and obtain the application number, application key, and BM ID.

Fill in the above application number, application key, and BM ID into the SaleSmartly dashboard-application configuration "AppId", "Secret," and "Bind BM number Id" respectively.

3. Add user permissions in BM

Open the FB business dashboard, https://business.facebook.com/settings/. Under the bound BM, click System User-Add, select "Administrator" identity, and click "Create System User".

If you are unable to create an "Administrator", please see below and use the "Create Staff" method.

Click the system user you just added, open the user details panel, and click "Add Asset".

In the pop-up window below, select the application you created earlier in "Select Assets", enable the "Manage Applications" permission, and click "Save Changes". Note that you must assign assets to the system user-administrator, that is, the corresponding cloud API application.

If Facebook BM cannot create an administrator system user, you can create a staff system user.

If an administrator is created, this step can be skipped.

After creation, you need to authorize all permissions in the WhatsApp account so that you can use it with staff permissions.

At this point, click the "Generate New Password" button.

Select Application, check the application created earlier, and click Generate Token.

Then check three permissions: business_management, whatsapp_business_messaging, whatsapp_business_management. After checking, click "Generate Password" again.

Copy the access token in the image below.

Paste the above access token into SaleSmartly dashboard - third party - Access third-party API number - Token.

4. Add information in the SaleSmartly to complete the binding

When "Appid", "Secret", "Token," and "Bound BM number id" are all filled in, click Next to access; when access is successful, the first 50 numbers under waba will be automatically pulled, and the numbers exceeding 50 will not be automatically pulled. You must manually click the synchronize number button. After the synchronization is successful, it can be used normally. Click Enable the corresponding number, and you can select the corresponding Cloud api number to import contacts, message broadcasts and chats.

Finally, in the Meta developer dashboard, https://developers.facebook.com/apps/create/, please be sure to switch the app you created earlier to the "Online" status (be sure to remember to launch the app).

At this point, the Cloud API number access has been completed.

PS: Learn how to create a number in Cloud API

Frequently asked questions

(1) Create an app prompt that says “You are temporarily prohibited from performing this operation”

Reason: There is something wrong with the FaceBook Business Manager (BM) account, please check.

(2) The requested content cannot be displayed at this time

Possible reasons: the content is temporarily unavailable, the link has expired, or you do not have permission to view it.

The app has been deleted or blocked, and the associated WhatsApp number has also been blocked. Try using a different FB number.

(3) The privacy policy URL is invalid

The scenario is to open the application mode: the developer online switch prompts that you must provide a valid privacy policy URL to put the app on the shelf. Please go to the basic settings and make sure the URL is valid.

Solution: Go to Basic Settings, fill in the privacy policy URL, save the changes in the lower right corner, and turn on the App Mode Developer Online switch again.

Warning: It is recommended that the website address be real and valid. It is better to have your own website address

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How to Integrate WhatsApp Business API with Third-Party Platforms

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Practical Guide

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

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Channel Analysis

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Add AI members to team management

How to connect existing AI members

Setup

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App Store

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Translation Tools

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How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

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Monitoring Logs

Custom Field Usage Guide

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

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Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

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Access Guide

How to Integrate Facebook?

Practical Guide

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Introduction to Facebook (Messenger) Channel Integration

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How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

How to Integrate Telegram Bot?

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Access Guide

How to Integrate Email?

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Sina Mail

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Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp Tutorial for Beginners](https://help-en.salesmartly.com/docs/whatsapp-api-features)

WhatsApp Tutorial for Beginners

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIPractical GuideWhatsApp Tutorial for Beginners

WhatsApp Tutorial for Beginners

1. WhatsApp Account Comparison

WhatsApp has three types of accounts: personal accounts, WhatsApp Business App and WhatsApp Business API.

2. How to Integrate WhatsApp Number to SaleSmartly?

2.1. Integrate WhatsApp App number

2.2. Integrate WhatsApp API number:

• Register Cloud API number for integration

Cloud API means directly contacting the official website and registering an account in the official dashboard. When registering, the FB account, developer, and BM information must all be overseas, making registration more difficult.

Charges: According to the official charging rules, actively sending template information is charged, and the specific fee is determined according to different regions and the content of the template information. If the customer initiates a conversation and replies with the API number, there is no charge.

Registration tutorial: Facebook tutorial for creating a WhatsApp cloud API number

Tutorial on connecting to SaleSmartly: Cloud API number connection tutorial

• Go to the official BSP registration number and integrate

You can register and create in the background of the officially designated BSP. You need to have a FB account and FB's BM. Currently, SaleSmartly supports access to four platforms: YCloud, ChatApp, NxCloud, and ITNIO TECH.

Fees: According to the official fee rules, the platform will charge a service fee. The service fees of each platform are different. You can check it on the official website of the platform. (SaleSmartly does not charge additional fees)

Tutorial on connecting to SaleSmartly: How to integrate WhatsApp Business API number

3. Introduction to Using SaleSmartly Number

Chat effect after SaleSmartly integration. If the visitor's last message was more than 24 hours ago, only the template message content can be sent.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Self-Service Registration of WhatsApp API Number](https://help-en.salesmartly.com/docs/MzAiVMbR)

Self-Service Registration of WhatsApp API Number-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIPractical GuideSelf-Service Registration of WhatsApp API Number

Self-Service Registration of WhatsApp API Number

Preparation:

Your WhatsApp business account requires the following information. Please be sure to prepare this information:

Your brand display name

Your company's legal name

Your company's official address

Log in with your FB account and use that account to configure your WhatsApp business account

A mobile number that is not registered with WhatsApp is used to receive the code

(Note that WhatsApp API will incur message fees, you can click here to view details)

Specific operations:

1. Go to [Integration] - [WhatsApp API] - [Self-service] - [Add number]

2. Click [Use Facebook Authorization]

3. Click to continue logging in as xxxx

4. Click [Get Started]

5. Select your Meta business account and continue

6. Select "Other" for the type. Website is optional, or fill in the niche website that can be accessed normally

7. Enter the number you have never registered for WhatsApp APP, select the verification method and continue

8. Enter the received verification code and continue

9. Click Add Payment Method/Finish

When you see the screenshots above, you have completed the self-service registration process for the WhatsApp API number.

Next, you need to wait for the official Facebook review number to be approved. The official Facebook review time is 24 hours. The specific details are subject to the official Facebook review, not SaleSmartly review.

After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system.

If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number and synchronize it to the SaleSmartly system

10. Check Facebook audit results

Please visit the following link: https://business.facebook.com/settings/people/

Frequently asked questions

1. Why is the self-registration number invalid in SaleSmartly/The number is still not displayed after the self-registration number authorization

The official error code for self-service registration can be found at: Embedded registration process error

(1) The number is still under review. Please refer to [ View Facebook Review Results ]

(2) After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system. If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number to synchronize it to the SaleSmartly system. For details, see: [ Self-service registration of WhatsApp API number tutorial ]

2. WhatsApp official returns the error reason

Please try again. If the problem still cannot be solved, please contact customer service.

Reason: This is the information for setting up credit control. Generally, the customer manually sets the currency in Facebook's WABA, so it cannot be bound to Alibaba.

Solution: You can only recreate a waba (WhatsApp Business API)

3. The number of phone numbers bound to this business account has reached the upper limit

You have reached the upper limit for the number of phone numbers associated with this business account. Please remove a phone number to continue, or request more phone numbers.

Solution: Please refer to step [Figure 1] in [ View Facebook Review Results ], and then delete the number in the following image location, as shown below:

4. We are unable to verify the Meta business account you selected

We are unable to verify the Meta business account you selected. Please return to the previous page to select another account, or go to the Meta Business Manager to resolve the issue.

Reason and solution: This means that your Facebook business management platform, the full English name (Facebook Business Manager), referred to as BM, has been officially banned. In this case, you can only change a BM.

5. This WhatsApp Business account does not have permission to add phone numbers to this account

Reason: This refers to your Facebook Business Manager platform, which is officially banned, and your Waba (WhatsApp Business API) is blocked.

Solution: Replace BM

6. Your business management platform has been banned from using advertising features, including app sharing

Reason and solution: Facebook's business management platform, the full English name (Facebook Business Manager), referred to as BM, has been blocked, replaced with BM.

7. Please try again at another time, or contact the support team to fix the problem

Reason: Facebook official issue. We also rely on Alibaba Cloud to create accounts, but Facebook's official may have temporarily restricted it due to technical reasons.

Solution: Change your WhatsApp number or try again at a different time

8. How can I break the 250 session limit in 24 hours for a self-registered number

Do company verification. Without company verification, there are 250 sessions. For details, see How to authenticate a company in Facebook Business Manager

9. I want to delete the self-service registration number. Where can I delete it

Go to the FB dashboard to delete. For specific steps, see: View Figure 4 in Facebook review results.

10. This phone number has been registered with an existing WhatsApp account

Reason: This number has already been registered as a WhatsApp app number
Solution: Change the number or unbind it from the existing account, then return to the current page and re-enter the number

11. SaleSmartly system data is being synchronized. Please try again after one hour

Solution: Facebook has limited your traffic. Try again after an hour.

12. You are no longer allowed to use Facebook products to run ads. You cannot run ads, manage ad assets, or create new ads or business accounts

Reason: Facebook account advertising permissions have been blocked. For details, click Facebook account overview to view.

Solution: Complain to Facebook to get unblocked or change the advertising account.

13. Display "This waba has been bound in other projects"

Reason: A waba can only be bound to one project, and a waba cannot be bound to two projects at the same time.

Solution: Transfer this number from the original project to the project that needs to be bound.

14. After clicking "Finish", a message will appear saying "Please try again. If the problem still cannot be solved, please contact customer service"

Reason: Click Finish to prompt an abnormal error
Solution:

1. Please try the self-service registration process again. Please refer to the tutorial on self-service registration of WhatsApp API number: Click to jump

2. Check whether the proxy is turned on. If so, you can switch to the global mode of the proxy. If it still doesn’t work, you can choose to turn off the proxy or switch to some other proxy lines.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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WeChat Customer Service Integration: Features & Workflow Meta Description

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Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

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WhatsApp Integration Guide for Beginners

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How to Integrate Telegram App Devices?

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How to Integrate TikTok App

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How to Integrate Zalo

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How to integrate LINE App Cloud Hosting for personal accounts?

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How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Email?

QQ Mail

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Outlook/Hotmail mailbox

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Access Guide

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Access Guide

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Practical Guide

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Access Guide

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How to Integrate LINE into the Chat Plugin?

Practical Guide

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Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

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How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

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How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Access Tutorial

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WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

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Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

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Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

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How to Integrate Telegram App Devices?

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Get TKAPP Session file

How to Integrate TikTok App

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How to Integrate Line App (Personal Account)

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How to Integrate Zalo

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How to Integrate WeCom

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How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

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A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Affiliate Dashboard – Step-by-Step Guide

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Step 4: Optimize Chat Efficiency with Automation & AI

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FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

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Telegram Bot

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Telegram App

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Chat Plugin

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook](https://help-en.salesmartly.com/docs/facebook-create-whatsapp-cloud-api)

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

This article mainly guides on how to create a WhatsApp Cloud API number for Facebook. For more information on how to connect the Cloud API number to the SaleSmartly system, please visit the following link: Cloud API Number Connection Tutorial – SaleSmartly Help Center

1. Register for Facebook Business Manager (BM)

Go to the link: https://business.facebook.com/ and select "Create an Account".

Fill in the BM name and email address, and select "Submit".

After submitting, a message will pop up saying “Please verify your email address”, click “Finish”.

Go to your mailbox, receive the message, and click on verification.

2. Create a Facebook developer account

Go to the link: https://developers.facebook.com/?locale, open Meta for Developers, and select "Get Started Now".

Create a Facebook developer account and select "Continue".

Select your country/region, enter your mobile number, click "Send verification SMS", and receive the SMS verification code.

Note: You can use a number that was previously used by the Tool.

Enter the verification code you received via SMS and select Continue.

Check that the email address is correct and tick the box to agree to receive marketing-related electronic communications from Facebook, including developer news, updates, and promotional emails. Then select "Verify Email".

Select "Other" for identity, and then select "Complete registration."

Select Create Application to create an application.

3. Create a Facebook App

Go to the link: https://developers.facebook.com/apps/create/ and open the Meta developer dashboard.

Select the "Business" type, then scroll down to create an application.

Business Management Platform Account - Select the BM number to be connected. One application can be bound to one bm number. The WABA account and number under the BM number will be synchronized to the SaleSmartly dashboard for chat integration and management.

After creation, under the application control panel, select WhatsApp and click Settings.

(Please note! If the entry you applied for does not have this WhatsApp product, the reason is that: FB personal account area and the BM area must not be in mainland China

To change the BM region, please visit: https://business.facebook.com/settings/people/ Business Information-Edit, as shown below, and then recreate the application.

To change the region of your FB account, please visit your homepage: https://www.facebook.com/profile.php?

4. Create a WhatsApp Business Account (WABA) number on Facebook

Select "Quick Start" and click "Continue".

Select "Get Started", scroll down to the end, and select "Add Number".

Enter the "BM name", "country" and "US domain name that can open the homepage", and select "Next".

Select "Other" from the Business Category drop-down list.

Click Next.

Enter your phone number (you can choose any country or region for the number, the United States is generally recommended), select "Receive SMS", and click Next to verify.

After successfully entering the SMS verification code, you will be able to view the corresponding phone number and WABA ID.

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Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

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Introduction to Facebook (Messenger) Channel Integration

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Facebook Group Messaging & Recall Tutorial

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Introduction to Instagram Channel Integration

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WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

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WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

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Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

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NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

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GoDaddy Business Email

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YouTube

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How to Connect Your YouTube Account?

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How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

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Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

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How to Integrate WeChat Customer?

Practical Tutorials

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Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

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Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

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WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

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WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

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Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

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SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Affiliate Dashboard – Step-by-Step Guide

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How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them](https://help-en.salesmartly.com/docs/whatsapp-api-account-ban-reasons)

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

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Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

1. Introduction

This article mainly introduces why WhatsApp API accounts are banned, helping you carry out subsequent marketing and other actions better.

SaleSmartly will not be held responsible if the business account or phone number is blocked during your use due to sending illegal messages.

2. Top Reasons for WhatsApp API Account Bans

The following will introduce the most common reasons for banning.

2.1. Multiple reports in a short period

In addition to automatic detection by the system, another indicator that determines whether to block you is likely to be reported by your contacts. If you keep sending messages that others don't want to receive or see, it will greatly increase the chances of your contacts reporting you. WhatsApp will use AI technology and user-reported data to detect and disable accounts that send automatic messages, automatically create accounts or groups without authorization.

There are many reasons for being reported, such as: the message/template you sent made the other party feel that you were harassing them, or you sent too many messages in a short period, etc. In short, one of the reasons why your account was banned is: it was reported by many people in a short time.

2.2. Using copyrighted or duplicate images

Please be careful not to upload infringing images, otherwise, there will be a risk of your account being blocked. Please do not set the same avatar for accounts in batches, as this will also cause suspicion of being detected.

2.3. Mass messaging or automation abuse

Another landmine is sending messages automatically or in large quantities in a short period. Using third-party software to automatically send a large number of messages can easily be detected by the system, so be sure to avoid doing this. Do not try to use WhatsApp to send a large number of messages, automatic messages, or automatic calls. Do not manually send the same promotional message to different contacts. If your account is blocked, it will be "more haste, less speed."

2.4. Messages containing obvious advertising

One of the easiest landmines to step on is trying to send messages that contain advertising. Merchants will inevitably want to sell advertisements directly, print out the information they want to promote, and send it to customers everywhere. However, if it contains too many links or the advertising message is too obvious, it will be easily caught by the system and blocked.

2.5. Violation of WhatsApp Terms of Service

Posting fake news, hate speech, engaging in illegal, threatening, intimidating, hateful and racial or ethnic discrimination behavior are all violations of WhatsApp's terms of service. If you want to know more about WhatsApp's terms of service, you can click here.

2.6. Long-term non-use or use of false information to register a Facebook account may result in the account being blocked

To prevent being blocked and unable to log in to Meta Business Manager, please follow the following suggestions when using Meta services:

When registering a Facebook account, please upload a real profile picture and fill in as much of your personal information as possible.

Keep logging into your Facebook account once a week and perform any operations on the page to maintain account activity.

If you do not log in to your Facebook account for a long time, the system will consider it no longer in use and block it. Once blocked, it cannot be unblocked. Before your Facebook account is blocked, an email will be sent to the email address you provided when registering for the account. Once you receive a reminder email, please log in to your Facebook account as soon as possible and visit the page.

Set up multiple administrators in Meta business settings to provide assistance when an account cannot log in. The path to add is Meta business settings-Users-Individual users, click Invite users on the right side of the page.

3. Prevention Tips

3.1. When sending group template messages, please ensure that the message complies with the WhatsApp Business Policy and Commercial Policy. If the template content is not compliant, it may also lead to account suspension during review.

Additionally, the following industries are prohibited on this platform: real, virtual, or counterfeit currencies (e.g., ICOs, binary options), payday loans, wage advances, P2P loans, debt collection, and bail bonds.

3.2. Before submitting the template, please try passive chatting for 3-5 days (i.e., the visitor actively sends messages to the WS account). Directly applying for the template or sending group messages may easily lead to the new account being blocked.

3.3. Only send messages to users who have chosen to receive messages from you. Pay attention to the frequency of message sending and avoid sending too many messages to customers every day.

3.4. Please do not upload infringing images, otherwise, there will be a risk of the account being blocked.

3.5. Stop sending out hard-hitting promotional messages!

There are many ways to promote your products. You don't have to directly take out the product or price tag to let customers pay. If you forcefully promote your products, it will easily make people hate you and cause them to report your account. You might as well make the information you want to promote more humane, such as showing concern for customers during major festivals, or chatting with customers like friends to understand their needs. This may help increase customer loyalty!

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Create & Optimize WhatsApp API Message Templates for Broadcast](https://help-en.salesmartly.com/docs/whatsapp-api-template-application)

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIScene TutorialHow to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Create & Optimize WhatsApp API Message Templates for Broadcast

You can add your template in [Marketing] – [Message Templates] - [WhatsApp API Template].

If your submitted WhatsApp template is not accepted, you can try the following methods:

1. Use Dynamic Variables in Templates

When creating a template, in addition to directly putting the text into the "Content", you can also use the "Parameters" function to change your keywords.

As shown in the figure below, you can add a "parameter" in the copy. After the keywords in the "parameter" are reviewed, you can change the "parameter" content to the keywords you actually need to send when sending.

When sending, go to  [Marketing] – [Mass Message] – "Create Plan", select the WhatsApp API channel, filter the audience, and select "Template Message" in the content type. Select a template with "Parameters", and you can directly change the original "Parameters" in the red box to the information you need, and then send the message to the group.

2. Trigger Ads via Automation & Quick Replies

This method requires the use of the "automation" function in the software. You can use the "quick reply button" in the template, such as the "Yes" and "No" quick reply buttons in the picture below. And trigger it through keywords in "automation" and configure real advertising information. When the customer clicks the "quick reply button", the "automation" keyword triggers the automatic reply to the real advertising content.

Tutorial on using Automation: /docs/AnqfdJ

The test example is as follows:

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Link Credit Cards to WhatsApp Business Accounts via Meta](https://help-en.salesmartly.com/docs/add-credit-card-to-whatsapp)

How to Link Credit Cards to WhatsApp Business Accounts via Meta

Search...

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Pricing

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Start for Free

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIScene TutorialHow to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Link Credit Cards to WhatsApp Business Accounts via Meta

1. Access Meta Business Suite

Go to your FB management page at: https://business.facebook.com/settings/whatsapp-business-accounts

2. Add Payment Details

In the BM administrator, enter the WhatsApp Account management and enter the payment settings page.

After entering the page, click on Add Payment Method.

3. Enter Credit Card Details

You need to add credit card information. It is recommended to fill in the information outside the United States

4. Manage Multiple Accounts

If there are multiple WhatsApp Accounts that need to be linked, you can click on the upper right corner to switch to quick connection.

Share this Article

Previous

How to Create & Optimize WhatsApp API Message Templates for Broadcast

Next

How to Manage WhatsApp Message Templates

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Manage WhatsApp Message Templates](https://help-en.salesmartly.com/docs/whatsapp-templates-manage)

How to Manage WhatsApp Message Templates

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How to Manage WhatsApp Message Templates

You can add your template in [Group Plan] – [WhatsApp API Template] – Add New Template. If the WhatsApp template you submitted is not approved, you can try the following methods.

1. Submit templates using variables

When creating a template, in addition to directly putting the text into the "Content", you can also use the "Parameters" function to change your keywords.

As shown in the figure below, you can add a "parameter" in the copy. After the keywords in the "parameter" are reviewed, you can change the "parameter" content to the keywords you actually need to send when sending.

When sending, go to [Mass Message] – [Create Plan] – [Filter Audience] – Select the template in the content to be sent.

Select a template with "parameters" and then directly change the original location for filling in the "parameters" in the red box to the information you need for group messaging.

2. Use official copywriting to guide users into the system and send automated real ads

This method requires the use of the "automation" function. You can use the "quick reply button" in the template, such as the "Yes" and "No" quick reply buttons in the picture below. And trigger it through keywords in "automation" and configure real advertising information. When the customer clicks the "quick reply button", the "automation" keyword triggers the automatic reply to the real advertising content.

Tutorial on using Automation: /docs/AnqfdJ

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Send Bulk WhatsApp Messages](https://help-en.salesmartly.com/docs/whatsapp-bulk-messaging)

How to Send Bulk WhatsApp Messages

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIScene TutorialHow to Send Bulk WhatsApp Messages

How to Send Bulk WhatsApp Messages

1. Introduction

You can send group messages to WhatsApp users, and support sending message templates to customers in WhatsApp channels whose session time exceeds 24 hours. After sending a message template, you can also view the data related to the number of people who planned to send it, the number of people who have sent it, the number of people who successfully sent it, and the number of people who failed to send it, as well as view the details of the planned sending.

2. Features

2.1 WhatsApp App Group Message

(1) In [Group Plan] - [Mass Message], click "Create Plan", select the channel "WhatsApp App", and click "OK".

(2) Enter the name of the mass messaging plan, click "Filter" to select the customers to whom you want to send mass messages, and then click "Confirm".

Note: If there is no audience, you can import it in [Customer] - [Customer List].

(3) Enter the content to be sent: You can create group text, pictures or attachments here. You can also select "Insert system variables" (name, phone number, email address) and "Alternative text" (when the contact does not have a field value for the selected system variable, the alternative text will be displayed).

(4) Select the sending frequency. The group messaging plan supports sending multiple messages within 3-120 seconds.

(5) Select the sending time and set the mass sending time by yourself so that you can plan your marketing plan. After setting, click "Confirm" and the plan will be successfully created.

2.2 WhatsApp API number group messaging

(1) In [Group Plan] - [Mass Message], click "Create Plan", select the channel "WhatsApp API", and click "OK".

(2) Fill in the name of the group messaging plan and filter the audience (same as WhatsApp App).

(3) Select the type of message content to send. The WhatsApp API number supports the use of WhatsApp templates or the sending of non-template messages to visitors who have interacted within 24 hours. You can directly send text/image/attachment messages to customers who have interacted with you in the past day to wake them up. If the visitor responds, a new 24-hour conversation window can be opened without deducting the official message template conversation fee, thus reducing your marketing costs. You can also enter a number for testing before sending a group message.

Note: You can manage templates or add new templates in [Group Plan] - [WhatsApp API Template].

(4) Select the sending frequency and time and send.

3. Check the Effect of Group Messaging

After sending a group message, you can view the effect of the bulk message in [Group Plan] - [Mass Message], such as the planned number of people to send messages, the number of people who successfully sent messages, the delivery rate and other data, so that merchants can grasp the reach effect of each message, so that each message can be traced, helping merchants to quickly understand the marketing effect of messages, continuously iterate content, and improve marketing conversion efficiency. Click "Insight" in the group message plan to view the sending effect of a single plan, and view the following information:

(1) Basic information: record the group messaging plan configuration information and preview the original plan content.

(2) Delivery effect: Merchants can see the details and effect of message delivery. For example, by clicking on the "Planned number of people to send" area, merchants can see the original planned delivery of the message. By clicking on the "Number of people sent" area, merchants can see the details of the messages sent and the delivery ratio, and check whether there is any discrepancy with the original planned number of people to send.

(3) Click to view the conversation:

4. Frequently asked questions

(1) When I selected the customer, I checked the box next to "Name" and selected the customer. However, when I exported the customer information, I only saw 20 customer records instead of all the customer records. Why?

A: If you want to check all customers, you can click "Check all XX customers" at the bottom to select all customers. Checking the box next to "Name" only selects all customers on a certain page, not all customers. The detailed check function description is as follows:

① If you only need to select a small number of specific customers, just check the [checkbox next to the user's name];

② If you need to select customers on a certain page, check the box next to "Name";

③ If you need to select all customers, click [Check all XX customers] at the bottom.

(2) How to add WhatsApp templates?

A: You can manage templates or add new templates in [Group Plan] - [WhatsApp API Template]. Before submitting a template, please try passive chatting for 3-5 days (i.e., visitors actively send messages to WS accounts). Directly applying for templates or sending group messages may easily lead to the new account being blocked. When filling in the template, you can refer to the official template examples to increase the probability of passing the template review: https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp API Costs: Pricing Structure & Fees](https://help-en.salesmartly.com/docs/whatsapp-api-pricing-guide)

WhatsApp API Costs: Pricing Structure & Fees

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HomepageChannel IntegrationNChannel IntegrationWhatsApp APIScene TutorialWhatsApp API Costs: Pricing Structure & Fees

WhatsApp API Costs: Pricing Structure & Fees

This article mainly explains the fees related to the WhatsApp API.

1. Conversation-Based Pricing

Businesses using the WhatsApp Business Platform are charged per conversation, which includes all messages exchanged within a 24-hour session. Learn more about WhatsApp Business billing.

How it works

WhatsApp Business Platform conversations are divided into two categories, with different pricing:

• User-initiated conversations: Conversations initiated in response to user messages. Each time a merchant responds to a user within the 24-hour customer service window, the corresponding message is counted as a user-initiated conversation. Merchants can send any type of message during this 24-hour customer service window.

• Merchant-initiated conversation: A conversation initiated when a merchant sends a message to a user outside the 24-hour customer service window. In a merchant-initiated conversation, a message template must be used for the message.

We count all conversations within a fixed 24-hour session period. A conversation begins when the first merchant message is delivered, regardless of whether the conversation is initiated by the merchant or in response to a user message. Merchants and users can send any number of messages (including template messages) to each other during the 24-hour conversation period at no additional cost. Fees are incurred only once per 24-hour conversation period.

The cost of a conversation is based on the user's country code. A user in this context is a customer communicating with a business. The rates for business-initiated conversations and user-initiated conversations vary by country or region.

Reference: Official USD Price List

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp Marketing Message Lite (MM Lite API)](https://help-en.salesmartly.com/docs/fItC4f9m)

WhatsApp Marketing Message Lite (MM Lite API)-SaleSmartly-Help Center-SaleSmartly User Guide

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WhatsApp Marketing Message Lite (MM Lite API)

1. Introduction

This article mainly introduces the Marketing Messages Lite API (MMLite) function of Meta, so that you can understand how to enable and use it.

2. Introduction to MMLite

1. What is MMLite

Marketing message Lite API ("MM Lite API for short") is Meta's latest interface for sending WhatsApp marketing template messages. Through this API, companies will be able to leverage Meta's optimization technology on its advertising platform to send marketing messages through Meta's series of business information products, and improve the effectiveness of marketing messages through Meta's platform advertising capabilities. Meta plans to improve this function on Messenger, WhatsApp, and Instagram platforms in the future.

2. Comparison between MMLite and Cloud API

No frequency restrictions: Services that deliver relevant/high-quality messages to users will not be affected by temporary frequency restrictions.

Better delivery rate: MM Lite API will have a higher reach and reading rate in official calculations. Marketing messages sent through MM lite API will go through Meta's advertising system, which will help you reach customers who prefer to receive marketing messages in your activities, thereby improving the performance of your marketing activities.

Marketing data tracking: Messages sent through the MM Lite API will see data in your advertising system.

3. Use of MMLite

To use MMLite, you need to select a number in salesmartly to apply for authorization and activation. After activation, the marketing template messages sent by this number will be automatically sent through the MMLite interface without manual selection. The marketing templates sent by MMLite are consistent with the Cloud API and do not need to be adjusted (other types of templates are still sent using the Cloud API)

1. Apply for authorization in integration

Enter the salesmartly whatsapp api integration, and click Apply for Authorization MMLite for the third-party numbers registered through the salesmartly app

2. Log in to Facebook Business Management Backend and agree to authorization

Log in to the Meta Business Suitefacebook backend with a WABA administrator account, click Settings to select the request list, and you will see the salesmartly request among other requests. After clicking Accept, you can see that the authorization is successful in the salesmartly integration.

3. Start sending marketing template messages

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Previous

WhatsApp API Costs: Pricing Structure & Fees

Next

WeChat Customer Service

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate WeChat Customer Service?](https://help-en.salesmartly.com/docs/wecom-customer-service-integration)

How to Integrate WeChat Customer Service?

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HomepageChannel IntegrationNChannel IntegrationWeChat Customer ServiceAccess TutorialHow to Integrate WeChat Customer Service?

How to Integrate WeChat Customer Service?

1. Introduction

By integrating WeChat customer service, companies can directly and visually operate WeChat public accounts on the SaleSmartly platform, communicate with customers in real time, and provide better customer service.

Integrate WeChat customer service functions on the SaleSmartly platform, including WeChat customer service access configuration, sending and receiving messages, chatting with customers, and other operations.

2. Step-by-Step Guide

2.1. Authorize WeChat for Business

In [ Integration-WeChat Customer Service ], click Authorize an existing WeChat account.

If you don’t have WeChat Work yet, you can register by going to the following link: https://work.weixin.qq.com/wework_admin/register_wx

After clicking the authorization button, the WeChat Enterprise QR code scanning page will open. Please open the WeChat Enterprise APP to scan the QR code for authorization (please be sure to use WeChat Enterprise- Super Administrator identity to scan the QR code).

After scanning the code successfully, you will be redirected to the WeChat authorization page. You need to click the Agree Authorization button and wait for 3 seconds before being redirected back to the SaleSmartly system page. At this point, you have successfully integrated WeChat customer service in SaleSmartly.

2.2. Create a WeChat customer service account

After the authorization is completed, SaleSmartly will generally automatically create a new customer service account for you in the background. You can modify, use or delete the account according to your needs.

When testing the chat, please enable the customer service account first > then click Get Link to get the chat link/QR code of the customer service account > use WeChat APP to scan the code > initiate a chat test as a visitor.

You can create a new customer service account yourself or simultaneously pull the WeChat customer service account you created in the WeChat Enterprise Management dashboard

2.2.1 Create a new customer service account

Click Create New Customer Service Account > Upload the WeChat customer service account avatar > Enter the account name > Click Confirm, and the WeChat customer service account will be created successfully.

2.2.2 Synchronize WeChat customer service account in the enterprise dashboard

• Enter the enterprise WeChat management dashboard ( https://work.weixin.qq.com/wework_admin/loginpage_wx ) > click [ Application Management-WeChat Customer Service ] > enter the WeChat Customer Service application details page, scroll to the bottom of the page > and click to authorize a third-party application.

• On the Authorize Third-Party Apps page, find SaleSmartly, click Edit > in the action bar and select the corresponding customer service account for authorization.

• After successful authorization, return to the SaleSmartly dashboard > click the sync button at the top of the customer service account list > after clicking, the system will automatically pull the authorized WeChat customer service account.

3. Get the customer service link

After you create/synchronize a WeChat customer service account in WeChat customer service, click Get Link to obtain the customer service QR code and customer service link. Visitors can communicate with you through this customer service QR code or customer service link.

You can send and receive visitor messages in the SaleSmartly and answer visitors' questions.

4. Notes

If your corporate WeChat account is not a certified enterprise or is not bound to a video account, the official restrictions are as follows:

• When the enterprise has not completed the entity verification, WeChat customer service can only receive a total of 100 customers. At the same time, only 10 customer service accounts can be created. After the enterprise is authenticated, it can continue to create customer service accounts.

• When the enterprise has been verified but not bound to a video account, WeChat customer service can receive 100 customers per day.

• When the enterprise has been verified and bound to a video account, there is no limit on the number of customers that WeChat customer service can receive.

How to bind the video account to WeChat for Business? You can check the official tutorial: https://open.work.weixin.qq.com/help2/pc/17940

Frequently asked questions

1. It shows that the authorization is successful, but no authorization is received.

(1) You need to scan the QR code with the super administrator for authorization.

(2) Please delete the app and reauthorize it.

(3) Confirm whether it is authorized for another project. For example, if it is a SaleSmartly project registered with WeChat for Business, you need to unbind it from the original authorized project and then re-authorize it.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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Chat Plugin Integration

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

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ShopLine

WordPress

Shopify

BigCommerce

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How to Install SaleSmartly on UEESHOP via JavaScript Code

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How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

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Practical Guide

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WhatsApp API

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Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WeChat Customer Service Integration: Features & Workflow Meta Description](https://help-en.salesmartly.com/docs/wecom-customer-service-features-overview)

WeChat Customer Service Integration: Features & Workflow Meta Description

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WeChat Customer Service Integration: Features & Workflow Meta Description

1. Module Overview

1. Authorize WeChat Work Account

Most core functions depend on successful integration. You can click **Authorize Existing WeChat Work** to integrate your WeChat Work account. For details, see: [How to Integrate WeChat Work?]

2. Top Search Bar

The top search bar supports searching by WeChat Customer Service account name, remarks, and status, helping you quickly locate accounts.

3. Create WeChat Customer Service Account

If you have no WeChat Customer Service accounts under your WeChat Work, you can create multiple ones to handle multiple conversations.

Click `Add` in the upper right corner. Enter an account name and click `Confirm` to finish creation.

If you already have WeChat Customer Service accounts, click `Sync` to import accounts and contact data in one click.

4. Enable WeChat Customer Service Account

After creating an account, you can manage all WeChat Work messages and conversations in SaleSmartly for one‑stop chat.
Toggle on `Enable` to receive real‑time messages without switching accounts.

5. Add & Assign Agents

After integrating WeChat Work into SaleSmartly, you can assign agents to manage conversations for each WeChat Customer Service account.

You can add team members in `Settings → Team Management` and bind social media accounts during creation.
For details: [How to Add Members to a Project]

After creating members, you can assign them quickly on the `Integration` page.

Click `Assign Members` -> Select members for this account -> Click `Confirm`.

6. Edit

You can update WeChat Customer Service account info on the edit page.

Click `Edit` -> Modify content -> Click `Confirm`.

7. Get Link

WeChat Work channel supports generating service links and QR codes for sharing on websites. Visitors can start a conversation by clicking the link.

Click `Get Link` to obtain both QR code and URL contact options.

8. Authorization Settings

To switch WeChat Work accounts, you can unbind the current authorization first.

Click `Authorization Settings` in the upper right corner → `Unauthorize`. Go to your WeChat Work admin console to complete unbinding.

Click App Management > Find SaleSmartly and click Delete App to unbind.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Common Reasons for WeChat Customer Service Channel Integration Failure](https://help-en.salesmartly.com/docs/wechat-kefu-integration-issues)

Common Reasons for WeChat Customer Service Channel Integration Failure

Search...

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Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationWeChat Customer ServicePractical TutorialsCommon Reasons for WeChat Customer Service Channel Integration Failure

Common Reasons for WeChat Customer Service Channel Integration Failure

Issue 1: Check if SaleSmartly is authorized in the WeCom (WeChat Work) App Management section

If not, go to Add Third-Party App, enter "SaleSmartly," and add it.

Issue 2: Check if the account used for scanning the WeCom authorization QR code is a Super Admin

In the App Management section, see if the WeChat Customer Service app is listed. If it's missing, the account that authorized WeCom is not a Super Admin.

If that’s the case, ask the WeCom Super Admin to go to WeCom > My Company > Permission Management and transfer or assign the required permissions.

Issue 3: Check if the WeChat Customer Service app is enabled, and whether the third-party authorization at the bottom is turned on

Click Authorize to Third-Party App, then click Authorize Customer Service Account, and select the corresponding account to complete the setup.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Slack?](https://help-en.salesmartly.com/docs/how-to-integrate-slack)

How to Integrate Slack?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationNChannel IntegrationSlackHow to Integrate Slack?

How to Integrate Slack?

1. Introduction

Integrate your Slack workspace with SaleSmartly to streamline team collaboration, manage customer conversations, and automate alerts.

2. Step-by-Step Guide

The integration steps are as follows:

① Click "Auth Account" to jump to the Slack system.

② Enter the Slack page, enter the existing workspace, and click Continue.

③ Select/enter your Slack account and log in.

④ After logging in, jump to the authorization page and click Allow to complete the authorization.

After successful authorization, you will be automatically redirected to SaleSmartly and can start chatting.

Share this Article

Previous

Slack

Next

Slack Integration: Core Features & Automation Setup

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Slack Integration: Core Features & Automation Setup](https://help-en.salesmartly.com/docs/slack-channel-features-overview)

Slack Integration: Core Features & Automation Setup

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HomepageChannel IntegrationNChannel IntegrationSlackSlack Integration: Core Features & Automation Setup

Slack Integration: Core Features & Automation Setup

1. Introduction

This guide explores the [Integration - Slack] channel on SaleSmartly, enabling seamless team collaboration, automated workflows, and centralized customer support.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search by account name or email address, helping you find your account quickly.

2.2. Authorized account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Account to integrate your Slack account. For detailed procedures, please refer to How to integrate Slack?

2.3. Add customer service-configure customer service

After integrating Slack into Salesmartly, you can configure customer service for your bot and manage your Slack account conveniently.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.4. Editing Automation

In addition, you can also configure the created automated processes for your Slack account to implement scenarios such as automatic replies and customer recalls.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate VKontakte (VK) Community](https://help-en.salesmartly.com/docs/vkontakte-community-integration-1)

How to Integrate VKontakte (VK) Community

Search...

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HomepageChannel IntegrationNChannel IntegrationVKontakteHow to Integrate VKontakte (VK) Community

How to Integrate VKontakte (VK) Community

1. Introduction

After integrating the VKontakte community into SaleSmartly, you can view and reply to VKontakte community private messages and group chat messages in SaleSmartly. You can also use SaleSmartly for automated services, group messaging, and customer management.

2. Step-by-Step Guide

2.1. Add Community to SaleSmartly Integration

Select VKontakte in the SaleSmartly integration menu. Once you are in the VKontakte integration list, click Add Community to start the integration. We will connect to the VKontakte community API to access community private messages and group chats. Follow the instructions to complete the community API connection.

2.2. Select VKontakte community and complete API settings

2.2.1 Enter the VKontakte Community API settings page

(1) Click the link to log in to your VKontakte account (https://vk.com), click Community on the left to enter the community list, select a community you can manage to enter the community page (if you do not have a community, click Create a community to enter the community page).

(2) On the community page, click Management to enter the settings page. On the settings page, click the API menu on the right to enter the API settings page.

2.2.2 Create a community API access key and fill it in SaleSmartly

(1) On the API settings page, click Create Access Key. It is recommended that you select all permissions to avoid abnormal community messages due to permission issues.

(2) The first creation will prompt that the creation failed. You need to click "Go to VK ID" to enable two-factor authentication.

(3) After the key is successfully created, please copy and fill it in SaleSmartly.

2.2.3 Set up the Callback API to generate a server connection in SaleSmartly

(1) On the Community API Settings page, click Callback API, click the activity type, and check the message permissions (please check all, otherwise you will not be able to receive messages).

(2) Click Server Settings to set the key, copy the information to SaleSmartly, and click OK in SaleSmartly to create the connection.

2.3. Verify and connect SaleSmartly in VKontakte

2.3.1 VKontakte fills in the server link and confirms

(1) Fill in the server link generated by SaleSmartly into the VKontakte server address and click Confirm.

(2) Click OK and the message "Server URL saved successfully" will appear, indicating that the connection has been completed.

3. Verify and Connect SaleSmartly on VKontakte

3.1 Enter the server URL in VKontakte and confirm

(1) Paste the server URL generated by SaleSmartly into the server address field in VKontakte, then click `Confirm`.

(2) Once the “Saved successfully” message appears, the connection is complete.

3.2 Complete binding in SaleSmartly

After confirming the settings in VKontakte, click `I have confirmed in VK` in SaleSmartly to finish the binding.

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VKontakte

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TikTok Business Account

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to integrate TikTok business account?](https://help-en.salesmartly.com/docs/integrate-tiktok-business-account)

How to integrate TikTok business account?

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HomepageChannel IntegrationNChannel IntegrationTikTok Business AccountHow to integrate TikTok business account?

How to integrate TikTok business account?

1. Function Introduction

After integrating TikTok business accounts into SaleSmartly, you can view, reply to, and comment on TikTok business account private messages in the SaleSmartly backend. You can also use SaleSmartly for automated services, group messaging, and customer management.

Note: According to TikTok's official policy, accounts in the United States, the United Kingdom, Switzerland, and the European Economic Area are temporarily not authorized for use!

2. Operation process

1. Authorize your account in the SaleSmartly integration

Before authorizing the account, please make sure that the TikTok account has been upgraded to a business account. If it has not been upgraded, you can log in to the TikTok account settings and change the account type to a business account!

Select TikTok Business Account in the SaleSmartly integration menu. After entering the TikTok Business Account integration list, click Add Account to start the integration. We will complete the account access by connecting to the TikTok Business Account API.

2. Click Authorize to agree to the authorization

3. After agreeing to the authorization, the integration will be successful

After turning on private messages and comments in the integrated TikTok business account, new messages and comments will be replyable in the online chat.

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Personal WeChat / Corporate WeChat

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to integrate personal WeChat/Enterprise WeChat?](https://help-en.salesmartly.com/docs/How-to-integrate-personal-WeChat-Enterprise-WeChat)

How to integrate personal WeChat/Enterprise WeChat?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationNChannel IntegrationPersonal WeChat / Corporate WeChatHow to integrate personal WeChat/Enterprise WeChat?

How to integrate personal WeChat/Enterprise WeChat?

1. Feature Introduction

By integrating your WeChat Work accounts into SaleSmartly, you can manage multiple WeChat Work accounts in a unified platform. Without frequent account switching, team members can handle customer messages from different WeChat Work accounts simultaneously on one platform, improving customer service efficiency and team collaboration.

2. Operation Process (Applicable to Personal WeChat)

2.1 Click to Add WeChat Work

Log in to the SaleSmartly dashboard, go to `Integrations`, select `WeChat Work`, and click the `Add WeChat Work` button.

The WeChat Work account will be bound to SaleSmartly via the third-party platform 'JUHEBOT', enabling message access and centralized management.

2. Register a JUHEBOT Account

Click `Juhe Smart` to be redirected to the third-party platform JUHEBOT (https://juhebot.com/salesmartly/).

On the JUHEBOT official website, contact their customer support to assist with account registration.

After successfully creating and logging into your JUHEBOT dashboard, bind the WeChat Work account you wish to integrate to the JUHEBOT platform.

3. Obtain and Enter Configuration Information in SaleSmartly

In the JUHEBOT dashboard, locate the target WeChat Work account you just bound, and copy the corresponding `Device ID`.

Return to the WeChat Work integration setup page in SaleSmartly, and paste the copied Device ID into the corresponding input field.

In the JUHEBOT dashboard, go to `Open Platform` > `API Application`. Copy the `App Key` and `App Secret` of this application.

Back in SaleSmartly, paste the copied App Key and App Secret into their respective input fields.

4. Binding Completed

Carefully verify that the Device ID, App Key, and App Secret entered in SaleSmartly are correct. Once confirmed, click `Confirm` on the SaleSmartly page to finish integrating the WeChat Work account.

Share this Article

Previous

Personal WeChat / Corporate WeChat

Next

WhatsApp App Cloud Hosting

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.09.30

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Changelog-2025.02.28

Changelog-2025.01.31

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to integrate to personal cloud hosting?](https://help-en.salesmartly.com/docs/whatsapp-personal-cloud-integration-1)

How to integrate to personal cloud hosting?

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HomepageChannel IntegrationNChannel IntegrationWhatsApp App Cloud HostingAccess TutorialHow to integrate to personal cloud hosting?

How to integrate to personal cloud hosting?

1. Introduction

Integration with the WhatsApp App allows businesses to directly manage and operate their own WhatsApp App pages in real time through SaleSmartly, providing unified multi-channel communication services with customers.

2. Step-by-Step Guide

First, you need to make sure that your account has the number of WhatsApp App Cloud device numbers.

2.1. Add a device

Log in to the SaleSmartly platform, go to [Connect] → [WhatsApp APP], click [Add] to enter the connection page; default select [Scan to Log in], click [Connect].

On the hosted device configuration page, select the WhatsApp App's commonly used login region or the nearest region; if you need other region IP addresses, please contact customer service; if you are using your own proxy IP, you can turn on the [Use Custom Proxy] switch and fill in the proxy information.

2.2. Scan the QR code

Follow the path instructions on the left side of the picture below and use the WhatsApp App on your mobile phone to scan the pop-up connection QR code to successfully connect.

2.3. Use the phone number to link

Frequently asked questions

1. The number of WhatsApp app devices is 0/1. Why does it say that the number has reached the upper limit when I click Add device?

You can check the number status. The current logic is: valid/invalid/unconnected/configured numbers will occupy the number of device numbers. You can check and delete invalid numbers, and then try to add devices.

2. Why is my WhatsApp app device number status invalid?

2.1 Check the number status on the mobile app to see if it is normal, and check whether the connected device has exceeded the limit (you can use WhatsApp on up to four connected devices at the same time). For details, please refer to the official WhatsApp App "About WhatsApp connected devices."

2.2 It is possible that other SaleSmartly accounts are also connected to the device, causing your number status to become invalid.

2.3 The connected device will be automatically disconnected after 30 days of inactivity. If you do not use your phone for more than 14 days, the connected device will be logged out.
For more information, please refer to the official documentation: About WhatsApp connected devices

2.4 If none of the above conditions apply, there may be an exception that has caused your device to be logged out. For details, please refer to the official document: "If your WhatsApp shows 'Your device is logged out'"

2.5 WhatsApp App account blocked.

2.6. Ensure the VPN node region on your mobile device matches the selected region in SaleSmartly. If the exact node isn’t available, choose the closest region or configure a custom proxy. For example, if your mobile VPN is set to Hong Kong but SaleSmartly uses the UAE region, frequent disconnections may occur. Resolve this by aligning both settings to the same node (e.g., Hong Kong).

3. WhatsApp App sync contacts and chat history logic

Note

Not all messages and chats are synced to linked devices from your phone. WhatsApp Desktop syncs more message history than WhatsApp Web. To see or search your full history, check your phone. For details, see the official document: Click here

Contacts/chat history synchronization:

After the first integration of WhatsApp app, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [ Customer List ].

No matter how many contacts you sync, not all chat histories will be synced.

If you need to synchronize all contacts, please contact us. (Whether all contacts can be synchronized depends on the data returned by the official)

4. Unable to associate new device, please try again later

4.1 Disconnect and re-add the cloud device: Disconnect your device, remove it from the cloud devices, then re-add it.

4.2 Try a different cloud region: Disconnect, then re-add your device in a different cloud region/location.

4.3 Fix proxy issues: If using a WhatsApp mobile without a proxy or an unstable proxy. Switch to Global Proxy → Force close WhatsApp → Relaunch → Rescan QR code.

4.4 Refresh expired QR code: The QR code has expired. Refresh it to generate a new one.

4.5 Use verification code instead: Switch to the verification code authentication method.

4.6 If this is a WhatsApp Business account, check the Meta Business Suite (https://business.facebook.com/latest/settings) to see if it's linked under WhatsApp Accounts. If it is, you must unbind it before trying again.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

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Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

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WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate to protocol number?](https://help-en.salesmartly.com/docs/whatsapp-cloud-session-setup)

How to Integrate to protocol number?

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HomepageChannel IntegrationNChannel IntegrationWhatsApp App Cloud HostingAccess TutorialHow to Integrate to protocol number?

How to Integrate to protocol number?

1. Introduction

By integrating a purchased WhatsApp App protocol number into the SaleSmartly system, you can use your number to perform various operations such as sending and receiving messages, using automation features, and managing communications in a unified interface.

The WhatsApp protocol number provides the same functions as a regular account, but with a different login method.

📢 Note:
SaleSmartly supports the integration of WhatsApp protocol numbers, but we currently do not provide services for purchasing or registering these numbers.

2. Step-by-Step Guide

Please make sure you have successfully purchased a valid WhatsApp App Agreement Code.

2.1 Add a device

Click [Integrate] and select [WhatsApp App]. Click [Add Device] and select [Third-Party Login].

2.2. Configure basic device information

On the [Add Device] page, configure the following settings:

Device IP Region: Select the region where the IP address of this WhatsApp protocol device is located.

Whether to Act as an Agent: Choose whether to enable a proxy.

After completing these settings, click [OK] to proceed to the next step.

2.3. Add WhatsApp protocol number

The system will automatically redirect or open a pop-up window asking for your WhatsApp App protocol number details. Enter the required information in the fields. Double-check to ensure all information is correct, then click [OK].

2.4. Complete the integration

Once successfully integrated, the WhatsApp App protocol number will appear in the system’s device list.

Share this Article

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp Integration Guide for Beginners](https://help-en.salesmartly.com/docs/whatsapp-cloud-getting-started-guide)

WhatsApp Integration Guide for Beginners

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HomepageChannel IntegrationNChannel IntegrationWhatsApp App Cloud HostingPractical TutorialsWhatsApp Integration Guide for Beginners

WhatsApp Integration Guide for Beginners

1. WhatsApp account comparison

WhatsApp has three types of accounts: personal accounts, WhatsApp Business App and WhatsApp Business API.

2. How to integrate WhatsApp number to SaleSmartly?

2.1. Integrate WhatsApp App number

2.2. Integrate WhatsApp API number

• Register Cloud API number for integration

Cloud API means directly contacting the official website and registering an account in the official backend. When registering, the FB account, developer, and BM information must all be overseas, making registration more difficult.

Fees: According to the official charging rules: Actively sending template information is charged, and the specific fee is determined according to different regions and the content of the template information. If the customer initiates a conversation and replies with the API number, there is no charge.

Registration tutorial: Facebook tutorial for creating a WhatsApp cloud API number

Tutorial on connecting to SaleSmartly: Cloud API number connection tutorial

• Go to the official BSP registration number and integrate

You can register and create in the background of the officially designated BSP. You need to have a FB account and FB's BM. Currently, SaleSmartly supports access to four platforms: YCloud, ChatApp, NxCloud, and ITNIO TECH.

Fees: According to the official fee rules, the platform will charge a service fee. The service fees of each platform are different. You can check it on the official website of the platform. (SaleSmartly does not charge additional fees)

Tutorial on connecting to SaleSmartly: How to Integrate WhatsApp Business API Number

• Purchase SaleSmartly pre-registered numbers for integration (recommended)

SaleSmartly pre-registered Cloud API numbers can be purchased directly in SaleSmartly.

Fees: According to the official charging rules, a service fee of $0.005 will be added for each message sent from SaleSmartly.

Tutorial for opening an account: Detailed steps to open a WhatsApp platform number

3. Introduction to using SaleSmartly number

Chat effect after SaleSmartly integration.

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WhatsApp App Device Integration: Features & Automation Setup

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp App Device Integration: Features & Automation Setup](https://help-en.salesmartly.com/docs/whatsapp-cloud-features-overview)

WhatsApp App Device Integration: Features & Automation Setup

Search...

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Start for Free

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HomepageChannel IntegrationNChannel IntegrationWhatsApp App Cloud HostingPractical TutorialsWhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device Integration: Features & Automation Setup

1. Introduction

This guide walks you through [ Integration-WhatsApp App ] on SaleSmartly, enabling real-time chat management, team collaboration, and automated workflows.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search based on WhatsApp App device account name, mobile phone number, notes, and number status, helping you quickly find the WhatsApp App device account.

2.2. Add WhatsApp App device account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Device to integrate your WhatsApp App device account. For detailed procedures, please refer to How to integrate WhatsApp App devices?

2.3. Add customer service-configure customer service

After integrating WhatsApp App devices into Salesmartly, you can configure customer service for your WhatsApp App device account to facilitate the management of your WhatsApp App device conversations.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.4. Editing Automation

In addition, you can also configure the created automation process for WhatsApp App devices to achieve automatic replies, customer recalls, marketing and other demand scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

Share this Article

Previous

WhatsApp Integration Guide for Beginners

Next

Telegram APP Cloud Hosting  (Personal)

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Telegram App Devices?](https://help-en.salesmartly.com/docs/telegram-app-cloud-personal-account-integration)

How to Integrate Telegram App Devices?

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HomepageChannel IntegrationNChannel IntegrationTelegram APP Cloud Hosting  (Personal)How to Integrate Telegram App Devices?

How to Integrate Telegram App Devices?

1. Introduction

Integrate Telegram personal accounts with SaleSmartly to manage real-time chats and unify customer interactions across channels. Unlike the Telegram Bot API, which automates workflows via bot accounts, this method connects actual user profiles, letting teams handle conversations directly. Choose between bot or personal account integration based on your workflow needs, with flexibility for every scenario.

2. Step-by-Step Guide

First, ensure your account has available Telegram Cloud Device Quota (The free version currently provides only 1 quota). If additional devices are needed for Telegram App operations, you can go to the [Cost Center] to upgrade your plan or purchase extra quotas.

2.1. Add a device

Click [Integrate] - [Telegram App], then click [Add Device], [Select IP Region], and then click [OK]. If you need an IP in other regions, don't hesitate to get in touch with us.

Please note: Select the region where you frequently log in to Telegram App or a nearby region. If you have your own proxy IP, you can click ⑥[Set Proxy] IP in the picture on the right

2.2. Enter App api_id, App api_hash and mobile phone number

Return to the SaleSmartly integration interface, enter the App API ID and App API hash you obtained, along with your area code and mobile phone number. Click Save to proceed to the account verification interface. Please ensure that you enter your mobile phone number in the correct format. If your mobile phone number is entered incorrectly, you will not be able to receive the account verification correctly and will need to delete the device and then repeat step 3.

Note: You do not need to enter "+" in front of the mobile phone number, but you need to add the area code.

Notice:

Before clicking save, you must disable two-step verification in your Telegram settings. Failure to do so will result in authorization failure.

How to disable:

In the Telegram app, go to: Telegram App → Privacy and Security → Two-Step Verification → Turn it off.

Frequently asked questions

1. Why is my personal Telegram account showing as inactive?

According to Telegram's official policy, regular users (non-Telegram Premium) can log in on up to 3 devices simultaneously, while Telegram Premium users can log in on up to 4 devices. If you exceed this limit, some sessions may become inactive. You can check your current login devices by going to Telegram > Settings > Devices.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate TikTok App](https://help-en.salesmartly.com/docs/tiktok-personal-cloud-integration-1)

How to Integrate TikTok App

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HomepageChannel IntegrationNChannel IntegrationTikTok App Cloud HostingHow to Integrate TikTok App

How to Integrate TikTok App

1. Introduction

Integration with the TikTok App allows businesses to directly manage and operate their own TikTok App private messages and comments in real time through SaleSmartly, providing a unified multi-channel communication service with customers.

2. Step-by-Step Guide

2.1. Add a device

Click [Integrate] - [TikTok App] - [Add Device] - [Select IP Region], then click [OK]

Notice

Before adding a device, ensure your account has available TikTok App Cloud Device Quota. The free version currently provides only 1 quota. If additional devices are needed, please upgrade your plan or purchase extra quotas.

Please select the region where you frequently log in to the TikTok App or a nearby region. If you need IP addresses from other regions, click Contact Us in the lower right corner.

2.2. Scan the QR code

According to the instructions in the picture below, open the TikTok App on your mobile phone and scan the pop-up connection QR code to successfully connect.

2.2.1. Scan code video tutorial

2.3. Activate your account

2.4. Receiving and sending messages

As shown in the following figure, you can access friend messages in online chat.

Frequently asked questions

1. The number of devices is 0/1. When you click Add Device, it prompts that the number has reached the upper limit?

You can check the number status. The current logic is: valid/invalid/unconnected/configured numbers will occupy the number of device numbers. You can check and delete invalid numbers, and then try to add devices.

2. What messages does the TikTok app support?

Currently, the TikTok App supports private messages and comments within the App. Sending messages through the TikTok App only supports text content.

3. TikTok App sync contact logic

After the first integration, the latest chat records of the most recent contacts can be viewed in the customer list.

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Previous

TikTok App Cloud Hosting

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Zalo App Cloud Hosting (Personal)

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate Zalo](https://help-en.salesmartly.com/docs/zalo-cloud-account-integration-1)

How to Integrate Zalo

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HomepageChannel IntegrationNChannel IntegrationZalo App Cloud Hosting (Personal)How to Integrate Zalo

How to Integrate Zalo

1. Introduction

Integration with the Zalo App allows businesses to directly manage and operate their own Zalo App private messages and comments in real time through SaleSmartly, providing a unified multi-channel communication service with customers.

2. Step-by-Step Guide

2.1. Add a device

Click [Integrate] - [Zalo App] - [Add Device] - [Select IP Region], then click [OK].

Notice

Before adding a device, ensure your account has available Zalo App Cloud Device Quota. The free version currently provides only 1 quota. If additional devices are needed, please upgrade your plan or purchase extra quotas.

Please select the region where you frequently log in to the Zalo App or a nearby region. If you need IP addresses from other regions, please click Contact Us in the lower right corner.

2.2. Scan the QR code

According to the instructions in the picture below, open the Zalo App on your mobile phone and scan the pop-up connection QR code to successfully connect.

2.3. Open the Zalo App and scan the QR code

2.4. After scanning the code successfully, you can view the account in the integration

2.5. Receiving and sending messages

As shown in the following figure, you can access friend messages in online chat.

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Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to integrate LINE App Cloud Hosting for personal accounts?](https://help-en.salesmartly.com/docs/integrate-line-app-cloud-hosted-personal-account-1)

How to integrate LINE App Cloud Hosting for personal accounts?

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HomepageChannel IntegrationNChannel IntegrationLINE App Cloud HostingHow to integrate LINE App Cloud Hosting for personal accounts?

How to integrate LINE App Cloud Hosting for personal accounts?

1. Feature Overview

By scanning a QR code, you can quickly connect your LINE personal account to SaleSmartly for unified reception, assignment, and replying to messages from LINE friends. Text and image message types are supported.

2. Steps

Before adding a device, ensure your account has available `LINE App cloud device quota`. The free plan currently includes 1 cloud device. If you need more LINE App cloud devices, please `upgrade your plan / purchase additional cloud devices`.

2.1 Select the connection method

Log in to the SaleSmartly dashboard. Go to `Connect` in the left sidebar, find the `LINE App` channel under Cloud Devices, and click `Add`.

2.2 Activate the device

The configuration page will open. Select the region where your LINE App usually logs in or is closest to you, then click `Confirm`. If you need an IP from another region, contact us or manually configure proxy details.

2.3 Scan the QR code and enter the PIN code

After device activation, the system generates a dedicated LINE login QR code. Open LINE App on your phone and scan the code.

Once the scan succeeds, a green checkmark appears in the center of the QR code on SaleSmartly, and a 6‑digit verification code is shown below. A password input box will pop up automatically in your LINE App. Enter the 6‑digit code on your phone.

2.4 Connection successful

After confirmation on your phone, the web page redirects automatically, and your LINE account is successfully added to SaleSmartly’s device list. You can perform these daily management actions in the account list:

Assign Agents: Grant chat access for this LINE account to selected team members.

Set Proxy: Bind a dedicated SOCKS5 proxy IP to this device for better anti‑block security.

FAQ

1. LINE App contact sync logic
After first integration, the system auto‑syncs the latest `20 chat records` from the most recent `20 contacts`. You can view them in the `Customer List`.

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Chat Plugin Integration

Last modified: 2026-05-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Edit and Add Chat Plugin?](https://help-en.salesmartly.com/docs/add-chat-plugin)

How to Edit and Add Chat Plugin?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationChat Plugin IntegrationHow to Edit and Add Chat Plugin?

How to Edit and Add Chat Plugin?

Function Introduction

After adding a chat plug-in to your independent website, you can automatically reply to visitor messages on your independent website page without jumping to other pages, thereby increasing the chat order rate; not only that, you can also add a drainage component to the chat plug-in, and visitors can jump to the corresponding drainage channel to start a conversation with just one click, thereby achieving the gain effect of drainage marketing and diversion Q&A.

It can be seen that adding a chat plug-in can solve many customer service demand scenarios. This article will explain how to add and edit a chat plug-in.

Operation process

1. Add a chat plugin

In Integration > Click Chat Plugin > Click Add Plugin to enter the edit and add interface.

2. Edit chat plugin

Entering the chat plug-in editing interface, you can see that it is mainly divided into two areas. The left side is the setting area, which includes: style settings, information survey, advanced settings, and portal integration; the right side is the preview area.

When you are editing a chat plug-in in the settings area, you can preview the plug-in style you edited in real time in the preview area on the right, making it easier for you to edit the plug-in.

The following will introduce the contents of each partition of the setting area in detail in conjunction with the preview area.

2.1 Style settings

Style settings: design the style of the plug-in, including plug-in name, chat background box color, avatar, window title, window subtitle, language, plug-in location, etc.;

• Plugin Name: refers to the name of the plugin (only for customer service).

• Theme color: You can customize the main background after the plugin is expanded, as shown in the figure below.

• The merchant logo: refers to the avatar on the left side of the title above the plug-in.

• Robot avatar: refers to the robot’s avatar when replying to visitors.

• Language: You can set the language of the prompts in the plug-in, including the display language of prompts, button names, error feedback, etc.

• Entrance and chat window position: You can set whether the plug-in/sidebar is displayed on the left or right side of the website.

• Dialog window title: refers to the title above the plug-in.

• Conversation window subtitle: It is located below the window title and serves as an auxiliary supplementary description. It can be customized.

The subtitle of the conversation window also supports switching to display the subtitle content based on whether the customer service is online.

• Notice board: You can set up content that customers need to pay attention to, such as preferential advertisements, manual service hours, etc. to be displayed on the notice board. You can also set personalized settings such as the color and content link of the notice board to help you achieve precision marketing.

• Mobile chat display: You can set whether to fill the mobile phone screen when the mobile chat window is expanded.

• Custom icons: There are two types of icons: default icons and selected icons. The default icons refer to the style when the mouse is not hovering over them; the selected icons refer to the style when the user hovers over or clicks the icon. The system comes with a default style, as shown on the left side of the figure below. You can customize two styles.

• Icon size: refers to the size of the chat plug-in displayed on the page. You can set it in three styles: small, medium and large.

• Bottom distance: refers to the height of the plug-in/sidebar from the bottom of the website, which can be set from 0px to 500px.

• Entry icon collapse: By default, the icon is not collapsed, as shown in the upper left corner of the figure below; enable icon collapse and the user can fold the icon; you can set two styles, collapse to a sidebar or collapse to a single icon.

• You can also edit the sidebar text and set separate display styles for PC and mobile.

2.2 Information investigation

Information investigation: By setting up " pre-chat investigation " and " offline information retention ", you can collect the user's name, mobile phone number, email address, etc.

• Pre-chat survey: After you enable the pre-chat survey, your visitors will need to fill in the survey information you set when they open the chat window. Only after filling in the information can they send messages to you;

• Offline information retention: After turning on offline information retention, when there is no customer service online, you need to fill in the survey information you set, and only then can a message be sent to you.

Comparing the two, pre-chat survey tends to require customer information to be left before starting a conversation, while offline information retention tends to be a means of collecting customer information when there is no customer service online.

Both the pre-chat survey and offline information retention support adding up to 4 fields, including email, name, company name, and mobile phone number. You can also set whether it is a required field. Click the cross on the right to delete or adjust the field.

• Leave information button: After it is turned on, a leave information button will appear in the chat window, and visitors can click it to fill in the information.

• Forced pop-up: When turned on, visitors cannot close the information window on their own and are forced to fill in the form (if not turned on, visitors can choose to close it on their own and skip leaving information).

2.3 Advanced settings

You can set the plug-in display settings, and set up unread message previews and conversation transfers to humans, etc.

• Unread message preview: When turned on, when your chat plug-in is not expanded, the first unread message of the visitor can be displayed next to the icon. It can support displaying the first unread message or the latest unread message.

• Plugin display settings: When you install a plugin on your independent website or web page, the plugin will be displayed on all pages of your independent website by default. You can use the display configuration to configure which pages need to display the plugin and which pages do not need to display the plugin. The same applies to mobile terminals.

• Automatically expand: You can set the time after which the chat window will automatically expand after the user enters the website so that the user can inquire about the product immediately, as well as intelligent settings such as automatically opening the chat window for new users.

• Window state: When a visitor closes your website or switches to another website and then returns to your website, the chat plug-in window remains in the previous expanded or collapsed state.

• Transfer to human button: If you have turned on the robot's automatic hosting function, visitors will be received by the robot first. When the visitor received by the robot expands the chat window, a Transfer to Human button will be displayed. The visitor can click it to switch the conversation from the [Robot] state to the [Unassigned] state.

2.4 Entry integration

You can display multiple chat widgets on a web page, including our customer service plug-in, messenger, Line, Whatsapp, Email, etc., which will display the chat widget on the web page below to help you achieve the effect of attracting traffic.

2.5 Save

After editing the chat plug-in, click Save to complete the editing.

3. Install plugins

Once you have set up the plugin, you can install it on your website as follows:

• If you build your site, you can install SaleSmartly on your website through JavaScript code

3.1 Copy code

• In [ Integration] - [Chat Plugin ], select the plugin you want to install from the list and copy its code;

• Or you can view the code by clicking Install to Website in the upper right corner of [ Integration] - [Chat Plugin ] - [ Edit Plugin ].

3.2 Install SaleSmartly on your site

After accessing the server where the site is hosted, find the file containing the tag (usually index, please consult the site's development engineer for details), open the file, paste the JavaScript code before the tag, save the changes and the installation will be successful.

• You can install the plugin on various sites, including Shopline, Shoplazza, Shopify, Shopyy, etc. For details, see:

How to install SaleSmartly on a standalone website

The following shows you how to install SaleSmartly in your ShopLine app store, and the same goes for other independent sites:

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Chat Plugin Integration

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How to Add Chat Plugin to Your Website?

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Add Chat Plugin to Your Website?](https://help-en.salesmartly.com/docs/chat-plugin-to-a-self-built-site)

How to Add Chat Plugin to Your Website?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationChat Plugin IntegrationHow to Add Chat Plugin to Your Website?

How to Add Chat Plugin to Your Website?

1. Function Introduction

Adding a chat plug-in to your site can help you answer visitors' inquiries, and you can add third-party traffic channels to the chat plug-in to help you achieve application scenarios of traffic diversion and diversion.

This chapter will focus on how to add a chat plug-in to your site.

2. Operation process

hint

If you build your site, you can install the SaleSmartly chat plugin on your website through JavaScript code

2.1 Copy the code

•In [ Integration-Chat Plugin ], select the plugin you want to install from the list and copy its code;

•Or in the operation area on the right side of the plug-in you want to install, click Edit Plug-in > Integrate/Install > find the Customer Service Plug-in installation location, where you can also view the code.

2.2 Paste the code

Hint

After copying the code, go to your site to install SaleSmartly. It is recommended to find a development engineer to complete this step.

After accessing the server where the site is hosted, find the file containing the tag (usually index; please consult the site's development engineer for details), open the file, paste the JavaScript code before the tag, sand ave the changes, and the installation will be successful.

Vue framework introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

React framework introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

HTML file introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

Uni-app framework introduces JavaScript code examples

Uni-app does not support installing chat plugins

PHP import JavaScript code example

Place it in the index.html file of the project (the file location may be different)

Effect display

Angular introduces JavaScript code example

Place it in the index.html file of the project (the file location may be different)

2.3 Demo

Please visit: Click to jump

3. Frequently Asked Questions

3.1 Install the chat plugin to optimize web page loading speed

The SaleSmartly chat plugin itself does not affect your website's loading speed. If your website is loading slowly, you can try the following methods:

(1) Use defer (recommended)

In your HTML file, use:

html

<script src="https://.../js/project_xxxxx_xxxxx_xxxxxxxx.js" defer></script>

(2) When using async

The script loads and executes without blocking HTML parsing, but the execution order is not guaranteed:

html
<script src="https://.../js/project_xxxxx_xxxxx_xxxxxxxx.js" async></script>

(3) Load the SDK after all page resources are fully loaded

The SDK may load more slowly in this case:

javascript
window.addEventListener('load', () => {
// Manually load the SDK here
});

(4) Load the script on demand

💡 Tip: Insert the script manually when needed.

Share this Article

Previous

How to Edit and Add Chat Plugin?

Next

How to Add a Traffic Widget to the Chat Plugin?

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Add a Traffic Widget to the Chat Plugin?](https://help-en.salesmartly.com/docs/traffic-widget-chat-plugin)

How to Add a Traffic Widget to the Chat Plugin?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationChat Plugin IntegrationHow to Add a Traffic Widget to the Chat Plugin?

How to Add a Traffic Widget to the Chat Plugin?

1. Function Introduction

Add a traffic diversion component to the chat plugin. When a visitor visits your website, he or she can choose the communication channel he or she wants to start a conversation with you. This is convenient for visitors and can also help you achieve practical scenarios of diverting visitors or diverting them to third-party channels.

This article will introduce how to add the traffic-generating components of each channel to the chat plug-in.

2. Operation process

2.1 Edit entry

In [ Integration - Chat Plugin ], find the plugin to which you want to add the drainage component, click the drainage component, or click Edit Plugin to enter the editing page.

2.2 Enter the edit page

Each chat widget" has a switch and corresponding configuration. Under the entry integration category, you can set the display effect of the drainage widget and open the integrated entry of the corresponding drainage channel. Click Display Entry > Enter your contact information.

2.3 Effect after adding drainage components

2.4 How to add drainage components

The following will briefly describe how to integrate each entrance into the chat plug-in (the operations of WeChat customer service and Email are relatively simple and similar, so I will not repeat them)

2.4.1 How to add WhatsApp traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the WhatsApp portal under the portal integration category. You can directly associate the business API number that has been connected to SaleSmartly or directly enter the WhatsApp number to complete the configuration.

2.4.2 How to add Messenger traffic diversion components

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Messenger entrance under the Integration/Installation category. You can directly associate the Facebook homepage that has been connected to SaleSmartly or directly enter the FB homepage ID number to complete the configuration.

How to obtain FB homepage ID:

(1) Log in to Facebook (click to go to login), click the [ Public Page ] module, and select the page you want to integrate.

(2) Go to the public homepage management page, copy the ID string of the URL at the top of the browser, and then fill it in the SaleSmartly backend.

2.4.3 How to add LINE drainage components

In the backend [ Integration - Chat Plugin - Edit Plugin ], find the LINE portal under the portal integration category. You can directly associate the LINE number that has been connected to SaleSmartly or directly enter the LINE official account ID number to complete the configuration.

There are two ways to add LINE: LINE authorization and entering a LINE official ID.

LINE authorization is more complicated, but this method can guide visitors to authorize LINE information and obtain visitor access URL. You can go to How to authorize LINE to chat plug-in? document to learn the detailed operation of adding LINE components. This section only briefly introduces how to obtain LINE official account ID.

Get the LINE official account ID.

Open the LINE app, find your official account, and go to the official account homepage - find the official account ID in the bottom area (note, it is the string of numbers and letters after @, so you don’t need to fill in @), and then fill it in the SaleSmartly backend.

2.4.4 How to add Telegram traffic-generating components

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Telegram portal under the portal integration category. You can directly associate the Telegram number connected to SaleSmartly or directly enter the Telegram robot ID number to complete the configuration.

How to get the elegram bot ID?

In the Telegram APP, open the chat interface with BotFather > send [ /mybots ] to view the name of the bot. The Telegram robot ID is the bot name.

The ID "susubbot," shown in the picture, is used as an example. In actual operation, each user's ID will be unique and different.

2.4.5 How to add an Instagram traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the Instagram portal under the portal integration category. You can directly associate the Instagram account that has been connected to SaleSmartly or directly enter the Instagram account ID number to complete the configuration.

How to get an Instagram account ID?

On the Instagram app, open your homepage and enter the account ID in the upper left corner into the SaleSmartly backend.

2.4.6 How to add a TikTok traffic-generating widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the TikTok portal under the portal integration category. You can directly associate the TikTok account that has been connected to SaleSmartly or directly enter the TikTok account ID number to complete the configuration.

How to get a TikTok account ID?

On the TikTok website, open your homepage and enter the account ID in the red box into the SaleSmartly backend.

Note: You don’t need to fill in the @ in front; just copy the URL behind it

2.4.7 How to add VKontakte traffic widget

In the background [ Integration - Chat Plugin - Edit Plugin ], find the VKontakte portal under the portal integration category. You can directly associate the VKontakte number that has been connected to SaleSmartly or directly enter the VKontakte account ID number to complete the configuration.

How to get a VKontakte community account ID?

Open the VKontakte website and go to the community's management page.

The information in the red box is the community ID.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Add a Chat Plugin to an Independent Website?](https://help-en.salesmartly.com/docs/chat-plug-in-to-the-independent-station)

How to Add a Chat Plugin to an Independent Website?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationChat Plugin IntegrationHow to Add a Chat Plugin to an Independent Website?

How to Add a Chat Plugin to an Independent Website?

1. Introduction

After adding the chat plug-in to your independent website, you can automatically reply to visitor messages on your independent website page to increase the chat order rate; not only that,

You can also add multiple traffic diversion components to the chat plug-in to achieve practical scenarios such as diversion/drainage. As you can see, adding a chat plug-in can solve many customer service demand scenarios. This article will explain how to add a chat plug-in to your independent website.

2. Operation process

SaleSmartly has been integrated into all major independent station platforms. You can integrate SaleSmartly into your independent station and use the rich functions of the system such as chat plug-ins to receive customers, promote marketing, and increase the chat order rate.

Here, we have organized the integration-related processes of major independent sites for you, as shown below:

ShopLazza: ShopLazza-SaleSmartly Help Center

ShopLine: ShopLine - SaleSmartly Help Center

WordPress: WordPress - SaleSmartly Help Center

Shopify: Shopify - SaleSmartly Help Center

BigCommerce: BigCommerce - SaleSmartly Help Center

OpenCart: OpenCart - SaleSmartly Help Center

UEESHOP: UEESHOP - SaleSmartly Help Center

oemsaas: oemsaas - SaleSmartly Help Center

MeShop: MeShop - SaleSmartly Help Center

Shoptop: Shoptop - SaleSmartly Help Center

ZenCart: ZenCart - SaleSmartly Help Center

Shopyy: Shopyy - SaleSmartly Help Center

LeadongShop: LeadongShop - SaleSmartly Help Center

FunPinPin: FunPinPin - SaleSmartly Help Center

XShoppy: XShoppy - SaleSmartly Help Center

Squarespace: Squarespace - SaleSmartly Help Center

Google Tag Manager: Google Tag Manager integrated with SaleSmartly URL plugin - SaleSmartly Help Center

BelikeShop: BeikeShop-SaleSmartly-Help Center-SaleSmartly User Guide

Share this Article

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How to Add a Traffic Widget to the Chat Plugin?

Next

Facebook

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

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Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

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Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

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Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

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How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate Facebook?](https://help-en.salesmartly.com/docs/integrate-facebook)

How to Integrate Facebook?

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HomepageChannel IntegrationFacebookAccess GuideHow to Integrate Facebook?

How to Integrate Facebook?

1. Introduction

The Facebook integration allows customer service to synchronize historical messages and comments on Facebook Messenger to the SaleSmartly platform, allowing businesses to directly manage and operate their own Facebook pages in real time through the platform and provide unified multi-channel communication services with customers.

2. Step-by-Step Guide

2.1. Authorization

First, you need to authorize your Facebook account to the platform. In [Integration-Messenager], click Authorize FB Account.

2.2. Connect to Facebook account

After logging in to your Facebook account, if your account has been linked to a public page in advance, you can click Continue as (your account name) > Check the page you want to bind > click Continue > Select the actions that SaleSmartly can perform on the page > click Save > click Got it.

After authorization is completed, click OK to return to the SaleSmartly system.

2.3. Activate your account

After authorization and login, you can find your account in the [Integration-Messenger&Comments-Facebook Homepage Account], enable Messenger and post comments, and you can start chatting.

You can also edit automations and choose which automations to associate with your Messenger homepage and comments. If you want to learn more about creating and using automations, you can jump to the How to Create and Use Automations documentation for reference.

Frequently asked questions

1. How do I sync my contacts and messaging threads?

First, follow the steps to authorize your account > enable your account > click Sync Contacts on the right, the system will automatically sync your contact data and guide you to create a message conversation. For more information, please refer to the Sync Contacts and Create Conversation documents.

2. How to invite administrators to a Facebook public page?

(1) Log in to Facebook and click your profile picture in the upper right corner.

(2) Click View all personal homepages, and then select the public homepage you want to switch to.

(3) Click the profile picture on the upper right corner of the page to go to your profile, then click Switch Profile.

(4) Click on the avatar settings and privacy in the upper right corner, or click on Settings or click on [Settings] on the left, as shown below

(5) Click [Public Setup], and then click [Page Access].

(6) Click Add New next to the user who has Facebook management permissions.

(7) Click Next, enter the name or email address of the user you want to grant Facebook management permissions to, and then click the user's name.

Facebook official help document description: https://www.facebook.com/help/1206330326045914/?helpref=hc_fnav

3. How to accept an invitation to visit a Facebook public page?

After sending the invitation, the invitee will receive an email notification

After sending the invitation, the invitee will receive an email notification

Click to jump to the target public homepage.

If you are a guest and have not received an invitation notification, you can search for the target homepage directly in the Facebook search bar.

Then click to enter the public homepage. At this time, you can see the invitation at the bottom of the homepage. Click to review the invitation

In the pop-up window, review the administrative permissions and click Next.

After confirmation, click Accept Invitation

You have now successfully accepted the Facebook Page administrator invitation.

If you do not want to grant administrator privileges, you can choose to grant partial control instead of allowing the invited user to have full control when inviting the user.

When the invited user accepts the invitation and checks the permissions, they will see the "Accept Partial Control of this Page"

Similarly, click Agree to accept the successful invitation (partial control)

The above is an introduction to adding users to the new version of Facebook public page, granting administrator permissions, and accepting invitations.

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Product Introduction

Chat

Quick Start [Chat]

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Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

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SaleSmartly Mobile APP Download Guide for Android & iOS

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Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

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Practical Guide

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Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

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How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

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WhatsApp App Device Integration: Features & Automation Setup

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Chat Plugin Integration

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

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Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Email

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QQ Mail

Sina Mail

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Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

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GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [A Beginner's Guide to Facebook Channels (Summary)](https://help-en.salesmartly.com/docs/integration-of-facebook)

A Beginner's Guide to Facebook Channels (Summary)

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HomepageChannel IntegrationFacebookPractical GuideA Beginner's Guide to Facebook Channels (Summary)

A Beginner's Guide to Facebook Channels (Summary)

Integrate Facebook with SaleSmartly to centralize multi-account management, automate customer interactions, and streamline cross-channel workflows. From FB Messenger chats to post comments, leverage AI-powered replies, bulk messaging, and real-time translation to engage global audiences, reduce response times, and drive conversions all from a single platform.

1. Step-by-Step Guide

1.1. Quick setup & configuration

Helps you quickly integrate your homepage and configure account permissions.

① Quickly integrate public homepage ② Synchronize contacts/generate conversations

③ Quickly add member accounts ④ Assign homepage permissions to members

...

1.2. Tutorial guides for different business scenarios

Based on your different business scenarios, you can check the corresponding tutorials below to get started with the product faster.

✅ Messenger sales chat tutorial

✅ Tutorial on how to automatically control comments on Facebook posts

✅ Tutorial on how to attract fans and traffic with Facebook ads

✅ Facebook user group sending/recall tutorial

1.3. Introduction to common functions

① Automated process configuration ② Support group messaging

③ Talk library configuration ④ Automatically assign conversation strategies

...

2. Facebook Chat Tutorial

The following will introduce the Facebook channel chat tutorial in detail.

Below, you will learn how to use Facebook to chat with buyers in SaleSmartly.

2.1. Facebook integration

This section walks you through how to chat with Facebook users via SaleSmartly.

(1) First, you need to authorize your Facebook account to the platform

(2) After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

(3) After the authorization is completed, Facebook is successfully integrated into Salesmartly.

2.2. Multi-account homepage aggregation management

After you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on SaleSmartly, chat in one place, and send, receive, and process Messenger messages and homepage post comments of your multiple homepages. You don't need to switch homepages repeatedly to reply to user messages, which helps you reply to Messenger and homepage post comments more easily and quickly. Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

2.2.1 Configure customer support roles

After integrating Facebook Messenger into Salesmartly, you can configure customer service for your Facebook page and manage your Facebook page more conveniently.

You can add your customer service members in [Basic Settings]-Team. In addition, you can also configure social media accounts during the creation process.

After creating a customer service member, you can also return to the [Integration] interface to configure the customer service.

2.2.2 Sync contacts & start conversations

You can also synchronize the contacts of your Facebook homepage to SaleSmartly so that you can chat back, send group messages, etc. Click "Sync Contacts", this function can synchronize the contact information and nearly 20 chat records of each contact. (Note: Only contacts with whom you have chatted can be synchronized. Contacts that have been inactive for more than 30 days or have blocked accounts cannot be synchronized; after synchronization, you can view the contacts in the [Customer List].)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List interface.

In addition, you can click Generate Session, and SaleSmartly will read your historical session and generate it in [Online Chat]. You can view and chat there and easily connect your chat sessions on various homepages. You can also manage the session in the [Session Manage] interface, which will be introduced in detail later.

2.3. Digital chat function

2.3.1 Session list

In the [Online Chat] interface, Salesmartly supports one-stop chat for multiple homepage messages. You can click [Messenger] and [Facebook Post] channels in the conversation filter bar to quickly filter the conversation messages of the corresponding homepage. It also supports filtering rich fields such as conversation status, customer name, visitor tag, mobile phone number, etc.

You can view the basic information of the session at this time in the session display bar to facilitate your subsequent session management.

2.3.2 Multifunctional chat window

Messenger channels

In terms of message sending, the Messenger channel supports sending content in text, pictures, audio, video and other formats. It also supports real-time custom translation, adding conversation tags, and sending recommended products to help you respond efficiently during the conversation.

Facebook Post comments

You can also handle comments on Facebook posts, including replying, liking, deleting, hiding comments, etc.

2.3.3 Customized customer information & session information

Customer information

You can view detailed customer information in the [Customer Information] on the right. You can also add visitor tags and notes, modify email addresses, mobile phone numbers, etc., so that you can record visitor information during the session.

Conversation message

In addition, in [Session Information], you can assign a new customer service representative to the conversation and add a customizable conversation tag to the conversation to facilitate subsequent conversation management, chat replay, and other operations.

2.3.4 Talk Library - edit frequently used scripts for quick replies

You can click [Talk Library] on the right to send commonly used scripts during the chat. At the same time, you can also click [Quick Reply] below the conversation window to expand the talk library to improve the professionalism and accuracy of customer service responses.

How to add a talk library: You can go to [Customer] - Word Library interface to add, edit, import/export words, etc.

2.3.5 Other features

In addition to the general chat functionality, SaleSmartly also supports the following features:

Supports processing Messenger messages after 7 days

On SaleSmartly, to process Messenger messages after 7 days, customer service only needs to select tags related to the content when typing the message in the chat box and send it together.

Support viewing the source of advertisement posts when visitors initiate chats

In the chat interface, you can check which ad post the visitor came from to start the chat with you and gain a deeper understanding of what makes users interact with the brand, helping you analyze the effect of ad posts and improve user portraits. In this way, when chatting, you can conduct targeted chats based on the ad posts when the user initiates the chat, thereby achieving a high order conversion rate.

Support FAQ ( Frequently Asked Questions ) intelligent answer

How to set up FAQ: You can add, edit, and set the automatic reply switch of FAQ in [Robot]-AI Corpus. Making good use of FAQ can greatly improve the efficiency of customer service response.

2.4. Send large batches of messages

Supports sending messages in batches to users through Messenger and other channels (among which, Whatsapp supports manual uploading of number clue packages for multiple batches of group messages).

In [Group Plan] - [Mass Message], select the Messenger channel, select users in batches, and click "Mass Message." Then, you can send messages to the target audience. The content of mass messages supports text, pictures and attachments or dialogue flow (automated process).

Targeted mass messaging: You can filter out the users you are interested in based on their basic attributes, including the visitor tags mentioned above, current customer service, social media accounts, etc., making mass messaging more targeted and professional.

2.5. Robot automatic answer

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

2.5.1 Automated creation

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send a private message to a Facebook comment] action templates, which can automatically reply to comments, delete comments, hide comments, etc., according to the triggered content. In addition to this template, there are other templates for you to use in FB chat orders, such as [Visitor Intent Identification (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Designated Posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

2.5.2 Automated Configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process] interface.

In addition, you can also go to the [Integration] interface - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

2.5.3 Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

2.6. Channel analysis

SaleSmartly also supports Messenger channel analysis. With this function, you can view the overview of the visitor data of the Messenger channel, the daily growth trend, and the breakdown of the new fans of each public page, as well as the fan acceptance of customer service, to help you implement your strategy and evaluate the performance of members. (For specific channel analysis functions, you can go to the following link to browse: Channel Analysis – SaleSmartly Help Center )

2.7. Teamwork and conversation

2.7.1 Meeting the collaboration process of large-scale customer service teams

SaleSmartly supports large-scale customer service team collaboration processes. You can manage members in [Basic Settings] - [Team]. SaleSmartly provides two ways to add members: adding members through internal member shortcuts and adding members through email (for specific operations, please refer to the following link: How to Manage Your Team - SaleSmartly Help Center). When adding members, you can set reception limits and roles, assign channel chat permissions, etc. for members. After adding, members with corresponding permissions can access the session and receive guests.

New conversation messages are in robot-managed/unassigned state by default, which supports manual access by customer service members and automatic assignment of conversation messages to the member, meeting the needs of multi-person collaboration scenarios such as assigning conversations to other customer service roles. At the same time, customer service personnel can end conversation messages and mark conversation tags to facilitate conversation archiving and chat quality inspection with supervisors. Ended conversations can be viewed and returned to in the [Session Management] interface.

2.7.2 Permission control

It supports the configuration of customer service functions and data permissions. Customer service staff can manage their conversation messages, view the corresponding contact information, and set other customer service conversations to be invisible, thus isolating customer service conversation data, ensuring the privacy of customer service conversations and facilitating personal performance statistics.

2.7.3 Session archiving and quality inspection

After the conversation ends, you can view the conversation record, user ratings, and user feedback in [Customer-Session Management], which is convenient for supervisors to supervise, conduct chat quality inspections, and perform performance ratings. In addition, you can also "restart the chat" to restart the chat with the user.

2.8. Reply via mobile device

• Supports WeChat mini-programs and APPs to process messages, and public accounts can receive new message notifications in real time.

Makes it easier for you to handle Messenger messages and homepage post messages.

Below are the QR codes for SaleSmartly’s WeChat official account, mini program, Android/Windows app, and iOS app:

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Last modified: 2025-04-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

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App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

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How to Access Social Media Chat Channels?

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How to Edit and Add Chat Plugin?

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OpenCart

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FunPinPin

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Squarespace

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How to Integrate Messenger?

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A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

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How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Telegram Bot?

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YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

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Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

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How to Integrate WeCom

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SaleSmartly Chat Plugin JSSDK Developer Documentation

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A Complete Guide to Master Webhooks

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### [Introduction to Facebook (Messenger) Channel Integration](https://help-en.salesmartly.com/docs/facebook-messenger-integrate)

Introduction to Facebook (Messenger) channel integration related functions

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Introduction to Facebook (Messenger) Channel Integration

1. Introduction

This guide introduces the core features of the  [Integration - Messenger & Comment] in SaleSmartly. You'll learn how to connect your Facebook Pages, configure your team, manage messages, automate workflows, and more and everything you need to get started quickly and effectively.

2. Features

2.1. Facebook homepage and Facebook account pages overview

In the [Messenger & Comment] channel, the top is divided into two sections: Facebook homepage and Facebook account. The sections are introduced as follows:

Facebook Page: You can view the information of successfully integrated Facebook Pages and perform related operations, including integration, launching Facebook Pages, syncing contacts, editing automation, configuring customer service, and other core operations.

Facebook Account: You can view and manage successfully integrated Facebook accounts.

An account can have multiple homepages. You can check how many homepages have been successfully integrated under the account.

You can delete the account's integration information on the platform by checking the box on the left. If you delete the account, all the homepage integration information under the account will be deleted.

2.2. Smart search filters

Supports quick retrieval of authorization time and search conditions.

When filtering authorization time, you can not only select a single authorization date, but also select the authorization period to filter your Facebook homepage, helping you quickly find relevant authorized homepages.

In terms of the search box, the platform supports multi-condition search, and you can select multiple conditions to merge the search to improve the accuracy of the results.

2.3. Authorize Facebook account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Facebook Account to integrate your FB homepage. For detailed process, please refer to How to integrate Facebook?

After the authorization integration is successful, you can also click Get Homepage API. Through this API link, you can request and obtain homepage list data in real time, which can be used for your subsequent user data analysis and other scenarios.

2.4. Activate Facebook Page account

Once you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on the SaleSmartly platform , enabling one-stop chat , sending, receiving and processing Messenger messages and homepage post comments for your multiple homepages.

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to Messenger and homepage post comments more easily and quickly. Click Enable Messenger and Enable Post Comments to receive information in real time.

By default, 100 contacts will be synchronized when you enable Facebook homepage account. If you need to synchronize all contacts, please click here to jump.

2.5. Add and configure customer service representatives

After integrating Facebook Messenger into SaleSmartly, you can configure customer service for your Facebook page and manage your Facebook page more conveniently.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.6. Set welcome messages

You can configure a simple welcome message for your Facebook homepage, including the time and content of the message. The content types include text and pictures.

If you want to set a more complex welcome message, you can do it in [Robot-Automated Process]. For a more detailed automation creation tutorial, click How to Create an Automation Process.

2.7. Editing automation

In addition, you can also configure the created automated processes for the homepage or post comments to achieve automatic replies, comment control and other required scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the homepage & post comments will automatically be associated with all the created automation processes.

2.8. Synchronize contacts & create conversations

You can also sync your Facebook contacts to SaleSmartly, making it easier for you to chat back, send group messages, etc.

Click to sync contacts. This feature only supports the synchronization of contacts with whom you have chatted. Contacts that have been inactive for more than 30 days or whose accounts are blocked cannot be synchronized. After the first integration, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [Customer List].

You can cancel sync if it takes too long.

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer - Customer List] interface.

You can only generate a conversation after synchronizing your contacts. SaleSmartly will read your historical conversations and generate them in the online chat.

Please note: Synchronizing contacts will not synchronize chat records of contacts that already exist in the SaleSmartly customer list. If the contact does not exist in the customer list, only the most recent 20 message records of this contact will be synchronized.

In addition, you can click Generate Conversation , SaleSmartly will read your historical conversations and generate them in [Online Chat] .

You can view and chat in the [Online Chat], and easily connect your chat sessions on various homepages.

You can also manage sessions in the [Session Manage].

Note that new conversations can only be generated in batches after you [Synchronize contacts on your FB homepage] (by default, they will be transferred to the unassigned conversation list. If automatic assignment is enabled, they will be directly assigned to the customer service).

2.9. Synchronize automation

SaleSmartly also supports synced automation, you can select an existing homepage and automate it to other homepages.

2.10. Sync tags

The tags of Facebook backend contacts can be synchronized to SaleSmartly session contacts. A maximum of 5 homepages can be synchronized at the same time.

You can also view the synchronized tags in [Tag Management] - [Facebook Official Labels] - [Tag Value].

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Last modified: 2025-04-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

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### [How to Receive Permissions and Invite Other Administrators in Facebook BM](https://help-en.salesmartly.com/docs/permissions-and-invite-other-admins-tutorials-of-facebook)

How to Receive Permissions and Invite Other Administrators in Facebook BM

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Scene Tutorial

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Last modified: 2025-04-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Facebook Group Messaging & Recall Tutorial](https://help-en.salesmartly.com/docs/mass-massage-of-facebook)

Facebook User Group Sending/Recall Tutorial

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Facebook Group Messaging & Recall Tutorial

Reach more customers with powerful Facebook mass messaging and automation tools! This guide walks you through sending bulk messages via Messenger, automating user interactions, and combining both approaches to streamline your marketing and boost conversions.

1. Bulk Messaging with Facebook

a. Create a group message

Supports sending batch messages to users through Messenger and other channels (Among them, Whatsapp can support manual uploading of number clue packages for multiple batches of group messages).

In [Group Plan] - [Mass Message], select the Messenger channel, select users in batches and click "Mass Message", then you can send messages to the target audience. The content of mass messages supports text, pictures and attachments or dialogue flow (automated process).

b. Targeted bulk messaging - filtering users

You can filter out the users you care about based on their basic attributes, including the visitor tags mentioned above, current customer service, social media accounts, etc., to make group messaging more targeted and professional.

2. Automated Responses with Process Flows

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Creating automation flows

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next Step.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Facebook post comment channel - SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook Comments] and [Send a Private Message to Facebook Comment] action templates, which can automatically reply to comments, delete comments, hide comments, etc., according to the triggered content. In addition to this template, there are other templates for you to use in FB chat orders, such as [Visitor Intent Identification (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Facebook post comments automation

How to configure automation: After editing the automation process, click Ok, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process].

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous Automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

3. Use Cases

a. Bulk messaging marketing (media + text)

Choose Messenger, filter the target audience, draft your message with media and text, and define the frequency and send time. You can track message performance in the dashboard after sending.

b. Automated marketing responses (product inquiries)

Trigger: New Visitors & Visitor Intent Identification (AI)

Action: Send Message

After the group message is sent, the visitor will ask about the product. We can configure an automated process to achieve efficient responses. Setting [Visitor Intent Identification (AI)] can identify whether the visitor intends to inquire about the product, and trigger the subsequent process if it is. You can set different product inquiry directions in [Send Message], and the visitor will get the corresponding set reply after clicking. You can also directly assign customer service to make manual replies.

c. Combination of automation and group messaging

Automation + mass messaging can directly send automated processes to visitors (skipping triggers), which is equivalent to giving visitors the option to directly consult about products and directly achieve marketing reach. You can check the dialogue flow in the message type and select the automated dialogue flow you want to send to the group. The other steps are the same as the mass messaging settings.

Share this Article

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How to Receive Permissions and Invite Other Administrators in Facebook BM

Next

Tutorial on Automated Comment Control for Facebook Posts

Last modified: 2025-04-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

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### [Tutorial on Automated Comment Control for Facebook Posts](https://help-en.salesmartly.com/docs/post-automation-review-tutorial-of-facebook)

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on Automated Comment Control for Facebook Posts

Negative or spam comments can derail your Facebook marketing efforts. SaleSmartly empowers businesses to automate comment moderation, engage authentically, and convert critics into customers. This guide walks through setting up AI-powered workflows to manage comments at scale.

1. Integrated Management of Facebook Posts

a. Authorize Facebook

Before using Facebook to chat, you need to integrate your Facebook account and page into SaleSmartly.

① First, you need to authorize your Facebook account to the platform.

② After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

③After the authorization is completed, Facebook is successfully integrated into SaleSmartly.

b. Launch Messenger and post comments

After you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on SaleSmartly, realize one-stop chat, send, receive and process Messenger messages and homepage post comments of your multiple homepages. You don't need to switch homepages repeatedly to reply to user messages, which helps you reply to Messenger and homepage post comments more easily and quickly. Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

c. Synchronize contacts

You can also sync your Facebook contacts to SaleSmartly, so you can chat back, send group messages, etc. Click "Sync Contacts" to sync contact information and nearly 20 chat records for each contact. (Note: To sync all contacts, please contact our official customer service)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List.

2. Automated and Efficient Review Control

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Automated creation

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send private messages to Facebook comments] action templates, which can automatically reply to comments, delete comments, hide comments, etc, according to the triggered content. In addition to this template, there are other templates for you to use in Fb chat orders, such as [Visitor Intent Recognition (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Automated configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process] interface.

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process)

3. Use Cases

a. Process Facebook comments, like, delete, reply (take Like Reply as an example)

Trigger: AI visitor intent recognition

Condition: Specify the homepage post (you don’t need to specify the condition, and then you can synchronize it to the accounts of each homepage, and automate all comments)

Actions: Process Facebook comments, Send private messages to Facebook comments

First, select the Facebook post comment channel to create it. You can choose [Visitor Intent Identification (AI)] as the trigger, which can well identify the visitor's intention and take subsequent actions. The designated posts are more targeted. [Handle Facebook comments] can be likes, deletions, replies, and hiding. Finally, you can send private messages to further promote traffic or increase fans.

b. Identify the intention of comments for marketing conversion

Trigger: AI visitor intent recognition

Actions: Handle Facebook comments, send private messages to Facebook comments

[Visitor Intent Identification (AI)] can identify the intention of visitor comments very well. If it matches the direction intention you set, it will trigger subsequent marketing actions. You can reply to visitor comments and conduct private message marketing at the same time to increase the order conversion rate.

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### [Facebook Messenger Sales Chat Tutorial](https://help-en.salesmartly.com/docs/sales-chat-tutorial-of-facebook-messenger)

Facebook Messenger Sales Chat Tutorial

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Facebook Messenger Sales Chat Tutorial

For brands using Facebook for customer communication, fast response times, efficient team coordination, and smart automation are key to boosting engagement and conversions. SaleSmartly helps brands centralize chat management, analyze data performance, and empower support teams with tools like real-time translation, tagging, quick replies, and customizable workflows. This guide walks you through how to use Facebook Messenger effectively.

1. Multi-channel aggregation management

Salesmartly supports the authorization of multiple FB accounts and centralized integrated management, reducing switching energy and time costs.

a. Facebook authorization

Before using Facebook to chat, you need to integrate your Facebook account and page into SaleSmartly.

① First, you need to authorize your Facebook account to the platform

② After logging into your Facebook account, click Continue as (your account name), select the homepage you want to link, then click [Continue], select the operations that SaleSmartly can perform on the homepage (it is recommended to select "Yes" for all), then click [Save]. After completing the authorization, click [OK] to return to the SaleSmartly. See the example picture below:

③After the authorization is completed, Facebook is successfully integrated into Salesmartly.

b. Authorize accounts and synchronize contacts & generate conversations

Once you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on the SaleSmartly platform, enabling one-stop chat, sending, receiving and processing Messenger messages and homepage post comments of your multiple homepages. You do not need to repeatedly switch homepages to reply to user messages, helping you reply to Messenger and homepage post comments more easily and quickly.

① Click [Enable Messenger] and [Enable Post Comments] to receive information in real time.

②Click to sync contacts

You can also sync your Facebook contacts to SaleSmartly to chat back, send group messages, etc. Click "Sync Contacts" to sync contact information and nearly 20 chat records for each contact. (Note: To sync all contacts, please contact our official customer service)

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer] - Customer List.

③Click Generate Session

SaleSmartly will read your historical conversations and generate them in [Live Chat]. You can view and chat there, and easily connect your chat sessions on various homepages. You can also manage the conversations in the [Session Management], which is convenient for managing multiple accounts.

2. Highly efficient chat sessions

a. Session list

In the [Live Chat], Salesmartly supports one-stop chat for multiple homepage messages. You can click [Messenger] and [Facebook Post Comments] channels in the conversation filter bar to quickly filter the conversation messages of the corresponding homepage. It also supports filtering rich fields such as conversation status, customer name, visitor tag, mobile phone number, etc.

You can view the basic information of the session at this time in the session display bar to facilitate your subsequent session management.

b. Multi-function chat window

Messenger channels

In terms of message sending, the Messenger channel supports sending content in text, pictures, audio, video and other formats. It also supports real-time custom translation, adding conversation tags, and sending recommended products to help you respond efficiently during the conversation.

Facebook Post Comments

You can also handle comments on Facebook posts, including replying, liking, deleting, hiding comments, etc.

c. Customized customer information & session information

Customer information

You can view detailed customer information in the [Customer Information] on the right. You can also add visitor tags and notes and modify email addresses, mobile phone numbers, etc., so that you can record visitor information during the session.

Conversation Message

In addition, in [Conversation Information], you can assign a new customer service representative to the conversation and add a customizable conversation tag to the conversation to facilitate subsequent conversation management, chat replay, and other operations.

d. Talk library - edit commonly used scripts for quick replies

During the chat, you can click [Script Library] on the right to send commonly used scripts. At the same time, you can also click [Quick Reply] below the conversation window to expand the script library to improve the professionalism and accuracy of customer service responses.

How to add a script library: You can go to [Customer] - Word Library to add, edit, import/export scripts, etc.

e. Other features

In addition to the general chat functionality, SaleSmartly also supports the following features:

Supports processing Messenger messages after 7 days

On SaleSmartly, to process Messenger messages after 7 days, customer service only needs to select tags related to the content when typing the message in the chat box and send it together.

Support viewing the source of advertisement posts when visitors initiate chats

In the chat interface, you can check which ad post the visitor came from to start the chat with you and gain a deeper understanding of what makes users interact with the brand, helping you analyze the effect of ad posts and improve user portraits. In this way, when chatting, you can conduct targeted chats based on the ad posts when the user initiates the chat, thereby achieving a high order conversion rate.

Support FAQ ( Frequently Asked Questions ) intelligent answer

How to set up FAQ: You can add, edit, and set the automatic reply switch of FAQ in [Robot]-AI Corpus. Making good use of FAQ can greatly improve the efficiency of customer service response.

3. Smart and Intuitive Data Analytics

SaleSmartly also supports Messenger channel analysis. With this function, you can view the overview of the fan data of the Messenger channel, the daily growth trend, and the breakdown of the new fans of each public page, as well as the fan acceptance of customer service, to help you implement your strategy and evaluate the performance of members. (For more, visit: Channel Analysis – SaleSmartly Help Center)

4. Meet the collaborative process of large-scale customer service teams

a. Member management

SaleSmartly supports large-scale customer service team collaboration processes. You can manage members in [Basic Settings] - [Team]. SaleSmartly provides two ways to add members: adding members through internal member shortcuts and adding members through email (for specific operations, please refer to the following link: How to Manage Your Team - SaleSmartly Help Center). When adding members, you can set reception limits and roles, assign channel chat permissions, etc. for members. After adding, members with corresponding permissions can access the session and receive guests.

b. Session state

New conversation messages are in robot-managed/unassigned state by default, which supports manual access by customer service members and automatic assignment of conversation messages to the member, meeting the needs of multi-person collaboration scenarios such as assigning conversations to other customer service roles. At the same time, customer service personnel can end conversation messages and mark conversation tags to facilitate conversation archiving and chat quality inspection with supervisors. Ended conversations can be viewed and returned to in the [Session Management].

c. Role-based access control

It supports the configuration of customer service functions and data permissions. Customer service staff can manage their own conversation messages, view the corresponding contact information, and set other customer service conversations to be invisible, thus isolating customer service conversation data, ensuring the privacy of customer service conversations and facilitating personal performance statistics.

d. Session archiving and quality inspection

After the conversation ends, you can view the conversation record, user ratings, and user feedback in [Customer-Session Management], which is convenient for supervisors to supervise, conduct chat quality inspections, and perform performance ratings. In addition, you can also "restart the chat" to restart the chat with the user.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Tutorial on How to Attract Visitors and Traffic with Facebook Ads](https://help-en.salesmartly.com/docs/ad-placement-in-facebook)

Tutorial on how to attract fans and traffic with Facebook ads

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HomepageChannel IntegrationFacebookScene TutorialTutorial on How to Attract Visitors and Traffic with Facebook Ads

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

For marketers leveraging Facebook ads to funnel traffic to platforms like WhatsApp or Telegram, managing high visitor volume efficiently is key. SaleSmartly’s automation tools streamline responses, personalize interactions, and turn clicks into conversions. No manual bottlenecks.

1. Automated Workflow Setup

Using robot automation can greatly improve your efficiency in processing visitor messages and solving visitor problems. It can also help you increase sales, drive traffic for third-party products, and other usage scenarios.

a. Automated creation

In [Robot] - [Automated Process], you can manage and create your automation process. Click [New Flow], select the Messenger channel or Facebook post comments (select the channel you want to configure automation), and then click Next.

The automation process settings mainly include three components: triggers, conditions, and actions. The rich combination of different components can realize different business scenarios.

There are also triggers specifically for Facebook channels, namely "click on ads", "Messenger address", and "Messenger chat plug-in". That is to say, when a user clicks on an ad on your homepage, clicks on a messenger link, or opens a Messenger chat plug-in, the following process will be triggered, such as sending a message to the user, assigning customer service to it, replying to Facebook comments, etc.

Facebook post comment channel: SaleSmartly also provides you with automation templates specifically applied to Facebook post comments, namely [Handle Facebook comments] and [Send private messages to Facebook comments] action templates, which can automatically reply to comments, delete comments, hide comments, etc, according to the triggered content. In addition to this template, there are other templates for you to use in Fb chat orders, such as [Visitor Intent Recognition (AI)] [Inquiry Order] [Logistics Policy (AI)] triggers, which can quickly process Messenger messages or homepage post comments.

You can also select the condition [Specify homepage posts] and choose applicable posts for specific operations. This way, you can distinguish posts and provide targeted content replies and strategies for different posts. For example, when you leave comments on different advertising posts, you can automatically send different product links.

b. Automated configuration

How to configure automation: After editing the automation process, click Save, then click Configure, select the social media account you want to associate, and click OK. At the same time, you need to start it in the [Automated Process].

In addition, you can also go to the [Integration] - Messenger & Comment channel, click [Edit Automation], select the associated channel, and check the automation you want to configure.

c. Synchronous automation

SaleSmartly also supports synchronization automation. You can select an existing homepage and automatically associate it with other homepages. (For more detailed information on the automation process, please visit the following link: Automation Process )

2. Simulate Actual Cases

a. Direct traffic to third-party channels (WhatsApp as an example)

Advertisement posts to attract traffic to WhatsApp

Trigger: Click on ad

Condition: Visitor's language (optional)

Action: Send message

When a user clicks on your ad post, it will be judged and diverted based on the visitor's language, and a customized diversion message will be sent. You can set your WhatsApp jump link in [Send Message]. When the user clicks the link button, they can jump to achieve diversion. The same applies to other channels.

New user traffic WhatsApp

Trigger: Click on ad

Condition: Visitor language (optional)

Action: Send message

You can also change the trigger to [New Visitor]. Whenever a new user initiates a chat, the automation process will be triggered. [Random Branch] can be randomly and evenly distributed to multiple wsapp accounts. You can freely combine more triggers and conditional action templates to meet your various situations.

b. Process Facebook comments, like, delete, reply (take like reply as an example)

Trigger: AI visitor intent recognition

Condition: Specify the homepage post (you don’t need to specify the condition, and then you can synchronize it to the accounts of each homepage, and automate all comments)

Actions: Process Facebook comments, Send private messages to Facebook comments

First, select the Facebook post comment channel to create it. You can choose [Visitor Intent Identification (AI)] as the trigger, which can well identify the visitor's intention and take subsequent actions. The designated posts are more targeted. [Handle Facebook comments] can be likes, deletions, replies, and hiding. Finally, you can send private messages to further promote traffic or increase fans.

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Facebook Messenger Sales Chat Tutorial

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Telegram Bot

Last modified: 2025-04-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate Telegram Bot?](https://help-en.salesmartly.com/docs/integrate-telegram-bot)

How to integrate Telegram Bot?

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How to Integrate Telegram Bot?

1. Function Introduction

After integrating the Telegram robot into SaleSmartly, you can view and respond to customer questions in the Telegram channel or group in the SaleSmartly backend. You can also use the Telegram robot for automated services and group messaging.

2. Operation process

2.1. How to integrate Telegram bot?

① After logging into Telegram, search for ' BotFather ' and enter the conversation window > click '/start' to start the conversation.

② To obtain the new robot token, click ' /newbot ' > enter personal information based on the feedback, you can obtain the chat short link (which can be shared with visitors to chat) and the token for managing the short link session.

③ To obtain the token of an existing robot, click '/mybots' to obtain a list of existing robots, and click Manage to obtain the corresponding short link and token.

④ Go to integrate into SaleSmartly. After logging in to SaleSmartly, in the 'Settings' - 'Channels' - ' Telegram', click 'Add Robot' > paste the Telegram token > click OK to successfully integrate.

Note: We strongly recommend that you do not use the same token for different services, otherwise the bot will not work properly.

⑤After successful integration, you need to "enable the account". When visitors consult through this channel, you can see the chat information in [Online Chat].

2.2. How to conduct Telegram group chat?

SaleSmartly supports sending and receiving Telegram group chat messages. The implementation steps are as follows:]

2.2.1 Mobile access

①Log in to Telegram and create a group.

② Enter the robot page and add the robot to the group/channel

③ Enter the group/channel, find and click Administrators in the details page to enter the permission editing page.

④Click “Add Admin” to set the robot as an administrator.

2.2.2 PC access

①Log in to Telegram and create a group.

②After the group is created successfully, right-click to view the group information.

③Set the robot as an administrator, check all permissions, and click Save.

After completing the above steps, a new session will be formed at [SaleSmartly-Live Chat], where you can send and receive group chat messages.

Note: If you already have a group, just add the bot to the group and set it as an administrator to conduct group chats in SaleSmartly.

2.3. How to broadcast in Telegram channel

SaleSmartly supports sending and receiving Telegram channel broadcasts. The implementation steps are as follows:

2.3.1 Mobile access

①Log in to Telegram and create a channel.

②After the channel is successfully created, click "Add Administrators" to enter the permission editing page.

③Click “Add Admin” to set the robot as an administrator.

2.3.2 PC access

①Log in to Telegram and create a channel.

②After the channel is created successfully, right-click on Manage Channel.

③Set the robot as an administrator, check all permissions, and click Save.

After completing the above steps, you need to send a broadcast in the channel. After sending, a new session will be formed in [SaleSmartly-Online Chat], and you can broadcast the channel in the SaleSmartly background.

Frequently asked questions

1. Can Telegram Bot be bound to multiple projects? If so, will the messages still be synchronized?

1.1 Can only be bound to one project. Telegram Bot's webhook will only take effect on one project. This is the official rule of Telegram. After binding a new project, the webhook of the old project will become invalid. Therefore, the messages of Telegram Bot bound to multiple projects will not be synchronized.

1.2. If you are not binding multiple projects, re-authorize Telegram_Bot to see if you can receive messages.

2. Can the messages from Telegram Bot be received on Telegram App?

Telegram App is a private account and cannot receive messages from Telegram Bot. It can only be received in the background of our system.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

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Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

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Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

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App Store

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Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

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Third Party Service

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How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

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NChannel Integration

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Chat Plugin Integration

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Scene Tutorial

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Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

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Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

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YouTube

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WhatsApp API

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Scene Tutorial

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Slack

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TikTok Business Account

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

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Practical Tutorials

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WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

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TikTok App Cloud Hosting

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Zalo App Cloud Hosting (Personal)

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LINE App Cloud Hosting

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Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

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VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

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WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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Quickstar-Integrated

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What is SaleSmartly?

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Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

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WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

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Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Introduction to Telegram Bot Channel Integration](https://help-en.salesmartly.com/docs/channel-integration-related-functions-of-telegram)

Introduction to Telegram Bot Channel Integration

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HomepageChannel IntegrationTelegram BotPractical GuideIntroduction to Telegram Bot Channel Integration

Introduction to Telegram Bot Channel Integration

1. Introduction

This guide walks you through the key functions available under the [Integration – Telegram] channel. Whether you're new or looking to scale your automation, this tutorial helps you quickly understand and utilize the core Telegram bot features.

2. Feature

2.1. Global Search Bar

Use the search bar at the top to quickly find Telegram accounts by account name, ID, notes, or status. This helps streamline your account management and speeds up navigation.

2.2. Add Telegram robot account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Telegram Robot to integrate your robot account. For detailed procedures, please refer to How to integrate Telegram?

2.3. Enable robots

Once you have successfully authorized the Telegram robot, you can manage your multiple robot sessions on SaleSmartly for one-stop chat .

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to robot conversation messages more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating TG bot into Salesmartly, you can configure customer service for your bot to facilitate the management of your Telegram account.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for details on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing Automation

In addition, you can also configure the created automated processes for Telegram accounts to achieve automatic replies, recall customers and other demand scenarios.

Click Edit Automation > check the automation process you want to configure > click OK.

Note: If you check the box "Associate all automation," the account will be automatically associated with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate Email?](https://help-en.salesmartly.com/docs/integrate-email)

How to Integrate Email?

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HomepageChannel IntegrationEmailAccess GuideHow to Integrate Email?

How to Integrate Email?

1. Introduction

An integrated mailbox can directly connect multiple email accounts of the enterprise to SaleSmartly, allowing customer service staff to centrally view and reply to customer emails from different mailboxes. It is also possible to send bulk emails such as EDM marketing on the platform, realize unified management and operation of email channels, and improve customer service efficiency and email marketing results.

2. Step-by-Step Guide

Below, you will learn how to manage email messages in SaleSmartly. Follow the steps:

2.1. Email Integration

2.1.1 Click [Add Email]

2.1.2 After selecting the mailbox type, you must select the access mode.

①Select the client mode (client mode is generally recommended)

▪If you select "Client Mode", the system will automatically fill in the receiving/sending server address, port, and encryption method (if you have changed it yourself, you need to fill it in manually). Code acquisition tutorial: How to obtain the Email authorization code/password?

▪Check the mailbox folders that need to be synchronized (emails in the checked folders will be synchronized to the system), and click [OK].

If you change the password or authorization code and the connection fails, you will not be able to send emails or synchronize folders. You need to click [Edit] to update the password or authorization code.

②Forwarding mode

▪If you select "Forwarding mode", after selecting the corresponding email type, you need to configure the receiving address provided by the system to the email platform, and fill in the sender's name, email address, password/ authorization code, sending server address and port and other information on this platform.

If you need to set up the forwarding mode, after setting up automatic forwarding on the corresponding email platform, you need to contact our customer service to send you an email confirmation.

Note: How to obtain the authorization code for various email accounts? Click the link to jump to the document.

1.3 Integrate Email into SaleSmartly

Click the "Enable Mailbox" switch to use your mailbox to reply to chats.

2. Reply via Email Chat

In the chat interface, you can view visitor information from the Email channel and reply to related information. When you reply to the content of the Email channel, click Reply, edit and fill in the email title and email content, or select an existing Email template to send. You can also add attachments, customize the sending time, etc.

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Last modified: 2025-06-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

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XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [QQ Mail](https://help-en.salesmartly.com/docs/integration-of-email-qq)

QQ Mail

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HomepageChannel IntegrationEmailAccess GuideQQ Mail

QQ Mail

1. Enable IMAP/SMTP service

1.1 In the upper right corner, click on [Settings] - [Account] - [Account and Security] - [Security Settings] - [POP3/IMAP/SMTP/Exchange/CardDAV services (enabled)] - click [Start the Service].

1.2. Send a text message according to the pop-up window instructions (the content is not fixed), and click [I have sent] after sending.

2. Get the Authorization Code

A pop-up window will generate an authorization verification code (i.e., the content in the red box, return to SaleSmartly and fill in the corresponding authorization code).

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How to Integrate Email?

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Last modified: 2025-04-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Sina Mail](https://help-en.salesmartly.com/docs/integration-of-sina-email)

Sina Mail

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideSina Mail

Sina Mail

1. Enable IMAP/SMTP service

[Settings] - [Client POP/IMAP/SMTP-IMAP4 Service/SMTP Service] - Select Open for Service Status.

2. Send verification code

Send the verification code (the content is not fixed) according to the pop-up prompt and click Sure after sending.

3. Get the Authorization Code

Click on [Client authorization code] and choose [Open]. (i.e., the content in the red box, just return to SaleSmartly and fill in the corresponding authorization code).

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QQ Mail

Next

Gmail

Last modified: 2025-04-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Gmail](https://help-en.salesmartly.com/docs/gmail-email)

Gmail

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideGmail

Gmail

1. Enable 2-Step Verification

1.1 Enter Google Mail Settings or click here to jump.

1.2. Enable IMAP (Google Mail has officially enabled IMAP by default, no need to enable it manually)

1.3. Click the Logo in the upper right corner - Manage your Google Account.

1.4. Return to manage your Google account.

1.5. Click to enter [2-Step Verification] - click to [Turn on 2-Step Verification].

1.6. Click Done.

2. Generate App Passwords

2.1. Search and click [App Passwords].

Go to the App Passwords page to generate a dedicated password: https://myaccount.google.com/apppasswords

2.2. Enter the application name, you can enter any name, and click Create.

Notice:

Create an app to use the password that Google only displays once! Please save it or download it and save it. If you close it, it will not be displayed again!

3. Use App passwords

3.1. Copy the app password.

Notice

An app password is a 16-character code used to securely authenticate third-party applications with your Google account.

3.2. Go back to [Integration-Email] - Add email - Copy the app password just now.

Notice

The password cannot contain spaces.

4. Fill in the App Password

Notice

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information.

5. Authorization Successful

Frequently asked questions

1、Why can't I find my app password?

1. If 2-step verification is not enabled, please [click to jump] to the detailed tutorial on how to enable 2-step verification here or [click the link] to enable it. You need to log in to your Google account.

2. Open the portal: https://myaccount.google.com/u/6/apppasswords?gar=1

•Enter the name of the app password. There is no requirement for the name. Click "Create" to generate an app password ( please make sure that 2-step verification is enabled ).

3. Search for [App Passwords] in your Google account.

4. If you have set up 2-step verification and still can't find the option to add an app password, the reason may be:

•Your Google account is [set to use only a security key] for 2-step verification. You can try to change the passcode. The path is [Google Account] - [Security] - [Passkeys and security keys] - [Create a passkey]

•You are signed in with a work, school, or other organizational account.

•Your Google account has been enrolled in the Advanced Protection Program.

Tip: You typically enter an app password once for each app or device.

2、Authorization failed. Please go to your Gmail account management and remove the "SaleSmartly" connection first.

Solution:

1. Go to https://myaccount.google.com/?utm_source=chrome-settings

2. Click "Third-party association" on the left.

3. Search for "SaleSmartly", then select it.

4. Click "Revoke all associations between you and SaleSmartly" to revoke the connection between you and SaleSmartly.

3、Incorrect authorization prompt information for Gmail

Please use the agreement-based authorization method in the Mail Master backend to test login availability.

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Sina Mail

Next

Outlook/Hotmail mailbox

Last modified: 2026-04-24Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Outlook/Hotmail mailbox](https://help-en.salesmartly.com/docs/hotmail-and-outlook-email)

Solution

①Log in to the official website of Outlook/Hotmail or Microsoft website and switch back to the same account as the one you want to integrate into SaleSmartly.

②Return to the SaleSmartly system, click the "Click Authorize" button, enter your email account again on the pop-up page, and then click "Next" to successfully authorize.

③After it displays "Authorized Successfully", click "Next". For the remaining steps, please refer to: Outlook Integration Tutorial

2. No response after filling in the information and clicking "Next"

Reasons for integration failure

If the Outlook/Hotmail account is newly registered or has not sent or received any emails, there may be no response when clicking 'Next' when integrating the mailbox.

Solution

①Send and receive several emails in this mailbox.

②Wait a few days after registration before integration.

3. Display "Email connection failed, please check if the information is correct"

Reasons for integration failure

1. You can check whether the account you authorized is a Microsoft sub-account. Outlook/Hotmail currently does not support mailbox sub-account authorization.

2. Check whether [Allow devices and apps to use POP] and [Allow devices and apps to use IMAP] are turned on in the settings. These two settings need to be turned on before integration can be performed.

### [Tencent Enterprise Mailbox](https://help-en.salesmartly.com/docs/tencent-enterprise-email)

Tencent Enterprise Mailbox

Search...

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Pricing

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HomepageChannel IntegrationEmailAccess GuideTencent Enterprise Mailbox

Tencent Enterprise Mailbox

Note

Tencent corporate mailbox has been upgraded to enterprise WeChat mailbox service. To ensure account security and provide better mailbox service, you need to log in by scanning the enterprise WeChat code. New users must verify their corporate identity by scanning the enterprise WeChat code when logging in via the web page.

1. Enable "IMAP" or "POP" Service

1.1. Click on the web page to jump to log in to the mailbox.

1.2. Click to enter [Settings - Send and receive settings - Enable service].

1.3. Find the service switch and confirm whether the "IMAP" or "POP" service is turned on.

2. Generate a Client-Specific Password

2.1. Click on the web page to jump to [Login to Email - Settings - Account - Email Binding].

2.2. Click "Generate a dedicated password" to log in to the third-party client using the authorization code.

3. Fill in the Dedicated Password

Go back to [ SaleSmartly-Integration-Email ] and enter the application-specific password you just generated.

Notice

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information

4. Check the Sync Folder

5. Authorization Successful

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [NetEase Enterprise Mailbox](https://help-en.salesmartly.com/docs/netease-enterprise-email)

NetEase Enterprise Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideNetEase Enterprise Mailbox

NetEase Enterprise Mailbox

Note

You cannot use a password to directly log in to the NetEase corporate mailbox in a third-party client, such as Foxmail/dreammail, etc. This is due to NetEase's security measures, which restrict direct login with a password. You need to bind your mobile phone first, then generate an authorization code, and then use the authorization code to log in normally. Of course, if you use NetEase Mail Master, it is not within this restriction.

1. Obtain the authorization code

1.1. Access NetEase Enterprise Mailbox with an administrator account - [ Admin ]

1.2. Click Settings - Account & Security

1.3. Find the client settings, click to enter the [ settings ] - click to obtain the authorization code.

Note

If you are using the old version of NetEase Enterprise Mailbox, as shown in the picture, click Settings - Click Mailbox Settings - Click Client Settings - Click Generate Authorization Password.

2. Generate Authorization Code

2.1. "Client Settings", open "Set Client Authorization Password", and click "Generate Authorization Password.

2.2. Enter the client name, save the "authorization password", and click "OK".

warn

Be sure to click "OK", otherwise the authorization password will not take effect.

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Tencent Enterprise Mailbox

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Alibaba Enterprise Mailbox

Last modified: 2025-04-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Alibaba Enterprise Mailbox](https://help-en.salesmartly.com/docs/ali-email)

Alibaba Enterprise Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideAlibaba Enterprise Mailbox

Alibaba Enterprise Mailbox

Notice:

For users who newly purchase Alibaba corporate mailboxes in 2024, Alibaba Cloud currently prohibits new users from using third-party clients by default.

The administrator will enable the third-party login password by default. After it is enabled, employees only need to enter the third-party password when integrating SaleSmartly, or ask the administrator to turn off the third-party password, then they only need to enter the password.

1. Password login

The default SMTP sending function of Alibaba Enterprise Mailbox has been enabled. You can log in directly by clicking [Generate a new password]. The steps are as follows:

Notice:

If you fail to add a client-exclusive password when you click Generate New Password (error code: 80002), try changing the device to Chinese (Figure 1). After clicking OK, Alibaba Enterprise Mailbox turns off the third-party customer password switch by default, and you need to turn it on.

2. Authorization code login

If it is not enabled, please refer to the following steps:

Log in as an administrator [ Domain Management Console - Organization and Users - Employee Account Management ] - Click the corresponding account name - Check Enable POP3/SMTP service, Enable IMAP/SMTP service - Click Save.

3. Turn off two-factor authentication

You need to turn off two-factor authentication, otherwise, the integration will fail. Go to Settings in the upper left corner - Click Account Security - Click Account Security - Turn off two-factor authentication.

Share this Article

Last modified: 2025-04-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [ZOHO Mailbox](https://help-en.salesmartly.com/docs/zoho-email)

ZOHO Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideZOHO Mailbox

ZOHO Mailbox

1. Enable IMAP access

On the ZOHO email platform, click to open [ Settings-Mail Account ] - check IMAP access - and click Save.

2. Fill in the authorization code/password

In the pop-up window for adding a mailbox in this system, select " Other " as the type, the sender name can be customized, fill in your ZOHO mailbox and login password as the mailbox and password/authorization code, and fill in the IMAP server input/output information in the above picture into the receiving/sending server of this system, and select **"SSL/TLS"** for encryption.

Notice

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information

Frequently asked questions

All information is correct, but the email connection still fails. Please check whether the information is correct.

Reason: ZOHO officially banned the use of imap service

Solution: You need to contact ZOHO to unblock the IMAP service.

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Last modified: 2025-04-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Feishu Enterprise Mailbox](https://help-en.salesmartly.com/docs/feishu-enterprise-email)

Feishu Enterprise Mailbox

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideFeishu Enterprise Mailbox

Feishu Enterprise Mailbox

1. Get a dedicated password

1.1. The administrator needs to enable the third-party email client settings.

1.2. Enter your Feishu Enterprise Management - Click on the mailbox.

1.3. Enter the mailbox settings.

1.4. Click Mail Tools - Third-Party Mail Client, and then click the Edit button in the upper right corner.

1.5. Click Enable - Click Save.

Please note

The administrator has successfully enabled the third-party email client settings, and members can then proceed to the subsequent steps to obtain a dedicated password.

1.6. In the Feishu client, members click on their profile picture - Settings - Email.

1.7. Find a third-party email client to log in and click Set Up Now.

1.8. Depending on your device, select Mac or Windows computer.

2. Fill in the application-specific password

Click Generate to get a dedicated password, click Copy and fill it in.

Note

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information

Share this Article

Last modified: 2025-04-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [GoDaddy Business Email](https://help-en.salesmartly.com/docs/godaddy-enterprise-email)

GoDaddy Business Email

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideGoDaddy Business Email

GoDaddy Business Email

hint

There is no need for an authorization code to access GoDaddy corporate email, just enter your account and password.

1. Fill in Your Email Information

1.1. Select [Other] as the type - fill in the email address, and authorization code - click Connecting to a mailbox.

Notice

GoDaddy corporate mailbox has IMAP settings turned on by default

If no IMAP server settings are detected, enter the following:

Username: Email address
Password: Email password
IMAP server: imap.secureserver.net
Security type: SSL
Port: 993

Then enter the outgoing server information:

SMTP server: smtpout.secureserver.net
Security type: SSL
Port: 465
Official document link: Click to jump

Note

When using IMAP to integrate your mailbox, be sure to fill in the actual IMAP server address and port instead of the following sample information.

Share this Article

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Amazon Mail (WorkMail)

Last modified: 2025-11-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Amazon Mail (WorkMail)](https://help-en.salesmartly.com/docs/amazon-email)

Amazon Mail (WorkMail)

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationEmailAccess GuideAmazon Mail (WorkMail)

Amazon Mail (WorkMail)

Kind tips

When accessing Amazon WorkMail, it is recommended to use "Client Mode" and fill in your email account login password in the authorization code.

Share this Article

Last modified: 2025-04-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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How to Manage WhatsApp Message Templates

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WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [NetEase Mailbox](https://help-en.salesmartly.com/docs/email-netease)

1. Enable IMAP/SMTP service

1.1. Click [Settings] - [POP3/SMTP/IMAP] in the upper right corner.

1.2. Find [POP3/SMTP service] and click to enable it. In the pop-up window, find [Continue]

1.3. Send a text message on your mobile phone according to the instructions.

2. Generate an authorization verification code

A pop-up window will generate an authorization verification code. Return to SaleSmartly and fill in the corresponding authorization code.

### [Introduction to Email Channel Integration](https://help-en.salesmartly.com/docs/email-integration-related-functions)

Introduction to Email channel integration related functions

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HomepageChannel IntegrationEmailPractical GuideIntroduction to Email Channel Integration

Introduction to Email Channel Integration

1. Introduction

This guide walks you through SaleSmartly’s email integration tools under the [Integration-Email] channel, enabling centralized management of customer emails and automated workflows for seamless team collaboration.

2. Features

2.1. Smart search bar

Click the search bar at the top to search by Email type, mailbox, note, and opening status, helping you quickly find the Email account.

2.2. Add an email account

Most of the core functions are based on the premise of successful integration. Therefore, successful authorization is very important. You can click Add Email to integrate your email account. For detailed procedures, please refer to How to integrate Email?

2.3. Enable mailbox

Once you have successfully authorized your email account, you can manage your multiple email message conversations on SaleSmartly in one place.

You don't need to switch homepages repeatedly to reply to emails. It helps you reply to visitor emails more easily and quickly. Click to enable mailbox to receive information in real time.

2.4. Add customer service-configure customer service

After integrating your email into Salesmartly, you can configure customer service for your email account to facilitate the management of your email conversations.

You can add your customer service members in [Basic Settings-Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing Automation

In addition, you can also create automated processes for email configurations to implement scenarios such as automatic replies, customer recalls, and marketing.

Click Edit Automation > Select Association> Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automation," the account will be automatically associated with all the created automation processes.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

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Configuring and Using External Request Actions

How to Get Messenger Link

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Report

Quick Start [Report]

Channel Analysis

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Customer Privacy Encryption Display Introduction

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Quick Start [App Store]

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Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

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How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

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Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

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Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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Chat Plugin Integration

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Shopify

BigCommerce

OpenCart

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Squarespace

BeikeShop

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Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

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Practical Guide

Introduction to LINE Channel Integration

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Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

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Practical Tutorials

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Slack

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Access Tutorial

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Practical Tutorials

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Telegram APP Cloud Hosting  (Personal)

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TikTok App Cloud Hosting

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Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

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WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

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TikTok Business Account

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WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

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Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Connect Your YouTube Account?](https://help-en.salesmartly.com/docs/aidhuiafh)

Overview

Integrate your YouTube account with SaleSmartly to manage all video and post comments from a single unified inbox. Reply instantly within SaleSmartly and leverage our powerful chat interface and automation tools to engage viewers, boost interaction, and improve marketing performance.

Note: To ensure data accuracy, YouTube comments sync automatically every hour.

Setup Guide (Just 4 Quick Steps)

1. Go to the Integration Page

In SaleSmartly, navigate to Integration → YouTube Comments → Authorize the YouTube Account, then select Authorize the Google Account.

2. Sign In with Your Google Account

A Google authorization window will appear. Log in using the Google account linked to your YouTube channel.

If the current Google Account does not have an associated YouTube channel, you must first create one:

1.Log in to the official YouTube website, click your profile picture in the top-right corner, and select Create a channel.

2.Follow the prompts to set up your channel name, profile picture, and other information to complete channel creation.

3.Ensure that this Google Account has administrator permissions for the YouTube channel.

3. Grant Required Permissions

To ensure all features work properly, select Allow all permissions, then click Continue.

4. Complete the Authorization

Once authorization is successful, you’ll be redirected back to SaleSmartly. Your YouTube account will now appear as connected, allowing you to start receiving and replying to comments immediately.

### [How to Integrate Instagram?](https://help-en.salesmartly.com/docs/integrate-instagram)

How to integrate Instagram?

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How to Integrate Instagram?

1. Introduction

Integrate Instagram to centralize customer interactions on SaleSmartly. Sync historical comments, direct messages, and real-time chats to manage your Instagram account alongside other channels, streamlining customer service and boosting engagement.

2. Step-by-Step Guide

Follow these steps to integrate:

2.1. Switch your Instagram account to a business or creator account

2.1.1 Switch to a professional account

Open Instagram https://www.instagram.com/ > Click [ More ] to enter [ Settings ] > Click Professional account.

Note: If you don’t have an Instagram account, visit Instagram Help Center to create one.

If you have switched to a professional account, you can skip this step.

2.1.2 Fill in your information

Choose the ‘Creator’ or ‘Business’ account type, fill in the required details, and confirm to activate your professional account.

2.1.3 Mobile users

The mobile switching process is as follows:

a. First, go to your profile and tap the hamburger icon (☰) in the top-right corner.

b. Click Settings > Account

c. Tap the blue text [Get a Free Professional Account] and follow the prompts.

2.2. Link Instagram to a Facebook Page

2.2.1 Open Facebook public page settings

Note: Skip this step if Instagram is already linked to a Facebook Page.

Open your Facebook public page, click [Settings] - [Settings & Privacy] - [Linked Accounts] - [ Instagram ]

2.2.2 Link your Instagram account

Select [Linked Account] - [Instagram] - [Connect Account ] - [Connect] - [Confirm].

Note:

Check the box for “Allow Instagram Messages in Inbox” to ensure messages reach your platform. Skipping this step will block incoming messages entirely.

2.2.3 Jump to the Instagram official website

Log in to Instagram when prompted to complete the binding process.

2.3. Integrate Instagram with SaleSmartly

2.3.1 Add Instagram

First, click Add Instagram Account.

2.3.2 Linking Instagram business account

Log into your Facebook account and click Continue as (Your Name) > check the Instagram business account you want to link.

Note: To use Instagram automation, you need to make sure that this account is a business or creator account; if your account has more than 500,000 followers, you must use a business account. If you are not sure how to switch your Instagram account to a business or creator account, you can go to the first step of this document to view the tutorial.

2.3.3 Verify Facebook Page linkage

Ensure that your Instagram account is linked to a Facebook Page, or the authorization will fail.

Note: If you are not sure how to manage a Facebook Page, you can go to step 2 of this document to view the tutorial.

2.3.4 Permissions

Select the permissions SaleSmartly can access (recommended: select all). Click Save > Continue > Got It to complete authorization.

2.3.5 Activate

Return to SaleSmartly’s dashboard. Refresh the page until the Instagram account appears. Click Enable Private Message or Enable Comments to start managing chats.

Note: If the Instagram account doesn’t sync after multiple refreshes, the authorization may have failed.

The reasons for failure may be as follows:

• Your Instagram account isn’t a business profile.

• No linked Facebook Page.

Reauthorize the account and verify settings.

Frequently asked questions

1. After integration or multiple refreshes, the account still shows as invalid

Possible Causes:

1. Recent platform updates or changes to the Instagram account credentials (e.g., password reset).

2. The Instagram account may be inactive or restricted.

Solution: Reauthorize the account in SaleSmartly.

2. Check if your Instagram integrated account is linked

Reason
Verify that your Instagram is already connected to Facebook. Authorization is managed through Facebook, not directly from Instagram.

Solution

On your Facebook profile, click the avatar in the top-right corner and go to Settings & Privacy > Settings > Accounts Center, or open directly: https://accountscenter.facebook.com/?entry_point=app_settings

In Accounts Center, go to Accounts, or open directly: https://accountscenter.facebook.com/accounts

Confirm that your Facebook and Instagram accounts are linked.

3. Instagram Messages Not Showing in SaleSmartly

Solution ①

Go to your Facebook Page Settings > Advanced Messaging.

Find Instagram Receiver, click Configure, and select SaleSmartly-App.

Ensure that 'Allow access to Instagram messages in the Inbox' is checked. For details, see our Instagram Integration Guide.

Re-authorize your Instagram account in SaleSmartly.

If the issue persists, try linking Instagram with another Facebook Page or personal account.

Solution ②

On Instagram, go to More (bottom left) > Settings > Messages and Story Replies > Message Controls.

Under Who can send you group message requests, select Everyone.

Or open the settings directly via this link: https://www.instagram.com/accounts/settings/v2/message_controls/

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Last modified: 2025-09-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Introduction to Instagram Channel Integration](https://help-en.salesmartly.com/docs/instagram-integration-related-functions)

Introduction to Instagram channel integration related functions

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HomepageChannel IntegrationInstagramPractical GuideIntroduction to Instagram Channel Integration

Introduction to Instagram Channel Integration

1. Introduction

This chapter will introduce you to the relevant functions under the [Integration - Instagram & Comments] channel, helping you quickly get started with the core functions of the Instagram integration.

2. Features

2.1. Smart search bar

Click the search bar at the top to search by account name, account number, note, private message and comment status to help you find the account quickly.

2.2. Add Instagram account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Instagram Account to integrate your Instagram account. For detailed procedures, please refer to How to integrate Instagram?

2.3. Activate Instagram account

Once you have successfully authorized your Instagram account to send private messages and comments, you can manage your multiple private messages and comments on the SaleSmartly in one place.

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to Instagram & post comments more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating your Instagram account into Salesmartly, you can configure customer service for your Instagram account to facilitate the management of your Instagram account and comments.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Synchronize contacts & create conversations

You can also sync your Instagram contacts to SaleSmartly, making it easier for you to reply to chats, send group messages, and more .

Click to synchronize contacts. This function only supports synchronization of contacts with whom you have chatted. Contacts that have been inactive for more than 30 days or whose accounts are blocked cannot be synchronized. After the first integration, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [Customer List].

If the synchronization time is too long, you can click Cancel Sync to cancel the contact synchronization process.

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer - Customer List].

You can only generate a conversation after synchronizing your contacts. SaleSmartly will read your historical conversations and generate them in the online chat.

Please note: Synchronizing contacts will not synchronize chat records of contacts that already exist in the SaleSmartly customer list. If the contact does not exist in the customer list, only the most recent 20 message records of this contact will be synchronized.

2.6. Editing automation

In addition, you can also configure the created automation process for Instagram accounts and comments to achieve automatic replies, recall customers, control comments and other required scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Link all automations", the account & post comments will be automatically linked to all the created automation processes.

For a more detailed tutorial on how to create an automation process, please click How to Create an Automation Process.

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Last modified: 2025-04-14Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

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Customer Privacy Encryption Display Introduction

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App Store

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Translation Tools

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How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

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How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

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How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

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Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

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Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

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Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

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Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

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Telegram APP Devices  (Personal)

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TikTok App Devices

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Zalo App  (Personal)

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WeCom

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Development Docking

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SaleSmartly Chat Plugin JSSDK Developer Documentation

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SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate LINE Official Account?](https://help-en.salesmartly.com/docs/integrate-line-official-account)

How to integrate LINE official account?

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HomepageChannel IntegrationLINEAccess GuideHow to Integrate LINE Official Account?

How to Integrate LINE Official Account?

1. Introduction

Integrating your LINE Official Account with SaleSmartly enables real-time synchronization of chat messages, helping businesses respond instantly to user inquiries through a unified dashboard. This allows seamless multi-channel customer service while leveraging LINE’s real-time messaging capabilities.

Unlike personal LINE accounts, official accounts offer higher messaging efficiency, audience targeting, and professional use, which is ideal for separating work from personal life. They also support multi-user access across platforms. Integration via the LINE Messaging API enhances your customer service strategy with automation and scalability.

2. Step-by-Step Guide

2.1. Enter the LINE official account dashboard

Go to the LINE official account management page ( https://manager.LINE.biz/ ), select the LINE account and go to the management page.

For specific operations, please refer to the official LINE registration document: click the link

2.2. Create a Messaging API channel

2.2.1 Enter the settings

Click Settings to enter the settings page in LINE Official Account Manager (i.e., the management dashboard).)

2.2.2 Enable Messaging API

Under Settings, click Messaging API, and then click Enable Messaging API.

2.2.3 Establishing a service provider

To create a service provider, enter any name or LINE official account name (it will not affect subsequent operations) and click Agree.

2.2.4 Privacy policy and terms of service and confirm activation

• The privacy policy and terms of service URLs can be left blank and you can just click OK.

• If necessary, you can fill in the privacy policy and terms of service URL.

• Confirm the account name and service provider name and click OK.

2.3. Integrate LINE into SaleSmartly

2.3.1 Access Channel ID & Channel Secret

Ensure all buttons are switched off before validating your Channel ID and Channel Secret in SaleSmartly.

2.3.2 Change Response Mode

Click Response Setting on the left sidebar of the LINE official account management page and turn on the Webhook button. Also, turn off the welcome message and response time for adding friends to avoid duplication with the messages set in the SaleSmartly dashboard.

2.3.3 Go to LINE Developers and turn on Use Webhook

• Click https://developers.LINE.biz/console/ Go to the LINE Developers page, scroll down to find Use webhook, and click to turn it on.

• Refresh the page and confirm that the Use webhook switch is green and turned on.

2.4. How to receive LINE group chat messages

In the developer dashboard, select the messaging API of the corresponding provider and turn on the switch to allow robots to join group chats.

Frequently asked questions

1. The LINE integration prompts that the status is "Invalid"

Reason: Check whether the webhook URL is normal, as shown in the following figure:

Please refer to the following steps for the webhook URL path:

Open: https://manager.LINE.biz/

Solution:

(1) Follow 2.3.3 to go to LINE Developers and enable Webhook. Click to jump to the corresponding tutorial location

(2) If you cannot find the Use Webhook button according to the first point, first fill in the Channel ID and Channel secret in the LINE integration in salesmartly. After adding, refresh the LINE page. The webhook URL should be synchronized at this time. If not, please wait for 10 minutes and check again.

(3) After completing the second point above, open: https://developers.LINE.biz/console/. You will see the Use Webhook button. Click it to enable it.

2. LINE official account recharge steps

Visit: https://manager.LINE.biz/account to view LINE message usage per month.

(1) Visit: https://manager.LINE.biz/webstore/

(2) Visit https://manager.LINE.biz/webstore/ again and change the plan.

3. How is the cost of LINE advertising messages calculated? LINE automatically calculates the most suitable plan for you

Click to view LINE official account charges: https://tw.LINEbiz.com/column/budget-auto-count/

4. LINE robot chat mode is not a bot

Reason: Use webhook is disabled.

Solution:

(1) You need to enable Use webhook. For details, please refer to 2.3.3 Go to LINE Developers and enable Use Webhook: https://help.salesmartly.com/docs/AeSxel#549c96e3289f6f0f31b6b753cd418038

(2) If the webhook still does not work in step 1 above, please enable the webhook in the response settings. The path to enable the webhook is Account>Account List>Account Name>Settings in the upper right corner>Response Settings-Webhook as shown below:

(3) After completing the above actions, proceed to reintegrate LINE.

Solution 2:
(1) Should you find the webhook prohibited and the "Use webhook" switch unavailable in the LINE Developers Console, navigate to the response settings and disable every option. Following this action, proceed to reintegrate LINE to apply the changes.

5. Webhook or Use Webhook switch is disabled

Reason: Webhook URL is not automatically filled in.

Solution 1:
(1) Open https://manager.LINE.biz/

(2) Add Channel ID and Channel secret to SaleSmartly.

The Webhook URL of the Messaging API should be synchronized at this time. Click the OK button.

If it is not synchronized, please wait for 10 minutes and check again

(3) Turn on the Webhook switch

For details, please see step 3.

(4) Turn on the Use Webhook switch

For details, please see step 3.

Solution 2:
(1) Should you find the webhook prohibited and the "Use webhook" switch unavailable in the LINE Developers Console, navigate to the response settings and disable every option. Following this action, proceed to reintegrate LINE to apply the changes.

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Last modified: 2025-11-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

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Third Party Service

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Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

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Gmail

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Access Guide

How to Integrate Facebook?

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Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

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Introduction to Email Channel Integration

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Access Guide

How to Connect Your YouTube Account?

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Access Guide

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Practical Guide

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LINE

Access Guide

How to Integrate LINE Official Account?

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Practical Guide

Introduction to LINE Channel Integration

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Access Guide

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Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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API Interface Header Parameter Acquisition Instructions

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate LINE into the Chat Plugin?](https://help-en.salesmartly.com/docs/integrate-line-to-chat-plugin)

How to integrate LINE into the chat plugin?

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HomepageChannel IntegrationLINEAccess GuideHow to Integrate LINE into the Chat Plugin?

How to Integrate LINE into the Chat Plugin?

1. Introduction

Below, you will learn how to integrate LINE in the chat plugin.

This article mainly discusses:

• How to create an official LINE account?

• How to create a Messaging API channel?

• How to create a Login channel?

• How to integrate into the LINE plugin portal?

(Please create LINE's Login channel and Messaging API channel under the same Providers. Create a LINE official account means creating a new account, which is similar to a WeChat official account.)

Note: Only LINE official accounts can be integrated into the plugin portal.

2. Step-by-Step Guide

2.1. Create a LINE official account

(1) Please open the LINE official account management: https://manager.LINE.biz

(2) Create an account

• If you don’t have an official LINE account, select “Create an account” to create an official account.

• If you already have an official account, you can enter the official account management background and refer to step ④.

(3) Select LINE account or email to register.

(4) After registration is complete, log in to the official account management page and click "create new" to start creating. (If it has already been created, click the corresponding account to enter the official account)

Enter the creation page and fill in the relevant information. After filling in, the official account is created. Click "Go to LINE Official Account Manager" to enter the official account management (i.e., LINE Official Account Manager).

2.2. Create a Messaging API channel

(1) In LINE Official Account Manager, click “Settings” to enter the “Settings” page.

(2) Under the “Settings” module, click “Messaging API”, and then click “Enable Messaging API”.

(3) After clicking “Enable Messaging API”, fill in the developer information.

(4) Then select a Provider (if there is no existing Provider, select Generate New Provider). This step will automatically generate a Messaging API Channel under the Provider.

(5) Click https://developers.LINE.biz/console/ to go to the console. Click the Messaging API created under Existing Providers to enter the management page.

(6) Set up the Messaging channel

On the Messaging channel management page, click “LINE Official Account Manager” in “Basic settings” to start settings.

Go to the settings page, click to enter the "Response settings", delete this item ("Response mode" is set to Bot), set "Greeting message" to off, and set "Webhooks" to on.

2.3. Integrate LINE into SaleSmartly

(1) In the SaleSmartly, click "Settings", select LINE, and select "Add LINE".

(2) In the Messaging API channel management page, select “Basic settings”, copy “Channel ID” and “Channel Secret”, and fill them in the Salesmartly.

(3) Click to enter the "Messaging API" module and turn on the "Use webhook" switch.

Note: This button will only appear and can be enabled after SaleSmartly is bound . If it does not appear, please refresh the page.

2.4. Create a LINE Login channel

(1) Go to LINE’s developer platform https://developers.LINE.biz/ and log in to your LINE account.

(2) Go to the console https://developers.LINE.biz/console/, create a login channel under the existing Providers, and click “Create a LINE login channel” to start creation.

(3) When creating a channel, you can customize the Channel name as needed, select "Web app" for App type, fill in the remaining required information, and click Finish to automatically enter the channel management page.

(4) In the LIFF section, click Create a LIFF app. When creating a LIFF app:

• LIFF app name can be customized according to your needs

• Select “Full” for Size

• Endpoint URL (must be filled in with the URL provided by SaleSmartly, see the picture below)

• In Scopes, check profile, openid and chat_message.write

• Select On (Normal) for Bot link feature

• Scan QR switch is turned on

(5) In the [Channel Management Page - LINE Login] section, enter the Callback URL (fill in the URL provided by SaleSmartly, see below)

(6) On the channel management page, click “Developing” and select “Publish” in the pop-up window.“ Publish this channel?”

(7) In the SaleSmartly, to integrate the LINE portal, please select the required integration plugin, go to the plugin editing page - Portal Integration - Open the LINE portal - Go to integrate

(8) In the [Channel Management Page - Basic settings] section, copy the channel ID and channel secret (visible by scrolling down on the same page) and fill them in the Salesmartly. In the LIFF section, copy the Liff ID and fill it in the Salesmartly. The callback URL and Endpoint URL need to be filled in the LINE. For details, see steps 4.4 and 4.5 above.

(9) In the Messaging API Channel section, select "Existing Messaging Channel" as the association method and select an existing channel.

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Last modified: 2026-06-06Powered by

Product Introduction

Chat

Quick Start [Chat]

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Use Common Phrases

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App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

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Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Access Guide

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Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

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QQ Mail

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How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Practical Guide

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Introduction to Facebook (Messenger) Channel Integration

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Email?

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ZOHO Mailbox

Feishu Enterprise Mailbox

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Amazon Mail (WorkMail)

NetEase Mailbox

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Access Guide

How to Connect Your YouTube Account?

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Access Guide

How to Integrate Instagram?

Practical Guide

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Access Guide

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Practical Guide

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Introduction to LINE Channel Integration](https://help-en.salesmartly.com/docs/line-integration-related-functions)

Introduction to LINE Channel Integration

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HomepageChannel IntegrationLINEPractical GuideIntroduction to LINE Channel Integration

Introduction to LINE Channel Integration

1. Introduction

This chapter will introduce you to the related functions under the [ Integrate - LINE ] channel and help you quickly get started with the core functions of the LINE integration.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search by LINE account name, ID, notes, and opening status, helping you quickly find your LINE account.

2.2. Add LINE account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add LINE to integrate your LINE account. For detailed procedures, please refer to How to integrate LINE?

2.3. Activate your account

Once you have successfully authorized your LINE account, you can manage your multiple LINE message conversations on the SaleSmartly platform for one-stop chatting .

You don't need to switch accounts repeatedly to check new messages from visitors, which helps you reply to visitor messages more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating LINE into SaleSmartly, you can configure customer service for your LINE account to conveniently manage your LINE conversations.

You can add your customer service members in [ Basic Settings -Team Management ]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing automation

In addition, you can also configure the created automated processes for LINE to realize automatic replies, customer recalls, marketing and other demand scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

2.6. Test message

The LINE channel supports to test message. You can use the test message to simulate visitors sending messages to preview the current configuration effect, helping you to more intuitively understand the configuration and actual effect of automation & customer service.

Click Test Message > Log in to your LINE account > Send a message to test the configuration effect.

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WhatsApp API

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

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Quick Start【Robot】

AI Robots

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Configuring and Using External Request Actions

How to Get Messenger Link

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Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

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Exclusive Link Custom Domain Name Configuration

Independent Website

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ShopLine

WordPress

Shopify

BigCommerce

OpenCart

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OEMSAAS

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LeadongShop

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XShoppy

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Squarespace

BeikeShop

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Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

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WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

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Changelog-2025.11.30

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What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

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Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

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FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp API Registration and Access Guide](https://help-en.salesmartly.com/docs/api-jie-ru-zhi-nan)

WhatsApp API Registration and Access Guide-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationWhatsApp APIAccess GuideWhatsApp API Registration and Access Guide

WhatsApp API Registration and Access Guide

1. Function Introduction

We offer two ways to register for the WhatsApp API through SaleSmartly. The following details the two registration methods and the registration process to help you access it faster! The following are the integration steps for each method.

2. Registration Method Introduction

1. Register through Alibaba Cloud (no credit card required)

Alibaba Cloud is a Business Partner of Meta and provides direct access to the WhatsApp API through Alibaba Cloud's Chat App Message Service. SaleSmartly, as the ISV for Chat App, provides messaging and billing services for this number. The fee is an additional $0.005 per message sent on top of the official price. Specific usage fee details and fee schedules for the number after registration can be found in the "Message Bill" list.

Click on the registration guide to view the specific process

2. Register via WhatsApp Cloud API (credit card binding required in Meta backend)

SaleSmartly is Meta's Tech Partner, providing messaging services through Meta's WhatsApp Cloud API. Payments are made directly to the official account via a linked credit card. SaleSmartly does not charge any additional service fees.

Click on the registration guide to view the specific process

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Last modified: 2026-06-06Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Third-Party Registration of WhatsApp Business API Number](https://help-en.salesmartly.com/docs/third-party-registers-whatsapp-business-api)

Third-party registration of WhatsApp business API number

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Referral Program

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HomepageChannel IntegrationWhatsApp APIAccess GuideThird-Party Registration of WhatsApp Business API Number

Third-Party Registration of WhatsApp Business API Number

1. Introduction

This guide walks you through third-party registration of a WhatsApp Business API number via SaleSmartly, ensuring compliance with Meta’s requirements while streamlining setup for efficient customer communication.

2. Step-by-Step Guide

Preparation:

Your WhatsApp business account requires the following information, please be sure to prepare this information:

Your brand display name

Your company's legal name

Your company's official address

Log in with your FB account and use that account to configure your WhatsApp business account

A mobile number that is not registered with WhatsApp is used to receive the code

Note: You need to prepare your own credit card payment

2.1. Go to [Integration] - [WhatsApp API] - [Third Party] - [Register Third Party API Number]-

Click [Start the authorization registration for Facebook]

2.2. Click to continue logging in as xxxx

2.3. Click [Get Started]

2.4. Select your Meta business account. If you don’t have one, you can directly select Create/New

2.5. Fill in the business account name and display name. Select other for type

2.6. Enter the number you have never registered with WhatsApp, select the verification method and continue

2.7. Enter the received verification code and continue

2.8. Click [Add payment method], the system will automatically jump to the BM page

2.9. Select [Payment Methods] in the menu bar and click [Add Payment Method]

2.10. Finally, add your credit card information

Congratulations! You have completed the self-service registration process for the WhatsApp API number. Just wait for Facebook to review the number. The official review time is 24 hours. Please refer to the official review of Facebook, not SaleSmartly.

After Facebook's official review, repeat the above steps to synchronize the newly registered WhatsApp API number to the SaleSmartly system

2.11. Check Facebook audit results

Please visit the following link: https://business.facebook.com/settings/people/

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Last modified: 2026-06-06Powered by

Product Introduction

Chat

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Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

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FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

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TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

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How to Change Your Profile Avatar

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### [How to Integrate WhatsApp Business API with Third-Party Platforms](https://help-en.salesmartly.com/docs/business-api-number-of-whatsapp)

Integrate WhatsApp Business API Number? (Third Party)

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HomepageChannel IntegrationWhatsApp APIAccess GuideHow to Integrate WhatsApp Business API with Third-Party Platforms

How to Integrate WhatsApp Business API with Third-Party Platforms

1. Introduction

We provide YCloud, NxCloud, Chat App, ITNIO TECH agent integration to help you access faster! The following are the integration steps for the agent platform.

2. Step-by-Step Guide

2.1. Integrate YCloud business API number

Please register the YCloud first, add WABA/number through the YCloud, and then synchronize it to SaleSmartly through the YCloud API:

https://www.ycloud.com/?utm_invite_code=fangchen

2.1.1 Log in to Ycloud

If you have registered a YCloud account, please log in first: https://www.ycloud.com/console/#/entry/login

Open [ Verify]-[ Getting started ] to view and copy the API Key.

2.1.2 Tutorial on registering a WhatsApp API number in Ycloud

Bind WhatsApp account: https://www.ycloud.com/console/#/app/whatsApp/getStarted

Binding tutorial: https://www.bilibili.com/video/BV1Aa4y1g7di/

2.1.3 Fill in the API Key into the SaleSmartly

Open the [ Integration-WhatsApp API ] page in the SaleSmartly and click the Add Number button.

In the integrated pop-up window, fill in the YCloud API Key and click the OK button to complete the YCloud commercial API number access.

2.2. Integrate NxCloud business API number

Please register NxCloud first, fill in the corresponding information, and then add WABA/number through NxCloud , which can be synchronized to SaleSmartly.

NxCloud login URL: https://www.nxcloud.com/client/login

2.2.1 Log in to NxCloud and copy AccessKey and AccessSecret

After logging in to the NxCloud, go to [ Console-Homepage ], find the AccessKey and AccessSecret values and copy them.

Fill in the SaleSmartly-NxCloud integration pop-up window, as shown below.

2.2.2 Add NxCloud application

In the NxCloud [ WhatsApp-Customer Application ] > click the Add button > fill in the application name (customizable), Webhook, set the status to Enabled, and complete the application addition.

Among them, Webhook is obtained and filled in from the SaleSmartly background.

Get the Webhook in the SaleSmartly, as shown below. Copy it and fill it in the new application pop-up window above.

After successfully adding the application, copy the AppKey of the application.

Fill the copied AppKey into the SaleSmartly integration pop-up window. Now all fields have been filled in. Click the OK button to complete the NxCloud access.

2.2.3 Register WABA/Number in NxCloud

In the NxCloud, open the [ WhatsApp-Customer ] application page and click the list operation item Number to open the number list page, where you can perform embedded registration of Waba/numbers and add message templates.

In the SaleSmartly, click the Synchronize button to sync the latest Waba/number registered on NxCloud.

3. Integrate ChatApp business API number

3.1 Log in to Alibaba Cloud

First, register/log in to the Alibaba Cloud service (note that the account you are logging in to is an enterprise account): https://chatapp.console.aliyun.com/dychatapp/whatsapp/list

3.2 Click AccessKey Management

3.3 Create User

Click Create User > Fill in user account information > Check OpenAPI call access > Click OK.

3.4 Obtaining the AccessKey ID and AccessKey Secret

Click Copy to copy the AccessKey ID and AccessKey Secret.

Note: You need to save the AccessKey information in time. It can only be copied and obtained when it is created, so you need to save it carefully!

3.5 Authorization

Click Authorization > Add Authorization > Search and fill in the account you just created > Search for Chat in the permissions below > Check Read-only management and Manage ChatApp permissions > Click OK.

Authorization is successful.

3.6 Fill in the callback address

• Copy the corresponding callback address.

• Enter the Chat message service interface (you can enter this interface through the search above), click Channel Management > Click Channel Webhook Settings > Paste Notification Callback Address > OK.

• Click Channel Management > Click Webhook Settings > Paste the status report callback address and message uplink callback address > OK.

3.7 Fill in the key

Click ChatApp > fill in the AccessKey ID and AccessKey Secret obtained at the beginning > click OK, and the configuration is successful.

4. Integrate ITNIO TECH Business API Number

Please register ITNIO TECH first, fill in the corresponding information, and then add WABA/number through ITNIO TECH, which can be synchronized to SaleSmartly.

4.1 Fill in the registration form and log in to ITNIO TECH

First register/log in to ITNIO TECH service https://www.itniotech.cn/product/whatsapp/

4.2 Get API Key and API Secret

After successful login, you can get the API Key and API Secret on the homepage, click Copy, return to the integration interface and paste them to the corresponding location.

Return to the integration and paste it into the corresponding position.

4.3 Get APP ID

To obtain the AppID, you need to register a WhatsApp account. If your ITNIO TECH account has already registered a WhatsApp account, you can skip this step.

Click WhatsApp on the left > Click WhatsApp account after entering > Click Register WhatsApp account and follow the process to complete the account registration.

Note: Real-name authentication is required to register a WhatsApp account.

After registration is complete, you can obtain the App ID, copy and paste it to the corresponding location, click OK , and the integration will be successful.

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Last modified: 2026-06-07Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

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Messenger Utility Messages Guide

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How to Get Messenger Link

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Channel Analysis

Service Overview

Performance Report

Subscription

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Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

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How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

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Chat Plugin Integration

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Shopify

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OpenCart

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Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Introduction to Telegram Bot Channel Integration

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Access Guide

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Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

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ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

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Introduction to Email Channel Integration

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Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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How to Send Bulk WhatsApp Messages

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

How to Integrate Telegram Bot?

Practical Guide

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Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

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Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

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Practical Guide

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LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

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Access Guide

WhatsApp API Registration and Access Guide

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How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

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Development Docking

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SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

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### [Cloud API Number Access Tutorial](https://help-en.salesmartly.com/docs/cloud-api-number-access-tutorial)

Cloud API Number Access Tutorial

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Cloud API Number Access Tutorial

This article only explains and guides how to connect the Cloud API number to the SaleSmartly system. If you have not created a WhatsApp Cloud API number, you can go to the following link to query: Facebook Tutorial on Creating a WhatsApp Cloud API Number – SaleSmartly Help Center

1. Create an application

Open the Meta developer dashboard, https://developers.facebook.com/apps/create/. Select the "Business" type and create an app.

Fill in [App Name] and [App Contact Email], then click [Create App]

Business Management Platform Account - Select the BM number to be bound. One application can be bound to one BM number. The WABA account and number under the BM number will be synchronized to the SaleSmartly dashboard for chat integration and management.

After creation, under the application-control panel, select the WhatsApp product and click Settings.

Note: Official restrictions restrict that only FB developers registered with FB accounts registered with overseas numbers can see and use WhatsApp cloud API products (restricted in China).

2. Get application information

In Settings-Basic, open the basic information of the application created earlier and obtain the application number, application key, and BM ID.

Fill in the above application number, application key, and BM ID into the SaleSmartly dashboard-application configuration "AppId", "Secret," and "Bind BM number Id" respectively.

3. Add user permissions in BM

Open the FB business dashboard, https://business.facebook.com/settings/. Under the bound BM, click System User-Add, select "Administrator" identity, and click "Create System User".

If you are unable to create an "Administrator", please see below and use the "Create Staff" method.

Click the system user you just added, open the user details panel, and click "Add Asset".

In the pop-up window below, select the application you created earlier in "Select Assets", enable the "Manage Applications" permission, and click "Save Changes". Note that you must assign assets to the system user-administrator, that is, the corresponding cloud API application.

If Facebook BM cannot create an administrator system user, you can create a staff system user.

If an administrator is created, this step can be skipped.

After creation, you need to authorize all permissions in the WhatsApp account so that you can use it with staff permissions.

At this point, click the "Generate New Password" button.

Select Application, check the application created earlier, and click Generate Token.

Then check three permissions: business_management, whatsapp_business_messaging, whatsapp_business_management. After checking, click "Generate Password" again.

Copy the access token in the image below.

Paste the above access token into SaleSmartly dashboard - third party - Access third-party API number - Token.

4. Add information in the SaleSmartly to complete the binding

When "Appid", "Secret", "Token," and "Bound BM number id" are all filled in, click Next to access; when access is successful, the first 50 numbers under waba will be automatically pulled, and the numbers exceeding 50 will not be automatically pulled. You must manually click the synchronize number button. After the synchronization is successful, it can be used normally. Click Enable the corresponding number, and you can select the corresponding Cloud api number to import contacts, message broadcasts and chats.

Finally, in the Meta developer dashboard, https://developers.facebook.com/apps/create/, please be sure to switch the app you created earlier to the "Online" status (be sure to remember to launch the app).

At this point, the Cloud API number access has been completed.

PS: Learn how to create a number in Cloud API

Frequently asked questions

(1) Create an app prompt that says “You are temporarily prohibited from performing this operation”

Reason: There is something wrong with the FaceBook Business Manager (BM) account, please check.

(2) The requested content cannot be displayed at this time

Possible reasons: the content is temporarily unavailable, the link has expired, or you do not have permission to view it.

The app has been deleted or blocked, and the associated WhatsApp number has also been blocked. Try using a different FB number.

(3) The privacy policy URL is invalid

The scenario is to open the application mode: the developer online switch prompts that you must provide a valid privacy policy URL to put the app on the shelf. Please go to the basic settings and make sure the URL is valid.

Solution: Go to Basic Settings, fill in the privacy policy URL, save the changes in the lower right corner, and turn on the App Mode Developer Online switch again.

Warning: It is recommended that the website address be real and valid. It is better to have your own website address

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

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Word Library

Marketing

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Channel Analysis

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Performance Report

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Setup

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App Store

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Translation Tools

Differences between translation tools

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Third Party Service

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Project Management

Chat Settings

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Monitoring Logs

Custom Field Usage Guide

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NChannel Integration

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Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

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Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

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Amazon Mail (WorkMail)

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Introduction to Email Channel Integration

YouTube

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Instagram

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Practical Guide

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WhatsApp API

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Practical Guide

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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Slack

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VKontakte

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

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Practical Tutorials

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TikTok App Cloud Hosting

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Zalo App Cloud Hosting (Personal)

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LINE App Cloud Hosting

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Chat Plugin Integration

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How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

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Practical Guide

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Scene Tutorial

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Facebook Group Messaging & Recall Tutorial

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Practical Guide

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Email

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QQ Mail

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Gmail

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NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

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Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

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Practical Guide

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How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

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WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

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Zalo App  (Personal)

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WeCom

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Development Docking

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SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Video Tutorial

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Changelog

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

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How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

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Automation Getting Started Tutorial

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How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp Tutorial for Beginners](https://help-en.salesmartly.com/docs/whatsapp-tutorial)

WhatsApp Tutorial (Newbies Must Read)

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WhatsApp Tutorial for Beginners

1. WhatsApp Account Comparison

WhatsApp has three types of accounts: personal accounts, WhatsApp Business App and WhatsApp Business API.

2. How to Integrate WhatsApp Number to SaleSmartly?

2.1. Integrate WhatsApp App number

2.2. Integrate WhatsApp API number:

• Register Cloud API number for integration

Cloud API means directly contacting the official website and registering an account in the official dashboard. When registering, the FB account, developer, and BM information must all be overseas, making registration more difficult.

Charges: According to the official charging rules, actively sending template information is charged, and the specific fee is determined according to different regions and the content of the template information. If the customer initiates a conversation and replies with the API number, there is no charge.

Registration tutorial: Facebook tutorial for creating a WhatsApp cloud API number

Tutorial on connecting to SaleSmartly: Cloud API number connection tutorial

• Go to the official BSP registration number and integrate

You can register and create in the background of the officially designated BSP. You need to have a FB account and FB's BM. Currently, SaleSmartly supports access to four platforms: YCloud, ChatApp, NxCloud, and ITNIO TECH.

Fees: According to the official fee rules, the platform will charge a service fee. The service fees of each platform are different. You can check it on the official website of the platform. (SaleSmartly does not charge additional fees)

Tutorial on connecting to SaleSmartly: How to integrate WhatsApp Business API number

3. Introduction to Using SaleSmartly Number

Chat effect after SaleSmartly integration.

If the visitor's last message was more than 24 hours ago, only the template message content can be sent.

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Last modified: 2026-06-07Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

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Telegram App

TikTok App

Chat Plugin

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How to Set Member Permissions

How to Change Your Profile Avatar

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Automation Getting Started Tutorial

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Does SaleSmartly Support Refunds for Wallet Balances?

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How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Self-Service Registration of WhatsApp API Number](https://help-en.salesmartly.com/docs/self-registration-whatsapp-api)

Self-service registration of WhatsApp API number

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HomepageChannel IntegrationWhatsApp APIPractical GuideSelf-Service Registration of WhatsApp API Number

Self-Service Registration of WhatsApp API Number

Preparation:

Your WhatsApp business account requires the following information. Please be sure to prepare this information:

Your brand display name

Your company's legal name

Your company's official address

Log in with your FB account and use that account to configure your WhatsApp business account

A mobile number that is not registered with WhatsApp is used to receive the code

(Note that WhatsApp API will incur message fees, you can click here to view details)

Specific operations:

1. Go to [Integration] - [WhatsApp API] - [Self-service] - [Add number]

2. Click [Use Facebook Authorization]

3. Click to continue logging in as xxxx

4. Click [Get Started]

5. Select your Meta business account and continue

6. Select "Other" for the type. Website is optional, or fill in the niche website that can be accessed normally

7. Enter the number you have never registered for WhatsApp APP, select the verification method and continue

8. Enter the received verification code and continue

9. Click Add Payment Method/Finish

When you see the screenshots above, you have completed the self-service registration process for the WhatsApp API number.

Next, you need to wait for the official Facebook review number to be approved. The official Facebook review time is 24 hours. The specific details are subject to the official Facebook review, not SaleSmartly review.

After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system.

If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number and synchronize it to the SaleSmartly system

10. Check Facebook audit results

Please visit the following link: https://business.facebook.com/settings/people/

Frequently asked questions

1. Why is the self-registration number invalid in SaleSmartly/The number is still not displayed after the self-registration number authorization

The official error code for self-service registration can be found at: Embedded registration process error

(1) The number is still under review. Please refer to [ View Facebook Review Results ]

(2) After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system. If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number to synchronize it to the SaleSmartly system. For details, see: [ Self-service registration of WhatsApp API number tutorial ]

2. WhatsApp official returns the error reason

Please try again. If the problem still cannot be solved, please contact customer service.

Reason: This is the information for setting up credit control. Generally, the customer manually sets the currency in Facebook's WABA, so it cannot be bound to Alibaba.

Solution: You can only recreate a waba (WhatsApp Business API)

3. The number of phone numbers bound to this business account has reached the upper limit

You have reached the upper limit for the number of phone numbers associated with this business account. Please remove a phone number to continue, or request more phone numbers.

Solution: Please refer to step [Figure 1] in [ View Facebook Review Results ], and then delete the number in the following image location, as shown below:

4. We are unable to verify the Meta business account you selected

We are unable to verify the Meta business account you selected. Please return to the previous page to select another account, or go to the Meta Business Manager to resolve the issue.

Reason and solution: This means that your Facebook business management platform, the full English name (Facebook Business Manager), referred to as BM, has been officially banned. In this case, you can only change a BM.

5. This WhatsApp Business account does not have permission to add phone numbers to this account

Reason: This refers to your Facebook Business Manager platform, which is officially banned, and your Waba (WhatsApp Business API) is blocked.

Solution: Replace BM

6. Your business management platform has been banned from using advertising features, including app sharing

Reason and solution: Facebook's business management platform, the full English name (Facebook Business Manager), referred to as BM, has been blocked, replaced with BM.

7. Please try again at another time, or contact the support team to fix the problem

Reason: Facebook official issue. We also rely on Alibaba Cloud to create accounts, but Facebook's official may have temporarily restricted it due to technical reasons.

Solution: Change your WhatsApp number or try again at a different time

8. How can I break the 250 session limit in 24 hours for a self-registered number

Do company verification. Without company verification, there are 250 sessions. For details, see How to authenticate a company in Facebook Business Manager

9. I want to delete the self-service registration number. Where can I delete it

Go to the FB dashboard to delete. For specific steps, see: View Figure 4 in Facebook review results.

10. This phone number has been registered with an existing WhatsApp account

Reason: This number has already been registered as a WhatsApp app number
Solution: Change the number or unbind it from the existing account, then return to the current page and re-enter the number

11. SaleSmartly system data is being synchronized. Please try again after one hour

Solution: Facebook has limited your traffic. Try again after an hour.

12. You are no longer allowed to use Facebook products to run ads. You cannot run ads, manage ad assets, or create new ads or business accounts

Reason: Facebook account advertising permissions have been blocked. For details, click Facebook account overview to view.

Solution: Complain to Facebook to get unblocked or change the advertising account.

13. Display "This waba has been bound in other projects"

Reason: A waba can only be bound to one project, and a waba cannot be bound to two projects at the same time.

Solution: Transfer this number from the original project to the project that needs to be bound.

14. After clicking "Finish", a message will appear saying "Please try again. If the problem still cannot be solved, please contact customer service"

Reason: Click Finish to prompt an abnormal error
Solution:

1. Please try the self-service registration process again. Please refer to the tutorial on self-service registration of WhatsApp API number: Click to jump

2. Check whether the proxy is turned on. If so, you can switch to the global mode of the proxy. If it still doesn’t work, you can choose to turn off the proxy or switch to some other proxy lines.

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Last modified: 2025-05-20Powered by

Product Introduction

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Tutorials on Sending Mass Messages

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### [Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook](https://help-en.salesmartly.com/docs/facebook-create-whatsapp-cloud-api-number-tutorial)

Tutorial on how to create a WhatsApp Cloud API number from Facebook

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

This article mainly guides on how to create a WhatsApp Cloud API number for Facebook. For more information on how to connect the Cloud API number to the SaleSmartly system, please visit the following link: Cloud API Number Connection Tutorial – SaleSmartly Help Center

1. Register for Facebook Business Manager (BM)

Go to the link: https://business.facebook.com/ and select "Create an Account".

Fill in the BM name and email address, and select "Submit".

After submitting, a message will pop up saying “Please verify your email address”, click “Finish”.

Go to your mailbox, receive the message, and click on verification.

2. Create a Facebook developer account

Go to the link: https://developers.facebook.com/?locale, open Meta for Developers, and select "Get Started Now".

Create a Facebook developer account and select "Continue".

Select your country/region, enter your mobile number, click "Send verification SMS", and receive the SMS verification code.

Note: You can use a number that was previously used by the Tool.

Enter the verification code you received via SMS and select Continue.

Check that the email address is correct and tick the box to agree to receive marketing-related electronic communications from Facebook, including developer news, updates, and promotional emails. Then select "Verify Email".

Select "Other" for identity, and then select "Complete registration."

Select Create Application to create an application.

3. Create a Facebook App

Go to the link: https://developers.facebook.com/apps/create/ and open the Meta developer dashboard.

Select the "Business" type, then scroll down to create an application.

Business Management Platform Account - Select the BM number to be connected. One application can be bound to one bm number. The WABA account and number under the BM number will be synchronized to the SaleSmartly dashboard for chat integration and management.

After creation, under the application control panel, select WhatsApp and click Settings.

(Please note! If the entry you applied for does not have this WhatsApp product, the reason is that: FB personal account area and the BM area must not be in mainland China

To change the BM region, please visit: https://business.facebook.com/settings/people/ Business Information-Edit, as shown below, and then recreate the application.

To change the region of your FB account, please visit your homepage: https://www.facebook.com/profile.php?

4. Create a WhatsApp Business Account (WABA) number on Facebook

Select "Quick Start" and click "Continue".

Select "Get Started", scroll down to the end, and select "Add Number".

Enter the "BM name", "country" and "US domain name that can open the homepage", and select "Next".

Select "Other" from the Business Category drop-down list.

Click Next.

Enter your phone number (you can choose any country or region for the number, the United States is generally recommended), select "Receive SMS", and click Next to verify.

After successfully entering the SMS verification code, you will be able to view the corresponding phone number and WABA ID.

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Last modified: 2026-06-07Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

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Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

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How to Integrate WhatsApp Business API with Third-Party Platforms

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Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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How to Integrate WeChat Customer?

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WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

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How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

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Access Tutorial

How to Integrate WhatsApp App Devices

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WhatsApp Integration Guide for Beginners

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FAQ

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Facebook Messenger

Telegram Bot

Email

Instagram

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TikTok App

Chat Plugin

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

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How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

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Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

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### [Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them](https://help-en.salesmartly.com/docs/whatsapp-api-account-ban-reasons-are-summarized)

Summary of Reasons Why WhatsApp API Accounts Get Banned (And How to Avoid It)

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HomepageChannel IntegrationWhatsApp APIScene TutorialWhy WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

1. Introduction

This article mainly introduces why WhatsApp API accounts are banned, helping you carry out subsequent marketing and other actions better.

SaleSmartly will not be held responsible if the business account or phone number is blocked during your use due to sending illegal messages.

2. Top Reasons for WhatsApp API Account Bans

The following will introduce the most common reasons for banning.

2.1. Multiple reports in a short period

In addition to automatic detection by the system, another indicator that determines whether to block you is likely to be reported by your contacts. If you keep sending messages that others don't want to receive or see, it will greatly increase the chances of your contacts reporting you. WhatsApp will use AI technology and user-reported data to detect and disable accounts that send automatic messages, automatically create accounts or groups without authorization.

There are many reasons for being reported, such as: the message/template you sent made the other party feel that you were harassing them, or you sent too many messages in a short period, etc. In short, one of the reasons why your account was banned is: it was reported by many people in a short time.

2.2. Using copyrighted or duplicate images

Please be careful not to upload infringing images, otherwise, there will be a risk of your account being blocked. Please do not set the same avatar for accounts in batches, as this will also cause suspicion of being detected.

2.3. Mass messaging or automation abuse

Another landmine is sending messages automatically or in large quantities in a short period. Using third-party software to automatically send a large number of messages can easily be detected by the system, so be sure to avoid doing this. Do not try to use WhatsApp to send a large number of messages, automatic messages, or automatic calls. Do not manually send the same promotional message to different contacts. If your account is blocked, it will be "more haste, less speed."

2.4. Messages containing obvious advertising

One of the easiest landmines to step on is trying to send messages that contain advertising. Merchants will inevitably want to sell advertisements directly, print out the information they want to promote, and send it to customers everywhere. However, if it contains too many links or the advertising message is too obvious, it will be easily caught by the system and blocked.

2.5. Violation of WhatsApp Terms of Service

Posting fake news, hate speech, engaging in illegal, threatening, intimidating, hateful and racial or ethnic discrimination behavior are all violations of WhatsApp's terms of service. If you want to know more about WhatsApp's terms of service, you can click here.

2.6. Long-term non-use or use of false information to register a Facebook account may result in the account being blocked

To prevent being blocked and unable to log in to Meta Business Manager, please follow the following suggestions when using Meta services:

When registering a Facebook account, please upload a real profile picture and fill in as much of your personal information as possible.

Keep logging into your Facebook account once a week and perform any operations on the page to maintain account activity.

If you do not log in to your Facebook account for a long time, the system will consider it no longer in use and block it. Once blocked, it cannot be unblocked. Before your Facebook account is blocked, an email will be sent to the email address you provided when registering for the account. Once you receive a reminder email, please log in to your Facebook account as soon as possible and visit the page.

Set up multiple administrators in Meta business settings to provide assistance when an account cannot log in. The path to add is Meta business settings-Users-Individual users, click Invite users on the right side of the page.

3. Prevention Tips

3.1. When sending group template messages, please ensure that the message complies with the WhatsApp Business Policy and Commercial Policy. If the template content is not compliant, it may also lead to account suspension during review.

Additionally, the following industries are prohibited on this platform: real, virtual, or counterfeit currencies (e.g., ICOs, binary options), payday loans, wage advances, P2P loans, debt collection, and bail bonds.

3.2. Before submitting the template, please try passive chatting for 3-5 days (i.e., the visitor actively sends messages to the WS account). Directly applying for the template or sending group messages may easily lead to the new account being blocked.

3.3. Only send messages to users who have chosen to receive messages from you. Pay attention to the frequency of message sending and avoid sending too many messages to customers every day.

3.4. Please do not upload infringing images, otherwise, there will be a risk of the account being blocked.

3.5. Stop sending out hard-hitting promotional messages!

There are many ways to promote your products. You don't have to directly take out the product or price tag to let customers pay. If you forcefully promote your products, it will easily make people hate you and cause them to report your account. You might as well make the information you want to promote more humane, such as showing concern for customers during major festivals, or chatting with customers like friends to understand their needs. This may help increase customer loyalty!

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Introduction to Facebook (Messenger) Channel Integration

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Facebook Group Messaging & Recall Tutorial

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How to Integrate WhatsApp Business API with Third-Party Platforms

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WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

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WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

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How to Integrate Telegram App Devices?

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How to Integrate TikTok App

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How to Integrate Zalo

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How to integrate LINE App Cloud Hosting for personal accounts?

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How to Edit and Add Chat Plugin?

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Introduction to Facebook (Messenger) Channel Integration

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How to Receive Permissions and Invite Other Administrators in Facebook BM

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Introduction to LINE Channel Integration

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How to Integrate WhatsApp Business API with Third-Party Platforms

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Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

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How to Use the API

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Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Create & Optimize WhatsApp API Message Templates for Broadcast](https://help-en.salesmartly.com/docs/whatsapp-api-bulk-sending-templates)

WhatsApp API group messaging template application

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How to Create & Optimize WhatsApp API Message Templates for Broadcast

You can add your template in [Marketing] – [Message Templates] - [WhatsApp API Template].

If your submitted WhatsApp template is not accepted, you can try the following methods:

1. Use Dynamic Variables in Templates

When creating a template, in addition to directly putting the text into the "Content", you can also use the "Parameters" function to change your keywords.

As shown in the figure below, you can add a "parameter" in the copy. After the keywords in the "parameter" are reviewed, you can change the "parameter" content to the keywords you actually need to send when sending.

When sending, go to  [Marketing] – [Mass Message] – "Create Plan", select the WhatsApp API channel, filter the audience, and select "Template Message" in the content type. Select a template with "Parameters", and you can directly change the original "Parameters" in the red box to the information you need, and then send the message to the group.

2. Trigger Ads via Automation & Quick Replies

This method requires the use of the "automation" function in the software. You can use the "quick reply button" in the template, such as the "Yes" and "No" quick reply buttons in the picture below. And trigger it through keywords in "automation" and configure real advertising information. When the customer clicks the "quick reply button", the "automation" keyword triggers the automatic reply to the real advertising content.

Tutorial on using Automation: /docs/AnqfdJ

The test example is as follows:

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Last modified: 2025-12-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Link Credit Cards to WhatsApp Business Accounts via Meta](https://help-en.salesmartly.com/docs/whatsapp-credit-card-binding-process)

How to Link Credit Cards to WhatsApp Business Accounts via Meta

Search...

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HomepageChannel IntegrationWhatsApp APIScene TutorialHow to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Link Credit Cards to WhatsApp Business Accounts via Meta

1. Access Meta Business Suite

Go to your FB management page at: https://business.facebook.com/settings/whatsapp-business-accounts

2. Add Payment Details

In the BM administrator, enter the WhatsApp Account management and enter the payment settings page.

After entering the page, click on Add Payment Method.

3. Enter Credit Card Details

You need to add credit card information. It is recommended to fill in the information outside the United States

4. Manage Multiple Accounts

If there are multiple WhatsApp Accounts that need to be linked, you can click on the upper right corner to switch to quick connection.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Manage WhatsApp Message Templates](https://help-en.salesmartly.com/docs/whatsapp-message-template-management)

WhatsApp message template management

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationWhatsApp APIScene TutorialHow to Manage WhatsApp Message Templates

How to Manage WhatsApp Message Templates

You can add your template in [Group Plan] – [WhatsApp API Template] – Add New Template. If the WhatsApp template you submitted is not approved, you can try the following methods.

1. Submit templates using variables

When creating a template, in addition to directly putting the text into the "Content", you can also use the "Parameters" function to change your keywords.

As shown in the figure below, you can add a "parameter" in the copy. After the keywords in the "parameter" are reviewed, you can change the "parameter" content to the keywords you actually need to send when sending.

When sending, go to [Mass Message] – [Create Plan] – [Filter Audience] – Select the template in the content to be sent.

Select a template with "parameters" and then directly change the original location for filling in the "parameters" in the red box to the information you need for group messaging.

2. Use official copywriting to guide users into the system and send automated real ads

This method requires the use of the "automation" function. You can use the "quick reply button" in the template, such as the "Yes" and "No" quick reply buttons in the picture below. And trigger it through keywords in "automation" and configure real advertising information. When the customer clicks the "quick reply button", the "automation" keyword triggers the automatic reply to the real advertising content.

Tutorial on using Automation: /docs/AnqfdJ

Share this Article

Previous

How to Link Credit Cards to WhatsApp Business Accounts via Meta

Next

How to Send Bulk WhatsApp Messages

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

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How to Integrate Line App (Personal Account)

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How to Integrate Zalo

WeCom

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A Complete Guide to Master Webhooks

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Cooperative Promotion

Partner Program – New User Registration Guide

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Facebook Messenger

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

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How to Change Your Profile Avatar

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Automation Getting Started Tutorial

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Does SaleSmartly Support Refunds for Wallet Balances?

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How to Change My Account Password?

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Notice on Migration from AI Corpus to AI Knowledge Base

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### [How to Send Bulk WhatsApp Messages](https://help-en.salesmartly.com/docs/mass-message-of-whatsapp)

How to Send Bulk WhatsApp Messages

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How to Send Bulk WhatsApp Messages

1. Introduction

You can send group messages to WhatsApp users, and support sending message templates to customers in WhatsApp channels whose session time exceeds 24 hours. After sending a message template, you can also view the data related to the number of people who planned to send it, the number of people who have sent it, the number of people who successfully sent it, and the number of people who failed to send it, as well as view the details of the planned sending.

2. Features

2.1 WhatsApp App Group Message

(1) In [Group Plan] - [Mass Message], click "Create Plan", select the channel "WhatsApp App", and click "OK".

(2) Enter the name of the mass messaging plan, click "Filter" to select the customers to whom you want to send mass messages, and then click "Confirm".

Note: If there is no audience, you can import it in [Customer] - [Customer List].

(3) Enter the content to be sent: You can create group text, pictures or attachments here. You can also select "Insert system variables" (name, phone number, email address) and "Alternative text" (when the contact does not have a field value for the selected system variable, the alternative text will be displayed).

(4) Select the sending frequency. The group messaging plan supports sending multiple messages within 3-120 seconds.

(5) Select the sending time and set the mass sending time by yourself so that you can plan your marketing plan. After setting, click "Confirm" and the plan will be successfully created.

2.2 WhatsApp API number group messaging

(1) In [Group Plan] - [Mass Message], click "Create Plan", select the channel "WhatsApp API", and click "OK".

(2) Fill in the name of the group messaging plan and filter the audience (same as WhatsApp App).

(3) Select the type of message content to send. The WhatsApp API number supports the use of WhatsApp templates or the sending of non-template messages to visitors who have interacted within 24 hours. You can directly send text/image/attachment messages to customers who have interacted with you in the past day to wake them up. If the visitor responds, a new 24-hour conversation window can be opened without deducting the official message template conversation fee, thus reducing your marketing costs. You can also enter a number for testing before sending a group message.

Note: You can manage templates or add new templates in [Group Plan] - [WhatsApp API Template].

(4) Select the sending frequency and time and send.

3. Check the Effect of Group Messaging

After sending a group message, you can view the effect of the bulk message in [Group Plan] - [Mass Message], such as the planned number of people to send messages, the number of people who successfully sent messages, the delivery rate and other data, so that merchants can grasp the reach effect of each message, so that each message can be traced, helping merchants to quickly understand the marketing effect of messages, continuously iterate content, and improve marketing conversion efficiency. Click "Insight" in the group message plan to view the sending effect of a single plan, and view the following information:

(1) Basic information: record the group messaging plan configuration information and preview the original plan content.

(2) Delivery effect: Merchants can see the details and effect of message delivery. For example, by clicking on the "Planned number of people to send" area, merchants can see the original planned delivery of the message. By clicking on the "Number of people sent" area, merchants can see the details of the messages sent and the delivery ratio, and check whether there is any discrepancy with the original planned number of people to send.

(3) Click to view the conversation:

4. Frequently asked questions

(1) When I selected the customer, I checked the box next to "Name" and selected the customer. However, when I exported the customer information, I only saw 20 customer records instead of all the customer records. Why?

A: If you want to check all customers, you can click "Check all XX customers" at the bottom to select all customers. Checking the box next to "Name" only selects all customers on a certain page, not all customers. The detailed check function description is as follows:

① If you only need to select a small number of specific customers, just check the [checkbox next to the user's name];

② If you need to select customers on a certain page, check the box next to "Name";

③ If you need to select all customers, click [Check all XX customers] at the bottom.

(2) How to add WhatsApp templates?

A: You can manage templates or add new templates in [Group Plan] - [WhatsApp API Template]. Before submitting a template, please try passive chatting for 3-5 days (i.e., visitors actively send messages to WS accounts). Directly applying for templates or sending group messages may easily lead to the new account being blocked. When filling in the template, you can refer to the official template examples to increase the probability of passing the template review: https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines

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Product Introduction

Chat

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Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

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Using AI to Make Chatting More Convenient

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Quick Start: Customer Management

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Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

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Messenger Marketing Messages Guide

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Customer Privacy Encryption Display Introduction

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Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

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How to Access Social Media Chat Channels?

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How to Access Social Media Chat Channels?

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How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

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Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Telegram Bot?

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How to Connect Your YouTube Account?

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How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

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NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

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Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

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Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

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TikTok Business Account

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WhatsApp App Devices (Personal)

Access Tutorial

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WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

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How to Integrate Line App (Personal Account)

Zalo App  (Personal)

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WeCom

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How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

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A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp API Costs: Pricing Structure & Fees](https://help-en.salesmartly.com/docs/official-whatsapp-api-fee-description)

Official WhatsApp API Fee Explanation

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WhatsApp API Costs: Pricing Structure & Fees

This article mainly explains the fees related to the WhatsApp API.

1. Conversation-Based Pricing

Businesses using the WhatsApp Business Platform are charged per conversation, which includes all messages exchanged within a 24-hour session. Learn more about WhatsApp Business billing.

How it works

WhatsApp Business Platform conversations are divided into two categories, with different pricing:

• User-initiated conversations: Conversations initiated in response to user messages. Each time a merchant responds to a user within the 24-hour customer service window, the corresponding message is counted as a user-initiated conversation. Merchants can send any type of message during this 24-hour customer service window.

• Merchant-initiated conversation: A conversation initiated when a merchant sends a message to a user outside the 24-hour customer service window. In a merchant-initiated conversation, a message template must be used for the message.

We count all conversations within a fixed 24-hour session period. A conversation begins when the first merchant message is delivered, regardless of whether the conversation is initiated by the merchant or in response to a user message. Merchants and users can send any number of messages (including template messages) to each other during the 24-hour conversation period at no additional cost. Fees are incurred only once per 24-hour conversation period.

The cost of a conversation is based on the user's country code. A user in this context is a customer communicating with a business. The rates for business-initiated conversations and user-initiated conversations vary by country or region.

Reference: Official USD Price List

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp Marketing Message Lite (MM Lite API)](https://help-en.salesmartly.com/docs/whatsapp-marketing-lite)

WhatsApp Marketing Message Lite (MM Lite API)-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationWhatsApp APIScene TutorialWhatsApp Marketing Message Lite (MM Lite API)

WhatsApp Marketing Message Lite (MM Lite API)

1. Introduction

This article mainly introduces the Marketing Messages Lite API (MMLite) function of Meta, so that you can understand how to enable and use it.

2. Introduction to MMLite

1. What is MMLite

Marketing message Lite API ("MM Lite API for short") is Meta's latest interface for sending WhatsApp marketing template messages. Through this API, companies will be able to leverage Meta's optimization technology on its advertising platform to send marketing messages through Meta's series of business information products, and improve the effectiveness of marketing messages through Meta's platform advertising capabilities. Meta plans to improve this function on Messenger, WhatsApp, and Instagram platforms in the future.

2. Comparison between MMLite and Cloud API

No frequency restrictions: Services that deliver relevant/high-quality messages to users will not be affected by temporary frequency restrictions.

Better delivery rate: MM Lite API will have a higher reach and reading rate in official calculations. Marketing messages sent through MM lite API will go through Meta's advertising system, which will help you reach customers who prefer to receive marketing messages in your activities, thereby improving the performance of your marketing activities.

Marketing data tracking: Messages sent through the MM Lite API will see data in your advertising system.

3. Use of MMLite

To use MMLite, you need to select a number in salesmartly to apply for authorization and activation. After activation, the marketing template messages sent by this number will be automatically sent through the MMLite interface without manual selection. The marketing templates sent by MMLite are consistent with the Cloud API and do not need to be adjusted (other types of templates are still sent using the Cloud API)

1. Apply for authorization in integration

Enter the salesmartly whatsapp api integration, and click Apply for Authorization MMLite for the third-party numbers registered through the salesmartly app

2. Log in to Facebook Business Management Backend and agree to authorization

Log in to the Meta Business Suitefacebook backend with a WABA administrator account, click Settings to select the request list, and you will see the salesmartly request among other requests. After clicking Accept, you can see that the authorization is successful in the salesmartly integration.

3. Start sending marketing template messages

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Last modified: 2025-05-28Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Integrate WeChat Customer?](https://help-en.salesmartly.com/docs/How-to-Integrate-WeChat-Customer-Service)

How to Integrate WeChat Customer?

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HomepageChannel IntegrationWeChat Customer ServiceAccess TutorialHow to Integrate WeChat Customer?

How to Integrate WeChat Customer?

1. Introduction

By integrating WeChat customer service, companies can directly and visually operate WeChat public accounts on the SaleSmartly platform, communicate with customers in real time, and provide better customer service.

Integrate WeChat customer service functions on the SaleSmartly platform, including WeChat customer service access configuration, sending and receiving messages, chatting with customers, and other operations.

2. Step-by-Step Guide

2.1. Authorize WeChat for Business

In [ Integration-WeChat Customer Service ], click Authorize an existing WeChat account.

If you don’t have WeChat Work yet, you can register by going to the following link: https://work.weixin.qq.com/wework_admin/register_wx

After clicking the authorization button, the WeChat Enterprise QR code scanning page will open. Please open the WeChat Enterprise APP to scan the QR code for authorization (please be sure to use WeChat Enterprise- Super Administrator identity to scan the QR code).

After scanning the code successfully, you will be redirected to the WeChat authorization page. You need to click the Agree Authorization button and wait for 3 seconds before being redirected back to the SaleSmartly system page. At this point, you have successfully integrated WeChat customer service in SaleSmartly.

2.2. Create a WeChat customer service account

After the authorization is completed, SaleSmartly will generally automatically create a new customer service account for you in the background. You can modify, use or delete the account according to your needs.

When testing the chat, please enable the customer service account first > then click Get Link to get the chat link/QR code of the customer service account > use WeChat APP to scan the code > initiate a chat test as a visitor.

You can create a new customer service account yourself or simultaneously pull the WeChat customer service account you created in the WeChat Enterprise Management dashboard

2.2.1 Create a new customer service account

Click Create New Customer Service Account > Upload the WeChat customer service account avatar > Enter the account name > Click Confirm, and the WeChat customer service account will be created successfully.

2.2.2 Synchronize WeChat customer service account in the enterprise dashboard

• Enter the enterprise WeChat management dashboard ( https://work.weixin.qq.com/wework_admin/loginpage_wx ) > click [ Application Management-WeChat Customer Service ] > enter the WeChat Customer Service application details page, scroll to the bottom of the page > and click to authorize a third-party application.

• On the Authorize Third-Party Apps page, find SaleSmartly, click Edit > in the action bar and select the corresponding customer service account for authorization.

• After successful authorization, return to the SaleSmartly dashboard > click the sync button at the top of the customer service account list > after clicking, the system will automatically pull the authorized WeChat customer service account.

3. Get the customer service link

After you create/synchronize a WeChat customer service account in WeChat customer service, click Get Link to obtain the customer service QR code and customer service link. Visitors can communicate with you through this customer service QR code or customer service link.

You can send and receive visitor messages in the SaleSmartly and answer visitors' questions.

4. Notes

If your corporate WeChat account is not a certified enterprise or is not bound to a video account, the official restrictions are as follows:

• When the enterprise has not completed the entity verification, WeChat customer service can only receive a total of 100 customers. At the same time, only 10 customer service accounts can be created. After the enterprise is authenticated, it can continue to create customer service accounts.

• When the enterprise has been verified but not bound to a video account, WeChat customer service can receive 100 customers per day.

• When the enterprise has been verified and bound to a video account, there is no limit on the number of customers that WeChat customer service can receive.

How to bind the video account to WeChat for Business? You can check the official tutorial: https://open.work.weixin.qq.com/help2/pc/17940

Frequently asked questions

1. It shows that the authorization is successful, but no authorization is received.

(1) You need to scan the QR code with the super administrator for authorization.

(2) Please delete the app and reauthorize it.

(3) Confirm whether it is authorized for another project. For example, if it is a SaleSmartly project registered with WeChat for Business, you need to unbind it from the original authorized project and then re-authorize it.

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Last modified: 2026-05-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WeChat Customer Service Integration: Features & Workflow Meta Description](https://help-en.salesmartly.com/docs/relevant-functions-of-wechat-customer-service-channel-integration)

Introduction to WeChat customer service channel integration related functions

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WeChat Customer Service Integration: Features & Workflow Meta Description

1. Introduction

This guide walks you through  [ Integration-WeChat Customer Service ] on SaleSmartly, enabling centralized management of conversations, account settings, and team collaboration.

2. Features

2.1. Authorize the corporate WeChat account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize an existing WeChat account to integrate your WeChat account. For detailed procedures, please refer to How to integrate WeChat account?

2.2. Smart search bar

Click the search bar at the top to search based on the customer service WeChat account name, notes, and opening status, helping you quickly find the WeChat customer service account.

2.3. Create a new customer service WeChat account

If your corporate WeChat does not have a WeChat customer service account, you can create multiple WeChat customer service accounts to help you answer multiple conversations.

To create your corporate WeChat customer service account, click Create Customer Service Account, fill in the account name, and click OK to create it successfully.

If your corporate WeChat already has a WeChat customer service account, you can click Synchronize to synchronize the customer service account and contact information with one click.

2.4. Activate WeChat customer service account

Once you create a WeChat customer service account, you can manage your multiple corporate WeChat information sessions on the SaleSmartly platform for one-stop chat .

You don't need to switch accounts repeatedly to check new messages from visitors, which helps you reply to visitor messages more easily and quickly. Just turn on the enabled status to receive information in real time.

2.5. Add customer service-configure customer service

After integrating WeChat Work into Salesmartly, you can configure customer service for your WeChat Work customer service account to facilitate the management of conversations generated under the account.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service> Check the members you want to configure to this homepage > Click OK.

2.6. Edit

You can modify your customer service WeChat account information on the edit page.

Click Edit > Modify Content > Click OK.

2.7. Get links

The WeChat Enterprise channel supports obtaining a link to a customer service account, which you can share on various websites. Visitors can click on the link to establish a conversation with the customer service account.

Click Get Link > to get the customer service link in both QR code and link formats.

2.8. Authorization settings

If you want to change your corporate WeChat, you can unbind the current corporate WeChat in the authorization configuration interface. After unbinding, you can re-authorize the new corporate WeChat.

Click on the authorization configuration in the upper right corner > click on Deauthorize > go to WeChat Enterprise, in the WeChat Enterprise background.

Click App Management > Find SaleSmartly and click Delete App to unbind.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Common Reasons for WeChat Customer Service Channel Integration Failure](https://help-en.salesmartly.com/docs/wechat-customer-service-cause-of-failure)

Common Reasons for WeChat Customer Service Channel Integration Failure-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationWeChat Customer ServicePractical TutorialsCommon Reasons for WeChat Customer Service Channel Integration Failure

Common Reasons for WeChat Customer Service Channel Integration Failure

Issue 1: Check if SaleSmartly is authorized in the WeCom (WeChat Work) App Management section

If not, go to Add Third-Party App, enter "SaleSmartly," and add it.

Issue 2: Check if the account used for scanning the WeCom authorization QR code is a Super Admin

In the App Management section, see if the WeChat Customer Service app is listed. If it's missing, the account that authorized WeCom is not a Super Admin.

If that’s the case, ask the WeCom Super Admin to go to WeCom > My Company > Permission Management and transfer or assign the required permissions.

Issue 3: Check if the WeChat Customer Service app is enabled, and whether the third-party authorization at the bottom is turned on

Click Authorize to Third-Party App, then click Authorize Customer Service Account, and select the corresponding account to complete the setup.

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Last modified: 2025-07-11Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate Slack?](https://help-en.salesmartly.com/docs/integrate-Slack)

How to Integrate Slack?

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HomepageChannel IntegrationSlackAccess TutorialHow to Integrate Slack?

How to Integrate Slack?

1. Introduction

Integrate your Slack workspace with SaleSmartly to streamline team collaboration, manage customer conversations, and automate alerts.

2. Step-by-Step Guide

The integration steps are as follows:

① Click "Auth Account" to jump to the Slack system.

② Enter the Slack page, enter the existing workspace, and click Continue.

③ Select/enter your Slack account and log in.

④ After logging in, jump to the authorization page and click Allow to complete the authorization.

After successful authorization, you will be automatically redirected to SaleSmartly and can start chatting.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Slack Integration: Core Features & Automation Setup](https://help-en.salesmartly.com/docs/slack-integration-related-functions)

Slack channel integration related features

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HomepageChannel IntegrationSlackPractical TutorialsSlack Integration: Core Features & Automation Setup

Slack Integration: Core Features & Automation Setup

1. Introduction

This guide explores the [ Integration - Slack ] channel on SaleSmartly, enabling seamless team collaboration, automated workflows, and centralized customer support.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search by account name or email address, helping you find your account quickly.

2.2. Authorized account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Account to integrate your Slack account. For detailed procedures, please refer to How to integrate Slack?

2.3. Add customer service-configure customer service

After integrating Slack into Salesmartly, you can configure customer service for your bot and manage your Slack account conveniently.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.4. Editing Automation

In addition, you can also configure the created automated processes for your Slack account to implement scenarios such as automatic replies and customer recalls.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

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VKontakte

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

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WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

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How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

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How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

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SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate VKontakte (VK) Community](https://help-en.salesmartly.com/docs/vkontakte-community-integration)

How to integrate VKontakte community

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HomepageChannel IntegrationVKontakteHow to Integrate VKontakte (VK) Community

How to Integrate VKontakte (VK) Community

1. Introduction

After integrating the VKontakte community into SaleSmartly, you can view and reply to VKontakte community private messages and group chat messages in SaleSmartly. You can also use SaleSmartly for automated services, group messaging, and customer management.

2. Step-by-Step Guide

2.1. Add Community to SaleSmartly Integration

Select VKontakte in the SaleSmartly integration menu. Once you are in the VKontakte integration list, click Add Community to start the integration. We will connect to the VKontakte community API to access community private messages and group chats. Follow the instructions to complete the community API connection.

2.2. Select VKontakte community and complete API settings

2.2.1 Enter the VKontakte Community API settings page

(1) Click the link to log in to your VKontakte account (https://vk.com), click Community on the left to enter the community list, select a community you can manage to enter the community page (if you do not have a community, click Create a community to enter the community page).

(2) On the community page, click Management to enter the settings page. On the settings page, click the API menu on the right to enter the API settings page.

2.2.2 Create a community API access key and fill it in SaleSmartly

(1) On the API settings page, click Create Access Key. It is recommended that you select all permissions to avoid abnormal community messages due to permission issues.

(2) The first creation will prompt that the creation failed. You need to click "Go to VK ID" to enable two-factor authentication.

(3) After the key is successfully created, please copy and fill it in SaleSmartly.

2.2.3 Set up the Callback API to generate a server connection in SaleSmartly

(1) On the Community API Settings page, click Callback API, click the activity type, and check the message permissions (please check all, otherwise you will not be able to receive messages).

(2) Click Server Settings to set the key, copy the information to SaleSmartly, and click OK in SaleSmartly to create the connection.

2.3. Verify and connect SaleSmartly in VKontakte

2.3.1 VKontakte fills in the server link and confirms

(1) Fill in the server link generated by SaleSmartly into the VKontakte server address and click Confirm.

(2) Click OK and the message "Server URL saved successfully" will appear, indicating that the connection has been completed.

2.3.2 Click "Confirmed in VK" on SaleSmartly to successfully link

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Last modified: 2025-08-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

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Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

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ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

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XShoppy

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Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

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GoDaddy Business Email

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NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

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Introduction to Instagram Channel Integration

LINE

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Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

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WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

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Practical Tutorials

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Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

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Personal WeChat / Corporate WeChat

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WhatsApp App Cloud Hosting

Access Tutorial

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Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

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TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

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TikTok Business Account

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WhatsApp App Devices (Personal)

Access Tutorial

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Practical Tutorials

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WhatsApp App Device (Protocol Number)

Access Tutorial

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Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

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LINE App Devices (Personal)

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Zalo App  (Personal)

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WeCom

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Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

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Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to integrate TikTok business account?](https://help-en.salesmartly.com/docs/tiktok-business-integrate)

How to integrate TikTok business account?-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageChannel IntegrationTikTok Business AccountHow to integrate TikTok business account?

How to integrate TikTok business account?

1. Function Introduction

After integrating TikTok business accounts into SaleSmartly, you can view, reply to, and comment on TikTok business account private messages in the SaleSmartly backend. You can also use SaleSmartly for automated services, group messaging, and customer management.

Note: According to TikTok's official policy, accounts in the United States, the United Kingdom, Switzerland, and the European Economic Area are temporarily not authorized for use!

2. Operation process

1. Authorize your account in the SaleSmartly integration

Before authorizing the account, please make sure that the TikTok account has been upgraded to a business account. If it has not been upgraded, you can log in to the TikTok account settings and change the account type to a business account!

Select TikTok Business Account in the SaleSmartly integration menu. After entering the TikTok Business Account integration list, click Add Account to start the integration. We will complete the account access by connecting to the TikTok Business Account API.

2. Click Authorize to agree to the authorization

3. After agreeing to the authorization, the integration will be successful

After turning on private messages and comments in the integrated TikTok business account, new messages and comments will be replyable in the online chat.

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Last modified: 2025-06-04Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate WhatsApp App Devices](https://help-en.salesmartly.com/docs/whatsapp-personal-cloud-integration)

How to Integrate WhatsApp App Devices

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HomepageChannel IntegrationWhatsApp App Devices (Personal)Access TutorialHow to Integrate WhatsApp App Devices

How to Integrate WhatsApp App Devices

1. Introduction

Integration with the WhatsApp App allows businesses to directly manage and operate their own WhatsApp App pages in real time through SaleSmartly, providing unified multi-channel communication services with customers.

2. Step-by-Step Guide

First, you need to make sure that your account has the number of WhatsApp App Cloud device numbers.

2.1. Add a device

Click [ Integrate ] - [ WhatsApp app ] and then click [ Add device ] , [ Select IP region ], and then click [ OK ]. If you need an IP in other regions, please contact us.

Please note: Select the area where you frequently log in to WhatsApp app or a nearby area . If you have your own proxy IP, you can click ⑥[ Set Proxy ] IP in the picture on the right.

2.2. Scan the QR code

Follow the path instructions on the left side of the picture below and use the WhatsApp App on your mobile phone to scan the pop-up connection QR code to successfully connect.

2.3. Use the phone number to link

Frequently asked questions

1. The number of WhatsApp app devices is 0/1. Why does it say that the number has reached the upper limit when I click Add device?

You can check the number status. The current logic is: valid/invalid/unconnected/configured numbers will occupy the number of device numbers. You can check and delete invalid numbers, and then try to add devices.

2. Why is my WhatsApp app device number status invalid?

2.1 Check the number status on the mobile app to see if it is normal, and check whether the connected device has exceeded the limit (you can use WhatsApp on up to four connected devices at the same time). For details, please refer to the official WhatsApp App "About WhatsApp connected devices."

2.2 It is possible that other SaleSmartly accounts are also connected to the device, causing your number status to become invalid.

2.3 The connected device will be automatically disconnected after 30 days of inactivity. If you do not use your phone for more than 14 days, the connected device will be logged out.
For more information, please refer to the official documentation: About WhatsApp connected devices

2.4 If none of the above conditions apply, there may be an exception that has caused your device to be logged out. For details, please refer to the official document: "If your WhatsApp shows 'Your device is logged out'"

2.5 WhatsApp App account blocked.

2.6. Ensure the VPN node region on your mobile device matches the selected region in SaleSmartly. If the exact node isn’t available, choose the closest region or configure a custom proxy. For example, if your mobile VPN is set to Hong Kong but SaleSmartly uses the UAE region, frequent disconnections may occur. Resolve this by aligning both settings to the same node (e.g., Hong Kong).

3. WhatsApp App sync contacts and chat history logic

Note

Not all messages and chats are synced to linked devices from your phone. WhatsApp Desktop syncs more message history than WhatsApp Web. To see or search your full history, check your phone. For details, see the official document: Click here

Contacts/chat history synchronization:

After the first integration of WhatsApp app, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [ Customer List ].

No matter how many contacts you sync, not all chat histories will be synced.

If you need to synchronize all contacts, please contact us. (Whether all contacts can be synchronized depends on the data returned by the official)

4. Unable to associate new device, please try again later

4.1 Disconnect and re-add the cloud device: Disconnect your device, remove it from the cloud devices, then re-add it.

4.2 Try a different cloud region: Disconnect, then re-add your device in a different cloud region/location.

4.3 Fix proxy issues: If using a WhatsApp mobile without a proxy or an unstable proxy. Switch to Global Proxy → Force close WhatsApp → Relaunch → Rescan QR code.

4.4 Refresh expired QR code: The QR code has expired. Refresh it to generate a new one.

4.5 Use verification code instead: Switch to the verification code authentication method.

4.6 If this is a WhatsApp Business account, check the Meta Business Suite (https://business.facebook.com/latest/settings) to see if it's linked under WhatsApp Accounts. If it is, you must unbind it before trying again.

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Last modified: 2025-11-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp Integration Guide for Beginners](https://help-en.salesmartly.com/docs/whatsapp-tutorial-2)

WhatsApp Integration Guide for Beginners

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageChannel IntegrationWhatsApp App Devices (Personal)Practical TutorialsWhatsApp Integration Guide for Beginners

WhatsApp Integration Guide for Beginners

1. WhatsApp account comparison

WhatsApp has three types of accounts: personal accounts, WhatsApp Business App and WhatsApp Business API.

2. How to integrate WhatsApp number to SaleSmartly?

2.1. Integrate WhatsApp App number

2.2. Integrate WhatsApp API number

• Register Cloud API number for integration

Cloud API means directly contacting the official website and registering an account in the official backend. When registering, the FB account, developer, and BM information must all be overseas, making registration more difficult.

Fees: According to the official charging rules: Actively sending template information is charged, and the specific fee is determined according to different regions and the content of the template information. If the customer initiates a conversation and replies with the API number, there is no charge.

Registration tutorial: Facebook tutorial for creating a WhatsApp cloud API number

Tutorial on connecting to SaleSmartly: Cloud API number connection tutorial

• Go to the official BSP registration number and integrate

You can register and create in the background of the officially designated BSP. You need to have a FB account and FB's BM. Currently, SaleSmartly supports access to four platforms: YCloud, ChatApp, NxCloud, and ITNIO TECH.

Fees: According to the official fee rules, the platform will charge a service fee. The service fees of each platform are different. You can check it on the official website of the platform. (SaleSmartly does not charge additional fees)

Tutorial on connecting to SaleSmartly: How to Integrate WhatsApp Business API Number

• Purchase SaleSmartly pre-registered numbers for integration (recommended)

SaleSmartly pre-registered Cloud API numbers can be purchased directly in SaleSmartly.

Fees: According to the official charging rules, a service fee of $0.005 will be added for each message sent from SaleSmartly.

Tutorial for opening an account: Detailed steps to open a WhatsApp platform number

3. Introduction to using SaleSmartly number

Chat effect after SaleSmartly integration.

If the visitor's last message is more than 24 hours old, only the template message content can be sent.

Share this Article

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

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SaleSmartly Android webview对接

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How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

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Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [WhatsApp App Device Integration: Features & Automation Setup](https://help-en.salesmartly.com/docs/whatsapp-device-integration-related-functions)

WhatsApp device channel integration related features introduction

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WhatsApp App Device Integration: Features & Automation Setup

1. Introduction

This guide walks you through [ Integration-WhatsApp App ] on SaleSmartly, enabling real-time chat management, team collaboration, and automated workflows.

2. Key Features

2.1. Smart search bar

Click the search bar at the top to search based on WhatsApp App device account name, mobile phone number, notes, and number status, helping you quickly find the WhatsApp App device account.

2.2. Add WhatsApp App device account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Device to integrate your WhatsApp App device account. For detailed procedures, please refer to How to integrate WhatsApp App devices?

2.3. Add customer service-configure customer service

After integrating WhatsApp App devices into Salesmartly, you can configure customer service for your WhatsApp App device account to facilitate the management of your WhatsApp App device conversations.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.4. Editing Automation

In addition, you can also configure the created automation process for WhatsApp App devices to achieve automatic replies, customer recalls, marketing and other demand scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

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Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate a WhatsApp App Device (Protocol Number)](https://help-en.salesmartly.com/docs/old)

How to Integrate a WhatsApp App Device (Protocol Number)

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HomepageChannel IntegrationWhatsApp App Device (Protocol Number)Access TutorialHow to Integrate a WhatsApp App Device (Protocol Number)

How to Integrate a WhatsApp App Device (Protocol Number)

1. Introduction

By integrating a purchased WhatsApp App protocol number into the SaleSmartly system, you can use your number to perform various operations such as sending and receiving messages, using automation features, and managing communications in a unified interface.

The WhatsApp protocol number provides the same functions as a regular account, but with a different login method.

📢 Note:
SaleSmartly supports the integration of WhatsApp protocol numbers, but we currently do not provide services for purchasing or registering these numbers.

2. Step-by-Step Guide

Please make sure you have successfully purchased a valid WhatsApp App Agreement Code.

2.1 Add a device

Click [Integrate] and select [WhatsApp App]. Click [Add Device] and select [Third-Party Login].

2.2. Configure basic device information

On the [Add Device] page, configure the following settings:

Device IP Region: Select the region where the IP address of this WhatsApp protocol device is located.

Whether to Act as an Agent: Choose whether to enable a proxy.

After completing these settings, click [OK] to proceed to the next step.

2.3. Add WhatsApp protocol number

The system will automatically redirect or open a pop-up window asking for your WhatsApp App protocol number details.

Enter the required information in the fields. Double-check to ensure all information is correct, then click [OK].

2.4. Complete the integration

Once successfully integrated, the WhatsApp App protocol number will appear in the system’s device list.

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Last modified: 2025-08-29Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate Telegram App Devices?](https://help-en.salesmartly.com/docs/integrate-telegram-app-deceive)

How to integrate Telegram App device?

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HomepageChannel IntegrationTelegram APP Devices  (Personal)How to Integrate Telegram App Devices?

How to Integrate Telegram App Devices?

1. Introduction

Integrate Telegram personal accounts with SaleSmartly to manage real-time chats and unify customer interactions across channels. Unlike the Telegram Bot API, which automates workflows via bot accounts, this method connects actual user profiles, letting teams handle conversations directly. Choose between bot or personal account integration based on your workflow needs, with flexibility for every scenario.

2. Step-by-Step Guide

First, ensure your account has available Telegram Cloud Device Quota (The free version currently provides only 1 quota). If additional devices are needed for Telegram App operations, you can go to the [Cost Center] to upgrade your plan or purchase extra quotas.

2.1. Add a device

Click [Integrate] - [Telegram App], then click [Add Device], [Select IP Region], and then click [OK]. If you need an IP in other regions, don't hesitate to get in touch with us.

Please note: Select the region where you frequently log in to Telegram App or a nearby region. If you have your own proxy IP, you can click ⑥[Set Proxy] IP in the picture on the right

2.2. Enter App api_id, App api_hash and mobile phone number

Return to the SaleSmartly integration interface, enter the App API ID and App API hash you obtained, along with your area code and mobile phone number. Click Save to proceed to the account verification interface. Please ensure that you enter your mobile phone number in the correct format. If your mobile phone number is entered incorrectly, you will not be able to receive the account verification correctly and will need to delete the device and then repeat step 3.

Note: You do not need to enter "+" in front of the mobile phone number, but you need to add the area code.

Notice:

Before clicking save, you must disable two-step verification in your Telegram settings. Failure to do so will result in authorization failure.

How to disable:

In the Telegram app, go to: Telegram App → Settings → Privacy and Security → Two-Step Verification → Turn it off.

2.3. Enter the verification code to complete the integration

After successful saving, the system will send an account verification to your Telegram account. You can check it on your Telegram (as shown below), enter the verification code > and click OK to complete the integration of the Telegram device.

Frequently asked questions

1. Why is my personal Telegram account showing as inactive?

According to Telegram's official policy, regular users (non-Telegram Premium) can log in on up to 3 devices simultaneously, while Telegram Premium users can log in on up to 4 devices. If you exceed this limit, some sessions may become inactive. You can check your current login devices by going to Telegram > Settings > Devices.

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Last modified: 2026-01-15Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Get TKAPP Session file](https://help-en.salesmartly.com/docs/huo-qu-TKAPP-Session-wen-jian)

Get TKAPP Session file-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

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Start for Free

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HomepageChannel IntegrationTikTok App DevicesGet TKAPP Session file

Get TKAPP Session file

I. Function Introduction

Integrating with the TikTok App allows businesses to directly manage and operate their own TikTok App private messages and comments in real time through SaleSmartly, providing a unified multi-channel communication service with customers.

II. Operating Procedures

1. Install the plugin

After opening the Connection installer, click Install Connection.

2. Export file

Log in to your tikok account in your browser, then click "Export Plugin".

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TikTok App Devices

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How to Integrate TikTok App

Last modified: 2026-06-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate TikTok App](https://help-en.salesmartly.com/docs/tiktok-personal-cloud-integration)

How to Integrate TikTok App

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HomepageChannel IntegrationTikTok App DevicesHow to Integrate TikTok App

How to Integrate TikTok App

1. Introduction

Integration with the TikTok App allows businesses to directly manage and operate their own TikTok App private messages and comments in real time through SaleSmartly, providing a unified multi-channel communication service with customers.

2. Step-by-Step Guide

2.1. Add a device

Click [Integrate] - [TikTok App] - [Add Device] - [Select IP Region], then click [OK]

Notice

Before adding a device, ensure your account has available TikTok App Cloud Device Quota. The free version currently provides only 1 quota. If additional devices are needed, please upgrade your plan or purchase extra quotas.

Please select the region where you frequently log in to the TikTok App or a nearby region. If you need IP addresses from other regions, click Contact Us in the lower right corner.

2.2. Scan the QR code

According to the instructions in the picture below, open the TikTok App on your mobile phone and scan the pop-up connection QR code to successfully connect.

2.2.1. Scan code video tutorial

2.3. Activate your account

2.4. Receiving and sending messages

As shown in the following figure, you can access friend messages in online chat.

Frequently asked questions

1. The number of devices is 0/1. When you click Add Device, it prompts that the number has reached the upper limit?

You can check the number status. The current logic is: valid/invalid/unconnected/configured numbers will occupy the number of device numbers. You can check and delete invalid numbers, and then try to add devices.

2. What messages does the TikTok app support?

Currently, the TikTok App supports private messages and comments within the App. Sending messages through the TikTok App only supports text content.

3. TikTok App sync contact logic

After the first integration, the latest chat records of the most recent contacts can be viewed in the customer list.

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Last modified: 2025-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate Line App (Personal Account)](https://help-en.salesmartly.com/docs/integrate-line-app-cloud-hosted-personal-account)

How to Integrate Line App (Personal Account)

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HomepageChannel IntegrationLINE App Devices (Personal)How to Integrate Line App (Personal Account)

How to Integrate Line App (Personal Account)

1. Feature Overview

By scanning a QR code, you can quickly integrate your personal LINE account into SaleSmartly. This allows you to centralize receiving, assigning, and replying to messages from your LINE contacts. Both text and image messages are supported.

2. Operation Steps

Note
Before adding a device, please ensure that your account has an available LINE App Cloud Device quota. The free plan currently provides a quota for only 1 cloud device. If you need more LINE App cloud devices, please consider Upgrading your plan / Purchasing cloud devices.

Step 1: Select the integration method
Log into the SaleSmartly dashboard, click [Integration] on the left navigation menu, locate the [LINE App] channel under Cloud Devices, and click the [Add device] button.

Step 2: Activate the device
A configuration window will pop up. Please select the region where you most frequently log into your LINE App or the region closest to you, then click Confirm. If you need an IP from other regions, you can click "Contact us" in the bottom right corner, or manually configure your proxy information.

Step 3: Scan the QR code with your phone and enter the PIN code
After the device is activated, the system will generate an exclusive LINE login QR code. Please open the LINE App on your phone and use the scan feature to scan the QR code.

After successfully scanning the code on your phone, a green checkmark icon will appear in the center of the QR code on SaleSmartly, and a 6-digit verification code will be displayed below it. At this time, a password input box will automatically pop up on your mobile LINE App. Please enter these 6 digits into your phone.

Step 4: Connection successful
After confirmation on your mobile device, the webpage will automatically redirect, and your LINE account will be successfully added to SaleSmartly's device list. In the account list, you can perform the following daily management operations:

Configure customer service: Assign the chat permissions of this LINE account to designated team members.

Set proxy: Bind a dedicated SOCKS5 proxy IP to this device to further enhance security and prevent account bans.

FAQ

1. Contact synchronization logic
After the initial integration, the system will automatically synchronize the latest `20` chat messages from your `20` most recent contacts. These can be viewed in the Customer List.

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LINE App Devices (Personal)

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Last modified: 2026-03-16Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [How to Integrate Zalo](https://help-en.salesmartly.com/docs/zalo-cloud-account-integration)

how-to-integrate-Zalo

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HomepageChannel IntegrationZalo App  (Personal)How to Integrate Zalo

How to Integrate Zalo

1. Introduction

Integration with the Zalo App allows businesses to directly manage and operate their own Zalo App private messages and comments in real time through SaleSmartly, providing a unified multi-channel communication service with customers.

2. Step-by-Step Guide

2.1. Add a device

Click [Integrate] - [Zalo App] - [Add Device] - [Select IP Region], then click [OK].

Notice

Before adding a device, ensure your account has available Zalo App Cloud Device Quota. The free version currently provides only 1 quota. If additional devices are needed, please upgrade your plan or purchase extra quotas.

Please select the region where you frequently log in to the Zalo App or a nearby region. If you need IP addresses from other regions, please click Contact Us in the lower right corner.

2.2. Scan the QR code

According to the instructions in the picture below, open the Zalo App on your mobile phone and scan the pop-up connection QR code to successfully connect.

2.3. Open the Zalo App and scan the QR code

2.4. After scanning the code successfully, you can view the account in the integration

2.5. Receiving and sending messages

As shown in the following figure, you can access friend messages in online chat.

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WeCom

Last modified: 2025-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

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Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [How to Integrate WeCom](https://help-en.salesmartly.com/docs/integrate-wechat-and-wecom)

How to Integrate WeCom

Search...

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Start for Free

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HomepageChannel IntegrationWeComHow to Integrate WeCom

How to Integrate WeCom

1. Introduction

Integrating your WeCom (Enterprise WeChat) accounts with SaleSmartly allows you to manage multiple WeCom accounts from a single platform. Your team can handle customer messages from multiple WeChat accounts without switching platforms, thereby boosting service efficiency and team collaboration.

2. Step-by-Step Guide

2.1 Add WeCom Account

Log in to your SaleSmartly dashboard, go to [Integration], select [Enterprise WeChat], and click [Add Corporate WeChat].

You’ll be redirected to the third-party platform  JUHEBOT  (https://juhebot.com/salesmartly/), where you’ll connect your WeCom account to the SaleSmartly system for centralized messaging and management.

2.2 Register a JUHEBOT Account

Click [Create Account] to jump to the  JUHEBOT  (https://juhebot.com/salesmartly/).

Visit the JUHEBOT official website and contact their support team for assistance with account registration.

After successful registration, log in to the JUHEBOT dashboard and connect the WeCom account you want to integrate.

2.3 Retrieve and Enter Configuration Info in SaleSmartly

In the JUHEBOT dashboard, locate the WeCom account you’ve just connected. Copy the corresponding Device ID.

Return to the SaleSmartly integration settings page and paste the Device ID into the corresponding field.

Then in JUHEBOT, navigate to [Open Platform] > [API Application]. Copy the App Key and App Secret of your application.

Return to the SaleSmartly dashboard and paste the App Key and App Secret into their respective input fields.

2.4 Complete the Integration

Check that the Device ID, App Key, and App Secret you entered in SaleSmartly are correct. Once confirmed, click [OK] to complete the integration. Your WeCom account is now successfully connected to SaleSmartly.

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Last modified: 2025-08-01Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Set up SaleSmartly for Google Analytics Tracking](https://help-en.salesmartly.com/docs/salesmartly-and-google-analytics-tracking)

How to set up SaleSmartly for Google Analytics tracking

Search...

Home

Pricing

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Referral Program

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HomepageDevelopment DockingHow to Set up SaleSmartly for Google Analytics Tracking

How to Set up SaleSmartly for Google Analytics Tracking

Table of contents

1. Prerequisites

2. Retrieve the global site code

3. Sending events to Google Analytics

With Google Analytics tracking, you can keep an eye on activity on your website and see the results of custom events that you set up with Google Tag Manager. For example, you can include custom events to track when a chat starts, when a chat ends, or when a new ticket is created.

1. Prerequisites

Before you set up Google Analytics tracking for SaleSmartly, you’ll need the following:

1.1 Google Analytics Account and Property

1.2 A SaleSmartly account

2. Retrieve the global site code

Note: If you have already set up a global site label for your website, you can skip this section.

2.1 Log in to your Google Analytics dashboard and navigate to Admin.

2.2. In the Admin page, click Setup Assistant under the Properties column. This will open a new panel.

2.3. In the panel, find the tab Installation and click on the > icon. This should open the options for setting up the data flow.

2.4. In Settings, select Web and a panel will appear.

2.5. In the panel, enter your website's URL and the desired data flow name. Then click Create Flow.

2.6. Next, the panel will redirect you to the stream details. From there, you can find your global site tag under Tag Description.

3. Sending events to Google Analytics

To send custom events to your Google Analytics account, you can use the gtag object loaded from the global site tag (gtag.js).

For example, we can use the SaleSmartly onSendMessage JS API to send a chat_started event to your Google Analytics account. Place this code in the of your web page.

<!-- Load SaleSmartly script -->
<script src="https://assets.salesmartly.com/js/project_xxxxxx.js"></script>

<!-- Track chat_started event -->
<script>
let isChatStarted = false;
ssq.push('onSendMessage', function(obj) {
if (!isChatStarted) {
isChatStarted = true;
gtag('event', 'chat_started'); // Send event to GA
}
});
</script>

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Last modified: 2025-04-23Powered by

Product Introduction

Chat

Quick Start [Chat]

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Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

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Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

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Mass Messaging

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Group Messaging Template (WhatsApp API and Email)

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Messenger Marketing Messages Guide

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Channel Analysis

Service Overview

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Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

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App Store

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Translation Tools

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How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

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Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

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API Interface Header Parameter Acquisition Instructions

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Tutorials on Sending Mass Messages

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Chat Plugin

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WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

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Automation Getting Started Tutorial

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### [SaleSmartly Chat Plugin JSSDK Developer Documentation](https://help-en.salesmartly.com/docs/salesmartly-chat-plugin-jssdk-developer-documentation)

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HomepageDevelopment DockingSaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Chat Plugin JSSDK Developer Documentation

1. Introduction

After inserting the code (ssq is a global variable), you can make message changes and chat window calls by the following methods.

2. API

2.2.1 Set login information

You can set user information after user login, and correspondingly, you can see the set information in the customer service system.

javascript
Copy

ssq.push('setLoginInfo', {
user_id: 'b58e64cfxs2ym', // Encrypted User ID (Required). Maximum length: 300 characters.
user_name: 'test_yy', // Required, Username
language: 'ru-RU', // Plugin Language
phone: '861592014xxxx', // The mobile phone number must be filled in the complete format including the country code; mobile phone numbers without area codes may result in errors in identifying the country or region or be identified as invalid numbers.
email: 'test@test', // Email
description: 'comboB\nClient\nFee-charging customers', // Description
label_names: ['Label1','Label2'], // The name of the tag value. This is an overwrite method. Only tag values ​​created by the system can be passed.
update_label_type: 'update', // Method of passing labels append - append labels update - overwrite previous labels
custom_fields_ext: {"1210":"test11","more":["s1","s2"]}, // Custom fields, find the id and corresponding value in the custom fields of the project settings and fill them in (select the type to be passed in as an array), which can be viewed in the customer information
});

2.2.2 Clear user login information

You can manually clean up user login information for use in PWA sites, which is executed after logging out and not refreshing the page.

javascript
Copy

ssq.push('clearUser');

2.2.3 Open the chat window

The chat window can be opened manually with the program for some special scenarios where users can be guided to consult customer service, such as payment failure.

javascript
Copy

ssq.push('chatOpen');

2.2.4 Close the chat window

You can close the chat window manually with the program.

javascript
Copy

ssq.push('chatClose');

2.2.5 Monitor unread messages

Monitor unread messages for custom message notifications.

javascript
Copy

ssq.push('onUnRead', function(obj) {
console.log(obj.num); // Unread count
console.log(obj.list); // Unread content
});

2.2.6 Hide icons

Custom icons can be implemented by combining "monitor unread messages" and "open chat window".

javascript
Copy

window.__ssc.setting = { hideIcon: true};

2.2.7 Monitor messages sent by visitors

Monitor visitor messages and then perform data statistics or reporting, which can be used for advertising effectiveness statistics or attribution.

javascript
Copy

ssq.push('onSendMessage', function(obj) {
console.log(obj);
});

2.2.8 Listening to messages received by visitors

Monitor the information received by visitors and then perform data statistics or reporting, which can be used for advertising effectiveness statistics or attribution.

javascript
Copy

ssq.push('onReceiveMessage', function(obj) {
console.log(obj);
});

2.2.9 Monitor window open

Monitor the open window, and then you perform data statistics or reporting, which can be used for advertising effectiveness statistics or attribution.

javascript
Copy

ssq.push('onOpenChat', function() {
// Reporting data
});

2.2.10 Monitor window closed

Monitor the closed window and you can report data for analysis.

javascript
Copy

ssq.push('onCloseChat', function() {
// Execute other events
});

2.2.11 Listening to open information collection

Listen to open information collection (pre-chat survey and offline information retention), and report data in the callback.

javascript
Copy

ssq.push('onOpenCollection', (obj) => {
// obj.type = 'offline' offline information
// obj.type = 'survey'  pre-chat survey
});

2.2.12 Monitoring completes information collection

After monitoring completes information collection (pre-chat investigation and offline information retention), data can be reported for analysis.

javascript
Copy

ssq.push('onCollectionInfo', (obj) => {
// obj contains the data provided by the user during the information collection process
});

2.2.13 Listen for icon click events

Perform corresponding actions by listening to different plug-in icon click events. This approach can help you track user interaction behavior.

javascript
Copy

// Listening for clicks Line
ssq.push('onOpenLine', (obj) => {

console.log('Line icon clicked', obj);
});

// Listening for clicks Messenger
ssq.push('onOpenMessenger', (obj) => {

console.log('Messenger icon clicked', obj);
});

// Listening for clicks Email
ssq.push('onOpenEmail', (obj) => {

console.log('Email icon clicked', obj);
});

// Listening for clicks Telegram
ssq.push('onOpenTelegram', (obj) => {

console.log('Telegram icon clicked', obj);
});

// Listening for clicks Whatsapp
ssq.push('onOpenWhatsapp', (obj) => {

console.log('Whatsapp icon clicked', obj);
});

// Listening for clicks WeChat
ssq.push('onOpenWeixin', (obj) => {

console.log('WeChat icon clicked', obj);
});

// Listening for clicks VKontakte
ssq.push('onOpenVKontakte',  (obj) => {

console.log('VKontakteicon clicked', obj);
});

// Listening for clicks TikTok
ssq.push('onOpenTikTok', (obj) => {

console.log('TikTok clicked', obj);
});

// Listening for clicks Custom
ssq.push('onOpenCustom', (obj) => {
// obj = {
//     id, // custom_1、custom_2、custom_3
//     content,
// }
console.log('Custom clicked', obj);
});

// Listening for clicks Zalo
ssq.push('onOpenZalo', (obj) => {

console.log('Zalo icon clicked', obj);
});

// Listening for clicks LineApp
ssq.push('onOpenLineApp', (obj) => {

console.log('LineApp icon clicked', obj);
});

2.2.14 Monitor plugin resource loading completion

Listen for the completion of resource loading inside the plugin and execute specific events after the resource loading is completed.

javascript
Copy

ssq.push('onReady', () => {
// Execute other events
});

// Usage Examples：
<script id="ss_chat" defer src="https://example.js"></script>

<script>
const ss_chat = document.getElementById('ss_chat');
ss_chat.addEventListener('load', (e) => {
window.ssq && window.ssq.push('onReady', () => {
// Execute other events
});
})
</script>

2.2.15 Customize WhatsApp redirect text

Allows you to set a greeting or custom message that is displayed when the user clicks on the WhatsApp icon to jump to the WhatsApp official website.

javascript
Copy

ssq.push('createWhatsappGreeting', function(msg){
// msg defaults to Hello.
return msg + 'tony'; // Output：Hello.tony
// If you need full customization, you can directly return the customized text

});

2.2.16 Send text messages on the client

Implement a feature that allows visitors to proactively initiate information.

javascript
Copy

ssq.push('sendTextMessage', 'it is an error');

2.2.17 Disable upload function

Can be used to turn off the corresponding upload function of the visitor side.

javascript
Copy

ssq.push('hideUpload', ['img', 'video', 'document'])
// 'img' Image Type
// 'video' Video Type
// 'document' Document Type

// If the function is set to be closed and you want to reopen it in a certain operation, remove the corresponding item in the array and call it again.
// For example：ssq.push('hideUpload', [])

2.2.18 Hide the close window button

Hide the close window button in the upper right corner of the chat window.

javascript
Copy

ssq.push('hideCloseIcon');

2.19 Get Plugin Entry Height

Used to get the actual displayed height of the current chat plugin entry area on the page, in px.

The “entry area” includes the currently visible plugin entry elements, such as the collapsed sidebar, expanded sidebar, single-icon entry, and channel icon list. The SDK calculates the overall vertical height occupied by these visible entry elements and returns it through a callback.

This API is suitable for scenarios where the host page needs to avoid overlapping with the chat plugin entry, such as adjusting the position of custom floating buttons, custom notification popups, bottom toolbars, or other fixed-position elements.

js
Copy

ssq.push('getSidebarHeight', function(height) {
console.log(height); // Current height occupied by the plugin entry area, in px
});

It is recommended to call this API after onReady to ensure that the plugin configuration and entry elements have been initialized:

js
Copy

ssq.push('onReady', function() {
ssq.push('getSidebarHeight', function(height) {
// For example: adjust the position of a floating element on the host page based on the plugin entry height
console.log('Current sidebar height:', height);
});
});

Share this Article

Previous

How to Set up SaleSmartly for Google Analytics Tracking

Next

SaleSmartly Android SDK Developer Documentation

Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly Android SDK Developer Documentation](https://help-en.salesmartly.com/docs/salesmartly-android-sdk-developer-documentation)

SaleSmartly Android SDK Developer Documentation-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

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HomepageDevelopment DockingSaleSmartly Android SDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

Note: Android version >= 7.0 Webview component version >= 53

App Manifest Required Permissions

Copy

<code>&lt;uses-permission android:name=&quot;android.permission.INTERNET&quot;/&gt;
&lt;uses-permission android:name=&quot;android.permission.ACCESS_NETWORK_STATE&quot; /&gt;
&lt;uses-permission android:name=&quot;android.permission.ACCESS_WIFI_STATE&quot; /&gt;
&lt;uses-permission android:name=&quot;android.permission.WRITE_EXTERNAL_STORAGE&quot;/&gt;
</code>

aar package address

Portal

Initialize SDK

Copy

<code>    SaleSmartyInit.init(Context context,String scriptUrl);
</code>

scriptUrl is the inserted js, such as https://assets.salesmartly.com/js/project\_xxxxx.js

Initialize the SaleSmarty webpage

Copy

<code>    SaleSmartyInit.initSaleSmartyView(Activity activity);
</code>

Note: Initialize the browser as early as possible in the Activity

Add the browser to the parent layout

Copy

<code>    SaleSmartyInit.addSaleSmartyView(ViewGroup viewGroup);
</code>

Note: The Activity where the added parent layout is located must be consistent with the Activity that executes the initialization of the salesmarty web page

Upload user information

Copy

<code>    SaleSmartyInit.uploadUserMessage(String user_id,
String user_name,
String language,
String phone,
String email,
String description,
String[] label_names);
</code>

Note: Uploading user information does not support callbacks at the moment, user_id and user_name are required

Open the window

Copy

<code>    SaleSmartyInit.openSaleSmartyView();
</code>

Close the window

Copy

<code>    SaleSmartyInit.closeSaleSmartyView();
</code>

Get the number of unread messages

Copy

<code>    SaleSmartyInit.setUnReadMessagesListener(c var0);
</code>

Note: The parameter c interface will return an int value, which is the number of unread messages.

File selection callback

Copy

<code>    SaleSmartyInit.upLoadFiles(int requestCode,Intent var0);
</code>

Note: SaleSmartyInit should be called in the onActivityResult of the Activity that initializes the salesmarty web page

Listen for loading completion (supported from version 1.2.0)

Copy

<code>    SaleSmartyInit.setOnReadyListener(c var0);
</code>

The monitoring window opens

Copy

<code>    SaleSmartyInit.setOnOpenSaleSmartyViewListener(c var0);
// 1.2.0版本默认执行打开操作
</code>

The monitoring window is closed

Copy

<code>    SaleSmartyInit.setOnCloseSaleSmartyViewListener(c var0);
</code>

Demo Example

SaleSmartly Android SDK Demo example, click to download

Share this Article

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SaleSmartly Chat Plugin JSSDK Developer Documentation

Next

SaleSmartly iOS Developer Documentation

Last modified: 2025-05-21Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly iOS Developer Documentation](https://help-en.salesmartly.com/docs/salesmartly-ios-developer-documentation)

SaleSmartly iOS Developer Documentation-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageDevelopment DockingSaleSmartly iOS Developer Documentation

SaleSmartly iOS Developer Documentation

IOS has not yet opened the SDK developer documentation. IOS temporarily needs to use webview. For details about webview, see: SaleSmartly chat plug-in JSSDK developer documentation

The Info.plist file needs to have the following permissions configured:

Copy

<code>	&lt;key&gt;NSCameraUsageDescription&lt;/key&gt;
&lt;string&gt;我们需要访问相机以便您能拍照&lt;/string&gt;
&lt;key&gt;NSPhotoLibraryAddUsageDescription&lt;/key&gt;
&lt;string&gt;请求访问相册&lt;/string&gt;
&lt;key&gt;NSMicrophoneUsageDescription&lt;/key&gt;
&lt;string&gt;请求访问麦克风&lt;/string&gt;
</code>

Modify the address where the corresponding code block is loaded

File path: plugin-ios/ContentView.swift

Copy

<code class="language-swift">struct ContentView: View {
// 需要加载的链接地址（https://xxx），请替换为业务对应的H5地址或专属链接地址
let url = URL(string: &quot;https://xxx/&quot;)!

var body: some View {
ZStack {
WebView(url: url)
.edgesIgnoringSafeArea(.all)
Spacer()
}
}
}
</code>

The url is the address displayed on the page and needs to be replaced by yourself.

Demo Example

SaleSmartly IOS Demo example, click to download

Share this Article

Previous

SaleSmartly Android SDK Developer Documentation

Next

SaleSmartly Android webview对接

Last modified: 2025-05-21Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly Android webview对接](https://help-en.salesmartly.com/docs/salesmartly-android-webview-integration)

SaleSmartly Android webview对接-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageDevelopment DockingSaleSmartly Android webview对接

SaleSmartly Android webview对接

You can use webview on Android, SaleSmartly Android webview Demo example, click to download

App Manifest Required Permissions

Copy

<code>&lt;uses-permission android:name=&quot;android.permission.INTERNET&quot;/&gt;
&lt;uses-permission android:name=&quot;android.permission.ACCESS_NETWORK_STATE&quot; /&gt;
&lt;uses-permission android:name=&quot;android.permission.ACCESS_WIFI_STATE&quot; /&gt;
&lt;uses-permission android:name=&quot;android.permission.WRITE_EXTERNAL_STORAGE&quot;/&gt;
&lt;br&gt;
</code>

Webview basic settings

Copy

<code class="language-kotlin"> // 启用JavaScript
webView.settings.javaScriptEnabled = true

// 启用 localStorage
webView.settings.domStorageEnabled = true
</code>

Webview handles file upload

For detailed code, please see demo

Copy

<code class="language-kotlin"> webView.webChromeClient = object : WebChromeClient() {
override fun onShowFileChooser(
webView: WebView,
filePathCallback: ValueCallback&lt;Array&lt;Uri&gt;&gt;,
fileChooserParams: FileChooserParams
): Boolean {
println(&quot;onShowFileChooser&quot;)
mUploadMessageAboveL = filePathCallback
val intent = Intent(fileChooserParams.createIntent())
intent.addCategory(Intent.CATEGORY_OPENABLE)
intent.type = &quot;*/*&quot;
intent.putExtra(Intent.EXTRA_ALLOW_MULTIPLE, true) // 允许多选
register.launch(Intent.createChooser(intent, &quot;Select File&quot;))

return true
}
}
</code>

Webview handles full screen video playback

For detailed code, please see demo

Copy

<code class="language-kotlin"> webView.webChromeClient = object : WebChromeClient() {
override fun onShowFileChooser(
webView: WebView,
filePathCallback: ValueCallback&lt;Array&lt;Uri&gt;&gt;,
fileChooserParams: FileChooserParams
): Boolean {
println(&quot;onShowFileChooser&quot;)
mUploadMessageAboveL = filePathCallback
val intent = Intent(fileChooserParams.createIntent())
intent.addCategory(Intent.CATEGORY_OPENABLE)
intent.type = &quot;*/*&quot;
intent.putExtra(Intent.EXTRA_ALLOW_MULTIPLE, true) // 允许多选
register.launch(Intent.createChooser(intent, &quot;Select File&quot;))

return true
}

override fun onShowCustomView(view: View, callback: CustomViewCallback) {
// 当视频请求全屏时，显示自定义视图
if (customView != null) {
callback.onCustomViewHidden()
return
}

customView = view
customViewContainer.visibility = View.VISIBLE
customViewContainer.addView(customView)
customViewCallback = callback
webView.visibility = View.GONE
customViewContainer.bringToFront()
}

override fun onHideCustomView() {
// 当退出全屏时，恢复默认视图
customView?.let {
customViewContainer.removeView(it)
customView = null
customViewContainer.visibility = View.GONE
customViewCallback?.onCustomViewHidden()
webView.visibility = View.VISIBLE
}
}

override fun getDefaultVideoPoster(): Bitmap {
return Bitmap.createBitmap(50, 50, Bitmap.Config.ARGB_8888)
}

}
</code>

Frequently asked questions

1. No response when clicking to upload pictures or files

You need to rewrite the "onShowFileChooser" of webview, please refer to the demo for details.

2. Video playback cannot be full screen or an exception occurs after exiting full screen

Use custom view in full screen, hide it after exiting, and display the original view. Please refer to demo for details.

3. Unable to load or display

Please check the network permissions, network status, whether the js imported by the page is correct, and whether the plug-in is enabled. It is recommended to run and test it in the browser first, and then put it into the app for testing after passing.

4. No response when clicking the link

Please check whether the App intercepts or processes the opened link in other ways.

5. After clicking the link, the browser will jump to the external browser and return to a blank page

Please check how the App handles link redirects

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SaleSmartly iOS Developer Documentation

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A Complete Guide to Master Webhooks

Last modified: 2025-05-21Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [A Complete Guide to Master Webhooks](https://help-en.salesmartly.com/docs/webhook-use)

A Complete Guide to Master Webhooks

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HomepageDevelopment DockingA Complete Guide to Master Webhooks

A Complete Guide to Master Webhooks

1. Introduction

Webhooks revolutionize app integration by enabling instant data transfer between platforms. In SaleSmartly, webhooks let you receive real-time notifications for events like new messages, customer updates, or system triggers, seamlessly connecting your CRM, chatbots, or custom tools.

2. Key Features

2.1. Introduction to webhook

Webhooks are automated HTTP callbacks that transmit real-time data between apps. When a predefined event occurs (e.g., a new message or customer update), SaleSmartly sends a payload to your specified URL, triggering actions in connected systems.

SaleSmartly provides webhook capabilities that support customers to push messages from social media accounts integrated into the SaleSmartly system to designated products through webhooks. For example, suppose a customer has his customer service system. In that case, after SaleSmartly integrates social media accounts, he can connect different social media information to his customer service system through webhooks for replies.

Example scenario

GitHub: Configure webhooks in the code repository to trigger the CI/CD pipeline to automatically build and deploy when new code is submitted.

Payment system: After the payment is successful, the payment gateway sends a webhook notification to the merchant system. The merchant system updates the order status based on the notification and sends a confirmation email.

Chat application: When a new message is received, the chat application sends a webhook notification to a third-party service, which can automatically reply or log based on the message content.

2.2. Preparation for webhook use

(1) Webhook is only developed for the Max version:

The webhook function is currently only available to customers with the Max version package. For Max version customers, we will provide dedicated technical personnel to assist in the connection.

(2) Webhook support content:

When configuring new message notification events, you can choose to receive only customer information, only member information, or both customer and member information.

Support social media channels
Supported message types
Supported message types

WhatsApp API
Text, pictures, attachments, button messages
Text, Text Button, Image + Text Button, Image + Text Message

Messenger
Text, pictures, attachments, button messages
Text, text button, image + text button, image + text message, product carousel

LINE
Text, image, button message
Text, text button, image + text button, image + text message, product carousel

WhatsApp App
Text, pictures, attachments
Text, pictures

TikTok App
Text, pictures
Text, pictures

Email
mail
Not supported yet

Instagram
Text, pictures
Text, pictures

Chat Plugin
Text, pictures, attachments
Text, pictures, attachments

Telegram App
Text, pictures, attachments
Text, pictures, attachments

Customer information synchronization events

Supported synchronization content
Specific content

New Customer Creation
Trigger notification when a new customer is created in the SaleSmartly system

Customer information update
Trigger notifications when customer information, mobile phone, email, notes, and tags are updated in the SaleSmartly system

(3) Configure the webhook key:

3. Webhook development documentation

For the specific development interface documentation of the webhook, click to view the webhook interface documentation.

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Previous

SaleSmartly Android webview对接

Next

How to Use the API

Last modified: 2025-07-31Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Use the API](https://help-en.salesmartly.com/docs/api-use)

How to use the API

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HomepageDevelopment DockingHow to Use the API

How to Use the API

1. Introduction

This guide explains how to access SaleSmartly’s API to seamlessly integrate its features into your existing tools or workflows.

2. Key Features

2.1. Introduction to SaleSmartly API

Through the SaleSmartly API, you can connect your own products or other products. Through the API, you can obtain customer messages, information and assign members.

2.2. Preparation for API Use

(1) API functions are only developed for Max and above version

The API function is currently only available to customers with Max packages and above. For Max version customers, we will provide dedicated technical personnel to assist in the connection.

(2) Configure API key

2.3. API development documentation

You can view the new API documentation here: New API Documentation.
To view the old version, click here: Old API Documentation (No longer updated or maintained)

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Last modified: 2025-07-31Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [API Interface Header Parameter Acquisition Instructions](https://help-en.salesmartly.com/docs/obtain-instructions-for-the-header-parameter-of-api)

API Interface Header Parameter Acquisition Instructions-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageDevelopment DockingAPI Interface Header Parameter Acquisition Instructions

API Interface Header Parameter Acquisition Instructions

Preface

The Header parameter in the API interface request is used to pass information about the request, such as authentication information, data format, client type, etc., to help the server correctly process and respond to the request.

Warning: The signature required to send the request (the signature is the value of the parameter name sorted in lexicographical order and connected to the token for MD5 encryption)

Example values:

Copy

Enter your project's "Token"&chat_user_id=64673427382a7760153e9f81&page=1&page_size=50&project_id=1
</code>

Warning: API interface document Required field must be passed!

Fill in your project's "Token" Get it in Project Settings-Enterprise Development Settings-API Token!!! warning Warning: This function is only supported in Max version, not in Pro version. Please check the SaleSmartly price for details

Signature Steps

1. Parameter sorting

First, sort all request parameters in lexicographical order (that is, alphabetical order AZ).

Warning: The token always comes first. Only parameters get sorted.

Copy

<code class="language-字母表顺序是按照以下顺序排列的">a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, p, q, r, s, t, u, v, w, x, y, z
</code>

For example, suppose your request parameters are:

Your project's "Token"

chat_user_id=64673427382a7760153e9f81

updated_time={"start":1680000000,"end":1714027206}

page_size=50

project_id=Fill in the project ID in the lower-left corner

page=1

After sorting, the result is:

Your project's "Token"

chat_user_id=64673427382a7760153e9f81

page=1

page_size=50

project_id=Fill in the project ID in the lower-left corner

updated_time={"start":1680000000,"end":1714027206}

2. Splicing parameters

Connect the sorted parameters together with the & symbol.

The concatenated string:

Copy

<code class="language-bash">Fill in your project's &quot;Token&quot;&amp;chat_user_id=64673427382a7760153e9f81&amp;page=1&amp;page_size=50&amp;project_id=1&amp;updated_time={&quot;start&quot;:1680000000,&quot;end&quot;:1714027206}
</code>

MD5 encryption

Warning: Any changes to the parameter names or values require re-sorting and re-encryption.

The concatenated string is encrypted with MD5 to generate a hexadecimal string with 32位小写 external-sign fields. For example, after the required signature above is encrypted with MD5, you will get:

Copy

!#twenty three@!

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How to Use the API

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Cooperative Promotion

Last modified: 2026-06-02Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Partner Program – New User Registration Guide](https://help-en.salesmartly.com/docs/promotional-rebate-campaign)

Partner Program – New User Registration Guide-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

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HomepageCooperative PromotionPartner Program – New User Registration Guide

Partner Program – New User Registration Guide

1. Register as a Referral Partner

1.1 SaleSmartly User - Referral (Direct Access via Client)

Legacy Version Portal: Click the "Invite New Users for Cashback" banner in the top right corner -> Redirect to the new version backend -> Referral account created successfully.

New Version Portal: Click the "Coin" icon in the bottom left corner -> Referral account created successfully.

Note: No need to register again; the system will automatically create a referral account for you.

（Legacy Version Portal）

（New Version Portal）

1.2 For New Users – Register via Referral Link

① Click here: https://affiliate.partnershare.net/login?product_id=3238
② Sign up using your email address.

2. Get Your Referral Link and Start Earning

2.1 Log in to your Referral Dashboard to get your exclusive referral link/invite code.

2.2 Share your referral link/invite code with friends, colleagues, or business partners.

2.3 Earn up to $500 for each successful referral.

❗If you are a SaleSmartly user, the promotion commission interface is as follows👇

❗If you registered solely via an affiliate link, the affiliate dashboard interface is as follows👇

For detailed instructions on using the affiliate dashboard and how to withdraw commissions, please refer to this guide 👉 [Affiliate Dashboard – Step-by-Step Guide].

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Cooperative Promotion

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Last modified: 2026-01-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）](https://help-en.salesmartly.com/docs/ReferralProgram)

Referral Program-Backend Operation Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageCooperative PromotionPartner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

If you are already a SaleSmartly user, you can directly start your promotion journey within the SaleSmartly client, which supports viewing promotion data, quick withdrawal, obtaining promotion links/invitation codes, as well as copying/downloading promotion resources.

1. Obtain Exclusive Promotion Links/Invitation Codes

① You can directly copy the [Default Link/Invitation Code]

② [More Custom Links/Codes] are supported to classify your different channels and distinguish the promotion influence of each channel

(Click <More Custom Links/Codes> at the bottom left to jump to the custom settings page)

2. Obtain Promotion Resources for Quick Promotion

Path: At the bottom of the interface, find "Promotion Resources" -> You can directly download promotion posters and copy promotional copy

Description: There are different promotion groups available. You can select the optimal promotional materials based on your identity/industry

3.View Promotion Amount & Withdraw Funds

3.1. Real-time access to promotion amounts is available

① Inclusive dimensions: Promotion Balance, Click Count, Registration Count, Paid User Count, Transaction Amount, Pending Amount, Rewarded Amount.

② Click [More Data] in the upper right corner to navigate to the detailed page for comprehensive promotion data viewing.

3.2. Quick Withdrawal
Path: Find [Withdraw Now] at the top left of the promotion backend interface -> You will be redirected to the promotion details page -> Click [Withdraw] at the top right again -> Select withdrawal method -> Confirm withdrawal account to proceed

① Supported withdrawal methods: Alipay/PayPal/WebMoney/Capitalist

For further questions about the affiliate program or commissions, feel free to consult our affiliate manager via Telegram.

👉 Telegram: https://t.me/vita2390

Share this Article

Previous

Partner Program – New User Registration Guide

Next

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Last modified: 2026-01-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Partner Program -Backend Operation Guide (Affiliate Exclusive)](https://help-en.salesmartly.com/docs/AffiliateExclusive)

Referral Program -Backend Operation Guide (Affiliate Exclusive)

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageCooperative PromotionPartner Program -Backend Operation Guide (Affiliate Exclusive)

Partner Program -Backend Operation Guide (Affiliate Exclusive)

After registering your promotion account: How to get the promotion link? How to obtain promotion resources? How to view promotion data? How to withdraw funds?

1.Operation Guide for Promotion Commission Interface

1.1 How to Obtain Exclusive Promotion Links/Invitation Codes?

Path: Go to [Links] in the page menu bar -> Click "Copy" directly

Description:
① You can obtain the [Default referral link and code] directly
② [Custom Referral Link and Referral Code] are supported to classify your different channels and distinguish the promotion influence of each channel

Tip：Whether the invited user registers via the promotion link or fills in the invitation code during registration, they will be automatically bound to the referrer and eligible for commission rewards.

An invited user who registers via the referrer's exclusive promotion link will be automatically attributed to that referrer.

If an invited user does not register via the promotion link, they can also fill in the referrer's invitation code in the invitation code field on the registration page, and will also be bound to that referrer.

1.2 How to quickly share copy/posters with promotion links?

Path: Menu Bar > "Links" -> Click the Share Button

Description: There are [Promotional Copy], [Promotional Posters] and [Promotional QR Codes] available. You can select the optimal promotional materials according to your needs.

❗ The promotion links in the materials and the QR codes at the bottom right of the posters are all your exclusive ones.

1.3 How to view the detailed data of each link/invitation code?

Path: Menu Bar > [Performance] -> You can view detailed data from three different dimensions: "Time", "Links", and "Source" respectively

1.4 How to obtain more practical product materials to support promotion?

Path: Menu Bar > [Resources] -> Select the required promotion materials & practical insights

2.View Promotion Amount & Withdraw Funds

2.1 How to View the Real-time Status of Promotion Amount?

Path: Menu Bar > [Summary] -> "Data Summary"

Description: The promotion amount can be viewed in real time. For more detailed reward information, please click [Rewards] in the menu bar.

2.2How to Withdraw Funds Quickly?

Path: Find [Withdraw] at the top right of the promotion backend interface -> Enter the withdrawal amount -> Select the withdrawal method -> Confirm the withdrawal account to complete the process

Supported withdrawal methods: Alipay/PayPal/WebMoney/Capitalist

For further questions about the affiliate program or commissions, feel free to consult our affiliate manager via Telegram.

👉 Telegram: https://t.me/vita2390

Share this Article

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Affiliate Dashboard – Step-by-Step Guide

Last modified: 2026-01-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Affiliate Dashboard – Step-by-Step Guide](https://help-en.salesmartly.com/docs/affiliate-dashboard-guide)

Affiliate Dashboard – Step-by-Step Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageCooperative PromotionAffiliate Dashboard – Step-by-Step Guide

Affiliate Dashboard – Step-by-Step Guide

After registering your affiliate account, here’s how to:
Get your referral link, access marketing materials, track your performance, and withdraw your commission.

1. How to Use the Affiliate Dashboard

1.1 How to Get Your Unique Referral Link/Invite Code

Go to the “Links” tab in the menu → Click “Copy”

Notes:
① You can use the default referral link and code directly.
② You can also create a custom referral link and referral code to differentiate between various channels and track their performance separately.

1.2 How to Share Promotional Materials with Your Referral Link

In the “Links” tab → Click the “Share” button

Notes:

You'll find ready-to-use promotional text, posters, and QR codes. Choose the format that best suits your needs.

❗ All materials whether text, poster, or QR code come embedded with your exclusive referral link.

1.3 How to View Data for Each Referral Link/Code

Go to the “Performance” tab → View detailed data by time, link, or invited users.

1.4 How to Access More Promotional Resources and Tools

Go to the “Resources” tab → Choose the documents or materials you need for better promotion.

2. View Earnings & Withdraw Commission

2.1 How to Check Your Earnings in Real-Time

Go to the “Summary” tab → View your Data Summary

Notes:
You can monitor real-time earnings here. For a detailed breakdown of your rewards, go to the “Rewards” tab.

2.2 How to Withdraw Your Commission

Click “Withdraw” in the top-right corner of the dashboard → Enter the withdrawal amount → Select the withdrawal method → Confirm the withdrawal account

Notes:
① Supported withdrawal methods: Alipay / PayPal / WebMoney / Capitalist
② In compliance with related regulations, Alipay withdrawals require real-name verification in advance.

For further questions about the affiliate program or commissions, feel free to consult our affiliate manager via Telegram.

👉 Telegram: https://t.me/vita2390

Share this Article

Last modified: 2025-07-10Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly Introduction](https://help-en.salesmartly.com/docs/introduction-of-salesmartly)

SaleSmartly Introduction

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageVideo TutorialSaleSmartly Introduction

SaleSmartly Introduction

Share this Article

Previous

Video Tutorial

Next

Quick Star-chat

Last modified: 2025-05-12Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Quick Star-chat](https://help-en.salesmartly.com/docs/quickstar-chat)

Quick star-chat

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageVideo TutorialQuick Star-chat

Quick Star-chat

Share this Article

Previous

SaleSmartly Introduction

Next

Quickstar-Integrated

Last modified: 2026-04-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Quickstar-Integrated](https://help-en.salesmartly.com/docs/quickstar-Integrated)

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Last modified: 2026-05-18Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Changelog-2026.3](https://help-en.salesmartly.com/docs/geng-xin-ri-zhi-2026-3)

1. Team View: Smarter oversight for supervisors

To help admins monitor live agent conversations more efficiently, we've introduced a new Team View in the new chat dashboard, along with optimized filters.

Team‑only view: When enabled, bot chats and unassigned conversations are automatically filtered out. You'll only see live chats currently being handled by your team members.

Workload at a glance: When filtering by agent, you can now see each member's online status and active chat count. Supervisors can assess team capacity in real time and assign tickets accordingly.

👀 Before vs. After:
Then: squinting at "All Chats" to pick out human conversations.

Now: switch to Team View and instantly see every active customer chat. Response quality monitoring is now precise.

Team View

Filter by agent with live chat count

2. Quick Replies Stay Open: One click, always there

We've flipped the logic of Quick Replies from "open on demand" to "always on" for high‑volume rep sessions.

Persistent across chats: Once you open the Quick Reply panel, it stays open even when you switch between different customer conversations on the left. Select and send with no re‑opening required. It shaves seconds off every interaction.

👀 Before vs. After:
Peak hours, same scripts, different customers.

3. LINE Emoji Support: Native expressions, no more garbled characters

We've taken LINE integration a step further by adding support for LINE's native emoji.

All LINE conversations inside the system now display emoji sent by customers correctly. No more squares or garbled text.

👀 Before vs. After:
In key LINE markets like Japan, Taiwan, and Southeast Asia, emoji carry tone.

4. Leave Internal Notes Without Customers Ever Seeing Them

No more screenshots. No more “quick context?” messages.

You can now switch to note mode directly inside the chat and leave messages only your team can see.

Fully internal and completely invisible to customers

Clearly separated from regular messages

Supports text and emojis

Saved as part of the conversation history

Need to revisit something later? All notes are searchable, so you can quickly find past context when it matters.

💡 Perfect for handovers, complex cases, or cross team collaboration.

Use case:
Agent A resolves a tricky issue and passes it to Agent B.
Instead of sending extra messages, they leave a note like:
“Customer agreed to reshipment. Please double check tracking.”

When B picks up the chat, everything is clear at a glance.

5. Messenger Templates, Now Easier to Manage

Cleaner structure. Better control. Less risk.

We improved how you manage Messenger notification templates so everything stays organized.

Delete invalid or failed templates individually or in bulk

Access is based on connected social accounts

Templates set as global remain visible to everyone

Filter by page to quickly find what you need

Copy templates as long as you have viewing access

💡 Especially useful if you manage multiple pages at once.

New delete feature

Template permission management

Page account filter

6. See Exactly Which TikTok Ads Drive Conversions

From click to conversation to customer.

After connecting TikTok Ads, every incoming lead is automatically tagged and tracked.

Identify which ad groups bring in conversations

Track performance all the way to conversion

Make decisions based on real data

💡 Finally, you can clearly see what your ad spend is actually doing.

7. LINE Personal Accounts, Now Fully Integrated

More personal conversations, without losing control.

You can now connect LINE personal accounts directly to SaleSmartly.

Manage multiple personal accounts in one place

No need to switch between devices

Build stronger one to one relationships with customers

Keep customer data even when staff changes

💡 Especially helpful for teams in Japan and Taiwan.

8. Send Files on Zalo

Because some things should not be sent as text.

You can now send attachments across chats, broadcasts, and automation flows.

Support files up to 50MB

Works across all messaging scenarios

No format restrictions to worry about

💡 Send catalogs, quotes, or contracts in one step.

9. Clean up Even Active Messenger Templates

Because active does not always mean useful.

You can now delete templates that are still marked as valid.

Remove outdated campaigns anytime

Keep your template list clean and focused

💡 No more scrolling through templates you no longer use.

10. Messenger Broadcast Optimization: Now supports “template first, then audience”

To make broadcast workflows feel more intuitive, we've improved the process for Messenger utility templates.

Switch between send modes freely: When creating a broadcast, you can now toggle between “audience first” and “template first” modes.

Let content define your audience: In “template first” mode, pick a suitable marketing or subscription template from your library. The system will then match the exact customer list that can receive that content.

Use case: In the past, you might have selected a large audience only to find no usable template. Now you can let content decide your audience: pick your weekly promo template, and the system automatically filters customers who can receive it. Faster broadcast setup, smarter targeting.

11. Messenger Notification Rich Media Templates are here

To boost conversion on Messenger, notification messages now support richer formats.

New content options: Messages are no longer limited to plain text. When creating a template, you can switch between “text” and “image” modes. Use product posters or campaign banners to grab customer attention instantly.

Use case: For customer re engagement or new season launches, send a high impact product image that appears directly in the chat. No more forcing customers to click a link to see the visual. Higher ROI, right in the conversation.

12. Messenger Message Sync Improvements

To ensure accurate communication, we've enhanced the message sync mechanism for Messenger.

Real time edit sync: When a customer edits or modifies a sent message in Messenger, the updated content syncs instantly in SaleSmartly, with a clear “Edited” label. Your support team sees the change immediately.

Use case: Customers often tweak or correct their messages mid conversation. Now your agents don't have to double check the chat history. The system shows the final edited version directly, keeping both sides perfectly aligned for smoother, more reliable conversations.

### [Changelog-2026.2](https://help-en.salesmartly.com/docs/Changelog2026-2)

1. Personal WeChat Integration

Highly requested and now available: Personal WeChat is officially supported in SaleSmartly, for deeper, unified private domain management.

Full chat: 1-on-1 and group messages, text, images, video, files, emojis, and @mentions

Native experience: Real-time sync, message recall, reply quoting, member list view

Unified inbox: Manage all WeChat accounts in one dashboard

Why this matters

Stop switching between devices or multiple WeChat clients. Handle all conversations in one platform for more professional, efficient private domain service.

2. Instantly Locate Conversations with Global Search

A new search bar in the updated chat interface lets you instantly find conversations by customer name, notes, or keywords—and jump directly into the chat.

Why This Matters
• Quickly reference past context when a returning customer reaches out.
• Reduce time spent scrolling through conversation lists.
• Respond faster and with greater relevance.

Note: Full chat history search is currently in development and will be released soon.

Try Global Search

3. Messenger Updates to Keep You Compliant

We've adapted quickly to Meta's latest changes to Messenger conversation policies. Our updates help you stay within the new guidelines while keeping customer conversations flowing without interruption.

What's new:

24 hour session notice: When you try to send a message outside the 24 hour window, the system now shows a clear warning. This helps you avoid policy violations before you hit send.

7 day session adjustment: If a customer hasn't replied in more than 7 days, the system nudges you to switch to a notification template instead of a standard message.

24 hour session warning

7 day session adjustment

Why this matters

Meta now closes standard messaging windows after 24 hours of inactivity. After 7 days, the restrictions get even tighter. With our updates, you can still reach back out using notification templates. No policy worries. Just longer term follow up and marketing reach when you need it.

4. TikTok Group Chats Just Got Smarter

Your TikTok fan groups can now run on autopilot.

Automated replies for groups:

Build custom automation flows for your TikTok group chats. Whether someone asks a question or a conversation sits too long without a reply, the system can jump in.

Triggers now include:

-Visitor sends a message
-Visitor intent detected
-Agent takes too long to reply
-Visitor takes too long to reply

Automation examples

Why this matters

Set up welcome messages or keyword triggered auto replies for your TikTok groups. Keep the conversation going and handle common questions instantly. No need to have someone watching the group 24/7.

5. Shared Analytics Links Now Show the Details

When you share a dashboard with partners or clients, they can now dig into the numbers themselves.

Click through to customer data

In any shared analytics link, clicking on a number opens a side panel with the actual customer list. Real time. No back and forth.

Same experience as inside the app

External collaborators can navigate just like they would in your own dashboard. They find what they need. You save the explanations.

Customer analytics dashboard

Why this matters

Share a dashboard with your boss or a partner. They want to verify a number. Instead of emailing you for the raw data, they click and see it themselves. Faster. More transparent. Way less back and forth.

### [Changelog-2026.1](https://help-en.salesmartly.com/docs/Changelog2026-1)

1. AI Smart Reply is Here: Faster Customer Responses Than Ever

A new Smart Reply feature is now available in online chats. From the conversation window, you can activate the AI bot linked to the corresponding social media account. Based on customers’ unanswered messages, the AI intelligently generates suggested replies and fills them into the input box with one click.

You can also use Smart Reply on a specific individual message, with no manual copying or pasting required. Accounts that have not yet configured an AI bot will receive clear setup guidance to help complete the configuration quickly.

Why it matters:

During peak inquiry periods, customer service agents often need to quickly understand context and craft responses. With a single click on Smart Reply, AI generates an appropriate response based on the latest unanswered messages. Agents simply review and send, significantly reducing thinking and typing time. This is especially helpful for new agents or teams managing multiple accounts, lowering the response barrier and ensuring more consistent and efficient customer support.

Call Smart Reply

AI Smart Reply generating

Smart reply generated

Smart Replying to a specific message

2. TikTok Business Account High-Intent Comments: Identify Opportunities at a Glance

SaleSmartly now supports syncing and displaying TikTok’s official High Intent Comment labels for TikTok Business Accounts. Comments with clear purchase intent are highlighted, helping teams quickly identify interactions with higher conversion potential.

Why this matters
When video comment volumes increase rapidly, manually assessing each comment is time consuming and easy to miss. High intent comment labels allow customer service and operations teams to immediately identify potential customers and prioritize the conversations most likely to convert, making comment management far more efficient.

Identify high intent comments on TikTok Business Accounts at a glance

3. Zalo Payment Message Compatibility: No More Gaps in Communication

SaleSmartly now supports payment card messages on the Zalo channel. When a customer initiates a payment within a Zalo conversation, agents will see a clear payment card prompt and can view the details in the official Zalo app.

Why this matters
When communicating and closing deals via Zalo, agents can see payment notifications directly in the chat interface after a customer completes payment on Zalo. This prevents missing critical information due to message type incompatibility.

Zalo payment message compatibility

4. Messenger Notification Template Optimization: Bulk Sending Just Got Easier

The creation process for Messenger notification templates has been further simplified. Language options and button field displays have been optimized, and a new quick entry has been added when selecting templates for broadcasts.

When sending Messenger broadcast messages, click Choose a Template and then New Template to jump directly to the template creation page, improving setup efficiency.

Why this matters
When businesses need to send notifications to users in bulk, there is no need to leave the workflow to create templates separately. The optimized process helps teams build Messenger compliant notification templates faster and more accurately, making large scale customer outreach easier and more efficient.

Optimized button field display

Create New Template shortcut in the broadcast template selection list

When the system language is English,

notification templates are labeled as Utility Messages

5. Live Chat, Completely Revamped

We’ve delivered a full visual and functional upgrade to our live chat experience!

-More modern interface: A brand-new UI with a cleaner, more polished look.

-Smoother interactions: Faster conversation loading and optimized interaction logic.

-More flexible configuration: Rich customization options to create a chat window that truly reflects your brand.

-New Dark Mode: Light and dark themes available, switch anytime based on your environment or preference.

-Draggable chat modules: Freely move the chat window to create the most comfortable workspace.

-Customizable customer info layout: Drag and reorder customer information fields to build the most efficient, personalized view.

💡 Want to explore more configuration options? Visit our Help Center on the official website for detailed documentation.

Brand-new UI, a more modern look

Light & dark modes, one-click switching

Freely draggable chat modules

Fully customizable customer information layout

How to use: On the legacy page, click “Switch to the New Version” to access the all-new chat interface.

6. Improved Routing Link Compatibility

Upgraded routing link algorithm: Routing links now support detection of abnormal social media accounts.

Previously, routing links could include deleted or invalid accounts in their calculations. We’ve now optimized the algorithm to automatically exclude invalid data, making conversion metrics far more accurate.

We’ve also added an “Invalid Account Alert” feature. Go to [Marketing] ➔ [Diversion Link] ➔ [Diversion Object] to instantly view social media accounts that are banned, invalid, disabled, or deleted.

Why this matters
Before major promotions or ad launches, quickly identify and replace problematic accounts to prevent failed redirects. For teams managing a large number of accounts, there’s no need to test them one by one. This feature helps you precisely locate “zombie accounts,” keeping your routing pool healthy and effective at all times.

7. WhatsApp API Now Supports Flows

SaleSmartly now integrates WhatsApp Flows, delivering a fully native, interactive customer experience.

-One-click backend sync: Easily sync Flows created in the WhatsApp Manager.

-Send directly in live chat: Agents can send Flows directly within the 24-hour conversation window, guiding customers to complete key actions in real time. After sending, the Flow’s completion status is visible at a glance.

Why this matters
Customers no longer need to leave WhatsApp to fill out web forms. Forms can pop up directly within the chat to collect leads or feedback, significantly boosting conversion rates. Once a Flow is completed, the data can automatically trigger follow-up system actions, enabling fully automated workflows from inquiry to registration.

Flow Sync Steps

8. SaleSmartly's Built-in Promotion & Commission

The promotion and commission feature is now fully embedded within the SaleSmartly system—no need to jump to external links. Users can conveniently view referral records, commission rates, and payout details in real time, all from one place.

9. TikTok Personal Accounts Now Support Group Chats

We’ve further enhanced messaging capabilities for TikTok personal accounts, enabling deeper community management and richer multimedia interactions.

Key features include:

Full Group Chat Compatibility:
Both the customer list and live chat now support synchronized group chats. You can fetch up to 20 recent group conversations, view detailed member lists (avatar, display name, TikTok username), manually refresh the list, and search for members by name.
(Currently supports text and emoji messages, covering essential community maintenance needs.)

Bulk Messaging for Group Chats:
The group filter now supports the TikTok App channel, making it easier to operate on specific accounts. The system allows bulk message sending directly to TikTok group chats.

Why this matters
Sellers no longer need to frequently switch between the TikTok app. They can manage TikTok fan groups, reply to inquiries in real time, and broadcast promotional updates directly within SaleSmartly, achieving efficient, centralized management of group chats across multiple accounts.

Group Chat Filter

Bulk Messaging to Group Chats

10. WeCom Now Supports Precise Message Quoting

We’ve optimized interaction capabilities for the WeCom channel to enable more accurate and contextual replies.

Highlights:

All Message Types Supported:
When sending messages in the system, you can now quote text, images, videos, audio, files, and @ mentions. This applies to human agents, automation workflows, bot replies, and messages synced from other platforms.

True Native Quoting:
All quoted messages use a “true quote” mechanism, ensuring the display in the WeCom client is fully consistent with native WeCom behavior.

Why this matters
When customers send multiple messages or images in quick succession within a group chat, agents can quote and respond to a specific message, reducing confusion and improving communication clarity.

Quote Your Own Messages

Messages from visitors (including “@ mentions” and “audio”) can be quoted.

11. Automate Actions When New Members Join Your Telegram Groups

Now, when a new member joins a Telegram group managed by your Bot, an automation workflow can be triggered instantly to send welcome messages, share group rules, or assign tags automatically.

Why This Matters
• Save time on manual follow-ups and increase community engagement efficiency.
• Provide every new member with immediate, professional guidance.
• Automate initial tagging to segment audiences from the moment they join.

Note: You can also add a “delayed send” to make welcome messages feel more natural and less automated.

Automation: “When User Joins Group”

12. Define Precise Data Access with Granular Permissions

In Team Management → Role Management, a new “Data View Scope” dropdown lets you assign different visibility levels: View All Data, View Subgroup Data, or View Own Data Only.

Why This Matters
• Protect sensitive data by applying the principle of least privilege.
• Keep team leads focused on their own groups without access to company-wide information.
• Allow admins to maintain full oversight with one click.

Note: The interface dynamically filters lists based on the selected scope—no manual view switching required.

Team Management Preview

13. Sync Complete Customer Profiles via Enhanced API

Our “Update Customer Profile” API endpoints now fully support text, dropdowns, multiple choice, number, date, and all other custom field types.

Why This Matters
• Seamlessly sync complex customer data from external CRM or e‑commerce platforms.
• Build richer, more actionable customer profiles.
• Enable truly personalized marketing and service delivery.

Hint: Date fields are automatically formatted to prevent sync errors due to mismatched formats.

### [Changelog-2025.11.30](https://help-en.salesmartly.com/docs/changelog-2025-11-30)

1. New Automation Attribute: Ad ID

Find the new Ad ID under Automation Workflows > Trigger Conditions > Customer Attributes & Behavior to create rules that automate the journey from ad engagement to agent assignment and customer tagging. Customers from different ads can be automatically routed to relevant agents, and their ad source will display in the Chat conversation list for easy performance tracking.

→Why it matters: Accurately identify customer sources for multi-channel e-commerce ads. The system automatically detects customer origins and applies relevant tags. For example, customers from different Facebook ad campaigns can be assigned to dedicated agents with specific Ad IDs, improving conversion tracking and creating smoother ad-to-service workflows.

Set up an automated process using the Advertising ID

Check related ad details in the Customer List

See customer ad sources in the Chat inbox

2. New Customer Analysis Report

The Reports section now includes a Customer Analysis report showing new customer trends and repeat customer rates. Data refreshes hourly and can be filtered by time period, social account, channel, team member, and more. Export to Excel with one click, with automatic segmentation of new, unique, and repeat customers through clear charts and tables.

→Why it matters: When marketing needs to measure campaign results or support leads in analyzing growth trends, this report provides clear visual data. Quickly assess customer volume changes and repeat customer patterns to optimize engagement strategies. Filter by social channel or team group to identify high-quality sources and repeat ratios for smarter decisions.

Analyze customer growth and repeat customer trends

Control data visibility for team members in the Customer Analysis report

3. New Online Duration Report Is Live

A new Online Time metric has been added to the Report center. Permission settings are now more flexible, and the system automatically adjusts the visible data based on each user's role. The report updates every hour and clearly shows member nickname, group, login time, online time, busy time, offline time, and corresponding proportions. You can filter by member, group or date and export everything to an Excel file with time dimensions included.

→Why it matters: Business owners can view who has been online the longest today and whether anyone goes offline frequently. Team leaders can check member status by group. Customer service agents can review their own daily performance.

Flexible filtering by member, group, and date

Configure data visibility with ease

4. Phone Numbers and Email Addresses Can Now Be Shown or Masked

When editing role permissions in Team → People Management, you can now choose whether phone numbers and email addresses are displayed or encrypted. Encryption remains enabled by default, but team administrators can decide which fields should be visible. This allows truly flexible privacy management that adapts to real business needs.

→Why it matters: For example, a team may want to hide advertising information but show phone numbers for quick contact, or display email addresses while hiding other private fields. Administrators can now customize what each role can see without being limited by default settings. Information becomes easier to manage, communication flows more smoothly, and permission control becomes more adaptable.

Customize visibility of customer data

5. Bulk Reply from the Customer List

A new Bulk Reply feature is now available in the Customer List. You can select up to 100 customers at once. The system will automatically create individual sessions and open the chat interface. If a customer does not yet have a session, one will be created automatically. While batch processing is underway, incoming messages from other users will continue to refresh normally, so your conversation flow will not be interrupted.

→Why it matters: During promotional campaigns, holiday notifications, such as the Black Friday event, or when reconnecting with groups of existing customers, agents no longer need to send messages one by one. Simply select the customers and start re-engagement with one click. The system creates a session for each customer automatically, and agents can follow up directly within the chat window.

Select customers in bulk

Confirm bulk reply

Jump straight into the chat interface

6. Shopify Store Orders Can Now Be Synced

Order List now supports syncing orders from Shopify stores. After authorizing your store, you can select a date range. The default range is the past seven days, and the maximum is thirty-one days. In Form Management, click Synchronized Orders, and the Task Center will process the sync automatically. You will see clear statistics showing the number of new and updated orders. Synced orders will automatically match store name, order amount, and other details. You can filter, search, and export them as needed.

→Why it matters: A single click on Synchronized Orders pulls all orders into SaleSmartly for unified viewing, filtering, and follow-up. This is especially helpful for teams managing multiple stores, allowing orders, customer service, and order tracking to be handled in one place.

Select a store to sync orders

Create new orders and link customers during live chat

Choose orders to associate

7. Role-Based Filtering in Member Management

You can now filter members by role name in Team → People Management. This works for both default and custom roles and allows you to find members with greater accuracy.

→Why it matters: When an administrator needs to adjust social media permissions, customer information permissions, or job responsibilities for a specific role, there is no need to scroll through a long list of names. Simply filter by role to locate the correct members immediately. Permission configuration becomes faster and much more efficient.

Filter members by role

### [Changelog-2025.10.31](https://help-en.salesmartly.com/docs/changelog-2025-10-31)

Support agents can instantly verify customers' TikTok profiles and history. No more digging through separate platforms or asking repetitive questions. This creates smoother conversations and better customer experiences.

### [Changelog-2025.09.30](https://help-en.salesmartly.com/docs/changelog-2025-09-30)

Changelog-2025.09.30

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1. Chat Plugin Now Supports Streaming Mode

AI replies will now be delivered word-by-word in real-time. During output, the visitor side will show “Generating…”, and if the visitor chooses to stop, it will display “Visitor Termination Output”. Manual agent replies will continue to show “Typing…”, making it easy to distinguish between AI and human responses.

Use Case:
Previously, AI replies were sent only after the full message was generated, causing visitors to think no one was replying. Streaming mode reduces wait anxiety and makes conversations feel more natural, similar to live typing from a real agent.

The AI is responding in streaming mode, and the visitor's online chat box button changes to "Output"

Visitor termination output

Manual customer service is replying

2. New Agent Assignment Rule: Respect Daily Session Limits

In Automated Process→ Assigning Customer Service, a new toggle—“Allocation based on the daily maximum number of simultaneous visitors”—has been added. When enabled, the system will route new conversations only to agents who have not reached their max active session limit. You can configure each agent’s limit in Team.

Use Case:
This prevents service overload on individual agents, improves workload balance, and lets admins assign more sessions to high-performing members to maximize team efficiency.

Enable [Allocation based on the daily maximum number of simultaneous visitors]

Modify the daily maximum number of simultaneous receptions

3. WeCom Enhancements: Audio Messages, Merged Message Cards & Mini-Program Messages

Agents can now send audio (mp3/ogg, ≤10MB, ≤60s) in WeCom chats, message broadcasts, and automation.

WeCom merged chat history cards are now supported. Agents can open combined message cards containing text, images, files, video, and audio in one place.

WeCom Mini-Program messages are now supported and can trigger automation rules (e.g., Any message received, No reply timeout).

Use Case:
Audio replies make communication more expressive. Merged cards help agents quickly review past context, and mini-program compatibility keeps automation intact even for special message formats.

Enterprise WeChat channels support sending audio

4. Start New WhatsApp Chats Using Account Notes

When starting a new WhatsApp conversation, agents can now search accounts by account remark (not just phone number). This allows agents to quickly locate the desired account by simply entering the account's notes, eliminating the need to search for a complicated number.

Use Case:
For teams managing many WhatsApp accounts, this avoids confusion and speeds up the sending process by eliminating the need to memorize numbers. Now, users can quickly find the required account through note search, eliminating the impact of selecting the wrong account and significantly improving the team's response speed when managing multiple accounts.

Enter the note to search the account directly

5. Smarter Duplicate Contact Rules

Duplicate identification now supports matching by Name + Avatar, Username, and Official Social Media ID, in addition to Phone and Email. (Username and ID matching are available on select channels.)

Use Case:
When customers reach out from multiple platforms (TikTok, Instagram, Telegram, VK, WeCom, etc.), the system can now auto-detect duplicates, even without a phone or email, reducing manual merging and improving customer data accuracy.

Added [Customer Name + Avatar], [User Name] and [Official Social Media ID] methods to identify duplicate contacts

6. Recurring Message Broadcasts

Message broadcasts now support recurring schedules daily, weekly, or custom cycles. A single plan will continuously send the same content based on the schedule you set.

Use Case:
Perfect for weekly campaign reminders, daily tasks, or coupon follow-ups, without repetitive manual sending.

Set up a recurring delivery schedule

Search for set recurring schedules

View recurring plan details

7. More WeCom Compatibility: Quote Reply, Contact Cards, Location & Call Message Types

Agents can now quote text, images, files, and stickers.

Contact cards, location messages, and voice/video call messages are supported.

Location messages allow direct map navigation; missed call messages create readable prompts and can trigger automations.

Use Case:
Clearer context in chats, faster navigation, and no missed conversation events, even if an agent misses a call. Even if the customer service representative misses a voice/video call, the system can automatically capture and generate a conversation reminder. It can trigger AI automatic response or subsequent follow-up processes to ensure that important information is not missed.

Support quoting messages sent by the other party

Display business card message

View location messages

8. Personalized Agent Welcome Messages

A new "Customer Service Welcome Message" configuration has been added to [Set Up] - [Team] - [Edit]. Once configured, the system will automatically send a welcome message when a customer joins a conversation (excluding email and comment channels). In [Customer List] - [Assign Conversation], if you select [All Customers], the system will distinguish whether the customer has an active conversation. Even for customers who are currently in a conversation but unassigned, a welcome message will be automatically sent after the assignment.

Use Case:

Teams can differentiate greetings by member role, for example: Sales: “Hi! The item you reserved is now in stock.” Technical support: “Hello, I’m the specialist assisting you with your issue.” This reduces cold starts and improves the first-response experience.

Set the welcome message

Customer service access session, welcome message pops up

Select [All Customers] to automatically send a welcome message to customers who are in conversation but not assigned.

9. Customer List Now Displays & Exports Ad Information

For Facebook Messenger, WhatsApp, WhatsApp API, and TikTok Business accounts, the Customer List now displays Ad Name (ad_name) and Ad ID (ad_id) and supports exporting this data if you choose Related Advertising Information.

Use Case:
Teams can instantly correlate leads with ad sources, evaluate ROI, and better optimize ad campaigns. When exporting customer data, advertising fields are synchronized to facilitate subsequent comparison with data from the delivery platform, reducing manual analysis time and helping the team accurately assess advertising ROI and optimize delivery strategies.

Add the [Related Advertising Information] field in [Custom Display Column]

10. Jump to Conversation Context in Chat History

Search results in Chat History now support one-click “Jump to view context”, allowing you to jump to the exact place in the conversation thread.

Use Case:
Agents can quickly understand the full background behind a message, leading to more accurate and empathetic replies.

Click to jump to see context

11. Translation Usage Threshold Alerts

A new alert system warns all project members when remaining translation quota falls below a custom threshold. The notification can be turned off manually, and the reminder will automatically disappear when the top-up is completed. By default, the alert switch is off.

Use Case:
No more unexpected service interruptions, teams can recharge in time and avoid workflow disruption.

Customize alert thresholds

12. New Customer List Views

You can now create, edit, reorder, and save custom Customer Views (e.g., “High-Value Users,” “Recently Active,” etc.) based on your filters. Views follow existing permission rules.

Use Case:
One-click switching between customer segments speeds up data analysis and targeted outreach.

Create a [Customer List] view

Create a new view

13. AI Bot “Simulate real person response” Mode

The AI bot can now wait, merge multiple visitor messages, and respond once, instead of replying message-by-message. It also simulates human typing speed (e.g., 0.02s/character, 4s minimum for short replies). Works in private chats and group chats (requires @mention in groups).

Use Case:
When users send multiple rapid messages, the AI now replies more naturally, avoids repetitive answers, and delivers a smoother chat experience.

Open simulated real person response

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Last modified: 2025-10-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.08.31](https://help-en.salesmartly.com/docs/changelog-2025-08-31)

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1. New Integration: WeCom Channel

WeCom is now available as an integrated channel in SaleSmartly. It offers the same functionality as the SaaS version of WeCom, allowing you to receive and reply to private messages and group chats directly from SaleSmartly. Additional features include automation, AI bots (not available in groups), contact sync, notes, and device ID management.

Use Case: If your business uses multiple WeCom accounts for customer communication, connecting them to SaleSmartly lets you manage everything in one place. Your team won’t need to switch between different WeCom accounts. All messages, automated replies, and AI tools can be handled within SaleSmartly, making cross-team and multi-location collaboration smoother.

Follow the system prompts to complete the integration process and fill in the required information

Successfully integrated WeCom

2. OCR Text Extraction from Images

You can now extract text directly from images in chats. Click the "Text Extraction" button on any image to recognize text and copy it with one click. This also works in [Session Management] and [Customer List] for images from past chats. OCR usage can be monitored and topped up under [App Store] > [SaleSmartly AI Tools].

Use Case: Support teams often receive screenshots or photos of documents from customers. Instead of manually typing out order numbers, addresses, or problem details, use OCR to instantly extract text and paste it into your system or share it with teammates. This reduces errors and speeds up processing.

Click Text Extraction to copy with one click

View OCR usage and quota

3. Session Assignment Now Respects Group-Based Permissions

Under [Team] > [Role Management], you can now restrict session assignment to members within the same group. This prevents customers from being accidentally assigned to agents in other groups, helping teams collaborate within clear boundaries.

Use Case: If your support team is divided by region or product line, this feature ensures that customers are only assigned to agents within the relevant group. For example, Group A agents will only handle Group A customers, avoiding cross-group confusion and improving efficiency.

Edit role permissions

In live chat, reassign customers to other members in the same group

In Customer List, reassign customers to other members

In Session Management, reassign customers to other members

4. Custom Domains for Chat Plugin Links

Chat plugin links can now use custom domains (e.g., www.yourbrand.com). This strengthens brand identity and reduces the risk of links being blocked. New plugins must have a domain configured, while existing plugins will continue to work with their default links.

Use Case: Using a custom domain makes your chat links more trustworthy and recognizable to customers. It also helps avoid access issues caused by filters or firewalls that might block default domains. Perfect for use in ads, websites, or official communications.

New plugins must be configured with a domain before use

Existing links retain the default domain and remain accessible

Enter your custom domain

5. Telegram Bot Welcome Message Parameter

When adding a Telegram Bot to your chat plugin, you can now set a custom welcome message. Customers will see this message as soon as they open the chat, helping to guide the conversation from the start.

Use Case: Use this to prompt users to describe their question or issue right away. This enhances the customer experience and enables your team to gather the necessary context more quickly, thereby reducing back-and-forth communication.

After setting the parameter, customers will receive the preset message when chatting with the bot

6. Improved Translation Feature in Chat

The translation feature in the chat module has been redesigned for a cleaner interface. The translation bar has been removed, and settings are now accessible via the [Settings] icon. You can enable one-way translation (only translate your messages or the customer’s), and settings are saved per conversation. A new preview option lets you check translations before sending.

Use Case: When helping customers in different languages, you can now choose to translate only one side of the conversation to reduce clutter. The preview function helps avoid mistranslations, and you can switch translation languages on the fly for better accuracy.

Click the Translate button to enable translation

Open translation settings and switch languages

Flexibly choose the translation scope

Open Translation Preview, check translation results, and choose to send original/translated text

7. Batch Import and Update for Customer Lists

The customer import feature now supports updates. You can export up to 10,000 customer records at once, make changes in the spreadsheet, and then re-upload to update fields like notes, remark names, phone numbers (excluding WhatsApp channels), and emails (excluding Email channel). You can also add or overwrite tags in bulk.

Use Case: If you maintain customer data in another system, you can now easily sync changes to SaleSmartly without editing each record individually. Export, update, and re-upload. It’s that simple.

Bulk export customer information for updates

Modify customer information in the exported sheet

Re-import to update customer information in bulk

The system detects updated customer information

Add or overwrite tags for multiple customers at once

8. Batch Upload for Broadcast and Automation Media

You can now upload multiple files at once to the media library for use in broadcast messages or automation workflows. Each batch can include up to 20 files of the same type (images, videos, etc.).

Use Case: Save time when preparing marketing campaigns or setting up automations by uploading several images or videos in one go instead of one by one.

Bulk upload materials for message broadcast

Bulk upload materials for automation workflows

9. AI Robots for WeCom Groups

WeCom groups now support AI bots. When someone @mentions the bot, it will respond regardless of whether text is included. You can create and customize AI bots under [Robot] > [AI Robot].

Use Case: Use AI bots to automatically answer common questions in group chats, like pricing or return policies. You can use pre-built agents or train your own based on your documentation, giving customers instant answers and reducing the load on human agents.

Configure an AI bot for WeCom to enable AI responses

In live chat, mention @AI Bot in WeCom groups for instant replies

10. Video Support in WeCom Chats

You can now send videos through WeCom via SaleSmartly. Videos up to 60MB in size (mp4, avi, mov, or webm format) can be uploaded to the media library and used in templates, broadcasts, or automations. Sent videos are visible in the chat history.

Use Case: Send product demo videos to show customers how something works, either manually or through automation. Video can also make marketing messages more engaging.

Send videos in live chat

Select a video script reply

Upload videos to the material library

Broadcast videos via WeCom mass messaging

Automate video sending in the WeCom channel

11. Link Previews in Chats

When a link is shared in chat, the system now automatically displays a preview card showing the title and description from the page’s OG metadata or HTML.

Use Case: Agents can quickly understand what a link contains without clicking through, saving time and reducing security risks.

Link preview

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.07.31](https://help-en.salesmartly.com/docs/changelog-2025-07-31)

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Changelog-2025.07.31

1. Word Library Adds Voice Message Support

A new audio content module has been added to the Word Library. It supports uploading voice/audio files and setting up audio responses. Channel adaptation checks automatically filter out platforms that do not support audio.

Use Case: Brand support agents can use friendly voice messages to soothe customers inquiring about after-sales issues, effectively boosting satisfaction. This is also ideal for target demographics like elderly users, who may prefer listening to audio. Furthermore, businesses targeting multilingual markets can thoughtfully use welcome audio messages in different languages to bridge cultural gaps.

Add voice/audio to the word library

After clicking [Add Audio], jump to select the audio material in the material list

2. New Custom Field Formats Added

In Settings > Project Management > Custom Fields, two new formats have been added: Date Selection and Numerical Fill. The chat plugin form, the custom customer profile to the right of the online chat box, and the automated processes [Insert Variable Component] and [Update Customer Information] all support selecting date variables or 8-digit numeric values.

Use cases: For example, when a customer fills out a form through the official chat plugin, they can directly select a date or numeric value, and the data will be automatically synchronized to the SaleSmartly dashboard. Numeric fields are also forced to be in integer format to prevent errors. After creating an automated process, you can also automatically send customers a pre-set date, such as triggering a greeting message on a member's birthday. Date fields accurately drive personalized customer operations.

2. New Custom Field Formats Added
Two new formats, [Date Selection] and [Fill in the Value], have been added under [Set Up] > [Project Management] > [Custom Fields]. These are supported in chat plugin forms, the custom customer info panel in the live chat window, the [Insert Variable] component in Automations, and the [Update Customer Information] automation action for selecting date variables or 8-digit numbers.

Use Case: For example, when a customer fills out a form via the website chat plugin, they can directly select a date or input a number, and this data automatically syncs to the SaleSmartly dashboard. The number field enforces an integer format to prevent errors. After creating an automation, you can automatically send preset date-based messages to customers, such as triggering birthday messages precisely on a member's birthday. Date fields enable precise, personalized customer engagement.

Added [Date Selection] [Fill in the Value] custom fields

Chat plugin [Pre-chat survey] and [Off-line survey] optional fields

Online chat with customized customer information

Automated process [Insert system variable] and add custom fields

Automated process [Update customer information] Optional date and value fields

3. Material Library Video Preview Support

The library now features cover preview and video preview. Click a video in the library to play it directly without downloading it. This feature is especially useful for quickly identifying and using multiple uploaded videos in a collaborative team.

Use Case: The customer service team can directly open the video in the material library, preview the video cover, and open the video to browse the video, which greatly reduces the video selection error rate and accurately selects the appropriate material.

Preview video cover

Select Preview video directly

4. TikTok Business Account Supports Broadcasts & Automation Comments

A new multi-scenario automated process has been added to TikTok business account management, which supports the creation of group messaging plans (text/image/word library + variable insertion) and is compatible with automated comment processes (keywords trigger automatic replies to comments).

Usage scenarios: Users can quickly set up mass messaging plans for TikTok business accounts to save time. Furthermore, when users reply to keywords on TikTok business accounts, automated processes can be triggered to automatically reply to customers, achieving precise conversion of public domain traffic and 24/7 interactive hosting without the need for long-term human oversight.

Supports creating TikTok business account mass messaging plans

Support group messaging with TikTok business accounts

Support the TikTok business account comments automation process

Creating an automated comment flow on TikTok

5. Diversion Links Now Support TikTok App Accounts

New TikTok app account diversion channels have been added to the [Diversion Link] section, supporting three diversion rules: random, time period, and sequential. Multiple accounts can be linked to intelligently distribute consultation traffic. Random diversion redirects traffic randomly; time period diversion automatically switches between customer service shifts during different hours; and sequential diversion precisely distributes traffic according to a preset sequence. The [Chat Plugin] now integrates a portal and supports embedding diversion links.

Use Case: When TikTok inquiries surge, administrators can set the order of customer service A→B→C. New customers are prioritized to customer service A, and automatically transferred to customer service B when A is fully booked. Cross-border teams can configure diversion time zones based on global time zones. Nighttime inquiries from Europe and the United States can be automatically transferred to the Asian customer service account on duty, ensuring zero missed customers 24 hours a day and improving customer service load balancing efficiency.

Random diversion

Divide by time period

Divert in order

Plugin integration entry synchronization supports diversion link embedding

6. Views Module Adds Default Filters

The [View] module adds five default views: unread/did not reply/single chat/groups/do not disturb. It supports drag and drop sorting but cannot be deleted, helping customer service staff to quickly filter different types of conversations and view specific conversation status information under specified social media channels on demand, and penetrate key conversations with one click.

Use Case: When customer service representatives are faced with a large number of conversations, they can quickly use the [Unread] and [Did not Reply] views to precisely focus on pending customer messages, or use the [Groups] filter to quickly respond to group chat requests, significantly reducing manual search time. Especially in scenarios with multiple social media channels, viewing different channels in separate views improves message response efficiency and ensures that no communication is missed.

Added default view

After filtering by a specific view type, select to view the corresponding social media channel information

7. Customer List Import Adds Telegram App Channel

[Customer List] Added the Telegram App import customer function, which allows you to add batches/individual customers, support manual addition/file import, and tag customers during import to facilitate subsequent management and operations.

Use Case: If a company's Telegram app account is blocked, they can import contacts from the original account into a new one and continue conversations or group messaging, promptly notifying customers of changes and ensuring service continuity. This also allows operations teams to tag potential or active Telegram app customers and reach them in batches, improving operational efficiency and message delivery accuracy.

Manually add a single customer

Import customers in batches

8. AI Robot Supports Connecting Custom AI Agents

It now supports the option of connecting to a Custom Agents when creating an AI Robot. Users can configure the agent's Webhook address and key information in the App Store. After configuration, the agent can be used to automatically respond to specific social media channels, achieving code-free access to AI agents developed by the enterprise or built by third-party platforms.

Use Case: Technologically advanced companies can train and deploy AI models externally, then integrate them into SaleSmartly through the Custom Agent feature to achieve personalized control of intelligent responses. For example, integrating pre-built CRM recommendation agents or knowledge base Q&A agents can build a highly compatible intelligent customer service system, reducing repetitive training costs while ensuring information consistency and business flexibility.

Select [Custom Agent]

Jump to the App Store and add custom agents

Fill in the information to add a custom agent

9. Automations Add External Request Variable Condition

New [External Request Variable] has been added to automated processes. This means you can now set up automated processes to automatically follow different processes based on customer selections. Once you've set up these processes in the bashboard, the system will automatically determine and execute corresponding actions based on the customer's responses or actions. For example, if a customer clicks a preset menu option or submits a form, the system will identify their selection and automatically assign them to a different customer service representative or trigger a different message.

Use Case: When a company needs to dynamically assign service routes based on customer preferences, for example, if a customer clicks "1" for pre-sales and "2" for after-sales on a work order, the system can obtain the customer's selection through external requests and automatically assign the route to the corresponding customer service representative based on the criteria, without manual intervention. This not only improves customer diversion efficiency and accurately allocates manpower, but also helps companies build smarter service processes and avoid secondary communication costs caused by incorrect assignments.

Adding external request variables

Add external request variables/conditions separately

After creating the variable, automatically trigger the execution action based on the customer's selection

10. Email Broadcasts Support Variable Insertion

You can now insert multiple variables into mass emails, including name, phone number, email address, notes, message send time, and custom fields. The system will automatically replace the variables in the template with the corresponding information for each customer. This feature is available in [Mass Message], [Third Party Distribution], and [Email Template], and can be flexibly configured when editing mass email templates.

Use Case: When you need to send mass event notifications, holiday greetings, or welcome emails, you no longer need to manually fill in customer information for each email. Simply set the variables, and the system will automatically replace "Hello {{name}}" with "Hello Xiaojie" or "Hello Xiaojia," personalizing bulk emails and making them feel more personal, increasing open rates and engagement, without manual modification.

Insert variables in [Mass Message]

Insert variables in [Third Party Distribution]

Insert variables into the email template

11. Automatically Sync Contacts

After successfully integrating your social media account into SaleSmartly, the system will automatically sync your contacts and up to 20 messages (text/image/emoji messages) from your contacts, and will update them daily without any manual operation, except for plugins and corporate WeChat channels.

Use Case: When the number of corporate customers grows rapidly, the customer service team no longer needs to manually synchronize contact information. The system will automatically synchronize new customers and their messages to the SaleSmartly dashboard, ensuring that all customer information can be updated and centrally managed on time, greatly improving response efficiency and team collaboration fluency.

Automatically sync contacts and their messages

12. Customer List Custom Fields Support Advanced Filtering

In the Advanced Filter section of the Customer List, you can now use custom fields as filter criteria. You can set conditions such as "Value Contains," "Has a Value," or "Equals a Range" based on the field type. Supported field types include text input, drop-down selection, numeric value entry, and date selection, allowing for a flexible combination of different filter dimensions (customer information and custom field filtering cannot be used simultaneously).

Use Case: When companies need to follow up or tag specific customer groups, they can quickly locate target customers through custom field filtering. For example, they can filter for customers whose "registration time is within a certain range" or "have filled in industry information" and directly view the corresponding conversations without exporting data for additional filtering. This not only improves screening efficiency but also makes marketing more focused and operations more efficient.

Add custom fields

Select the corresponding field

Add conditions

13. Automations Support Sending Image and Text as a Single Message

When setting up automated processes for chat plugins, Telegram apps, Telegram bots, WhatsApp apps, and Messenger, the system supports combining images and text into a single message, eliminating the need for separate text and image content. Images without text descriptions will be sent as images.

Use Case: When companies use automated processes to send product introductions, tutorials, or event promotions, they can push images and text descriptions at once. Customers can also get the text descriptions when they see the images, avoiding content disconnection or misunderstanding, and improving the integrity and professionalism of information communication.

Click to upload image

Enter a text description below the picture, and the picture and text description will be combined into one message

14. Online Chat Member Component Displays Online Status

In the [Chat] template, a new member status display has been added, which allows you to check whether each customer service representative is currently online, busy, or offline, and you can view the status of personnel in real time in [Member Screening] and [Group Filter].

Use Case: When the team needs to coordinate shifts or temporarily arrange customer reception, the administrator can quickly view the real-time status of each customer service representative in the chat interface without jumping to the team management page, and promptly determine whether the reception arrangement needs to be adjusted. This avoids missing customer consultations due to a member being offline, ensuring service continuity and balanced distribution.

Quickly check members' online status

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Changelog-2025.08.31

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Last modified: 2025-09-01Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.06.30](https://help-en.salesmartly.com/docs/changelog-2025-06-30)

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1. Zalo Channel Now Supports Automation Workflows

The [Automated Process] module under [Robot] now includes automation support for the Zalo channel. Users can configure workflows based on time of execution, random branches, customer attributes/behavior, agent assignment, welcome messages, visitor/session tagging, and more.

Use case:
After creating a Zalo automation workflow, users can define keywords that trigger automatic responses such as product information or promotions, providing 24/7 instant replies. Conversations can be routed based on agent schedules, ensuring seamless overnight support and helping businesses efficiently grow in the Vietnamese market.

Flexible Zalo automation setup

2. TikTok Business Account Integration Supported

A new integration option has been added for TikTok Business accounts under [Integration]. Verified Blue V accounts can now be managed directly within SaleSmartly, allowing users to reply to private messages, comments, and recommend products using quick replies.

Use case:
Businesses can respond directly to TikTok inquiries and comments in the SaleSmartly dashboard, send pre-written messages using the reply library, and recommend popular products. Interaction history can be tagged to build accurate customer profiles and optimize video content strategies.

TikTok Business account integration

Reply to TikTok comments from the dashboard

Use quick replies and product recommendations

3. Slack Channel Now Supports Mass Messaging

The [Mass Message] module now supports Slack, allowing you to send text, images, attachments, and quick replies in bulk. System variables like name, phone, email, and send time can be inserted. Scheduled messages are also supported.

Use case:
As a key collaboration tool for global teams, Slack is widely used by multinational companies. With SaleSmartly, users can schedule mass messages to accommodate time zone differences, improving remote team coordination.

4. Sequential Routing for Diversion Links

A new routing rule has been added to the [Diversion Link], enabling sequential routing across channels like WhatsApp API, WhatsApp App, Telegram Bot, Telegram App, and VK. Visitors are automatically assigned to agents or groups based on a predefined order.

Use case:
Admins can define the order of agent handling to avoid overloading specific agents. Load can be adjusted anytime based on capacity, ensuring no customer is left unattended.

5. AI Bot Integration with GPTBots

A new GPTBots integration is available in the [App Store], allowing users to select GPTBots as an AI agent when creating chatbots. GPTBots supports anonymization of sensitive data and flexible AI solutions for enterprise needs.

Use case:
Companies can now choose from multiple AI engines—like GPTBots, OpenAI Assistants, Helpbots, Coze, etc.—to best match their automation needs when building bots.

Install GPTBots AI models from the app store

New GPTBots option when creating AI agents

6. View Detailed Translation Quota Usage

The SaleSmartly Translator tool in the [App Store] now includes a detailed view of translation quota consumption, showing character usage daily/weekly/monthly. A tiered pricing model has been introduced (larger volumes = lower unit cost).

Use case:
If a company surpasses 500,000 translated characters in a month, the admin can project future needs and purchase higher-volume quotas at discounted rates. This reduces the risk of service disruption during sudden spikes in multilingual inquiries.

New entry for quota usage details

Character Count
Price $
Discount
Discounted Price

100K Characters
5
0
5

500K Characters
25
5
23.75

1M Characters
50
10
45

2M Characters
100
15
85

5M Characters
250
20
200

10M Characters
500
25
375

Character-based tiered pricing model

7. New Review Landing Page

A new standalone form link for review invitations has been added under [Chat]. Outside of chat plugin channels, users can now receive a form via link on other social platforms. The link leads to a dedicated landing page (valid for 24 hours, single submission). All reviews sync to the [Invitation List], with filtering options by time, channel, and customer.

Use case:
CS teams can now send review requests across all social channels—WhatsApp, Facebook, LINE, etc.—without being limited to one dashboard. Customers are guided to a familiar, user-friendly form, enabling faster and broader feedback collection.

Click-to-invite for customer reviews

Social media review landing page

View customer feedback in the review list

8. Zalo Plugin Entry Point Added

Under [Integration] > [Plug-in Configuration] > [Portal Integration], Zalo is now available as a plugin entry. It allows businesses to embed a Zalo chat window in websites or mini-programs, with messages syncing into SaleSmartly.

Use case:
Ideal for businesses targeting the Vietnamese market, customers can instantly start a Zalo chat from a familiar platform, reducing lead drop-off and improving local engagement.

9. New [Configure Customer Service] Filter in Integration Search

A new [Configure Customer Service] filter has been added to the [Integration] search bar. Users can quickly find social accounts managed by specific agents and reassign them in bulk while preserving all chat history.

Use case:
In case of employee turnover or department shifts, admins can identify and transfer all relevant accounts to new agents in one click, ensuring seamless handover and no loss of critical data.

Search for social media accounts assigned to agents

Bulk transfer of social media accounts between agents

Select new support agent

10. Rich Media Messages in Plugin Channels

Plugin channels now support single-message combinations of images + text. Users can batch-select assets from the media library and edit image captions uniformly. This is also available in mass messaging.

Use case:
CS agents can send combined image + text messages (e.g., product photos + descriptions) directly via chat plugins. Customers can view full details without switching tabs. For promotions, operators can upload multiple images and send consistent marketing messages in bulk, ensuring clarity and minimizing confusion.

Select multiple media assets

Edit Media Descriptions

11. WhatsApp App Number: Contact Migration Supported

One-on-one contacts (excluding groups/channels) from a WhatsApp App account can now be migrated to another account, with no limit on the number of migrations (source account must contain contacts).

Use case:
When replacing or consolidating WhatsApp App numbers, businesses can transfer contacts without reimporting, avoiding potential account blocks due to sudden bulk adds. Communication continuity is preserved.

Migrate WhatsApp contacts from old to new account

Updated social media account information after migration

12. Quick Access to Automation Workflows in Chat

Under [Chat] > [Quick Reply], a new "Automation Processes" option allows CS agents to manually send automation workflows without triggering conditions. The action counts as a trigger but not against limitations.

Use case:
During traffic surges, agents can type predefined triggers (e.g., “#tag” or “new customer”) to launch automation instantly. This also helps when keywords aren’t met. Agents can manually send preset workflows like FAQs for fast, accurate replies.

13. Dify AI Integration Now Available

Under [Setup] > [App Store] > [AI Tools], users can now integrate AI agents created in the Dify platform into SaleSmartly. This allows easy deployment of trained AI tools like knowledge base Q&A bots, reporting tools, and customer service assistants.

Use case:
No coding required, businesses can integrate pre-trained Dify AI tools (e.g., FAQ bots trained on product docs) directly into SaleSmartly for instant use, automating responses to repetitive queries and improving service scalability.

Add Dify AI agent configuration platform

Create an AI agent with Dify

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Changelog-2025.05.31](https://help-en.salesmartly.com/docs/changelog-2025-05-31)

Changelog-2025.05.31

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1. Quickly Start a New Conversation with the Zalo App Channel

A new Zalo App quick-start conversation feature is now available under [Live Chat] - [···], allowing users to directly select an existing Zalo account and enter the recipient’s phone number to initiate a new chat.

Use Case:
This feature enables users to start a conversation via the Zalo App by simply entering a user’s phone number. No need to open the app or switch accounts. The system automatically detects the customer’s status. If the contact exists, the chat continues the conversation history. If it’s a new contact, a new profile and conversation are created automatically.

2. New Webhook Support for Chat Plugin & Telegram App Channels

In [Basic Settings] - [Project Management] - [Enterprise Development Configuration], a new webhook channel is added for the chat plugin and Telegram App, enabling real-time message pushing to third-party systems.

Use Case:
With flexible webhook configuration, messages from the integrated chat plugin or Telegram App in SaleSmartly can be pushed to designated platforms. For example, enterprises can sync messages to their internal support systems, allowing support agents to manage multichannel messages in a centralized dashboard, reducing the need to switch platforms.

3. Facebook Q&A Ads Message Compatibility

Fully supports syncing Q&A messages from Facebook Ads. They now appear in the SaleSmartly conversation list with source labels. User responses are marked as user messages, while automated questions from the ad are labeled as messages from other platforms.

Use Case:
Messages submitted via Facebook Ad Q&As or automatic questions are now synced to the SaleSmartly dashboard. Customer service reps can review what users asked or answered in the ad, enabling better understanding and tailored follow-ups. This also helps advertisers refine ad copy for better performance.

User inquiry via Facebook ad

Q&A messages from FB ads are automatically synced to the dashboard

4. Operation Logs in Monitoring

A new [Operation Logs] section is added under [Basic Settings] - [Monitoring Logs], recording detailed user actions (who/when/where/what/how). The system defaults to displaying the last 7 days and allows tracking up to 90 days.

Use Case:
Helps administrators trace changes. e.g., if social media permissions were unexpectedly modified. Risk control teams can also audit sensitive operations to ensure compliance, greatly enhancing transparency.

5. VKontakte (VK) Community Channel in Routing Links

A new VK community option is added to [Diversion Link], allowing routing rules based on time slots (e.g., Day Shift A / Night Shift B) or random distribution to avoid overload on a single account.

Use Case:
Effectively distributes customer inquiries from VK based on traffic history. Smart routing reduces workload per support agent and keeps daily inquiries within safe limits to avoid account suspension.

Enable randomized routing for VK channel

Enable time-based routing for VK channel

6. Cross-Channel Auto-Blacklist

New automation feature supports blacklisting users based on specific triggers like keywords (e.g., offensive language), language, device, region, behavior, schedule, or random conditions. Works across all channels.

Use Case:
Ideal for blocking malicious users during spam attacks. Automatically detects and blocks users from specific regions or with offensive behavior, helping safeguard the support team and boost service efficiency.

7. Emoji Sticker Packs for WhatsApp

A new option under [Live Chat] - [Emoji] allows uploading images to create WhatsApp-compatible sticker packs for use in 1-on-1 chats, groups, and communities.

Use Case:
Customer service teams can use custom emoji stickers (e.g., “Checking your order now”) to add personality to chats or send holiday greetings in groups, enhancing engagement and brand friendliness.

8. Monthly Auto-Renewal for Payments

Under [Project Details] - [Automatic Renewal], you can now enable monthly subscription renewal. Once activated, the plan auto-renews for 30 days. You can opt into quick pay and automatic billing when selecting or changing plans.

Use Case:
Allows companies to trial a plan at low cost before committing to a full-year subscription. If an email is provided, billing notifications are automatically sent, saving time on communication.

9. Bulk Upload to Media Library

You can now select and upload up to 20 files at once (images/videos/audio/attachments) to the Media Library, with a 20MB size limit per file.

Use Case:
Enables bulk media uploads, especially useful for teams managing lots of product images, boosting operational efficiency by eliminating the need for single uploads.

10. Collapse Customer Info Panel in Live Chat

The customer info panel on the right of the [Live Chat] interface can now be collapsed for a cleaner reply workspace.

Use Case:
While replying to customers, agents can hide the sidebar to focus better in a wider reply area, improving response efficiency.

Click to collapse the customer panel

Collapsed right-hand customer panel view

11. Granular Blacklist Permission Control

In [Team] - [Role Management] - [Scope of authority], a new option allows assigning or restricting the ability to add customers to the blacklist. Unauthorized members won’t see the blacklist button in chat or customer lists.

Use Case:
Prevents new team members from mistakenly blacklisting valuable customers. Only authorized users can take such high-risk actions, ensuring operational security in both daily and temporary team setups.

Permission toggle setting

Enabled state indicator

Disabled state behavior

12. Custom Field Sorting

In [Project Management] - [Custom Fields], a new sorting feature lets you assign priority values to custom fields (smaller numbers appear first). Same-value fields are ordered by last edited time. This affects field order in customer info panels, automation flows, and more.

Use Case:
Companies can prioritize frequently used fields at the top, keeping vital customer info visible and accessible. This avoids key data being buried and enhances service efficiency.

Set custom field position values

Real-time sync for custom field ordering in customer profiles

13. Integration with MM Lite API

Official integration with Meta’s MM Lite API is now live. This new interface supports sending marketing messages using registered third-party WhatsApp Business API numbers in SaleSmartly.

Use Case:
The MM Lite API is Meta’s new optimized marketing message channel. Messages sent through this API benefit from higher delivery, open, and click rates, with a reduced risk of account bans. It also supports conversion tracking for web and app events, helping advertisers improve ROI.

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Last modified: 2025-06-04Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.04.30](https://help-en.salesmartly.com/docs/changelog-2025-04-30)

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1. ONE ID: Unified Customer Identification Code

In [Customer Information] > [Duplicate Contact Recommendations], the system now identifies potential duplicate contacts across different channels based on key info like phone numbers or emails. Users can manually confirm and link these contacts. Once linked, the system generates a unique ONE ID, which can be used to search for all associated social media accounts under [Customer List].

Use Case: Helps businesses running multichannel operations merge and manage customer profiles, offering a unified view for better tracking and service.

2. Download Billing Details

Under [Cost Center], users can now download detailed billing records for purchased SaleSmartly subscription plans.

Use Case: Enables better financial management and transparency for users to track and review all subscription transactions.

3. All-in-One Download Page

A new download page is now available under [Resource] on the SaleSmartly website, offering both mobile and desktop app versions.

Use Case: Users can now easily access the right download link for their preferred device from a single location.

4. Telegram Bot Split Links Now Support Parameters

In [Bot] > [Split Links], Telegram Bot channels now support the addition of tracking parameters that are passed to the bot when users initiate chats.

Use Case: Enables teams to track which users or campaigns drove traffic via specific links for better attribution and performance analysis.

5. Custom Styles & Content for Plugin Entry

Under [Integration] > [Chat Plugin], users can now customize the style and content of plugin entry points and add custom links.

Use Case: Increases flexibility and allows businesses to link to other resources or services, enhancing the user experience.

6. Pinned Messages in WhatsApp App Groups

Group admins on WhatsApp App channels can now pin important messages in group chats for 24 hours, 7 days, or 30 days.

Use Case: Ensures high visibility of key messages in WhatsApp groups for improved communication.

7. Split Links Support Telegram Personal Accounts

In [Split Links] > [Create Link], users can now choose Telegram Bot or Personal App accounts as the split channel. Multiple Telegram personal accounts can be linked for customer service.

Use Case: Allows real-time responses via personal Telegram accounts for complex inquiries and multilingual support with seamless record syncing.

8. Quick Tagging for Visitors in Chat

A new quick tag feature in [Conversation List] lets users tag individual or multiple visitors and syncs the tags instantly to customer profiles.

Use Case: Helps customer service teams quickly categorize inquiries during peak periods or promotional events.

9. Drag-and-Drop Sorting for Chat Plugin Components

In [Integration] > [Chat Plugin], users can visually reorder components by drag-and-drop, prioritizing display based on conversion rate or business needs.

Use Case: Enables better UX and higher engagement by placing top-performing elements first.

You can flexibly drag and drop the order of plug-ins

10. Multiple Notification Sound Options

In [Account Information] > [Notification Sounds], multiple sound options are now available. Each account can customize its own tone.

Use Case: Tailors alert sounds for working hours or personal preferences, improving work-life balance and user experience.

11. Online Chat Supports Text and Picture Sending

Telegram (App & Bot) and WhatsApp App channels now support mixed media messages—text with images, videos, or files. The media library also supports bulk selection and description editing.

Use Case: Delivers complete promotional messages in one go, reducing customer effort and improving communication clarity.

One-click multiple selections

Editing Material Description

12. One-Click Export of Chat Records

In [Session Management], users can now export chat histories in one click, download the file from the Task Center, and filter data by keywords, timeframes, or channels.

Use Case: Facilitates data-driven decisions, regional analysis, and team performance tracking with ease.

Export chat history with one click

Download chat history

13. One-Click View of WhatsApp Group Member Profiles

Clicking on a group member's avatar in WhatsApp group chats now shows a pop-up with full customer info (phone, tags, notes), allowing instant private chat.

Use Case: Enables personalized customer service within large group chats, helping identify and prioritize VIPs.

14. @Mentions in Group Chats

Users can now mention group members easily using the @ symbol. Autocomplete suggestions appear or you can search by name.

Use Case: Speeds up communication in large groups, ensuring the right person is notified without digging through the chat.

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Last modified: 2025-05-12Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.09.30

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Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

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Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.03.31](https://help-en.salesmartly.com/docs/changelog-2025-03-31)

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1. Zalo Channel Integration

SaleSmartly has newly connected to the social media platform Zalo, a popular Vietnamese instant messaging app that provides functions such as messaging, voice calls and video calls.

Use case: Users can integrate their Zalo account into SaleSmartly to achieve more comprehensive social media information management.

2. Two-Factor Authentication for Login

Turn on two-step verification in [Account Information]. When you log in subsequently, you will need to open Google Authenticator to obtain a verification code before you can log in.

Use case: Enabling two-factor authentication enhances account security, effectively prevents unauthorized login attempts, and ensures the security and privacy of user data.

3. Automatic Duplicate Contact Detection

In [Live Chat] - [Customer Information], the system now shows [Duplicate Contact Recommendations] when a user has multiple linked social accounts.

Use case: This function mainly uses email and mobile phone numbers to identify users' other social media account information in the SaleSmartly system, helping users to manage and identify customer information more efficiently and improve communication efficiency.

4. Registration/Login via WhatsApp

SaleSmartly system supports direct registration/login using a WhatsApp account.

Use case: Allow WhatsApp users to quickly access SaleSmartly, improving user registration efficiency and ease of use.

5. View Telegram Group Members via Personal Accounts

In the information of a personal Telegram account, if it is group information, you can view all members of the group and their detailed information.

Use case: It is very helpful to enhance the organization and management of groups. It allows users to quickly understand the size and composition of the group, facilitating effective communication and collaboration.

6. Detailed Failure Reasons in Mass Messaging Export Files

When the status of a broadcast plan shows as Failed to send, the exported file will detail the reason for the failure.

Use case: Help users understand the specific reasons why a group message plan failed to send. Users can more accurately identify the problem and take appropriate measures to optimize their group message strategy and increase the success rate of future activities. It also saves users time in troubleshooting.

7. Initiate Telegram App Conversations via Username

In the [Live Chat] of actively initiating new conversations, support for Telegram App channels has been added. Users only need to enter the Telegram App username to quickly find and create the corresponding conversation.

Use case: By supporting Telegram App channels, users can more easily initiate conversations directly through Telegram usernames, simplifying the contact process and expanding communication channels, while making it more efficient to manage and start conversations.

8. New Filters for Customer Views

In the view filtering function, we have added four new filtering conditions: social media account, email, mobile phone number and conversation type.

Use case: Users can quickly find specific information and optimize data processing. This not only improves work efficiency, but also enhances user experience.

9. WhatsApp Group Admins Can Delete Others’ Messages

[Live Chat] -WhatsApp App channel, WhatsApp group owners/group administrators support withdrawing messages from other group members.

Use case: This increases the management capabilities and control over group chat content, helps maintain the health and order of the group chat environment, prevents the spread of inappropriate information, and ensures the professionalism and appropriateness of group chats.

10. New Parallel Mode for Automation and AI Robots

[AI Robot] Trigger rules are divided into "single selection mode" and "parallel mode". The rules of "parallel mode" are AI corpus-automation-robot.

Use case: The introduction of dual-mode selection of "single selection mode" and "parallel mode" has brought significant flexibility and efficiency improvements to AI robots. Users can flexibly select the appropriate trigger rule mode according to their actual needs.

11. Emoji Replies for WhatsApp Personal Accounts

[Live Chat] - WhatsApp App number now supports replying to messages with emojis.

Use case: Deeper compatibility with the WhatsApp software’s functions. This compatibility allows users to seamlessly utilize the existing emoticon library during use, enhancing the user experience.

12. AI and Automation Triggered After Timeout

[Robot] - [Automated Process] - Add Trigger, if the trigger condition times out without a response, add an automation and AI robot channel.

Use case: Channels that originally only supported manual replies have now added automation and AI robot replies, which can expand the service scope, cover more user needs, and further improve the accessibility and convenience of services.

13. Filter Conversations by Creation Time

In [Live Chat] - [More Filters], new support is added for filtering conversations by the time they were generated.

Use case: It can help users quickly locate conversations in a specific period and review chat records more accurately, improve work efficiency, and optimize customer service processes.

14. Start New Telegram Chats from Group Member List

In [Live Chat], the group chat information of the Telegram account supports viewing the list of group members and directly starting a new conversation with them.

Use case: It improves the communication efficiency of users, making the process from viewing group members to starting a new conversation seamless and direct, facilitating quick response and better collaborative communication.

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Last modified: 2025-05-07Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

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Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Changelog-2025.02.28](https://help-en.salesmartly.com/docs/changelog-2025-02-28)

Changelog-2025.02.28

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1. Cost Center Transparency

You can view it in [Cost Center] - [Order Details].

Use Case: After successfully modifying the package and renewing it in SaleSmartly, you can trace the package adjustment content through the order details.

2. Export Unassigned/Bot Sessions

In [Session Management], unassigned and robot sessions can be exported.

Use Case: Unassigned and robot conversations support the latest 10,000 data. Users can now easily export these conversation records for in-depth analysis to better understand customer needs and behavior patterns. This feature also makes it easier for the team to review and monitor the robot's performance and adjust the strategy in time to optimize the automation process.

3. Add Notes When Associating Social Media Account Components

A new account note function has been added to the [Select Social Media Account] component. This function has been applied in modules such as [AI Robot], [Automated Process], [Diversion Link], and [Team Management].

Use Case: By allowing users to add specific notes next to each social media account, it helps users quickly identify and distinguish different accounts and manage and operate accounts more efficiently. This clear identification can reduce confusion and errors, especially when dealing with multiple accounts, ensuring that the wrong account is not selected, and improving overall workflow efficiency and accuracy.

4. Telegram Bot and Personal Account Group Messaging Support Text and Picture Messages

In the Telegram bot and personal account of [Group Message], it is now possible to send pictures and text together in the same message.

Use Case: Users can send visual and text information in a single message, which not only enhances the expressiveness and appeal of the information, but also saves the recipient's time and helps them quickly obtain complete information. The following figure shows the effect of the picture and text message after group sending:

5. DeepSeek AI Model Integration

SaleSmartly’s AI robot model now includes the DeepSeek tool, which can be integrated in the App Store and configured in the AI robot.

Use Case: After connecting to DeepSeek, the most popular AI tool on the market, SaleSmartly's AI robot model can not only provide deeper and more accurate data analysis, but also provide users with a wider range of choices to meet different needs and preferences, thereby optimizing decision-making and improving business efficiency.

6. Channel Account Exports

In [Integration], WhatsApp API, WhatsApp App, Telegram App, and TikTok App channels support exporting account information.

Use Case: By exporting accounts from these channels in batches, we can manage accounts more efficiently. For example, it can help us quickly identify and check which accounts have not been logged in, ensure that all accounts can operate normally as needed, and improve overall management efficiency and system security.

7. Bulk Blacklist Management

In [Customer List] - [Batch Operation], you can now add users to or remove users from the blacklist in batches.

Use Case: It can manage user information more efficiently. It not only saves time in processing a single user, but also improves the convenience of operation and management efficiency, making user management work smoother and more accurate.

8. Voice-to-Text in Online Chat

[Online Chat] supports converting voice messages into text messages, and translating the text into multiple languages.

Use Case: Accurately transcribe instant voice information through voice recognition technology to ensure rapid transmission of information.

9. Mobile Optimization

(1) WeChat customer service adds a new quick reply function

(2) LINE adds quick reply function

(3) Template messages are compatible with WhatsApp API channel display

(4) Online chat supports identifying the visitor's language

(5) Support blacklisting for individual customers

(6) Added WhatsApp interactive message type display

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Changelog-2025.03.31

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Changelog-2025.01.31

Last modified: 2025-05-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

Changelog-2025.11.30

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Changelog-2025.07.31

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Changelog-2025.02.28

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2025.01.31](https://help-en.salesmartly.com/docs/changelog-2025-01-31)

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1. Group Plan Creator Tracking

In [Group Plan] - [Mass Message], a new creator field has been added and you can search for the corresponding mass message plan by the creator.

Use case: The newly added creator field allows employees and managers to intuitively understand the initiator of each plan when browsing the mass messaging plan. When you need to trace a specific mass messaging plan, you can use the creator's information to search and filter efficiently and locate it quickly. Ensure that each mass messaging plan can be traced to the specific responsible employee.

2. API-Driven Customer Updates

Customers can use the API to change the name, notes, and custom information in the customer information.

Use case: This feature provides a higher level of flexibility and automation. Customers can seamlessly integrate this interface into their internal systems or CRM systems to achieve fast, real-time customer information updates without manual intervention. It enhances the customer service experience and the collaborative work efficiency of back-end management.

3. One-Click Task Center Access

After creating an export task, you can click [View Tasks] to jump to the task center to complete file download.

Use case: This feature can improve user experience and work efficiency. By clicking [View Tasks], users can jump directly to the task center and quickly complete file downloads without leaving the current page. This design reduces tedious page switching and search steps, making it more direct and convenient to obtain export files.

4. Bulk Data Export Expansion to 10,000

In [Group Plan] - [Mass Message], the data export limit for each mass message plan is increased to 10,000 records, and the excess will not be displayed.

Use case: Users can now get more data in a single operation, enabling deeper analysis and insights. Especially for data-intensive projects, the need for batch exports is reduced.

5. Hierarchical Session Tab View Optimization

In [Customer] - [Tag Management], session tags now have a clearer and more intuitive view, allowing users to easily view tags at all levels.

Use case: This new display method of session tags is particularly effective when dealing with multi-level tags, because it can display the tags at each level and their hierarchical relationships. The expansion mode not only helps users quickly understand the subordinate relationships between tags, but also greatly improves search efficiency. When searching for a specific third-level tag, the system will also display related first-level and second-level tags at the same time, allowing users to more easily obtain complete tag information.

6. Direct WhatsApp API Registration

SaleSmartly has officially become Meta's Tech Partner. You can create your WhatsApp API number through SaleSmartly.

Use case: After successfully creating in SaleSmartly, the WhatsApp API number will be automatically bound to the SaleSmartly system, and users can start using it immediately. In addition, SaleSmartly also supports users to configure more advanced features, such as setting up AI chatbots and implementing automated operations, which can be used to enhance interaction efficiency and customer service experience. It should be noted that SaleSmartly does not provide withholding services, and users need to bind their credit cards on the Meta platform to deduct fees.

7. Meta Ad Optimization Sync

In [Live Chat] - [Order Information], after the order information is created in the conversation coming from Facebook advertising, SaleSmartly will automatically send this order information back to Meta. Meta officials will use this data to optimize the advertising algorithm and improve advertising effectiveness.

Use case: Meta can use the returned data to optimize advertising algorithms, more accurately locate the payment behavior of each advertiser, and make the advertising content more in line with the needs of target customers. In addition, automated data return improves the efficiency and accuracy of data processing, reduces manual errors, and helps Meta better locate advertisers.

8. In-Process Email Template Edits

In [Automated Process], users can directly adjust and modify the content of the email template when setting up the process.

Use case: Previously, users needed to modify the email template separately. Now, users can directly edit the email template while setting the automation process, which reduces the interface switching and operation steps, greatly improving work efficiency. This optimization also enhances the flexibility of email personalization. Users can quickly adjust the email content according to different marketing activities or customer group needs.

9. Real-Time TikTok Comment Tracking

In Live Chat, users can now view and track the comments they receive on their TikTok posts in real time.

Use case: Users can instantly view comments on TikTok posts in SaleSmartly, eliminating the hassle of frequently switching apps. Real-time tracking of comment information can help users respond and participate in conversations more quickly, increasing the activity of social interactions. This feature is also suitable for users who manage multiple TikTok accounts. By integrating comment information from all accounts into the same platform, users can easily monitor and respond to interactions on each account without logging into multiple accounts.

10. WhatsApp Read Receipt Control

In SaleSmartly's [Live Chat], when a human customer service staff member reads a message sent by a WhatsApp personal account, the other party's WhatsApp system will display a message read mark. This will not be displayed if a robot reads the message.

Use case: When a human customer service staff member views a WhatsApp message on SaleSmartly, the message read mark can let the sender know that the message has been read, thereby reducing unnecessary repeated sending and questions. In addition, the robot viewing the message does not trigger the read mark, which helps maintain the smoothness and continuity of customer service, ensuring that customers are informed that their messages have been read only when human intervention is really needed.

11.TikTok Proxy Customization

In [Integration] - [TikTok App], a new proxy setting function has been added, and you can add proxy regions as needed.

Use case: Since some features of TikTok do not apply to every region in the world, users who operate TikTok accounts may face access restrictions. SaleSmartly supports users to change the proxy IP address to the required region by themselves, helping users to seamlessly switch to IP addresses in different regions.

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Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2024.12.31](https://help-en.salesmartly.com/docs/changelog-2024-12-31)

Changelog-2024.12.31

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1. Reply Metrics Added to Group Messaging Plans

In [Group Plan] - [Mass Message], the number of message replies and the reply rate for each mass message plan have been added.

Use case: With the addition of "number of replies" and "reply rate" data, users can more intuitively see the level of interaction and audience participation of each group message. This will help users understand which content is more attractive to customers and adjust communication plans more accurately to improve the attractiveness and interactivity of messages.

2. Edited Messages Now Visible in WhatsApp & Telegram

In [Live Chat], if the message sent by the other party through WhatsApp or Telegram channels is edited, the system will display the "Edited" icon and show the specific editing time of the other party.

Use case: Users can instantly identify changes made by the other party on WhatsApp or Telegram, ensuring transparency of communication and accuracy of information. Displaying the "edited" logo and specific editing time also helps maintain the integrity of the conversation between the two parties and avoid misunderstandings and information gaps.

3. Search by Phone Number and Email in Online Chat

[Live Chat] The search box now supports searching by mobile phone number and email address.

Use case: In addition to the original name/note search, the online chat search box now has new mobile phone number and email search options. After entering a keyword, the default search is still by name/note, and search suggestions will appear, allowing users to choose to search by mobile phone number or email. In addition, the system search supports fuzzy matching, and all account session information related to the keyword will be displayed in the list.

4. Order Management Added to Conversation Panel

A new Order Management column has been added to the conversation information column of Online Chat, where employees can add order information for each customer.

Use case: When a customer places an order, employees can quickly add the customer's new order information to the order management system. The order status can also be easily updated during subsequent service follow-up. This process allows employees to easily grasp each customer's order history and current situation when communicating with customers. It ensures that employees can quickly obtain key order information during instant conversations, thereby providing customized and more efficient services. The customer service team can also quickly query orders and update progress during after-sales service to solve customer-related problems, greatly improving service efficiency and quality.

5. Filter Chat Reports by Custom Groups

Added support for filtering reception members by custom grouping in [Session Management] and [Report].

Use case: The custom grouping and filtering function can accurately monitor the number and quality of conversations of different customer service groups, thereby optimizing decision-making and resource allocation. It not only improves the competitiveness and collaboration of the team, but also makes performance evaluation clearer, further motivating the customer service team.

6. Send WhatsApp Business Cards via Mobile App

Add a new contact to send in the SaleSmartly mobile app. Click it and enter the name and phone number in the pop-up window to send a WhatsApp business card message.

Use case: After sending a business card, the other party can directly click on the business card to add a contact. Compared with the previous cumbersome steps of copying the mobile phone number and then searching to add it, the direct jump to add method is now more convenient and simplifies the entire process. This improvement not only saves users' time, but also reduces the trouble caused by operational errors. With the one-click add function, the recipient can seamlessly save the sender's contact information to his or her address book, greatly improving the efficiency of information exchange.

7. Auto-End Sessions by the Minute

In [Project Management] - [Session Settings], the time for automatically ending a session can be accurate to minutes and hours.

Use case: The time for automatically ending a conversation is updated to the minute and hour instead of the previous calculation of days. This change allows conversation backlogs to be resolved quickly, preventing long-term unprocessed conversations from piling up, thereby avoiding congestion and affecting new or active conversations. Enterprises can flexibly set the end time based on real-time customer service needs and traffic conditions to optimize customer service resource allocation and improve response efficiency.

8. Webhook Notification Filters for Message Type

In [Project Management] - [Enterprise Development Configuration], Webhook new message notifications support the options of receiving only messages sent by customers, receiving only messages sent by members, and receiving messages sent by both customers and members.

Use case: Webhook new message notifications support the option of receiving only messages sent by customers, only messages sent by members, or messages sent by customers and members, which improves the efficiency of message management and allows team members to filter the most relevant notifications based on their job responsibilities, reducing information overload. It also enhances response speed, ensuring that key information can quickly reach the appropriate recipients and improve service quality.

9. Automated actions to add and update customer information

In [Robot] - [Automated Process], automated actions can be automatically processed by robots to update customer information.

Use case: Automatic processing and updating of customer information can be processed immediately after the customer information is changed. Once any change in customer information is detected, the system can immediately operate to ensure real-time synchronization and integrity of data. In addition, the automated system can also largely eliminate errors that may occur during manual operation, thereby improving the reliability of data processing. Its uninterrupted operation also means that enterprises can achieve 24/7 customer information update services without working hours restrictions.

10. Filter Reports by Reception Time

In the [Report], a new filter condition has been added: filtering by reception time.

Use case: The newly added "reception time" filter condition in the large report significantly improves the convenience of the customer service team in locating service session information. Compared with the previous filtering by session generation time, the addition of this function enables customer service personnel to quickly find relevant session records based on the specific period of actual reception. When quality inspectors need to review customer service sessions, they can also directly use the reception time as the filtering basis, to more efficiently evaluate and monitor service quality.

11. Jump to Quoted Messages in Chat

In [Live Chat], after quoting his/her own/the other party's message, the user can click the "View Citations" button to access the detailed content of the quoted message.

Use case: The newly added function of viewing reference information improves the coherence of the conversation, allowing users to quickly trace back to the context of the conversation and understand the specific background of the information. This is especially important in long threads or multi-person chats, because users can easily locate previous discussion points, avoiding repeated inquiries or misunderstandings. This function also enhances the convenience of information management, and users do not have to scroll manually to find, saving time and improving the efficiency of communication.

12. AI Bots Can Auto-Reply to Group Mentions

In [Robot] - [AI Robot], you can enable the robot to automatically respond and reply to messages when customers @ a social media account with a robot in the group. Currently, only Telegram App and WhatsApp App channels are supported.

Use case: When there are customers @bots in Telegram and WhatsApp groups, AI robots can recognize the other party's conversation content and respond quickly according to the settings, ensuring that customers' questions and needs are promptly addressed and answered, improving the immediacy and efficiency of customer interaction. You can use AI corpus, ChatGPT, Coze and other software to configure AI robots, and enable group chat robots to enable quick replies.

13. Currency Units Displayed in Order Amounts

In [Customer] - [Form Management], the order amount is now displayed in a new currency unit. The currency unit is displayed based on the currency type when the order information is created.

Use case: Many overseas sellers run cross-border businesses involving multiple markets, and the amount of each order is often calculated in local currency, which can easily lead to confusion of amounts due to exchange rate differences when managing multiple websites or accounts. Therefore, clearly displaying the currency unit of the order not only helps employees accurately grasp the actual value of each transaction, but also avoids misunderstandings and calculation errors caused by inconsistent currencies.

14. Filter Sessions by Time and Team Member

In [Customer Management] - [Conversation Management] - [Search Chat Content], a new function is available to perform refined filtering based on the time when the message was generated and the team member.

Use case: Adding time and member filters can help customer service teams quickly locate conversations within a specific time period or quickly track customer history information of specific team members. In addition to the function of accurately locating information, it also provides managers with a convenient tool to monitor and optimize team conversations to ensure the continuity and high quality of customer relationship maintenance.

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Last modified: 2025-05-08Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

Changelog-2025.11.30

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Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [Changelog-2024.11.30](https://help-en.salesmartly.com/docs/changelog-2024-011-31)

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Changelog-2024.11.30

1. SaleSmartly Adds Access to Coze AI Agent

In the [App Store]-Third-Party Service, Coze AI agent access is now supported. After access, you can link mainstream social media such as Facebook and WhatsApp to Coze AI agent through SaleSmartly, and use Coze AI agent to automatically reply to customers.

Use case: You can connect to Coze AI agents to call large model tools at home and abroad to automatically receive customers. Coze supports the customization of more personalized AI robots to help companies improve customer service experience. The model compatibility and integrated software of the international and domestic versions are different, and users can choose according to their needs.

2. TikTok Online Chat Supports Sending Pictures

In the [Live Chat]-TikTok chat box, a new function of sending pictures has been added.

Use case: With the newly added TikTok picture sending function, merchants can more intuitively display product details and highlights, helping consumers to understand the product more comprehensively. Pictures can also help explain complex information, simplify the communication process, speed up decision-making, and thus increase conversion rates. For product marketing, this is a more effective means of display and communication.

3. Webhook Now Supports TikTok and Email Channels

In [Project Management] - Enterprise Development Configuration, TikTok and Email channels are added to the Webhook configuration.

Use case: SaleSmartly supports customers to push messages from TikTok and Email accounts integrated in the SaleSmartly system to designated products through Webhooks. For example, if the customer has his customer service system, after SaleSmartly integrates the social media account, he can connect the TikTok and Email account information to his customer service system through Webhooks for reply.

4. Custom Fields Support Adding Option Buttons

In [Project Management] - Custom Fields, a new option button is added, which supports adding up to 10 options.

Use case: After adding the button function to the custom field, you can customize the button according to the needs of different users. The buttons are more interactive and easy to use, making the system more flexible and better meeting specific business needs.

5. Sorting of the Script Library Supports Drag-and-Drop Interaction

In the [Word Library], the drag-and-drop sorting of speech libraries and categories is now supported. After adjusting the sorting, the order of display on the [Online Chat] page will also change accordingly.

Use case: Users can flexibly adjust the display order of the script library and categories by simply dragging and dropping. This feature makes sorting and prioritization easier and more convenient, improving operational efficiency and a customized experience.

6. Added Time Filter for Chat History in Session Management

In [Session Management] - [Search Chat Content], add the function of filtering records of a specific time.

Use case: Before setting the filtering time, make sure you have completed filling in the contact information or conversation content. Then select a specific time range, which can help users locate the required conversation records more accurately, thereby improving search efficiency.

7. WhatsApp API Number Cancellation Service Fee

Due to the latest price policy adjustment by WhatsApp, SaleSmartly has now updated the service fee for WhatsApp API numbers to free in accordance with the policy.

Use case: Starting from November 2024, WhatsApp will open free customer service conversations to all businesses, which means that if the customer initiates the conversation, the business can respond to the customer for free within 24 hours and will no longer be subject to the previous limit of 1,000 conversations per month.

8. WhatsApp API Number Adds Dual Number Template Package

A new dual-number template package has been added in [Integration] - [WhatsApp API] - [Add Number] - [Self-service Account Purchase] to provide users who need to purchase API numbers with more cost-effective package options.

Use case: The dual number template package provides greater flexibility and alternatives, allowing users to choose to use different numbers according to different business needs or marketing strategies. At the same time, it provides a more economical option for users who need to purchase multiple API numbers.

9. Email Template Display Optimization

In [Group Plan] - [Email Template], the Email template display mode is optimized to list display.

Use case: The list display makes the information structure clearer and the distinction between each email template more obvious, making it easier for users to quickly scan and find what they need. After optimization, it also supports the classification of email templates, so that users can classify templates into preset or custom categories according to different usage scenarios or preferences. The addition of this function not only makes template management more organized, but also allows users to quickly locate when looking for a specific type of template, greatly improving search efficiency.

10. WhatsApp Personal Account Supports Sending Business Cards

In [Online Chat]-Send box, add a new contact to send. Click it and enter the name and phone number in the pop-up window to send the business card information.

Use case: After sending a business card, the other party can directly click on the business card to add a contact. Compared with the previous cumbersome steps of copying the mobile phone number and then searching to add it, the direct jump to add method is now more convenient and simplifies the entire process. This improvement not only saves users' time, but also reduces the trouble caused by operational errors. With the one-click add function, the recipient can seamlessly save the sender's contact information to his or her address book, greatly improving the efficiency of information exchange.

11. Automation Support for Sending Videos

In [Automation], sending videos now supports mp4/ogg/avi/mov/webm formats with a 60MB size limit.

Use case: Adding video formats to automated processes can convey information more vividly than traditional text and image formats, making it more attractive and understandable. It can provide richer and deeper content in a short period, making complex or abstract concepts more intuitive and understandable.

12. Check the Number of Clicks on the Diversion Link

In [Robot] - [Split Link], the total number of clicks is now displayed.

Use case: Users can monitor the number of clicks on different diversion links in real time, so as to accurately evaluate the contribution of different channels to the total traffic. This function can help users accurately monitor the performance of corresponding links in different marketing channels, so as to optimize resource allocation and strategy adjustment.

13. Added Picture, Video, And Attachment History Query

In [Live Chat], a new historical chat record query has been added, which currently supports three formats: pictures, videos, and attachments.

Use case: Users can now easily browse and accurately locate key conversation content and shared files, greatly improving the fluency and productivity of communication. It ensures that all relevant personnel can quickly find the chat materials they need, whether in customer service or internal collaboration. This function further strengthens the traceability of information, providing solid support for internal knowledge sharing and information preservation within the enterprise.

14. Automation Supports Inserting Variables

In [Robot] - [Automated Process], you can insert variables. Currently, you can insert 6 types of information: mobile phone number, email address, name, message sending time, remark name and remark.

Use case: By using variables to automatically insert user information or specific data, you can create more personalized communications, such as personalized emails, reports, or user interfaces. And using variables in automated scripts or workflows allows the program to flexibly adapt to different situations and conditions without having to write new code for each situation.

15. Added Text History Query

In [Live Chat], a new text-formatted historical chat record query has been added, and you can search chat records by entering keywords.

Use case: Users can now quickly and accurately search historical text information by entering relevant keywords, and more conveniently browse and locate previous conversation content and shared files. Ensure that all relevant personnel can quickly and intuitively find the chat information they need, whether in customer service or internal collaboration.

16. Telegram Channels Support Withdrawing Messages

In [Live Chat]-Telegram channel information, you can now withdraw messages sent within 48 hours. After confirming the withdrawal, the message will be deleted from everyone's device.

Use case: Users can now withdraw messages within 48 hours after sending them. The format of messages can be withdrawn, including text, voice, pictures, videos, attachments, and emoticons. This can effectively avoid the embarrassment of sending wrong or inappropriate messages and ensure the flexibility of communication. It also improves the user's ability to control the content of the conversation, strengthens personal privacy security, and makes users feel more at ease in conversations.

17. Custom Message Grouping

A new message custom grouping function has been added in [Online Chat], which allows you to create customer message groups according to your needs. For the simplicity of the interface and the convenience of users, the newly added group sidebar is designed to be hidden at any time.

Use case: Users can create customer message groups according to their specific needs, which can not only speed up information retrieval, but also track and manage various conversations more effectively. And custom groups mean that users can manage chats by project, urgency or any other criteria, making customer relationship management more orderly and communication more intuitive and efficient.

After hiding:

18. Added the Ability to Filter Conversations by Social Media Account

In [Session Management], you can now filter conversations by specific social media accounts, rather than just by account type.

Use case: The newly added conversation filtering function can display the conversation data of each social media account, such as the number of ongoing conversations, the number of ended conversations, and the total number of conversations. Users can quickly evaluate and compare the customer service efficiency of different accounts. At the same time, managers can adjust resource allocation accordingly to improve customer service quality.

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Last modified: 2025-05-12Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [What is SaleSmartly?](https://help-en.salesmartly.com/docs/about-salesmartly)

What is SaleSmartly?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageWhat is SaleSmartly?What is SaleSmartly?

What is SaleSmartly?

1. Get to Know SaleSmartly

2. Key features: Six Core Modules Powering Global Social Media Success

(1) Omnichannel chat

Integrate mainstream social media and communication tools such as LiveChat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, VKontakte, WeChat, etc. All customer inquiries can be managed in one panel, supporting real-time message reminders and cross-channel conversation record synchronization to avoid missing customer needs.

(2) Automation

Provides dozens of automated process templates (such as welcome messages, order status updates, discount push, etc.), supports parameterized editing and trigger condition settings. For example, automatically send satisfaction surveys or coupons after customers complete their purchases to increase repurchase rates.

(3) Teamwork

Supports multi-member permission management, conversation tag classification, and automatic assignment. For example, high-priority customers can be marked with conversation tags and automatically assigned to the corresponding sales team to improve response efficiency.

(4) Customer Relationship Management

The built-in customer information database records interaction history, preference tags and order data, and supports automated customer segmentation and precision marketing. For example, exclusive discount codes can be pushed to high-value customers to enhance customer stickiness.

(5) Data analysis

Real-time statistics of conversation volume, customer service response time, customer satisfaction and other indicators are generated to generate visual reports. Enterprises can optimize service strategies through data, such as adjusting customer service schedules during peak hours or improving robot speech.

(6) Real-time translation

Supports two-way automatic translation in 100+ languages, eliminating cross-border communication barriers. Customer service inputs in their native language and automatically converts it into the customer's language to ensure smooth communication.

3. Product Column: Nine Integrated Modules for Seamless Operations

SaleSmartly provides refined operational support for enterprises through the following columns:

Function
Introduction

Live Chat
Manage customer conversations across channels in one place, communicate in real time, and improve response efficiency.

Customer Management
Centrally manage customer information, conversation records, form data, customer tags, etc., and integrate the script library and material library.

Bulk Plan
Create and send personalized bulk messages, manage group messaging templates, and accurately reach target customers.

Robot
Configure AI robots and automated processes to provide 24/7 intelligent customer service and efficiently answer common questions.

Data Analysis
Multi-dimensional data analysis reports, covering channel analysis, service overview, etc., help optimize operational strategies.

Integrated
Seamlessly connect independent sites with major overseas social media platforms to achieve data interoperability and improve operational efficiency.

App Store
Provides rich plug-ins to flexibly expand system functions and meet personalized business needs.

Cost Center
Clearly display version information, account balance and consumption details to facilitate expense management.

Basic Settings
Flexibly configure project and team permissions to create an efficient and collaborative workspace.

4. Why Choose SaleSmartly?

Global security compliance: Certified to ISO 27001 (information security) and ISO 27701 (privacy management), alongside China’s CCRC certification, ensuring data protection and regulatory adherence.

Cloud & multi-device flexibility: Seamlessly operate across PCs, mobile apps (Android/iOS), and mini-programs, enabling real-time collaboration for remote or hybrid teams.

Elastic scalability: Automatically scales to handle traffic spikes during peak periods (e.g., holidays or promotions) without manual intervention, maintaining seamless service delivery.

5. End-to-End Support & Services: From Onboarding to Advanced Mastery

(1) Pre-sales: one-to-one real-time deployment

Provide professional technicians to conduct 1v1 product demonstrations, so that you or your team can better understand how to operate the product and improve business efficiency.

(2) After-sales service: 7*12 hours technical support

Provide 7*12 hours technical Q&A to ensure that you can get effective solutions in time when you encounter technical problems at any time.

(3) Product manual: Online [Help Center] document

Provide convenient online educational resources to help you quickly understand and use SaleSmartly products, improve your product efficiency and give you a better experience.

(4) Demand Scheduling: Customized Service

When you use our products, what kind of improvements do you hope to see in order to help you improve your business efficiency? You are welcome to give us your valuable suggestions at any time. Our R&D colleagues will schedule the development of product functions based on your needs to help you improve your business efficiency.

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Last modified: 2025-04-29Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Choose the Right SaleSmartly Plan for Your Business](https://help-en.salesmartly.com/docs/the-right-salesmartly-package)

How to choose the right SaleSmartly plan

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageWhat is SaleSmartly?How to Choose the Right SaleSmartly Plan for Your Business

How to Choose the Right SaleSmartly Plan for Your Business

Package Introduction

Currently the system has a package version, namely Free version, Pro version, Max version and Custom version.

Social media accounts: Chat plugin, Messenger & Comments, Telegram Bot, Email, Instagram & Comments, LINE, WhatsApp API, WeChat Customer Service, Slack, VKontakte, WeChat for Business

Hosted Device: WhatsApp App, Telegram App, TikTok App, Zalo App，LINE app

Free version

If you have fewer inquiries in the early stage and only need to manage one social media account and cloud device, you can choose the free version. The free version has a fixed reply quota. After exceeding this quota, users will not be able to reply. The quota will be reset on the 1st of the next month.

Pro version

The Pro version offers unlimited conversations, automated triggers, unlimited group messaging, and more translation quotas, making it the most popular version. This version also adds the ability to remove the SaleSmartly branding, channel diversion links, and exclusive chat links. If you don't need API integration, this version is perfect for you.

Max version

Unlock all benefits. If you need an API interface connection, you can choose the Max version.

The following are the interfaces opened by the Max version

(Click here to access our interface list)

Custom version

If you have larger product requirements, please feel free to contact us.

Core Concept

Team seats

The number of members is equal to the number of your customer service representatives. You need to add as many members as you have customer service representatives. One account can only be logged in on one computer and one mobile phone at the same time. If you log in on multiple computers at the same time, you will need multiple sub-member accounts.

(Pro and Max versions can be expanded for a fee, but the Free version cannot)

Official Channel

Official Channel are equal to the accounts you want to integrate and activate in the system. For example, if you have 10 Facebook homepages that you want to integrate into the system for sending and receiving messages, you will need 10 Official Channel. For example, if you now have 10 homepages, 10 emails, and 4 WhatsApp API numbers, you will need 24 social Official Channel.

(Pro and Max versions can be expanded for a fee, but Free version cannot)

Hosted Device

Refers to the number of WhatsApp App, Telegram App, and TikTok App accounts that can be mounted on this platform. For example, if you have 2 WhatsApp accounts, 2 Telegram App accounts, and 2 TikTok App accounts that need to be integrated into the system, then a total of 6 Hosted Deviceare required.

(Pro and Max versions can be expanded for a fee, but the Free version cannot)

Frequently asked questions

1. Can the package be changed at any time?

The package can be changed at any time. You can do this in the Cost Center - Change Package. The cost of changing the package is calculated based on your current package price and package expiration date.

Calculation formula: ((New package fee - Old package fee) * Number of days until the deadline / 30)

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What is SaleSmartly?

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How to Contact Us

Last modified: 2026-05-09Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Contact Us](https://help-en.salesmartly.com/docs/contact-ways)

Contact Us

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageWhat is SaleSmartly?How to Contact Us

How to Contact Us

General & Support

Official website: https://www.salesmartly.com/en/

Email: support@salesmartly.com

Partnerships

Business cooperation: marketing@salesmartly.com

Content cooperation: content@salesmartly.com

Connect With Us

WeChat Official Account: Search SaleSmartly in WeChat

WeChat: Search 18028558586

Stay Updated

Join our Telegram channel to receive practical growth tips, proven playbooks, and the latest product updates.

Telegram channel: https://t.me/SaleSmartlyGlobal

Share this Article

Previous

How to Choose the Right SaleSmartly Plan for Your Business

Next

Get Started Quickly!

Last modified: 2026-01-30Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Video Tutorial: Get Started Quickly in 5 Steps](https://help-en.salesmartly.com/docs/5steps)

Video Tutorial: Get Started Quickly in 5 Steps

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageGet Started Quickly!Video Tutorial: Get Started Quickly in 5 Steps

Video Tutorial: Get Started Quickly in 5 Steps

Share this Article

Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Step 1: Create a SaleSmartly Account](https://help-en.salesmartly.com/docs/create-a-salesmartly-account)

Step 1: Create a SaleSmartly account

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageGet Started Quickly!Step 1: Create a SaleSmartly Account

Step 1: Create a SaleSmartly Account

Welcome to SaleSmartly! Let’s kickstart your seamless omnichannel communication journey. Creating an account is quick and straightforward.

1. Register an Account

1.1. Open the SaleSmartly official website and click [Start for Free] in the upper right corner.

1.2. Enter your mobile phone number and verify it, and set your account password (must contain numbers + uppercase and lowercase letters)

Supports registration directly through Google, WeChat, Telegram and Facebook accounts.

1.3. New customers have exclusive benefits:

Try Pro for 3 days for free

Get professional solutions

Make an appointment for a demonstration product tutorial

Once the registration is complete, the next time you use the SaleSmartly system, you can click to log in.

1.4. Edit project name.

2. Secure Your Account with Email

Click the [Avatar] option in the upper right corner, then select [Account Information] to enter the editing page. Then click to bind your email address, and then you can use your email address to log in.

You can also bind WeChat/Google/Telegram/Facebook

3. Get to know SaleSmartly

3.1. Navigation Bar

You can click on the function entry in the navigation bar to enter the corresponding function and configure it.

Function
Introduction

Live Chat
Manage customer conversations across channels in one place, communicate in real time, and improve response efficiency.

Customer
Centrally manage customer information, conversation records, form data, customer tags, etc., and integrate the script library and material library.

Group Plan
Create and send personalized bulk messages, manage group messaging templates, and accurately reach target customers.

Robot—Al Employee (Old Project)
Configure AI robots and automated processes to provide 24/7 intelligent customer service and efficiently answer common questions.

Reports
Multi-dimensional data analysis reports, covering channel analysis, service overview, etc., help optimize operational strategies.

Integration
Seamlessly connect independent sites with major overseas social media platforms to achieve data interoperability and improve operational efficiency.

Team (New Project)
Manage staff permissions, add members, and configure Al employees to help teamsprovide 24/7 intelligent reception and efficiently answer frequently asked questions.

Set up
App Store: Manage application integrations and extension capabilities.
Project Management: Manage project configurations within the workspace.
Logs: View system logs and operation records.

3.2. Project details

You can view the project ID here and easily switch between them when managing multiple projects. You can also view the project version, expiration date, number of members included in the package, number of social media accounts, and number of cloud devices.

3.3. Information settings

You can set your online status, account information, system language, etc. You can also view and download guides for other devices and details of promotion rebates.

3.4. Package information

You can view the package version and expiration date.

3.5. Update log

Critical updates are regularly documented in the weekly changelog.

3.6. After-sales feedback

The [Contact Us] option in the lower right corner of the system can directly contact our customer service team. We provide 7×12 service support.

Share this Article

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Video Tutorial: Get Started Quickly in 5 Steps

Next

Step 2: Integrate Your Social Media Channels

Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Step 2: Integrate Your Social Media Channels](https://help-en.salesmartly.com/docs/integrate-your-social-media-channels)

Step 2: Integrate Your Social Media Channels

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageGet Started Quickly!Step 2: Integrate Your Social Media Channels

Step 2: Integrate Your Social Media Channels

SaleSmartly supports integration with LiveChat, WhatsApp, Facebook Messenger, TikTok, Instagram, Telegram, LINE, Email, VKontakte, WeChat. Whether it's a personal website, social media, or email, SaleSmartly can help you centrally manage all customer conversations. Next, let's explain how to integrate these accounts into SaleSmartly!

SaleSmartly unifies conversations from WhatsApp, Instagram, TikTok, Facebook Messenger, Telegram, LINE, Email, WeChat, and more into one dashboard. Whether you’re managing a website, social profiles, or email campaigns, streamline all interactions effortlessly. Here’s how to integrate your channels:

1. Access Integration Settings

You can access the integration dashboard in the following ways:

Method 1: When you log in to the system and enter the homepage, you can view all the channels that can be integrated. You can select the channel you want to integrate and click the integration button to operate.

Method 2: Find Integration directly in the left column and select the channel you want to integrate.

2. Integrated Account

Chat Plugin: How to Edit and Add a Chat Plugin? - SaleSmartly-Help Center-SaleSmartly User Guide

Independent Station: Independent Station-SaleSmartly-Help Center-SaleSmartly User Guide

Facebook: How to Integrate Facebook? - SaleSmartly - Help Center - SaleSmartly User Guide

Telegram Bot: How to Integrate Telegram Bot? - SaleSmartly-Help Center-SaleSmartly User Guide

Email: How to Integrate Email? -SaleSmartly-Help Center-SaleSmartly User Guide

Instagram: How to Integrate Instagram? - SaleSmartly - Help Center - SaleSmartly User Guide

LINE: How to Integrate LINE Official Account? -SaleSmartly-Help Center-SaleSmartly User Guide

WhatsApp API: Integrate WhatsApp Business API Number? (Third Party) - SaleSmartly - Help Center - SaleSmartly User Guide

WeChat Customer Service: How to Integrate WeChat Customer Service? - SaleSmartly-Help Center-SaleSmartly User Guide

Slack: How to Integrate Slack? - SaleSmartly - Help Center - SaleSmartly User Guide

WhatsApp App: How to Integrate WhatsApp App Device? - SaleSmartly-Help Center-SaleSmartly User Guide

TikTok: How to Integrate the TikTok App - SaleSmartly - Help Center - SaleSmartly User Guide

Telegram: How to Integrate Telegram App Device? -SaleSmartly-Help Center-SaleSmartly User Guide

VKontakte: VKontakte-SaleSmartly-Help Center-SaleSmartly User Guide

3. Check Your Channel Information

After the integration is complete, information from all channels will be aggregated into [Live Chat], where you can view and manage all information.

You can also filter by information type, account type, member, or group to more easily find the relevant information you need.

Share this Article

Previous

Step 1: Create a SaleSmartly Account

Next

Step 3: Start a Conversation

Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Step 3: Start a Conversation](https://help-en.salesmartly.com/docs/start-a-conversation)

Step 3: Start a conversation

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageGet Started Quickly!Step 3: Start a Conversation

Step 3: Start a Conversation

After integrating all your social media accounts into SaleSmartly, you can now start having conversations with your customers on SaleSmartly!

1. Understanding the SaleSmartly Chat Page

[Live Chat] is divided into three sections: information bar, dialog box, and customer information.

1.1. Information bar

All messages sent by customers through various channels will be displayed in the information bar. The information bar provides three filtering methods:

(1) View

Users can group conversations based on visitor tags, social media accounts, email addresses, mobile phone numbers, last reply time, and conversation types.

(2) Account type

Filter information based on different social media accounts.

(3) Customer service member

You can filter by the agent or group they are in, and also include unassigned and bot-hosted conversations.

1.2. Dialog box

The dialog box allows sending in multiple formats, including labels, voice, audio, pictures, videos, and attachments. You can also set quick replies for common customer questions to improve response efficiency. After the service is over, you can send a review invitation to the customer. At the end of the conversation, simply click the [End Conversation] button in the upper right corner to archive the conversation.

1.3. Customer information

The system includes four modules: customer information, session information, script library, and order management. Users can view basic information such as the customer's source channel and geographic location, and can also customize the content of the session and script library. For e-commerce companies, they can create order information on their own and have a more detailed understanding of the customer's purchase details.

2. Chat with Customers

After ending the conversation, if you need to find the chat information again or contact the customer, you can find the customer in the customer information and use the chat back function to start the conversation again.

3. Send Bulk Messages to Customers

Send tailored campaigns to multiple customers at once via WhatsApp APP, Facebook, Email, Telegram bot, Instagram, TikTok, Telegram, and LINE. Personalize content using merge tags and track open/response rates to refine outreach.

Share this Article

Previous

Step 2: Integrate Your Social Media Channels

Next

Step 4: Optimize Chat Efficiency with Automation & AI

Last modified: 2026-06-04Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Step 4: Optimize Chat Efficiency with Automation & AI](https://help-en.salesmartly.com/docs/make-chatting-more-convenient)

Step 4: Make chatting more convenient

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageGet Started Quickly!Step 4: Optimize Chat Efficiency with Automation & AI

Step 4: Optimize Chat Efficiency with Automation & AI

To make your chat experience smoother, SaleSmartly provides automated process settings and AI robots to help you quickly respond to customer needs and improve work efficiency. Whether it is quick replies, automatic replies or conversation recognition, SaleSmartly can make your chat more efficient. Let's explore these convenient features together!

1. Enable AI Robot

The SaleSmartly platform integrates multiple advanced AI models, including AI Corpus, HelpLook, ChatGPT, OpenAI Assistants, Coze, and DeepSeek, etc. These AI robots can effectively identify the content of customer conversations and provide basic responses. Users can also build their knowledge base in these AI models, so that AI robots can not only respond based on existing information, but also understand and meet customers' specific needs more deeply.

See the New AI Member guide for details.

2. Set up an Automated Process

The SaleSmartly system provides a highly customizable automation process configuration function, allowing users to flexibly set automation processes according to the specific needs of individuals or enterprises. As long as the user meets the preset automation conditions, the corresponding process will be automatically triggered, thereby improving work efficiency and response speed.

SaleSmartly also has a series of built-in automation process templates that cover a variety of common business scenarios, allowing users to quickly start and optimize automation processes without having to build them from scratch.

Available conditions/actions:

Share this Article

Previous

Step 3: Start a Conversation

Next

Step 5: Manage Your Team Effortlessly

Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Step 5: Manage Your Team Effortlessly](https://help-en.salesmartly.com/docs/manage-your-team)

Step 5: Manage your team

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HomepageGet Started Quickly!Step 5: Manage Your Team Effortlessly

Step 5: Manage Your Team Effortlessly

As your business expands, you may need a team to manage customer conversations together. SaleSmartly provides powerful team management features to help you easily assign tasks, monitor performance, and ensure that every team member can work efficiently. Next, we will show you how to manage your team and improve overall collaboration efficiency!

1. Streamline Member Management

In Team Management, you can add members and set work schedules, and view in real time the number of sessions each member is receiving, the cumulative number of receptions today, and the upper limit of receptions today/daily, helping you to reasonably allocate tasks, optimize team collaboration, and ensure a balanced workload for each member.

2. Assign Role-Based Permissions

Assign specific roles to each team member, and grant them different permissions and responsibilities based on their roles. This can help clarify everyone's scope of work and authority, and effectively protect sensitive information and prevent data leakage.

3. Track Team Activity

By tracking team members' login, logout, and online status in real time, you can effectively manage their work activities. This monitoring mechanism helps you understand the team's work dynamics, thereby optimizing resource allocation and improving workflow efficiency.

🎉Congratulations! Through the above five steps, you have completed the SaleSmartly beginner's guide. Now you have mastered the core operations from registering an account, configuring channels, starting conversations to team management. SaleSmartly will become your right-hand man to improve customer communication efficiency and optimize team collaboration. Next, you can explore more advanced features and continue to optimize your business processes. If you have any questions during use, please feel free to check the help desk or contact our support team.🚀

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Last modified: 2026-06-03Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp API](https://help-en.salesmartly.com/docs/whatsapp-api-mass-sending)

WhatsApp API

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesWhatsApp API

WhatsApp API

Introduction

WhatsApp Business API is a powerful communication tool provided by Meta for global enterprises, allowing you to initiate conversations with strangers. WhatsApp API has some restrictions on group messaging. Before using WhatsApp Business API for group messaging, group messaging must comply with WhatsApp official policy requirements. Violating official policies will result in an official ban on your account! The following is a detailed tutorial on group messaging on the SaleSmartly platform:

Notice

The WhatsApp API numbers purchased by the platform strictly follow the official regulations and ban policies of Facebook. According to the official rules, if you trigger the restrictions, your number will be officially banned. You can check the WhatsApp official policy for more details.

In addition, we recommend that you try passive chatting for 3-5 days (i.e., visitors actively send messages to WS accounts) when using newly purchased WhatsApp API numbers to reduce the risk of being banned. Thank you for your understanding and cooperation!

Critical Rules to Avoid Bans

Avoid using personal WhatsApp numbers for testing

Please do not use your WhatsApp personal number to send messages to each other. If you need to test, please add or import your own number into the customer list. For adding or importing customers, please click to view. Then, conduct an API number group test. Otherwise, it will be easy for the official to detect whether the copywriting violates the rules, which may cause your template to be restricted.

Proper link usage in templates

When sending template messages, do not include links in the parameters, especially contact links (such as contacting a WhatsApp number). If you need to include a link, you can use a short link tool. The length of the link is irrelevant (Google search). And try to send 250 messages at a time, otherwise such messages will easily be banned by the official account. You will be banned after sending them!

Follow WhatsApp's content policy

Any group content messages must comply with WhatsApp official policies. Please read the official policies carefully! If you violate the WhatsApp Business Messaging Policy, the official has the right to ban your WhatsApp API account!

Mass Messaging Costs

Click here to view detailed fees for WhatsApp API.

About Templates

Template number package: No need to apply for a template, just send it directly. For more information about template number packages, please click here.

Odd/Even Number Package: You need to apply for a template from the official website. For more information about odd/even number packages, please click here.

Notice

The content of the template number package needs to comply with the official policy of WhatsApp. Please read the official policy carefully!

Add/Import Customers

In [Customer List] - Add Customers, add/batch import the WhatsApp customer information to be sent.

Notice

Integration-WhatsApp API-The switch must be turned on, otherwise the sending audience will be invalid.

Create a Group Message

After the template is approved, select [WhatsApp API Channel] in [Group Plan] - [Mass Message] - [Create Plan].

Bulk Messaging Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Content Type:

Template message: used when actively sending group messages to strangers. Official requirements require that active group messages must use officially approved templates before they can be sent.

Ordinary messages: Ordinary messages can only be sent to contacts whose last reply time is within the past 24 hours. Ordinary messages cannot be sent after 24 hours. You can only send template messages or wait for the customer to actively interact.

Send to: Select your target audience from the customer list.

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Tutorials on Sending Mass Messages

Next

WhatsApp APP

Last modified: 2025-05-06Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp APP](https://help-en.salesmartly.com/docs/whatsapp-app-mass-sending)

WhatsApp APP

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesWhatsApp APP

WhatsApp APP

Introduction

SaleSmartly supports group messaging to contacts/groups in the WhatsApp APP.

Notice

It is not recommended to proactively send mass messages to customers who have not communicated with you, and there is a risk of official account suspension, so please use it with caution!!!

Connect Your WhatsApp App

Before sending group messages, you need to integrate your WhatsApp app number into the SaleSmartly platform.

For the integration tutorial, please see: How to integrate WhatsApp App device?

Add/Import Contacts

In [Customer List] - Add Customer, add/batch import the WhatsApp customer information to be sent.

Notice

Please ensure that your social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select WhatsApp APP channel.

Configure Your Campaign

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters

Plan Audience: Choose the list of customers you want to message

Content: Fill in the content you need to send here, supporting pictures, videos, attachments, audio and video

Share this Article

Previous

WhatsApp API

Next

Facebook Messenger

Last modified: 2025-05-06Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Facebook Messenger](https://help-en.salesmartly.com/docs/facebook-messenger-mass-sending)

Facebook Messenger

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesFacebook Messenger

Facebook Messenger

Introduction

SaleSmartly supports group messaging via Facebook Messenger, making it easier to engage your existing contacts at scale. Follow this step-by-step guide to get started quickly and make the most of Messenger group messaging.

Notice

It only supports mass messaging to customers who have contacted your public page. It is not possible to actively send mass messages to customers with whom you have not communicated!

Connect Your Facebook Page

Before sending mass messages, you need to integrate your Facebook public page into the SaleSmartly platform.

For the integration tutorial, please see: How to integrate Facebook public page?

Sync Messenger Contact

Please make sure that the customer list has Messenger contacts. If there are no contacts or the synchronized number is inconsistent, please click on "Synchronize Contacts" in Integration-Messenger & Comments

Notice

For more information about the homepage syncing contact logic, please click here: Facebook homepage syncing contact logic

Notice

Please make sure the Enable Messenger switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select Messenger channel.

Configure Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters

Audience: Select the customer you want to send to

Message type: Normal content/conversation flow

Notice

Can actively send automated processes to the other party for triggering.

Send content: Fill in the content you need to send here, supporting pictures, videos, attachments, audio and video

Content type: When a conversation in Messenger exceeds 7 days, the customer service needs to select a content type related to the content when typing a message in the chat box

Notice

For more information about content types, please click: Content Type Introduction.

Share this Article

Previous

WhatsApp APP

Next

Telegram Bot

Last modified: 2025-05-07Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Telegram Bot](https://help-en.salesmartly.com/docs/telegram-bot-mass-sending)

Telegram Bot-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesTelegram Bot

Telegram Bot

Introduction

SaleSmartly provides Telegram Bot group messaging function. Please refer to the following tutorial to quickly learn how to use SaleSmartly to perform Telegram Bot group messaging function.

Notice

You can only send group messages to customers/groups/channels that have contacted your Telegram Bot. You cannot send group messages to customers you have not communicated with!

Connect Your Telegram Bot

Before sending group messages, you need to integrate your Telegram Bot into the SaleSmartly platform.

For the integration tutorial, please see: How to integrate Telegram Bot?

Check the Contacts

Please make sure that the client list has Telegram Bot contacts.

Notice

Please make sure that the Enable Account switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Sending Plan] - [Group Message] - [Create Group Sending] - select Telegram Bot channel

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to

Send content: Fill in the content you need to send here, supporting pictures, videos, attachments, audio and video

Share this Article

Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Email](https://help-en.salesmartly.com/docs/email-mass-sending)

Email

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesEmail

Email

Introduction

Use SaleSmartly’s Telegram Bot to send targeted group messages, share rich media, and streamline bulk outreach, all from a single dashboard.

Connect Your Email

Before sending mass messages, you need to integrate your email account into the SaleSmartly platform.

For the integration tutorial, please refer to: How to authorize using an email authorization code/password?

Notice

If it is already integrated, please skip this step.

Add/Import Customers

In [Customer List] - Add Customers, add/batch import the email customer information to be sent.

Notice

Please make sure it is turned on and your social media account is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select Email channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here, supporting pictures, videos, attachments, audio and video.

Email Subject: Title or summary of the email.

Message Content: The body of the email, containing details, instructions, requests, or whatever you want to communicate.

Share this Article

Last modified: 2025-06-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Instagram](https://help-en.salesmartly.com/docs/instagram-mass-sending)

Instagram-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesInstagram

Instagram

Introduction

SaleSmartly provides a group posting feature on Instagram. Please refer to the following tutorial to quickly learn how to use SaleSmartly for group posting on Instagram.

Notice

You can only send group messages to customers who have contacted you on Instagram. You cannot send group messages to customers you have not communicated with!

Connect Your Instagram

Before sending mass messages, you need to integrate your Instagram into the SaleSmartly platform.

For the integration tutorial, please see: How to integrate Instagram?

Check the Contacts

Make sure your client list has Instagram contacts.

Notice

Please make sure that the private messaging switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select Instagram channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here, supporting pictures, videos, audio and video.

Share this Article

Previous

Email

Next

LINE

Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [LINE](https://help-en.salesmartly.com/docs/line-mass-sending)

LINE

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesLINE

LINE

Introduction

SaleSmartly provides LINE group messaging function. Please refer to the following tutorial to quickly learn how to use SaleSmartly for LINE group messaging function.

Notice

You can only send group messages to customers who have contacted your LINE official account. You cannot send group messages to customers you have not communicated with!

The number of group messages is officially limited. For details, please refer to the article to fully understand the latest LINE official account charges in 2024

Connect Your LINE

Before sending group messages, you need to integrate your LINE official account into the SaleSmartly platform.

For integration tutorials, please see: How to integrate LINE official account?

Check the Contacts

Please make sure there are LINE contacts in the customer list

Notice

Please make sure that the Enable Account switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select LINE channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, no more than 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here, supporting pictures, videos, audio and video.

Share this Article

Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Telegram App](https://help-en.salesmartly.com/docs/telegram-app-mass-sending)

Telegram App

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesTelegram App

Telegram App

Introduction

SaleSmartly provides the Telegram App group messaging function. Please refer to the following tutorial to quickly learn how to use SaleSmartly for the Telegram App group messaging.

Notice

You can only send group messages to customers/groups/channels that have contacted you on the Telegram App. You cannot send group messages to customers you have not communicated with!

Connect Your Telegram App

Before sending group messages, you need to integrate your Telegram App into the SaleSmartly platform.

For the integration tutorial, please see: How to integrate Telegram App device?

Check the Contacts

Please make sure that the client list has Telegram App contacts.

Notice

Please ensure that your social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select Telegram App channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here, supporting pictures, attachments, videos, audio and video.

Share this Article

Previous

LINE

Next

TikTok App

Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [TikTok App](https://help-en.salesmartly.com/docs/tiktok-app-mass-sending)

TikTok App

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesTikTok App

TikTok App

Introduction

SaleSmartly provides the TikTok App group message function. Please refer to the following tutorial to quickly learn how to use SaleSmartly for the TikTok App group function.

Notice

You can only send group messages to customers/groups/channels that have contacted your TikTok App. You cannot send group messages to customers you have not communicated with!

Connect Your TikTok

Before sending group messages, you need to integrate your TikTok App into the SaleSmartly platform.

For integration tutorials, please see: How to integrate TikTok?

Check the Contacts

Please make sure that the client list has TikTok App contacts.

Notice

Please make sure that the private messaging switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select TikTok App channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here. Text is supported.

Share this Article

Previous

Telegram App

Next

Chat Plugin

Last modified: 2025-05-13Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Chat Plugin](https://help-en.salesmartly.com/docs/chat-plugin-mass-sending)

Chat Plugin

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTutorials on Sending Mass MessagesChat Plugin

Chat Plugin

Introduction

SaleSmartly provides a chat plugin group messaging function. Please refer to the following tutorial to quickly learn how to use SaleSmartly chat plugin's group message.

warn

It only supports mass messaging to customers who have actively contacted your chat plug-in. It is not possible to actively send mass messages to customers who have not communicated with you!

Connect Your Chat Plugin

Before sending group messages, you need to integrate your chat plugin into the SaleSmartly platform. For the integration tutorial, please see:
Self-built website: How to add chat plugin to self-built website?
Independent station: How to integrate the chat plug-in on the independent station?

Check the Contacts

Please make sure that the customer list has a chat plugin contact.

Notice

Please make sure that the plug-in switch is turned on and the social media account status is valid.

Create a Group Message

In [Group Plan] - [Mass Message] - [Create Plan] - select the Chat Plugin channel.

Bulk Message Settings

Plan Name: Enter the name of your current group messaging plan, which must not exceed 50 characters.

Send to: Select the customer you want to send to.

Send content: Fill in the content you need to send here, supporting pictures, attachments, videos, audio and video.

Share this Article

Previous

TikTok App

Next

VKontakte

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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### [VKontakte](https://help-en.salesmartly.com/docs/vkontakte-mass-sending)

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Product Introduction

Chat

Quick Start [Chat]

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Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

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Client

Quick Start: Customer Management

Customer List

Session Management

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Tag Management

Word Library

Marketing

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Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

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Robot

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AI Robots

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Customer Privacy Encryption Display Introduction

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How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

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Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

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How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

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How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

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How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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How to Integrate Telegram Bot?

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YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

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How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

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How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [WhatsApp API Number Pricing](https://help-en.salesmartly.com/docs/whatsapp-api-number-fees)

Message Sending Fees

Within a single conversation, only the first 100 messages sent from the platform are charged, with a maximum cap of $0.50 per conversation. Receiving visitor messages is free.

Conversation Billing Rules (Excluding Template Fees):

Billing Cycle: The 24-hour countdown starts from the time of the last message sent by the visitor!

Within 24 Hours: As long as the visitor sends a new message, the countdown resets to 24 hours. During this period, the first 100 messages you send are charged, and once the $0.50 cap is reached, all subsequent messages are free.

Over 24 Hours: If a visitor does not send a new message for more than 24 hours, the current billing cycle ends. If the visitor contacts you again later, a new billing cycle will begin.

Key Point: Within these 24 hours, no matter how many times you click "End Session" in the system, the fees will not reset as long as the validity period hasn't expired.

Scenario Comparison Table

Scenario
Reset Billing?
Billing Logic Description

Visitor continuously replies (New message within 24h)
Always Free / No Reset
Countdown extends automatically. Once the $0.50 cap is met and the visitor keeps replying, subsequent sends are forever free.

Clicking "End Session" within 24h
No Reset
Billing is based on the visitor's last message time. As long as 24h hasn't passed, clicking "End" 10 times won't re-charge for the first 100 messages.

Visitor leaves & returns within 24h
No Reset
As long as the interval between the same visitor's replies is under 24h, it all counts toward the same $0.50 capped package.

Visitor contacts after 24 hours
Reset Billing
If a visitor reappears after being gone for over 24h, a new cycle starts. Charges reset to "first 100 messages charged, max $0.50."

Receiving visitor messages
Always Free
Receiving messages is free at all times, and every message received extends the 24-hour free period.

Message sending fees vary by country/region and are divided into the following three types:

Red Fees: Represent Template Fees. Fees vary by template type. You can choose the appropriate template type when applying for template approval.

Blue Fees: Refers to the platform service fee for sending messages. Billing follows the "24-hour countdown" and "$0.50 cap" rules (see "Conversation Billing Rules" above for details).

WhatsApp Message Fee Calculation Guide (Example: Sending to North America/Canada)

The billing standard for sending WhatsApp messages via SaleSmartly consists of two parts: WhatsApp Official Template Fee + Platform Message Sending Fee. The specific calculation depends on who initiated the conversation:

Scenario 1: Business-Initiated Broadcast (Using Template Messages)

When you proactively send marketing or utility template messages to customers:

Calculation Formula: Single message fee = WhatsApp Official Template Fee + Platform Message Sending Fee

Single Charge Example: Sending one "Marketing" template costs $0.0250 (Official Fee) + $0.005 (Platform Fee) = $0.030.

Broadcast Charge Example: If you broadcast this marketing message to 1,000 customers, the total cost is: $0.025 * 1000 (Official Fee) + $0.005 * 1000 (Platform Fee), which is $0.030 * 1000 = $30.

Description: "Business-Initiated Broadcast" and "Conversation Cap Rules" are interconnected. If a customer replies to a template message, the merchant's subsequent replies are counted toward the Platform Message Sending Fee. The first 100 replies within 24 hours are charged, with a cap of $0.50.

Scenario 2: Customer-Initiated Contact (Customer Service Reply)

When a customer proactively messages you, a 24-hour service conversation window is automatically opened. During this period, when you reply:

WhatsApp Official Fee: Free.

Platform Message Sending Fee: $0.005 is charged for every message you reply with. The first 100 replies are charged, with a cap at $0.50.

Note: Receiving all messages sent by customers is completely free.

### [How to Register a WhatsApp API Number in Simple Steps](https://help-en.salesmartly.com/docs/self-registration-of-whatsapp-api)

Tutorial on how to register a WhatsApp API number by yourself

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How to Register a WhatsApp API Number in Simple Steps

Introduction

Your WhatsApp business account requires the following information, please be sure to prepare this information:

Your brand display name

Your company's legal name

Your company's official address

Log in with your FB account and use that account to configure your WhatsApp business account

A mobile number that is not registered with WhatsApp is used to receive the code

(Note that WhatsApp API will incur message fees, you can click here to view details)

Step-by-Step Guide:

1. Go to [Integration] - [WhatsApp API] - [Self-service] - [Self-service registration]

2. Click [Use Facebook Authorize].

3. Click to continue logging in as xxxx.

4. Click [Get Started].

5. Select your Meta business account and continue.

6. Select "Other" for the type. Website is optional, or fill in the niche website that can be accessed normally.

7. Enter the number you have never registered for WhatsApp APP, select the verification method and continue.

8. Enter the received verification code and continue.

9. Click Finish.

When you see the screenshots above, you have completed the self-service registration process for the WhatsApp API number.

Next, you need to wait for the official Facebook review number to be approved. The official Facebook review time is 24 hours. The specific details are subject to the official Facebook review, not SaleSmartly review.

After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system.

If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number and synchronize it to the SaleSmartly system

10. Check Facebook audit results.

Please visit the following link: https://business.facebook.com/settings/people/

Frequently asked questions

1. Why is the self-registration number invalid in SaleSmartly/the number is still not displayed after the self-registration number authorization?

The official error code for self-service registration can be found at: Embedded registration process error

(1) The number is still under review, please refer to [ View Facebook Review Results ]

(2) After Facebook's official review is passed, it will be automatically synchronized in the SaleSmartly system. If it is not synchronized in the SaleSmartly system, please repeat the above steps to register the WhatsApp API number to synchronize it to the SaleSmartly system. For details, see: [ Self-service registration of WhatsApp API number tutorial ]

2. WhatsApp official returns the error reason

Please try again. If the problem still cannot be solved, please contact customer service.

Reason: This is the information for setting up credit control. Generally, the customer manually sets the currency in Facebook's WABA, so it cannot be bound to Alibaba.

Solution: You can only recreate a waba (WhatsApp Business API)

3. The number of phone numbers bound to this business account has reached the upper limit

You have reached the upper limit for the number of phone numbers associated with this business account. Please remove a phone number to continue, or request more phone numbers.

Solution: Please refer to step [Figure 1] in [ View Facebook Review Results ], and then delete the number in the following image location, as shown below:

4. We are unable to verify the Meta business account you selected

We are unable to verify the Meta business account you selected. Please return to the previous page to select another account, or go to the Meta Business Manager to resolve the issue.

Reason and solution: This means that your Facebook business management platform, the full English name (Facebook Business Manager), referred to as BM, has been officially banned. In this case, you can only change a BM.

5. This WhatsApp Business account does not have permission to add phone numbers to this account

Reason: This refers to your Facebook Business Manager platform, which is officially banned, and your Waba (WhatsApp Business API) is blocked.

Solution: Replace BM

6. Your business management platform has been banned from using advertising features, including app sharing

Reason and solution: Facebook's business management platform, the full English name (Facebook Business Manager) referred to as BM has been blocked, replace a BM.

7. Please try again at another time, or contact the support team to fix the problem

Reason: Facebook official issue. We also rely on Alibaba Cloud to create accounts, but Facebook official may have temporarily restricted it due to technical reasons.

Solution: Change your WhatsApp number or try again at a different time.

8. How can I break the 250 session limit in 24 hours for a self-registered number?

Do company verification. Without company verification, there are 250 sessions. For details, see How to authenticate a company in Facebook Business Manager

9. I want to delete the self-service registration number. Where can I delete it?

Go to the FB dashboard to delete, for specific steps, see: View Figure 4 in Facebook review results

10. This phone number has been registered with an existing WhatsApp account

Reason: This number has already been registered as a WhatsApp app number.
Solution: Change the number or unbind it from the existing account, then return to the current page and re-enter the number.

11. SaleSmartly system data is being synchronized. Please try again after one hour.

Solution: Facebook has limited your traffic. Try again after an hour.

12. You are no longer allowed to use Facebook products to run ads. You cannot run ads, manage ad assets, or create new ads or business accounts.

Reason: Facebook account advertising permissions have been blocked. For details, click Facebook account overview to view

Solution: Complain to Facebook to get unblocked or change the advertising account

13. Display "This waba has been bound in other projects."

Reason: A waba can only be bound to one project, and a waba cannot be bound to two projects at the same time.

Solution: Transfer this number from the original project to the project that needs to be bound.

14. After clicking "Finish", a message will appear saying "Please try again. If the problem still cannot be solved, please contact customer service."

Reason: Click Finish to prompt an abnormal error
Solution:

1. Please try the self-service registration process again. Please refer to the tutorial on self-service registration of WhatsApp API number: Click to jump

2. Check whether the proxy is turned on. If so, you can switch to the global mode of the proxy. If it still doesn’t work, you can choose to turn off the proxy or switch to some other proxy lines.

15. Unable to Share WhatsApp Business Account with Partners

Cause: Information verification failed.

Solution: First, ensure the website URL provided is accessible; try updating it to a different valid URL. The issue may also be account-specific, so attempt to switch to a different Facebook personal account or Business Manager (BM). If these steps do not resolve the issue, there is currently no further solution available. This is a known internal issue with the Facebook (Meta) platform, and we do not have the authority to intervene.

16. Facebook Prompt: "You're no longer allowed to use Meta technologies to advertise"

Cause: The Facebook personal account has been restricted.

Solution: Switch to a different personal account

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Last modified: 2026-01-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Customize Chat Widget Main Title & Subtitle in 3 Steps](https://help-en.salesmartly.com/docs/change-livechat-widget-title)

1. Locate Your Chat Widget

Find [Integration] in the left menu bar, and select [Edit Plugin] in the right operation bar of the chat plugin you need to edit.

2. Find the Chat Window Style

Dialog window title → Large title

Subtitle content → subtitle

The subtitle content can be divided into two parts

Customer service online display: The text that will be displayed in the subtitle when the manual customer service is online

Customer service offline display: The text that will be displayed in the subtitle when the manual customer service is offline

(The online time of the manual customer service can be indicated in the subtitle to facilitate customers to consult at the corresponding time)

3. Remember to Save the Changes After Completion

### [How to Set up Mobile Public Account Message Reminders](https://help-en.salesmartly.com/docs/message-reminder-for-official-account-on-mobile)

4.4. Only support the push of new public account messages to members who are offline/busy, and no push of message reminders to members who are online

Notice:

The visitor messages of [unassigned] and [robots] need to turn off [auto-assignment], and [assigned] customers are not affected

### [How to Set Member Permissions](https://help-en.salesmartly.com/docs/member-permissions)

How to set member permissions

Search...

Home

Pricing

Blog

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Start for Free

Menu

HomepageFAQHow to Set Member Permissions

How to Set Member Permissions

Only Let Members See Their Own Conversations

1. Add roles

Click [Basic Settings] - [Team] - [Role Management] - [Add Role]

If you have already created a character, please jump to the steps to edit the character: [Click to jump]

2. Create a role and edit and save

Enter the role name

Select the role type

[Live Chat] - [List of Assigned Sessions] - Select [View My Sessions], then click [Save] in the upper right corner.

Administrators: can manage ordinary members, but cannot manage other administrators
Ordinary members: are managed by administrators and cannot change their roles or permissions

3. Edit Roles

Click [Basic Settings] - [Role Management] - [Edit].

After entering, select [Assigned Session List] - Select [View My Conversation], and then click [Save] in the upper right corner.

4. Set roles for members

Click [Basic Settings] - [Team] - [People Management] - click the member you want to [Edit].

Select the corresponding [Role] and click [OK].

Members have the right to see conversations hosted by designated social media

1. Configure the entry for receiving social media session permissions

Click [Basic Settings] - [Team] - [People Management] - [Edit]

2. Configure permissions

Select [Customize social media account permissions], then click [Configure]

3. Check the corresponding social media permissions

Here you can select which social media account the member will receive the conversation message from. If you do not select it, you will not receive it. After checking, click OK to return.

Frequently asked questions

1. When creating a new member, a prompt appears indicating that the upper limit of the number of members has been reached.

Click [Subscription] - [Change Package] - Add number of members to increase the upper limit.

2. Unable to edit role permissions

System default roles cannot be modified. If you need to adjust permissions, please create a new custom role instead.

Share this Article

Last modified: 2025-09-26Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Change Your Profile Avatar](https://help-en.salesmartly.com/docs/modify-avatar)

How to Change Your Profile Avatar-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQHow to Change Your Profile Avatar

How to Change Your Profile Avatar

1. Modify the Chat Plugin/Merchant Logo Avatar

1.1. Enter [Integration] - [Chat Plugin] - [Edit Plugin].

1.2. Find [Style Settings] - [Set Avatar] - [Merchant Logo], upload the avatar and click [Save] in the upper right corner to take effect.

1.3. Effect preview.

2. Modify the Robot Avatar

2.1. Enter [Integration] - [Chat Plugin] - [Edit Plugin].

2.2. Find [Style Settings] - [Set Avatar] - [Robot Avatar], upload the avatar and click [Save] in the upper right corner to take effect.

2.3. Effect preview.

3. Modify the Chat Plug-In Entry Style Avatar

The uploaded image cannot exceed 5 MB in size. The recommended image size is 60*60. Only JPG/JPEG/PNG/GIF formats are supported.

3.1. Enter [Integration] - [Chat Plugin] - [Edit Plugin].

Note

The entry icon needs to be closed to be collapsed, otherwise, it will not take effect!

4. Modify the Customer Service Member's Profile Picture

4.1. Enter [Set Up] - [Team] - [People Management] - click [Edit].

4.2. Click Upload Avatar to confirm.

4.3. Effect preview.

5. Modify the Platform Whatsapp API Number Avatar

5.1. Go to [Integration] - [WhatsApp API] - [Modify Data].

Please do not upload infringing images or duplicate images with other accounts, otherwise, there will be a risk of account closure!

Share this Article

Last modified: 2025-08-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Decorate Your Chat Widget](https://help-en.salesmartly.com/docs/chat-plugin-decoration)

How to Decorate Your Chat Widget-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQHow to Decorate Your Chat Widget

How to Decorate Your Chat Widget

If you haven't integrated our chat plugin into your website yet, you can view the tutorial by clicking the following hyperlink:

Self-built website installation tutorial

Independent station installation tutorial

Edit entry

Click [Integration] - [Chat Plugin] - [Edit Plugin] in the left menu bar

Style Settings

Here is where the chat plugin language change takes effect:

Information Investigation

This function allows customers to enter the information you want them to leave before chatting. Currently, it supports four fields: mobile phone number, email address, name, and company name.

This function is applicable to scenarios where you can obtain customer information to facilitate information verification or subsequent return visits.

Advanced Settings

You can set the website to automatically expand the chat window when you enter the website (currently only supports new visitors)

Plugin settings display page - This application scenario is suitable for displaying the chat plugin entrance only when customers visit a specific web page

Ingress Integration

This feature can enrich your chat portal, allowing visitors to choose their favorite social media channels to communicate with you, or you can guide visitors to your specific social media to facilitate information collection.

Specific operation steps: Click me to view the portal integration tutorial

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Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How Do I Set up Automatic Session Allocation?](https://help-en.salesmartly.com/docs/automatic-session-assignment)

How Do I Set up Automatic Session Allocation?

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQHow Do I Set up Automatic Session Allocation?

How Do I Set up Automatic Session Allocation?

1. Introduction

In order to arrange the reception capacity of team members more reasonably, you can use the automatic allocation function. After turning on automatic allocation, the unallocated sessions will be automatically and evenly distributed to team members who are online and have received more online sessions than the number of allocated sessions.

To do this, you need to set [Online Status] and [Daily Simultaneous Reception] before using the [Session Allocation Settings] in [Setup].

2. Setup steps

• Set online status

• Set up reception line

• Use session allocation

2.1. Set your online status

There are two ways to select the online status of team members:

Method 1: click [Avatar] in the bottom left corner and select Online Status

Method 2: Go to  [Team] (requires manager or team permission) to schedule availability. When enabled, accounts automatically switch to Online during set hours.

After setting the online/offline/busy status, you can view the online status of all team members in [Setup] - [Team].

Note: The online status the team member sets is only effective in the current project. If you need to set the online status of other projects, you need to switch projects and set it. When switching to other projects, the project where the online status has been set will not be affected.

2.2. Define reception limit

Set a reception limit to regulate session distribution. If a member's session capacity exceeds their assigned number, unallocated sessions will be assigned to them automatically.

You can navigate to [Setup] > [Team], add or edit members, and define reception limits. If automatic allocation isn’t needed, set the limit to 0.

Adjust daily reception limits for multiple members at once.

2.3. Enable automatic session allocation

In [Setup] - [Project Management] - [Chat Settings] - [Session Allocation Settings], turn on [Automatic Allocation]. For new and old visitors, you can set session allocation rules according to your needs.

(1) For new visitors, you can choose to allocate them by the number of reception sessions or by the order of customer service.

• Allocation of reception session numbers: The system prioritizes allocating sessions to the customer service staff with the least number of active sessions in the past half day. Customer service staff who are offline or have exceeded the reception limit will not be automatically allocated.

• Assign by customer service order: The system will assign customers in order of customer service. Customers who are offline or have exceeded the reception limit will not be automatically assigned.

• Allocation by member reception weight: The system will allocate weight according to the customer service’s reception limit. The higher the reception limit, the greater the allocated weight.

(2) For returning visitors, you can also set it to "Distribution by Number of Reception Sessions/Assign by Member Order/Assign to Original Member/Distribution by Member Reception Weight". Among them, "Distribution by Number of Reception Sessions/Assign by Member Order/Distribution by Member Reception Weight" is consistent with the allocation rules for new visitors. "Assign to Original Member" means that the system automatically allocates the old visitor's session to the customer service who has served the visitor (regardless of availability or session limits).

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How to Decorate Your Chat Widget

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Automation Getting Started Tutorial

Last modified: 2026-06-04Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

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Changelog-2026.1

Changelog-2025.11.30

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What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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Outline

### [Automation Getting Started Tutorial](https://help-en.salesmartly.com/docs/automation-tutorials)

Introduction

Automated process is a function that allows robots to automatically reply to visitor messages, solve visitor problems, guide visitors to place orders, etc., thereby improving customer consultation efficiency and reducing customer complaints. You can create and manage automated processes in [Robot-Automated Process]. When creating a process, you can select different triggers, conditions, and actions to implement different business scenarios. A trigger means that once triggered, the automated process will continue to execute the next action; a condition is used to determine whether a certain condition is met and then execute the corresponding action. You can select different triggers and conditions to configure the automated process according to specific needs.

1. Create An Automated Entry

Scenes (click to jump to different scenes)

a. Welcome

b. Designate and assign customer service

c. Automatically end the session

d. Quick entry

1.1. Welcome

If the other party only enters your webpage/clicks on the Facebook ad without actively sending content, the above trigger can be used to trigger it.

If you need the other party to actively send a message to trigger the welcome message/reply, you can select "Visitor sends message" through the trigger to set keywords or other conditions to trigger.

After setting the trigger, add "Send message" in the red box in Figure 1 above and connect the trigger and "Send message" through Figure 2. Set the content you want to send in the yellow box.

After adjusting the information, click "Create" in the upper right corner, fill in the name, turn on the activation status, set the associated social media account (set which social media account can trigger the automation created now) and finally click OK. You can test the automation through your channels.

1.2. Designate and assign customer service

The red box can be triggered by customer actions, such as clicking on a Facebook ad or a customer opening a chat window.

The yellow box is triggered by the customer actively sending a message, and the content sent is used as the trigger condition.

Add the "Assign Customer Service" process in the plus sign on the right. You can also filter the conditions for assigning customer service through the conditions in the yellow box above. If they are met, the assignment will be triggered.

The red box indicates a mandatory operation. You need to connect to trigger the assignment. You need to select the member to be assigned before the session can be assigned.

Yellow boxes are optional.

If you have enabled automatic allocation in "Applicable Sessions", you can open the allocated session in "Applicable Sessions" and reallocate the sessions that meet the automation requirements but are automatically allocated to other customer service representatives to the setting customer service representative.

When "Offline/Busy Reception" is turned on, the online status of the customer service will be ignored, that is, customers who meet the automated process will be assigned to customer service even when they are offline.

After adjusting the information, click "Save" in the upper right corner, fill in the name, turn on the activation status, set the associated social media account (set which social media account can trigger the automation created now) and finally click OK. You can test the automation through your channels.

1.3. Automatically end the session

The trigger usually selects "Customer Service Timeout without reply" as the trigger, usually "Visitor timed out without reply".

You can set the number of minutes to trigger, the session state to trigger, or the trigger limit for a single customer.

Click the plus sign on the right to add the "End Session" process. You can also set conditions in the yellow box, and the process will be triggered if the conditions are met.

The red box needs to be connected by yourself.

After adjusting the information, click "Save" in the upper right corner, fill in the name, turn on the activation status, set the associated social media account (set which social media account can trigger the automation created now) and finally click OK. You can test the automation through your channels.

1.4. Quick Entry

First, you can flexibly choose the appropriate trigger type according to your specific needs. We provide three main types of triggers, including triggers for different customer types, triggers based on customer behavior, and triggers for handling timeouts.

In [Add Condition/Action], select [Quick Reply].

Add button content that needs to jump quickly according to needs, support adding [Flow button] and [Link button].

Flow button: Click to jump to the next process. The process can customize conditions and actions according to needs.

Link button: Click to jump to the specified link, supporting internal links and external links of the website.

After the creation is complete, click "Save" in the upper right corner, fill in the name, turn on the activation status, set the associated social media account (set which social media account can trigger the automation created now. Check to trigger, uncheck not to trigger), and finally click OK. You can test the automation through your channels.

There are two different forms of adding buttons:

Add a button in sending a message: support adding a description copy.

Add a button in the add action: convenient for capturing keywords.

2. Advanced Use

2.1. Create an automated process

Trigger conditions: For example, a visitor sending a message, a visitor sending a specific keyword, visiting the website for the first time, receiving a customer message for the first time, submitting the customer's information, entering a certain page, a customer clicking on a Facebook ad, a public page messenger address, etc. can all be used as conditions to trigger the automation process.

Execute corresponding actions and conditions based on trigger conditions: for example, set filtering conditions based on visitor attributes, behaviors or message content, such as the region the visitor comes from, the visitor's language and device, automatically reply to preset messages, push relevant product information, guide to the purchase page, specify Facebook homepage posts, process comment messages on Facebook/Instagram posts, send Messenger private messages for Facebook post comments, send emails, add customer/session tags, assign to a certain customer service representative, and automatically end the session, etc.

Introduction to Automation Process Components

2.2. Design business scenarios

You can build different scenarios based on actual business needs, such as automatic reply of welcome message, answering frequently asked questions, guiding customers to place orders, processing post comments, automatically inviting comments, tagging, and ending conversations. When customers click different buttons, different messages will be sent to them, and different visitor tags will be automatically added to customers who click different buttons.

Simple example: Implement a welcome message through automation, automatically reply to customers’ inquiries about products, automatically tag customers with visitor tags, and implement group messaging business scenarios for different customers based on different visitor tags.

(Example of automatic reply to customer inquiry product)

2.3. Create and link social media channels

Which automated process do you need to associate with the social media account? Just check the corresponding channel account.

2.4. Testing and Optimization

After creating the automated process, multiple rounds of testing are required to ensure that it can run correctly in various scenarios, and the process is continuously adjusted and optimized based on actual results.

2.5. Monitoring and analysis

Use the background data monitoring function to view the execution status and effects of the automated process, including key indicators such as trigger details in the past 7 days and today, number of triggers, number of triggers, number of clicks, number of clicks, click percentage, etc., in order to further improve customer experience and sales efficiency.

Note: The specific operations may vary due to different platform function iterations and updates. Please refer to the latest page for details.

Frequently Asked Questions

Why is the automated process not triggered?

1. Check permissions

Check whether the corresponding channel is associated with the corresponding automation. The WhatsApp channel needs to be rechecked on the WhatsApp side. Whether to enable robot hosting (chat settings).

2. Check the trigger

Universal means that it can be triggered by all channels, chat plug-ins can only trigger self-built websites or independent websites, and Facebook can only be used for Messenger, click ads, and Messenger addresses.

3. Check process connections

Click Edit Automation and click this line to see the specific process flow.

(The newly modified automation requires the user to terminate the conversation in the online chat function within the system before it will be re-triggered).

There are multiple triggers that will be triggered at the same time. If troubleshooting fails, please contact the technical support staff.

If you turn off robot hosting, the automation will not be triggered except for the timeout of the visitor customer service. If you need to maintain the access session and also need robot hosting, please go to [Basic Settings] - [Project Management] - [Chat Settings] - [Robot Reception Settings] - Turn on [Keep Hosting].

Trigger priority:

If the automation priority is turned off, the trigger priority is AI Corpus>Automation Process>helplook>changpt>OpenAI Assistants>Coze>Button>DeepSeek

If the automation priority trigger is turned on, the trigger priority is automation process>AI corpus>helplook>changpt>OpenAI Assistants>Coze>button>DeepSeek

If you need to trigger automation first, you can go to AI Robot-Edit-Open Priority Trigger Automation.

AI robot has not been configured with the corresponding "robot".

AI robot status closed.

AI robot is not configured with social media channels.

### [Quickly Get Started with Translation](https://help-en.salesmartly.com/docs/introduction-of-translation-function)

Quickly Get Started with Translation-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

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Start for Free

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HomepageFAQQuickly Get Started with Translation

Quickly Get Started with Translation

Introduction

Our translation function has the feature of two-way translation. For example, English sent by customers can be translated into Chinese or other languages, and Chinese sent by you can be automatically converted into other languages, reducing the multilingual barriers caused by cross-border communication and reducing chat costs.

Free Translation

Client translation (this function is only available on PC, not on mobile)

1. Download the local client and use the local external network to request the translation server for free translation

Note: If the translation fails when there is an external network, it is recommended that you try to change your local external network IP or change the translation line and try the translation again, because the essence of the local translation function is to call your external network to request. If the request fails, the translation will fail.

Register DeePL API key (applicable to PC and mobile)

Note: To register this key, you need to have a visa and credit card information to apply. They have 500,000 free translation characters every month.

Paid translation (applicable to desktop and mobile)

If you cannot use the above free translation function, you can also choose to directly purchase our paid version. Currently, our translation charges are 5 US dollars for 100,000 characters.

Frequently Asked Questions

Desktop version - Local translation failed, please check if your network is abnormal or switch to another line

Reason: The local translation function essentially calls your computer's local external network to request the translation server. If the request fails, the translation will fail.

Solution:

1. Find the option to switch lines in the upper left corner of the client. You can try to switch lines. After switching lines, please log in to the client again. After logging in, the new line settings will take effect.

2. Confirm whether to enable scientific Internet access or proxy

Check whether the proxy software is turned on on the computer.

If the proxy software is already enabled, try switching to the proxy global mode or switching to another proxy software node.

If the proxy software is not turned on, try turning it on and connecting.

After adjusting the settings, restart the client for the changes to take effect.

3. If the above method still does not work, it means that your local network cannot request the translation server.

It is recommended to use the platform online translation or third-party translation:
Online Paid Translation: Quick Start Translation Function - SaleSmartly - Help Center - SaleSmartly User Guide

Get third-party translations: How to get the Baidu Translate API key?

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Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Why Can't I Select Configuration in Customer Service? Common Fixes](https://help-en.salesmartly.com/docs/unsuccessful-to-configure-customer-service)

Why Can't I Select Configuration in Customer Service? Common Fixes-SaleSmartly-Help Center-SaleSmartly User Guide

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HomepageFAQWhy Can't I Select Configuration in Customer Service? Common Fixes

Why Can't I Select Configuration in Customer Service? Common Fixes

The Effect Is as Shown in the Figure

Reasons for Not Being Able to Select

The super administrator or this member is assigned social media account rights [limited to all social media account rights], so this option cannot be checked.

Unable to Select Solution

1. Go to [Basic Settings] - [Team] - [People Management] - find the person you need to edit and click [Edit], change [Assign social media account permissions] to [Customize social media account permissions], and finally click Save.

2. Finally, return to the integrated configuration customer service, and uncheck the optional status.

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Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Does SaleSmartly Support Refunds for Wallet Balances?](https://help-en.salesmartly.com/docs/salesmartly-wallet-balance-refund)

Does SaleSmartly Support Refunds for Wallet Balances?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

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HomepageFAQDoes SaleSmartly Support Refunds for Wallet Balances?

Does SaleSmartly Support Refunds for Wallet Balances?

Unfortunately, wallet balances aren’t eligible for refunds. However, your funds will never expire or be removed, so you can safely keep them in your account for future purchases or transactions.

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Why Can't I Select Configuration in Customer Service? Common Fixes

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Reasons and Solutions for Outlook Mailbox Integration Failure

Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Reasons and Solutions for Outlook Mailbox Integration Failure](https://help-en.salesmartly.com/docs/outlook-mailbox-integration-failed)

If you encounter the following problems when integrating with Outlook, you can click these hyperlinks to view solutions:

a. It shows "The authorized email address and the integrated email address are inconsistent, please modify and try again" (link after publishing)

b. No response after filling in the information and clicking "Next"

c. Display "Mailbox authorization failed, please reauthorize"

1. It shows "The authorized mailbox is inconsistent with the integrated mailbox, please modify and try again"

Reasons for integration failure

SaleSmartly obtains the current browser email account (right), not the browser login account (left).

Solution

1. Log in to the official Outlook website or Microsoft website and switch back to the same account as the one you want to integrate into SaleSmartly.

2. Return to the SaleSmartly system, click the "Authorize" button, enter your email account again on the pop-up page, and then click "Next" to successfully authorize.

3. After it displays "Authorization Successfully", click "Next". For the remaining steps, please refer to: Outlook Integration Tutorial

2. No response after filling in the information and clicking "Next"

Reasons for integration failure

If the Outlook account is newly registered or has not sent or received any emails, there may be no response when clicking 'Next' when integrating the mailbox.

Solution

(1) Send and receive several emails in this mailbox.

(2) Wait a few days after registration before integration.

3. Display "Email connection failed, please check if the information is correct"

Reasons for integration failure

You can check whether the account you authorized is a Microsoft sub-account. Outlook currently does not support mailbox sub-account authorization.

Solution

Since Microsoft does not support it, SaleSmartly cannot obtain Microsoft's sub-account, and this problem cannot be solved for the time being.

### [Add a CTA Button to Your Facebook Page](https://help-en.salesmartly.com/docs/add-whatsapp-button-to-facebook)

Add a CTA Button to Your Facebook Page-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQAdd a CTA Button to Your Facebook Page

Add a CTA Button to Your Facebook Page

The following example uses the WhatsApp button to illustrate this.

1. Go to the Public Page

2. Add Button

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Reasons and Solutions for Outlook Mailbox Integration Failure

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Meta Ads Conversion Guide

Last modified: 2025-11-12Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Meta Ads Conversion Guide](https://help-en.salesmartly.com/docs/meta-ad-conversions)

Meta Ads Conversion Guide-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

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Referral Program

Start for Free

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HomepageFAQMeta Ads Conversion Guide

Meta Ads Conversion Guide

The Conversion API is a Meta business tool that allows partners to upload customer data to Meta on their servers. Partners can then better track and improve customer ad interactions in Messenger, thereby improving efficiency and business growth.

For details, please refer to Meta's official documentation: Business Message Conversion API

Note: This feature is only available to customers who came to the conversation from Messenger ads.

1. Specific Operations

1.1 Create new order information (user operation required)

Find Order Management in the icon bar on the right side of [Live Chat], click New Order in Order Management > Fill in the number, name, status, platform, remarks, amount > click Submit to successfully create the new order.

Note: Customers who come to the conversation through Messenger ads will see the red box when creating a new order. Customers who come through other channels will not see the red box when creating a new order.

1.2 Upload order data to Facebook (automatic operation by the system, no manual operation required)

After the user submits the order data, SaleSmartly will automatically upload the order data to the Meta data source.

The Meta platform will then capture and store this key data and use this information to enrich its target audience database. When you create new shopping cart ads in the future, the Meta system will use this data to target more potential customers with similar characteristics and behavior patterns as your existing paying customers. In this way, Meta will help you accurately deliver advertising content to those who are most likely to be interested in your products or services, thereby improving the accuracy and effectiveness of advertising and increasing your return on investment.

Frequently Asked Questions

1. Facebook account association is invalid

Below the order management, it will display “After re-integrating the airport’s Facebook homepage or account, the order purchase event will be automatically reported to the Meta advertising platform. Click Reintegrate.”

According to the instructions, click the [Reintegrate] button, the system will jump to the official Facebook homepage and you can re-link the account according to the video.

Facebook integration tutorial: click to jump

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Add a CTA Button to Your Facebook Page

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SaleSmartly FB Authorization Automation Steps Guide

Last modified: 2025-05-20Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [SaleSmartly FB Authorization Automation Steps Guide](https://help-en.salesmartly.com/docs/automation-of-facebook)

SaleSmartly FB Authorization Automation Steps Guide-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQSaleSmartly FB Authorization Automation Steps Guide

SaleSmartly FB Authorization Automation Steps Guide

1. Access the authorization link

a. SaleSmartly will provide a location in the system for users to obtain the authorization link for this SS project level

b. Development and testing dedicated link: Log in to Facebook | Facebook

2. Jump to FB authorization

2.1. Select the current account identity.

2. Select the public homepage and click Continue.

3. Grant permission and click "Save" to successfully bind.

Share this Article

Previous

Meta Ads Conversion Guide

Next

How to Change My Account Password?

Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Change My Account Password?](https://help-en.salesmartly.com/docs/change-account-password)

How to Change My Account Password?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQHow to Change My Account Password?

How to Change My Account Password?

If you want to change your account password, SaleSmartly provides you with two ways:

1. Forgot your password

If you forget your password when logging in, you can click "Forget Password" on the login page and fill in your email address, verification code and password according to the prompts.

2. Account Information Modification

You can also click [Personal Avatar] - [Account Information] in the upper right corner of the background to enter the account information editing page and modify your email address, password and other information.

Share this Article

Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Register and Log In?](https://help-en.salesmartly.com/docs/register-and-login)

How to Register and Log In?-SaleSmartly-Help Center-SaleSmartly User Guide

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQHow to Register and Log In?

How to Register and Log In?

1. Introduction

This chapter mainly introduces the registration and login tutorial of Salesmartly to help you log in to the system successfully.

2. Description

2.1. Register

When you use the SaleSmartly system for the first time, you need to register an account first.

(1) Click the following link to enter the SaleSmartly official website: https://www.salesmartly.com/en

(2) Click " Start for Free " to enter the registration page

(3) Select the registration method

Currently supports registration by mobile phone number/account name/email/Google account, WeChat QR code scanning quick registration, Telegram, and Facebook registration methods.

(4) Complete the information, fill in the project name and invitation code (optional)

(5) After successful registration, you can select a channel to access the experience immediately.

(6) You can also click [Avatar] - [Account Information] to enter the account information editing page, set the account name, bind email, and bind WeChat. (That is, if you register using an account, you can bind email and WeChat, and you can also use email/WeChat to log in to SaleSmartly later)

In addition, you can also find SaleSmartly through the independent site's application market, authorize the installation and use, or register a SaleSmartly account.

Note: Currently, SaleSmartly can be installed in Shopify, Shoplazza, Shopyy, Shopline, MeShop, WordPress, OpenCart, Shoptop, OEMSAAS, BigCommerce, ZenCart, LeadongShop, FunPinPin, XShoppy, Google Tag Manager, Squarespace, and BelikeShop independent station app stores. You can click to view the relevant documents: Independent station integration Salesmartly plugin

2. Log in

(1) Once registration is complete, the next time you use the SaleSmartly system, you can click Log in Now.

(2) If you already have an account, you can log in using your phone number/account name/email address/Google account, WeChat QR code scan, Telegram, or Facebook according to your registration method.

(3) After successfully logging in, enter the backend and start using the SaleSmartly system to reply to customer messages, manage your customers, and help you increase sales!

Share this Article

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How to Change My Account Password?

Next

How to Enable Dark Mode

Last modified: 2025-05-19Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [How to Enable Dark Mode](https://help-en.salesmartly.com/docs/dark-mode-only)

How to Enable Dark Mode

Search...

Home

Pricing

Blog

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Start for Free

Menu

HomepageFAQHow to Enable Dark Mode

How to Enable Dark Mode

1. Web - Google Chrome

1.1 Install the Dark Reader Extension

Open Google Chrome → Visit the Chrome App Store → Search for "Dark Reader."

Click [Add to Chrome].

Confirm by clicking [Add Extension] to complete installation.

1.2 Apply Dark Mode to SaleSmartly

Open the SaleSmartly dashboard → Click the Dark Reader in the browser toolbar.

Select Dark Reader → Toggle the switch to On → Navigate to the [Site List] tab → Select "Invert listed only" mode → Enter the URL https://app.salesmartly.com/home → Press Enter to confirm.

✨ SaleSmartly will display in dark mode, while all other websites retain their default theme. Toggle Dark Reader globally anytime via the extension icon.

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Notice on Migration from AI Corpus to AI Knowledge Base

Last modified: 2025-05-27Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

Instagram

How to Integrate Instagram?

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer Service?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Facebook

Access Guide

How to Integrate Facebook?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

Access Guide

How to Integrate Telegram Bot?

Practical Guide

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

QQ Mail

Sina Mail

Gmail

Outlook/Hotmail mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Alibaba Enterprise Mailbox

ZOHO Mailbox

Feishu Enterprise Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

Access Guide

How to Connect Your YouTube Account?

Instagram

Access Guide

How to Integrate Instagram?

Practical Guide

Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

WhatsApp App Device (Protocol Number)

Access Tutorial

How to Integrate a WhatsApp App Device (Protocol Number)

Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

LINE App Devices (Personal)

How to Integrate Line App (Personal Account)

Zalo App  (Personal)

How to Integrate Zalo

WeCom

How to Integrate WeCom

Development Docking

How to Set up SaleSmartly for Google Analytics Tracking

SaleSmartly Chat Plugin JSSDK Developer Documentation

SaleSmartly Android SDK Developer Documentation

SaleSmartly iOS Developer Documentation

SaleSmartly Android webview对接

A Complete Guide to Master Webhooks

How to Use the API

API Interface Header Parameter Acquisition Instructions

Cooperative Promotion

Partner Program – New User Registration Guide

Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

Partner Program -Backend Operation Guide (Affiliate Exclusive)

Affiliate Dashboard – Step-by-Step Guide

Video Tutorial

SaleSmartly Introduction

Quick Star-chat

Quickstar-Integrated

Changelog

Changelog-2026.3

Changelog-2026.2

Changelog-2026.1

Changelog-2025.11.30

Changelog-2025.10.31

Changelog-2025.09.30

Changelog-2025.08.31

Changelog-2025.07.31

Changelog-2025.06.30

Changelog-2025.05.31

Changelog-2025.04.30

Changelog-2025.03.31

Changelog-2025.02.28

Changelog-2025.01.31

Changelog-2024.12.31

Changelog-2024.11.30

What is SaleSmartly?

What is SaleSmartly?

How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

Powered by

Outline

### [Notice on Migration from AI Corpus to AI Knowledge Base](https://help-en.salesmartly.com/docs/new-ai-knowledge-base)

Overview

To enhance system performance and improve knowledge management, the [AI Corpus] will be officially shut down on August 27, 2025. After this date, it will no longer be maintained. All content and management features will be moved to the new AI Knowledge Base. Please review your settings and prepare for the migration in advance.

Migration Plan

1. Timeline

All AI Corpus content will be transferred to the [AI Knowledge Base] within 3 hours after the feature goes live.

Your existing Q&A entries, categories, and configurations will be fully retained in the [AI Knowledge Base].

2. Data Security

Migration is fully automated, no action is required on your side.

If you notice any issues, please contact our support team.

What Will Change

1. AI Bot Configuration

No changes to existing setups: If your AI bot is already connected to the [AI Corpus], its triggers and replies will continue to work as before.

For new or updated projects:

The [AI Corpus] will no longer be available as an option.

If you remove [AI Corpus] from an existing setup, you won’t be able to add it back.

2. Quick Replies in Live Chat

The [Quick Reply] – [Corpus] feature will be retired on August 27, 2025. AI Corpus content will no longer be accessible directly.

Once the [AI Corpus]  is disabled, the smart FAQ suggestions in the online chat will also be turned off.

Replacement option:

a. Export the needed knowledge documents from the [AI Knowledge Base].

b. Import them into the [Word Library] to manage quick replies.

How to Use the AI Knowledge Base

1. Access

After logging in, select [AI Knowledge Base] from the left-hand menu.

2. Creating and Managing Content

Step-by-Step guide

2.2.1 Create a Knowledge Base

Go to the AI Knowledge Base homepage. Click [Knowledge Base] → [Create a Knowledge Base] → [Q&A Document]. Then, enter a name and description.

2.2.2 Add Q&A Documents

Choose a knowledge base under Knowledge Base Type. Create a [Q&A Document], then either:

Add categories and Q&As manually

Or, bulk import using a template

2.2.3 Create an Agent

Open the [Agent] page and click [Create an Agent]. Link one or more existing Q&A documents (multiple selection allowed).

2.2.4 Set Up an AI Bot

From the left-hand menu, select [AI Robot]:

Under [Select AI Agent], choose [Helpknow.ai].

Select your created agent from the dropdown (e.g., Customer Service Agent_v1).

Frequently asked questions

1. Will my existing corpus data be safe after migration?

Yes. All data will be migrated automatically. You can check the [AI Knowledge Base] to confirm everything is intact.

2. Do I need to manually transfer my corpus content?

No. Migration is automatic. Once complete, all content will be available in the [AI Knowledge Base].

3. What if I can’t use corpus content in live chat anymore?

You can export Q&A documents from the [AI Knowledge Base] and import them into the Script Library for quick replies

4. Will my AI bots keep working during migration?

Yes. Bot triggers will continue to function normally throughout the migration process.

### [Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications](https://help-en.salesmartly.com/docs/salesmartly-sound-and-popup-notification)

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Search...

Home

Pricing

Blog

Referral Program

Start for Free

Menu

HomepageFAQTroubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Not getting any notifications or sounds on the web or in the desktop?

If you are not receiving notifications or sounds, please follow these steps.

1. Browser Notification Permissions

Ensure the webpage has permission to show notifications. If you are using Google Chrome (which sometimes has compatibility issues), try switching to a different browser.

2. System and Application Volume

Check that your computer's main volume is turned up and not muted. Also, verify the volume settings for the specific application/browser you are using.

3. System Notification Permissions

Check your computer's operating system settings to ensure notifications are allowed globally.

4. App-Specific Notification Settings

On Windows 10, notification settings are managed per application. Look for the browser or app name (e.g., Chrome, Firefox) in the system notification settings.

On Windows 11, these settings are often grouped under a category like "System." Find and check the settings for your relevant browser/app there.

Win 11

Win 11

5.Focus/Do Not Disturb Modes

Ensure that system-wide "Focus" features (like Windows Focus Assist) or "Do Not Disturb" modes are turned off, as they can silence all notifications.

Share this Article

Last modified: 2025-12-25Powered by

Product Introduction

Chat

Quick Start [Chat]

Quick Start [New Online Chat]

Quickly Retrieve Session and Customer Information

Translate Customer Language

Multi-function Chat Window

Use Common Phrases

Improve Customer Profile

Add Order Information

Using AI to Make Chatting More Convenient

Client

Quick Start: Customer Management

Customer List

Session Management

Form Management

Tag Management

Word Library

Marketing

Quick Start [Marketing]

Mass Messaging

Third-party (EDM) Distribution

How to Set Up a Custom Domain for Email Marketing (EDM) Campaigns

Group Messaging Template (WhatsApp API and Email)

Diversion Link

Messenger Marketing Messages Guide

Messenger Utility Messages Guide

Robot

Quick Start【Robot】

AI Robots

Automated Processes

Configuring and Using External Request Actions

How to Get Messenger Link

AI Knowledge Management

Report

Quick Start [Report]

Channel Analysis

Service Overview

Performance Report

Subscription

Subscription

Team

Customer Privacy Encryption Display Introduction

Add AI members to team management

How to connect existing AI members

Setup

Quick Start [Setup]

App Store

Quick Start [App Store]

Translation Tools

Differences between translation tools

How to Configure Google Translate API Key?

How to Obtain DeepL API Key?

How to Obtain the AccessKey ID and AccessKey Secret of Alibaba Translate?

How to Obtain Tencent Translator Secret ID and Secret Key?

How to Obtain the Youdao Translation Application ID and Application Key

How to Obtain the AccessKey ID and AccessKey Secret of Volcano Translation?

How to Get AWS Amazon Translation AccessKey ID and AccessKey Secret?

Third Party Service

How to Retrieve SendCloud API Parameters for Integration

How to Set Up DuoPlus Cloud Phone for Multi-Account Verification

How to Set Up a ChatGPT API Key for SaleSmartly Integration

How to Send Emails for Free?

How to integrate TikTok ad traffic identifiers?

Project Management

Chat Settings

How to Get Free Translation?

Monitoring Logs

Custom Field Usage Guide

Mobile

Using SaleSmartly WeChat Mini Program to log in

SaleSmartly Mobile APP Download Guide for Android & iOS

Channel Integration

How to Access Social Media Chat Channels?

NChannel Integration

How to Access Social Media Chat Channels?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

Exclusive Link Domain Name Resolution Process

Exclusive Link Custom Domain Name Configuration

Independent Website

Shoplazza

ShopLine

WordPress

Shopify

BigCommerce

OpenCart

How to Install SaleSmartly on UEESHOP via JavaScript Code

OEMSAAS

MeShop

Shoptop

ZenCart

Shopyy

LeadongShop

FunPinPin

XShoppy

Google Tag Manager Integrates SaleSmartly URL Plugin

Squarespace

BeikeShop

How to Connect SaleSmartly to UEESHOP

Messenger (Facebook)

Access Guide

How to Integrate Messenger?

Practical Guide

A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

Telegram Bot

How to Integrate Telegram Bot?

Introduction to Telegram Bot Channel Integration

Email

Access Guide

How to Integrate Email?

Alibaba Enterprise Mailbox

Tencent Enterprise Mailbox

NetEase Enterprise Mailbox

Gmail

Outlook/Hotmail mailbox

QQ Mail

Sina Mail

Hotmail

ZOHO Mailbox

GoDaddy Business Email

Amazon Mail (WorkMail)

NetEase Mailbox

Practical Guide

Introduction to Email Channel Integration

YouTube

How to Connect Your YouTube Account?

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How to Integrate Instagram?

Introduction to Instagram Channel Integration

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Access Guide

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How to Integrate LINE into the Chat Plugin?

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Introduction to LINE Channel Integration

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Access Guide

WhatsApp API Registration and Access Guide

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How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

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WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

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WhatsApp Marketing Message Lite (MM Lite API)

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Slack

How to Integrate Slack?

Slack Integration: Core Features & Automation Setup

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How to Integrate VKontakte (VK) Community

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How to integrate TikTok business account?

Personal WeChat / Corporate WeChat

How to integrate personal WeChat/Enterprise WeChat?

WhatsApp App Cloud Hosting

Access Tutorial

How to integrate to personal cloud hosting?

How to Integrate to protocol number?

Practical Tutorials

WhatsApp Integration Guide for Beginners

WhatsApp App Device Integration: Features & Automation Setup

Telegram APP Cloud Hosting  (Personal)

How to Integrate Telegram App Devices?

TikTok App Cloud Hosting

How to Integrate TikTok App

Zalo App Cloud Hosting (Personal)

How to Integrate Zalo

LINE App Cloud Hosting

How to integrate LINE App Cloud Hosting for personal accounts?

Chat Plugin Integration

How to Edit and Add Chat Plugin?

How to Add Chat Plugin to Your Website?

How to Add a Traffic Widget to the Chat Plugin?

How to Add a Chat Plugin to an Independent Website?

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Access Guide

How to Integrate Facebook?

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A Beginner's Guide to Facebook Channels (Summary)

Introduction to Facebook (Messenger) Channel Integration

Scene Tutorial

How to Receive Permissions and Invite Other Administrators in Facebook BM

Facebook Group Messaging & Recall Tutorial

Tutorial on Automated Comment Control for Facebook Posts

Facebook Messenger Sales Chat Tutorial

Tutorial on How to Attract Visitors and Traffic with Facebook Ads

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Access Guide

How to Integrate Telegram Bot?

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Introduction to Telegram Bot Channel Integration

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Access Guide

How to Integrate Email?

QQ Mail

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Outlook/Hotmail mailbox

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How to Connect Your YouTube Account?

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How to Integrate Instagram?

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Introduction to Instagram Channel Integration

LINE

Access Guide

How to Integrate LINE Official Account?

How to Integrate LINE into the Chat Plugin?

Practical Guide

Introduction to LINE Channel Integration

WhatsApp API

Access Guide

WhatsApp API Registration and Access Guide

Third-Party Registration of WhatsApp Business API Number

How to Integrate WhatsApp Business API with Third-Party Platforms

Cloud API Number Access Tutorial

Practical Guide

WhatsApp Tutorial for Beginners

Self-Service Registration of WhatsApp API Number

Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

How to Link Credit Cards to WhatsApp Business Accounts via Meta

How to Manage WhatsApp Message Templates

How to Send Bulk WhatsApp Messages

WhatsApp API Costs: Pricing Structure & Fees

WhatsApp Marketing Message Lite (MM Lite API)

WeChat Customer Service

Access Tutorial

How to Integrate WeChat Customer?

Practical Tutorials

WeChat Customer Service Integration: Features & Workflow Meta Description

Common Reasons for WeChat Customer Service Channel Integration Failure

Slack

Access Tutorial

How to Integrate Slack?

Practical Tutorials

Slack Integration: Core Features & Automation Setup

VKontakte

How to Integrate VKontakte (VK) Community

TikTok Business Account

How to integrate TikTok business account?

WhatsApp App Devices (Personal)

Access Tutorial

How to Integrate WhatsApp App Devices

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WhatsApp Integration Guide for Beginners

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WhatsApp App Device (Protocol Number)

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Telegram APP Devices  (Personal)

How to Integrate Telegram App Devices?

TikTok App Devices

Get TKAPP Session file

How to Integrate TikTok App

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How to Integrate Line App (Personal Account)

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WeCom

How to Integrate WeCom

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How to Use the API

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Get Started Quickly!

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FAQ

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WhatsApp API

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Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

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How to Enable Dark Mode

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Tutorial for Customer Information Import and Export

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### [Tutorial for Customer Information Import and Export](https://help-en.salesmartly.com/docs/Customer-Information)

Tutorial for Customer Information Import and Export

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Tutorial for Customer Information Import and Export

1. Module Introduction

With the customer addition function, you can one-click migrate customer information from existing channels such as WhatsApp API, Email and Telegram to the SaleSmartly system. This not only helps you centrally manage multi-channel contacts, but also lays a foundation for subsequent automated marketing and mass messaging tasks.

2.Operation Process

2.1 Preparations

When importing customers, you must first bind an associated account that has been connected to the system in the [Integration] section.

If you have not integrated any social media accounts yet, please go to the How to Access Social Media Chat Channels? module to complete authorization and access first.Only accounts in the "Connected" status can be successfully associated in the import template.

2.2 Add a Single Customer

Go to [Client] > [Customer List] > [Add Customer] > [Add a Single Customer], fill in the customer information according to the system fields and save it.

2.3 Batch Import Customers

Step 1: Go to [Client] > [Customer List] > [Add Customer] > [Batch Import/update]

Step 2: In the pop-up "Batch Import" window, select the corresponding import type according to your business needs (e.g., WhatsApp API, Email, WhatsApp App, etc.). After selecting the type, click [Download Template] in the window.

To ensure the accuracy of system recognition, please be sure to use the official system Excel template.

Step 3: Enter and organize customer data, open the downloaded Excel template, and fill in the information according to the column header instructions.

Kindly Note: "Required" only applies to the corresponding channel; please fill in as needed.

If you are importing WhatsApp data, only the WhatsApp-related fields need to be completed, and the TG fields can be left blank.

Field Name
Required
Rules & Description
Example

name
Optional
Max 100 characters
Global Trading Co., Ltd. - Manager Chen

remark_name
Optional
Max 50 characters
First visit at 2026 Spring Exhibition

phone
Required
Must include country code
+1 150xxxxx

telegram_username
Required for TG Import
Telegram username
@xxxx

whatsapp_account
Required for WS Import
Enter the WhatsApp API account authorized in SaleSmartly. The system will automatically bind the customer to this account for private chat or bulk messaging. Each customer can only be bound to one account.
+150xxxxx

telegram_account
Required for TG Import
Enter the Telegram account authorized in SaleSmartly. The system will automatically bind the customer to this account for private chat or bulk messaging. Each customer can only be bound to one account.
+150xxxx

email_account
Optional
If filled, you can select this email for bulk sending; if not, only system sender is available.
xxxxx@xx.com

email
Optional
Customer email
xxxx@xxx.com

labels
Optional
Multiple labels allowed, no spaces between labels
{{xx}}{{xx}}

remark
Optional
Customer notes
High-intent exhibition customer

Customer_service_officer
Optional
Enter the agent ID (viewable in Basic Settings → Team Management)
123xxx

WhatsApp Template Example

How to Obtain whatsapp_account (Select the Corresponding Account for the Relevant Channel):

WhatsApp-API Channel: Click [Integration] > [WhatsApp API]

WhatsApp-App Channel: Click [Integration] > [Cloud Devices] > [WhatsApp App]

How to obtain telegram_account: Click [Integration] > [Cloud Devices] > [Telegram App]

How to obtain email_account: Click [Integration] > [Email]

Example Deletion: Before entering real data, please be sure to delete the sample data in the second row (red text) that comes with the template.

Tags: You must first create corresponding tags in [Clients] > [Tag Management] for the system to recognize them. Separate multiple tags with double curly braces (no spaces required), e.g., {{IntendedCustomer}}{{EuropeAmericaRegion}}
Phone Number: Must include the country code, e.g., +1 1xxxxxxxx (Note: Country code + space + number. Chinese region numbers starting with +86 cannot be imported and will be automatically blocked).

Import Limit: SaleSmartly currently supports a maximum of 15,000 rows per import. Split the file if the data volume is large.

Step 4: Return to the SaleSmartly import interface, drag and drop the edited Excel file or click to upload it. The system will display the number of successful and failed entries in real time. Click [Create Task] and the system will prompt that the import is successful.

If the system prompts a failure after import, modify the file according to the prompt message or click [Customer List] > [FAQs] to import again.

2.4 Export Customers

With the export function, you can download customer data from the SaleSmartly system to your local device in Excel format. This function supports "filtered export on demand" or "batch export of the latest 10,000 entries"

Go to [Customer List] > [Customers], check the customers on the left, then click [Export]. You can choose to export the latest 10,000 customers or the selected customers.

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Last modified: 2026-03-28Powered by

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How to Create & Optimize WhatsApp API Message Templates for Broadcast

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Introduction to Facebook (Messenger) Channel Integration

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WhatsApp Tutorial for Beginners

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Tutorial on How to Set Up a WhatsApp Cloud API Number via Facebook

Scene Tutorial

Why WhatsApp API Accounts Get Banned: Key Reasons & How to Avoid Them

How to Create & Optimize WhatsApp API Message Templates for Broadcast

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Partner Program-Backend Operation Guide（SaleSmartly Users Exclusive）

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Affiliate Dashboard – Step-by-Step Guide

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How to Choose the Right SaleSmartly Plan for Your Business

How to Contact Us

Get Started Quickly!

Video Tutorial: Get Started Quickly in 5 Steps

Step 1: Create a SaleSmartly Account

Step 2: Integrate Your Social Media Channels

Step 3: Start a Conversation

Step 4: Optimize Chat Efficiency with Automation & AI

Step 5: Manage Your Team Effortlessly

FAQ

Tutorials on Sending Mass Messages

WhatsApp API

WhatsApp APP

Facebook Messenger

Telegram Bot

Email

Instagram

LINE

Telegram App

TikTok App

Chat Plugin

VKontakte

WhatsApp API Number Pricing

How to Register a WhatsApp API Number in Simple Steps

How to Customize Chat Widget Main Title & Subtitle in 3 Steps

How to Set up Mobile Public Account Message Reminders

How to Set Member Permissions

How to Change Your Profile Avatar

How to Decorate Your Chat Widget

How Do I Set up Automatic Session Allocation?

Automation Getting Started Tutorial

Quickly Get Started with Translation

Why Can't I Select Configuration in Customer Service? Common Fixes

Does SaleSmartly Support Refunds for Wallet Balances?

Reasons and Solutions for Outlook Mailbox Integration Failure

Add a CTA Button to Your Facebook Page

Meta Ads Conversion Guide

SaleSmartly FB Authorization Automation Steps Guide

How to Change My Account Password?

How to Register and Log In?

How to Enable Dark Mode

Notice on Migration from AI Corpus to AI Knowledge Base

Troubleshooting: Adding SaleSmartly Sound and Pop-up Notifications

Tutorial for Customer Information Import and Export

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## Blog

### [WhatsApp Blast Guide: Send Bulk Messages Safely and Effectively](https://www.salesmartly.com/en/blog/docs/whatsapp-blast-guide)

WhatsApp blast has become a practical way for businesses to reach many customers at once while still keeping the conversation personal. With one message, you can send promotions, product updates, reminders, or important notices directly into individual WhatsApp chats.

But sending at scale is only half the job.

The real challenge is making every message feel relevant, useful, and worth replying to — not like spam. That’s where audience segmentation, clear messaging, proper consent, and timely follow-ups matter.

What is WhatsApp Blast?

WhatsApp blast or WA blast is the practice of sending one message to multiple WhatsApp contacts at the same time. In simple terms, it helps businesses reach many people at once instead of typing and sending the same message one by one.

A WhatsApp blast is not always the same as a group chat or a basic broadcast list. The idea is broader. So, why do businesses choose WhatsApp for bulk messaging instead of email, SMS, or other customer communication channels?

WhatsApp Blast vs WhatsApp Broadcast vs WhatsApp Group

Many people mix up WhatsApp blast, WhatsApp broadcast, and WhatsApp group because they all involve sending messages to multiple people. But they are not the same, and choosing the wrong one can affect privacy, scale, and customer experience.

Type

Best For

How Customers Receive It

Main Limit

WhatsApp Group

Community discussions, internal teams, member groups

Everyone joins the same shared chat and can see other members

Not private, so it is usually not ideal for customer marketing

WhatsApp Broadcast

Small updates, simple announcements, customer reminders

Each contact receives the message in an individual chat

Limited scale; WhatsApp broadcast lists can include up to 256 contacts

WhatsApp Blast

Bulk marketing messages, product updates, campaign announcements

Customers receive the message in their own chat, not in a public group

Needs proper audience targeting, consent, and message planning

Benefits of WhatsApp Blast Messages

1.Faster Information Delivery

WhatsApp blast delivers messages directly to customers’ chat inboxes, where they are often easier to notice than emails buried in crowded inboxes or social posts mixed into busy feeds. This makes it useful for time-sensitive updates, such as flash sales, delivery notices, event reminders, and sales follow-ups.

2.High Open and Engagement Potential

WhatsApp messages are widely cited as having open rates as high as 98%, which is much higher than typical email performance. More importantly, customers can click, reply, or ask questions in the same chat, making a WhatsApp blast more likely to turn into a real conversation.

3.Cost-effective

WhatsApp blast can be cheaper to scale than SMS, especially for international customers. It also saves manual work by letting your team send one update to many people at once. For warm audiences like past buyers, leads, or abandoned cart users, it can be a more efficient way to re-engage customers than paying again for ads.

2 Ways to Send WhatsApp Blast Messages

Sending a "blast" or "bulk message" on WhatsApp is a powerful way to reach a wide audience, but it needs a careful approach. Doing it through unofficial methods is a major risk and can get your account banned.

The right method for you depends mostly on the size of your business and your messaging volume.

Feature

WhatsApp Business App

WhatsApp Business API

Best for

Small businesses, solopreneurs

Medium to large businesses, teams

Contact Limit per Broadcast

256 contacts per list

No limit, can scale to thousands

Requirement for Delivery

Recipient must have your number saved

Requires recipient's opt-in consent

Templates

No, free-form messaging

Yes, requires pre-approved templates for business-initiated messages

Automation & Tools

Basic (labels, away messages)

Full (CRM integration, scheduling, analytics)

Pricing

Free

Message-based pricing may apply depending on message type, country, and provider.

Method 1: Using the WhatsApp Business App (For Very Small Lists)

The built-in Broadcast feature in the app is the simplest way to send a message to multiple contacts. However, it has significant limitations that make it unsuitable for serious business communication.

How to do it:

Open your WhatsApp Business app.

On Android, tap the three dots in the top-right corner; on iOS, tap the "+" icon.

Select "New broadcast" from the menu.

Choose the recipients from your contact list (up to 256) and create the list.

Write your message and hit send. You can also include images, videos, or action buttons.

Limitations (Important)

The WhatsApp Business App is better suited for small-scale messaging.

It has two main limitations:

Each broadcast list is limited to 256 contacts

Recipients must save your number first to receive your messages

In addition, sending bulk messages too frequently through the App version may increase the risk of your account being restricted or banned, especially if users report or block your messages.

For long-term or large-scale WhatsApp marketing, the WhatsApp Business API is usually the safer and more scalable option.

Method 2: Using the WhatsApp Business API (The Scalable Solution)

If you want to go beyond the 256-contact broadcast limit on WhatsApp Business App or manage customer communication more efficiently, the WhatsApp Business API is a better solution.

However, the WhatsApp API itself is only an interface and does not provide a built-in dashboard for broadcasting or customer management. That’s why most businesses use platforms like SaleSmartly to manage WhatsApp API messaging more easily.

With SaleSmartly, businesses can:

Send WhatsApp broadcasts at scale, Manage customer tags and segments, Automate marketing workflows,Track message performance and campaign results.

Compared with building your own API system, SaleSmartly is much easier to use and more suitable for daily operations teams.

Important Tip

New WhatsApp API accounts also have messaging limits at the beginning. However, as your account quality improves, WhatsApp gradually increases your sending capacity over time.

Compared with the App version, the API is more stable, scalable, and safer for bulk messaging.

How to Send a WhatsApp Blast with SaleSmartly

1. Connect Your WhatsApp Account

Log in to SaleSmartly and go to 【Integration】. Select 【WhatsApp App】 or【 WhatsApp API】, then click【 Add Device】 to connect your WhatsApp API number.Just follow the instructions to complete the setup.

2. Create a Broadcast Campaign

Go to 【Marketing > Broadcast】 in the left sidebar and click 【Create Plan】. In the pop-up window, select 【WhatsApp API】 as the messaging channel, then click 【OK】 to proceed to the broadcast campaign setup page.

3.Configure Your Broadcast Message

On the broadcast setup page, enter the 【Plan Name】 and confirm 【WhatsApp API】 as the sending channel.

Next, choose the message type: 【Template Message】 or 【General News】 (available only within WhatsApp’s 24-hour customer service window). You can send text messages, images, and videos.

Use 【Filter】 to target specific customers based on tags, interaction history, or purchase records.

Finally, check 【Agree to the WhatsApp Template Sending Policy】 and click 【OK】 to launch your broadcast campaign. Once the campaign is sent, you can track delivery and engagement performance directly in SaleSmartly.

Free Trial

How to Send WhatsApp Blasts Safely to Avoid Being Blocked

Sending WhatsApp blasts safely is not about sending as many messages as possible. It is about sending messages to the right people, with the right content, at the right time. If customers feel surprised, annoyed, or misled, they are more likely to block or report your number.

Here are a few ways to reduce that risk:

Get permission before sending: Only send WhatsApp blast messages to people who have shared their phone number and agreed to receive messages from your business. This can happen through a website form, checkout page, event signup, customer chat, or membership registration.

Do not buy contact lists: Purchased numbers may look like a quick shortcut, but they often lead to low replies, more complaints, and higher blocking risk. A smaller list of real interested customers is much safer than a large cold list.

Send relevant messages: Match the message to the customer’s interest or behavior. For example, send abandoned cart reminders to cart users, product updates to people who asked about that product, and renewal notices to existing customers.

Control your sending frequency: Even customers who like your brand can get tired if you message them too often. Avoid blasting the same audience again and again without a clear reason.

Use clear and honest content: Do not use misleading offers, exaggerated claims, or clickbait. Your message should clearly say who it is from, why the customer is receiving it, and what action they can take next.

Provide an opt-out option: Let customers stop receiving marketing messages. For example, you can add “Reply STOP to unsubscribe” and make sure your team actually removes those users from future campaigns.

Watch risk signals: Keep an eye on failed deliveries, opt-outs, low replies, blocks, and spam reports. If these numbers rise, pause the campaign and improve your audience, message, or sending frequency before sending more.

Safe WhatsApp blasting comes down to one simple rule: do not treat WhatsApp like a dumping ground for mass ads. Treat it like a customer conversation channel. That mindset alone can save you a lot of trouble. If your WhatsApp API number gets banned, you can check out this guide on how to recover a banned WhatsApp API account.

WhatsApp Blast Message Tips and Examples

A good WhatsApp blast message should be short, clear, and easy to act on. Customers should quickly understand why they are receiving the message, what value they get, and what to do next.

Tips for Writing Better WhatsApp Blast Messages

1.Know your audience: Write for a specific customer group, not everyone at once. A new lead, a repeat buyer, and an abandoned cart user should not always receive the same message.

2.Personalize when possible: Add names, product interests, order details, appointment times, or discount codes to make the message feel more relevant.

3.Make the value clear: Tell customers what they get right away, such as a discount, update, reminder, restock alert, or useful link.

4.Keep it short and action-oriented: WhatsApp is a chat channel, so avoid long paragraphs. Focus on one message and one next step.

5.Use media when it helps: Images, videos, or product previews can make the message more engaging, but only use them when they support the message.

6.Use one strong CTA: Ask users to shop, reply, book, confirm, track, or claim an offer. Do not ask them to do too many things at once.

7.Avoid spammy wording: Skip exaggerated claims, too many emojis, all caps, and suspicious-looking links.

WhatsApp Blast Message Examples

Here are a few WhatsApp blast message examples you can adjust based on your audience, offer, and campaign goal.

Scenario

Example

Limited-Time Offer

The 48-hour summer deal is now open. Selected items are 15% off until Friday night. View the collection here: {{link}}

Product Restock Alert

The linen tote you checked earlier is available again. Stock is limited, so you can reserve yours here: {{link}}

Event Reminder

Your seat for tomorrow’s live training is confirmed. The session starts at 3 PM. Join from this link: {{link}}

Order Update

Order #A2891 has left our warehouse. You can follow the delivery status here: {{tracking_link}}

Sales Follow-Up

You viewed our growth plan earlier this week. If you want help comparing features, reply “PLAN” and our team will assist.

Feedback Request

Your package should have arrived by now. Could you share how the experience went? It takes less than a minute: {{link}}

A strong message is not about saying more. It is about making the next step obvious.

How to Measure WhatsApp Blast Performance

To understand whether your WhatsApp blast worked, you need to look at more than the number of messages sent. The real question is: did customers receive it, open it, click it, reply to it, or take the action you wanted?

1.Track message delivery

Sent: how many messages were sent out.

Delivered: how many messages reached customers successfully.

Read: how many customers opened or viewed the message.

Failed: how many messages failed to deliver.

2.Run A/B tests

Test two versions of your WhatsApp blast message before sending to your full list.You can test different wording, CTAs, offers, images, or sending times.Send each version to a small audience first.Compare the results, then send the better version to the larger audience.

3.Use analytics to improve future campaigns

If delivery is low, clean your contact list.

If read rate is low, try a better opening line or sending time.

If click-through rate is low, make your CTA clearer or improve the offer.

If reply rate is low, improve your audience targeting or message relevance.

If opt-out rate is high, reduce sending frequency or avoid sending overly broad messages.

The goal is not just to send more WhatsApp blast messages. It is to learn what your customers respond to, then make the next campaign sharper.

Frequently Asked Questions

Is WhatsApp Blast Legal?

Yes, if users have agreed to receive your messages. Avoid cold lists, spammy content, and always offer opt-out.

Are There Free WhatsApp Blast Tools?

Yes. The WhatsApp Business App is free, but it is better for small sends. Larger campaigns usually need WhatsApp API or a paid tool.

How Can I Avoid Getting Blocked When Sending WhatsApp Blasts?

Use opted-in contacts, send relevant messages, control frequency, and remove users who unsubscribe.

How Much Does Bulk WhatsApp Messaging Cost?

It depends on message volume, country, API pricing, and platform fees. The Business App is free for small use.

What Is the Best WhatsApp Blast Tool?

For simple sends, use WhatsApp Business App. For automation, tags, AI replies, shared inbox, and tracking, SaleSmartly is a better fit.

Further Reading

WhatsApp Private Marketing Guide

A Comprehensive Guide to Create and Manage a Whats

How to know if your WhatsApp is blocked?

### [WhatsApp CRM: Integration and Intelligence That Power Your Customer Growth Engine](https://www.salesmartly.com/en/blog/docs/whatsapp-crm-customer-growth)

Introduction

As instant messaging continues to dominate global communication, WhatsApp has become far more than a place for personal chats. With its vast worldwide user base, it has turned into a strategic private domain channel for companies expanding into international markets.

Many businesses, however, still face challenges such as scattered conversations, slow responses and customer loss. What exactly is WhatsApp CRM? Why does it matter for modern businesses? And how can it transform a simple chat window into a true customer growth engine?

This article answers all of these questions clearly and practically.

What Is WhatsApp CRM

WhatsApp CRM refers to the integration of WhatsApp with a customer relationship management platform. Once connected, all customer messages, data and interactions can be managed in a single interface.

WhatsApp stops being just a messaging tool. It becomes a customer engagement hub where businesses can respond instantly, assist customers, automate repetitive tasks and collect insights that directly improve operations and satisfaction.

The Value of WhatsApp CRM

WhatsApp CRM solves the most common pain points in global private traffic operations by centralising information, enabling faster responses and supporting precise marketing.

1. Improved Customer Service Efficiency

• All WhatsApp conversations are handled in one place, which prevents missed messages and shortens response time
• Automated workflows handle most frequently asked questions such as product inquiries, delivery issues and refund policies, reducing manual workload

2. Higher Customer Satisfaction

Service agents can understand customer needs more accurately through conversation history, purchase behaviour and preference data. This leads to personalised and relevant support.

3. Continuous and Sustainable Growth

Businesses can label and segment customers, then send targeted broadcasts to each group. This results in higher conversion rates, more repeat purchases and stronger monetisation of private traffic.

How to Choose a WhatsApp CRM Platform

When evaluating a WhatsApp CRM platform, focus on four important areas.

Key Aspect
Why It Matters

Omnichannel Integration
A strong CRM should connect WhatsApp with other channels such as Facebook Messenger and Instagram so that all conversations appear in one unified workspace.

Automation and Intelligence
Look for automated welcome messages, FAQs, labelling, follow-up sequences, and promotional message workflows. These features significantly improve speed and consistency.

Team Collaboration
The platform should support multi-user logins, conversation assignment, internal routing, shared customer profiles, and action logs. This improves collaboration and efficiency.

Data Analysis
A reliable CRM should provide real-time chat analytics and behavioural insights that help you refine your operational and marketing strategies.

How to Build a WhatsApp CRM

Before setting up WhatsApp CRM, it is important to understand the three types of WhatsApp accounts.

1.WhatsApp Personal Account

• Easy to register and free to use
• Suitable for personal communication, not for business

2.WhatsApp Business Account

• Most features are free and designed for small businesses
• Suitable for businesses that need basic marketing and customer engagement

3.WhatsApp API Account

• Supports large scale communication through API
• More stable for high-volume messaging and less likely to face restrictions
• WhatsApp reviews marketing messages carefully, so it is recommended to send approved templates through SaleSmartly to reduce the risk of account restrictions
• Best for medium to large businesses with advanced requirements

Companies can apply for the WhatsApp API officially, or register and purchase accounts directly through SaleSmartly.

Building WhatsApp CRM Effectively

A platform such as SaleSmartly allows businesses to integrate all three account types into one central interface. This creates a unified experience that supports fast responses, personalised service and efficient private domain operations.

How WhatsApp CRM Improves Communication and Conversion

Centralise All WhatsApp Accounts

• Switching between multiple accounts slows down service speed and increases customer loss. With SaleSmartly, all WhatsApp accounts appear in a single dashboard
• When the message volume increases, conversations can be automatically assigned to different agents, which shortens wait time and prevents missed inquiries

Automation That Enhances Customer Experience

• SaleSmartly offers a 24/7 AI bot that welcomes customers and ensures they receive immediate support
• The system recognises user intent and responds automatically through FAQs, knowledge base content and AI-powered suggestions

This eliminates time zone barriers and ensures every customer receives fast and helpful service.

Efficient Customer Management

• SaleSmartly analyses customer sources, behaviour and chat history and assigns labels automatically
• Businesses can filter customers by label and send targeted broadcasts in a single click
• High intent customers can receive personalised offers, product recommendations and timely follow-up messages

This leads to more accurate communication and higher conversion rates.

Conclusion

WhatsApp has become one of the most powerful channels for global customer engagement and business growth. The true value of WhatsApp CRM is its ability to turn every conversation into a growth opportunity.

By using a unified platform such as SaleSmartly, which supports omnichannel integration, automation and AI capabilities, businesses can improve operational efficiency, elevate customer experience and drive sustainable customer growth.

FAQ

1. Why integrate WhatsApp with a CRM system?

Integrating WhatsApp with a CRM platform centralises all conversations, shortens response times and eliminates the need to switch between multiple applications. It also enables automated follow-ups, customer segmentation and cross-channel data synchronisation, all of which increase conversions and repeat purchases.

2. How does SaleSmartly help manage customers?

SaleSmartly integrates WhatsApp and other channels into one interface. It includes AI chatbots, automated workflows, customer labelling, segmentation and real-time multilingual translation, which support efficient service and precise marketing.

3. Can other channels be connected to SaleSmartly besides WhatsApp?

Yes. SaleSmartly supports Facebook Messenger, Instagram, Telegram and other major communication platforms so that all interactions can be managed in a single dashboard.

Further Reading

Tips for creating a new WhatsApp account: A complete analysis of the account maintenance strategy

WhatsApp Business API introduction: features, fees, and application methods

Conversational Marketing: Your Secret Weapon for Converting Cross-Border Customers in 2025

How to download overseas social media on domestic mobile phones? Four methods to teach you how to use foreign apps!

### [How to Use WhatsApp for Multi-Account Access on a Single Device and Share Account Across Multiple Devices](https://www.salesmartly.com/en/blog/docs/whatsapp-device-login-account)

In our daily work, it's common to face the challenge of managing multiple WhatsApp accounts on a single device or enabling two phones to access the same WhatsApp account simultaneously for effective teamwork. This need often arises as employees seek to maintain a clear boundary between their work and personal communications, or as businesses require multiple team members to collaboratively handle customer inquiries and support. Unfortunately, traditional WhatsApp functionality may fall short of meeting these complex communication demands.

This guide explores how to overcome these limitations and implement flexible WhatsApp account management that suits personal and business requirements.

Managing Multiple WhatsApp Accounts on One Device

Scenario

Individual and Work Separation: Users can manage individual and work-related WhatsApp accounts on the same mobile phone at the same time, thus maintaining the boundaries between professional and private life in different chat environments.

Customer Service Management: Customer service representatives can access multiple WhatsApp accounts through a single device to provide special customer support for different product lines or service areas.

Social Media Marketing: Marketing professionals can use multiple WhatsApp accounts on a device to manage different marketing activities or brand promotions.

Solutions

WhatsApp Business

WhatsApp Business is designed for commercial users, enabling one device to support both a personal and business account. This setup mirrors the functionality of platforms like WeChat and Enterprise WeChat, where personal and corporate accounts coexist seamlessly.

SaleSmartly

SaleSmartly is an omni-channel customer communication platform that can seamlessly integrate multiple WhatsApp accounts, including WhatsApp personal number, WhatsApp business number and WhatsApp API number. Users only need to integrate the registered WhatsApp account SaleSmartly. The background system can then efficiently manage all accounts on a centralized interface without frequent switching, thus greatly improving communication efficiency and user experience.

Mobile phone dual-on function

Some mobile phone brands offer a double-open function that allows you to create a copy of an application on the same device to enable a multi-account login. For example, Huawei's "dual-application", Xiaomi's "dual-application", OPPO's "application integration" and so on. Users can easily create WhatsApp copies through these functions and register and log in with different mobile phone numbers.

1. Install the WhatsApp

2. In "settings"→"applications"→"dual open applications"→"WhatsApp"

3. Log into the duplicate app with a second WhatsApp account.

Use the Same WhatsApp Account Across Multiple Devices

Scenario

Teamwork: Enterprise teams can share the same WhatsApp account on multiple devices to collaborate on customer inquiries and responses at different workstations or locations.

Remote work: Remote workers can seamlessly switch between computers at home and mobile phones, and maintain access to the same WhatsApp account to continuously respond to work messages.

Multi-department operation: In large companies, staff from different departments can access a shared WhatsApp account for unified external communication.

Solutions

WhatsApp web page

WhatsApp web page allows users to synchronize their accounts with browsers on multiple devices, allowing users to access and use WhatsApp on different devices at the same time. This is especially useful for users who often need to switch between computers and mobile phones, such as using computers in offices and mobile phones.

SaleSmartly

If the team needs to use a batch of WhatsApp accounts together, you can use SaleSmartly to manage all WhatsApp accounts. Members of the team can manage these accounts, which truly enables multi-device login.

SaleSmartly can automatically assign chat based on preset rules or keywords. Whether it is external sales, customer support, or internal communication, all conversations can be quickly assigned to appropriate team members to ensure that every customer receives timely and professional responses. Additionally, team members can effortlessly transfer chats between departments or individuals to meet project demands, fostering efficient collaboration across teams.

Common problem

How do I manage notifications from multiple WhatsApp accounts?

Most smartphone operating systems allow users to customize notifications for each independent application. You can adjust the Notification permission in the mobile phone settings to ensure that messages from different WhatsApp accounts can be distinguished and effectively managed.

What are the best practices for data isolation when using multiple WhatsApp accounts on the same device?

Set an independent screen lock password or application lock for each account, and use an end-to-end encryption backup solution to isolate and protect data. Ensure that applications and operating systems are regularly updated to take advantage of the latest security features.

How to deal with the use of multiple devices when the primary device is lost or damaged WhatsApp?

If the primary device is unavailable, you can continue to use WhatsApp on the secondary device in the short term. However, in order to maintain the active and secure status of the account for a long time, we recommend that you restore or replace the master device as soon as possible and re-verify the account.

How to ensure the highest security of an account when operating the same WhatsApp on multiple devices?

Use strong passwords and two-step authentication to increase the security level of your account, and regularly monitor and manage the linked devices list to remove unauthorized devices in a timely manner. Ensure that WhatsApp applications and operating systems on all devices are up to date to prevent security vulnerabilities.

### [Can't Receive WhatsApp Verification Code? Here Are the Reasons and Solutions!](https://www.salesmartly.com/en/blog/docs/whatsapp-verification-code-issues-and-solutions)

Can't receive WhatsApp verification code? Here are the reasons and solutions!

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Can't Receive WhatsApp Verification Code? Here Are the Reasons and Solutions!

Looking to sign up or log in to your WhatsApp account?

Typed in your phone number and anxiously waited for that verification code, but it just won't appear. The common scenarios usually include the following:

Can't receive the SMS verification code, even after multiple attempts to resend it, it's still a no-show.

I tried getting the code via the "Call Me" option, but no voice call came through.

The "Call Me" button is grayed out, unclickable, or unresponsive.

The call goes through, but there's dead silence, and then it drops after 30 seconds; or, you hear "Your verification code is..." and then it cuts off.

On the WhatsApp screen, the "Call Me" option has vanished, leaving only the button to resend the SMS.

These situations correspond to different verification issues. Next, we'll slowly dissect and provide targeted solutions to help you log in to WhatsApp ASAP.

Factors Preventing Receipt of WhatsApp Verification Codes

WhatsApp isn't up to date or it's not the official version

If you're continuously not receiving the code during login, try updating WhatsApp first. With its rapid update cycle, an outdated version could be the culprit.
Alternatively, software downloaded from places other than the official website or Google Play might also be the problem.

IP is within China

When logging in, it's best to use a secure tunnel tool, opting for servers in the USA, Hong Kong, Japan, etc., and enabling the global mode. Because having an IP address within China can also hinder the reception of the verification code. If your IP checks out as foreign, you're golden. If it's still showing as domestic, then you're not in global mode yet.

Account is blocked

If your account is blocked, you'll need to reach out to the official channels for unblocking. For a detailed tutorial on this, check out: "What to do if your WhatsApp is blocked? This article shows you how to unblock easily!"

Issues with the phone

Some phone brands are particularly strict about this, so try logging in with a different phone.

Frequent logins/logouts with multiple accounts

Employees often juggle multiple WhatsApp accounts, requiring frequent logins and logouts. This can affect the 'weight' of the account, leading to slow or failed code reception over time.

Solutions if You Can't Receive WhatsApp Verification Codes

After ruling out the factors above, if you're still code-less, try the following:

Opt for voice verification

If you've only tried SMS verification, give voice verification a shot by clicking "Call Me." The success rate with voice tends to be higher.
If you've tried voice verification and didn't receive a call, check if your phone can receive international calls. Common reasons for not being able to receive calls include:

Auto-blocking software installed on the phone, which may mistake WhatsApp's international verification calls for spam or scam calls.

The phone number may not be set up to receive international calls.

Some carriers may implement different control measures for international calls based on the city and time, so try changing your location or be patient and attempt multiple times.

Switch to an overseas number/new device for login

If the "Call Me" button is missing on WhatsApp, switch to a new overseas number or device. If the problem is solved, then your device was the issue. If the button is there, it's likely a problem with the phone number.
For overseas numbers, the simplest way is to use a code-receiving platform.

Switch WhatsApp to the English version

Try setting WhatsApp to English and disable the permission to access your location.

Integrate multiple WhatsApp accounts with a tool

If the issue is having multiple accounts, it's best to use integration software like SaleSmartly to consolidate multiple WhatsApp accounts into one backend. This solves the pain point of frequently switching accounts, and all account info can be directly synced, ensuring nothing slips through the cracks.

Message WhatsApp official customer service

If none of the methods above work, be patient as it could be a system issue. If it's still unresolved after a few days, contact WhatsApp's official customer service.

Template as follows:

Dear WhatsApp Support,

I am unable to receive the verification code needed to access my WhatsApp account. Below are my details and the steps I've taken:

Phone: [Your Full Phone Number with Country Code]
Device: [Your Device Model]
Issue: No SMS or call received for verification.

I've double-checked my number, confirmed network service, and ensured no blocks on international calls/SMS. Multiple attempts to resend the code have failed.

Please help me resolve this issue as it is critical for my communication.

Thank you,

[Your Full Name]

FAQ

Is there a limit to the number of attempts for requesting a WhatsApp verification code?

Yes, for security reasons, WhatsApp limits the number of attempts for sending verification codes. If you've tried multiple times unsuccessfully, you may be temporarily locked out. In this case, wait for the specified time before trying again. It's advisable to check for all possible issues in the meantime to ensure successful receipt of the code on your next attempt.

Why can't I use the WhatsApp verification code received on my old phone to verify on my new phone?

WhatsApp verification codes are generated based on your phone number and the current device. If you switch to a new phone, you need to request a new code on the new device. Make sure to install WhatsApp on your new phone and request the code using the same phone number. Codes received on the old phone won't work for verification on the new device.

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The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively

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### [The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively](https://www.salesmartly.com/en/blog/docs/whatsapp-template-messages-complete-guide)

The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively

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The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively

Author: SaleSmartly

According to WhatsApp's chat rules, once a user initiates a conversation with us, we can engage in unlimited custom message exchanges within the first 24 hours. And all this counts as just one service session fee.

However, if more than 24 hours have passed and we wish to continue contacting the user, we can only send messages using templates, and WhatsApp will charge accordingly based on the type of message sent.

What are WhatsApp Template Messages?

WhatsApp template messages are Highly Structured Messages (HSM), which are predefined messages categorized into Utility templates, Authentication templates, and Marketing templates. You can refer to the pricing here.

Here's a simple WhatsApp template message example:

Hello {{1}}, thank you for your interest in SaleSmartly! Your project ID is {{2}}.

Where {{1}} and {{2}} are placeholders for variables that can be dynamically replaced with the corresponding information.

When this template is used to send a message to a person named Kenny with the ID #01230:

Hello Kenny, thank you for your interest in SaleSmartly! Your project ID is #01230.

WhatsApp typically reviews and approves each message template within 48 hours. Once approved, you can use it to communicate with customers.

Authentication Templates

Authentication messages are one-time passwords (OTPs), a combination of 4 to 8 letters and numbers used for identity verification during various stages of user login, such as account verification and password reset. Hence, the rules are quite strict.

Must use WhatsApp's standard authentication message template.

Set up a one-time password action button (for copying the code or one-tap entry).

Authentication template content or parameters must not include URLs, multimedia files, or emojis. The parameter length is also limited to 15 characters.

Notification Templates

Notification templates are updates related to the customer's existing orders or accounts, such as confirmations, suspensions, or transaction changes.

Marketing Templates

Marketing templates have a broader definition, encompassing any template that mixes notification with marketing content. These may include promotions, welcome messages, thank-yous, content feature updates, etc.

Rules for Creating WhatsApp Templates

The character limit is 1024, allowing letters, numbers, and emojis. No newlines, tabs, or more than four consecutive spaces. For image-containing templates, videos...

Use this format for variables: {{#}}. # represents the content of the variable.

When sending media message templates to contacts (including images, videos, and documents), ensure your media size meets platform limitations. Note: Only PDF documents are supported when uploading documents in message templates.

Example WhatsApp Account Message Templates (For Reference Only)

All templates are provided by WhatsApp Official

Text Templates

Image Templates

Video Templates

Document Templates

Interactive Text Templates
Interactive dialogues with multiple reply options. Set questions and answer options in the template, allowing users to interact with your business by selecting one.

Interactive Media Templates
Message templates that combine media content with interactive elements. Can include images, videos, or audio, used alongside interactive elements like buttons, links, etc.

How to Apply for WhatsApp Template Messages

Open SaleSmartly, and add your template under [Mass Plan] – [WhatsApp API Template]. Once the template is approved, you can send messages directly to customers through the system.

Post-Application Template Status

Under Review: The template is still being reviewed. The review can take up to 24 hours.

Not Approved: The template failed the review process or violated one or more of our policies. See appeals.

Enabled - Quality Pending: No customer feedback or read rate information on the message template quality yet. You can send this status template to customers. See quality rating.

Enabled - High Quality: Almost no or no negative feedback from customers on the template. You can send this status template to customers. See quality rating.

Enabled - Medium Quality: Negative feedback or low read rate information received from multiple customers, template status may soon be suspended or disabled. You can send this status template to customers. See quality rating.

Enabled - Low Quality: Negative feedback or low read rate information received from multiple customers. You can send this status template to customers, but it faces the risk of being suspended or disabled soon, so it's recommended to address the issues reported by customers as soon as possible. See quality rating.

Suspended: Template suspended due to negative feedback or low read rate from customers. You cannot send this status template to customers. See template suspension.

Disabled: Template disabled due to negative feedback from customers. You cannot send this status template to customers.

Appeal Requested: An appeal has been requested. See appeals.

Common Reasons for Non-Approval (For Reference Only)

Missing variable parameters or mismatched curly braces were used.

Variable parameters include special characters, such as, or.

Variable parameters are not continuous.

The content of the message template violates WhatsApp's commerce policy; all transactions must follow WhatsApp's commerce policy.

The content of the message template violates WhatsApp's Business policy: Do not request sensitive identification information from users.

Content contains abusive or threatening material.

The message template duplicates an existing one.

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WhatsApp API Number Registration Platform Price Comparison: Help You Choose the Most Cost-Effective Service

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WhatsApp API number registration platform price comparison: help you choose the most cost-effective service

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WhatsApp API Number Registration Platform Price Comparison: Help You Choose the Most Cost-Effective Service

Author: SaleSmartly

WhatsApp as a globally popular instant messaging tool has launched API services that provide businesses with powerful customer interaction capabilities. However, with the myriad of platforms offering WhatsApp API number registration, businesses can easily feel overwhelmed when choosing one. This article will compare the prices of the currently mainstream WhatsApp API number registration platforms, helping businesses to directly understand the different pricing of various platforms.

Different Types of WhatsApp Messages

Utilities: Directly related to transactions, including post-purchase notifications and regular billing.

Marketing: Related to your business, products, or services.

Verification: Provides users with one-time passwords for authentication purposes.

Service: Initiated by the user; these are usually to address customer inquiries. Businesses can respond within a 24-hour customer service window.

Introduction to WhatsApp API Number Registration Platforms

YCloud

YCloud is a leading WhatsApp business service provider, committed to leveraging the world's most popular social app, WhatsApp, to help businesses grow. Deep integration with WhatsApp is one of YCloud's core strengths. Through YCloud's products and services, businesses can fully utilize WhatsApp's widespread use and high interactivity for personalized marketing, sales, and customer support.

New User Offer: $2 credit (about 14.3 yuan)

How to integrate with SaleSmartly: How to integrate a WhatsApp Business API number? -SaleSmartly-Help Center-SaleSmartly User Guide

ChatApp

ChatApp is an efficient messaging engine built by Alibaba Cloud for global businesses. It establishes effective connections between users and customers through IM Channel, enhancing business value.

New User Offer: Free 200 WhatsApp conversations + 200 Chatbot calls

How to integrate with SaleSmartly: How to integrate a WhatsApp Business API number? -SaleSmartly-Help Center-SaleSmartly User Guide

NxCloud

NxCloud is a tech-driven cloud communication company, established in Singapore in 2018. It's dedicated to providing enterprises with one-stop communication services covering the entire user lifecycle, including identity verification, marketing promotion, customer service dialogue, and message outreach through SMS, voice, DID numbers, WhatsApp, Viber, and other communication and social media products, helping businesses achieve global user linkage and marketing growth.

New User Offer: Contact customer service for a free test quota based on needs

How to integrate with SaleSmartly: How to integrate a WhatsApp Business API number? -SaleSmartly-Help Center-SaleSmartly User Guide

ITNIO TECH

The parent company of ITNIO TECH was established in Hong Kong in 2007, adhering to the concept of easily connecting more overseas businesses to the global stage, and has been deeply involved in the field of international communications. With rich industry experience and a new technology platform, ITNIO TECH truly achieves high-quality global borderless connectivity.

New User Offer: $20 credit after business verification

How to integrate with SaleSmartly: How to integrate a WhatsApp Business API number? -SaleSmartly-Help Center-SaleSmartly User Guide

Cloud API (Official WhatsApp)

Official Price List: Business Platform Pricing | WhatsApp Business

Official Registration Tutorial: In some regions, direct activation is not supported by the official, and you need to find an agent (the above four) to assist with registration

How to integrate with SaleSmartly: Cloud API number access tutorial -SaleSmartly-Help Center-SaleSmartly User Guide

How to Use After Registration

After registering your account on these WhatsApp API number platforms, you can copy the API key into the SaleSmartly backend. All conversation information in the account can then be replied to directly in the SaleSmartly backend. Further, you can set up automation features, such as welcome messages, jump buttons, and session tags, freeing you from repetitive tasks and shortening response times.

You can also directly view customer information in the SaleSmartly backend, manage customers centrally, and implement efficient segmentation tracking and analysis features.

Price Comparison Table for Popular Regions

Yellow: ITNIO TECH (New to WhatsApp API business, currently in the customer acquisition phase, so the prices are temporarily the same as the official WhatsApp pricing)
Blue: NxCloud
Green: ChatApp (ChatApp's price list is in RMB. For ease of comparison, the prices are converted to USD at a rate of 0.138 in the chart; prices may vary with exchange rates.)
Grey: YCloud

China (including Hong Kong and Taiwan):

Brazil:

Malaysia:

India:

USA:

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Optimizing Your WhatsApp Phone Number Quality Rating: Improve Message Deliverability

Last modified: 2025-02-24Powered by

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### [Optimizing Your WhatsApp Phone Number Quality Rating: Improve Message Deliverability](https://www.salesmartly.com/en/blog/docs/master-whatsapp-number-quality-rating)

WhatsApp number quality score is used to measure the health of the user's mobile phone number interaction with the platform, ensuring the compliance and security of user communications. In the actual application of WhatsApp number quality score, this score will affect the reachability of user message sending. A high-quality score means that the user's account is considered trustworthy and the messages sent by it are not likely to be marked as spam or automatically filtered. At the same time, accounts with low-quality scores may be restricted.

WhatsApp phone number quality rating icon

Find the quality rating under the Phone Number tab in the Meta WhatsApp Manager

Green: High quality

Yellow: Medium quality

Red: Low quality

If the quality score of your WhatsApp number drops or the status of your number changes, you will receive an email warning from the system and see a notification on the Business Manager platform. Then it will be officially marked as "flagged" or "restricted".

Flagged: indicates a poor quality score, and you cannot increase your message-sending limit. If the message quality improves to "High Quality" or "Medium Quality" within seven days after the status changes to "Flagged", the status will be restored to normal connection. If the score does not improve, the status will be restored to normal connection, but you will be assigned a lower message-sending limit.

Restricted: This means that you have reached the upper limit for sending messages. You will not be able to send any notification messages in the next 24 hours. However, you can still reply to messages from customers.

How to improve WhatsApp account rating

Check if any WhatsApp message templates have been added in the past 7 days. You can find the template in question.

Make sure your notifications comply with WhatsApp's policies.

Evaluate whether recent theme themes require users to opt in. For example, if you only require users to opt in to receive purchase receipts, but use the API for account updates, customers may respond negatively because they did not opt-in to receive this particular communication.

Check notifications according to WhatsApp's best practices guidelines.

How to ensure good WhatsApp phone number quality registration

To ensure that the quality score of WhatsApp mobile numbers is not rated as low quality, real-time monitoring and analysis have become key steps. Many companies have multiple WhatsApp accounts, and they may need to switch multiple times to find problematic messages. Therefore, it is necessary to use the communication integration tool Salesmartly, which can help companies track customer interactions in real-time and optimize communication strategies through intelligent analysis.

Integrate multiple WhatsApp accounts and manage customer conversations in a unified manner, thereby improving response speed and service quality, which will help improve WhatsApp's mobile phone number quality score.

In the Salesmartly dashboard, you can directly manage the conversations of all integrated accounts, making it easier to find behaviors that lead to a drop in ratings and make timely adjustments.

FAQ

What actions may lower my WhatsApp number quality score?

According to common messaging platform standards, the following behaviors may negatively impact your score: frequently sending repetitive or meaningless messages, being reported or blocked by a large number of users, sending prohibited content or spam, and unusual activity patterns, such as sending a large number of messages in a short period.

How can I restore my WhatsApp phone number to normal after it was marked or restricted?

First, you should stop all behaviors that may violate WhatsApp's Terms of Use. Next, you can try to contact WhatsApp's customer service team to complain or seek help. At the same time, make sure your future behavior complies with WhatsApp's guidelines and take measures to improve the quality of user interactions, such as optimizing the content of the messages sent and gradually restoring the health of the account. If the improvement measures have not been effective, you may need to further analyze your account behavior or use Salesmartly to monitor and improve your mobile phone number quality score.

### [WhatsApp Business API Introduction: Features, Fees, And Application Methods](https://www.salesmartly.com/en/blog/docs/whatsapp-business-api-getting-started-features-pricing-guide)

The WhatsApp Business API is a high-end service designed specifically for businesses, providing a set of programming interfaces (APIs) rather than a directly operable user interface. Unlike the free WhatsApp Business app, the WhatsApp Business API cannot be directly downloaded from app stores like the App Store or Google Play. Businesses must obtain these APIs through certified third-party service providers or engage technical personnel for custom development based on their needs.

To get a WhatsApp Business API number, businesses must undergo official WhatsApp review and authorization, then integrate the API into their systems, such as Customer Relationship Management (CRM) systems, to automate messaging, receive messages, and manage customer conversations. Additionally, the WhatsApp Business API allows businesses to send a large volume of customized notifications, such as order status updates and travel reminders, while also providing real-time customer support.

For a detailed comparison of personal, business, and API accounts on WhatsApp, refer to this blog post: A Picture Tells You the Difference Between WhatsApp, WhatsApp Business, and WhatsApp API (Enterprise) Accounts

Exclusive Features of the WhatsApp Business API

WhatsApp Broadcast Messages

The WhatsApp Business API supports broadcasting on a much larger scale than personal and regular business accounts, meeting the needs for mass messaging to numerous customers. Businesses can integrate the API with their systems to automate the sending of bulk messages, such as notifications and reminders. However, WhatsApp has strict rules for these proactive customer messages, requiring official WhatsApp review before sending template messages.

For more advanced use, businesses can customize mass messages using preset customer names in the WhatsApp system. Personalized mass messages can improve open and response rates, as they don't feel like mass advertisements or notifications, making customers feel valued and thus enhancing loyalty.

Multi-Device Login

With the WhatsApp Business API, merchants can log in from multiple devices, which is a great convenience for customer service teams. Unlike the WhatsApp Business account, which only supports four devices, multi-device login allows multiple employees to handle conversations together, meeting the need for collaborative work. In the face of numerous inquiries, conversations can be assigned or transferred to the appropriate staff for more effective handling.

Green Tick Verification

The green tick verification is unique to the WhatsApp Business API. This green checkmark is a symbol of WhatsApp's official brand verification and appears next to the contact name in the chat interface, enhancing brand credibility. Additionally, the WhatsApp Business API provides customizable business profile pages where companies can showcase their name, brand introduction, address, website link, and email address, among other things.

If you want to get your account verified, refer to this article: Want to Get Your WhatsApp Green Tick? This One Article is Enough (salesmartly.com)

Setting Up Interactive Messages

Interactive messages come in two main forms: list messages and reply buttons.

List Messages: When customers respond with a number, the system automatically sends the preset information behind each number. Up to ten options are available for customers to choose from according to their needs.

Reply Buttons: After customers press a related button, the system sends the preset information. A maximum of three button options are provided, and each button's text is limited to 20 characters, so clarity is key.

Using interactive messages can shorten the time to understand customer needs and speed up the information retrieval process, automating the workflow.

Cloud Storage

In May 2022, Meta officially announced the launch of a new cloud system, "WhatsApp Cloud API," also known as "Cloud-based WhatsApp Business Accounts." Now, businesses have two different ways to use WhatsApp API features: the original method of purchasing API services from "WhatsApp Business Solution Providers" or the latest direct use of WhatsApp Cloud API.

Storing WhatsApp data in the enterprise's cloud ensures the security and privacy of conversation information, giving customers peace of mind.

WhatsApp Business API Charges

Utilities: Directly related to transactions, including post-purchase notifications and regular billing.
Marketing: Related to your business, products, or services.
Verification: Providing users with one-time passwords for authentication purposes.
Service: Initiated by the user; typically to resolve customer inquiries. Businesses can respond within a 24-hour customer service window.

Pricing Table (Most Asia-Pacific regions are priced similarly to Hong Kong and Taiwan)

Regional/Conversation Charges (USD)

Utility

Marketing

Authentication

Service

Hong Kong, China

$ 0.0472

$ 0.0732

$ 0.0425

$ 0

Taiwan, China

$ 0.0472

$ 0.0732

$ 0.0425

$ 0

Malaysia

$ 0.0200

$ 0.0860

$ 0.0180

$ 0

United States

$ 0.0150

$ 0.0250

$ 0.0135

$ 0

United Kingdom

$ 0.0398

$ 0.0705

$ 0.0358

$ 0

Because WhatsApp officially announced the update of WhatsApp Business API number billing method, the service fee part has been changed to 0. For details, please see:

WhatsApp Update for July 2025: Service Conversations to Be Offered for Free

How to Create a WhatsApp Business API Number

1. Self-Service Registration

If you prefer to use personal information for registration, navigate to [Integration] - [WhatsApp API] in the SaleSmartly management backend for self-registration. Click the [Use Facebook Authorization] button within the blue border and follow the system's guide to complete the process.

2. Linking Third-Party API Numbers

This method involves linking an API account registered on a third-party platform to the SaleSmartly backend. Partner third-party platforms include YCloud, ChatApp, NxCloud, Itniotech, and Cloud API (Meta official).

After applying for an account, users can add new template messages in [Mass Plan] – [Message Broadcasting] – [WhatsApp API Template], and the system will submit them for official WhatsApp review. Once approved, you can broadcast messages.

For more details, refer to this article: WhatsApp Message Template Management - SaleSmartly - Help Center - SaleSmartly User Guide

Frequently Asked Questions

How to ensure that messages sent through WhatsApp Business API comply with WhatsApp's policies and standards?

All messages sent through the WhatsApp Business API must adhere to WhatsApp's business messaging policy. This includes avoiding sending advertisements or promotional messages without user consent and ensuring that message content is not misleading, illegal, or infringing. Typically, WhatsApp-approved template messages are used for initial contact, and personalized communication is only allowed when the user initiates the conversation.

How to handle and store customer data collected through the WhatsApp Business API to comply with global data protection regulations, such as GDPR?

Ensure that data handling and storage comply with global data protection regulations, such as the General Data Protection Regulation (GDPR) in the European Union. This usually involves implementing data minimization principles, collecting only necessary customer information, and encrypting data. Businesses also need to provide a clear privacy policy and ensure users can easily access, correct, or delete their data.

How to optimize WhatsApp Business API messaging strategies to improve user engagement and conversion rates?

Refine your messaging strategy by analyzing user interaction data. This includes testing different types of message content, timing, and frequency to determine what most engages users. Using A/B testing to assess the impact of different message templates and workflows on user behavior is also an effective way to improve engagement and conversion rates. Additionally, timely response to user feedback and optimization is a key part of continuously improving the strategy.

### [How to Leverage WhatsApp Polls for Maximum Engagement: A Complete Guide](https://www.salesmartly.com/en/blog/docs/whatsapp-voting-feature)

As one of the most popular real-time communication tools in the world, WhatsApp not only provides the basic function of communication but also adds practical functions such as voting according to user needs. Through WhatsApp's voting function, users can initiate a vote in the group and quickly and intuitively collect information. This function can not only improve the efficiency of group communication but also ensure that the opinions of each group member are fully respected and considered. Whether it is arranging activities or other situations that require collective decision-making, WhatsApp's voting function can be of great help.

What is the role of WhatsApp voting function?

Market Insights

Using the WhatsApp voting function, cross-border sellers can get direct feedback from consumers in the target market. This instant user feedback helps merchants gain a deeper understanding of consumer needs and preferences, thereby optimizing product lines and market strategies.

Product Optimization

Users can directly select and evaluate product lines. Sellers can analyze voting data to gain insights into user preferences and adjust or promote products in a targeted manner.

Marketing strategy adjustment

Users' voting results can help sellers determine which strategies are more popular and make more accurate marketing decisions.

Enhance user interaction

Users can directly express their opinions and preferences through voting. This sense of participation and interactivity helps to enhance users' loyalty and sense of belonging to the brand.

How to create a WhatsApp poll

1. Click the [Paperclip] button in the conversation box to find the voting function.

2. Set questions and options. You can choose whether you can select multiple options based on the specific question.

3. After sending it to the conversation box, we can view the voting results in real time.

WhatsApp supports anonymous voting, ensuring users can express their opinions freely.

Collect form information via WhatsApp

If you need to collect more information, you can consider setting up a form. Compared to simple voting, setting up a form allows users to provide more detailed answers and opinions, thereby obtaining richer feedback. By adding various single-choice questions, multiple-choice questions, text boxes and other fields to the form, you can effectively collect more data and make more targeted decisions based on this data.

Not only that, forms can also provide more flexibility and personalized options to meet the needs of various scenarios.

1. Open Google Forms to create a form. You can set up the form according to your needs or use their preset templates.

2. Google Forms supports a variety of question formats, including short questions, paragraphs, single-choice questions, multiple-choice questions, file uploads, etc. Diversified form formats allow users to provide more accurate and comprehensive information, and can also provide a better filling experience for different user needs and scenarios.

3. Google Forms has more settings. The columns on the right from top to bottom are Add Question, Import Question, Add Title and Description, Add Image, Add Video, and Add Section. You can also choose whether it is a required item below the question.

4. After filling in the form, you can press [Send] in the upper right corner, choose whether to collect email addresses and then copy and send the link.

5. Open SaleSmartly and select Mass Messaging - WhatsApp channel / WhatsApp API channel.

6. You can filter out the users you want to send the form to, and then copy the copied Google form link to [Send Content]. In this way, you can send a message collection form to all WhatsApp customers at once, quickly collect a large number of user opinions, and provide valuable data support for product and service improvements.

Updates to WhatsApp voting feature

Setting up single-choice voting

This feature can be used when the initiator of the vote needs a deterministic result. Each participant can only cast one vote. When setting up the vote, just uncheck the "Allow multiple selections" option.

Quick location voting

When voting, users may need to think for a while before making a choice, but it may be quite difficult to find the previous votes afterward. WhatsApp's new feature allows participants to browse a list of all relevant votes by simply clicking "Search" in the "Conversation" interface and selecting the "Vote" option.

Get real-time voting updates

Whenever someone chooses a poll you created, the poll initiator will receive a real-time notification, making it easy to stay up to date on the latest voting activity.

FAQs

How to ensure fairness in WhatsApp voting?

To ensure fairness, ensure that each user can only vote once and that the voting rules and purpose are clearly explained to all participants.

How to optimize user engagement and response rate for WhatsApp polls?

To increase user engagement and response rates, you can take the following measures: customize attractive voting invitation messages, simplify the voting process, ensure the accessibility of the voting link, and send voting invitations at the right time to increase visibility and willingness to participate.

### [Optimizing Your WhatsApp Business Catalog: Enhance the Online Shopping Experience](https://www.salesmartly.com/en/blog/docs/whatsapp-business-product-directory)

WhatsApp Business Product Catalog is an important feature in the WhatsApp application. Users can easily browse and search various products through the WhatsApp Business Product Catalog to learn about their details and features. The role of the WhatsApp Business Product Catalog is not only to facilitate users to find and compare products but more importantly, it provides a commercial opportunity for merchants to showcase and promote their products in chats.

How to create a WhatsApp Business product catalog

You can add this information to the directory:

Price

Describe

Website Links

Product Code

Mobile version creation process

Open WhatsApp Business > Settings > Business Tools > Catalog

Click Add New Item

Click Add Picture, you can upload up to 10 pictures

Fill in the product name, price, and description as required

Creation process for the PC version

At the top of the chat list, tap > ⋮ More options > Settings > Business tools > Catalog

Click Add New Item

Click Add Pictures to upload pictures from your files (up to 10)

Fill in the product name, price, and description as required

After generating the link, you can directly share the product connection to the dialog box or other programs. Please note that the generated link cannot be changed.

Share the WhatsApp Business product catalog with a link

The most convenient aspect of the WhatsApp Business product catalog is that it can be shared directly via a link.

Follow this format: https://wa.me/c/Full international phone number

The phone number here is the one you want to send to your customers.

Limitations of the WhatsApp Business product catalog

Limit to a certain amount

Businesses can only add up to 500 different products or services to the catalog.

Direct payment is not supported

WhatsApp Business’s product catalog feature currently does not support direct payments within WhatsApp. Merchants need to switch to other platforms or in-store purchases. Obstacles in the purchase process, such as slow website loading or third-party application crashes, can lead to shopping carts being forgotten, resulting in customer loss.

No inventory management features

WhatsApp Business’s product catalog lacks inventory management features, so there is no way to track product inventory and adjust when out-of-stock situations occur. This can lead to products being oversold even though they are out of stock.

How to send product information via WhatsApp personal number

Currently, WhatsApp only supports sending product catalogs to WhatsApp Business accounts. For WhatsApp personal accounts, if you need to send product-related information during the chat, you can consider using the SaleSmartly tool. When using WhatsApp, customers will send orders or products of interest to merchants in the form of link cards for consultation. Merchant service staff can receive and view such messages during the chat, helping service staff to intuitively understand the products that customers are interested in.

FAQs

Why is the upload in the WhatsApp Business product catalog unsuccessful?

Some regions and countries cannot add prices. You can try to remove the price to see if it can be saved, and then add the price in the title. If you still cannot save after removing the price, you can try to remove the link and save it.

What advanced features does the WhatsApp Business product catalog support, such as multi-language support, custom fields, etc.?

WhatsApp Business product catalog supports multi-language support and custom fields. You can add descriptions in multiple languages for each product and use custom fields in the product catalog to display specific attributes of the product.

Does the WhatsApp Business product catalog support integration with other e-commerce platforms or systems? How can I achieve this integration?

WhatsApp Business product catalog supports integration with other e-commerce platforms or systems. You can use the API provided by WhatsApp to integrate the WhatsApp Business product catalog with other e-commerce platforms or systems to achieve functions such as order synchronization, inventory management, etc.

LINE's official account is a powerful tool tailored for enterprises. It has a large user base in Taiwan, Japan, Southeast Asia, and other regions. In Taiwan and Thailand in particular, the usage rate is as high as 90%. The account provides a wealth of business functions and customization options, including advertising, notification push, and data analysis, to assist enterprises in precision marketing. In addition, LINE has launched several services such as online reservations, ordering, bill inquiries, and exclusive coupons to fully meet customer needs.

### [WhatsApp Business Accounts Explained: Key Differences Between Personal and Business Accounts](https://www.salesmartly.com/en/blog/docs/whatsapp-business-account-compare-whatsapp-business-account)

WhatsApp Business is a free app designed specifically for small businesses, catering to SME owners, online retailers, local merchants, and any commercial users who wish to communicate with customers through WhatsApp. It offers a platform for effective communication with customers and management of business operations. Beyond simple communication, it also provides many professional tools to help merchants create business profiles, automate messages, and provide customer support.

Comparison Between WhatsApp Personal and Business Accounts

Target User Group:

WhatsApp Personal Account: Aimed at individual users for everyday social communication.

WhatsApp Business Account: Tailored for business owners, merchants, and brands for commercial communication and customer service.

Account Settings:

WhatsApp Personal Account: Provides basic personal information settings, such as name, status, and profile picture.

WhatsApp Business Account: Allows for more detailed business information including company name, address, business hours, website, email, and company overview.

Message Automation:

WhatsApp Personal Account: Lacks auto-reply functionality.

WhatsApp Business Account: Offers auto-reply features, including welcome messages, offline messages, and quick replies to enhance customer response efficiency.

Tag Management:

WhatsApp Personal Account: This does not offer message categorization and tag management.

WhatsApp Business Account: Allows the use of tags to organize and manage customer conversations, facilitating tracking of customer interaction and order status.

Analytics:

WhatsApp Personal Account: This does not offer message analytics.

WhatsApp Business Account: Provides basic analytics such as sent, delivered, read, and received messages to help businesses understand customer interactions.

API Access:

WhatsApp Personal Account: Lacks API access and cannot integrate with other business systems.

WhatsApp Business Account: Through WhatsApp Business API, businesses can integrate WhatsApp with CRM systems, customer support software, etc., for more advanced automation and customer service.

Multi-User Support:

WhatsApp Personal Account: Typically supports single-device login.

WhatsApp Business Account: Through WhatsApp Business API, multiple users can manage the same business account simultaneously, suitable for team collaboration. However, the basic WhatsApp Business account can only be logged in on four devices. If you need access to 10 devices, you need to subscribe to WhatsApp's multi-agent service, which requires an additional fee and is subscription-based.

Without Multi-Agent
With Multi-Agent

Login on up to 4 devices simultaneously
Login on up to 10 devices simultaneously

Assign names to connected devices
Assign names to connected devices

Assign conversations to agents

View the device or agent that sent a message

Message Broadcasting:

WhatsApp Personal Account: Supports sending broadcast messages but with a limited number of recipients, up to 256 users.

WhatsApp Business Account: Business accounts can achieve broader message broadcasting through API but must adhere to WhatsApp's rules and limitations.

User Trust and Verification:

WhatsApp Personal Account: No official verification process.

WhatsApp Business Account: Can obtain an official verification mark to increase user trust in the brand.

Customer Interaction:

WhatsApp Personal Account: More inclined towards informal communication with friends and family.

WhatsApp Business Account: Can customize exclusive WhatsApp links, providing a more formal customer service and interaction channel, which helps maintain a professional image.

Without WhatsApp Web
With WhatsApp Web

The link depends on your phone number
The link is customizable and easy to remember

The web page includes your business name and personal photo
The web page is indexable and includes your business name, personal photo, business hours, address, website, catalog, etc.

Enables easy creation and management of professional web pages

How to Transfer WhatsApp Personal Account Information to a Business Account

If you want to transfer chat information from a WhatsApp personal account to a business account, you first need to back up the personal account. For a detailed tutorial, refer to this article: How to Backup and Restore WhatsApp Chat Information (salesmartly.com)

After completing the backup, you can proceed to download the WhatsApp Business application from the Apple App Store or Google Play Store. During the registration process, the WhatsApp Business app can automatically identify the phone number bound to the personal version of WhatsApp on the phone.

If you need to use both accounts, you can register them separately and then integrate them through SaleSmartly. SaleSmartly seamlessly connects both accounts, allowing businesses to manage all customer interactions from a unified interface.

With SaleSmartly, businesses can not only monitor daily conversations in personal accounts but also effectively manage customer service, marketing activities, and automation processes in business accounts. This integration speeds up response times, optimizes customer experience, and ensures consistency and professionalism of information.

Frequently Asked Questions

Can customers tell if I am using a business account or a personal account?

Yes, business accounts can set more detailed business information and may obtain an official verification mark, making it clear for customers to distinguish between business and personal accounts.

Can business accounts send advertising or marketing messages?

Yes, but they must adhere to WhatsApp's rules and policies to ensure that they do not send spam or misuse the broadcasting function.

### [A Complete Guide to WhatsApp Broadcast and Bulk Messaging](https://www.salesmartly.com/en/blog/docs/whatsapp-broadcast)

If you want to send a message to multiple customers, the WhatsApp broadcast function can help you. WhatsApp's broadcast function allows you to send the same message to multiple contacts, and these contacts will not know that you have sent the same message to other contacts. Therefore, the broadcast function is very suitable for sending notifications or announcements to multiple people at once, such as offline event notifications, internal company notifications, the latest product releases, etc. With the broadcast function, you can communicate with multiple people quickly and conveniently, saving time and energy.

Introduction to WhatsApp Broadcast/Group Message Function

You may be unfamiliar with the term "broadcast function", but it is easy to understand if it is changed to "group messaging function". The information posted through the broadcast list will directly reach the recipient's "conversation list", and the recipient will not find that you sent it through the broadcast function, which is the same as when we use the group messaging function in WeChat. This function can easily check the viewing status of messages, clearly understand who has read the message and who has not read it, and can also detect the status of friends in time, whether they have been blocked/deleted.

Please note that only people who have added you as a contact in their address book can receive broadcast/group messages. If the other party does not receive the broadcast/group message, please confirm whether they are friends with you. Broadcast list is a one-to-many call method, so if you want members to be able to participate in group conversations, you should create a group.

WhatsApp Create a Broadcast List

1. Click [More Options] in the upper right corner and select [Create New Broadcast]

2. Select the members to join the broadcast list by long-pressing the friend's portrait (up to 256 people can be selected)

3. Then confirm

WhatsApp Edit Broadcast List

1. Select [Broadcast List Media] from [More Options] in the Broadcast List.

2. You can edit recipients, change broadcast list names, and delete broadcast lists

WhatsApp Business account group messaging feature

If you want to broadcast/send group messages as a business, you can use the WhatsApp Business account. First of all, the business account is more convincing, and we can add relevant business information to the business account to help customers understand the product and brand.

The most convenient thing is that the WhatsApp Business account has a [labeling] function, which allows you to send messages to specific groups of people directly based on labels and clearly distinguish different groups of people.

Limitations and solutions of WhatsApp broadcast/group messaging functions

Whether it is the personal version or the business version of WhatsApp, you can only select up to 256 users when sending group messages. Even the business version can only be logged in with one mobile phone and four web versions/computers, which is far from enough for large-scale businesses. Therefore, you need to log in to SaleSmartly to assist enterprises in WhatsApp group sending.

Log in to the SaleSmartly website, and find [Integration]-WhatsApp App/WhatsApp API-[Add Device]. For the personal and business versions, you only need to scan the QR code through the mobile app to log in. For the API version, please refer to this tutorial in the Help Center.

2. Find Create a group message plan in [Group Message] and select the WhatsApp channel. You can select multiple audiences at the same time through this channel, with no limit on the number of people, and the content is also compatible with multiple formats.

3. The recipients of the message can be filtered based on multiple attributes and behaviors, making it easier for employees to operate.

Summarize

WhatsApp’s broadcast list function is similar to WeChat’s group messaging function, except that it has a limit on the number of people. So if you need large-scale, high-frequency WhatsApp group messaging, you can directly choose to do it in SaleSmartly.

### [Five Ways to Generate WhatsApp Links! Which One Is Better for You?](https://www.salesmartly.com/en/blog/docs/whatsapp-link-5-ways)

As one of the most popular social media in the world, according to the latest statistics, WhatsApp has more than 2 billion active users and sends more than 100 billion messages every day. Therefore, when overseas companies handle business, WhatsApp is a very common communication channel. However, WhatsApp requires a phone number to add the other party, and many customers are not so willing to add friends/give others their phone numbers at the beginning.

However, there is now a way to simplify this process WhatsApp links. This is very helpful for businesses because they can start a WhatsApp conversation with potential customers immediately, simplifying a lot of steps. Let's talk about how to create a WhatsApp link.

If You Don't Have the Customer's Number: Share Your Link

Method 1: WhatsApp Business app share link

If the other party has already installed WhatsApp, we can create an account directly in the WhatsApp Business application, and the system will automatically generate a short link for the merchant organization. The other party only needs to click on the link to talk to you directly.

Steps: Find [Short Link] in [Business Tools]. Note that this feature can only be used for WhatsApp Business accounts.

Pros: Simple, official, fast to set up.

Best for: Small businesses and early-stage social commerce.

Method 2: SaleSmartly generates WhatsApp routing links

Because the official website directly generates links for WhatsApp Business accounts, if you also want to generate links for your account, you can use the Meta Business Partners-certified software SaleSmartly to generate them. SaleSmartly can also create diversion links, which can effectively receive inquiries on WhatsApp. This kind of link is associated with multiple WhatsApp accounts, and you can pre-set rules to divert customers who click on the link. The steps are as follows:

In [Robot] - [Split Link], click [Create Link]. Select WhatsApp App in the diversion channel, then select the WhatsApp account and click [Finish Creation]. Subsequent customers can also track data based on this link.

Pros: Multi-agent routing, customer source tracking, enhanced marketing workflows.

Best for: Cross-border eCommerce, customer service teams.

If You Have the Customer’s Number: Start the Chat Directly

Method 3: Create a WhatsApp link yourself

We can directly use the URL format of [https://wa.me/PHONENUMBER] and [https://api.whatsapp.com/send/?phone=PHONENUMBER] to generate a WhatsApp link, where the [PHONENUMBER] field needs to contain the full phone number. When adding an international phone number, you need to omit 0, brackets, or dashes.

Example:

Correct format:

https://wa.me/1XXXXXXXXXXXX ,

https://api.whatsapp.com/send/?phone=1XXXXXXXXXX

Wrong format: https://wa.me/+001-(XXX)XXXXXXX

Best for: Marketers or users experienced with link customization.

Method 4: Create a WhatsApp link with pre-filled content

To automatically display the pre-filled text in the conversation, you can use

[https://wa.me/Phone number?text=text content]

[https://api.whatsapp.com/send/?phone=phone number&text=text content]

Phone number: Full phone number using international format

Text content: Just fill in the content you want to send. Both Chinese and English are supported.

Examples:

https://wa.me/1XXXXXXXXXX?text=hello,SaleSmartly,

https://api.whatsapp.com/send/?phone=1XXXXXXXXXX&text=hello,SaleSmartly

Then the link will jump to the page below. Just press [Continue Chat] to continue the call.

Best for: Product pages, landing pages, and advertising CTAs.

Method 5: Broadcast a Message Using a WhatsApp Link

If you don't want to send it to a specific phone, you can use the format [https://wa.me/?text=YOURTEXT]. After clicking the link, you can select the person you want to send it to from the contact list.

Example: https://wa.me/?text=hello,SaleSmartly

Best for: Social sharing, event invites, customer re-engagement.

Summarize

You can choose which WhatsApp link to create based on the specific situation, and please note that if the WhatsApp link is created online, some functions may not be available, such as broadcasting and group messaging. Therefore, it is recommended to use SaleSmartly to create it, which can not only retain the functions of the WhatsApp App but also aggregate account information to facilitate employees' external communication.

Frequently Asked Questions

Q1: Why doesn’t the WhatsApp link work when I click it?

A: It’s usually due to incorrect phone number formatting (e.g., including +, spaces, or symbols), missing URL encoding for non-English characters, or WhatsApp not being installed on the device. Use a tool like SaleSmartly to auto-format and eliminate these issues.

Q2: Are these links secure? Is there a privacy risk?

A: WhatsApp links do not expose user data, and sending a message is entirely voluntary. For better compliance and data control, use tools with built-in permission and privacy management like SaleSmartly.

Further Reading

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers

WhatsApp Business Account Blocked? Here's Why & What You Can Do

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

### [WhatsApp Web and Desktop Version Login Tutorial and Usage Guide](https://www.salesmartly.com/en/blog/docs/whatsapp-web-and-whatsapp-desktop)

As the overseas version of WeChat, WhatsApp is an important bridge for daily external communication for people going abroad. Due to its timeliness and convenience, it has gradually replaced email and become the main tool for cross-border e-commerce and foreign trade customers to communicate.

To better serve users, WhatsApp launched WhatsApp Web and WhatsApp PC in 2015 and 2016 respectively, allowing users to reply to messages directly through computers or tablets, rather than just on mobile phones. This feature is especially useful for businesses because they usually work in front of computers and may miss messages on their phones. The launch of WhatsApp Web and WhatsApp PC will undoubtedly improve the communication efficiency between employees and customers.

How to Log in to WhatsApp Web

1. Click on the WhatsApp web link and you will see a page with a QR code.

2. Open the WhatsApp mobile app,

Android: Find the QR code logo on the settings page, click it and find [Scan QR code].

iPhone: Go to Settings > [Linked Devices] > [Link a Device].

3. After the scan is successful, confirm the login. Then you can sync WhatsApp conversations on your computer.

How to Log in to WhatsApp on PC

WhatsApp also provides a desktop app for Windows and macOS. Here's how to use it:

1. Download the app from the official WhatsApp website.

2. After the installation is complete, scan the QR code and log in according to the instructions above.

Useful WhatsApp Web & Desktop Shortcuts

WhatsApp Web provides numerous convenient shortcuts to help you perform actions more quickly. Here are some commonly used shortcuts:

Windows
Mac
Action

Ctrl + N
Cmd + N
Create a new chat

Ctrl + Shift + N
Cmd + Shift + N
Create a new group

Ctrl + Shift + F
Cmd + F
Search within a chat

Ctrl + F
Cmd + Opt + F
Search chats/calls/status

Ctrl + Shift + M
Cmd + Opt + M
Mute/unmute during a call

-
Cmd + Opt + V
Turn video on/off during a call

Ctrl + ,
Cmd + ,
Open settings

Ctrl + Shift + W
Cmd + Shift + W
Hide conversation

Ctrl + Tab
Cmd + Shift + ]
Next chat

Ctrl + Shift + Tab
Cmd + Shift + [
Previous chat

Differences Between the Web Version and the Desktop Version

1. The computer version is more secure

WhatsApp desktop version is safer than using the WhatsApp web version in a browser because WhatsApp uses end-to-end encryption. If you use the desktop version, third parties cannot read it, which can better protect the privacy of information.

2. The PC version has more features

Although WhatsApp Web provides many conveniences for users, it has some functional limitations. For example, users cannot create new groups, change group information, or send WhatsApp status updates on the Web version. Video calls and voice calls are also currently unavailable. In addition, if the phone is not connected to the Internet, the Web version will not be able to receive or send messages.

3. The web version supports multiple device logins

Starting from November 2021, WhatsApp Business Web supports multi-person use and can connect up to 4 devices (limited to 1 mobile phone). This is more important for businesses, especially for those that need multiple customer service staff.

Troubleshooting WhatsApp Web Login

1. Unable to Log In After Scanning QR Code / Loading Spinner

Causes:
● Unstable network
● Browser incompatibility or cache issues
● WhatsApp on phone not connected to the internet

Solutions:
● Ensure both phone and computer are connected to a stable Wi-Fi network.
● Clear browser cache or try incognito/private mode.
● Switch to a recommended browser (Chrome, Firefox, Edge).
● Reload the WhatsApp Web page: https://web.whatsapp.com
● Restart the WhatsApp app on your phone and scan the QR code again.

2. “Phone Not Connected” Error

Causes:
● Network interruption on the phone or app closed in the background.

Solutions:
● Ensure the phone has a stable internet connection (switch between Wi-Fi and mobile data if needed).
● Add WhatsApp to the phone’s “background lock” or “auto-start” list to prevent it from closing.
● Disable “Power Saving Mode” in phone settings.

3. QR Code Not Loading / “Try Reloading” Message

Causes:
● Network issues or browser blocking script loading.

Solutions:
● Refresh the page or press Ctrl + F5 to force refresh.
● Disable browser extensions (e.g., ad blockers) that may block scripts.
● Check if a firewall or security software is blocking WhatsApp Web.

4. Logged Out Shortly After Login

Causes:
● Browser not saving login status.
● Device logged out on the phone.
● Multiple logins are causing conflict.

Solutions:
● Check “Keep me signed in” when scanning the QR code.
● Ensure you did not manually log out from the web version on your phone.
● Check if other devices are using the same account, causing conflicts.

5. Unable to Enable Notifications

Causes:
● Browser not granted notification permissions.
● Browser does not support desktop notifications.

Solutions:
● Click the lock icon in the browser address bar and allow notifications.
● Ensure the system did not disable browser notification permissions (in Windows or macOS settings).
● Turn off “Do Not Disturb” mode or similar browser plugins.

How SaleSmartly Enhances WhatsApp Experience

1. Multi-Device Management

Although the WhatsApp web version can be logged in by 4 devices, it is easy to reply to customers at the same time due to device permission issues. In addition, 4 devices often cannot meet the needs of users. A WhatsApp Business account may require more than a dozen or even dozens of employees to maintain. At this time, we can use SaleSmartly to manage WhatsApp messages. The access method is very simple. Select the IP address of the account and scan the code to connect.

In addition, SaleSmartly can also link to the WhatsApp API number, provide self-service number registration or third-party access, and manage all WhatsApp information in one system.

2. Automatic response

SaleSmartly system can realize automatic replies by editing the AI corpus, after inputting questions and corresponding answers. Whenever a customer asks a corresponding question, SaleSmartly can automatically reply to the customer directly on WhatsApp, reducing the burden of manual customer service.

In addition, you can also set up corresponding automated processes to realize operations such as leaving information, evaluating, sending messages, sending emails, and assigning customer service.

3. Bulk messaging

SaleSmartly allows you to send group messages through the WhatsApp APP and WhatsApp API. The group message method is very simple. You just need to select the audience and edit the content. It supports multiple forms such as text, pictures, attachments, etc. You can also set the frequency of sending messages yourself to avoid the risk of being blocked due to frequent message sending.

4. Real-time translation

When dealing with overseas customers, it is easy to have language barriers. SaleSmartly has built-in translation software that can automatically translate different languages during conversations, allowing both parties to communicate without barriers.

5. Smart AI Agent Support

SaleSmartly’s HelpKonw.ai helps businesses build branded AI agents. By creating a knowledge base, AI agents can assist human agents, offering 24/7 support. They also accelerate customer conversion and reduce wait times.

Whether you use WhatsApp Web or Desktop, WhatsApp continues evolving to meet business communication needs. With SaleSmartly, companies can overcome device limits, automate service, and improve collaboration at scale.

Frequently Asked Questions

Q1: Is it safe to use WhatsApp Web?
A: WhatsApp Web uses end-to-end encryption and stays synced with your mobile device, offering a relatively high level of security. However, it's recommended to use it only on personal or trusted devices. Always log out after each session to reduce the risk of account information being exposed, especially when using public or shared computers.

Q2: Can I use WhatsApp Web without my phone being online?
A: If you've enabled multi-device mode, WhatsApp Web will continue to work even if your phone is offline. However, if this feature isn’t turned on, any disconnection from the internet or powering off your phone will cause WhatsApp Web to disconnect. To ensure stable access, enable the "Linked Devices" in your WhatsApp mobile settings.

Further Reading

A chart tells you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API

Can't receive WhatsApp verification code? Here are the reasons and solutions!

WhatsApp Business Efficiency: How to introduce WeChat Enterprise core business functions into WhatsApp

Five ways to generate WhatsApp links! Which one is better for you?

### [Step-by-Step Guide to Getting Verified on WhatsApp with a Green Tick](https://www.salesmartly.com/en/blog/docs/whatsapp-business-authentication)

There are often many fake accounts disguised as official accounts in WhatsApp. As an officially granted logo, WhatsApp Green Tick can help users accurately identify and distinguish the real official accounts and avoid being misled by fake accounts. Moreover, after the enterprise obtains WhatsApp Green Check, even if the user receives your message for the first time, the message will not display the "block" or "report" options, because WhatsApp has determined the credibility of the account, so it can enhance the authority of the account and provide users with more security protection.

Conditions for WhatsApp green tick verification:

1. WhatsApp API applied through an officially certified provider (WhatsApp Business Solution Provider)

2. Verify the Facebook Business Manager account

(1) Ensure that the account name is consistent with the company registration name

(2) Submit the business registration certificate using the administrator account

(3) Enable two-factor authentication

3. Maintain a good credit rating (you can check it in the Phone Number section of WhatsApp Manager)

Factors that affect ratings: whether the user has been blocked by other users, whether the information sent out is overly promotional, etc.

The role of credit rating: It affects the number of messages that can be sent per day. It is usually stipulated that accounts with more than 10,000 messages are more likely to apply for a green check.

4. Provide some proof that the company is reliable

You can provide information such as the company's official website, media reports, social media accounts with a certain level of activity and number of followers, etc. You can also use the company email address to register.

5. Comply with WhatsApp Business Policy and Terms

The website link is as follows:

https://www.whatsapp.com/legal/commerce-policy/?fbclid=IwAR0G20L7Yw3UflzN56zE1EOzSMcma_cAvtzgmh-BXXW5Rtmw3yldF96BGLU

6. Complete enterprise certification

Steps for WhatsApp green tick verification:

1. Go to the WhatsApp admin website and log in to your WhatsApp Manager account

2. Then go to the personal homepage

3. Find two-step verification and complete the verification as required

4. Click Submit Application

WhatsApp will usually notify you of the review result after 5 to 7 days. If the application is successful, a green check mark will be displayed automatically. If the application fails, it will not affect the use of the business account. The next application will have to wait 30 days.

5. Connect WhatsApp API to your system

Unlike the free WhatsApp Business, the WhatsApp API cannot be downloaded directly from the App Store or Google Play. Instead, you need to connect to the official API. You need to open the SaleSmartly backend to find the "Integration-WhatsApp API" page and click the "Add WhatsApp Business API Number" button. Then fill in the API Key into the system to complete the connection.

### [Avoid WhatsApp Restrictions: The Power of Traffic Distribution Links](https://www.salesmartly.com/en/blog/docs/whatsapp-blocked-diversion-link)

Recently, WhatsApp has been tightening its supervision of accounts. Frequent addition of friends or being added by personal or business accounts can easily lead to a ban. It is also becoming increasingly difficult to register an account on WhatsApp, and accounts are becoming more valuable. So we need to find some means to solve this problem. At this time, we can use diversion links to avoid the problem of being banned due to excessively concentrated traffic.

What is a diversion link?

Diverted links refer to links that can be dynamically operated by scanning. Compared with ordinary static links, diverted links can store more social accounts. Moreover, diverted links allow the content of the link to be modified while the link style displayed to the outside world remains unchanged. However, the content of static links cannot be modified after they are generated.

Diversion links apply to more scenarios. They can not only obtain information but also realize different functions according to the set rules, such as promoting websites, collecting user information, and sharing activities. Compared with traditional static links, diversion links are more flexible and practical.

Scenarios for using split links

1. Multiple WhatsApp accounts are combined into one add-friend link

Expand Description:

When making inquiries on WhatsApp, using a diversion link is a very efficient method. This link is associated with multiple WhatsApp accounts. When the customer clicks the link, the diversion of the added account can be carried out according to the pre-set rules. This diversion link can be set according to a variety of factors, such as period, number of visitors, etc. Through the pre-set rules, customers will be automatically guided to the WhatsApp account that suits them after clicking the link. Avoid the risk of account blocking after adding/being added to a large number of friends.

Usage scenario: WhatsApp inquiry diversion, WhatsApp personal account maintenance

2. Multiple WhatsApp groups merge into one group link

Expand Description:

Through the diversion link, each visitor can be directed to a different WhatsApp private domain group to ensure that the link can be used for a long time. Compared with static links, diversion links can dynamically change the link content. In this way, there will be no situation where many people rush into a WhatsApp private domain group at the same time or the private domain group is full and the link cannot enter the group.

Usage scenario: WhatsApp private group

3. Data Detection

Expand Description:

Diversion links can better track and analyze the source and conversion rate of WhatsApp inquiries. By tracking the clicks and subsequent conversions of different links, companies can better understand market reactions and customer preferences, thereby improving marketing strategies and sales processes on social media platforms. In addition, diversion links can also reasonably distribute workloads, effectively avoiding the problem of a single WhatsApp account being overused and unable to respond to customers promptly.

Usage scenario: data analysis, reasonable allocation of teamwork

How to create a diversion link in SaleSmartly

1. In [Robot]-[Diversion Link], click Create Link.

2. Edit the link name and select the diversion channel. There are three account type options: WhatsApp API, WhatsApp APP, and Telegram bot.

You can choose to let the system randomly assign you or assign you by period (e.g. weekdays and weekends)

3. Select the corresponding account that needs to be diverted and check the box on the left.

4. Click [Finish Creation] to generate an exclusive diversion link.

### [How to Recover a Blocked WhatsApp API Number: Step-by-Step Guide with Ready-to-Use Appeal & Visual Instructions](https://www.salesmartly.com/en/blog/docs/whatsapp-api-account-unblock)

The WhatsApp API is a specialized app interface set up for medium to large enterprises. Unlike personal and business accounts on WhatsApp, which can be directly downloaded from the App Store or Google Play, the API account requires official integration to connect to the API.

While the process of applying for a WhatsApp API account may be more complex, this step is quite essential for businesses. The official WhatsApp API account provides more stable services during corporate marketing activities. The identifier for a WhatsApp API account is a green checkmark (✓) next to the account name. This "green checkmark" signifies an officially verified business account, significantly enhancing the account's credibility. When marketing, this verification helps businesses gain customer trust. However, this does not mean that WhatsApp API accounts can conduct business activities without restrictions. So, let's talk about what actions might lead to a WhatsApp API account being banned and how a business can go about getting it unbanned.

The reasons for WhatsApp API account bans

Excessive Promotional Messages

Sending too many or overly obvious promotional messages can easily lead to an official ban by WhatsApp, as excessive promotion can negatively affect the experience and satisfaction of other users.

Sending Spam to Many Strangers

When an account initiates conversations with too many non-contacts (i.e., strangers) or sends spam, it violates WhatsApp's community guidelines and is likely to be shut down by WhatsApp officials.

Using Unofficial API Accounts

Acquiring or activating an API account through unofficial or third-party channels without Meta's review and certification can also easily result in an account ban.

Engaging in WhatsApp-Restricted Industries

Involvement in certain prohibited or restricted industries or domains can lead to bans. Specific examples include:

Firearms

Alcohol and Tobacco

Drugs, whether prescription, recreational, or otherwise

Healthcare products

Endangered species (wildlife and flora)

Live non-endangered animals, excluding livestock

Hazardous goods and materials

Real, virtual, or counterfeit currency, including ICOs and binary options

Body parts or bodily fluids

Business models, goods, items, or services that we determine may be or are fraudulent, misleading, offensive, or deceptive, or may be exploitative, inappropriate, or exert undue pressure on targeted demographics

Real-money gambling

Adult products and services

Dating services

Multi-level marketing

Payday loans, paycheck advances, P2P lending, debt collection, and bail bonds

How to unseal the WhatsApp API account

open your Facebook business account background， After logging in to your account information, find the View My Accounts button in the lower right corner.

2. Find out the Business accounts and click it， that's your WhatsApp API account。

3. Find out the account information at the bottom， the banned account will illustrate "Account disabled"， we click the account again.

4. Find the "Request review" and click it.

5. Finally, we enter the appeal page. We can appeal based on the different reasons why each WhatsApp API account was banned. The next step is to submit and wait for the appeal result.

WhatsApp API number appeal template (for reference only)

1. Dear WhatsApp Team,

I'm [your name] and I've had my account banned while using WhatsApp. I am very sorry to receive this news because I rely a lot on WhatsApp for communication and work.

I would like to request that my ban be lifted because I have not done anything against WhatsApp rules. I believe this is a misunderstanding, so I ask you to help me recover my account.

I provide the following information to help you understand:

● My account is [your account name], which I have been using for a long time and have not violated any WhatsApp rules.

● My mobile number is [your mobile number] and I don't have any violations when I use WhatsApp.

● I didn't send spam, false information, or anything else that violated the rules on WhatsApp.

● I have a lot of respect for the rules and terms of WhatsApp and I promise that I will continue to abide by them.

Please process my appeal as soon as possible, I desperately need my account reinstated. Thank you for your time and attention.

Best regards,

[Your Name]

2. Hello!

My WhatsApp account was suddenly disabled without any prompts. This is a commonly used communication tool for our work It is very important to us. Please restore it. If improper operation violates the rules, please tell me directly, and I will strictly abide by it in the future.

thank you very much!

I wish you success in your work！

Summarize

Currently, it is quite troublesome to operate a WhatsApp account in China. Whether it is a personal account, business account, or API account, it is easy to be blocked. Therefore, it is best to find information in Hong Kong, and  China to register at the beginning, which can effectively reduce the risk of being banned. If you are banned later, there is no need to be afraid. As long as there is no violation of the regulations, the official will handle it after sending the appeal email.

### [How to Know If Someone Has Blocked You on WhatsApp](https://www.salesmartly.com/en/blog/docs/whatsapp-check-blocked)

How to know if your WhatsApp is blocked?

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How to Know If Someone Has Blocked You on WhatsApp

Have you ever wondered how to know if someone has blocked you on WhatsApp? If you are messaging a contact but never get a reply, that person may have blocked your number.

To avoid unwanted conversations, WhatsApp enables users to stop receiving messages from people they don’t want to contact. The feature may also be useful to you and help block spam messages as well.

Although, if you are the one who has been blocked, it is easy to find this out. If a user has blocked you, you will not be able to access certain details.

1. Check the "Last seen" status

When you open a chat with someone on WhatsApp, at the top of the screen, next to the name and profile picture, you can see when the person last opened WhatsApp. For example, if it says "Online" or "Last seen at 2:35 pm".

Image showing WhatsApp's last seen status:

If you don’t see your “last seen” status, it could be a sign that you’ve been blocked. However, don’t jump to conclusions. WhatsApp enables people to hide when they were last on the app. The only thing the app doesn’t allow to take off is showing when you were online.

2. Look at the profile picture

Another indicator of how to know if someone has blocked you on WhatsApp is to check the profile picture. You will not be able to see when a user changes their profile picture. The only image that will appear in front of you is the profile picture that the person was using when your number was blocked.

This detail alone isn't enough to determine if you've been blocked, since you won't know if the person changes their profile picture. However, if it's someone who frequently uses different profile pictures, it could be a sign. You'll need to look out for several factors to be sure.

3. Look at the check mark

If someone blocks you on WhatsApp when you send them a message, there will only be a check mark indicating that the message was not delivered.

Check marks are used to track each message. One check mark means the recipient did not receive the message, two gray check marks mean the message was delivered but not read, and two blue check marks mean the message was read.

Keep in mind that WhatsApp allows users to deactivate the "read" confirmation, in which case you'll only see two grey checkmarks. However, when you're blocked, it won't even appear, unless there are connection issues, and a single checkmark symbol is a strong indication that the contact has blocked you.

4. Try calling them on WhatsApp

Blocked contacts can’t make WhatsApp calls to the person who blocked them. If your call never goes through, it could be a sign. However, a poor internet connection could also be the reason, so try calling multiple times.

5. Add contacts to the WhatsApp group

When it comes to how to know if someone has blocked you on WhatsApp, test adding that person to a WhatsApp group. If you are truly blocked, then you will not be able to include that person in a group.

6. How to block someone on WhatsApp

Now, if you are the one who receives the unwanted messages, you can also block users on WhatsApp. Just follow these steps:

1 — Open WhatsApp;

2 — Click on “Settings”;

3 — Click on “Account”;

4 — Click on “Privacy”;

5 — Click "Blocked";

6 — Click Add New and select the user you want to block.

Another option to block contact is to click on their name in the WhatsApp Chat section and then click on the top of the screen to open the person's profile. Scroll down and at the end of the page, you will see the Block option.

7. How to unblock someone on WhatsApp

So, have you blocked a contact on WhatsApp but you want to hear from this person again? It's simple to do so. All you have to do is:

1 — Access WhatsApp privacy settings;

2 — Click Blocked, then tap the number you want to unblock;

3 — Scroll down to the end of the screen and click Unblock.

Pay attention to details to know if someone has blocked you on WhatsApp

As you can see, there is no direct way to know if someone has blocked you on WhatsApp. All you can do is follow the steps above. If you are unable to complete any of the suggested actions, the chances of you being blocked are very high.

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### [WhatsApp Business Account Blocked? Here’s Why & What You Can Do](https://www.salesmartly.com/en/blog/docs/whatsapp-account-blocked-unblock)

WhatsApp Business account blocked? Common reasons for blocking

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WhatsApp Business Account Blocked? Here’s Why & What You Can Do

Author: SaleSmartly

At present, WhatsApp, as one of the important platforms in the global instant messaging field, has become the preferred tool for enterprises in marketing and communicating with customers. However, long-term and high-intensity marketing activities can easily lead to the sudden ban of WhatsApp Business accounts, making it impossible to use the account. Even if you appeal and ask the official to unblock the account later, you still need to wait for a while. During this period of time, the account is still unusable, which can easily lead to the loss of customers or failure of chat orders.

This article will discuss the reasons why WhatsApp Business accounts are blocked from multiple perspectives and tell you how to avoid it.

Reasons why WhatsApp Business accounts may be blocked

1. Send advertising information

The risk of being blocked for sending advertising information in bulk is relatively high. Merchants eager to promote their products and services may frequently send marketing information to users. When these marketing information contain too many links or explicit promotional words, they are easily identified and blocked by the system, and the account is then classified as a marketing account, which carries a high risk of being blocked.

2. Automatically or massively send messages in a short period of time

In addition to not sending too many advertising messages, sending ordinary messages automatically or in large quantities in a short period of time is also easy to be detected by the system, especially using third-party software to automatically send a large number of messages is the most likely to be recognized by the system. Therefore, do not try to use WhatsApp to send a large number of messages, automatic messages or automatic outgoing calls, and do not send the same promotional information to different contacts at the same time.

3. Being reported multiple times in a short period of time

If you are frequently reported by recipients, your account can easily be banned. So businesses should always remember that when it comes to promotions, don’t be too annoying.

In addition, WhatsApp will use AI technology to detect abnormal activities and ban accounts that send messages automatically without authorization and users who frequently use automation to send messages.

4. Violation of WhatsApp's Terms of Service

It is prohibited to post false news and hate speech, engage in illegal, threatening, intimidating, send hate speech and racial or ethnic discrimination on WhatsApp.

5. Excessive broadcast messaging

If your contacts have added your phone number to their address book, they will only receive messages sent from the broadcast list. However, if you use broadcast messages too frequently, it can easily lead to your messages being reported. At the same time, if WhatsApp receives multiple reports, it will consider this an abuse of broadcast messages, and your account will be banned.

What to do if you are banned

If your WhatsApp Business account is disabled and your business relies heavily on WhatsApp Business for marketing activities, the only way out is to file a complaint with WhatsApp Business. In addition to filing a complaint, we also need to understand what actions to take in the future to avoid the account being banned again. Because multiple short-term bans can easily lead to long-term permanent bans.

As a huge private traffic pool, WhatsApp Business is indeed the first choice for many brands, especially independent website merchants, for publicity and marketing. However, if you don’t understand the “rules of the game”, it will become very tricky. Therefore, in subsequent marketing activities, companies are better off paying more attention to the following points:

1. Don't send messages in batches

If your account is blocked for sending automated or large numbers of messages in a short period of time, it is important to limit the number of messages you send at a time and send them in batches.

2. Stop the hard sell

If you push hard, it is easy to annoy customers and increase the chances of them reporting you. So we can reduce the sending of some "hard ads" and send some holiday greetings on weekdays, treating them as friends. This is conducive to building long-term relationships between companies and customers, and can really improve customer loyalty!

3. Always be patient

The desire for quick success and instant benefits is the main reason why many accounts are permanently blocked. If your account is blocked again, it is easy to be permanently blocked by the system. Therefore, companies should focus on the characteristics of WhatsApp and combine the brand tone, and patiently carry out effective and interesting publicity to truly achieve marketing conversion.

Apply for WhatsApp Business API corporate account

Of course, another best measure is to use the official WhatsApp Business API corporate account. For some companies, as their business grows, they need to reach more messages to a wider range of people faster. For example, ordinary WhatsApp Business accounts are officially launched for small and medium-sized enterprises, and are also called "SMB" (Small and Medium-sized Business) accounts. They are only suitable for some basic marketing activities and are not suitable for corporate use.

In comparison, WhatsApp Business API corporate accounts have relatively low requirements for infrastructure such as hardware, IP, and network cables, and do not require account maintenance, let alone the risk of account suspension. As an officially provided commercial marketing solution, WhatsApp Business API corporate accounts have long durability and truly achieve zero risk, allowing large and medium-sized enterprises to safely connect with customers around the world.

SaleSmartly is the software with the most channels on the market. Users can connect all WhatsApp Business API accounts together through SaleSmartly . No official application is required, and no long review period is required. With simple and convenient operation, you can have a WhatsApp Business API account and start automated marketing. WhatsApp Business API accounts can also send messages to an unlimited number of contacts according to their level, making it easy to send messages on a large scale, greatly improving work efficiency.

Recently, SaleSmartly has also launched a new feature called "Automatic Registration of WhatsApp Business API Enterprise Accounts". If you don't want to purchase a platform account, you can register a WhatsApp Business API enterprise account on SaleSmartly . The registration process is quick and simple, and there is no limit on the number of registrations, which helps expand the scale of corporate API number usage.

Just find [Integration] in the left menu bar of SaleSmartly , then select [WhatsApp Api] and click self-service registration.

Summarize

WhatsApp is one of the most important marketing channels for enterprises going overseas, so it is very important to ensure the stability of the account. If a large number of marketing activities are required, it is best to register a WhatsApp Business API enterprise account, and then integrate it through SaleSmartly, a professional software officially authorized by WhatsApp. This will help enterprises maximize the commercial benefits of WhatsApp.

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WhatsApp anti-blocking (Part 5): Obtaining user permission

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WhatsApp Account Protection(Part 5): User Permission

Author: SaleSmartly

According to WhatsApp's business policy, businesses must first obtain permission from users before they can actively send messages to customers outside the 24-hour period. The reason why WhatsApp sets such a rule is mainly to ensure the user experience. After all, no one wants to receive a large number of promotional messages that they are not interested in.

If users receive messages from businesses that they did not choose to receive, they may block or report the business. These user feedback signals will affect the merchant's number quality score, and the official will limit the number of messages sent to merchants with too low quality scores over a period of time.

If you receive too many blocks and reports, your account is likely to be blocked, so if you want to ensure that your account is in normal status, you need to obtain the user's permission in advance. Next, we will tell you how to obtain the user's subscription permission.

Comply with requirements

To obtain the user's subscription permission, you can use a variety of methods both inside and outside of WhatsApp, but you must follow the following requirements when obtaining the user's permission to receive messages:

Must clearly state that the user has opted in to receive messages from the business through WhatsApp·Must clearly state the name of the business from which the user has opted in·Must comply with applicable laws

Method for obtaining user's permission to receive messages

As long as the method for obtaining the user's permission to receive messages meets the above requirements, it will also comply with the relevant policies. The following are examples of methods that can be used to obtain the user's permission to receive messages:

1. SMS Website WhatsApp session By phone (using an Interactive Voice Response process)
2. In person or in writing (customers can opt in to receive messages by signing a physical document)

We strongly recommend that you optimize the user experience when designing the process of obtaining user permission to receive messages.

Useful tips

Merchants should continuously optimize the user experience when obtaining user permission to receive messages. For example, merchants should:

1. Be clear about the messages users want to receive.

Get the types of messages that users have chosen to receive, including the different message categories you can send (e.g., order updates, related services, product recommendations, etc.). Get opt-in permissions for each user by specific message category. This reduces the risk of users blocking your business due to unwanted messages.

2. Provide clear instructions

Tell users how they can opt out of receiving certain categories of messages, and respect those requests.

3. Clarify the process

Make sure the process for users to opt in and opt out of receiving messages is clear and intuitive.

Promoting high-quality conversations between users and businesses remains WhatsApp's top priority. To successfully develop your business on WhatsApp, you need to provide customers with a good experience and obtain a high number quality score. In the next article, we will tell you how to monitor the number quality score. Please continue to pay attention to our official account.

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WhatsApp anti-blocking (Part 4): Template quality monitoring

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WhatsApp Account Protection(Part 4): Template Quality Monitoring

Author: SaleSmartly

In the WhatsApp anti-ban content shared last week, we introduced practical tips for reducing the number of reports or complaints about your account - adding an unsubscribe button to the message template and creating a high-quality unsubscribe experience.

Message templates are used to initiate conversations with customers. However, unlike other types of messages, message templates allow you to send messages to customers who have not yet initiated a conversation with you, or to send messages again to customers who have not sent you a message in an existing conversation within the last 24 hours.

According to WhatsApp's official policy, message templates created by merchants must be approved before they can be sent to customers.

Additionally, based on customer feedback, the system can automatically disable templates and only send them to customers after the message template quality score improves or no longer violates WhatsApp Business policies.

Therefore, in addition to adding an unsubscribe button to the message template, creating high-quality message templates and monitoring the quality of the templates are also aspects that must be considered to avoid having your WhatsApp account blocked.

Below we will introduce you in detail the precautions when creating and using message templates to help you understand how to monitor the quality of templates.

Template creation

You can create message templates manually using WhatsApp Manager and submit them for review. Alternatively, you can create message templates programmatically using WhatsApp Business - Message Templates. After entering WhatsApp Manager - Overview , select the account whose templates you want to manage, click "Create Template", fill in the form, then click Add Example to add the example values to the template, and finally click Submit to submit the message template for review.

Review process

The message template review takes up to 24 hours. Once the review is completed, a notification will be displayed in the WhatsApp management tool, and the system will also send an email to your business platform administrator. In addition, if you have subscribed to the message template status change service, the system will also send a webhooks notification.

If the message template is approved, its status will be set to Active – Quality pending , and you can start sending it to your customers. If the message template is not approved, you can edit the template and resubmit it for review, or you can appeal the decision.

1. Samples

WhatsApp strongly recommends including examples before submitting your template for review. Using examples, you can provide examples of media assets and text values for all media or text variables that your template requires. This makes it easier for the system to visually understand how the template will appear to customers.

Additionally, if your submission is not reviewed and the decision is made to appeal, you will be asked to include examples in your appeal, so it is a good idea to include examples in your initial submission.

To include examples in your submission, create a template, add any variables you need, and then click the Add Examples button. The preview pane will display any media asset examples or text value examples you provided.

2. Common reasons for failure to pass the audit

Common reasons why submissions fail review are as follows, so make sure you avoid these mistakes when creating your message templates.

The variable parameter is missing or the used curly braces do not match. The correct format is {{1}}.
Variable parameters contain special characters such as #, $, or %.
Variable parameters are not continuous. For example, {{1}}, {{2}}, {{4}}, {{5}} are defined, but there is no {{3}}.

The message template contains content that violates WhatsApp's business policy:
When you sell goods or services, WhatsApp will consider all messages or media related to such goods or services (including any descriptions, prices, fees, taxes and/or any legally required disclosures) as part of the transaction, and all transactions must comply with the WhatsApp Business Policy.

The message template contains content that violates WhatsApp Business policy:
Do not request sensitive identifying information from users. For example, do not ask someone to share their full payment card number, financial account number, ID number, or other sensitive identifying information. Also, do not request files from users that may contain sensitive identifying information.

· Partial identifying information may be requested (for example, the last 4 digits of a Social Security number).

The content is abusive or threatening, such as threatening customers with legal action or threatening to publicly humiliate customers.
The message template is a duplicate of an existing template If the wording in the body and footer of the submitted template is the same as the relevant content of the existing template, the duplicate template will not pass the review.
You can check your account content quality notifications to see if there is content in your existing templates that has the same name and language as the duplicate template that failed review. You can also choose to edit the template and resubmit it. Please note that this check does not apply to one-time password templates.

If the quality of the message template becomes low, it will be suspended. When modifying or creating a new template, you should try to avoid highly similar content. If you have received a template warning and continue to create a template with similar content, it will be regarded as not making rectifications and violating official policies, which will result in the account being banned.

Message template status

A template has the following states.
Under review: This means the template is still under review. The review may take up to 24 hours.
Failed Review: The template failed the review process. Please refer to Appeal.

· Enabled – Quality pending: Quality feedback has not yet been received from customers on the message   template.

· Enabled – High Quality: The template has received little or no negative feedback from customers.

· Enabled – Medium Quality: The template has received negative feedback from multiple customers and may soon become Paused or Disabled.

· Enabled – Low Quality: The template has received multiple negative customer feedback.

You can send message templates in this state to customers, but this template is in danger of being suspended or disabled soon, so it is recommended that you resolve customer reports as soon as possible.
Suspended: The template has been suspended due to negative customer feedback.

Disabled: The template has been disabled due to negative customer feedback or violation of one or more policies.

You cannot send message templates with this status to customers, but you can edit disabled message templates and request an appeal.
Request for appeal : Indicates that an appeal has been requested.

Monitoring Status Changes

The status of a template can change automatically based on a review decision, appeal outcome, or quality rating change. Since only message templates with an enabled status can be sent to customers, WhatsApp recommends that you subscribe to the message_template_status_update webhook field to be notified of any template status changes.

Quality Rating

Each message template is rated for quality based on usage and customer feedback.
When a message template's status is Enabled, its rating will be displayed in WhatsApp Admin Tools and will be shown after a hyphen in the message template's status:

1. Enabled – Quality pending (highlighted in green)
2. Enable – High Quality (highlighted in green)
3. Enabled – Medium quality (highlighted in yellow)
4. Enabled – Low Quality (highlighted in red)
Approved message templates are initially rated as Quality Pending. If negative feedback continues to be received for a specific message template, the status of this template will eventually change.
As long as the status of a message template is Enabled, you can send it to customers regardless of the quality score.

However, after the status of a message template is changed to any other status, you cannot send this template to customers unless the status is changed back to Active.

Template Pause

If a message template is in the lowest quality rating (status is Enabled – Low Quality), the template is automatically paused for a period of time to protect the quality ratings of phone numbers using the template. The suspension durations are: 3-hour suspension; 6-hour suspension and disabled.

The suspension will not initially affect the company phone number used to send message templates, nor will it result in a reduction in the phone number's messaging limit. Other high-quality message templates can continue to be sent using this phone number.
However, if the company continues to send message templates with low-quality status, this phone number may eventually be affected.

1. Cancellation of suspension

After the above pause duration is reached, the template will unpause itself. If any automated messaging campaigns that depend on the paused template are not paused, they should start working again. However, it is recommended to pause all campaigns that depend on the paused template before unpausing it, as the API will always reject your request.

The quality rating of a template is also reset to a specific value based on recent feedback received from customers about the template.

Complaints

If your submission is not approved, you can file an appeal. Please note that you must include an example when you appeal. If an approved template becomes disabled, you can also edit the template and resubmit it for review. WhatsApp will review the appeal and make a decision within 24 hours.

The above are the things you need to pay special attention to when using message templates. When using WhatsApp for marketing, please closely monitor the status of your message templates and be familiar with relevant policies to avoid your message templates being disabled or your account being banned, which will affect your business development.

Next we will introduce you to the relevant content of number status monitoring, please stay tuned!

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WhatsApp Account Protection (Part 3): How to Add an Unsubscribe Button

Author: SaleSmartly

The content and behavior are in compliance with the business policies set by WhatsApp, but do you know why the account was still blocked by WhatsApp officials?

As mentioned earlier, if a WhatsApp account receives too much negative feedback, the official may limit or cancel access or use of WhatsApp business products. In short, if a large number of reports or complaints are received from users, the account may also be blocked. In this article, we will tell you a trick to reduce reports or complaints - add an unsubscribe button in the message template and create a high-quality unsubscribe experience.

Add an unsubscribe button

If there is no unsubscribe button in your message template, customers who do not want to receive your follow-up messages can only click on the options in WhatsApp to block your business, such as blocking or reporting. Therefore, it is necessary to provide customers with an unsubscribe button. Customers will choose to click the unsubscribe button directly because it is convenient and quick. Providing customers with the option to unsubscribe in your message template can effectively reduce the probability of being complained or reported, and ensure that your business can continue.

How to create an unsubscribe button

1. Bind your account to SaleSmartly , and then find [Automated Process].

2. Select the corresponding account channel and click Create Process.

Trigger: Visitor sends a message - exact match - fill in the unsubscribe keyword (such as stop)

Add a visitor tag: You can name the tag yourself. Only company employees can view it and it will not be shown to customers.

3. When sending group messages/emails, add a sentence at the end of the article: If you need to unsubscribe from this type of messages, please reply stop.

Then the system will automatically classify customers who reply to stop as unsubscribed.

If it is a WhatsApp business account or API account, you can add an introductory message and unsubscribe button when applying for the template information, so that customers can unsubscribe more conveniently.

4. When sending group messages in the future, remember to filter the recipients.

Select [Advanced Filter] - [Visitor Tag] - [Value Does Not Contain] - [Unsubscribe]

After setting, the information will no longer be sent to customers who have unsubscribed.

Benefits of adding an unsubscribe button

Can initiate more conversations

Some social media, such as WhatsApp API, have a limit on the number of messages sent, which determines how many conversations a business can actively initiate with a single customer within 24 consecutive hours. Different restriction levels have different numbers of conversations that can be initiated, for example, 1,000, 10,000, 100,000, or unlimited.

The more customers block your message templates, the higher the limit on the number of messages you will be subject to. After setting up an unsubscribe button, you can effectively block some customers who do not want to receive messages, reduce customers' blocking of your messages, and thus ensure the limit on the number of messages sent by the WhatsApp API number.

Stay connected with customers instead of being blocked

If you are blocked by a customer because of marketing messages, you will no longer be able to keep in touch with them. However, if you add an unsubscribe button to your marketing messages for customers to choose, they can click the unsubscribe button instead of blocking, so that you can still keep in touch with them normally and provide transactions and customer service.

Better understanding of customer preferences

Currently, many social media channels do not have a way to see which customers have blocked you, but if you add an unsubscribe button, you can clearly see which customers want to block your marketing information. This can better understand their preferences and preferences, and provide better services based on this factor. And this can also help you understand and improve your marketing information.

Create a high-quality unsubscribe experience

Before setting up your unsubscribe button, it’s important to understand how to create a high-quality unsubscribe experience for your customers.

Respect all unsubscribe requests

Stop sending marketing messages to customers who have chosen to unsubscribe after they click the unsubscribe button. Otherwise, you will create a negative experience for your customers and make them even angrier. This will most likely lead to more complaints and reports, which could result in your account being blocked.

Send confirmation messages to customers who request to unsubscribe

After customers click the unsubscribe button, send them a confirmation message and add a cancel button below the message to help customers who change their minds or accidentally click the unsubscribe button to cancel the unsubscribe. The confirmation message can also ask customers why they choose to unsubscribe and what kind of information they prefer to receive, which can help your business improve marketing information and audience targeting.

Identify messages to add unsubscribe buttons to

In reality, not every marketing message needs an unsubscribe button, as this is likely to encourage customers to opt out. We think you’ll be most effective if you include an unsubscribe button in the following types of messages:

The first message a customer receives from your business

The first message after a long period of no marketing

Messages sent to customers who have not subscribed

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WhatsApp anti-blocking (Part 2): Compliance with regulations

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WhatsApp Account Protection (Part 2): Operational Guidelines

WhatsApp Business: Products and Compliance Guidelines

Before diving into the specific usage regulations, let's first introduce the current WhatsApp Business product offerings. According to WhatsApp’s official documentation, WhatsApp Business products include:

WhatsApp Business App

WhatsApp Business Solutions, which comprise the WhatsApp Business Client and WhatsApp Business API. If you use WhatsApp Business Solutions as a service provider on behalf of your clients, these policies apply to both you and your clients.

Any future WhatsApp Business products or features that WhatsApp may introduce for businesses.

Regardless of whether you are using the WhatsApp Business App or WhatsApp Business Solutions, all usage must comply with the following policies.

Creating a High-Quality Experience on WhatsApp Business

Adhere to any guidelines and instructions outlined in technical and product documentation.

Maintain an accurate and up-to-date WhatsApp Business profile, including customer support contact details such as email addresses, website URLs, and phone numbers. Businesses must ensure that all information is truthful and must not impersonate other companies or mislead customers regarding their business identity.

You may only contact WhatsApp users under the following conditions: You must respect user requests to block, opt out, or otherwise discontinue communication, including removing them from your contact lists when requested.

WhatsApp Business Solutions (WhatsApp Business API) Specific Terms

The following sections on Opt-in Requirements and Acceptable Message Types apply specifically to businesses using WhatsApp Business Solutions (WhatsApp Business API).

Opt-in Requirements

Before sending messages to users on WhatsApp, you must first obtain explicit opt-in consent from them, confirming their willingness to receive messages from your business. The opt-in process must:
(a) Clearly state that the individual is agreeing to receive messages via WhatsApp.
(b) Clearly specify the name of your business.

As a business, you are solely responsible for determining the method by which users opt in.

Acceptable Message Types

Businesses can only initiate conversations using pre-approved message templates (as defined in WhatsApp’s documentation). All templates must comply with WhatsApp’s terms and policies and may only be used for their designated purposes. WhatsApp reserves the right to review, approve, or reject any message templates at any time.

If a user initiates a conversation with your business, you may respond freely within a 24-hour customer service window (i.e., within 24 hours of the user’s last message).

Beyond the 24-hour window, businesses can only send messages using approved templates, which may incur fees determined by WhatsApp.

When responding within the 24-hour window, businesses may use automation. However, businesses must also provide clear escalation paths to live agents. Acceptable escalation options include:

Data Protection and Regulatory Compliance

Businesses must obtain all necessary notices, permissions, and consents before collecting, using, or sharing users' content and information. This includes maintaining a publicly available privacy policy and complying with all applicable laws.

Except for the content within the message thread itself, businesses must not use WhatsApp-obtained customer data for any purpose other than reasonable customer communication needs.

Do not request or share users’ full payment card details, financial account numbers, personal identification numbers, or any other sensitive information.

WhatsApp must not be used for telemedicine services or for sending or requesting any health-related information. WhatsApp may limit the reach of accounts that attempt to do so.

Businesses are strictly prohibited from forwarding or sharing customer conversations with any third party.

Prohibited Organizations and Content

Organizations or individuals engaged in terrorist activities or organized crime are strictly prohibited from using WhatsApp Business products.

WhatsApp Business products must not be used to facilitate, promote, or organize criminal activities, including any form of harm to people, businesses, or animals.

Businesses may not engage in discriminatory practices or imply bias based on personal characteristics, including but not limited to race, ethnicity, color, nationality, citizenship, religion, age, gender, sexual orientation, gender identity, family status, marital status, disability, or genetic conditions. Businesses must comply with all anti-discrimination laws.

News organizations that primarily publish news content must register as a News Page on Facebook.

If your primary business involves goods or services prohibited by WhatsApp’s commercial policies, your organization may be banned from using WhatsApp Business products.

Messages must not contain offensive content, including pornographic material, as determined by WhatsApp.

Policy Enforcement

If your business receives excessive negative feedback, causes harm to WhatsApp or its users, or violates WhatsApp’s terms or policies (including encouraging others to do so), WhatsApp may restrict or terminate your access to WhatsApp Business products.

WhatsApp reserves the right to limit or revoke access to its services if businesses violate its policies, such as sending unauthorized mass messages.

Conclusion

The above guidelines summarize the essential compliance requirements for businesses using WhatsApp Business products. If you conduct business on WhatsApp, it is critical to understand and adhere to these policies, as they play a key role in preventing account suspensions and ensuring seamless business operations.

In our next article, we will discuss how implementing an opt-out option can reduce customer complaints. If your business is facing similar challenges, stay tuned for our upcoming updates.

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WhatsApp Account Protection (Part 1): Product and Content Compliance

WhatsApp’s Market Dominance and Compliance Risks in Cross-Border E-commerce

WhatsApp: The Leading Social Media Platform for Global Business

According to industry reports, WhatsApp’s active user base now accounts for one-fourth of the global population, making it the most popular social media platform worldwide. Its massive user base and ease of information sharing have positioned WhatsApp as a powerful channel for cross-border e-commerce brands looking to expand their business.

However, many businesses leveraging WhatsApp for customer acquisition and management face a common challenge—account suspension. There are multiple reasons why an account may be banned, and in this article series, we will explore these risks in depth. Understanding and avoiding these pitfalls can help safeguard your business from unnecessary disruptions.

The Primary Cause of WhatsApp Account Suspension: Non-Compliant Products & Content

The most fundamental reason for WhatsApp account bans is non-compliance with its product and content policies. When selling or promoting products and services on WhatsApp, all associated messages, pricing details, and descriptions are considered part of a commercial transaction. WhatsApp strictly prohibits transactions involving certain categories of goods and services. Failure to comply with these regulations will result in immediate account suspension.

To ensure your business remains compliant, carefully review the following prohibited product categories and verify that your offerings do not fall into these restricted areas.

Prohibited Products and Services on WhatsApp

1. Pharmaceuticals and Related Products

The sale of illegal drugs, prescription medications, or recreational substances is strictly prohibited. This includes, but is not limited to:

Narcotics and drug paraphernalia

Prescription drugs such as Amoxicillin and Cephalosporins

2. Tobacco Products and Accessories

Selling cigarettes, cigars, electronic cigarettes, hookahs, and other smoking accessories is not allowed. However, clothing or merchandise featuring tobacco brand logos is permitted.

3. Alcoholic Beverages

WhatsApp prohibits transactions involving alcoholic drinks, alcohol production kits, or related equipment. However, businesses may sell:

Books or DVDs related to alcohol

Accessories such as wine glasses, coolers, and racks

4. Unsafe Dietary Supplements

Promoting dietary supplements classified as unsafe by WhatsApp is not allowed. This includes:

Anabolic steroids, chitosan, dehydroepiandrosterone (DHEA), ephedra, and human growth hormones

5. Weapons, Ammunition, and Explosives

Businesses cannot sell firearms, ammunition, fireworks, or any explosives. This includes:

Guns and gun parts

Taser devices

Pepper spray

Paintball guns

Gun show promotions

6. Live Animals & Animal Parts

The sale of live animals, poultry, animal body parts (bones, teeth, organs, secretions), taxidermy, and animal remains is strictly prohibited. Additionally, WhatsApp does not allow sales of:

Leather, fur, or skins from cats, dogs, or endangered species
However, businesses may sell pet-related products (e.g., toys, collars, cages) and offer pet services such as grooming and boarding.

7. Adult Products and Services

WhatsApp prohibits the promotion of adult toys, content, or escort services. However, contraceptive and family planning products are allowed if targeted to users aged 18+.

8. Human Body Parts & Bodily Fluids

Items such as blood, organs, tissues, teeth, and hair extensions cannot be sold. However, blood donation centers are permitted to promote their services.

9. Medical Devices & Healthcare Products

Businesses cannot sell medical devices, nicotine-containing smoking cessation products, or health monitoring equipment. This includes:

Thermometers

Bandages, braces, and medical test kits

Nicotine patches, gums, and inhalers

Contact lenses

10. Real Money Gambling Services

Businesses cannot promote or facilitate gambling, skill-based gaming, or lotteries.

11. Devices for Unauthorized Digital Media Access & Electronic Interference

WhatsApp prohibits the sale of devices or software that:

Allow unauthorized access to digital content (e.g., movies, music, broadcasts)

Disrupt or interfere with electronic systems (e.g., jamming devices, surveillance tools)

12. Digital & Subscription Services

Businesses cannot sell digital content, digital subscriptions, or digital accounts. This includes:

Streaming service accounts

Online gaming accounts

13. Real, Virtual, or Counterfeit Currency

Transactions involving cash, coins, counterfeit currency, digital or cryptocurrencies, banknotes, and checks are strictly prohibited.

14. Copyright-Infringing Products

Businesses cannot sell products that violate third-party intellectual property rights. This includes:

Counterfeit or pirated goods

Unauthorized copies of movies, TV shows, broadcasts, games, and music

15. Misleading, Deceptive, or Offensive Products

Promoting fraudulent, misleading, or offensive schemes or products is not allowed. Examples include:

Multi-level marketing (MLM) schemes

One-cent auctions

Initial Coin Offerings (ICO) and binary options

16. Discriminatory Content

Products and promotions must not contain or encourage discrimination based on race, color, gender, family status, genetics, or physical condition.

What’s Next? Understanding WhatsApp’s Policy Violations & Best Practices

If your products and content fully comply with WhatsApp’s commerce policies, the next step is to ensure your operational activities do not trigger policy violations. In the next article, we will explore:

Common operational mistakes that lead to WhatsApp bans

Best practices for maintaining a compliant business presence on WhatsApp

Stay tuned to safeguard your business and maximize the benefits of WhatsApp as a global sales and customer engagement platform.

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How to Integrate Your WhatsApp App Account: A Step-by-Step Guide

As conversational commerce becomes increasingly popular, cross-border e-commerce operators use the marketing functions of communication applications such as WhatsApp and Facebook Messenger, which can not only "add icing on the cake" to business promotions and empower potential customers, but has even become a basic capability to maintain the business model.

As one of the most popular mobile communication apps in the world, WhatsApp has 2 billion monthly active users and has become the "global social leader". It also holds the largest market share in many countries around the world. To grasp conversational commerce and use this marketing model to achieve business development goals, WhatsApp is the best choice.

However, due to the limitations of WhatsApp itself, users can only log in to one account on the same device. But we usually have multiple WhatsApp accounts when doing cross-border foreign trade, so we can create an account matrix, maintain multiple accounts, divert traffic, and reduce the risk of account suspension.

Based on the above pain points, as a one-stop intelligent customer service tool, SaleSmartly has launched the WhatsApp App channel under everyone's call! The integration method is super simple, as long as you have an account, you can connect by scanning the code!

Knowledge Card: 3 Types of WhatsApp Numbers

WhatsApp personal number

The regular WhatsApp Messenger app is available for free download on Android and iOS and is mostly used for personal messaging. Like other instant messaging apps, it allows one-on-one chats, group chats, audio and video calls. A personal WhatsApp account doesn't offer much help to business owners, as businesses need more options.

WhatsApp Business Account

WhatsApp Business Account is a standalone free application designed for businesses. It provides small and micro businesses with the most basic communication functions such as one-to-one chat and group chat. Although WhatsApp Business Account can be operated on the same mobile phone, the account needs to be bound to a separate phone number. It is usually recommended to use dual SIM cards to manage personal WhatsApp and business accounts, so that the contact list can be separated to comply with regulations.

WhatsApp Business accounts can add company images, business hours, websites and physical addresses to profiles. WhatsApp offers many business tools to simplify and manage messaging, such as QR codes that connect directly to company conversations.

WhatsApp Business API

WhatsApp Business API allows the use of all WhatsApp marketing tools and is designed for medium and large enterprises. The difference from WhatsApp business accounts is that API can have unlimited users and devices under one z account, providing more effective customer support and message marketing functions.

WhatsApp Business API can import customer contacts stored in the company's CRM list. You can choose broadcast messages as a marketing supplement and customize broadcasts using WhatsApp approved templates. In addition, using the API, broadcasts can be sent to an unlimited number of recipients, and recipients do not have to save the company's number to receive the message.

PS: As an auxiliary marketing tool, SaleSmartly has launched the WhatsApp Business API rental service since last year. This time, the upgrade of WhatsApp App supports access to both personal and corporate accounts.

What are the benefits of connecting to WhatsApp number in SaleSmartly?

Don't worry if you have too many accounts, we can help you split the traffic with teamwork

As mentioned above, those doing cross-border foreign trade generally have multiple WhatsApp accounts, which will lead to problems such as cross-platform and multi-account management. They need to use multiple devices or frequently switch accounts to work. This method is not only inefficient, but also affects customer service and workflow.

With unified access to SaleSmartly, not only can you reply to customer questions in the same dashboard, reducing the cost of multiple devices to zero, but you can also automatically assign conversations to different customer service staff, which greatly increases service efficiency!

Massive customers are coming, efficient management is a must

In a mobile and social environment like WhatsApp, companies can obtain a large amount of potential customer data at a low cost before a transaction. By making good use of this data, they can form considerable judgments and begin to adopt targeted marketing strategies.

The implementation of these strategies is inseparable from a platform for analyzing and automating the massive data generated by customer participation, and SaleSmartly provides this platform.

By creating various labels, different customers can be given different differentiated identities and displayed intuitively, and then targeted marketing can be carried out to efficiently classify and manage massive customers!

Customer service is a mess, data analysis is important

The data analysis function solves account, customer service and customer issues and connects the three directions together.

How many customers did you receive today? Which customer service representative received them? Which account received the most customers? All of them will be presented to you digitally!

Analyze conversation results, monitor customer service performance, and help managers make judgments and decisions so as to adopt appropriate strategies and actions.

How to integrate WhatsApp App number?

First, you need to have a WhatsApp account, whether it is a personal account or a business account (you can find the registration entrance by searching casually, so I won't go into details here)

Add customer service WeChat opening port

Open WhatsApp - Connected Devices - Connect New Device, scan SaleSmartly's backend QR code to access

In short, seize the opportunity of WhatsApp business development, and SaleSmartly will be your strong help! Through multi-account/channel management, customer management, data analysis and other functions, your business will be doubled !

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### [WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get](https://www.salesmartly.com/en/blog/docs/whatsapp-salesmartly-automatic)

WhatsApp + SaleSmartly automation, there are surprises you don’t know!

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WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get

What is "instant reply" (automatic reply) all about?

"If a mobile web page is slower than 3 seconds, 53% of users will choose to leave the site." - Google Research

As WhatsApp continues evolving into a powerful business communication tool, one of its standout features is automatic replies.

Leveraging WhatsApp's auto-reply function enables businesses to respond to customers instantly, assuring them their message has been received while reducing repetitive inquiries. This frees up time and resources for handling more complex customer needs.

WhatsApp's built-in automatic replies

WhatsApp Business offers a built-in automatic reply function, but with two key limitations. Let's explore them:

Away message

Away messages inform customers when your support team is unavailable due to being offline or busy. The system automatically sends a pre-set response when a customer reaches out during these times. You can customize the timing and recipient of these messages.

How to set it up:

1. Go to Settings > Business Tools > Away Message.

2.Enable Send Away Message.

3.Click below the email field to edit the message.

Tips: The away message only works when the mobile network is active.

Greeting message

A greeting message helps businesses make a great first impression by automatically responding to customers who message for the first time or haven't interacted in over 14 days.

How to set it up:

Go to More Options > Business Tools > Greeting Message.

Enable Greeting Messages.

Click below the email field to customize your message.

Limitations of WhatsApp's built-in auto-reply

While these features enhance customer engagement, they have several disadvantages of autoresponders:

Limited customization: You can't personalize messages for different customer segments.

Restricted timing: Away messages only work outside business hours.

No third-party integration: Lack of automation with external software for advanced workflows.

Since built-in auto-replies are restricted to simple "Away" and "Greeting" messages, they may not be enough to retain customers or facilitate marketing strategies. To achieve higher efficiency, businesses need a third-party automation solution.

Advanced WhatsApp auto-reply with SaleSmartly

If you're looking for a more powerful automation tool for WhatsApp, SaleSmartly offers advanced automation that goes beyond basic responses.

With SaleSmartly, you can create custom automation workflows, including triggers, conditions, and actions, ensuring seamless 24/7 chatbot support.

SaleSmartly now supports both WhatsApp API and WhatsApp App, making automation more accessible than ever.

How can you use whatsapp automation?

Welcome new customers

Automatically send a greeting message when a customer starts a conversation.

Out-of-hours auto replies

Ensure customers receive immediate responses even outside business hours.

Instant customer FAQ responses

Create keyword-based automated replies to common customer questions.

Automatic customer service assignment

Distribute customer inquiries to the right support agents based on predefined rules.

Promotional messages & offers

Send automated messages about discounts and special offers, taking advantage of WhatsApp's high open rates.

How to set up whatsapp automated replies in SaleSmartly

1. Integrate your WhatsApp account

Log in to SaleSmartly and connect your WhatsApp API number or WhatsApp App number.

2. Create an automated workflow

On the Automation - Automated Process page, set up triggers (e.g., new visitors, keywords, timeouts) and define automated responses (text, image, video, audio).

3. Activate the automation

Click Save Process to link your WhatsApp number or go to Edit Automation in your WhatsApp settings to associate a specific process.

How to set up WhatsApp automated replies in SaleSmartly

1. Integrate your WhatsApp account

Log in to SaleSmartly and connect your WhatsApp API number or WhatsApp App number.

2. Create an automated workflow

On the [Automation - Automated Process]  page, set up triggers (e.g., new visitors, keywords, timeouts) and define automated responses (text, image, video, audio).

3. Triggering process

Click Save Process to directly associate the WhatsApp number to trigger it, or click [Edit Automation] in the WhatsApp number list and select the process to associate.

Automating WhatsApp automation helps improve customer engagement, boost retention, and increase conversion rates—all while saving time and reducing costs.

Why not give it a try? Sign up now for a free trial!

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How to Operate Private Domain Through WhatsApp?

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### [How to Operate Private Domain Through WhatsApp?](https://www.salesmartly.com/en/blog/docs/whatsapp-private-sphere-operate)

How to operate private domain through WhatsApp?

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How to Operate Private Domain Through WhatsApp?

Author: SaleSmartly

At present, more and more cross-border sellers are adopting the strategies of " private domain traffic marketing " and " conversational marketing " to improve sales performance.

The instant messaging app WhatsApp is widely seen as an ideal tool for implementing both strategies.

Through WhatsApp, cross-border sellers can retain more loyal consumers, establish close relationships with them, and thus increase sales.

Today, I will show you in detail how to operate private domain through WhatsApp .

Create a brand identity

In order to successfully communicate with your (potential) customers on WhatsApp, you need to create an attractive brand image. After downloading WhatsApp,

Remember to create your business name → select your business group → add business pictures → fill in your description to highlight the brand.

This brand image can be a customized brand character or a virtual character that represents your company's image.

If you want to use WhatsApp for customer support, you can create a unique number for the feature and create a real customer support person (such as SS Customer Service Account Manager Big S) to manage the feature. Doing so can make the conversation more personal and give it a real feel, even though different people may be handling customer issues.

When users feel that they are communicating with a real person, they will be more likely to trust you and be more willing to share product information, ask questions, etc. It is recommended to avoid changing the group name frequently to prevent consumers from getting lost.

Find the right audience

Next, it’s time to start thinking about how to reach your audience. WhatsApp doesn’t allow you to search for user names or pay to acquire users, so you need to actively add users’ numbers or encourage users to actively add your number.

1. Make good use of QR codes

If you are a seller, then QR codes will provide you with a convenient way to easily communicate with customers, provide coupons, track event appeal, and even receive complaints. Now, you can start a chat with your customers by simply scanning the QR code displayed by the merchant on the storefront, product packaging, or receipt, which helps you quickly save contact information without having to manually save their numbers and names.

2. Drain traffic from the public domain to the private domain

Social platforms such as TikTok, Instagram, and YouTube have extensive public domain traffic. Companies can carry out social media marketing activities based on these platforms, collect data from the public domain, convert it into your private domain traffic, and operate private domain traffic in WhatsApp to achieve transactions, repeat purchases, and referrals.

3. Value exchange attracts customers to actively add

Another common approach is to offer something of value in exchange for the customer’s phone number, such as a free gift, valuable information, or a promotion, making it easy for people to share their phone number. With automation, you can send them promotional offers right away. (However, remember to not just send promotional messages, but try to engage with them from the beginning so you can start building a relationship.)

Group customers and provide corresponding content

WhatsApp group messaging is a highly efficient marketing method. You can create groups with up to 256 members, and each account can create an unlimited number of groups. Or you can share the group chat link and use the method mentioned in the second step. When grouping, you should consider the characteristics of the group and the rules to follow to create the group. Refer to successful private domain community operations, and interact with customers in a variety of ways based on your own situation to get them involved in your products or brands. Common ways of interaction include:

Content Operations

Share and discuss topics that customers are interested in (topics related to your products), such as fitness, beauty, fashion, travel, digital product reviews, etc.

User fission

Encourage customers to post positive reviews, promote products on their personal social media, and give users coupons or free products as benefits to guide new users to join the group/buy in the store.

Product Optimization

Collect customers' demands for product optimization/new products, discover the problems customers encounter in your product application scenarios, and work hard to solve them.
However, if one person manages many group chats and sometimes has to conduct one-on-one private chats, it will inevitably feel difficult.

It is worth mentioning that SaleSmartly recently supports sending and receiving WhatsApp groups and social messages, and manages group chats and private conversations through team collaboration.

WhatsApp private domain traffic is the trend of future business growth and sales, so we need to pay attention to and cultivate private domain operation thinking.

SaleSmartly provides professional, localized and targeted WhatsApp overall solutions.

Through detailed interaction with customers, we build a private traffic pool for enterprises, improve purchase conversion rates, and help cross-border e-commerce companies quickly occupy new positions in overseas private traffic marketing.

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WhatsApp Private Marketing Guide

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WhatsApp Private Marketing Guide

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WhatsApp Private Marketing Guide

Author: SaleSmartly

When it comes to WhatsApp private marketing, businesses are gradually realizing the potential of this powerful tool. To build closer relationships with users, provide personalized services and promotions, and increase user loyalty, WhatsApp has become an indispensable marketing channel. In today's highly competitive market, private marketing has become a key strategy for companies to attract and retain users. In this article, we will explore the advantages, strategies and best practices of WhatsApp private marketing to help companies better use this tool to achieve business goals and enhance market competitiveness.

Image source: salesmartly official website

What is WhatsApp private marketing?

WhatsApp private marketing is a marketing strategy that uses WhatsApp, an instant messaging tool, to establish direct and personalized connections with users. In this way, companies can communicate with users one-on-one, provide personalized services and promotions, and build closer user relationships.

Compared with traditional advertising and marketing methods, WhatsApp private marketing is more direct, more interactive, and can achieve higher user engagement. Companies can send text messages, voice, pictures, videos and other content to users through WhatsApp, as well as provide customized services, discounts, recommendations and interactive activities.

WhatsApp usage statistics

In the "WhatsApp Usage Statistics" section, we can see data on WhatsApp in terms of users, countries, messages, downloads, usage time, etc.

Image source: SaleSmartly official website

The current global population has exceeded 7.9 billion, and WhatsApp's active users already account for a quarter of the world's population; if the number of global Internet users is 4.95 billion as the base, then 40% of global Internet users are active WhatsApp users.

Image source: SaleSmartly official website

WhatsApp’s Private Domain Marketing Advantages

Direct and personalized communication

WhatsApp provides a one-to-one instant messaging method, enabling businesses to communicate directly with users. This directness provides businesses with the opportunity to establish a personalized relationship with users, better understand their needs, provide customized services and recommendations, and enhance user loyalty and purchasing power.

Highly interactive

Through WhatsApp, businesses can interact with users instantly by sending messages, voice, pictures or videos, etc. This high degree of interactivity can promote deeper user participation and feedback, enhance user experience, and help businesses better understand user needs and feedback.

Low cost and high efficiency

Compared with traditional marketing channels, WhatsApp private marketing is relatively low-cost and can achieve efficient communication and sales. It provides a more affordable way to promote products or services, especially for small and medium-sized enterprises and startups.

Brand trust and recommendation communication

By providing personalized services and high-quality user experience, companies can build brand trust and good reputation. This helps promote referrals between users, attract more potential users, and enhance brand awareness and influence.

Data analysis and optimization

WhatsApp provides some data analysis tools, which can help companies understand user behavior patterns and preferences by analyzing user activities and interaction data. This will help companies optimize marketing strategies, accurately target audiences, and provide more targeted content and promotional activities.

Seven strategies for WhatsApp private marketing

Image source: SaleSmartly official website

When implementing WhatsApp private marketing, here are some strategies and best practices that can help businesses effectively use this channel:

Build a user basis

Promote your WhatsApp subscription through various channels (e.g. website, social media) to encourage users to actively subscribe to your service. You can provide some exclusive offers or content as an inducement to attract users to join.

Personalized communication

Provide personalized services and recommendations for different user groups. Understand users' needs, preferences  and purchase history, maintain communication with users through regular interactions, message push and promotions, and provide relevant and valuable content.

Providing unique value

Through WhatsApp private marketing, you can provide users with unique value and privileges. This can include early access to products or services, exclusive discounts, limited-time offers, customized services, etc. By providing these unique benefits, you can attract users to stay in private channels and increase user loyalty.

Regular interaction and response

Maintain regular interaction with users and respond to their questions, feedback and needs in a timely manner. Establish a good user experience and service reputation through quick and personalized responses.

Data analysis and optimization

Utilize WhatsApp’s analytical tools to analyze user interaction and behavior data to understand user preferences, behaviors, and responses. Based on this data, continuously optimize marketing strategies, promotional activities, and content customization.

Compliance and Privacy Protection

Ensure compliance with applicable laws and regulations in private domain marketing and protect users’ privacy and personal information. Clearly inform users of the purpose and method of data use and obtain their explicit consent.

Integrate with other marketing channels

Combine WhatsApp private marketing with other marketing channels to form a more complete overall marketing strategy. For example, combine email marketing, social media and website promotion to achieve multi-channel coverage and conversion.

How to use SaleSmartly to efficiently conduct WhatsApp private marketing

Combining WhatsApp private marketing with SaleSmartly can provide businesses with a more comprehensive and efficient marketing and customer management solution. By integrating WhatsApp chat with SaleSmartly, you can manage all conversations with customers on a unified interface. In this way, you can view and reply to WhatsApp messages more easily without switching between different applications. You can achieve one-stop service through SS customer service.

In order to achieve efficient marketing and accurately track customer preferences and behaviors, we recommend setting up marketing campaign tracking tags in SaleSmartly to associate WhatsApp private marketing campaigns with sales leads and customer relationships. This way, you can track the effectiveness of promotional campaigns and understand which campaigns produce the best conversion and response rates.

Image source: SaleSmartly official website

WhatsApp private domain marketing focuses on the close connection between enterprises and customers. Creating interactions can help you establish a deeper connection with users. When customers have needs, timely reply is the key point for enterprises to establish close connections with customers. However, enterprises are not operating all the time. How can we provide customers with round-the-clock service?

SaleSmartly creates a unique automated reply system for specific WhatsApp customers. You can set up preset replies and message templates in advance to quickly reply to common customer information. Whenever you receive customer information, the automated robot can serve customers 24 hours a day and answer customer questions. This can not only improve customer satisfaction, but also save time and labor costs for the company.

Summarize

By combining WhatsApp private marketing with SaleSmartly, companies can better manage and utilize user resources on the WhatsApp platform, provide personalized services and recommendations, and achieve more efficient sales and customer relationship management. This will lead to a better user experience, increase user loyalty, and improve corporate sales performance.

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WhatsApp Marketing: Make Your Customer Service Different

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WhatsApp Marketing: Make Your Customer Service Different

WhatsApp Messenger, or WhatsApp for short, is a cross-platform encrypted instant messaging application for smartphones owned by Facebook. It is similar to the commonly used QQ and WeChat in China, relying on the network for instant communication and can quickly send and receive messages.

WhatsApp marketing refers to marketing activities conducted on the WhatsApp messaging app to acquire more potential customers and increase more sales opportunities. Through the diverse functions of the app, businesses can use WhatsApp to communicate directly with their customers, share product information, promote promotions, and collect customer feedback.

Image source: SaleSmartly official website

At the same time, using WhatsApp marketing can achieve the lowest investment and get higher benefits. Especially in the era of mobile Internet, people are increasingly relying on mobile devices, and WhatsApp marketing will become an important trend and method for corporate marketing and promotion.

What are the advantages of WhatsApp marketing?

Large number of active users

According to statistics in 2023, WhatsApp has 2 billion monthly active users. If we calculate based on the 4.95 billion global Internet users, 40% of global Internet users are active WhatsApp users. Therefore, there are a large number of active users on this software, and companies that choose to use WhatsApp for marketing have greatly increased the possibility of reaching target customers.

Zero distance communication with customers

On WhatsApp, businesses can directly communicate with customers one-on-one in real time, giving customers the most intimate and authentic experience. They can also use related functions for customer management, data statistics, and personalized services. It is undoubtedly the best platform for businesses to provide good services to customers.

More direct information exchange

WhatsApp can send messages to strangers, allowing businesses to quickly reach target customers. In addition, products information, pictures, and videos can be sent to customers directly on WhatsApp, allowing customers to have a more intuitive understanding of the full picture of the product. It can also answer customers' questions in a timely manner to avoid unnecessary confusion and misunderstandings, thereby increasing customers' desire to buy.

How does high-quality customer service manifest itself?

Quick response to customer needs

When customers have needs, they usually hope to get a timely response. If a company cannot respond to customer needs in a timely manner, customers may feel disrespected and unsatisfied, and will turn to other brands, and the company will lose some customers.

Responding quickly to customer needs can make customers feel that their needs are valued and that they have received timely solutions, thereby improving customer satisfaction. If needs can be solved in a timely manner, it will also increase customer trust in the company, thereby enhancing customer stickiness and developing them into long-term users.

Image source: SaleSmartly official website

Fully understand customer information

As the saying goes, knowing yourself and the enemy ensures victory in a hundred battles. Good interaction begins with understanding the needs and demands of customers. Based on the understanding of customers, such as preferences for personalization, traditionalism, etc., relevant services and products can be pushed to customers in a targeted manner, which can not only improve service quality, but also enable corporate economic growth.

Rich product information

Improve product information and show product features and advantages through pictures, texts or videos. Diversified product information will attract more customers' attention and help them fully understand the product at the first time. Complete product information will also reduce customer inquiries, improve the efficiency of the purchase process, and save unnecessary time.

How to combine WhatsApp marketing with great customer service?

How difficult it is to process customer information

Whether it is a large enterprise or a small enterprise, it will be a headache when facing a steady stream of customer information. On the one hand, it will take more time and money to process a large amount of information, and on the other hand, customers will not be able to get a timely response, which may lead to the risk of losing customers.

It is recommended that enterprises use intelligent chatbots for automatic replies to avoid manual repetitive work. In addition, regardless of spring, summer, autumn, winter, day or night, they can respond to user needs at any time, truly achieving 24-hour service in the Internet era.

In addition, many companies not only market on WhatsApp, but also on many other mainstream media platforms, so it is also very necessary to use omni-channel chatbots, which can integrate your information from different channels into the same page, facilitate information management and response, and provide better customer service.

Image source: SaleSmartly official website

Personalized service

What is personalization? Think of it as an evolution from marketing communications to a digital conversation that starts with data.

Businesses can use tools to collect, analyze, and effectively use information about consumer preferences, interests and behaviors, which will help you create marketing campaigns, content and experiences that resonate with your target audience.

Because in today's digital age, consumers expect more relevant, contextual and convenient experiences, and have raised this expectation to an unprecedented level. Using data to deeply understand your customers, predict their needs, and provide personalized services and experiences will help you take your sales to new heights.

Customer Information Management

Having an excellent customer information management system can help your business reach a higher level. Use the customer management platform to segment, track and analyze your customers, fully and accurately grasp your customer information, and help the company lay the foundation for subsequent business. Only by understanding customer information can you discover their changes in time, so as to respond to changes with the same approach.

The more accurate the customer information is, the more conducive it is to customer classification, making it easier for sales personnel to implement corresponding sales strategies for different categories of customers. It also helps to improve customer satisfaction and loyalty and create a good corporate reputation.

Summarize

WhatsApp will be a popular and powerful social media tool both now and in the future. It is a wise choice to use its portability for marketing. How to provide high-quality customer service in the marketing process is the highlight. Try to use some of the marketing techniques in this article in your business and give your customers a more efficient customer service experience than your competitors~

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### [How to Backup and Restore WhatsApp Conversation Information](https://www.salesmartly.com/en/blog/docs/whatsapp-chat-backups-reduction)

Whether it's closing a deal or handling inquiries, WhatsApp is the go-to platform, often holding a wealth of transactional information. However, unlike other social media apps, WhatsApp doesn't automatically back up your chats in the background due to its end-to-end encryption. If you lose your phone or encounter a malfunction, retrieving your chat history can be quite a hassle. Today, let's talk about how to back up your WhatsApp chat information and restore it if lost.

WhatsApp Chat Backup

For Android users

Sign up for a Google account. Each account starts with 15GB of cloud storage, which you can check to see how much you've used.

Tap on the "Settings" at the top right of WhatsApp.

Navigate to "Chats" - "Chat backup".

Choose "Back up to Google Drive" and link it to your Google account. This way, your WhatsApp messages will be automatically uploaded to Google Drive periodically.

If you wish to manually back up in real time, you can hit the green "BACK UP" button above.

For iPhone users

Apple systems do not need to download other software and can be backed up directly to iCloud.

1. Find [Conversation]-[Conversation Backup] in the settings.

2. If you choose automatic backup, WhatsApp will back it up for you in real-time. You can also choose to manually press the backup button immediately.

WhatsApp Information Restoration

On Android

Sign in to the same Google account and phone number on the new device.

Install WhatsApp and log in.

When prompted, tap [Restore] to recover your chat history.

After selecting restore, WhatsApp will synchronize the previously backed-up information to the new device.

On iPhone

Log in with your original iCloud account and phone number.

Install and open WhatsApp.

Tap [Restore Chat History] when prompted.

After selecting [Restore], WhatsApp automatically syncs your backup to the new device, ensuring a seamless transition without data loss.

Note: Backup and restore only work when both devices use the same OS (Android or iOS) and the same cloud account.

Troubleshooting & Common Issues

Problem
Possible Cause
Solution

Backup fails
Weak network, permissions not granted, no space
Check network, enable permissions, free up space

Can't restore chats
Different phone number or account
Use the same phone number and cloud account

Videos missing from backup
Video backup not enabled
Enable [Include Videos] option

Business chats lost
Personal account used, no unified archive
Use a professional SaaS tool for central backup

WhatsApp Export Conversation Information

1. Go to [Settings] > [Chats] > [Export Chat].

2. Select the chat you want to export.

3. Choose whether to [include] media or [not].

4. Select where to export (email, messages, or files).

5. The exported file can then be accessed at the chosen location.

Transfer WhatsApp conversation information from iPhone to Android

Only available on Samsung, Google Pixel, or devices running Android 12 or higher.

1. Find [Transfer conversation to Android] from [Conversation].

2. Find a type and lightning data cable and connect the two mobile phones respectively.

3. The following contents can be transferred:

Account information

Profile picture

Personal chat

Group chat

Conversation record

Media and settings

The cross-device transfer needs to meet the following conditions, which can be referenced before transferring.

Transfer WhatsApp conversation information from Android to iPhone

1. Download a [Transfer to iOS] App on your Android phone and operate according to the system.

2. After the operation is completed, install the latest version of WhatsApp on your iPhone, and then log in with the same phone.

Synchronize WhatsApp conversation information between multiple accounts

In actual operations, each employee usually has several WhatsApp accounts. However, multiple accounts mean that you will encounter the following problems:

1. Multiple accounts need to be switched frequently when operating.

2. An account may be operated by multiple people, requiring frequent login changes.

3. The company cannot efficiently view transaction records between employees and customers.

Therefore, when operating multiple WhatsApp accounts, it is necessary to use an integrated platform to aggregate these accounts and put all accounts in one system background to easily solve the above problems.

​

a. Open SaleSmartly and access all WhatsApp devices. (You can access your WhatsApp App account and WhatsApp API account)

b. All conversation information can be found in [Online Chat] and can be classified according to different reception staff.

During the session, we can also set [session tag] and [visitor tag] according to different customers, so that employees can distinguish the type of customer and better carry out personalized marketing.

At the same time, SaleSmartly also has an online translation function, which can translate more than 200 languages ​​around the world according to needs, suitable for cross-border overseas enterprises in each region.

If employees are busy or temporarily unavailable, they can also set a busy/offline status in the upper right corner.

c. Follow-up can be viewed directly in [Customer].

Further Reading

Flexible Use of WhatsApp API Number: Optimize Customer Communication Process

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers

A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

### [Click to WhatsApp Advertising: The Secret of Improving Business Interaction and Transformation](https://www.salesmartly.com/en/blog/docs/click-to-whatsapp-ads)

Click to WhatsApp is an interactive Facebook advertisement, through guidance Facebook usersclick on advertisements to directly talk to them on WhatsApp. Compared with traditional advertising forms, Click to WhatsApp advertising aims at establishing instant one-to-one communication, enabling enterprises to provide customer service support and promoting the transformation of potential customers.

In this way, enterprises can quickly collect valuable customer information and lay a solid foundation for subsequent marketing activities. The main advantage of this type of advertisement is that it has a high degree of user participation and Transformation Potential, and it is a necessary advertising skill for enterprises to do private domain operations.

Why? Click to WhatsApp

Click to WhatsApp advertising is a good way to attract customers to private domains because it provides a channel to directly establish contact with the target audience. Private Domain operation refers to building and managing customer relationships on its own platforms or channels, and Click to WhatsApp advertising is a tool that can bring public domain traffic such as Facebook and Instagram to the private domain.

Enhance customer relationships

Click to WhatsApp advertising allows brands to directly communicate with customers through WhatsApp and quickly establish closer customer relationships.

Increase Conversion Rate

In private domain operation, the convenience of reply is especially important for the final conversion rate. By Click to WhatsApp advertisements, enterprises can quickly respond to customers' questions, thus improving the possibility of potential customers turning into actual buyers.

Collect customer data

Click to WhatsApp advertising provides channels for collecting customer information and feedback, and enterprises can use these data to optimize advertising strategies and product services in the future.

Increase brand exposure

After advertising, brands can increase their exposure on Facebook, Instagram platforms. ExamplesAdvertising Section:

News source (News Feed): The main information flow of users, including News sources on mobile devices and desktop devices.

Sidebar (Sidebar): The advertising bar on the right side of the Facebook page that is visible only on the desktop view.

Instagram: Facebook Click to Messenger advertisements can also be displayed on the Instagram, using Instagram user base for cross-platform marketing.

Facebook Marketplace: The area where users buy and sell commodities. Advertisements can appear in the commodity list.

Facebook Video (In-Stream Video): a short ad insertion In Facebook Video content playback.

Facebook Stories: Similar to Instagram Stories, users can see short content on the full screen.

Messenger Inbox: The ads that users can see when viewing the message list in the Messenger application.

Messenger Stories: in Messenger, users can see short Stories with functions similar to Facebook and Instagram Stories.

All the plates are shown in the following figure:

Cost-effectiveness

Compared with other marketing channels, Click to WhatsApp advertisements usually provide higher ROI because they can accurately locate interested customers. In private domain operations, this cost-effectiveness means that marketing budgets can be used more efficiently.

Preparation for creating Click to WhatsApp

Activate WhatsApp business number

Meta does not allow the use of WhatsApp personal accounts to advertise, so we need to activate the Ads Manager account before creating a Click to WhatsApp in the WhatsApp Business.

WhatsApp Business Account is for small and medium-sized enterprises and is mainly used for commercial purposes such as communicating with customers, providing services and displaying products. WhatsApp Business has added some tools to help merchants, such as setting automatic keyword reply, setting tags for customers, and creating Business data.

For those enterprises that do have not WhatsApp as a business number or want to access more advanced functions through API, Salesmartly provides a convenient Rental number service. It can help enterprises quickly obtain a compliant WhatsApp business account or access through API, seamlessly combining Facebook advertising with WhatsApp, improving customer interaction efficiency, and accelerating the sales cycle.

Associate WhatsApp business number Facebook

Next, bind the WhatsApp business number to the Facebook page. If you are using WhatsApp business number, follow these steps:

Open the Facebook page and click settings ".

In the left-side menu, select WhatsApp ".

Enter your WhatsApp business phone number and click continue ".

Enter the verification code and click OK ".

If you are using a WhatsApp business API number, you need to apply to associate your Facebook page with your WABA phone number:

Open the Facebook page and click settings ".

In the left-side menu, select WhatsApp ".

Enter your WABA phone number and click continue ".

Click to cancel if it will not be used.

How Settings click to WhatsApp

Before setting up Click to WhatsApp ads, make sure that you have administrator permission to Facebook the home page. Then open Meta ad management tool, follow these steps:

Note: Conversion optimization is unavailable in some EU countries/regions, Japan and South Korea.

1. Click the green button [create]].

2. Select [interaction] as the advertising target.

3. Select [recommend settings] or [manual settings]].

[Recommend settings]: Use the preset advertisement optimization settings.

[Manual settings]: create from scratch according to your needs.

4. Set the following ad parameters:

Conversion location

Ad Type

Target location of the chat (to select your WhatsApp account, you need to associate WhatsApp account with Facebook public homepage in advance)

Effectiveness objectives

Budget and schedule

Audience control options

Audience/layout optimization

5. Select [create advertisement] or directly use existing posts for promotion.

6. If you choose to create an advertisement, you need to upload the advertisement material. Different layouts have different size requirements and can be designed according to the layout requirements. Mainly the following three sizes:

7. After clicking [publish], add the payment information, tax payment method and payment method of the advertisement fee, and then the advertisement fee can be published successfully.

8. In the future, all associated WhatsApp accounts can be integrated into the SaleSmartly backstage, and customers brought by Click to WhatsApp advertisements can be responded through a centralized backstage to avoid information asymmetry and long reply time caused by multiple accounts.

Customers from Click to WhatsApp advertisements will indicate in [customer information]

Facebook all advertisements are strictly evaluated to ensure that they meet Meta criteria. Advertisers must avoid publicizing the commodities prohibited by these policies because non-compliance with the regulations will lead to the suspension of advertising.

OptimizationClick to WhatsApp

Use automated reply

In SaleSmartly WhatsApp is set to automatically send a welcome message or a quick reply. After the user clicks on the advertisement to enter the WhatsApp page, the user can receive the reply immediately, effectively improving the response speed and user satisfaction.

Clear call for action

Include a clear call to action (CTA) in advertisements, such as "send messages immediately" or "start a dialogue", to encourage users to take action.

Continuous testing and optimization

Regularly conduct A/B tests to try different advertising elements, such as pictures, copywriting and target audiences, to find out the best combination and continuously optimize the advertising effect.

Common problem

How to ensure that the target audience of Click to WhatsApp advertisements is positioned accurately?

Expand your potential customer base by analyzing existing customer data and creating sa imilar audience (Lookalike Audiences). At the same time, use Facebook's detailed positioning options, including geographic location, interest, behavior, and demographic characteristics, to refine your target audience.

How should the conversion tracking of Click to WhatsApp advertisements be set?

Facebook Pixel and event tracking are used to monitor users' actions after clicking advertisements, ensuring that you can track the complete user journey from advertisement clicking to final conversion. In addition, make sure that the WhatsApp business account is correctly linked to the Facebook advertising account to track conversations and conversion events.

How to measure the ROI of Click to WhatsApp advertisements?

Calculate the relationship between advertising expenditure and income generated by Click to WhatsApp advertising. Analyze cost and revenue data, including ad click cost (CPC), cost per conversation, conversion rate, and average value of each transaction.

How to ensure the privacy compliance of Click to WhatsApp advertisements?

Comply with all relevant data protection regulations, such as GDPR or privacy laws in other regions. Make sure that the user is clearly informed of how the data is processed before the user starts to interact with the brand. In addition, privacy policies related to WhatsApp communications are regularly reviewed to ensure compliance with the latest compliance requirements.

### [Step-by-Step Guide to Creating Click-to-WhatsApp Ads That Convert](https://www.salesmartly.com/en/blog/docs/click-to-whatsapp-interactive-advertising)

As the world's leading instant messaging platform, WhatsApp is an effective way for businesses and consumers to connect instantly. Through Facebook's Click to WhatsApp ads, businesses can import potential customers from the public domain directly into WhatsApp conversations, attract users to WhatsApp conversations, form their private domain pool, and then improve conversion rates through private domain operations.

What is Click to WhatsApp?

Click-to WhatsApp ads are a type of Facebook ad format that links directly to the WhatsApp chat interface. When potential customers see this ad on Facebook or Instagram, they can click a button in the ad to start a WhatsApp conversation with the business, enabling instant communication.

scenes to be used:

Customer Support: When customers have questions about products or services, they can get help instantly through WhatsApp.

Product Promotion: When you launch a new product or offer, customers can click on your ad to immediately ask for more information.

Reservation services: For service-oriented businesses such as gyms and beauty salons, customers can quickly make reservations through advertisements.

Account Registration: When users are interested in an event, they can complete the registration process through WhatsApp.

Real-time feedback: Companies can collect user feedback and suggestions and respond quickly to market changes.

How do I set up Click to WhatsApp?

1. Open a WhatsApp API account

Self-service registration

If you want to register through your profile, you can go to SaleSmartly and select "WhatsApp API" under the "Integration" option to register yourself. Click the "Authorize with Facebook" button with a blue border on the page and follow the system prompts to complete the next steps.

Access third-party API number

You can link your WhatsApp API account to SaleSmartly after registering on a third-party platform. The cooperating third-party platforms include YCloud, ChatApp, NxCloud, Itniotech, and Cloud API (Meta official).

Why choose WhatsApp API account instead of business or personal account?

WhatsApp API accounts support automation and integration, allowing businesses to use customized chatbots and CRM systems. Moreover, API accounts can handle a large number of messages and customer interactions, which is suitable for medium and large enterprises and scenarios that require advanced customer support. WhatsApp Business is suitable for small businesses, and personal accounts are mainly used for private communication. They cannot meet large-scale and automated business needs.

2. Link WhatsApp API account to Facebook

Go to your Facebook Business Page.

Click Settings.

Click WhatsApp in the left column.

Select your country code and enter your WhatsApp mobile number.

Click Continue.

A notification will appear stating that your request is pending. If you want to stop the connection, click Cancel Request.

3. Upload Click to WhatsApp ads

(1) Go to the ad creation process in the Ads Manager.

(2) Select interaction as your advertising objective.

(3) Select your campaign budget and click Next.

(4) Under Where conversion occurred, select Messaging app.

(5) In the "Message Apps" section, select WhatsApp.

(6) Under Ad type, select Direct message ad.

(7) For ads using the Engagement objective, in the Accounts section, go to WhatsApp and select the relevant WhatsApp phone number from the drop-down menu.

(8) Select the audience, placement, budget, and schedule, then click Next.

(9) Select the ad format and complete the ad settings.

(10) Click + Create to start the creation process. When finished, click Save and Finish.

(11) Publish advertisements.

How to efficiently handle traffic from Clicks to WhatsApp ads

Formulate a chat process

To ensure that every customer who comes through Click to WhatsApp ads can get an efficient response, you need to design a standardized conversation process in advance. This process starts with the welcome message, gradually and deeply understands the customer's needs, and finally cleverly guides the conversation to every link of the purchase decision. With the help of Salesmartly, all these conversations are automated. Once a customer initiates a consultation with you on WhatsApp, Salesmartly will automatically start the preset conversation process. This not only greatly improves the efficiency of the order, but also makes customer communication easier and more comfortable.

Personalized communication

Deep insights into each customer's unique needs and preferences are key to providing tailored recommendations and solutions. By using the customer's name and the information they provide in the conversation, you can effectively create a personalized communication atmosphere. So when preparing WhatsApp template messages, actively use the variable function to bring a more personalized experience. Based on the customer's specific information, dynamically insert relevant content to make each message closely related to the customer's actual situation.

Tracking and analysis

Salesmartly can accurately identify the specific channel sources from which customers enter the conversation. This key function can reveal which advertising channels bring customers with the highest conversion potential. Based on this, companies can fine-tune and optimize advertising strategies to ensure that these advertising budgets are invested in the most profitable channels. In addition, by identifying the customer's initial contact point, companies can better understand the customer's interests and preferences and provide personalized services.

Follow-up

Completing a deal is the beginning of cultivating a long-term relationship. You can use Salesmartly's group messaging function to send product updates, exclusive offers and other related information regularly. Ensure that every customer feels continued attention and value, and build a solid and mutually beneficial long-term customer relationship.

### [Tips for Creating a New WhatsApp Account: A Complete Analysis of the Account Maintenance Strategy](https://www.salesmartly.com/en/blog/docs/whatsapp-new-account-warming-up)

For new users, effectively creating a new WhatsApp account can help the account build credibility and avoid being considered a spam account and blocked by the authorities. Creating an account is not only to ensure the security of the account but also to ensure its reliability in personal and business communications so that it will not be easily blocked by the authorities. In this article, we will help your new WhatsApp account grow healthily from scratch so that WhatsApp officials will classify it as a daily, mature account.

Preparation before launching a new WhatsApp account

1. Choose a reliable mobile phone number

Real-name mobile phone number: The first step to registering WhatsApp is to choose a real-name mobile phone number that is linked to your identity. This can ensure the authenticity of the account created and also provide additional security during the future verification process.

long-term use: Choose a mobile phone number that you will use for a long time to avoid account loss or the need for re-verification due to changing numbers.

2. Basic account settings

Register an account: Follow WhatsApp's official instructions to complete the registration process and ensure that all information is filled in accurately to avoid unnecessary trouble in the future.

If you can't receive the verification code, you can read this article.

Personal information completion: Upload a clear profile picture and fill in a brief bio. If it is for commercial purposes, you can directly use the company or brand logo.

3. Security and Privacy Settings

Two-step verification: Enable the two-step verification feature in the settings to add an extra layer of protection to your account, which can effectively prevent unauthorized access.

Privacy Adjustment: Adjust who can see your "last online" time, personal status, and profile picture according to your personal preferences. This setting can help you protect your privacy and avoid leaking too much personal information.

Keep new WhatsApp accounts active

1. Gradually increase contacts

Sync contacts: You can directly use WhatsApp's sync function to import the existing contact information on your phone. This way you can quickly add your friends and family around you and build an initial address book.

Add selectively: Add new contacts gradually. Be careful to avoid adding a large number of contacts at once, as this behavior can easily trigger WhatsApp's security alert and lead to your account being banned.

2. Daily communication

Stay connected: Maintain regular communication with your contacts by sending greetings, sharing interesting content, or actively responding to their messages to maintain relationships. This behavior can also maintain the daily activity of your account.

Participation in group chats: Participate in group chats moderately to show your face and meet more people who share the same interests, but avoid speaking excessively or sending irrelevant content.

3. Content sharing and interaction

Valuable content: Share content that is useful or interesting to your contacts, which can increase their willingness to interact with you.

Status function: Use WhatsApp's status function more often and update your status regularly. This is another good way to stay active.

Avoid WhatsApp account risks

1. Use groups and broadcast lists appropriately

Be cautious when joining groups: Do not join and leave groups frequently, as this will be considered spam by the official.

Use of broadcast lists: Information published through broadcast lists will directly arrive in the recipient's "conversation list", and the recipient will not find that you sent it through the broadcast function, which is the same as when we use the group messaging function in WeChat.

2. Avoid spam and harassment

Don’t spam: Avoid sending irrelevant or repetitive messages, which not only annoys your contacts but can also cause your account to be marked as spam.

Respect Privacy: Respect your contacts' privacy by not adding them to groups or sharing their contact information without their permission.

3. Dealing with account anomalies

Monitor account activity: Regularly check login activity on your WhatsApp account to ensure there is no unauthorized use. If you find any anomalies, take immediate action.

Handling account restrictions: If your account is blocked, you can follow WhatsApp's guidelines to appeal and adjust your usage behavior to avoid future problems.

Improve WhatsApp account maintenance

1. Set up automatic replies

Setting up WhatsApp auto-replies through SaleSmartly can effectively increase the account's response rate and activity, which is particularly important for account maintenance. Automatic replies ensure that users can get timely feedback when sending messages, and can reply to customers promptly even during non-working hours or peak hours. This quick response not only improves the user experience but is also a positive signal for the WhatsApp algorithm, helping to increase the visibility and weight of the account.

Moreover, the content of the automatic reply can be customized according to the user's interaction history, and the content of the automatic reply can be improved according to the user's frequently asked questions, further enhancing the user's sense of participation and satisfaction. It accumulates positive user behavior data for the account, which is crucial for long-term account maintenance and growth.

2. Data backup and recovery

Regularly backing up WhatsApp chat history is also one of the strategies for maintaining an account. After saving the conversation history, you can quickly restore all conversations in the event of device replacement or data loss. This continuity not only ensures the security of information but also helps to maintain the active status of the account, providing a guarantee for the stable growth and long-term maintenance of the account.

### [Why Can't You Log Into WhatsApp? Common Issues and Fixes](https://www.salesmartly.com/en/blog/docs/whatsapp-cannot-log-in-reason)

As the most commonly used social media overseas, WhatsApp is an essential platform for foreign trade people to communicate with the outside world. If this vital communication platform suddenly fails to log in, it means losing an important bridge for communication with the outside world. Not only will personal social interaction be hindered, but for users who rely on WhatsApp for business communication, it is more likely to lead to the loss of business opportunities and delays in work progress. Below we will explore the various reasons for WhatsApp login failure and provide a series of practical solutions to help everyone resume normal communication as soon as possible.

Find out why WhatsApp can't log in.

First of all, we need to confirm why WhatsApp cannot log in. The most intuitive way is to look at the official error message prompts, such as " Unable to connect to WhatsApp service" and "The application may not respond when trying to log in". This can help us quickly distinguish whether the problem occurs in individual accounts or the official system.

1. Individual account issues: usually manifested as incorrect password prompts or account verification problems, which may involve incorrect input of user personal information or account security settings.

2. Widespread issues: This may be due to a WhatsApp server failure or ongoing maintenance, in which case most users will encounter similar login obstacles.

Users can help determine the nature of the problem by checking their network connection/trying to log in using different devices/asking people around them if they are experiencing the same problem. If it is a widespread problem, users may need to wait for official service to be restored; if it is a problem with individual accounts, users need to find a solution on their own.

Common reasons why WhatsApp cannot log in

Network connection issues

One of the most common reasons why WhatsApp cannot log in is an unstable or interrupted network connection. In this case, you need to check whether you have used a scientific Internet access tool or whether the scientific Internet access tool has malfunctioned.

The phone system time is inaccurate.

WhatsApp relies on accurate time settings to verify your login status. If your phone's system time is out of sync with your actual time, it may hinder the login process. You can go to your phone's settings menu, select Date & time, and make sure automatic network time sync is enabled.

Account information error

Entering the wrong phone number or password or encountering account verification problems when logging into WhatsApp will also cause login failure. You can try to follow the official steps to set up a new account and password.

Click "Forgot Password" on the login page.

Then select the 'Reset password by email' or 'Reset password by text message' option depending on the information you registered with.

Reset password via email: You will receive an official email from WhatsApp. Click the link and follow the prompts to reset your password.

Reset password via SMS: You will receive an SMS with a verification code from WhatsApp. Enter the verification code into WhatsApp and follow the prompts to reset your password.

Outdated application version

Using an outdated version of WhatsApp may cause compatibility issues and result in unsuccessful login. You can check if there is an available WhatsApp update through your phone's app store and follow the prompts to update.

Server failure or maintenance

WhatsApp's servers may be temporarily unavailable due to a malfunction or scheduled maintenance. In this case, you can wait until the server is repaired or updated before logging in. Visit WhatsApp's official website or social media account to get service status updates.

How to reduce the chance of WhatsApp being unable to log in

Update the app regularly

You can turn on the automatic update function of the app store in your mobile phone system to keep WhatsApp updated to the latest version. Regular updates can not only fix known vulnerabilities and errors but also prevent potential security threats and performance issues in advance.

Maintain a stable network connection.

It is very important to choose a reliable scientific Internet access tool! Frequent changes of lines and IP addresses will not only lead to unstable connections but may also alert the security mechanism of the account provider, increasing the risk of the account being blocked. Therefore, users must find a reputable and stable scientific Internet access service from the beginning, and try to keep fixed lines and IP addresses to maintain long-term stable access to the account and avoid unnecessary security issues.

Reduce login and logout times.

For those users who need to handle multiple WhatsApp accounts at the same time, frequent login and logout of accounts is not only troublesome but may also alert the security system and trigger the login restrictions of the account. To avoid this, you can integrate all the WhatsApp accounts of the team through SaleSmartly, which provides a unified platform for managing multiple WhatsApp accounts at the same time.

Switching and operating multiple accounts in the single interface of SaleSmartly, without repeated login and logout, reduces the chance of WhatsApp being unable to log in. This is because it reduces the risks that may arise from frequent identity authentication. At the same time, centralized account management also makes it easier to track messages and communicate with customers, optimizes workflows, and improves work efficiency.

Enable WhatsApp backup

You can directly use WhatsApp's built-in cloud backup function to store conversations and files in cloud services such as Google Drive or iCloud. Even if you change your phone or need to log in on a new device, you can seamlessly restore previous chat records and files.

Cloud backup not only prevents data loss due to device failure or accidental loss but also provides great convenience when you switch to a new phone or need to synchronize data between multiple devices. In addition, cloud backup brings an additional benefit. Even if the device is lost or stolen, your data is still safely stored in the cloud and can be quickly restored to another device, thus ensuring that your communication is not affected.

related suggestion

Can't receive WhatsApp verification code? Here are the reasons and solutions! (salesmartly.com)

A diagram showing the difference between WhatsApp, WhatsApp Business ID, and WhatsApp API ID (Enterprise ID) (salesmartly.com)

Five ways to generate WhatsApp links! Which one is right for you? (salesmartly.com)

### [Selling Courses on WhatsApp Private Domain: New Business Opportunities in the Era of Paid Knowledge](https://www.salesmartly.com/en/blog/docs/selling-courses-on-whatsApp)

As the concept of knowledge payment becomes more popular, more and more educational institutions are beginning to seize this important market. As an emerging marketing model in the education and training industry, private domain course selling allows teachers to establish direct connections with students, bypassing traditional advertising and third-party platforms to promote and sell courses in a private environment. WhatsApp, as the current main channel for overseas private domain operations, has become a powerful tool for private domain operations in the education and training industry with its broad user base and convenient communication functions.

What is private course selling?

Private course selling refers to educational content creators selling courses and services directly to target learners on platforms they control.

To put it simply, you are a teacher and you have some great courses that you want to sell to students. If you follow the traditional way, you might put the course on a large online platform and rely on the website's traffic to attract students to buy it. But on this large platform, your course is just a drop in the ocean and can easily be drowned by thousands of other courses.

Selling courses in private domains is like opening a small store of your own. You can directly invite people to come to your store to buy your courses. This allows you to communicate more directly with people who are interested in your courses, and it is easier for them to become your loyal customers.

Selling courses in private domains includes the following steps:

1. Make connections: Find people on social media who are interested in your course and invite them to join your WhatsApp group or friends list.

2. Share useful information: You can share some free knowledge or small courses in private groups to attract others' interest and make them willing to pay for the complete course.

3. Promote courses: You can regularly update the group about your new courses or offer special discounts to encourage them to buy.

4. Interact with students: Chat and interact with your students more often and answer their questions. This will make them feel that you care about their learning progress and can also help you improve your course.

5. Understand students: By observing and understanding your students' activities in the group, you will know what they like and dislike so that you can better meet their needs.

How to operate the private domain in the education and training industry

The core gameplay of private domain operation in the education and training industry is the " conversion funnel ", which uses private domain operation to gradually screen out students with conversion potential and further sell to these students. After these students pay, the institution can perform the following operations in the group to consolidate the source of students:

Student management: Educational institutions can collect student information through private domain platforms and provide them with personalized learning advice and support.

Course updates: Through private channels, institutions can push the latest course information and learning materials to students in a timely manner.

Real-time interaction: Teachers can respond to students’ questions and provide guidance instantly on the private platform.

Learning community: Private domain platforms can establish exclusive learning communities where students can communicate and discuss.

If an educational institution can meet these needs of students through private domain operations, then students will have a higher degree of dependence and satisfaction with the institution and will be more likely to recommend it to their friends. By providing better services and a better learning experience, students can be attracted and retained.

WhatsApp’s unique role in private domain operations in the education and training industry

Global popularity: WhatsApp has over 2 billion users worldwide, providing educational institutions with a vast potential student market.

User activity: As a platform with a large number of active users, WhatsApp can ensure high exposure and interaction rates for educational content.

Privacy and Security: WhatsApp’s end-to-end encrypted communications provide students with a safe environment for learning and discussion.

The interface is simple and easy to use: WhatsApp's user interface is intuitive and easy to understand, and users of all ages and technical backgrounds can quickly get started.

Five skills and strategies for selling courses in private domains overseas

Establish a professional WhatsApp teaching and training group

Create a WhatsApp group specifically for teaching purposes, making sure the name and description of the group communicates the topic and objectives of the course.

In the group, you can regularly post course schedules, study materials, and homework assignments. Students are prohibited from chatting in the group! Make sure this group is used to serve daily teaching.

Leveraging WhatsApp Status for Content Marketing

You can use WhatsApp’s status update feature to share valuable content snippets, such as course previews, study tips, or student progress examples. This is also a low-cost content marketing tool that can increase the visibility and engagement of your course.

One-to-one customized consulting service via WhatsApp

Provide personalized consulting services and give one-on-one guidance based on students' specific needs and problems. One-on-one guidance not only improves student satisfaction but also helps to establish a solid teacher-student relationship.

Use WhatsApp to effectively track students and collect feedback

Send regular surveys to students or ask them directly about their learning experience and course improvement suggestions. This information is crucial for continuous improvement of the course. Using the immediacy of WhatsApp, you can quickly get feedback and make adjustments accordingly.

Combine WhatsApp with other marketing tools to increase conversion rates.

In actual operation, we need to manage multiple WhatsApp teaching and training groups. At this time, we can use the SaleSmartly platform to implement a one-click group sending function, and push the promotion information of new courses to all teaching and training groups at one time without manual operation one by one. This function of SaleSmartly not only saves a lot of time and energy, but also ensures the consistency and professionalism of information, and improves the efficiency and effectiveness of promotion activities.

SaleSmartly can also centrally manage student interactions from different channels, allowing you to manage information from multiple channels on a unified page, respond to student questions more conveniently, and provide personalized teaching and training services.

Further reading

A diagram showing the difference between WhatsApp, WhatsApp Business ID ,and WhatsApp API ID (Enterprise ID) (salesmartly.com)

Five ways to generate WhatsApp links! Which one is right for you? (salesmartly.com)

WhatsApp Business API Introduction: Features, Fees, Application Methods (salesmartly.com)

### [Flexible Use of WhatsApp API Number: Optimize Customer Communication Process](https://www.salesmartly.com/en/blog/docs/whatsapp-api-optimize-customer-communication)

As one of the most popular instant messaging tools in the world, WhatsApp's API function has opened up a powerful way for enterprises to manage customer relationships. WhatsApp API numbers can help companies reduce the risk of being blocked when expanding their customer base, and can also implement effective proactive return visit strategies to connect with more interested customers. This article will explore how to use WhatsApp API numbers to optimize customer communication processes and achieve business growth.

The following is an introduction to the concept of WhatsApp API number

Active number (WhatsApp API number with template information)

Active numbers are numbers that businesses use to proactively send template messages to customers via the WhatsApp API. These messages are usually used for notifications, marketing campaigns, customer support, etc. The key feature of active numbers is that they can proactively initiate conversations with customers, but are limited by WhatsApp's rules to only send pre-approved template messages.

Passive number (WhatsApp API number without application template information)

Passive numbers are WhatsApp API numbers that do not have application template information, so they cannot actively send messages to customers. They are usually used to show them to customers and let them actively initiate conversations.

Template Message

Template messages are a special type of message in the WhatsApp API, used to send non-promotional messages to customers, such as transaction reminders, appointment confirmations, etc. Since the WhatsApp API number is dedicated to large enterprises, while relaxing the restrictions on the number of marketing messages that enterprises can send, WhatsApp officials have strictly controlled the content management of the messages. Template messages must be approved by WhatsApp, otherwise they cannot be sent to customers proactively.

For more information about template messages, please refer to this article: WhatsApp Template Message Application: Better Reach WhatsApp Customers (salesmartly.com)

Why are WhatsApp API numbers divided into active numbers and passive numbers?

Since it is difficult to obtain approval for WhatsApp template messages, WhatsApp API numbers with this permission are particularly valuable. In contrast, API numbers that have not been approved for template messages are easier to obtain. Therefore, when communicating with the outside world, companies usually use passive numbers that have not been approved for template messages. In this way, even if the account is officially banned due to adding too many customers, a valuable resource with template message permissions will not be lost.

After the passive account has accumulated a certain customer base and screened out customers with conversion potential, the company can use the active account to conduct targeted return visits to these high-value customers, thereby improving the conversion rate and optimizing the efficiency of resource utilization.

How to link two accounts of WhatsApp API to expand customers

Migrate passive fans to active fans for return visits

The account information registed in SaleSmartly will be automatically backed up in the backend system, so you can directly share customer information with different WhatsApp API numbers.

Find your account in [Integration]-[WhatsApp API] and click [Migrate Contacts]

After the migration, SaleSmartly will retain the customer's chat history to facilitate subsequent personalized communication.

The importance of keeping active and passive accounts consistent (name, profile picture, number)

Unify the brand elements of active and passive accounts, such as names and avatars, to establish a consistent brand image.

Whenever possible, use similar numbers to reduce customer confusion.

Maintain consistency in your communication style and script to maintain customer trust and comfort.

Use country-specific numbers to increase conversion rates

According to the geographical location covered by your business, select the WhatsApp number of the corresponding country. For example, if you are serving the US market, use a US mobile phone number.

Using local numbers can increase customer trust, and improve responsiveness and engagement rates.

Selective return visits: How to identify and prioritize return visits to potential customers

Analyze customer interaction data and behavior, identify customers who show purchase intent, and conduct unique return visits.

Prioritize returning visits to customers who ask questions or express clear interest during the interaction. There is no need to return visits to those who have no interest, thus reducing the risk of complaints against active accounts.

Use labels and classification systems to efficiently manage customer groups, and then directly screen out customers with the labels you are interested in, and then slowly chat with them again.

Risk management and complaint handling of active and passive number linkage

Regularly monitor the interactions between active and passive numbers to identify and resolve potential issues promptly.

Establish a clear complaint handling process to ensure quick response to customer dissatisfaction and reports.

Follow WhatsApp's regulations during follow-up visits and communications to prevent your number from being blocked due to illegal operations.

How to add WhatsApp API template information

If you want to apply for more WhatsApp message templates in the future, you can submit your request directly in the SaleSmartly backend. We will forward your application to WhatsApp for official review, but please note that the final approval power lies with WhatsApp and we cannot guarantee that the template will be approved.

If your template is not approved, you can refer to the [Official Template Case] in the upper right corner to help you optimize the template content to meet WhatsApp's standards.

Note: The review of template information is not permanent. If it is reported by customers many times, it will be blocked later, so you should check the status of template information regularly.

Further reading

Tutorial on how to unblock WhatsApp API account (with picture guide and appeal template) (salesmartly.com)

A diagram showing the difference between WhatsApp, WhatsApp Business ID and WhatsApp API ID (Enterprise ID) (salesmartly.com)

Tutorial on how to unblock WhatsApp API account (with picture guide and appeal template) (salesmartly.com)

### [Accurate Monitoring Drives Business Growth: A Guide to Monitoring WhatsApp Inquiries](https://www.salesmartly.com/en/blog/docs/monitoring-whatsapp-inquiry)

WhatsApp is the core platform for handling inquiries from overseas customers and executing transaction orders. For bosses, the most effective way to grasp the transaction dynamics of employees and gain in-depth insights into customer needs is to monitor these key WhatsApp inquiry information. Through effective monitoring, bosses can understand business processes in real-time and provide timely feedback. However, it should be noted that the implementation of monitoring must balance the privacy rights of employees and comply with relevant laws and regulations. This article will provide a comprehensive WhatsApp inquiry monitoring guide to help e-commerce bosses accurately monitor WhatsApp inquiry information.

The role of monitoring WhatsApp inquiries for businesses

Improve employee efficiency and accountability

By monitoring employees’ communication activities on WhatsApp, bosses can ensure that employees are on task during working hours. Recording the content of the communication can trace responsibility and strengthen the accountability mechanism when necessary.

Protect company information security

WhatsApp inquiry monitoring helps prevent the leakage of sensitive information. By reviewing information exchanges, companies can promptly detect and prevent possible data leakage or improper sharing, ensuring the company's information security.

Analyze customer data to optimize sales strategies

By collecting and analyzing customer inquiry data on WhatsApp, companies can better understand customer needs and adjust sales strategies accordingly to improve conversion rates and market competitiveness.

Improve customer service quality

WhatsApp inquiry monitoring tools can help companies track all interactions in the customer service process, ensure that customer questions and needs are responded to promptly and effectively, and improve customer satisfaction and service quality.

Comply with laws, regulations and company policies

Companies need to ensure that their communication behaviors comply with relevant laws and regulations as well as internal company policies. Monitoring WhatsApp inquiries can help companies detect and correct violations promptly, avoiding legal risks and potential fines.

Steps to monitor WhatsApp inquiry messages

1. Determine monitoring targets

Identify key performance indicators (KPIs) for monitoring: such as response time, resolution rate and customer satisfaction, to quantify the monitoring effect.

Determine monitoring frequency: Ensure the timeliness and accuracy of WhatsApp inquiry data while avoiding waste of resources caused by excessive monitoring.

2. Choose a monitoring tool

To effectively monitor WhatsApp inquiry information, you first need a platform that can centrally manage all the team's WhatsApp accounts. Such a system should allow control and supervision of all account activities in a unified interface. SaleSmartly, as an omnichannel customer communication platform, not only simplifies the integration of multi-channel messages but also provides automated chat allocation and internal conversation management to promote efficient collaboration between teams.

With SaleSmartly, companies can centrally handle all customer interactions and improve the efficiency of customer analysis and tracking. The platform can integrate your customer database, view all customer activities and browsing history, and keep data synchronized with information systems.

1. Open SaleSmartly, enter the operation page, click [Integration] - [WhatsApp API]/[WhatsApp App] - [Add Device]

Steps to connect to your WhatsApp account:

【WhatsApp API】: There are three ways to access the service: self-service registration, self-service account register, and third-party access. For details, please refer to: Introduction to WhatsApp Business API: Full analysis of functions, charges, and application methods (salesmartly.com)

【WhatsApp App】: Select the IP region where the device is located, then scan the QR code with the APP to log in.

2. On the [Online Chat] page, you can find all session information and customer information. Employees can add [session tags] and [visitor tags] to facilitate better management of different customers in the future.

If you are worried about missing information, you can filter in the box labeled [All] in the upper left corner and select the [Unreplied] messages to ensure that you do not miss any customer inquiries.

The marked [Visitor Tags] and [Session Tags] can be viewed together in the icon of two little people.

3. On the [Conversation Management] page, you can see the total conversation data, with detailed information for each conversation below. Just click the name of the [Contact] to view the conversation content.

4. If you want to know how many conversations each employee has received, the company can see the reception conversation data of different employees in [Team Management] - [Personnel Management].

Note: When monitoring WhatsApp inquiry messages, you must comply with relevant privacy laws and regulations to ensure that the monitoring activities are legal and compliant and do not infringe on personal privacy. And inform employees of the monitoring policy, including the scope, purpose and method of monitoring WhatsApp inquiry messages, to ensure transparency and fairness. Monitoring cannot be carried out without the knowledge of employees.

Factors for spot-checking WhatsApp inquiries

Randomness

Through irregular spot checks, we ensure that employees always maintain an efficient and professional working state.

Abnormal pattern recognition

When the system detects abnormal behavior, such as high-frequency inquiries during non-working hours or the appearance of sensitive keywords, it will conduct spot checks to ensure that potential problems or violations are discovered promptly.

client feedback

Based on customer complaints or compliments, spot checks are conducted on specific employees or transactions to ensure the quality of inquiry services and the company's reputation.

Performance indicators

Spot-checking employees whose performance is below expectations based on their performance indicators, such as closing rate or customer satisfaction, helps us better identify problems and provide directions for improvement.

Customer information

By monitoring conversations with more information, we can not only gain in-depth insights into the service quality of our employees but also the fact that customers ask relatively more questions in these conversations. From this, we can more accurately capture the specific needs and expectations of customers, which helps us to further understand them.

New employees

By conducting more frequent spot checks on new employees, we can learn from their services how well they understand the business and provide more targeted training.

Further reading

Flexible use of WhatsApp API number: Optimize customer communication process (salesmartly.com)

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers (salesmartly.com)

A diagram to tell you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API Number (Enterprise Number) (salesmartly.com

### [How to Effectively Stir and Clean Groups to Improve the Quality and Engagement of WhatsApp Groups](https://www.salesmartly.com/en/blog/docs/whatsapp-group-management)

As a global giant in private communication, WhatsApp's group function is the preferred platform for many cross-border sellers to chat and sell. Sometimes, to increase the popularity of their WhatsApp groups, merchants will conduct a series of "group speculation" and "group cleaning" operations. Group speculation refers to the strategy of operators to increase group activity through multiple accounts, while group cleaning involves cleaning inactive members and introducing new blood to improve group quality. Next, this article will discuss the two methods of "group speculation" and "group cleaning" in detail, and provide corresponding suggestions.

Definition of WhatsApp group hype and group cleansing

Definition of stir-fry

"Group speculation" is a behavior that simulates high activity and user engagement by operating multiple accounts to interact in the same group. An employee may control up to a dozen or more WhatsApp accounts, each of which exists as an independent group member. These accounts interact in an organized manner within the group, such as initiating discussions, replying to messages, sharing content, etc., thereby creating the illusion of an active community. The purpose is to attract the participation of real users, increase the trust of potential consumers, and improve the conversion rate of goods or services.

Definition of group washing

"Group cleaning" means that group administrators regularly clean up inactive or invalid group members and may invite new members to join to keep the group active and relevant. The purpose of group cleaning is to maintain the quality of the group and ensure that information can be effectively conveyed to truly active and interested users. This practice helps to improve the operation effect of the group and better achieve the goals of commercial promotion or social interaction.

The difference between stir-frying and washing groups

The main difference between group speculation and group washing lies in the subject and purpose of the operation. Group speculation focuses on artificially creating an active communication atmosphere through the operator's multi-account operation, while group washing focuses on improving the overall quality of the group by managing the participation of real users. Although both aim to increase the attractiveness of the group, group speculation relies more on false appearances, while group washing focuses on the actual user quality and participation.

The purpose and operation process of WhatsApp group speculation

The core of group speculation is to attract potential buyers or enhance the participation of existing users through artificially created activity. In this process, the group owner or merchant may gain economic benefits from product sales, brand promotion, or other value-added related services. The profit model of group speculation is usually indirect, which indirectly promotes sales and achieves profits by increasing the attractiveness of the group.

WhatsApp group chat process

1. Log in to the WhatsApp backend and register multiple WhatsApp accounts. If you want to register a WhatsApp personal account or a WhatsApp Business account, you can register directly on the official website.

If you cannot receive the verification code, you can check the following article: Unable to receive WhatsApp verification code? Here are the reasons and solutions! (salesmartly.com)

2. Integrate these accounts into the SaleSmartly backend. All accounts will be integrated into the same operation panel to facilitate subsequent "group speculation" and "group cleaning" operations.

3. Then find [Group Message] - [Create Plan] - Select WhatsApp App channel

4. To filter the recipients, click [Advanced Filter], select the account to which you want to send the message from the social media accounts, and then confirm the filter.

5. In addition to basic screening through social media accounts, you can also add the following conditions to conduct group operations more accurately.

6. Fill in the content to be sent. SaleSmartly supports multiple forms such as text, pictures, attachments, videos, and audio, and allows you to choose the time to send. Remember to have a time difference between different accounts, otherwise, it will be easy to be exposed!

The purpose and operation process of WhatsApp group cleaning

The main purpose of group cleaning is to improve the overall quality and efficiency of the group. By filtering out inactive or irrelevant members, group owners can ensure that information and discussions are more focused on the target audience. Group cleaning also helps improve the user experience within the group because members can interact in a more active and relevant environment. Group cleaning can also provide a more accurate audience for targeted advertising, thereby improving advertising conversion rate and ROI (return on investment).

WhatsApp group cleaning process

1. Evaluate member activity: Regularly check the activity and engagement of group members. This can be done by observing how often they speak, how often they respond to other people's messages, and how much they participate in group activities.

2. Communicate directly with group members: If a member has been inactive for a long time, the group administrator can contact them privately to ask if they are still interested in the group and inform them of the group's active participation policy.

3. Removal of inactive members: After giving members ample notice and time, if they remain inactive, group administrators may consider removing them from the group. This should be done respectfully and politely.

4. Feedback and adjustment: Collect feedback from group members to understand their views on the group and suggestions for improvement. Adjust group management strategies accordingly to improve user experience and group efficiency.

5. Regular cleanup: Set a certain period, such as cleaning up group members once a quarter or once a year.

Further reading

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates (salesmartly.com)

A diagram showing the difference between WhatsApp, WhatsApp Business ID and WhatsApp API ID (Enterprise ID) (salesmartly.com)

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers (salesmartly.com)

### [How to Let Customers Contact Businesses Directly on WhatsApp Without Adding Contacts](https://www.salesmartly.com/en/blog/docs/chat-on-whatsapp-directly)

A big challenge that many cross-border sellers often encounter when promoting their products is how to quickly establish contact with potential customers after attracting their attention. Many customers may want to communicate with you directly after browsing your official website, but they don’t know how to contact you quickly and conveniently. The most direct way is usually to add WhatsApp to communicate, but many customers are reluctant to add unfamiliar sellers as friends, so they may choose to give up.

To address this problem, this article will introduce several ways to allow customers to contact you directly on WhatsApp without adding any contacts. After integrating these methods into your website, you will be able to provide a smoother and user-friendly communication experience, allowing customers to connect with your business directly through WhatsApp.

Why “Contact Without Adding on WhatsApp” Matters More Than Ever

WhatsApp has become a primary customer communication tool for many businesses, especially across Southeast Asia, Latin America, and India, where the platform dominates daily messaging.

However, the traditional requirement to add a number before chatting creates unnecessary friction. It weakens customer experience and hurts conversion.

From a customer’s point of view, their hesitation is understandable:

“I just have a quick question. I don’t want to save your number.”

“If I add you, you might start sending me ads every day.”

“My contacts are already a mess. I don’t need another unknown number.”

From a business standpoint, this rule also causes practical issues:

Common Situation
Problem Caused

Customers must add your number before messaging
High bounce rate and lost leads

Customers add the number but stay silent or block it
No way to track or follow up

WhatsApp number is publicly displayed
Prone to spam and hard to trace traffic sources

This brings us to the core question every business faces today:👉 How can you let customers contact you on WhatsApp instantly, just by clicking a link, without saving your number?

Create your link

Open your browser and enter https://wa.me/ where requires the full phone number in international format. When adding the phone number in international format, omit any zeros, brackets, or dashes.

Example:

Correct format: https://wa.me/1XXXXXXXXXX

Incorrect format: https://wa.me/+001-(XXX)XXXXXXX

Create your links using pre-filled text

If you need to send pre-filled text directly to the conversation,

Use the format https://wa.me/whatsappphonenumber?text=urlencodedtext where whatsappphonenumber is the full phone number in international format and urlencodedtext is the pre-populated, URL-encoded text.

Example: https://wa.me/1XXXXXXXXXX?text=I'm%20interested%20in%20your%20car%20for%20sale

To create a link with only pre-filled text content, use https://wa.me/?text=urlencodedtext

Example: https://wa.me/?text=I'm%20inquiring%20about%20the%20apartment%20listing

After entering the link, click the [Continue Conversation] button, and then you can choose to download the WhatsApp App or expand it directly on the web page.

Using the Chat on WhatsApp button

In addition to setting up direct links to WhatsApp in multiple places on the official website, you can also embed a "Chat on WhatsApp" button on the website. With just one click, you can start a real-time WhatsApp conversation with the customer service team, so that you can receive the help and service you need quickly and consistently.

HTML code example

To embed an SVG image:

<a aria-label="Chat on WhatsApp" href="https://wa.me/1XXXXXXXXXX"><img alt="Chat on WhatsApp" src="WhatsAppButtonGreenLarge.svg" />

Embed PNG images

<a aria-label="Chat on WhatsApp" href="https://wa.me/1XXXXXXXXXX"><img alt="Chat on WhatsApp" src="WhatsAppButtonGreenLarge.png" />

Example Use Cases

Scenario
How to Use

Social media bio
Add a WhatsApp link instead of displaying your phone number

Website buttons/pop-ups / FAQ pages
Insert a “Chat on WhatsApp” button to encourage instant messaging

SMS campaigns / email newsletters
Include a “Click to WhatsApp” link for quick engagement

Offline promotions
Generate a QR code for your WhatsApp link — customers can scan and chat immediately

The Limitations of Manual Setup

Although these methods work, they also come with several downsides:

No customer identification: You can’t tell who the user is or which channel they came from.

Difficult message management. One phone number and app can’t efficiently handle multiple inquiries.

Lack of teamwork. Only one person can reply; no shared inbox or collaborative workflow.

Adding widgets with SaleSmartly

1. Open SaleSmartly and click Create plugin in [Integration].

2. Find the WhatsApp portal under the [Port Integration] category. You can directly associate the business API number that has been connected to SaleSmartly or directly enter the WhatsApp number to complete the configuration.

Benefits of using SaleSmartly to set up

1. Multi-Agent Collaboration, Never Miss a Chat

SaleSmartly not only supports integration with WhatsApp but also with multiple social media channels, including Facebook Messenger, Instagram, Telegram, Line, Email, WeChat, etc. All these settings can be easily completed on the designated page. SaleSmartly can easily manage messages from multiple channels in a unified manner.

SaleSmartly allows you to integrate multiple WhatsApp accounts. By configuring smart diversion links, customers can be assigned to different WhatsApp accounts for reception based on their random selection or needs during a specific period.

Tutorial on how to configure a diversion link: Are you afraid of being blocked if your WhatsApp is frequently added to? Diversion links can help you (salesmartly.com)

2. Manage Multiple WhatsApp Accounts with Smart Routing

You can connect multiple WhatsApp numbers to SaleSmartly and configure smart routing links to automatically distribute customers based on random allocation, time periods, or traffic sources.

📘 Learn more: Worried about your WhatsApp account getting blocked? Smart Routing Links can help.

3. Auto Replies and Tags for Smarter Lead Management

Set up keywords in SaleSmartly to automatically trigger instant replies, reducing response time and improving satisfaction.

Beyond automation, SaleSmartly tags customers based on behavior, keywords, and source channels, enabling more precise segmentation and follow-up.
These tags sync with your CRM to build complete customer profiles and strengthen your multi-touch marketing campaigns.

Ready to try it yourself? 👉 Click the button below and experience how effortless WhatsApp communication can be with SaleSmartly!

Sign Up Free

Further reading

Five ways to generate WhatsApp links! Which one is right for you?

Flexible use of WhatsApp API number: Optimize the customer communication process

Accurate monitoring drives sales growth: A guide to monitoring WhatsApp inquiries

### [Step-by-Step Guide to Teach You How to Easily Unblock Your WhatsApp Account](https://www.salesmartly.com/en/blog/docs/whatsapp-blocked-unblocking)

WhatsApp accounts are usually blocked because of violations of WhatsApp's terms of service or usage policies. These regulations are designed to ensure the security of the platform and proper interaction between users. Therefore, a series of inappropriate usage behaviors, such as sending spam, spreading inappropriate content, or using unauthorized third-party applications, may lead to account blocking. In addition, account security issues such as being hacked or complaints from other users may also trigger account blocking.

When an account is blocked, users will lose access to their messages, contact lists, and important chat history, which can seriously affect the progress of their business. Therefore, it is important for users who use WhatsApp to understand WhatsApp's policies, measures to prevent account blocking, and how to restore their account once it is blocked.

Common reasons why WhatsApp accounts are blocked

Violation of User Agreement

WhatsApp's Terms of Service and Usage Policy are designed to protect the safety of users and provide a fair and healthy communication environment. Violating these terms is one of the most common reasons for account suspension. Here are some typical violations:

Spamming: Continuously sending unsolicited advertisements or repeated messages to multiple contacts is considered spam, which seriously interferes with the user experience.

Sending inappropriate content: Sharing pornographic, violent, or hate speech content on WhatsApp is a serious violation of community standards. Such content not only disrupts the order of the platform but may also violate the law.

Security Question

Account security issues are also an important factor leading to account blocking. If your WhatsApp account is stolen, it may be used by the other party to send spam or perform other malicious activities. In this case, WhatsApp may temporarily block this account in order to protect the security of the community.

User Complaints

If reported by multiple users, WhatsApp officials will also intervene in the investigation and ban the account after confirming the violation.

Sending messages in batches

Using automated tools or robots to send bulk messages is a common violation. This behavior usually involves sending the same message to a large number of users indiscriminately, which not only interferes with the user experience but also violates WhatsApp's anti-spam policy. Once the system detects such behavior, the account may be immediately banned.

Frequently switching accounts

In order to manage operations efficiently, many businesses often need to operate WhatsApp accounts on multiple devices and multiple accounts. Multiple accounts and multiple devices mean that you need to switch accounts frequently. Although this can achieve higher efficiency at the business level, it is also easy to trigger WhatsApp's automatic security measures, resulting in account closure.

How to prevent your WhatsApp account from being blocked

Comply with WhatsApp's Terms of Service and Usage Policy

Avoid sending spam and inappropriate content

Check your account security settings regularly

Enable two-step verification

Update your password regularly

Monitor account activity

Educate Yourself About Phishing Attacks

Clean up your contact list regularly

Use SaleSmartly to integrate WhatsApp accounts, so you can log in to multiple devices and accounts without switching

Do not use personal or business accounts to send group messages. If you need to send messages in bulk, use the API number. The probability of API numbers being blocked is relatively low.

How to unblock a WhatsApp account

Request a review of the WhatsApp app

1. Open WhatsApp App

2. Enter the blocked mobile phone number and press "Next"

3. Click "Support"

4. Enter the verification code sent to your mobile phone number

5. Fill out the review application and upload the corresponding information

Contact WhatsApp Official

You can contact WhatsApp's official support page to resolve your issue. This page covers a variety of support options:

WhatsApp Messenger Support: General questions and technical support for individual users.

WhatsApp Business Support: Designed specifically for business users, providing support services related to business accounts.

WhatsApp Accessibility and Assistive Technology Support: Helps users with special needs address barriers to accessing and using WhatsApp.

WhatsApp Enterprise Solution: Solution support for large enterprises involving advanced features and enterprise-grade deployments.

Privacy Policy Questions: Inquiries and answers to questions about user privacy and data protection.

If you are a personal WhatsApp user

After clicking on WhatsApp Messenger Support, you will be redirected to a questionnaire page where you need to fill in your phone number, email address, login device, and the information you need to file a complaint.

When describing the information, try to explain in detail why your account should not be banned. This can include any relevant background information, specific events that may have caused misunderstandings, reasons why you think the information is inaccurate, etc. Be objective and truthful in your description, and avoid using emotional language.

After filling in the form, click "Next". If "Question sent successfully" appears, the appeal is valid. Then wait patiently for WhatsApp's reply.

If you are a WhatsApp business account user

WhatsApp will provide you with this email address: smb_web@support.whatsapp.com

You need to send an appeal email to this email address and wait for the official review result of WhatsApp.

WhatsApp unblocking request email template

Subject: Request to Unblock WhatsApp Account - [Your Full Name]

Dear WhatsApp Support Team,

I am writing to request the unblocking of my WhatsApp account associated with the phone number [Your WhatsApp Phone Number], which was suspended on [Date of Suspension]. I believe this was a result of a misunderstanding, and I have adhered to all WhatsApp terms and guidelines.

Please review my account status and consider reinstating my access. I am happy to provide any further information needed to resolve this issue.

Thank you for your attention to this matter.

Best regards,

[Your Full Name]
[Your Contact Information]
[Your Email Address]

Frequently asked questions

If you want to operate WhatsApp with multiple accounts and multiple devices, how can you reduce the probability of getting blocked?

Using multiple accounts and multiple devices to operate WhatsApp at the same time is often one of the main reasons for account blocking. Frequent switching of accounts and inconsistent login IP addresses will alert WhatsApp officials, who will suspect that the account has been stolen or is in a potentially unsafe environment. To ensure the efficiency of team collaboration and account security, it is recommended to centrally manage all accounts on SaleSmartly. SaleSmartly is an omni-channel private domain communication tool that can integrate various WhatsApp accounts, including personal accounts, business accounts and API accounts. Through SaleSmartly, different users can jointly manage and operate these WhatsApp accounts, thereby effectively realizing collaboration and communication between teams. In addition, SaleSmartly also provides a series of automation tools to help teams optimize customer communication and improve work efficiency.

I was blocked while using WhatsApp for customer service, what could be the reason?

If your account is blocked while using WhatsApp for customer service, it may be because the system has detected unusual behavior, such as sending a large number of similar or automated messages. WhatsApp's anti-spam system automatically detects such behavior to prevent abuse. It is recommended that when providing customer service, ensure that communications are personalized and comply with WhatsApp's usage policies.

How long does it usually take to unblock a WhatsApp account?

The time it takes to get your account unblocked may vary depending on the specific circumstances of your case. WhatsApp will usually review your application within a few business days. If you need faster processing, make sure your appeal is thorough and convincing.

Further reading

Tutorial on how to unblock WhatsApp API account (with picture guide and appeal template) (salesmartly.com)

Can't log in to WhatsApp? Check out these reasons (salesmartly.com)

Can't receive WhatsApp verification code? Here are the reasons and solutions! (salesmartly.com)

### [WhatsApp App vs WhatsApp Business Number vs WhatsApp API: Which One Do You Need?](https://www.salesmartly.com/en/blog/docs/whatsapp-business-account-whatsapp-api-account)

As the preferred communication tool for billions of users around the world, WhatsApp has designed a variety of account types to meet the needs of different users. WhatsApp personal accounts are mainly designed to facilitate daily communication for users, while WhatsApp Business accounts are launched for small business owners and can be used to promote customer relationship management and marketing activities. For larger companies, you can use WhatsApp API accounts, which will provide more advanced features such as integrated CRM systems, automated services, and large-scale communications. This article will explore the differences between these three account types and their respective usage scenarios to help users understand which type best suits their needs.

WhatsApp personal number

Main functions of a WhatsApp personal account:

A. Text, picture, video, and voice messages: Users can send and receive instant text messages, share pictures and videos, and send voice messages to meet daily communication needs.

B. Group Chat: Supports the creation of groups so that multiple people can join the same conversation, facilitating collective discussions among family, friends, or work teams.

C. WhatsApp Status: Allows users to post updates that last for 24 hours, sharing personal moments or thoughts.

WhatsApp personal number is suitable for people:

A. Personal users: suitable for daily communication and social use

B. Small-scale personal communication: users who communicate within a small group without any marketing purpose.

WhatsApp personal number advantages and limitations:

Advantages: Free to use; WhatsApp personal accounts are free for all users, and you can enjoy all its basic functions without paying any fees.

Limitations: Cannot be used for marketing; lacks specialized features for businesses, and using a personal WhatsApp account for marketing is prone to being blocked.

WhatsApp Business Number

WhatsApp Business Number Definition and Main Functions

A. Display business information: Companies can set up detailed business information, including address, description, email address, and official website link, so that customers can easily understand business information.

B. Automatic reply: WhatsApp Business accounts support setting automatic reply messages, such as welcome messages and automatic replies when offline, to improve customer service efficiency.

C. Label system: WhatsApp Business accounts allow businesses to use labels to organize chats and customer information, simplifying the customer relationship management process.

D. Product catalog: Companies can display their product catalog, allowing customers to browse and query product information directly in the WhatsApp interface.

WhatsApp Business Number is suitable for people

A. Small businesses and sole proprietors: Suitable for small businesses and sole proprietors who need to maintain close communication with customers.

B. Customer service and marketing: Companies that want to provide customer support and conduct marketing activities through instant messaging tools.

WhatsApp Business Number Advantages and Limitations

Advantages: A. Most features are free: Most features of the WhatsApp Business account are free, but some advanced features may require payment.

B. Can be used directly in the App: You can use it directly in the WhatsApp Business App, without having to access the port yourself like the API number

Limitations: Although it provides some business features, its scale is limited compared to the WhatsApp API and cannot meet the needs of large enterprises.

WhatsApp API Number

WhatsApp API number definition and main functions

A. Advanced automation and integration capabilities: Provides enterprises with advanced message automation options, such as chatbots, and can be connected to advanced features such as CRM systems and customer service tools

B. Large-scale message sending: allows companies to send large numbers of messages through API interfaces, which are suitable for broadcast notifications, customer notifications, etc. However, if reported, the account will still be blocked, so be careful when sending.

C. Third-party software integration: Supports integration with third-party software, expanding the company's capabilities in customer relationship management and data analysis.

D. Advanced analytics and reporting: Provides deeper data analysis and reporting capabilities to help companies better understand customer interactions and communication effectiveness.

WhatsApp API number applicable to people

A. Medium to Large Enterprises: Suitable for medium to large enterprises that need to handle a large number of customer communications and have complex customer service processes.

B. High-frequency interaction with a large number of customers: Businesses that need to interact with a large number of customers at a high frequency, such as e-commerce platforms and large retailers.

WhatsApp API Number Advantages and Limitations

Advantages: A. High Scalability and Customization: WhatsApp API number provides a highly customizable and scalable solution that adapts to the changing needs of enterprises.

B. Support multi-user operation: Allow multiple team members to use the same account to interact with customers at the same time, improving work efficiency.

Limitations: A. Technical support and cost investment: Using WhatsApp API requires companies to develop their interface systems or cooperate with third-party service providers, which involves more cost investment.

B. Registration is difficult: you need to provide company information and then go through an official review before you can register.

C. Message charges: If you actively send messages using the API number, you will be charged. The specific price depends on the type of message and the region, and the template message sent needs to be officially reviewed in advance. If you reply to others, you will not be charged within 24 hours. After 24 hours, it will be considered as an active message.

How to manage a WhatsApp personal account, business account, and API account

Since the cost of developing a customized API interface system is high, enterprises also need to invest a lot of time and resources. Therefore, to save costs, enterprises can consider directly adopting mature third-party chat tool systems on the market. SaleSmartly, as an omnichannel private domain communication tool, can integrate the three types of WhatsApp accounts mentioned above, providing enterprises with a unified platform to more efficiently manage and maintain communication with customers.

Especially in terms of WhatsApp API numbers, enterprises can not only connect API accounts registered through third-party service providers such as Alibaba Cloud, YCloud, and NxCloud to the SaleSmartly platform but also directly obtain WhatsApp API accounts through SaleSmartly's self-service registration services. This helps enterprises to more conveniently enable and manage their WhatsApp API accounts, optimize customer communication, and improve business operation efficiency.

Further reading

WhatsApp Business API Introduction: Features, Fees, Application Methods

WhatsApp API number provider price comparison: helps you choose the most cost-effective service

Flexible use of WhatsApp API number: Optimize the customer communication process

Tutorial on how to unblock WhatsApp API account (with picture guide and appeal template)

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### [Top 10 Best WhatsApp CRM Integration Systems in 2025](https://www.salesmartly.com/en/blog/docs/the-best-WhatsApp-CRM-system)

As a popular international communication tool, WhatsApp has become an important tool for companies to conduct overseas trade with its huge base of 2 billion users worldwide. However, some companies have encountered some problems when using WhatsApp for sales: for example, user consultation information is scattered across multiple WhatsApp accounts and various social media platforms, making it difficult for team members to respond to user information promptly, affecting customer satisfaction. WhatsApp CRM system can solve this problem well. They can integrate multi-channel information and allow employees to reply to customer information from multiple channels on one platform, which can not only improve employee work efficiency but also improve user satisfaction and loyalty.

This article will introduce ten WhatsApp CRM systems, hoping to help companies select the WhatsApp CRM system that best suits their overseas business development and accelerate the company's internationalization process.

SaleSmartly

SaleSmartly is an omnichannel private domain communication tool that can integrate information from multiple foreign social media platforms, and through automated replies and data analysis tools, it helps companies provide customers with efficient and personalized services, making communication between companies and customers more convenient and intelligent.

Platforms that can be aggregated:

live chat, WhatsApp, WhatsApp Business API, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat

Free trial period:

14-day free trial

Pricing:

Free version: $0/month, 1 member, 1 social media account, 1,000 conversations, 500 automation triggers

VIP version: $9/month, 1 member, 10 social media accounts, unlimited session quota, unlimited automation triggers

Enterprise Edition: $199/month, 11 members, 10 social media accounts, unlimited session quotas, unlimited automation triggers, API interface connection

Customized version: customized quotation, customized service according to enterprise needs, exclusive account manager service

Pre-sales:

Provide professional technicians to conduct 1v1 product demonstrations

After-sales:

SaleSmartly provides 7*14 hours of technical Q&A ( 10 am to 12 pm )

Sleekflow

Sleekflow is an AI-driven multi-channel communication CRM platform that can set up robots to automatically reply to customers' common questions to improve teamwork efficiency. It also provides a one-click group messaging function to effectively improve user stickiness.

Platforms that can be aggregated:

WhatsApp, Salesforce, Shopify, HubSpot (the above four channels are not available in the free version), Facebook Messenger, Instagram, WeChat, LINE, Telegram, Viber, SMS

Free trial period:

7-day free trial

Sign Up Free

Pricing:

Free version: $0/month, 3 user accounts, 100 contacts

Professional Edition: $149/month, 3 user accounts, 2,000 contacts

Premium: $299/month, 5 user accounts, 10,000 contacts

Customized version: customized quotation, customized number of user accounts, customized number of contacts, business consulting services

Note: WhatsApp API account is charged separately ( $299/account/month ), WhatsApp message broadcasting fee is charged separately (see the official website link for specific charges)

Pre-sales:

Provide annual users with 1 hour of user training service from an expert team.

After-sales:

The AI robot is available all day, and staff will answer questions for annual users during business hours ( Monday to Friday 10 a.m. to 7 p.m. ET/ PT ).

Respond.io

Respond.io is an AI-powered customer conversation management software that provides the capabilities of capturing leads, automating chats, and converting interactions, which not only simplifies the communication process but also increases the speed of responding to customers.

Platforms that can be aggregated:

WhatsApp Business, Facebook Messenger, Instagram, WeChat, LINE, Telegram, Viber, SMS, WordPress, Squarespace, Shopify, Wix Website, Joomla, Twilio-SMS, MessageBird-SMS, Gmail, Outlook

Free trial period:

Seven-day free trial

Pricing:

Starter Edition: $79/month for 5 users (additional users $ 12/month)

Advanced: $159/month. 10 users (additional users $ 20/month ), starting at 1,000 active contacts per month

Premium: $279/month. 10 users ( additional users $ 24/month ), starting at 1,000 active contacts per month

Customized version: customized quotation. Unlimited users, customized monthly active contacts according to enterprise needs

Note: WhatsApp charges are not included in Respond.io subscriptions. WhatsApp conversation charges are calculated separately.

After-sales:

Provide 7*24 hours of customer service response

Jivochat

Jivochat is an online website customer service system that provides features such as automatic triggering, callbacks, visitor information, etc., allowing your sales and customer service teams to communicate with users through online chat, phone, email, and social media channels.

Platforms that can be aggregated:

Aggregate Live chat, Facebook, Telegram, Instagram, WhatsApp

Free trial period:

14-day trial

Pricing:

Pay per seat

Professional Edition: $19/seat/month, up to 5 seats

Enterprise Edition: $38/seat/month, can have 10 or more seats

Note: Additional features are charged separately, WhatsApp: $ 25/month; Jivo Marketing: $ 5/month; AI : $ 12/month; Phone: $ 4/month; Video Call: $ 21/month

After-sales:

Provide 7*24 hours of customer service response

ChatDaddy

ChatDaddy is a leading WhatsApp automation tool designed to help small, medium, and large businesses optimize customer communication and marketing efforts. The platform offers a range of tools, including team inbox management, chatbot creation, broadcast messaging, and CRM, allowing businesses to easily manage large amounts of customer information on its platform.

Platforms that can be aggregated:

WhatsApp

Free trial period:

14-day trial

Pricing:

Pay per seat

Professional Edition: $99/seat/month, 5 user logins, 2 WhatsApp account logins, 4 other integrated channels

Premium: $249/seat/month, 9 user logins, 3 WhatsApp account logins, 6 other integrated channels

Customized version: Customized charges. Customized number of users, customized information, customized integration channels

Note: Additional functions are charged on an annual basis. Additional phone: $ 300/year; Additional user: $ 108/year (can only be booked on an annual basis)

After-sales:

AI robots are available all day. (Separate expert consultation packages are also available, which can provide additional support from the expert team)

WADesk

WADesk is an overseas private domain marketing tool focused on WhatsApp marketing and customer acquisition. The platform provides functions such as automated chat, customer segmentation, and real-time reporting. It also uses AI to empower the entire marketing process and drive the continued growth of corporate customers.

Platforms that can be aggregated:

WhatsApp

Free trial period:

3-day trial period

Pricing:

Pay per seat

Professional version: $499/year, 5 WhatsApp accounts to log in

Enterprise: $1499+/year, 5 ports * 5 seats, all features of the Premium plan

Customized version: Customized charges. Customized number of users, customized information, customized channels

Note: Additional functions are charged on an annual basis. Additional phone: $ 300/year; Additional user: $ 108/year

After-sales:

Add the corporate WeChat of manual customer service for consultation.

Wati

Wati is an automated customer communication platform based on the WhatsApp API. It provides automatic replies, group messaging and custom chatbots to help businesses and customers easily manage large amounts of customer information.

Platforms that can be aggregated:

WhatsApp

Free trial period:

7-day free trial

Pricing:

Basic: $49/month, 5 users (additional users $12/month/user), 1,000 free bot sessions per month

Pro: $99/month, 5 users (additional users $24/month/user), 2,000 free bot conversations per month, 250 free AI replies per month

Enterprise Edition: $299/month, 5 users (additional users $69/month/user), 5,000 free robot conversations per month, 1,000 free AI responses per month, dedicated account manager 24/7 priority service

Note: WhatsApp charges are based on conversations.

After-sales:

WhatsApp AI robot is available 24/7, or you can send an email to support@wati.io for consultation

Manychat

Manychat is mainly known for its powerful chatbot and automation functions, which help companies communicate with customers on a large scale through WhatsApp and other social platforms, reducing customer service workload and labor costs.

Platforms that can be aggregated:

WhatsApp, Facebook Messenger, Instagram, SMS

Free trial period:

No free trial period

Pricing:

Free version: $0/month, 1 team member, 3 keyword triggers

Professional Edition: $15/month, 3 team members, unlimited keyword triggers

Customized version: Customized fee. All functions of the platform can be customized, and experts are provided to conduct specialized product training.

Billing by number of contacts: 500 people ( ＄15/month ), 2,500 people ( ＄25/month ), 5,000 people ( ＄45/month ), 10,000 people ( ＄65/month )

After-sales:

Live customer service will respond from Monday to Friday, 9:30 am to 5:30 pm (GMT +8)

Zendesk

Zendesk is a world-renowned customer service platform that provides WhatsApp integration. It provides basic online chat features, including automated processes, setting labels for users, etc. With Zendesk, companies can create simple automated workflows to handle customer inquiries.

Platforms that can be aggregated:

WhatsApp, Gmail, Outlook, Yahoo, Apple Mail

Free trial period:

Startups can apply for a six-month free trial.

Pricing:

Basic: $55/month, 5 automated solutions, reports refreshed every 24 hours

Advanced version: $89/month, 10 automated solutions, reports refreshed every 24 hours

Professional Edition: $115/month, 10 automated solutions, report refresh every hour

Customized version: Starting from $19/month, small and medium-sized enterprises can customize their plans according to their needs

Note: The above package fees are calculated based on annual reservations, and there is only one seat. The fees for each additional seat are cumulative.

After-sales:

AI robots are available all day long, or you can leave your email or phone number and wait for a response from a human customer service representative.

WAPlus

WAPlus is a simplified WhatsApp management tool that allows businesses to efficiently handle customer messages without the need for complex systems by providing features such as conversation management, smart replies, and adding chat history.

Platforms that can be aggregated:

WhatsApp

Free trial period:

No free trial period

Pricing:

Free version: $0/month, 3,000 characters/month AI translation

Advanced version: $7.99/month, 10,000 characters/month AI translation, automatic reply

Professional version: $14.9/month, 500,000 characters/month AI translation, automatic reply, automatic chat synchronization

Customized version: $19.9/month, 1,000,000 characters/month AI translation, automatic reply, automatic synchronization chat

After-sales:

Customer service can be contacted via the email provided ve ysielle9298@gmail.com

Summarize

The above is the introduction of the basic information of the top ten WhatsApp CRM systems in 2025. Each system has different services and applicable scenarios. When looking for the CRM system that best suits your business, you can first try the free trial functions of different systems to experience which product's functions and operations are most in line with your business needs through practical operation.

Further reading

A diagram showing the difference between WhatsApp, WhatsApp Business ID and WhatsApp API ID (salesmartly.com)

How to use WhatsApp to operate private domains? (salesmartly.com)

WhatsApp Business API Primer: Features, Pricing, and Application Methods (salesmartly.com)

Flexible use of WhatsApp API number: Optimize customer communication process (salesmartly.com)

### [WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp](https://www.salesmartly.com/en/blog/docs/Enterprise-Wechat-business-functions-into-WhatsApp)

For many merchants in the foreign trade industry, WhatsApp is the most commonly used platform for communicating with customers, promoting sales, and expanding overseas markets. According to statistics, 108 countries and regions worldwide currently use WhatsApp for daily communication, with 2 billion monthly active users. However, many domestic sellers will encounter the following problems when using WhatsApp:

1. WhatsApp is divided into a personal version, a business version, and an API version, and the three versions are not interoperable.

2. WhatsApp accounts are more external and lack internal enterprise management functions.

3. WhatsApp accounts are usually owned by individuals, which may lead to the risk of employees taking customer resources with them when they leave the company.

Based on the above questions, we found WeChat for Business, which is also focused on toB communication, as a comparison object. Both WhatsApp and WeChat try to expand their business in the 2B market through customer management and marketing activities in the C2B model. The two have certain similarities in function, but the difference lies in the market areas they serve. However, WeChat is more in line with the usage habits of domestic users. Therefore, this article will explore how to implement some excellent business functions of WeChat for Business on WhatsApp to help users optimize their business operations on WhatsApp.

Similarities and differences between WhatsApp and WeChat Business

Similarities

1. Strong social attributes and network effects

WhatsApp and WeChat for Business both have strong social attributes at their core, and the interaction between users is not limited to personal communication, but can also spread to the business field. This social dynamic promotes the rapid circulation of information and word-of-mouth spread of brands, creating a self-reinforcing network effect for enterprises, thereby helping businesses to expand new customer groups based on existing users.

2. Large-scale and highly sticky user base

Both platforms have a large user base, which is not only numerous but also has a high frequency of daily use and strong dependence on the platform. Such a user pool provides companies with a rich source of potential customers, and through high-frequency interactions, companies can establish closer and longer-term relationships with customers.

3. Mature social module technology and operational experience

WhatsApp and WeChat for Business both use their existing social module technologies and deep operational experience to provide stable and reliable business communication services for corporate users. These mature technology platforms ensure the efficient transmission and processing of business information while providing a communication method that users are accustomed to, reducing the cost of user adaptation and operational difficulty for enterprises.

Differences

1. Rich in functions

Enterprise WeChat provides a variety of functional modules to support internal enterprise communication, customer management, workflow management, etc., while WhatsApp is mainly aimed at communication between enterprises and customers and does not support functions such as internal enterprise member management.

2. C2B Conversion

WeChat for Business relies on the huge user traffic of WeChat to achieve C2B conversion, allowing companies to directly obtain potential customers from the WeChat ecosystem. Although WhatsApp has a huge user base worldwide, its ecological integration in C2B conversion is not as good as WeChat for Business.

3. User Experience

WeChat for Business allows users to switch to WeChat for Business seamlessly, reducing the user's adaptation cost. Although WhatsApp Business also provides an experience of interoperability with WhatsApp Messenger, its scalability in enterprise functions is not as good as WeChat for Business.

How to expand WhatsApp's functionality

After understanding the limitations of WhatsApp, we need to consider what methods can be used to expand the business functions of WhatsApp. Because even if WhatsApp is limited in some functions, its huge user base and extensive international influence cannot be ignored. Next, I will teach you how to expand the functions of WhatsApp through SaleSmartly, an omnichannel private domain communication tool, so that it can be closer to the efficient standards of WeChat for Business in terms of business communication and customer management.

1. Ownership of account assets

Many overseas bosses realize a problem when using WhatsApp to discuss deals: the personal attributes of WhatsApp accounts are too strong.

This is in stark contrast to the corporate account management mechanism of WeChat for Business, where there is a resignation inheritance feature that allows companies to easily take over former employees’ accounts and customer relationships, whereas in WhatsApp, once employees leave, they are likely to take away customer data and business information under their personal accounts, bringing potential customer loss risks to the company.

Solution

To avoid the above-mentioned situation, companies can integrate WhatsApp accounts into the SaleSmartly platform. This means that employees will no longer directly operate WhatsApp accounts, but will communicate and manage through the SaleSmartly intermediary platform. The advantage of this is that employees do not have ownership of customer data and business information in WhatsApp accounts, and cannot take this information with them when they leave.

When an employee leaves, the company only needs to revoke the employee's access rights on SaleSmartly and add the new employee's account to the relevant projects. In layman's terms, it can achieve a change of skin instead of a change of number. This transition process not only ensures the security of information but also ensures that the new employee can quickly take over the predecessor's business and continue to communicate with customers seamlessly.

2. Customer operation management

When dealing with the issue of WhatsApp account assets, another problem arises: since WhatsApp accounts are usually owned by individuals, customer information cannot be centrally managed. The customer information held by each employee is scattered, making it difficult for companies to build a unified customer database. When companies want to send unified marketing information to all existing customers, they can only rely on employees to regularly submit their customer data.

This process is not only cumbersome but may also lead to duplication and redundancy of information. Employees may delay or forget to upload data for various reasons, resulting in inconvenience and inaccuracy in data management. Moreover, without a centralized customer database, it is difficult for companies to conduct effective data analysis and customer insights, which limits the effectiveness and accuracy of marketing activities.

Solution

After integrating WhatsApp accounts into the SaleSmartly platform, businesses will be able to automate the collection of customer communication data. Whenever a customer interacts with a business via WhatsApp, the relevant customer information will be automatically included in a centralized customer database. This integrated process not only simplifies data management but also ensures that the information is updated and accurate on time.

SaleSmartly provides an intuitive interface that displays important information such as the customer's source channel, account information used, and employee responsible for service. Companies can easily track customer touchpoints and interaction processes. Users can also quickly access chat records with specific customers by clicking the "Details" and "Chat Back" buttons on the right side of the interface. Allow team members to review historical conversations to better understand customer needs and preferences.

If you already have an existing customer list, you can also import it directly into the SaleSmartly system. Currently, it supports the import of WhatsApp personal accounts, business accounts, API accounts, and Email accounts. SaleSmartly also supports companies to specify which employee the imported customer list should belong to so that customer information can be directly associated with the sales or customer service staff responsible for them. This personalized attribution setting helps ensure the continuity of customer relationships and enables employees to manage and follow up on their customer groups more efficiently.

3. Live code (diversion QR code/diversion link)

WeChat for Business also has a very special feature - Live Code, which is an intelligent QR code management tool. Although a unified QR code is displayed to the outside world, when customers scan the QR code, the system will automatically assign them to different customer service personnel. This feature is particularly suitable for merchants who display sales or customer service QR codes in offline stores.

Traditionally, if a merchant only places a QR code for a fixed employee, this employee may be overloaded with work and unable to respond to all customer needs on time, or even miss important customer information. The intelligent diversion function of the live code effectively solves this problem. With the live code, even if all customers scan the same QR code, the system can evenly distribute customer requests to multiple customer service personnel, ensuring timely response to customer inquiries and efficient service.

Solution

The [Diversion Link] feature can be found in SaleSmartly 's [Robot], where users can create exclusive links according to their needs. Companies can choose different diversion strategies, such as random diversion so that customer consultation requests will be randomly assigned to different customer service staff to ensure balanced workload distribution.

For those merchants who operate global businesses, the diversion link provides the option of diversion by period. Enterprises can arrange corresponding employees according to different geographical markets. Such a period diversion strategy ensures that global customers can receive timely service and support at the right time.

After the settings are completed, click [Promote] on the right to obtain the active code and diversion link.

4. Information collection and monitoring

WhatsApp provides three different types of accounts in business applications: personal accounts, business accounts and API accounts. Each account has its own unique application scenarios and functions. Personal accounts and business accounts are operated through their applications, while API account needs to be integrated into third-party software before they can be used. For details, please refer to: A picture tells you the difference between WhatsApp, WhatsApp business account and WhatsApp API account (enterprise account)

Although these three accounts are independent of each other in the WhatsApp ecosystem, in actual business, companies often need to use these accounts at the same time to manage different customer groups and business needs. Frequent switching between different types of accounts is not only time-consuming and labor-intensive but may also lead to interruptions in workflow and reduced efficiency.

Solution

As an omni-channel private communication tool, SaleSmartly not only supports access to three types of WhatsApp accounts but also supports access to multiple popular overseas social media platforms such as Facebook, Instagram, TikTok, LINE, Telegram, etc. This means that companies can manage all social media interactions on a unified interface without having to switch back and forth between different applications and platforms, thus significantly improving work efficiency.

Companies that need to monitor customer inquiries on a daily basis, can also centrally manage and review customer inquiries on all channels on SaleSmartly, making tracking customer interactions simple and efficient. Companies can monitor customer feedback in real-time and adjust business strategies and customer service processes promptly.

Summarize

As an important communication platform in the foreign trade industry, WhatsApp faces problems such as imperfect system ecology, personal ownership of accounts, and insufficient internal management, but its broad user base and influence in the global market cannot be ignored. With its rich functions and advantages in adapting to domestic user habits, WeChat for Business provides companies with another efficient business communication model.

To achieve business efficiency similar to that of WeChat for Business on WhatsApp, the application of the SaleSmartly platform provides a feasible solution. Integrating account asset management, automated customer data collection, and intelligent diversion links, helps companies overcome the limitations of WhatsApp and improve the efficiency of customer management and marketing activities.

Further reading

WhatsApp Private Marketing Guide

WhatsApp message template application collection: better reach WhatsApp customers

How to create a Click to WhatsApp campaign: a complete guide

### [Boost Foreign Trade Efficiency: How to Use WhatsApp Text Formatting for Better Customer Outreach](https://www.salesmartly.com/en/blog/docs/whatsapp-text-formatting-tips)

As a real-time communication tool widely used around the world, WhatsApp plays an important role in foreign trade development and customer communication. However, in foreign trade development, if you send a long message, it may not be quickly understood by the customer, which brings certain obstacles to communication. You can make WhatsApp messages clearer by flexibly using WhatsApp text formats, such as bold, italics, and strikethroughs; you can also use WhatsApp's system variable function to insert dynamic information such as customer names and order information into message templates, and easily realize personalized group messaging, thereby improving customer experience and communication efficiency. This article will introduce nine latest WhatsApp text formats to help companies and individuals use WhatsApp for foreign trade development.

How to change WhatsApp text format: two easy methods

1. Click Edit in the text box

WhatsApp supports modifying text format directly in the text box. Before sending the message, select the text you want to modify and you can see common text formats, such as bold, italics, strikethrough, etc.

You may not be able to see so many formats at once on your mobile phone. After selecting the text, you can click the [︙] at the back to view more text formats.

2. Use specific characters to modify the text format

You can also adjust the text format by adding specific characters before and after the text you want to modify. For example, if you want to make it bold, you can add [*] before and after the text. Next, we will introduce in detail how to use specific characters to modify the text format in WhatsApp.

WhatsApp basic text format

1. Bold: Add [*] before and after the text, enter [*bold*], and the text format will become [ bold ] when you send it.

2. Italic: Add [_] before and after the text, enter [_Italic_], and the text format will become [ Italic ]

3. Strikethrough: Add [~] before and after the text, enter [~strikethrough~], and the text format will be changed to [ strikethrough ]

4. Monospace font  Only for letters, add [```] before and after the text. For example, enter [``` Monospace ```] in the text box, and the text format will automatically become [ Monospace ] when sent.

WhatsApp Text Advanced Text Formatting

1. Bulleted List: If you want to change the text format to a bulleted list, you can add [-] or [*] before the text, and then add a space: Enter [* Item List] or [- Item List], and the text you send will become

2. Numbered List  If you want to change the text format to a numbered list, you can add [Arabic numerals] plus [.] plus a space in front of the text: Enter [1. Numbered List], and the text you send will become

3. Block Quote: If you want to make a block quote, you can add [>] and a space in front of the text: Enter [> Block Quote], and the text you send will become

4. Inline Code: If you want to change the text format to inline code, add [`] before and after the text: Enter [`Inline Code`], and the text you send will become

5. System Variable: I you want to send different content to different users when sending group messages, you can use the SaleSmartly system variable function. For example, if you want to send different names to different users, just insert the name variable in the message content. When sending the message, the system will automatically replace it with the corresponding name according to the user's nickname. For example, when sending group messages, the user names are [Mike], [Amy], and [Tom], and the message will be automatically generated as [Dear Mike], [Dear Amy], and [Dear Tom] when sent to these users.

Note: The first four advanced text formats are not available on the Windows desktop version of WhatsApp.

Practical application of WhatsApp text format in foreign trade development

When using WhatsApp for foreign trade development, customers are often not interested in long paragraphs of unfocused text. In order to increase the attractiveness of information and customer repurchase rate, you can cleverly use WhatsApp's different text formats to optimize text layout, make the content clear, and highlight the key points. For easy understanding, the following demonstration will be in Chinese.

(1) Use system variables to customize the recipient's name

When sending group messages via WhatsApp, the system can personalize the content, for example:

Hello, {{1}}, this is SaleSmartly, your project ID is {{2}}

In this example, {{1}} and {{2}} are variables. By editing the parameter content in the template, the system will automatically replace it with the corresponding recipient name and message content when sending.

If the project ID of customer Tom is #99999, then the WhatsApp message sent to him will be:

Hi Tom, this is SaleSmartly, your project ID is #99999

(2) Use bold to highlight important content

Bold key information such as the company name and product features to help customers quickly understand the company's products. For example:

This is SaleSmartly, an omnichannel private domain communication tool.

(3) Use bullet points or numbered lists to introduce points

At the same time, the clear point description shows the main functions of the company's products, allowing customers to see at a glance:

Omni-channel chat  Integrate mainstream social media platforms and e-commerce platforms and unify backend management.

Automation  Connect to ChatGpt-4.0 technology to gain in-depth insights into customer intent through AI robots, thereby improving customer conversion and retention rates.

Data analysis: Provide data reports and visualization tools to deeply explore user needs and achieve full-link tracking of customer data.

Real-time translation: Provides real-time translation in 134 languages, automatically detects the language, and translates the message without manual settings.

(4) Use strikethrough to indicate price discount information

In promotional campaigns, strikethroughs can help visually demonstrate the strength of the offer, for example:

The original price of the Enterprise Edition is $199/month. Now buy 90 days and get 30 days free! Buy 360 days and get 120 days free!

FAQs about WhatsApp text format settings

1. Why does the set text format not take effect?

It may be caused by incorrect input of symbols or text formats. For example, many people tend to input an italic underline [_] as a hyphen [-] or a dash [—]. In addition, check whether the necessary spaces are entered after the symbols.

2. Why is the text style received by others different from the one I sent?

The difference in information display may be related to the different WhatsApp versions or operating systems used by both parties. The compatibility of WhatsApp's new text format may vary slightly on different devices.

3. If I want to keep symbols like [*] and [~] and avoid them being formatted, what can I do?

If you need to keep these symbols, you can add escape characters [\] before and after the text to let WhatsApp ignore the formatting function. For example, enter [\*Retain symbol*\] and the final output will be , it won't make the text bold.

Further reading

A diagram showing the difference between WhatsApp, WhatsApp Business ID, and WhatsApp API ID (Enterprise ID) (salesmartly.com)

WhatsApp Business Efficiency: How to introduce WeChat Enterprise core business functions into WhatsApp (salesmartly.com)

How to let customers contact businesses directly on WhatsApp without adding contacts (salesmartly.com)

WhatsApp is frequently added and is afraid of being blocked.? The diversion link can help you (salesmartly.com)

### [WhatsApp Booking Guide: Seamlessly Schedule and Manage Customer Appointments 24/7](https://www.salesmartly.com/en/blog/docs/whatsapp-appointment-bookings-guide)

As one of the most popular mobile applications in the world, WhatsApp is the most commonly used communication tool for foreign trade and cross-border e-commerce companies. However, due to the time difference, many companies are unable to respond to customer questions online 24 hours a day, and a slow response rate may accelerate the loss of potential customers. The WhatsApp appointment function can effectively solve this problem. The appointment function allows customers to choose the appropriate time to communicate with the company, allowing companies to receive customer appointment information 24 hours a day, understand customer needs in advance, prepare solutions in a targeted manner, and improve customer retention and customer satisfaction. This article will introduce in detail how to set up WhatsApp appointments, as well as how to improve the effectiveness of WhatsApp appointments and promote corporate sales conversion.

Advantages of WhatsApp appointment booking

Reduce customer churn

When customers consult during off-hours, the WhatsApp appointment process automatically advances the interaction with customers and collects their appointment information. This allows employees to directly check customer appointment information during working hours and quickly contact customers, thereby effectively avoiding customer churn and improving customer retention.

Understand customer needs in advance

If the WhatsApp appointment function is set up properly, corporate employees can clarify the specific needs of customers before formal communication, such as the number and type of products the customer is expected to purchase. This will help companies better introduce products or functions based on user needs, thereby improving communication efficiency.

Improve communication efficiency

Through the WhatsApp appointment function, customers can choose the most suitable time to make an appointment according to their needs, and companies can proactively contact customers according to the time they set the appointment, avoiding disturbing customers at inappropriate times. This arrangement not only respects customers' time but also makes the company's service more efficient.

How to set up WhatsApp appointment function

1. Set up WhatsApp appointments through automated processes

(1) Apply for a WhatsApp Business API account

The prerequisite for using the WhatsApp appointment function is to apply for a WhatsApp Business API account. Operations closely related to the appointment function, such as WhatsApp Flow and WhatsApp Automation, need to be implemented through the WhatsApp API.

For more information on how to apply for an API account, please refer to this article: Introduction to WhatsApp Business API: Full analysis of features, fees, and application methods

(2) Integrate the WhatsApp Business API account into the SaleSmartly platform

Since WhatsApp itself does not directly have an appointment function, companies can integrate the WhatsApp Business API account into the SaleSmartly platform and use its automated process to implement the WhatsApp appointment function.

In addition, SaleSmartly supports the aggregation of multiple WhatsApp accounts. Companies can receive appointment information from different WhatsApp accounts through one platform, thereby allocating customer service resources more efficiently and responding quickly to the needs of WhatsApp appointment customers.

(3) Set up automation

To allow customers to successfully make appointments on WhatsApp, companies can set up automated processes. The automated processes are automatically connected during the company employees' rest time to collect customer appointment information.

The following is an example of the automation process setting for a new energy vehicle foreign trade company. The company can adjust its own business needs based on this automation idea:

①Create automatic replies during non-business hours

Set up automatic reply rules for customer service after-hours. When customers initiate inquiries during this time, the system will automatically send appointment time options to guide customers to complete the appointment.

②Set up automatic reply content

When a customer sends a message during the non-business hours set above, an automatic reply message can be set to inform the user that the business is closed.

Example of automatic reply content: "Hello, thank you for your attention. Our team is currently off duty, but we are still looking forward to serving you! You can select your needs according to the button below to make an appointment. Our team will contact you within one working day according to your appointment. Please pay attention!"

③ Collect customer information based on demand

This section can be set up based on the customer information that the company needs to collect for its products. For example, a new energy vehicle foreign trade company needs to collect key information such as the type of vehicle they want to buy, the expected purchase quantity, the target delivery location, and the expected delivery time to understand customer needs in advance. Companies can customize information collection fields based on their products.

Note: Due to the official restrictions of Meta, the appointment button can only send a maximum of three options to the user. Therefore, when setting the required options, it is recommended to express the customer's needs clearly through three buttons to facilitate the customer's selection.

④Consult the user for the appointment time

After collecting user needs, customers should be guided to choose a specific appointment time to facilitate company employees to arrange time to contact customers. Companies can set optional periods every hour starting from employees' working hours for customers to choose a suitable communication time.

⑤Confirm with the user that the reservation information has been received

When the customer selects an appointment time, the system should automatically send a confirmation message to ensure that the customer knows that the appointment has been successfully submitted. Message example "Thank you for your appointment! We will serve you within one working day, please pay attention!"

2. Write code using WhatsApp Flow

Enterprises can also use Meta's official Flow API to make WhatsApp appointments. This feature also requires applying for a WhatsApp Business API account. After the application is successful, the enterprise can create a WhatsApp appointment process by editing the JSON code of the Flows process. This method is more suitable for enterprises that want to set up the entire WhatsApp appointment process by themselves.

How to improve the effectiveness of WhatsApp appointments

1. Set up a customer feedback mechanism

After the customer completes the appointment, the company can add an invitation review process to invite customers to provide feedback on the entire appointment experience, which can help the company continuously optimize the service quality of WhatsApp appointments.

2. Set a personalized appointment message

To enhance customer participation, personalized elements such as system variables such as user names can be inserted when confirming appointment information.

For example, on the SaleSmartly platform, you can set up automated messages:

“{{NAME}}，Thank you for your appointment! We will serve you within one business day, so stay tuned!”

When triggered, {{NAME}} will be automatically replaced with the customer's WhatsApp name, providing customers with a more personalized service experience.

3. Tag users who make appointments on WhatsApp

To facilitate corporate employees to quickly respond to customers who have made appointments on WhatsApp when they go to work the next day after the customer completes the entire appointment process, the company can add an automated condition trigger to label the customers who have made appointments as "appointment customers" and classify the customers.

After work, corporate employees can directly filter the visitor label as [Appointment Customer] in [Online Chat] - [Filter] - to make it convenient for corporate employees to respond to customers' WhatsApp appointment consultations as quickly as possible.

Further reading

WhatsApp Business API Introduction: Features, Pricing, and Application Methods (salesmartly.com)

Flexible use of WhatsApp API number: Optimize customer communication process (salesmartly.com)

A diagram showing the difference between WhatsApp, WhatsApp Business ID and WhatsApp API ID (Enterprise ID) (salesmartly.com)

How to operate private domain through WhatsApp? (salesmartly.com)

### [WhatsApp Real-Time Translation: Unlock Global Markets with Effortless Multilingual Communication](https://www.salesmartly.com/en/blog/docs/whatsapp-real-time-translation-guide)

However, many companies like cross-border e-commerce and foreign trade companies, face a significant challenge: WhatsApp lacks a native real-time translation feature or a convenient one-click translation function like WeChat. When dealing with customers who speak less common languages, customer service teams often resort to external translation tools, manually copying messages back and forth. This cumbersome process slows response times and risks losing potential customers.

This article will explore how to enable real-time translation on WhatsApp, empowering customer service teams to communicate seamlessly with clients in any language, breaking down language barriers for smoother interactions.

What are the benefits of WhatsApp real-time translation?

1. Instant and seamless conversation

Unlike traditional methods requiring text to be copied and pasted into a translation tool, real-time translation allows instant interpretation of messages directly in the WhatsApp chat window. This makes conversations more fluid and efficient.

2. Expand multilingual markets

Real-time translation allows businesses to venture into new markets by letting their customer service teams communicate with clients worldwide in their native languages. This ability significantly improves the customer experience and helps companies gain a foothold in diverse linguistic regions.

3. Reduce the need to hire multilingual customer service staff

For many companies, the customer demand in some minority language markets may be small and not stable enough, so there is no need to hire minority language customers for a long time. However, companies still occasionally receive inquiries from customers in these markets. At this time, real-time communication can be achieved through the WhatsApp real-time translation function, without the need to recruit additional minority language customer service staff, thus reducing the company's labor costs.

For smaller or unstable markets where hiring dedicated multilingual staff isn’t feasible, real-time translation offers a cost-effective alternative. Businesses can respond to occasional inquiries in minority languages without the overhead of recruiting additional staff.

How to implement real-time translation on WhatsApp?

1. SaleSmartly: A Comprehensive Real-Time Translation Tool

SaleSmartly supports real-time translation in 134 languages and the following two translation modes:

WhatsApp real-time online translation: SaleSmartly can automatically identify the customer's language. As long as the online translation function is turned on, when the customer sends a message on WhatsApp, you can receive the real-time translation message in the SaleSmartly.

At the same time, SaleSmartly has a powerful function. After turning on SaleSmartly 's real-time translation, the information you reply to the customer will be automatically translated into the customer's language, allowing you to communicate with the customer as if you were speaking their native language.

How to do it:

①Integrate WhatsApp account into SaleSmartly.

②Open any WhatsApp conversation and click [ Start Live Translation ] at the top of the chat page to turn on WhatsApp real-time online translation.

WhatsApp local free translation (desktop only): After downloading the SaleSmartly desktop version, you can use SaleSmartly's free translation function for free. This function does not deduct the translation character quota, but it can only translate the messages sent by customers, and cannot automatically translate your language into the customer's language.

How to do it:

For detailed steps on free local translation on WhatsApp, please refer to this article: To help conversational commerce, SaleSmartly real-time translation is now free to use!

2. Other common WhatsApp translation methods

There are not many products that can truly realize the real-time translation function of WhatsApp. The following will introduce several common WhatsApp translation methods that cannot meet the real-time translation function.

(1) Use translation tools to translate WhatsApp

This is the simplest and most traditional way. You can use tools such as Google or Deepl Translation to copy and paste the customer's message into the translation software to complete the translation. However, this method requires translating WhatsApp messages one by one, which is a cumbersome process and inefficient.

(2) Using ChatGPT for WhatsApp translation

ChatGPT has a relatively good colloquial effect when translating, and is particularly suitable for conversation scenarios that require natural expression. It can not only translate customers' WhatsApp messages, but users can also let ChatGPT automatically generate a translated reply based on the content. However, for complex answers involving detailed product information, users still need to organize their own language and translate before sending.

(3) Use the Android's screen recognition translation (mobile phones only)

Most Android phones support the screen recognition and translation function. The screen recognition and translation functions of different Android phones are called differently. Such as Huawei's “Smart Screen Recognition” and Xiaomi's “MIUI Full Translation” or OPPO's “Smart Identification”.

Operation steps: Taking Huawei mobile phones as an example, users only need to press and hold the screen with two fingers and click [Translate] at the bottom of the screen to translate the page content. The operation methods of other brands of mobile phones are similar, and you can try according to your own device settings.

(4) Use Google Translate's tap-to-translate (only available on mobile devices)

After downloading Google Translate, go to [Settings] - [Tap to Translate] - turn on all page permission switches. At this time, a floating Google Translate window will appear on the WhatsApp page.

Operation steps: Enter any WhatsApp chat box, long press the WhatsApp message - click [︙] in the upper right corner - [Copy] - click the Google Translate floating window, and you can see that Google Translate will automatically translate the copied WhatsApp message.

These common WhatsApp translation methods can only translate messages sent by customers, but cannot automatically translate replies into the customer's language. If you need to achieve two-way translation and keep the conversation smooth, it is recommended to use a professional real-time translation tool.

Benefits of SaleSmartly's real-time translation feature

1. Real-time two-way translation

Among the tools mentioned above, SaleSmartly is the only platform that can realize the real-time translation function of WhatsApp. It can not only automatically translate the WhatsApp messages sent by customers, but also translate the reply messages into the language used by customers in real time, truly realizing the high efficiency of two-way real-time translation.

2. Support translation of information from multiple WhatsApp accounts

Other tools can only translate messages received by one WhatsApp account in a short period of time, but SaleSmartly supports the integration of multiple WhatsApp accounts. This means that you can view and translate customer messages received by multiple WhatsApp accounts on one platform. You can process messages from each account efficiently.

3. Automatically recommend answers for translation

Compared with the traditional method of manually inputting content before translating WhatsApp messages, SaleSmartly supports you to configure your own AI corpus related to your company's products. You can click [Recommended Answer] after the customer sends a WhatsApp message, and then directly select [Translate and Send] after confirmation, so that you can quickly complete the reply and ensure the professionalism of the reply content.

Frequently asked questions

Is there a free real-time translation tool for WhatsApp?

SaleSmartly provides 10,000 characters of free WhatsApp real-time translation quota per month. You can use WhatsApp real-time translation for free within 10,000 characters. If you need more characters, you can purchase a paid package to get a higher real-time translation quota.

Is it possible to implement real-time translation directly on WhatsApp?

Currently, WhatsApp itself does not have a built-in translation function. To achieve translation, you can only use translation software or third-party platforms.

Further reading

To help facilitate conversational commerce, SaleSmartly real-time translation is now free! (salesmartly.com)

Break the language barrier! Five must-have real-time translation tools for cross-border e-commerce (salesmartly.com)

How to operate private domain through WhatsApp? (salesmartly.com)

What to do if WhatsApp is blocked? This article will teach you how to easily unblock it! (salesmartly.com)

### [How Global Brands Manage WhatsApp Group Marketing: Four Real-World Strategies](https://www.salesmartly.com/en/blog/docs/manager-whatsapp-community)

With the rapid growth of global digital marketing, WhatsApp has emerged as a crucial platform for businesses to engage with customers. With over 2 billion users worldwide, many companies have leveraged WhatsApp to unlock new market opportunities. However, managing large-scale communities manually has led many businesses into a cycle of "declining reach →" user attrition → rising marketing costs. This cycle reduces marketing efficiency and limits user engagement.

To counteract this, structured WhatsApp group operations through automation tools and strategic management are essential for maintaining high-quality interactions and improving efficiency.

What is WhatsApp mass community operation?

WhatsApp mass group management refers to the process of efficiently handling multiple large communities simultaneously using automation tools and targeted strategies. The primary objectives are to enhance efficiency, expand user reach, and optimize engagement.

Core features:

Bulk messaging (Group broadcasting) – Enables businesses to send messages to multiple group members at once, improving information dissemination efficiency.

User tagging & segmentation – Automated tools can categorize users based on interests and behaviors, enabling personalized messaging for better engagement.

Data analytics – Tracks user interactions (e.g., read rates, responses) to optimize marketing strategies.

Automated responses – AI-powered replies address common queries, reducing the burden on customer support teams.

Group management – Automates the addition/removal of members to maintain a healthy and rule-compliant community environment.

Four practical scenarios for WhatsApp group management

Scenario 1: New product launch

Core features: Bulk messaging, user tagging, data analytics

When launching a new product, businesses can use SaleSmartly to distribute product introductions and promotional details to all group members efficiently. By analyzing read rates and response data, companies can refine their marketing strategies for better performance.

1. Open SaleSmartly, find [Mass Message], click [Create Plan], and select WhatsApp App or WhatsApp API.

Note: Group messaging via personal accounts risks being blocked. Using a WhatsApp API account is recommended to minimize this risk.

2. Select the target audience and message content.

3. Post-delivery, access analytics to assess success rates and engagement metrics. Users can use this data to gain a deeper understanding of the performance of each delivery and identify which content is more popular with target customers and which may need improvement.

Scenario 2: Customer support and service

Core features: Automatic reply, data analysis

Setting up automated replies for common customer inquiries (e.g., product usage, return policies) enhances response efficiency while reducing the workload on support teams. Analyzing common customer concerns also helps businesses refine FAQs and optimize services.

1. Identify frequently asked questions and add them to the SaleSmartly FAQ section.

2. If you need some more complex automatic reply configuration, you can go to [Automation Process] - [Create Process] - select WhatsApp APP/WhatsApp API.

Several preset automatic reply templates in the system can be used directly. If the template does not meet your needs, you can also directly click [Next] to create it.

3. Select [Applicable to group conversation messages].

4. Apply automation to group chats and fine-tune based on your needs.

Scenario 3: Community health management

Core features: Group management, user tag

Regularly maintaining group activity by removing inactive or rule-violating members ensures a healthy, engaged community. Businesses can also use segmentation to create VIP groups, offering exclusive deals to high-value customers.

1. Open the SaleSmartly - [Automated Process] - [New Flow] - Select WhatsApp APP/WhatsApp API.

2. Select [Applicable to group conversation messages].

3. Automate uncivilized member removal: Set the corresponding keywords, select fuzzy matching (this step helps the system detect more uncivilized users), and then configure a [Remove group members] process.

User tagging: Identify engaged users using keyword filters → Configure Add conversation tag to categorize them for targeted messaging.

Scenario 4: AI-powered group management

Core features: Group management, data analytics, bulk messaging, user tagging, automated replies

AI-powered bots streamline WhatsApp group management by automating responses and engaging users effectively. Businesses can integrate AI models (e.g., ChatGPT, OpenAI Assistants, Coze) for enhanced customer interaction.

Users only need to mention the AI robot in the group, and the robot will automatically trigger the response program. Once mentioned, the AI robot will quickly analyze the message content and provide corresponding replies based on the preset corpus and functions.

1. Open the SaleSmartly and find [AI Robots]-[Creating a Bot].

2. Fill in the corresponding configuration and turn on the group chat robot button. Select the required AI robot model and link it to your WhatsApp personal number.

3. If you want this AI robot to have more automated operations, you can refer to Scenario 3: Community Health Management and create corresponding automated processes for the corresponding WhatsApp personal accounts.

Summary

The essence of WhatsApp's mass community operation is to upgrade community management from labor-intensive labor to data-driven precision marketing through a combination of "tool automation + strategy refinement":

Effective WhatsApp group management transitions businesses from labor-intensive operations to data-driven precision marketing using:

"Automation Tools + Strategic Refinement":

Functionally: A combination of bulk messaging, smart segmentation, data tracking, and AI responses increases message open rates by over 50%.

Scenario-wise: Practical applications for product launches, customer service, and community management show that automation can reduce response times, improve engagement, and boost conversion rates by 30% in 30 seconds.

Compliance alert: Mitigating WhatsApp blocking risks

Group messaging carries a high risk of being blocked.

SaleSmartly’s "Sensitive Word Filtering + Frequency Control" helps reduce violation risks by 90%.

Further reading

How to operate private domain through WhatsApp?

WhatsApp Business Efficiency: How to introduce WeChat Enterprise core business functions into WhatsApp

A chart tells you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API Number (Enterprise Number)

WhatsApp Appointment Guide: Easily Receive 24-hour Customer Appointments

WhatsApp + SaleSmartly automation, there are surprises you don’t know!

### [A Comprehensive Guide to Create and Manage a WhatsApp Channel for Business](https://www.salesmartly.com/en/blog/docs/create-whatsapp-channel-guide)

A Comprehensive Guide to Create and Manage a WhatsApp Channel for Business

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A Comprehensive Guide to Create and Manage a WhatsApp Channel for Business

Author: SaleSmartly

WhatsApp is widely known for personal chats and small group communications. However, for businesses looking to broadcast important updates, promote new products, or share brand news with a large audience, WhatsApp Channels offer a more efficient solution. Introduced in 2023, this feature is still unfamiliar to many users. Yet, its ability to quickly reach target subscribers without the need for group chats or individual friend requests makes it a powerful tool for marketing to private contacts via WhatsApp. This guide will walk you through the process of creating and managing a WhatsApp Channel, along with strategies to maximize its potential for your business.

What is a WhatsApp Channel?

WhatsApp Channels is a one-to-many broadcasting tool, similar to Telegram Channels. It allows administrators to send text, images, videos, or audio to subscribers, making it ideal for sharing company news, product updates, and promotional content. Unlike WhatsApp groups, only administrators can post in Channels, and subscribers cannot reply to messages. This one-way communication model ensures efficient and focused information dissemination, making it perfect for brand promotion and customer engagement.

How to create a WhatsApp Channel

(1) Open the WhatsApp app - [Update] - Click [︙] in the upper right corner - [Create Channel].

(2) A brief introduction to Channels will appear. Click [Continue].

(3) Edit the channel icon, channel name and channel description - Click [Create Channel].

Channel icon (optional): Upload your company logo to enhance brand recognition. This can be updated later.

Channel name (required): Choose a name that reflects your brand or product for easy identification.

Channel introduction (optional): Provide a brief overview of the channel’s purpose, and include a website link for more information.

(4) Once created, Click [Share Channel Link] to distribute your channel via WhatsApp, QR codes, social media, and other platforms to attract subscribers.

What are the advantages of WhatsApp channels?

Real-Time Updates: Businesses can instantly share news, promotions, and product updates with subscribers through WhatsApp channels.

Focused Communication: One-way messaging eliminates distractions from group chats, ensuring efficient information delivery.

Mass Reach: Unlike personal accounts, Channels allow businesses to broadcast messages to a large audience simultaneously.

High Engagement: WhatsApp messages have a higher open rate compared to emails or SMS, ensuring better visibility for your content.

Limitations of WhatsApp Channels

No Analytics: WhatsApp Channels lack built-in tools to track engagement or measure marketing effectiveness.

Limited Visibility: Channel content appears only on the Updates tab, and notifications are turned off by default.

Ephemeral Content: Messages are automatically deleted after 30 days.

How to manage and promote a WhatsApp Channel

Develop a content strategy

Regularly share valuable content such as industry trends, product updates, and practical tips to keep subscribers engaged.

Encourage interaction

While WhatsApp Channels are one-way, you can use polls to gather feedback and increase user participation.

Multi-channel promotion

Share your Channel link on social media, your website, blogs, and email campaigns to attract more subscribers.

How to manage and promote a WhatsApp Channel

When starting, your Channel may have few followers. To expand your reach, consider using WhatsApp’s group messaging. Platforms like SaleSmartly allow businesses to integrate multiple WhatsApp accounts and send targeted messages to specific customer groups. Include a call-to-action in your messages, such as:

“Stay updated with exclusive offers and business insights! Follow our WhatsApp Channel for the latest news and tips.”

Be mindful of WhatsApp group message frequency to avoid overwhelming users. By combining high-quality content with strategic promotion, you can build a loyal subscriber base.

(1) Click [Create plan] in [Mass message] - [Group plan], select the channel [WhatsApp App] - [Confirm].

(2) Fill in the name of the mass message plan - [Filter] the audience - select target audience- click [Confirm the Filtering].

(3) Enter the content to be sent: Compose the message using text, images, attachments, videos, or audio.

(4) Schedule the message for optimal timing and click [OK] to finalize the plan.

Frequently asked questions

What is the difference between WhatsApp Channels and Telegram Channels?

Both platforms offer similar functionalities, but they operate on different ecosystems. Businesses can use both to maximize reach across various user bases.

Can Channel subscribers reply to messages in the WhatsApp Channel?

No. WhatsApp Channels are one-way communication tools. Subscribers can only react with emojis but cannot send messages. However, you can include a customer service contact in the Channel description for direct inquiries.

Are WhatsApp Channels free?

Currently, WhatsApp Channels are free to create and use. However, businesses should stay updated on any future pricing changes from WhatsApp.

Further reading

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

A Complete Guide to WhatsApp Broadcast and Bulk Messaging

How to Manage WhatsApp Mass Groups for Cross-Border Enterprises: In-Depth Analysis of 4 Practical Scenarios

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WhatsApp Hidden Features: Essential Tips for Business Success in 2025

Last modified: 2025-02-27Powered by

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### [WhatsApp Hidden Features: Essential Tips for Business Success in 2025](https://www.salesmartly.com/en/blog/docs/WhatsApp-hidden-features-guide)

WhatsApp 8 Pro Tips 2025: Master These Hidden Features Guide for Business Success

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WhatsApp Hidden Features: Essential Tips for Business Success in 2025

WhatsApp is a widely used communication tool for international businesses, primarily for chatting and maintaining customer relationships. However, as a crucial communication tool for global enterprises, WhatsApp offers powerful hidden features that streamline customer management. This guide reveals 8 professional-grade functions to transform your business communication efficiency.

WhatsApp Community Announcements

1. Community Announcements

Businesses often create WhatsApp communities to share promotions, event details, rules, and urgent notifications. The community announcement ensures important messages remain visible and don’t get lost in the chat.

Steps:

Open the community — Tap [Announcements] — Type and send your message. It will appear as an official community announcement.

2. Pinned Group Messages

WhatsApp groups lack an official announcement, but you can simulate announcements in standard groups by pinning key messages.

Steps:

Open the group chat — Long-press the message you want to pin — Tap [︙] — Pin — Select duration — The pinned message now appears at the top of the chat for easy reference

Use Two WhatsApp Accounts on One Device

Businesses often operate multiple WhatsApp accounts for different communication needs. Android users can toggle between two accounts. For multi-account teams, integrate all numbers via SaleSmartly to centralize message monitoring and team collaboration.

Steps:

Tap [︙] — Settings — Account — Add Account

However, switching between accounts means you can’t monitor both in real-time, risking missed critical customer messages. For most businesses requiring more than two WhatsApp accounts, the solution lies in centralizing all communications.

By integrating multiple WhatsApp accounts into SaleSmartly, teams gain unified access to all customer interactions on a single platform. This setup enables full team visibility and collaborative message handling, guaranteeing zero missed customer inquiries.

Priority Notification Tones

Set unique notification tones for priority customers or key business partners to avoid missing critical messages.

Steps:

Open the chat — Tap the Contact Name — [Notifications] — [Notification Tone] — Choose and apply a unique tone

Disappearing Messages

Businesses can configure messages to automatically delete after a set timeframe for time-bound promotions, eliminating confusion and preventing follow-ups on expired offers.

Steps:

Click [⋮] — [Disappearing Messages] — Set timeframe.

View Once Message for Sensitive Information

When sharing sensitive documents like ID cards or credit cards via WhatsApp, the View once messages ensure recipients can only access the content once before it permanently disappears. This security tool automatically erases sensitive media after opening, preventing unauthorized retention of critical personal data.

Steps:

Open a chat — Tap the clock icon — Select [Gallery] — Choose the photo — Tap the timer icon until it turns solid — Enable view-once

Admin Message Recall

Group admins can maintain order by using WhatsApp’s [Delete for Everyone] when members share spam or competitor promotions. This function permanently removes inappropriate messages from all participants’ chats, preventing misinformation from spreading and keeping community discussions focused.

Steps:

Long-press the message — Tap Delete — Select [Delete for Everyone]

SaleSmartly enhances group management with cross-platform message control. When admins use the [Delete for Everyone], messages are permanently erased from both SaleSmartly and linked WhatsApp accounts, leaving no trace for team members. This ensures centralized moderation of sensitive or outdated content across all communication channels.

WhatsApp Group Polls

Businesses can harness WhatsApp’s Group Poll to collect opinions from customers or team members directly within chats rapidly. Real-time voting results reveal clear preference trends, enabling organizations to make data-driven choices that precisely match their audience’s needs.

Steps:

Open a group chat — Tap the Poll icon — Craft your question/options

Contact-Free Chat Links

Customers visiting your website may prefer not to add your business as a contact. Use a special WhatsApp link to allow direct messaging without adding your number.

Learn More: How to Let Customers Contact Businesses Directly on WhatsApp Without Adding contacts

Further reading

A Comprehensive Guide to Create and Manage a WhatsApp Channel for Business

Boost Foreign Trade Efficiency: How to Use WhatsApp Text Formatting for Better Customer Outreach

Step-by-Step Guide to Teach You How to Easily Unblock Your WhatsApp Account

Step-by-Step Guide to Getting Verified on WhatsApp with a Green Tick

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Last modified: 2025-03-26Powered by

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### [Top 5 WhatsApp Bulk Messaging Tools for Efficient Marketing](https://www.salesmartly.com/en/blog/docs/WhatsApp-group-messaging-software)

With its massive user base and global reach, WhatsApp has become a vital channel for businesses to engage in overseas marketing, customer communication, and after-sales support. In regions like Southeast Asia, Latin America, and the Middle East, WhatsApp is often the go-to platform for connecting with customers. However, manually sending messages is time-consuming and limits outreach. How can businesses efficiently manage large audiences while ensuring precision? The answer lies in powerful WhatsApp bulk messaging software. This article explores five top-tier tools to streamline marketing efforts and boost ROI.

Why Use WhatsApp Bulk Messaging Tools?

WhatsApp’s native broadcast restricts messages to 256 users, and recipients must have your number saved, which is a limitation that hinders marketing scalability. Professional bulk messaging tools solve these challenges by offering:

Bulk messaging for faster outreach

Personalization with dynamic variables (e.g., customer names, product details)

Automation via scheduled or triggered campaigns

Analytics to track delivery rates and optimize strategies

API compliance to minimize account bans

These tools empower businesses to execute targeted, efficient, and sustainable WhatsApp marketing.

Top 5 WhatsApp Bulk Messaging Tools

1. SaleSmartly

SaleSmartly is a versatile, all-in-one customer service platform tailored for e-commerce, B2B, and service industries. It integrates WhatsApp, Messenger, Instagram, and Telegram for unified management.

Key Features:

Multichannel Broadcasting: Send the same message across various platforms with a single click. (WhatsApp, Messenger, Instagram)

Advanced Segmentation: Filter recipients by tags, channels, or groups to improve targeting.

Custom Templates: Easily create and use WhatsApp API message templates.

Performance Tracking: Monitor open rates, delivery stats, and campaign effectiveness.

Other Highlights:

Unified inbox across platforms

24/7 multilingual AI chatbot

Comprehensive analytics dashboard

Real-time bilingual message translation

No coding required, with instant deployment and effortless scalability

💰 Pricing:

Free trial for basic usage

Pro Plan: From $15.9/month (for growing teams)

Max Plan: From $199/month (for established businesses)

Custom pricing for large teams with specialized needs

2. Respond.io

Respond.io is an enterprise-grade customer communication platform supporting WhatsApp, LINE, and Messenger. Ideal for businesses needing advanced workflows.

Key Features:

WhatsApp Business API integration for compliant messaging.

Pre-approved message templates for notifications.

CRM and Zapier compatibility.

Note: Higher technical complexity; ideal for businesses with dedicated ops or dev teams.

💰 Pricing:

Standard: $79/month. Ideal for small teams

Pro: $159/month. Designed for growing teams

Advanced: $279/month. Tailored for technically mature teams

Custom pricing for large teams with specialized needs

3. WATI

WATI is a WhatsApp API-focused tool for automation and CRM. Best for mid-to-large businesses with technical resources.

Key Features:

Template-based bulk messaging

Basic CRM for audience grouping

Automated replies and chat routing

User-friendly interface for professional teams

Ideal for scaling mid-to-large enterprises, but requires foundational technical and process expertise to maximize effectiveness.

💰 Pricing:

Basic: $89/month (1 user, extra charges for conversations)

Pro: $249/month (5 users, $25/user for extras)

Business: $619/month (5 users, $65/user for extras)

4. WA Web Plus

WA Web Plus is a Chrome extension for small businesses seeking simplicity.

Key Features:

Works with WhatsApp Web

Lightweight and easy to use

Limited automation, no personalization or analytics

Limited functionality with basic analytics. Best for short-term or simple use cases.

💰 Pricing:

Basic: $11.99/month (single user)

Pro: $27.99/month (multi-user, no CRM)

Expert: $39.99/month (full feature access)

5. SleekFlow

SleekFlow is a social commerce tool for brands prioritizing content-driven campaigns supporting WhatsApp, Instagram, Telegram, and more.

Key Features:

Template-driven bulk messaging for targeted campaign execution

Intuitive automation tools with a sleek, user-friendly interface

E-commerce-centric workflows for product promotions, though analytics capabilities are limited

Best for brands focused on social-driven marketing.

💰 Pricing:

Starter: $149/month (3 users), ideal for small teams.

Pro: From $299/month (5 users), tailored for large organizations with advanced requirements

Custom enterprise plans are available

Feature Comparison

Feature/Tool

SaleSmartly

Respond.io

WATI

WA Web Plus

SleekFlow

Bulk Messaging

✔️

✔️

✔️

✔️

✔️

Multi-Platform Support

✔️

✔️

❌

❌

✔️

Automation

✔️

✔️

✔️

❌

✔️

Analytics

✔️

✔️

✔️

❌

✔️

Segmentation

✔️

✔️

❌

❌

✔️

Pricing (Starting At)

Free

$79/month

$89

$11.99

$149

How to Choose the Right Tool?

Here are key factors to consider:

Business Size: Small teams benefit from SaaS platforms. Enterprises may prefer API solutions

Multi-Channel Needs: Go for multichannel tools if you want a unified customer service system

Advanced Targeting: Look for tools that support tagging, segmentation, and behavior-based messaging

Data & Analytics: Essential for refining strategy and measuring performance

Ease of Use: Non-technical users should choose plug-and-play tools like WA Web Plus

Frequently Asked Questions

1. Will bulk messaging tools get my account banned?

No, using compliant tools like WhatsApp Business API or authorized SaaS platforms ensures safety. Avoid unauthorized plugins.

2. Can I chat with customers after bulk messaging?

Yes. Tools like SaleSmartly auto-convert replies to private chats for seamless follow-ups.

Further Reading

A Complete Guide to WhatsApp Broadcast and Bulk Messaging

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

WhatsApp Template Message Application Collection: Better Reach WhatsApp Customers

Boost Foreign Trade Efficiency: How to Use WhatsApp Text Formatting for Better Customer Outreach

### [How to Execute Effective WhatsApp Marketing? A Practical Guide to Driving High Conversions](https://www.salesmartly.com/en/blog/docs/WhatsApp-E-Marketing-Practical-Guide)

What is WhatsApp Marketing?

WhatsApp marketing refers to strategies businesses use to connect with prospects and customers via WhatsApp’s instant messaging platform. By leveraging one-on-one or broadcast communication, companies deliver targeted messages, nurture relationships, and drive conversions. Unlike traditional channels, WhatsApp's global users, real-time engagement, and private messaging environment create a "zero-distance" interaction experience. From promotions to customer support, WhatsApp has become a cornerstone of private-domain operations for brands worldwide.

Why Prioritize WhatsApp Marketing?

Massive Global Reach: WhatsApp boasts 2 billion+ monthly active users across 180+ countries, making it the world’s most widely used messaging app.

High Open Rates: Messages are 3x more likely to be read than emails or social ads.

Strong User Engagement: Daily usage habits ensure repeated touchpoints, with chat-based interactions feeling natural and non-intrusive.

Versatile Applications: Ideal for e-commerce, education, travel, local services, and more.

Core Advantages of WhatsApp Marketing

1. Instant Communication: Break time zone barriers with real-time responses to accelerate decision-making.

2. Multimedia Support: Share text, images, videos, documents, and links for dynamic campaigns.

3. High Engagement & Conversions: Chat-style interactions boost message open rates and click-throughs.

4. Automation + Personalization: Use auto-replies, segmented broadcasts, and welcome flows to scale efficiently.

5-Step WhatsApp Marketing Strategy with SaleSmartly

To help businesses maximize the impact of WhatsApp marketing, SaleSmartly offers a complete solution from initial contact and customer data capture to automation and performance tracking.

Step 1: Centralize Multi-Account Management and Start with WhatsApp Marketing

Eliminate fragmented workflows by unifying personal WhatsApp accounts, Business profiles, and API channels into SaleSmartly’s dashboard. Assign labels, monitor conversations in real time, and consolidate customer data for seamless operations. Many businesses juggle personal accounts, WhatsApp Business numbers, and API-integrated accounts across teams. This fragmented setup hinders service speed and data consistency.

With SaleSmartly, you can connect all WhatsApp accounts (personal, business, API) into one unified dashboard. Features like simultaneous logins, unified inboxes, and account tagging streamline team workflows while building a centralized customer database.

Step 2: Build a Tagged Contact Database

Centralized accounts are just the beginning. You need to convert users into manageable private assets. SaleSmartly allows you to import contacts from websites, forms, or social platforms and label them by source, region, engagement level, and more.

Within [Visitor - Tag Management], you can easily create, edit, or delete tags to refine user profiles and enhance audience segmentation for future campaigns.

Step 3: Deliver Highly Relevant Content at Scale for Precision Outreach

The effectiveness of your marketing messages and the efficiency of user interaction directly impact your conversion rate. SaleSmartly empowers businesses with flexible message template management and multiple automated triggers to ensure your content reaches the right people at the right time.

If you're using a personal WhatsApp number or sending to a group via the WhatsApp App, you can easily create and manage bulk messaging campaigns by selecting the WhatsApp App channel within the Message Broadcast section of SaleSmartly.

For bulk messaging via the WhatsApp API, you’ll need to get message templates approved by WhatsApp first. SaleSmartly simplifies this by letting you manage or create new templates directly on the platform. Simply go to [Group Plan] > [Message Broadcast] > [WS Message Template] to quickly create promotional, reminder, or notification-style templates.

SaleSmartly also supports personalized messaging with dynamic fields. You can insert system variables such as name, phone number, or email, and add fallback text if a contact is missing specific data, making every broadcast feel like a one-on-one conversation.

Additionally, SaleSmartly allows you to group audiences for targeted campaigns based on tags, customer profiles, source channels, and more. Just click Filter Audience, select your target users, and ensure your message lands exactly where it matters.

By using SaleSmartly to power your WhatsApp marketing, you can significantly boost message delivery and response rates, guiding users toward the next stage of their journey.

Step 4: Automate Conversations for 24/7 Efficiency

When interacting with users at scale, automation becomes the core of an efficient marketing system. While WhatsApp Business includes basic auto-reply features like “away” and “greeting” messages, these are limited in scope and often fail to retain customer engagement.

SaleSmartly offers a powerful and flexible automation engine. You can build fully customized workflows and connect them directly to your WhatsApp channel, enabling 24/7 automated chatbot support. These workflows significantly reduce manual workload by automating repetitive tasks and guiding users intelligently through their journey, delivering both smart engagement and efficient service. Check out this guide: WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get

Step 5: Track Metrics & Optimize Campaigns

Success in marketing relies on continuous optimization. SaleSmartly provides detailed analytics for each broadcast, including delivery volume, success rates, and engagement stats.

With SaleSmartly, you can easily visualize the performance of your WhatsApp broadcast campaigns, including planned recipients, actual successful deliveries, and delivery rates, giving you a clear picture of how each message performs. These visual insights help businesses fine-tune their content strategy and continuously improve engagement and conversion rates.

Additionally, SaleSmartly offers comprehensive customer service analytics. You can filter data by social media channel and view customer service performance across different WhatsApp accounts. By comparing metrics across accounts, you can better allocate support resources, streamline team workflows, and boost overall operational efficiency.

Final Thoughts

The key to effective WhatsApp marketing isn’t just the number of messages sent. It’s about building an efficient, responsive communication loop. With SaleSmartly’s all-in-one solution, businesses can streamline outreach, personalize content, and automate interactions, creating a full-cycle marketing engine from first contact to closed deal.

Further Reading

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

WhatsApp Private Marketing Guide

WhatsApp Marketing: Make Your Customer Service Different

How to Operate Private Domain Through WhatsApp?

### [WhatsApp Auto-Reply Mastery: A Comparison with Personal, Business & API Accounts](https://www.salesmartly.com/en/blog/docs/whatsapp-auto-reply-comparison)

Customers today expect answers now, not later. For businesses using WhatsApp, auto-replies aren’t just about speed. They’re how savvy brands keep up with global demand and round-the-clock sales. But here’s the catch: Not all WhatsApp accounts work the same. What can Personal, Business, and API accounts automate? Let’s get real about what each one delivers.

Why Do Businesses Need WhatsApp Auto Replies?

What is WhatsApp Auto Reply?

Auto reply allows your system to automatically respond to customer messages based on pre-set rules. Whether it’s welcome messages, offline replies, or FAQs, automation helps maintain communication even outside business hours.

Benefits of WhatsApp Auto Reply:

Faster response times, better customer experience

Reduced workload for support teams

Stronger brand image and professionalism

Partial business process automation to cut costs

WhatsApp Auto-Reply: Personal, Business & API Accounts Compared

There are three main types of WhatsApp accounts: Personal, Business, and API. Their auto reply capabilities vary significantly:

1. Personal Account: No official support

Designed for individuals, personal accounts do not support auto-replies. While some third-party tools exist, they’re unofficial, risky, and not recommended for businesses.

2. Business Account: Entry-level automation for SMEs

WhatsApp Business is aimed at small and medium-sized businesses and includes two basic auto reply options:

Greeting message: Automatically sent when a user messages you for the first time or after 14 days of no contact.

Away message: Sent when you're offline or outside working hours.

Limitations:

Only basic, one-level responses

No intelligent intent recognition or personalization

Best for: Small businesses with simple customer service needs.

3. API Account: Advanced but requires technical setup

The WhatsApp Business API is built for medium to large enterprises.

Features:

Custom auto replies via API integration

CRM integration for automatic data sync

Multi-step conversations and logic workflows. Third-party integrations for advanced automation

Limitations: High setup and maintenance costs, requires a developer or technical partner.

Best for: High-volume, data-driven businesses like cross-border eCommerce, finance, and tech.

Comparison

Feature

Personal

Business

API

Official Auto Reply

❌

✅ Basic

✅ (via dev)

Greeting Message

❌

✅

✅

Away Message

❌

✅

✅

Quick Replies

❌

❌

✅

Multi-step Workflows

❌

❌

✅ (via dev)

AI Intent Recognition

❌

❌

✅ (via dev)

How SaleSmartly Supercharges WhatsApp Automation

Official WhatsApp tools have limits, but SaleSmartly, a third-party intelligent service platform, helps businesses build powerful, automated customer service across all WhatsApp account types.

1. AI Robot Replies: Go Beyond Keywords

Traditional auto replies rely on keyword matching, which can easily fail when users phrase things differently. SaleSmartly uses AI bots to understand natural language and respond with high accuracy, even when customers ask questions indirectly.

Set up AI bots in [Robots] > [AI Robots], choose your model (like ChatGPT, DeepSeek, and Coze), and connect it with WhatsApp.

Enrich replies by building a custom AI knowledge base under [Robots] > [AI Corpus] with FAQs and answers.

2. Multi-Step Automation: From Simple Replies to Smart Flows

WhatsApp’s basic auto-replies, like greeting messages or offline responses, are stuck in the past. They deliver the same static reply every time, ignore customer behavior, and can’t handle even simple follow-up logic. But with SaleSmartly, you’re not just sending replies, you’re crafting conversations. Build smart, dynamic workflows that adapt to what users say: analyze their questions, detect intent (even if they phrase it differently), and track their behavior to guide interactions. Setting this up takes seconds: Head to Robots → Automated Process → New Flow, pick WhatsApp, click Next Step, and start designing rules that feel human.

Forget coding. SaleSmartly’s drag-and-drop editor works like digital Lego blocks in [Robot]-[Automated Process]. Assemble multi-branch flows for personalized recommendations, audience filtering, or instant spam control. Need proof? Try a flow where: 1) The bot detects trigger words, 2) Remove the user automatically. No guesswork, no delays. And if you’re hungry for more hacks, our guide “WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get” spills all the tricks you never knew existed.

3. Cross-Channel Integration: Unify Conversations

Customers don’t stick to one channel. They might message you on WhatsApp today, fill out a Facebook form tomorrow, or email next week. When these touchpoints operate in silos, you’re left with fragmented data, duplicate questions, and a disjointed experience that frustrates everyone.

SaleSmartly cuts through the chaos by unifying WhatsApp, Facebook, Instagram, email, and more into a single command center. See every interaction, past and present, across all platforms in one place. User tags, browsing history, purchase records? Synced in real time. No more asking customers to repeat themselves or guessing their needs. This isn’t just tidier organization, it’s how you deliver seamless service, slash response times, and turn one-time buyers into loyal repeat customers.

4. Data Analytics: Continuously Improve

WhatsApp’s official tools don’t provide performance analytics for auto replies. SaleSmartly’s dashboard shows:

How many times each reply is triggered

Customer click-through rates

Flow completion rates

Drop-off points in your automation

Use this data to fine-tune messages, optimize flow paths, and improve overall efficiency to meet customer needs.

Frequently Asked Questions

Q1: Is auto reply only triggered by keywords?

No. While traditional systems rely on keywords, SaleSmartly uses AI intent recognition to interpret different ways of asking the same question. This improves accuracy and user satisfaction.

Q2: How do I know if my auto reply is working well?

SaleSmartly provides analytics for each reply and flow node, including user engagement and drop-off data. This helps you iterate and improve your response strategies.

Further Reading

A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

Boost Foreign Trade Efficiency: How to Use WhatsApp Text Formatting for Better Customer Outreach

### [WhatsApp Blue Tick: What It Is & How to Apply (Full 2025 Guide)](https://www.salesmartly.com/en/blog/docs/apply-for-whatsapp-blue-tick)

Trust is everything in digital business. WhatsApp’s Blue Tick, Meta’s official verification badge, proves your brand’s authenticity, cuts through impersonator noise, and turns customer conversations into conversions.

The WhatsApp Blue Tick is Meta’s official verification for businesses, serving as a trusted endorsement that sets verified accounts apart from regular business profiles. This badge helps customers instantly recognize a brand’s legitimacy, minimizing the risk of scams or impersonation. It also shows that your business values customer experience by offering a more secure and reliable communication channel.

In this article, we’ll break down what the blue badge means, its benefits, how to apply, and how to improve your chances of getting approved, helping you establish trust and drive more conversions through WhatsApp.

What Is the WhatsApp Blue Tick?

The WhatsApp Blue Tick is an official verification mark that appears as a blue check next to a business's name. It confirms that the account has been verified by Meta and represents a real, recognized company that has completed the Official Business Account (OBA) verification process.

This badge not only differentiates your brand from impersonators but also strengthens your professional image and increases user trust, leading to more engagement and transactions.

WhatsApp Blue Tick vs. Green Tick: What's the Difference?

The short answer? Only the color.

Previously, only businesses using the WhatsApp Business API were eligible for the green tick. Now, the blue tick is available to businesses of all sizes, including small and medium enterprises.

If your business already has the green badge, it will automatically transition to the blue tick, no action needed.

WhatsApp Blue Tick: Eligibility Requirements

To apply for the WhatsApp Blue Tick, your business must meet the following criteria:

✅ Use WhatsApp Business Account: Your business must be operating under a WhatsApp Business account and comply with WhatsApp’s Business Policies.
✅ Active Account History: The account should have been active for a reasonable period and show message history as proof of activity.
✅ Meta Business Verification: Your business must be verified in Meta Business Manager, including submission of official documents like registration licenses, business phone number, and address.
✅ Media Coverage: Provide links to at least 5 credible news articles that demonstrate your brand’s influence. Paid PR content is generally not accepted. Organic coverage is required.
✅ Two-Factor Authentication (2FA): Ensure your WhatsApp account has 2FA enabled.

How to Apply for the WhatsApp Blue Tick

For WhatsApp Business App Users:

Open the WhatsApp Business App.

Go to Settings > Meta Verified.

Choose a subscription plan and complete payment (~$8/month, varies by region).

Confirm your business info and apply.

📌 Important Notes for App Users:

You must be at least 18 years old.

Your business profile must be complete (name, logo, etc.).

Your account should have recently sent messages.

Your region must support Meta Verified.

You must not have an active WhatsApp Business Premium or Meta Verified subscription.

🔒 Once submitted, your information will be locked for 20 days. Any changes during this period may result in losing your verification.

For WhatsApp Business API Users:

Log in to Meta Business Manager with your verified account.

Navigate to WhatsApp Manager.

Select the phone number linked to your business.

Click Profile, then scroll to the “Official Business Account” section.

Click “Submit Request” and upload links to 5 credible media articles verifying your brand’s reputation.

Review your information and click Submit. Approval typically takes 1–3 business days, but it may vary. Avoid resubmitting during the review period to prevent delays.

📕 Further Reading: A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

Tips to Improve Your WhatsApp Blue Tick Approval Rate

✅ Brand Consistency: Ensure your brand name is consistent across Facebook, Instagram, and WhatsApp.
✅ Organic Media Mentions: Avoid paid advertorials. Use reputable media outlets for coverage.
✅ Optimize Meta Business Info: Complete your company profile, including descriptions and contact details.
✅ Avoid Policy Violations: Violations such as spam can lead to revocation of verification.

Writing a Strong Blue Tick Application

Clear and professional application copy increases your chances. Include statistics or achievements when possible. Here’s a sample:

Dear Meta Team,
We have completed all necessary settings for our WhatsApp Business account and confirm that the submitted business information is accurate. We’re applying for blue tick verification to help our customers recognize our official identity and build stronger trust.
(Company Name)

Common Reasons WhatsApp Blue Tick Applications Are Rejected

❌ Restricted Industries: Applications from the following industries are often denied:
Pharmaceuticals, tobacco, gambling, alcohol, weapons, live animals, adult services, healthcare products, dating services, and cryptocurrency.

❌ Incomplete or Incorrect Info: Errors or missing information during application (e.g., invalid news links, incorrect business name) can lead to rejection.

❌ Lack of Brand Presence: Businesses with limited exposure or media coverage may not meet the visibility threshold for verification.

👉 Refer to WhatsApp’s Official Business Policy for more.

Key Considerations Before Applying

Information Consistency: Your WhatsApp account info (business name, contact details, bio) must match details in Meta Business Manager and other platforms.

Choose Credible Media: Your 5 media references should come from trusted, authoritative sources that reflect your business's legitimacy and impact.

Maintain Account Activity: Continue engaging with customers through messages and campaigns, both before and after applying.

Stay Updated on Policy Changes: If rejected, you’ll need to wait 30 days before reapplying. Stay informed about any updates to improve your strategy.

Follow these steps and tips to nail your WhatsApp Blue Tick application, boosting your brand's credibility and competitive edge on WhatsApp.

Why the WhatsApp Blue Tick Matters

Build Brand Credibility: Verified accounts reassure customers that they’re dealing with a legitimate business, increasing trust and engagement.

Enhance Professional Image: The blue tick helps your brand stand out and appear more authoritative, especially in competitive markets.

Prevent Impersonation: As your brand grows, the risk of fake accounts rises. Verification helps protect your reputation and users.

Lower Ban Risk: The blue tick, as Meta’s official endorsement, reduces the chances of account restrictions or suspensions.

Maximize the Value of Your WhatsApp Blue Tick

Once verified, you can unlock more value with tools like SaleSmartly, which offers:

Multi-account aggregation for centralized WhatsApp management

Real-time translation for instant multilingual support

Smart automation to streamline customer service and operations

As a Meta Business Partner, SaleSmartly ensures top-tier compliance, reliability, and innovation in its WhatsApp solutions.

Final Thoughts

The transition from the WhatsApp green tick to the blue tick marks a new phase in verified digital identity under Meta’s ecosystem. It symbolizes a unified brand presence across Facebook, Instagram, and WhatsApp, enhancing consistency and trust across all customer touchpoints.

If your business hasn’t applied yet. This is your sign. Get started today and make your brand stand out on WhatsApp.

Further Reading

Step-by-Step Guide to Getting Verified on WhatsApp with a Green Tick

How to Execute Effective WhatsApp Marketing? A Practical Guide to Driving High Conversions

WhatsApp Real-Time Translation: Unlock Global Markets with Effortless Multilingual Communication

Top 5 WhatsApp Bulk Messaging Tools for Efficient Marketing

WhatsApp Business Efficiency: How to Introduce WeChat Enterprise Core Business Functions into WhatsApp

### [Everything You Need to Know About WhatsApp Business API: Key Features, Use Cases & How to Apply](https://www.salesmartly.com/en/blog/docs/whatsapp-business-api-function)

The way businesses communicate with customers is undergoing a major transformation. With over 2 billion active users, WhatsApp has become one of the most powerful platforms for businesses to reach and engage with their audience.

However, traditional personal WhatsApp accounts fall short when it comes to meeting business-level needs. Limitations on bulk messaging, complicated customer management, and a lack of automation all create roadblocks to efficient communication.

The WhatsApp Business API provides a more efficient, intelligent, and compliant solution specifically designed for enterprises. It allows companies to deliver targeted messaging, automate interactions, and ensure communication aligns with WhatsApp’s official policies. Whether for customer service, marketing, or transactional notifications, the WhatsApp API helps streamline workflows and enhance customer experience.

In this blog, we’ll break down the core definition, key features, and application process for WhatsApp Business API to help businesses fully understand its potential.

What is WhatsApp Business API?

API stands for Application Programming Interface. Essentially, it’s a way for software systems to communicate with each other.

WhatsApp Business API is a tool designed specifically for businesses. You can think of it as an official gateway that allows companies to integrate WhatsApp with their internal systems (like order management or customer service platforms). With it, businesses can:

● 📦 Automatically send notifications (e.g., shipping updates, payment confirmations, appointment reminders)
● 🤖 Use chatbots to reply to common questions automatically
● 📢 Send compliant marketing messages to opted-in users

In essence, the WhatsApp Business API is a more powerful and scalable upgrade from the WhatsApp Business app. It enables businesses to automate messaging, deploy AI-driven customer service, and manage large volumes of conversations, while staying compliant with WhatsApp’s policies and maintaining professional standards.

WhatsApp Business API vs WhatsApp vs WhatsApp Business App

Here’s how WhatsApp Business API compares with the standard WhatsApp and WhatsApp Business apps:

Feature

WhatsApp (Personal)

WhatsApp Business App

WhatsApp Business API

Best for

Individuals

Small businesses

Medium to large enterprises

Use case

Personal chat

Basic customer engagement

Scalable automation, marketing, CRM

Interface

Mobile app

Mobile app

No standalone UI, requires integration

Business profile

❌ Not available

✅ Available

✅ Available

Auto-reply

❌ Not available

✅ Basic

✅ Advanced automation

Broadcast limits

❌ Very limited

✅ Up to 256 contacts

✅ No limit (with opt-in)

CRM/Third-party integration

❌ None

❌ Limited (e.g., labels)

✅ Deep integration (e.g., Shopify, Zendesk)

Analytics

❌ None

✅ Basic stats

✅ Advanced performance data

Chatbots

❌ Not supported

❌ Not supported

✅ Supported

Cost

Free

Free (some paid features)

Charged per message

Verified badge

❌ No

✅ Manual application

✅ Manual application

Multi-device login

✅4 devices

✅4 devices

✅ Team collaboration supported

Application method

Download the app

Download the app

Apply via platforms like SaleSmartly

📕 See the visual comparison: A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

Key Features of WhatsApp Business API

Traditionally, implementing WhatsApp Business API required in-house development, which can be costly and time-consuming.

A more efficient option is to integrate with a proven third-party platform like SaleSmartly. With SaleSmartly, businesses can connect existing API numbers registered via providers like Alibaba Cloud, YCloud, or NxCloud. Use SaleSmartly’s self-service number purchasing and registration tools. Easily manage and operate their WhatsApp API accounts for streamlined communication.

Once connected, here’s what WhatsApp API can do through SaleSmartly:

1. Large-Scale Broadcast Messaging

Send high-volume notifications (e.g., order updates, delivery alerts, event reminders) to opted-in users. With SaleSmartly, you can generate traffic through smart links that route users to specific WhatsApp groups or communities, perfect for launching promotions and new products.

2. Custom Message Templates

Send pre-approved message templates in various formats (text, images, buttons, lists). Examples include after-sales surveys with clickable links, product recommendations with images and purchase buttons.

📕 Note: Starting July 1, 2025, WhatsApp charges per message template instead of per conversation. Businesses should update their templates accordingly. 👉 Learn more: Notice: changes to WhatsApp's Pricing [July 2025]

3. Automated Chatbots

Enable 24/7 auto-replies by integrating chatbots via SaleSmartly. You can design interactive WhatsApp messages with clickable buttons or build complete chatbot workflows to answer FAQs, freeing up your support team for complex issues.

4. Multi-Channel Integration

Connect WhatsApp API with your CRM, ERP, and support systems. When a customer submits a form on your website, a WhatsApp welcome message can be triggered instantly. SaleSmartly ensures seamless data sync across channels and eliminates repetitive tasks.

5. Real-Time Analytics

Gain insight into customer service performance with real-time stats such as message delivery, open, click, and reply rates. Use this data to optimize team productivity and marketing messages.

6. Automation Rules

Design custom automation workflows like welcome messages, auto-replies, and order confirmations. On SaleSmartly, you can tag users (e.g., "New", "High Intent", "Inactive") and create targeted campaigns using personalized message templates.

7. Team Collaboration

Use one WhatsApp number across multiple team members on SaleSmartly. Or manage multiple WhatsApp API accounts efficiently within one platform, ideal for customer support, sales, or operations teams.

8. Verified Business Badge

When using the official WhatsApp Business API, your brand name will display with a blue badge, a trusted indicator that reassures customers they’re interacting with the real business. It also helps you stand out in a crowded messaging environment.

Both WhatsApp API and WhatsApp Business App accounts can apply for verification. Read the full guide: WhatsApp Blue Tick: What It Is & How to Apply (Full 2025 Guide)

How to Apply for WhatsApp API

The most important step is choosing the right WhatsApp Business API provider. SaleSmartly is a certified Meta Business Partner in the messaging space, offering enterprise-grade security, reliability, and innovation.

You can apply for a WhatsApp API account directly through SaleSmartly in just a few simple steps, fast and hassle-free.

Conclusion

As cross-border business continues to grow in 2025, communication and marketing efficiency will be key to staying competitive. WhatsApp Business API is a must-have for any business looking to scale communication globally.

When planning your WhatsApp strategy, it’s crucial to choose a platform that fits your needs. For large enterprises with complex requirements, platforms like SaleSmartly offer tailored solutions and deep integration capabilities.

Looking ahead, WhatsApp API will unlock more AI-powered features, like voice call APIs, intelligent product recommendations, and real-time multilingual translation will further break down communication barriers and expand global reach. For international businesses, now is the time to prepare, pick the right tools, and secure your competitive edge.

Further Reading

A Chart Tells You the Difference Between WhatsApp, WhatsApp Business Number and WhatsApp API

WhatsApp Business APl Introduction: Features, Fees, And Application Methods

Flexible Use of WhatsApp API Number: Optimize Customer Communication Process

How to Recover a Blocked WhatsApp APl Number: Step-by-Step Guide with Ready-to-Use Appeal & Visual Instructions

WhatsApp APl Number Registration Platform Price Comparison: Help You Choose the Most Cost-Effective Service

WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get

### [2025 Best WhatsApp Bulk Messaging Tools: Guides, Reviews & Top Picks](https://www.salesmartly.com/en/blog/docs/best-whatsapp-bulk-software)

Summary

In this blog, we'll explore:

● Why WhatsApp bulk messaging tools are essential.

● What to look for when choosing a tool for your business.

● Our top picks for the best WhatsApp bulk messaging software.

The Best WhatsApp Bulk Messaging Tools for 2025: Our Top 5 Picks

For global e-commerce, one campaign can connect with potential buyers across different time zones and languages, dramatically increasing conversions.

● Massive Reach: With over 3.1 billion active users across 180 countries in 2025, WhatsApp's audience is unparalleled.

● High Engagement: Users check WhatsApp more frequently than email or other social apps, leading to incredible open rates of nearly 98%.

The 5 Core Features Businesses Need from a WhatsApp Bulk Messaging Tool

As WhatsApp marketing evolves in 2025, brands are looking beyond just “sending messages.” The best bulk messaging platforms now solve five real business challenges that define success:

Business Need

Pain Point

Smart Solution

Targeted bulk campaigns

Manually sending one by one wastes time and causes errors

Use tags, audience segments, and filters for one-click precision sending

Compliance and safety

WhatsApp’s strict review process risks account suspension

Send only approved API templates to stay 100% compliant

Performance visibility

Hard to measure ROI from message blasts

Track delivery, clicks, and conversion paths in one place

All-in-one channel management

Customers spread across WhatsApp, Telegram, Instagram, and more

Manage every message and channel from a single unified inbox

Instant translation

Multilingual support is costly and slow

Auto-translate messages in real time for faster, smoother replies

1. SaleSmartly: The All-in-One Powerhouse

Sign Up Free

What it is: An all-in-one platform that combines customer service, bulk messaging, and automation.

Ideal for: Global e-commerce teams needing multi-language support, multi-account management, and team collaboration.
Supports: WhatsApp Personal, WhatsApp Business, and WhatsApp API bulk messging.

Why It Stands Out:

Send compliant WhatsApp API template messages safely.

Manage multiple accounts from one dashboard.

Build automated workflows with AI bots.

Tag and segment customers for precise targeting.

Track message delivery, engagement, and failures in detail.

Connect Telegram, Messenger, Instagram, LINE and email, all in one place.

Translate chats in real time to serve global customers.

Best for: SaleSmartly combines customer service, automation, and WhatsApp broadcasting in a single workspace. Best for global e-commerce businesses that need a compliant, multilingual, data-driven bulk messaging solution.

2. Jivochat: Simple, Affordable, and Effective

What it is: A simple live chat and social media integration tool.

Ideal for: Small global e-commerce teams, online shop customer service teams or startups looking to centralize messages from multiple channels.
Supports: WhatsApp Business API.

Why It Stands Out:

Jivochat makes it easy for new sellers to handle basic WhatsApp broadcasts and live chat.

Unified inbox for website chat, Facebook, Instagram, and WhatsApp.

Template-based WhatsApp broadcasting.

Works seamlessly on mobile and desktop.

Integrates with popular CRMs like HubSpot and Pipedrive.

Limitations:

Bulk messaging is basic, without advanced scheduling or workflows.

Lacks sophisticated automation features.

Best for occasional, small-batch campaigns.

Best for: Jivochat is a cost-effective entry point for small teams that need simple WhatsApp broadcasting and basic chat management.

3. Wati: For Serious WhatsApp Automation

What it is: A specialized tool built entirely around the WhatsApp Business API.

Ideal for: Growing businesses using WhatsApp API for marketing and support.
Supports: WhatsApp Business API only.

Why It Stands Out:

Wati focuses entirely on WhatsApp automation.

Strong API-based bulk messaging and tagging system.

Advanced control over limits, retries, and delivery analytics.

Built-in team collaboration.

Limitations:

Doesn't work with standard WhatsApp mobile apps.

Focus is solely on WhatsApp, no other social channels.

Limited Chinese support; the interface is primarily in English.

Best for: Teams that rely 100% on the WhatsApp API and need compliance-first automation.

4. Manychat: The Funnel Marketing Expert

What it is: A visual marketing automation tool, famous for Facebook Messenger.

Ideal for: Advertisers and eCommerce sellers who rely on social media funnels.
Supports: WhatsApp Business API (via BSP).

Why It Stands Out:

Automate WhatsApp follow-ups from ad clicks or form submissions.

Integrates seamlessly with Messenger, Instagram, and Facebook.

Connects to Shopify, Google Sheets, and Zapier.

Limitations:

Template message rules restrict bulk sending.

Designed for marketing, not for shared customer service teams.

Doesn't support non-API WhatsApp accounts.

Limited Chinese localization.

Best for: Choose Manychat if you're a marketer building automated "click-to-messenger" ad campaigns that funnel leads into WhatsApp.

5. Zendesk: For Enterprise-Scale Customer Support

What it is: A comprehensive enterprise-grade customer service suite.

Ideal for: Large companies, established enterprises already using Zendesk.
Supports: WhatsApp Business API.

Why It Stands Out:

Zendesk integrates WhatsApp into a full omnichannel support experience.

Unified customer profiles across email, chat, and WhatsApp.

Smart routing, automation, and FAQ bots.

Team collaboration with tags and history tracking.

Limitations:

Weak native WhatsApp broadcast tools often require add-ons.

It can be complex and overwhelming to set up.

High cost, justifiable for large enterprises.

True bulk campaigns need extra apps or integrations.

Best for: If Zendesk is your core support system, integrating WhatsApp here makes sense. It's not the best tool if bulk messaging is your primary goal.

✅ Tool Comparison at a Glance

Platform

Bulk Messaging

Multi-Account

Automation

Multilingual

Service Features

Best For

SaleSmartly

✅ Excellent

✅ Yes

✅ Visual

✅ Yes

✅ Full Inbox

Teams of all sizes

Jivochat

⚠️ Basic

✅ Yes

⚠️ Limited

✅ Yes

✅ Basic

Small teams & startups

Wati

✅ Excellent

✅ Yes

✅ Yes

⚠️ Limited

❌ WhatsApp Only

WhatsApp-focused businesses

Manychat

✅ Good

❌ No

✅ Advanced

⚠️ Limited

⚠️ Marketing

Funnel marketers

Zendesk

⚠️ Basic

✅ Yes

✅ Yes

✅ Yes

✅ Enterprise

Large-scale enterprises

How to Choose the Right Tool

● Need simple broadcasts? 👉 Try Jivochat.
● Heavy WhatsApp user sending template messages? 👉 Pick Wati.
● Running ad-based sales funnels? 👉 Go with Manychat.
● Building a large-scale service operation? 👉 Zendesk fits.
● Need an all-in-one: WhatsApp Bulk Messaging + Multi-Channel Support? 👉 SaleSmartly is a standout option.

How the Right Tool Drives Growth

Think of SaleSmartly not just as a broadcasting tool, but as a command center for your customer communication. It helps you reach, engage, and convert your global audience more effectively.

Sign Up Free

With SaleSmartly, you can:
● ✅ Broadcast via the official WhatsApp API for maximum deliverability.
● ✅ Use mobile accounts for more flexible, direct messaging.
● ✅ Automatically verify numbers before sending to reduce wasted effort.
● ✅ Translate messages on the fly to serve customers anywhere.
● ✅ Monitor campaign performance with detailed logs and analytics.
● ✅ Unify your marketing across WhatsApp, Telegram, Messenger, and more.

📈 Join 10,000+ businesses using SaleSmartly to improve customer reach, drive repeat sales, and grow faster.

Final Thoughts

In 2025, WhatsApp has evolved from a simple chat app into a global platform for marketing and customer service. The key to success is choosing a tool that doesn't just send messages but also unifies your channels, automates workflows, translates in real-time, and provides actionable insights.

SaleSmartly is built to be that all-in-one solution, helping you run targeted, compliant, and high-performing WhatsApp campaigns.

A Note on Compliance: Cross-border businesses must navigate privacy laws like GDPR and CCPA. SaleSmartly is certified with ISO 27001, ISO 27701, and CCRC, ensuring your data and customer interactions are secure.

Ready to get started? Visit SaleSmartly's website to begin your free trial.

Sign Up Free

FAQ

1. Can my account get banned for bulk messaging?

Yes, if you use non-compliant tactics like spamming or unauthorized tools. SaleSmartly minimizes this risk by using the official WhatsApp API for bulk sends and implementing smart sending limits for mobile accounts, keeping you within WhatsApp's guidelines.

2. What WhatsApp accounts work with SaleSmartly?

Both kinds! SaleSmartly supports:
✅ WhatsApp Business API: Best for large-scale, stable broadcasting.
✅ Mobile WhatsApp Accounts: Perfect for smaller businesses for a quick start.
Whichever you use, you get access to targeted broadcasts, segmentation, and scheduling with SaleSmartly.

3. Can I schedule my bulk messages?

Absolutely! SaleSmartly lets you plan your sends in advance. Schedule for specific times, split large campaigns into batches, and avoid messaging customers outside their local hours to improve engagement.

4. Is bulk marketing on WhatsApp legal?

Yes, the activity is legal, but the execution must be compliant. The rules are strict against spammy behavior. If you send high-frequency, unwanted messages or get reported by many users, your account will likely be banned.
The right tool is crucial. Using SaleSmartly with the official WhatsApp API to send approved templates to segmented, opt-in audiences is a safe and effective way to market.

Further Reading

Top 5 WhatsApp Bulk Messaging Tools for Efficient Marketing

Enhancing WhatsApp Data Security: A Complete Access & Permission Management Solution for Global Businesses

WhatsApp 8 Pro Tips 2025: Master These Hidden Features Guide for Business Success

How to Manage WhatsApp Mass Groups for Cross-Border Enterprises: In-Depth Analysis of 4 Practical Scenarios

Top 10 Best WhatsApp CRM Integration Systems in 2025

WhatsApp Private Marketing Guide

### [Free WhatsApp Number Checker: How to Know If a Number Is Registered on WhatsApp](https://www.salesmartly.com/en/blog/docs/whatsapp-number-detection)

Abstract

Invalid numbers have become one of the biggest challenges in WhatsApp marketing. This guide explains how to verify whether a phone number is registered on WhatsApp before you start sending messages.

You will learn:

Why WhatsApp number verification is essential

The three main benefits of verifying your contact list

How to choose a reliable bulk verification tool

The differences between common verification methods

How to use SaleSmartly for accurate WhatsApp outreach

By the end, you will understand how to clean your data, improve message delivery, and make every campaign more effective.

Why You Should Verify WhatsApp Numbers

Have you ever spent hours compiling a contact list, sent hundreds of WhatsApp messages, and later discovered that many of them never reached anyone? Worse still, have you ever received a spam warning from WhatsApp after sending too many messages to inactive numbers? This is a common problem for cross-border sellers and marketers. The main reason is simple: not every phone number in your database belongs to an active WhatsApp user.

Sending messages to invalid numbers wastes time, increases costs, and can even lead to account restrictions.

To avoid this, the best approach is to verify your numbers before starting your campaign. This small step can make a big difference in your results. The following sections will show you how to check if a number is registered on WhatsApp and how to use the data to improve performance.

The Three Key Benefits of WhatsApp Number Verification

1. Improve Marketing Efficiency and ROI

Filtering out inactive numbers before sending messages saves both time and money. It ensures that your messages reach real users, which increases delivery rates and improves conversions.

2. Protect Your Account

WhatsApp’s spam detection system is getting stricter. Sending messages to non-existent or invalid numbers can trigger restrictions or even result in a suspended account. Verifying your numbers helps you stay compliant and keep your account safe for long-term use.

3. Keep a Clean and Reliable Database

Every database eventually collects outdated or inactive numbers. Regularly cleaning your list through verification keeps only active contacts, giving you a clearer picture of your audience. This allows for more accurate segmentation and better-targeted marketing.

In short, verifying your numbers first ensures that every message you send goes to someone who is actually reachable.

How to Choose a Reliable WhatsApp Number Verification Tool

When choosing a professional verification tool, pay attention to these four areas:

Bulk Processing Capability — The tool should handle large datasets efficiently.

Accuracy — Results must be reliable to avoid deleting valid contacts by mistake.

Data Security — All data should be encrypted and securely processed.

Additional Features — The best tools also support marketing follow-up actions such as broadcasting and customer tracking.

Common WhatsApp Number Verification Methods

1. Manual Verification

How it works: Enter each phone number into WhatsApp and check if the chat option appears.
Pros: Suitable for small lists and easy to do.
Cons: Very time-consuming, prone to input errors, and not scalable.

2. Browser Plugins

How it works: Install a plugin, import your contact list, and let it automatically check the status of each number.
Pros: Easy to start with and convenient for smaller businesses.
Cons: Free versions usually have limits, and the tool may slow down when handling large volumes of data.

3. Online Platforms

How it works: Upload your contact list to a verification website and wait for the results.
Pros: Simple, no installation required, and suitable for large-scale verification.
Cons: Accuracy and security depend on the platform provider.

Recommended Tool: SaleSmartly

SaleSmartly is an all-in-one marketing and customer communication platform that includes a free WhatsApp Number Checker feature. It allows you to verify contacts in bulk and filter out invalid numbers quickly.

Here’s how it works:

Step 1. Upload Your List

You can enter numbers manually or upload a spreadsheet file in XLS or XLSX format. The system supports up to two thousand numbers per manual batch.

Step 2. Run the Verification

SaleSmartly automatically checks each number to see if it is registered on WhatsApp. Once completed, you can export all valid numbers with a single click.

Step 3. Clean and Organize Your Data

Remove the invalid numbers, then import the verified list back into SaleSmartly for your next marketing campaign.

SaleSmartly supports up to ten thousand numbers per batch, making it one of the most efficient tools for large-scale WhatsApp number verification.

You can start a free trial to experience the process yourself and see how effective it is.

How to Use SaleSmartly for Targeted WhatsApp Outreach

After verifying your numbers, you can immediately start marketing to the verified users within in SaleSmartly.

Send Personalized Broadcasts

Once the verification is done, you can tag and segment your audience in SaleSmartly. Use the broadcast feature in SaleSmartly to send customized messages to verified users for higher engagement.

Send Official WhatsApp Templates

If you use WhatsApp API, you can apply for message templates through SaleSmartly. These templates can be sent directly to verified users, keeping communication compliant while maintaining reach.

Every verified number is a real customer, and every message you send has value.

Conclusion

As marketing costs rise, random bulk messaging is no longer effective. Every campaign should focus on precision and efficiency. WhatsApp number verification is not an extra step. It is an essential part of any smart marketing strategy. It saves money, reduces risk, and ensures that every message reaches a real person.

Instead of wasting resources on invalid numbers, verify your contacts first and concentrate on potential customers who are ready to engage.

Start your free trial with SaleSmartly today and see how easy it is to clean your contact list and reach the right audience.

FAQs

1. What are the main benefits of verifying WhatsApp numbers?

It ensures that your messages reach real WhatsApp users, reduces marketing costs, improves efficiency, and lowers the risk of being flagged for spam. It also helps you maintain a clean and accurate database.

2. How can I verify numbers with SaleSmartly?

Upload your list of numbers to SaleSmartly, start the verification process, and export the valid numbers. You can then send targeted messages directly to verified users.

3. What other WhatsApp marketing features does SaleSmartly provide?

SaleSmartly offers built-in tools for broadcasting, segmentation, message templates, and automated workflows, helping you manage every stage of your WhatsApp marketing in one platform.

Further Reading

The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively

2025 Best WhatsApp Bulk Messaging Tools: Guides, Reviews & Top Picks

How Global Brands Manage WhatsApp Group Marketing: Four Real-World Strategies

WhatsApp Private Marketing Guide

### [The New Meta AI in WhatsApp: How to Use WhatsApp Meta AI Effectively](https://www.salesmartly.com/en/blog/docs/whatsapp-meta-ai)

Overview

WhatsApp has introduced a new built-in AI feature called WhatsApp Meta AI. This article walks you through what it is, how it works, and how businesses can use it effectively.

In this guide, you will learn:

What WhatsApp Meta AI is

How WhatsApp Meta AI works

How to start using WhatsApp Meta AI

How to access WhatsApp Meta AI

How WhatsApp Meta AI supports digital marketing

How to unlock more AI capabilities on WhatsApp

What risks should to consider when using WhatsApp Meta AI

Introduction

Recently, many WhatsApp users noticed a light blue circle icon appearing in the search bar and chat list. This icon represents WhatsApp Meta AI, a new feature that Meta is gradually rolling out worldwide.

For everyday users, WhatsApp Meta AI acts as a smart assistant for learning, searching, and casual conversations. It is simple to use and requires no additional setup.
For businesses that rely on WhatsApp to communicate with customers, this update sends a clearer message: customer interaction is evolving, and AI is now entering frontline conversations.

In this article, we take a closer look at WhatsApp’s latest feature and its implications for both users and businesses.

What Is WhatsApp Meta AI?

WhatsApp Meta AI is an AI-powered chat assistant built directly into WhatsApp. You can use it as soon as you open the app. Its core capabilities are powered by Meta’s Llama large language model, which enables natural language understanding and content generation.

In terms of user experience, Meta AI works as an embedded assistant rather than a separate chatbot account:

You can chat with it directly in private conversations

You can mention @Meta AI in group chats

You can ask questions through the WhatsApp search bar

You can generate short product descriptions

You can create images based on text prompts

This design allows users to access AI support without leaving their existing chat environment.

How Does WhatsApp Meta AI Work?

Using Meta AI in WhatsApp is simple and intuitive. There are two main ways to interact with it.

Method 1: Use Meta AI in Chats

In a private chat, you can open a direct conversation with Meta AI and ask questions or request suggestions.
In a group chat, type @Meta AI followed by your question. Meta AI will read the mention and respond directly in the conversation.

Method 2: Ask Meta AI from the Search Bar

Tap the Meta AI icon in the search bar at the top of the screen.
Please enter your question and send it. Meta AI will recognize your intent and reply instantly.

Privacy reminder: Meta AI only processes messages that mention @Meta AI or are sent directly to it. Personal messages and calls remain protected by end-to-end encryption and are not accessible to others.

How to Start Using WhatsApp Meta AI

Ask Meta AI in Private or Group Chats

Open a chat with Meta AI or a group where Meta AI is enabled

Enter your question and include @Meta AI

Send the message and view the response in the chat

Use Meta AI for Search

Tap the Meta AI icon in the search bar

Enter your question

Receive the answer directly in the conversation

Create Images with Meta AI

Open a chat with Meta AI

Describe the image you want to create

Send the prompt

View and download the generated image

How to Access WhatsApp Meta AI

At the moment, WhatsApp Meta AI is not available to all users.

Basic steps:

Open WhatsApp and go to the chat list

Tap “New Chat” in the top right corner

Search for “Meta AI”

Add Meta AI as a contact

Start chatting

If Meta AI does not appear or some features are unavailable, possible reasons include:

Your WhatsApp app is not updated to the latest version

Your device does not support the newest features

Meta AI is not yet available in your region

How WhatsApp Meta AI Supports Digital Marketing

For brands and merchants, WhatsApp Meta AI is more than a chat assistant. It can also support digital marketing workflows by improving speed and engagement.

Key capabilities include:

Fast customer responses

Meta AI can quickly answer common questions and provide personalized suggestions, reducing response time and improving customer satisfaction.

Creative text and image generation

Marketers can use Meta AI to generate social media copy, blog drafts, and creative images for daily campaigns.

Group chat management

Meta AI can summarize unread group messages, helping admins quickly understand key discussion points.

Multilingual translation

Meta AI supports fast translation of words and short phrases, making cross-language communication easier.

Personalized engagement and interactive content

Based on user interaction history, Meta AI can assist with content recommendations. It also offers quizzes, riddles, and mini games to increase user engagement.

API expansion potential

Meta provides options to integrate AI services into the WhatsApp API, enabling more advanced customer service and marketing workflows.

How to Unlock More AI Capabilities on WhatsApp

For individual users, Meta AI already offers a flexible experience.
However, businesses going abroad using WhatsApp for lead generation, conversion, and customer service often face practical limitations.

Challenge 1: Messages are scattered across channels

Customers may contact businesses through WhatsApp, Instagram, Telegram, TikTok, and other platforms. Meta AI cannot unify messages across channels.

Solution:
SaleSmartly aggregates messages from multiple platforms into one shared inbox. Teams can reply from a single dashboard without switching apps, ensuring every inquiry is handled efficiently.

Challenge 2: AI-only replies lack control

AI alone cannot always understand real customer intent. Human agents cannot stay online 24 hours a day. Businesses need a balanced approach.

SaleSmartly’s AI + human collaboration model enables:

AI bots to respond instantly around the clock

Automatic handling of simple questions

Seamless handover to human agents for complex issues

This setup improves efficiency while maintaining service quality.

Challenge 3: Limited multilingual support

Meta AI currently supports only a limited number of major languages, which makes it difficult to manage complex cross-border scenarios.

SaleSmartly supports real-time translation in 134 languages, allowing businesses to communicate smoothly with customers worldwide.

Challenge 4: No long-term conversion automation

Meta AI does not support behavior-based automation or compliant bulk messaging.

SaleSmartly supports:

Automated welcome messages

Behavior-triggered workflows

Customer tagging and segmentation

Compliant broadcast messaging

👉 Start your free trial to explore advanced WhatsApp automation

Sign Up Free

What Risks Should You Consider with WhatsApp Meta AI?

While AI brings convenience, users and businesses should remain cautious.

Privacy and data boundaries

Meta AI processes selected inputs to generate responses. Businesses should avoid sharing sensitive or confidential information through AI interactions.

Uncertainty in AI responses

Over-reliance on automated replies may lead to misunderstandings and reduced customer satisfaction if context is misinterpreted.

Conclusion

The launch of WhatsApp Meta AI shows how deeply AI is becoming embedded in everyday communication.

For individuals, it offers convenience. For businesses, it introduces new ways to improve efficiency and customer experience.
The real advantage lies in how effectively AI is integrated into real operational workflows.

By combining Meta AI with a professional omnichannel platform like SaleSmartly, businesses can overcome AI’s limitations and turn WhatsApp into a powerful channel for customer engagement and growth.

Frequently Asked Questions

Do I need to download another app to use WhatsApp Meta AI?

No. Meta AI is built directly into WhatsApp.

What can WhatsApp Meta AI do besides generating replies?

It can generate images, translate content, summarize group chats, and assist with information searches.

Why don’t I see the Meta AI icon in my WhatsApp?

This may be due to an outdated app version, an unsupported device, or regional availability limits.

Further Reading

WhatsApp 8 Pro Tips 2025: Master These Hidden Features Guide for Business Success

WhatsApp + SaleSmartly automation, there are surprises you don’t know!

How to Train a Custom AI Chatbot for Cross-Border Businesses (2025 Edition)

Building an AI Knowledge Base from Scratch: Step-by-Step Guide

### [WhatsApp Ads in Status and Channels: The Next Big Opportunity for Global Brands](https://www.salesmartly.com/en/blog/docs/whatsapp-updates-ads-guide)

Meta recently introduced a new WhatsApp ad placement. With this update, ads no longer appear only on Facebook and Instagram. Brands can now promote directly inside WhatsApp’s Updates tab.

This change matters. Brands can run ads or post promotions in WhatsApp Status and Channels. Users can discover a brand, start a conversation, and request support or product details without leaving WhatsApp. There is no website jump and no app switch.

According to Meta, the Updates tab now attracts over 1.5 billion daily users globally (Meta earnings disclosures, 2024). This signals a clear shift. WhatsApp is evolving from a pure messaging tool into a customer acquisition channel.

For cross-border brands and eCommerce teams, this is more than a feature update. It marks a new phase of private traffic growth. Early adopters can reach high-intent users, lower acquisition costs, and build direct customer relationships at scale.

In this guide, we break down what WhatsApp ads are, how the Updates ads work, and how brands can turn this update into measurable growth.

What This Guide Covers

We will answer five key questions:

What are WhatsApp ads?

How do ads in the Updates tab work?

Why should brands invest in WhatsApp ads?

What challenges come after launching ads?

How can brands maximize ROI from WhatsApp ads?

What Are WhatsApp Ads?

Before launching campaigns, it is important to understand the two main types of WhatsApp ads.

1. Click-to-WhatsApp Ads

This format already exists and is widely used.

Ads appear on Facebook or Instagram

Users click the ad

The click opens a WhatsApp chat with the business

The core value is simple. It moves public traffic from social platforms into WhatsApp, where brands can build private relationships.

2. Ads in the WhatsApp Updates Tab

This is the key change introduced by Meta.

These ads run entirely inside WhatsApp. Meta recommends content based on user interests and limited signals. Users can engage with brands without leaving the app.

There are two placements inside Updates.

Ads in Status

Shown in the Status feed

Similar to Instagram Stories

Use images or short videos

Include a “Message” button to start a chat

Ads in Channels

Shown in the Channels discovery area

Focus on content discovery and brand exposure

Help brands grow channel followers

How Do WhatsApp Updates Ads Work?

WhatsApp ads do not appear in private chats.

They only show in:

Status

Channels

Users see them naturally while browsing updates from friends or followed channels.

1. Ads in Status: One-Click to Conversation

Brands can showcase products using:

Images

Videos

Text

Voice notes

From discovery to conversation, the process takes one click. Users tap “Message” and start chatting instantly inside WhatsApp.

This short path reduces drop-off and removes friction. Brands can immediately handle:

Product inquiries

Service explanations

Pre-sales conversations

After-sales support

The entire journey happens inside WhatsApp.

I'm sure you're all familiar with setting up ads in Meta. So, let's skip the basics and jump straight to how to actually create a WhatsApp Status ad.

Here's your quick-start guide:

A. Start a New Campaign
In Meta Ads Manager, click "+ Create".

B. Pick the Right Objective
For WhatsApp Status ads, choose one of these campaign goals:

Traffic

Engagement

Leads

Sales

C. Set Up Your Ad Set (The Key Part)
Focus on these critical settings:

Destination: Under "Conversions," select "Messages" and set the location to "WhatsApp".

Manual Connection: In the "Message Destination" box, choose "Manual Setup" and tick "WhatsApp".

Prerequisite: Your WhatsApp Business account must already be linked to your Facebook Page.

Link Your Assets: Select your specific WhatsApp phone number and its connected Facebook Page.

Optimize for Chats: Set the optimization goal to "Maximize Number of Conversations" to get more leads and messages.

D. Design Your Ad
Upload your creative (images/video), write your ad text, and choose your format. Submit it for review, and you're all set.

E. Measure Your Results
Track performance in Ads Manager with metrics like:

Impressions

Link Clicks

Initiated Conversations

2. Ads in Channels: Build Long-Term Exposure

Channels allow one-way broadcasts from brands to followers.

Channel ads help brands:

Gain visibility in channel discovery

Attract high-intent followers

Send ongoing updates and promotions

Once users follow a channel, brands can continuously share content. This supports long-term engagement rather than one-time clicks.

Privacy and User Experience

Meta states that ad recommendations rely on limited data only, such as country, language, followed channels, and Past ad interactions.

Private chats, calls, and messages remain end-to-end encrypted. This keeps the core communication experience clean while giving brands a low-intrusion exposure channel.

Why Should Brands Invest in WhatsApp Ads?

The goal of advertising is not traffic alone. It is qualified conversations that convert.

WhatsApp ads offer three clear advantages.

1. Native Format With Low Resistance

Ads in Updates blend into content feeds. Users discover them while browsing, not while being interrupted.

Because recommendations match user interests, trust builds faster. Compared with traditional display ads, these placements feel more natural and receive higher acceptance.

2. One Interaction Unlocks Long-Term Reach

Once a user starts a conversation, the brand gains a direct communication channel.

Brands can continue engaging users with:

Product updates

Promotions

Re-purchase reminders

Customer support

This is the power of private traffic. One ad click can lead to repeated interactions over time.

3. Higher Intent, Less Waste

Users who actively message a brand show clear intent.

This means:

Fewer invalid clicks

Higher-quality leads

Lower cost per conversation

In practice, this translates into better lead quality and lower operational friction for support and sales teams.

What Challenges Come After Launching WhatsApp Ads?

This update brings opportunity, but also new operational pressure.

Once ads go live, many brands face issues such as:

Slow response to incoming messages

Missed chats across multiple WhatsApp accounts

No follow-up after the first inquiry

Scattered data with no clear attribution

The real challenge is not traffic. It is about capturing, managing, and converting that traffic at scale.

How to Maximize WhatsApp Ad Performance

Launching ads is only the first step. As conversation volume increases, brands require a professional system to manage demand.

By connecting WhatsApp to SaleSmartly, brands can turn ad traffic into measurable results.

Automated Reception and Faster Response

With automation and AI bots, brands can:

Send instant welcome messages

Answer common questions automatically

Respond 24/7, even outside business hours

This ensures every ad-driven inquiry receives a timely response, improving satisfaction and conversion rates.

Unified Customer Data and Ad Attribution

SaleSmartly automatically tracks where each customer comes from.

Whether a user arrives via:

TikTok Ads

Facebook or Instagram ads

WhatsApp ad clicks

Social links

The system records the exact source inside the customer profile.

All data lives in one place:

Customer details

Chat history

Interaction behavior

Ad source

Teams can segment users by source, behavior, or lifecycle stage. This enables targeted follow-ups, personalized campaigns, and higher repeat purchase rates.

Clear Ad Performance Tracking

SaleSmartly provides visual dashboards that show:

Ad impressions

Entry account and channel

Conversation volume and engagement

With clear data, brands can evaluate performance, refine creatives, and optimize budgets based on real outcomes.

Final Thoughts

The launch of WhatsApp ads in Updates marks a major shift in WhatsApp’s commercial ecosystem.

WhatsApp is no longer just a messaging app. It is becoming a direct gateway for brand discovery, customer acquisition, and private traffic growth.

The market is still early. Competition remains low, and user acceptance is high.

For global brands, entering early means:

Lower acquisition costs

Higher exposure

Stronger private traffic foundations

When WhatsApp ads work together with tools like SaleSmartly, brands can fully capture this opportunity and gain an edge in cross-border competition.

Sign Up Free

Frequently Asked Questions

1. Will WhatsApp ads appear in my private chats?

No. All ads appear only in the Updates tab. Private chats, group chats, and calls remain ad-free.

2. Does WhatsApp read chat content to show ads?

No. Meta confirms that private chats, calls, and status messages are protected by end-to-end encryption. Ads rely only on limited data such as country, language, and followed channels.

Recommended Reading

The New Meta AI in WhatsApp: How to Use WhatsApp Meta AI Effectively

The Complete Guide to WhatsApp Message Templates: How to Reach More Customers Effectively

Creating a Click to WhatsApp Ad: A Complete Guide

### [WhatsApp Chatbots: The Complete Guide for Global Businesses to Never Miss a Customer Query](https://www.salesmartly.com/en/blog/docs/whatsapp-chatbot)

Introduction: WhatsApp Is No Longer Just a Messaging App

In high-growth overseas markets such as Latin America, the Middle East, and Southeast Asia, WhatsApp has become more than a social tool. It is now a core customer communication channel for businesses.

As real-time messaging becomes the norm, customer expectations continue to rise. Even a response delay of a few minutes can impact conversion rates.
This is especially challenging for global businesses operating across time zones and languages.

The real question is no longer whether to use WhatsApp.
It is how to respond to every inquiry quickly, consistently, and at scale.

This is why WhatsApp chatbots are becoming a standard setup rather than a nice-to-have. They are not just auto-reply tools. They offer a more sustainable way to manage customer conversations.

So what exactly is a WhatsApp chatbot? Which businesses should use one? And how do you implement it effectively? Let’s break it down.

What You Will Learn in This Guide

This article covers:

What a WhatsApp chatbot is and how it works

Which businesses benefit most from WhatsApp chatbots

Which businesses should wait before adopting one

How to set up a WhatsApp chatbot step by step

What Is a WhatsApp Chatbot?

A WhatsApp chatbot is a program that automates conversations on WhatsApp.

It uses Natural Language Processing (NLP) and predefined rules to respond without requiring a human agent in real time. With a well-designed chatbot, businesses can:

Automatically answer frequently asked questions

Recommend products or send relevant information

Guide customers to complete return or refund forms

Seamlessly transfer conversations to live agents when needed

The key advantage is simple.
All interactions happen directly inside WhatsApp, the app that customers already know and use daily. There is no need to redirect users to unfamiliar pages or external forms.

Is a WhatsApp Chatbot Right for Your Business?

If you are unsure whether a WhatsApp chatbot is worth the investment, start by reviewing the scenarios below.
If even one applies to your business, a chatbot can significantly improve your communication efficiency.

High Inquiry Volume with Repetitive Questions

The Pain Point:
Your products or services are relatively standardized. Most inquiries focus on pricing, specifications, shipping, or basic policies. Agents spend a large portion of their time repeating the same answers.

The Chatbot Solution:
A WhatsApp chatbot can deliver instant, templated replies to high-frequency questions. This reduces agent workload and improves response speed at the same time.

Customers Across Multiple Time Zones

The Pain Point:
Your customers are based in regions such as Europe, the US, or the Middle East. Inquiries arrive around the clock, but your support team cannot stay online 24/7.

The Chatbot Solution:
A chatbot handles the first response during nights, weekends, and holidays.

Basic questions are resolved instantly

Complex cases clearly inform customers when live support is available

This ensures every inquiry gets a response and helps recover leads that would otherwise be lost.

Need for Multilingual Support

The Pain Point:
You serve customers in multiple languages, but your team lacks sufficient language coverage. Hiring or training multilingual agents quickly increases costs.

The Chatbot Solution:
When combined with translation capabilities, a WhatsApp chatbot lowers language barriers. It improves conversion rates while reducing recruitment and training expenses. Your budget stays focused on product and growth.

Managing Multiple WhatsApp Accounts

The Pain Point:
Agents constantly switch between different WhatsApp accounts. Messages are easy to miss, and response times become inconsistent.

The Chatbot Solution:
By integrating WhatsApp into a CRM system, all messages from multiple accounts are centralized in one dashboard. This reduces missed replies and improves both response speed and customer satisfaction.

When a WhatsApp Chatbot May Not Be the Right Fit Yet

A chatbot is not something you should deploy as early as possible at all costs.

If your business is currently in any of the following situations, adding a chatbot too soon may hurt the customer experience:

Very low inquiry volume

Highly customized or non-standard products and services

WhatsApp is not a primary customer communication channel

A simple rule of thumb:
Introduce a WhatsApp chatbot when response speed and labor costs start to become real bottlenecks.

How to Set Up Your WhatsApp Chatbot

Setting up a WhatsApp chatbot usually follows these steps.

Step 1: Integrate Your WhatsApp Account

Before configuring a chatbot, you need to connect your WhatsApp account to SaleSmartly.

SaleSmartly supports three types of WhatsApp accounts: WhatsApp API, WhatsApp personal accounts, and WhatsApp Business accounts.

You can choose based on your business needs.

If you want a clear comparison, refer to:

A chart tells you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API

Step 2: Configure Your WhatsApp Chatbot in SaleSmartly

After integration, chatbot setup includes two main parts:

AI chatbot configuration

Automation workflow design

Let’s look at them one by one.

AI Chatbot Configuration

1. Create a Chatbot

In the admin panel:

Click AI Chatbot → Select Creating a Robot Agent

Then:

-Set a bot name and description

-Ensure the bot status is set to Enabled

2. Choose an AI Agent

SaleSmartly supports multiple AI agent solutions, including: HelpKnow.ai, Coze, Dify, and OpenAI Assistants.

Installed agents appear automatically. Others can be installed with one click, allowing flexibility for different business needs.

3. Set Fallback Replies

When the AI cannot provide a confident answer, the system sends predefined fallback messages. This ensures conversations never stop unexpectedly.

4. When Does the WhatsApp Chatbot Respond?

When a customer sends a message:

-The chatbot must be enabled

-Online chat hosting must be active

Once both conditions are met, the WhatsApp chatbot automatically takes over and responds.

Automation Workflows (Advanced Use)

Automation workflows guide conversations from vague questions to clear intent using keyword recognition and logic rules.

Typical use cases include: Welcome messages, FAQ replies, and Product inquiries.

To create a workflow:

Click Automation Workflow → New Flow

Select the channel, for example, WhatsApp API

Choose an automation template, such as keyword-based auto-replies

The system first identifies what the customer says.
If a message contains predefined keywords, the matching reply is triggered automatically.

This allows conversations to progress step by step toward clear needs without human intervention.

AI Chatbot vs Automation Workflow: Which Triggers First?

This is a common concern.

In SaleSmartly, you can define priority rules under:

AI Chatbot → AI Chatbot & Automation Trigger Rules

You can choose to:

-Trigger both

-Prioritize the AI chatbot

-Prioritize automation workflows

This flexibility ensures different strategies work together smoothly instead of conflicting.

Summary: Why WhatsApp Chatbots Matter Today

WhatsApp has evolved from a simple messaging tool into a key conversion channel.

Manual customer support alone struggles to balance speed and cost across time zones and languages.
A WhatsApp chatbot solves this by:

-Responding instantly to incoming inquiries

-Handling repetitive questions automatically

-Transferring complex cases to live agents when needed

With SaleSmartly, businesses can quickly integrate WhatsApp, configure AI chatbots, and build automation workflows. The result is a unified, efficient customer communication system built for global growth.

Frequently Asked Questions

Can one social media account use multiple WhatsApp chatbots?

No. Each social media account supports only one WhatsApp chatbot. If a chatbot already exists, any new chatbot will automatically bind to that account.

Is there a risk of a WhatsApp account suspension?

When used compliantly, the risk is very low.
As long as you respond only to customer-initiated conversations and avoid spam or mass messaging, account bans are unlikely.

Do I need technical skills to set up a WhatsApp chatbot?

No. Platforms like SaleSmartly offer visual configuration. You can build and launch a WhatsApp chatbot without any coding experience.

Further Reading

A chart tells you the difference between WhatsApp, WhatsApp Business Number and WhatsApp API

The New Meta AI in WhatsApp: How to Use WhatsApp Meta AI Effectively

How to Train a Custom AI Chatbot for Cross-Border Businesses (2025 Edition)

The secrets of Chatbot! What are the advantages and disadvantages of ChatGPT?

### [2026 Marketer's Guide to WhatsApp Visuals: Strategy, System, and Scale](https://www.salesmartly.com/en/blog/docs/visual-whatsapp-marketing-2026)

We all know the moment. A text feels flat, an apology seems hollow, or pure excitement can‘t be captured in words alone. In our personal chats, our instinct is immediate: we reach for a sticker. This simple visual cuts through, conveying tone, emotion, and personality instantly. It’s the new handshake of digital conversation. For businesses, this instinct represents the evolution of WhatsApp marketing, moving beyond broadcast blasts to personalized, visual dialogues that build relationships.

For businesses, this shift toward visual communication presents a critical challenge and a powerful opportunity. While any team member can quickly create a sticker from a photo or find a free online sticker maker, scaling that personal touch across an entire organization is where things break down. What happens when one agent‘s witty, improvised graphic clashes with another’s formal response? The result is a fractured brand identity and a confusing customer journey that undermines your WhatsApp marketing efforts.

The defining question for 2026 has evolved. It‘s no longer “Should we use visuals?” but “How do we systemize visual expression without sacrificing its authentic, human feel?” The winning WhatsApp marketing strategy builds a bridge between spontaneous team creativity and strategic brand consistency. This is where a platform like SaleSmartly transforms from a communications tool into a vital brand governance system for conversational commerce.

More in this guide:

Part 1: The Creator’s Toolkit: Empowering Your Team

Part 2: The Governance Framework: Systemizing Creativity with SaleSmartly

2026 Roadmap: From Concept to Cohesive System in One Week

From Creative Chaos to a Cohesive Brand Language

Frequently Asked Questions

Part 1: The Creator's Toolkit: Empowering Your Team

A strong visual system starts with creation. WhatsApp has embedded powerful tools that allow anyone to turn an idea into a shared visual moment, forming the basic unit of your visual WhatsApp marketing efforts.

How to Create a Custom Sticker from a Photo:

This is the fastest way to adapt a brand asset, product shot, or mascot for conversation. WhatsApp‘s built-in editor makes it simple.

In any chat, tap the Stickers icon.

Select Create (the icon with a photo and a ‘+’).

Choose an image. Use the in-app tools to add an emoji, text, or draw freehand.

Tap Send to share instantly.

Reference: WhatsApp‘s official guide details this process: How to create and share custom stickers and sticker packs.

How to Generate Stickers with AI (Limited Availability):

This feature acts as a creative brainstorm partner, generating concepts from text prompts—perfect for ideation.

Navigate to Stickers > Create > Use AI.

Enter a descriptive prompt like “an optimistic robot giving a thumbs-up.”

Review the options and tap to send or refine your idea.

Note: This feature is in limited rollout and may not be available in all regions. For the latest updates, check WhatsApp’s AI feature announcements.

How to Build and Share a Formal Sticker Pack:

For organized, reusable collections perfect for campaigns or team-wide use, creating a formal pack is key.

Compile: Create individual stickers, then use the ‘Add to sticker pack’ function.

Share: From your pack‘s menu (…), select ‘Send’ to share the full collection.

Technical Specifications: For official uploads, ensure your designs meet WhatsApp’s strict standards to ensure compatibility and quality:

Asset Type

Key Requirements

Static Sticker

Format: PNG or WebP

Maximum Size: 100KB

Dimensions: 512 x 512 pixels

Pack Size: 3 to 30 stickers

Animated Sticker

Format: Animated WebP

Maximum Size: 500KB

Dimensions: 512 x 512 pixels

Maximum Duration: 10 seconds

Reference: All technical requirements for developers and creators are outlined in the WhatsApp Stickers documentation.

Part 2: The Governance Framework: Systemizing Creativity with SaleSmartly

This is the crucial business leap. The ease of individual creation reveals the pressing need for organizational governance. According to Marq (formerly Lucidpress), consistent brand presentation across all channels can increase revenue by up to 23%. Without a system, uncoordinated visuals inevitably dilute your brand and erode that value.

This is the core value of SaleSmartly. It provides the essential infrastructure to channel creativity into a framework of centralized control, strategic deployment, and cross-channel consistency. The difference between a manual approach and a systemized strategy defines modern WhatsApp marketing success:

Challenge

The Manual, Ad-Hoc Approach

The SaleSmartly Systemized Approach

Asset Management

Files scattered across devices and drives. No version control.

A centralized Material Library serves as the single source of truth for all approved brand visuals, fully searchable and organized by use-case. Learn how to set it up in our guide to How to Boost Customer Conversion Rates with a Smart Service Platform.

Deployment & Consistency

Relies on individual memory and preference. High risk of off-brand use.

Intelligent Automation Rules suggest or trigger the correct branded image based on context, like prompting the official “Thank You” graphic when an agent types “thanks.” Discover the power of WhatsApp + SaleSmartly Automation: Check What Benefits You Can Get.

Cross-Channel Cohesion

Visual identity fragments across WhatsApp, Instagram, and email.

The unified Omnichannel Inbox ensures the same Material Library powers conversations everywhere for a seamless brand experience. See how it works in our article on Omnichannel Marketing Explained: A Must-Know Strategy for Cross-Border E-commerce.

Scalability

Training new team members is slow and inconsistent.

New agents instantly access the full brand toolkit. Automation guides proper usage, enabling rapid and reliable scaling.

Always-On Chabot Responsiveness

After-hours inquiries go unanswered. Leads are lost due to time zone gaps.

A WhatsApp chatbot powered by SaleSmartly handles the first line of engagement 24/7, automatically deploying on-brand visuals from the Material Library while routing complex issues to human agents.

Building Your Visual Command Center: A Three-Phase Plan

Phase 1: Establish Your Single Source of Truth

Use the creation tools for brainstorming, then channel approved concepts into your governed system.

Action with SaleSmartly: Upload finalized brand graphics to the Material Library. Create intuitive folders, for example, Welcome_Sequences, Support_Flow or Chatbot_Assets. This eliminates the chaos of personal files and ensures every team member uses the correct, on-brand visual. For a step-by-step workflow, see our blog on Creating Effective Customer Service Workflows.

Phase 2: Automate for Effortless Consistency

Activate your library by integrating visuals into key workflows.

Elevate Key Touchpoints: Within SaleSmartly‘s Automation builder, embed your core branded graphics into messages like welcome sequences or order confirmations. This ensures every first impression is perfectly on-brand. Get inspired by our Welcome Message Templates for Every Channel.

Configure your WhatsApp chatbot to do more than answer text-based FAQs.
With SaleSmartly, your chatbot can pull directly from the centralized Material Library to send relevant branded visuals during conversations. For example:

When a customer asks about shipping policies, the chatbot replies with a friendly, on-brand “Let me check that for you 🚚” graphic before delivering the information.

After successfully answering a query, it sends a branded “Problem Solved ✅” sticker.
This turns your chatbot from a text-only utility into an always-on, on-brand visual ambassador.

🔍 Want to learn how to build a WhatsApp chatbot that handles high-volume queries, bridges time zones, and speaks your customers' language—all while staying perfectly on-brand? Read our complete guide: WhatsApp Chatbots: The Complete Guide for Global Businesses to Never Miss a Customer Query.

Empower Your Agents:  Set up Automation Rules to surface the “Problem Solved” image when an agent closes a ticket, or to suggest the “Checking Now” graphic when they type “investigating” for your WhatsApp marketing and support. This turns your Material Library into an active assistant.

Phase 3: Govern, Analyze, and Evolve

A strategic system requires active stewardship.

Assign a team member to curate the Material Library, updating it for seasons and campaigns.

Use SaleSmartly’s Unified Inbox and analytics to maintain visual consistency across all channels and to measure engagement—understanding which visuals used by both agents and chatbots resonate most with customers. Learn more in How to Measure the ROI of Your Conversational Marketing.

2026 Roadmap: From Concept to Cohesive System in One Week

Days 1 to 2: Ideate. Host a team session using WhatsApp‘s tools to mock up visual concepts for five key scenarios, such as welcome, thanks, and resolution.

Day 3: Centralize. Finalize the designs against your brand guidelines. Upload all master assets to your SaleSmartly Material Library and train your team on the new process.

Days 4 to 5: Systematize. In SaleSmartly, embed key graphics into your automated welcome sequence and build two to three simple keyword-triggered Automation Rules.

Ongoing: Refine. Continuously optimize your visual assets and automation logic using team feedback and engagement data from your conversations.

Sign Up Free

👉 Looking for more hands-on strategies? Join our Telegram channel for a steady stream of practical growth tips, proven marketing playbooks, and the latest product updates to power your conversational commerce: https://t.me/SaleSmartlyGlobal

Conclusion: From Creative Chaos to a Cohesive Brand Language

The future of customer engagement is unequivocally visual and personal. Success in 2026 hinges on operationalizing this reality: combining the freedom of personal creation tools with the strategic rigor of a centralized system like SaleSmartly.

Move beyond managing disjointed assets. Start governing a dynamic visual language. By implementing a centralized Material Library powered by intelligent automation, you transform creative potential into a consistent, scalable brand asset. This builds recognition and trust in every single conversation.

Frequently Asked Questions (FAQ)

Q1: We're not designers. What makes a “good” business sticker?

A: Effective business stickers are less about complex art and more about clear communication. Focus on: High Emotion (celebratory, supportive, appreciative), Brand Elements (logo, colors, mascot), and Clarity (simple imagery, readable text if used). Start by adapting your existing brand assets. For design principles, read Visual Storytelling for Brands: A Non-Designer’s Guide.

Q2: How do we ensure visual consistency in our WhatsApp marketing from design to deployment?

A: Start by designing stickers that are simple, emotional, and on-brand. Then, use SaleSmartly's system to govern them: the Material Library centralizes approved designs, Automation Rules deploy them in the correct context (e.g., auto-suggesting a "Thank You" sticker), and the Omnichannel Inbox maintains this standard across all channels, turning individual creativity into a consistent WhatsApp marketing asset.

Q3: Can we use this system for channels other than WhatsApp?

A: Absolutely. While the creation guide focuses on WhatsApp, the SaleSmartly governance system is channel-agnostic. Your centralized Material Library and automation rules can manage and deploy branded visuals for Instagram DM, Facebook Messenger, email, and live chat, ensuring true omnichannel visual consistency. Explore our Turning Instagram Traffic Into StoreConversions: A Complete Guide for DTC andCross-Border Brands.

Q4: What’s the first step if we want to try this?

A: Start with Phase 1: Centralize. Gather your existing branded images (logos, product shots, welcome graphics) and upload them to a SaleSmartly Material Library. Even this single step immediately brings more order and control to your team‘s visual communication than an ad-hoc approach.

Ready to unify your brand‘s visual voice? Discover how SaleSmartly’s Material Library and Automation Rules can systemize your customer engagement.

Explore our guides for a complete strategy:

WhatsApp Business API: The Hidden Features You Need to Know

WhatsApp Chatbots: The Complete Guide for Global Businesses to Never Miss a Customer Query

How to Choose the Right Customer Service System for Global Teams: Features, Team Fit& Budget

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### [WhatsApp Usernames Are Coming in 2026: What Your Business Needs to Know](https://www.salesmartly.com/en/blog/docs/whatsapp-usernames-2026-business-guide)

Introduction: Why WhatsApp Is Finally Ditching the Phone Number

For years, sharing your phone number has been the price of entry for a WhatsApp conversation. That price has become increasingly hard to justify.

Privacy concerns around phone number exposure have driven millions of users to competitors. In 2021 alone, Telegram saw over 2.2 million downloads in a single week following a WhatsApp privacy policy update, while Signal gained more than 100,000 new users. As one industry observer noted, "Users are more concerned about sharing their phone numbers, which are the default identifiers on WhatsApp, and this was one reason people were adopting other platforms like Telegram or Signal."

The Privacy Wake-Up Call

The message was clear: users wanted to communicate without handing over their most personal identifier.

After years of development, WhatsApp is finally responding. The platform has started rolling out usernames to a limited number of users on Android and iOS, with a full launch expected by June 2026. Users can now choose a unique handle — @yourbrand or @yourname — and share that instead of their phone number.

For businesses, this shift brings both challenges and opportunities. The way you identify, reach, and retain customers on WhatsApp is changing. But with the right preparation, you can turn this privacy update into a competitive advantage.

This article breaks down everything you need to know: what's changing, when, and how SaleSmartly helps you stay ahead.

What Are WhatsApp Usernames?

WhatsApp usernames are unique handles that give users an alternative way to connect without sharing their phone numbers. Similar to how usernames work on Instagram or Telegram, this feature adds a layer of privacy and convenience to WhatsApp conversations.

Username Rules and Requirements

WhatsApp has defined a clear set of rules for usernames:

Must be between 3 and 35 characters in length

Must include at least one letter

Can only contain lowercase letters (a–z), numbers (0–9), periods, and underscores

Cannot start with "www" (to avoid appearing like an official website)

Cannot end with a domain such as .com, .net, .org, or .edu

Must be available across Meta platforms (Instagram, Facebook, and WhatsApp)

Behind the scenes, a chosen handle has to be available across Meta's wider ecosystem. Users may need to confirm ownership of an existing Instagram or Facebook username through Accounts Center before using the same identity on WhatsApp.

Username Key: An Extra Layer of Security

WhatsApp will also offer a "username key," which is a four-digit code required to send messages to a new username. This optional feature adds an extra layer of control for users who don't want unsolicited chats. Only people who have both your username and the key will be able to reach you.

How Business Usernames Work

Businesses will also be able to adopt a business username, giving them a clearer, more brand-forward identity on WhatsApp. Users will be able to message @YourBrand instead of memorizing a potentially confusing phone number.

However, adopting a business username does not hide your business phone number in the WhatsApp or WhatsApp Business app. The username works as an additional identifier, not a replacement for your phone number. Verified businesses with a blue badge will have early access to reserve their preferred username. Starting in early June 2026, businesses using the API will be able to claim their existing names: WhatsApp display names, verified accounts, or Facebook/Instagram business usernames.

What Is BSUID and Why Does It Matter for Businesses?

Alongside usernames, WhatsApp is introducing a new backend identifier called the Business-Scoped User ID (BSUID).

What Is BSUID?

The BSUID is a unique and anonymous identifier generated by Meta for each specific combination of user and business. It is an alphanumeric string of up to 128 characters. The BSUID uses the user's two-letter country code according to the ISO 3166 alpha-2 standard as a prefix, followed by a dot and an alphanumeric string (for example: US.13491208655302741918).

Key characteristics of BSUID:

It is business-scoped: a user's BSUID for "Company A" will be different from their BSUID for "Company B."

It is generated automatically by Meta

It is unique to each business portfolio-user pair

It does not contain personal information, only the country associated with the account

It replaces the phone number in webhooks for users who have adopted a username

It appears in the user_id parameter of incoming WhatsApp webhook events, regardless of whether the user has enabled the username feature

Why BSUID Matters for Your Business

Starting in June 2026, when a user adopts a username and chooses to hide their phone number, WhatsApp will no longer share their phone number with your business. Instead, you will receive only the BSUID.

If your integration relies exclusively on phone numbers as the primary key, it may break when interacting with users who have adopted usernames. This means your CRM, analytics dashboards, and message-routing logic must be updated to support the new BSUID field.

Which Message Flows Will Break If You Don't Adopt BSUID?

Two specific message flows will break when interacting with a user who has adopted a username:

Click-to-WhatsApp ads: Any Meta ad driving users to WhatsApp will stop generating conversations for that user segment. Ad spend keeps running. Conversations do not.

Inbound service messages: Users reaching out with a query, a request, or an issue will not arrive on your platform if their phone number is not visible and your system is not prepared for the BSUID.

The failure carries no visible technical alert. Conversations simply do not arrive. For businesses with active paid social investment and WhatsApp as a primary service channel, this risk is direct and immediate.

April 2026 Update – The Phased Rollout Has Begun

As of April 2026, WhatsApp usernames are finally moving from testing to a limited public rollout. The feature is now available to a "very limited" number of users as part of a phased rollout on recent Android and iOS builds.

How to Check If You Have Access

Users can check if they are part of the initial rollout by visiting their profile settings in the app. Those included will see a new option to create a username, which they can share instead of a phone number when starting chats or calls.

What This Means for Businesses

While the consumer-facing rollout is gradual, businesses cannot afford to wait. Meta has already begun notifying businesses about the upcoming changes and the June 2026 deadline.

BSUIDs will begin appearing in webhooks starting March 31, 2026. However, Meta APIs will not support sending messages targeted to BSUIDs until May 2026. This gives businesses a critical window to prepare.

The 30-Day Transition Window

WhatsApp has designed a transition mechanism worth knowing. For a period of 30 consecutive days following any interaction between the business and a user, WhatsApp will automatically return the user's phone number. Outside that window, BSUIDs become the only identifier available. This means businesses that maintain active conversations with customers between now and June 2026 will have a smoother transition.

What Businesses Need to Do to Prepare

The deadline is June 2026. Here are the key steps businesses should take now.

Update Your Webhook Integrations

Your systems must be able to receive and process BSUIDs sent via messaging webhooks. As of March 31, 2026, a contact's BSUID is already being delivered in webhook notifications.

Build Logic to Handle Multiple Identifiers

Your CRM should support multiple identifiers, including both phone numbers and BSUIDs. Map BSUIDs to existing CRM records to maintain conversation history and service continuity. For contacts who already have a registered number from previous interactions, your platform should keep both pieces of data to ensure service continuity.

Update Campaign and Analytics Tools

Any system that relies on phone numbers for audience segmentation, campaign triggering, or reporting must be updated to work with BSUIDs. This includes analytics dashboards, billing systems, and campaign management tools.

Adjust Bots and Automated Journeys

Modify your automated workflows to request phone numbers only when absolutely necessary. For routine interactions, your bots should be able to operate using BSUIDs as the primary identifier.

Claim Your Business Username

Secure your preferred handle early. Verified businesses with a blue badge will have early access. Starting in early June 2026, businesses using the API will be able to claim their existing names: WhatsApp display names, verified accounts, or Facebook/Instagram business usernames.

Preserve Existing Customer Relationships

Businesses must ensure that inbound or outbound interactions are maintained with existing customers between now and June 2026. This ensures that user identity mapping is retained when customers later reach out using usernames. The 30-day transition window means that active conversations preserve phone number visibility, giving you time to migrate to the new system.

How SaleSmartly Helps You Prepare for the WhatsApp Username Update

SaleSmartly is actively working to ensure a seamless transition for businesses using WhatsApp Business API through our platform. Here's how we help you stay ahead of the June 2026 deadline.

Unified Customer View Across Identifiers

SaleSmartly's Social CDP automatically handles multiple identifiers, including both phone numbers and ONE ID. When a customer reaches out using a username, our system maps the user information to the existing customer profile, maintaining complete conversation history. Your team never loses context.

Contact Import and Migration

Through SaleSmartly's contact management features, you can easily upload and sync existing WhatsApp customer data. Our platform helps you maintain customer continuity during the transition period. You can export all customers tagged with specific labels and create targeted segments for the BSUID era.

Click-to-WhatsApp Campaign Support

SaleSmartly integrates with Click-to-WhatsApp ads, ensuring your advertising investment continues to generate conversations even as WhatsApp transitions to BSUIDs. Our platform is designed to handle the new identifier flows seamlessly, so your ad spend keeps driving conversations, not silence.

Tagging and Segmentation

SaleSmartly's tagging and segmentation features become even more critical. As phone numbers become less reliable as universal identifiers, having a robust system for organizing and managing customer relationships, independent of any single identifier, is essential.

Customer tags: Organize customers by behavior, interest, purchase history, and lifecycle stage

Smart segmentation: Build targeted audiences based on tags and interaction patterns

Unified customer profiles: Access complete customer history regardless of which identifier they use

Omnichannel Continuity Across Platforms

WhatsApp is not the only channel where customer relationships live. SaleSmartly's omnichannel platform unifies conversations across WhatsApp, LINE, Facebook Messenger, Instagram, Telegram, and website chat. Your customer data remains centralized and accessible in one place.

AI Automation That Adapts

SaleSmartly's AI agents and automation workflows are designed to work with the identifiers your customers use, whether phone numbers or BSUIDs. Your automated journeys continue running without interruption. Routine questions about hours, pricing, and order status are handled automatically, while complex issues escalate to human agents with full context.

Official Meta Partnership

SaleSmartly is an official Meta Business Partner, recognized for our expertise in helping businesses leverage Meta's platforms for customer engagement. We work closely with Meta to ensure our platform stays ahead of updates like the WhatsApp username rollout, so our customers don't have to.

Frequently Asked Questions

1. Is the phone number still required to use WhatsApp?

Yes, a phone number is still needed to sign up and use the messaging app in the first place. Usernames sit on top of WhatsApp's existing system and don't replace it entirely.

2. What is a username key?

A username key is a four-digit code that can be required before someone messages you for the first time. It's an optional feature that adds an extra layer of privacy and control.

3. How does this compare to Telegram usernames?

Telegram has long supported usernames, enabling contact without phone-number sharing. WhatsApp's implementation brings it in line with competitors, aiming to deliver the same privacy benefits while maintaining its massive user base. The key difference is that WhatsApp usernames are optional and sit on top of the existing phone-number-based system, whereas Telegram has offered username-based communication for years.

Conclusion: The Countdown to June 2026

June 2026 is closer than it appears. For businesses using WhatsApp Business API, the time to prepare is now.

The introduction of usernames and BSUIDs represents a fundamental shift in how WhatsApp identifies users. This is not a minor feature update. It is a reconfiguration of the identity layer on which your entire conversational infrastructure operates.

Businesses that prepare early will:

Maintain conversation continuity with existing customers

Continue receiving messages from Click-to-WhatsApp campaigns

Preserve the value of their CRM and analytics investments

Build trust with privacy-conscious customers

Secure their brand identity with a business username

Businesses that wait may find themselves experiencing "Operational Silence". Ad spend that keeps running while conversations fail to arrive, and customer messages that never reach your team.

Don't wait until June to discover your systems aren't ready.

Start preparing your WhatsApp Business API integration today. Update your webhooks. Build BSUID handling into your CRM. Map your identifiers. And let SaleSmartly help you centralize and manage your customer relationships across all channels, regardless of how WhatsApp chooses to identify your customers tomorrow.

👉 Start your free trial to see how SaleSmartly helps businesses prepare for the WhatsApp username update and beyond.

Related Reading

Everything You Need to Know About WhatsApp Business API: Key Features, Use Cases & How to Apply

WhatsApp App vs WhatsApp Business Number vs WhatsApp API: Which One Do You Need?

From Chat to Conversion: How SaleSmartly Turns Scattered Customer Data into Actionable Assets

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### [The Ultimate Guide to WhatsApp Group Control: From Account Suspension Anxiety to Efficient Private Domain Management (Includes Multiple Tools)](https://www.salesmartly.com/en/blog/docs/whatsapp-group-control-guide-tool)

Managing dozens of accounts and thousands of messages manually—replying, adding friends, and sending mass messages—is not only inefficient but also frequently results in account bans.

This is something that many cross-border e-commerce , foreign trade , and overseas private domain teams experience every day.

Especially during the matrix operation phase , many teams encounter the same problem:

How can WhatsApp securely control multiple users?!

Some people used multiple web-based accounts, only to have all their accounts wiped out; others sent out mass messages and got banned the next day; still others created dozens of accounts but failed to actually improve conversion rates.

The problem isn't whether or not you've implemented group control; it's more about whether you're using the correct WhatsApp operation methods .

This article will systematically break down the core mechanisms, security rules, and practical applications of WhatsApp group control , helping you fully understand how WhatsApp group control works in practice.

Why are more and more teams going global starting to use WhatsApp group control?

WhatsApp boasts 2 billion monthly active users across 180 countries. Especially in cross-border e-commerce , B2B foreign trade, overseas agency, private domain operations , and advertising , WhatsApp has gradually become a core customer acquisition channel.

However, as the number of customers grows, many teams will enter the stage of operating multiple accounts , at which point the following problems are likely to occur:

Frequently Asked Questions

Specific manifestations

Inefficient

Frequent switching between multiple accounts and time-consuming manual responses

Accounts are easily banned

High-frequency mass messaging and repetitive content trigger risk control measures.

Customer management disorder

Customers are scattered across different accounts and employee mobile phones

Difficulty in collaboration

Unable to handle customers simultaneously by multiple people

Data cannot be statistically analyzed

I don't know which account has a higher conversion rate.

What exactly is WhatsApp group control?

Many people mistakenly believe that group control equals multiple accounts, but this is not the case. True WhatsApp group control is essentially a multi-account collaborative operation system . Its core purpose is to improve customer service efficiency and customer conversion rates , not simply to log in to accounts in bulk.

WhatsApp group control is essentially a competition between intelligent operations and customer experience . It's achieved through a single system:

A truly mature WhatsApp group control system typically includes:

Unified management of multiple accounts

Automatic reply

Bulk Sending

AI Customer Service

Customer tag management

Data statistics

Automated operation

In short: the real competition in group control is not the number of accounts , but the operational system .

How does WhatsApp identify "group control behavior"?

This is the question that many people are most concerned about. Because what most teams are truly anxious about isn't how to implement group control.

The question is how to avoid getting your account banned .

In fact, WhatsApp (Meta) has been continuously upgrading its risk control system, which identifies abnormal behavior from multiple dimensions.

WhatsApp primarily detects 5 types of abnormal behavior

Risk control dimensions

High-risk behavior

Equipment Environment

Multiple accounts sharing a device

IP association

Multiple accounts using the same IP address

Behavioral rhythm

Short-duration high-frequency transmission

Content duplicate

Mass mailing of the same copy

User Feedback

Being blacklisted, reported, or complained about

Which WhatsApp group control methods are most likely to result in account bans ?

Operation method

Risk level

Multiple instances of the same device

Extremely high

Log in to multiple accounts from the same IP address

Extremely high

New account directly sends group messages

Extremely high

Fixed copy repeated sending

high

Short-term, high-frequency marketing

high

API compliance submission

Low

Four mainstream solutions for WhatsApp group control: How to choose the most suitable group control solution for you?

Option 1: WhatsApp Business API (Official Interface)

Suitable for medium to large enterprises , it integrates WhatsApp with CRM, customer service systems, or marketing automation tools via API to achieve large-scale messaging, customer service, and data analysis.

advantage:

Officially supported, stable and reliable

Supports deep integration with business systems

Powerful and customizable

shortcoming:

The setup is complex and requires technical team support.

The cost is relatively high, making it suitable for companies with ample budgets.

Option 2: WhatsApp Web + Browser Plugin

Suitable for individuals or small teams , it allows users to log in to multiple WhatsApp accounts via a browser and use extensions (such as Multi WhatsApp Web ) for group management and message publishing.

advantage:

Free to use

Multiple accounts can be logged in simultaneously; the operation is simple.

shortcoming:

It has basic functionality and cannot perform data statistics and analysis.

Not suitable for large-scale group control

Option 3: WhatsApp Bulk Sender (bulk sending tool)

Suitable for small and medium-sized enterprises , it supports functions such as batch import of contacts, one-click sending of marketing information, scheduled sending, and template messages.

advantage:

Send in batches to save time

Supports templates and attachments

shortcoming:

There is a risk of account suspension; please use with caution.

Limited functionality and lack of group management

Option 4: Omnichannel private domain communication tools ( SaleSmartly recommended )

SaleSmartly is an omnichannel private domain communication tool that includes features such as intelligent customer service , mass messaging , and automated group management . It is suitable for cross-border e-commerce , B2B foreign trade, and advertising teams . It not only supports WhatsApp group control but also integrates multiple channels including Livechat , Facebook Messenger , TikTok , Instagram , Telegram , LINE , and Email , providing a one-stop solution for managing all customer communications.

Why choose SaleSmartly ?

Advantages

illustrate

The platform has the widest coverage

Aggregates 10+ mainstream overseas social media channels, providing a unified inbox.

Strong AI capabilities

AI chatbot provides 24/7 automatic replies, assisting human chatbots.

Best value for money

The entry-level version offers a full range of features, with even better deals for annual payments.

Ready to use right out of the box

No technical team required, quick start

Meta Official Partner

WhatsApp Business API Official Authorization

Complete WhatsApp Group Control Operation Process: 5-Step Closed Loop

WhatsApp group control is more than just "sending messages in bulk." A complete group control operation process should cover every step, from account management , customer retention , bulk outreach , automated follow-up , to data optimization . Below, we'll break down how SaleSmartly implements this process in 5 steps.

Step 1: Unified Management of Multiple WhatsApp Accounts

Connect all WhatsApp accounts to a single backend for centralized management of all chat messages from a single interface. Supports multi-user login and tiered access permissions, allowing team members to collaboratively handle customer inquiries and prevent missed or late responses.

✅ Achieve centralized operation of matrix accounts

Step 2: Batch import customers + tag categorization

It supports importing 15,000 customer data entries at once and automatically tags them based on factors such as source channel, country/region, product interest, and customer intent.

✅ Say goodbye to "casting a wide net" and only send the right messages to the right people.

Step 3: Send mass messages from multiple accounts

Use official template messages (compliance, security).

Supports variable content (automatically replaces name and product name).

Scheduled sending, multiple accounts sending in turn

Customize the sending frequency and interval to simulate real human behavior.

✅ Maximize batch outreach efficiency while ensuring safety.

Step 4: Automated response + continuous follow-up

After a customer responds, an AI chatbot automatically intervenes, providing 24/7 support for frequently asked questions. It also automatically identifies customer intent, tags them, and assigns high-value customers to appropriate customer service representatives for follow-up.

✅ Follow up on updates after sending the message to the group

Step 5: Data Reports + Results Analysis

It provides unified statistics on delivery rate, response rate, conversion rate, and account suspension risk for each account, helping the team to continuously optimize mass messaging content, customer segmentation, and WhatsApp operation strategies.

✅ The data is clear at a glance, helping with subsequent optimization and improvement.

Final form:

A complete closed loop for WhatsApp group control operations : " Multi-account management → Customer retention → Bulk messaging → Automated follow-up → Data optimization ".

Free trial

In short: How to choose a WhatsApp group control tool?

Your needs

Recommended solution

Enterprise-level, requiring system integration

WhatsApp Business API (Official Interface)

Individual/small team, free

WhatsApp Web + Browser Plugin

Simply send messages in batches

WhatsApp Bulk Sender

Omnichannel operations + WhatsApp group control

SaleSmartly (Omnichannel aggregation platform)

Free trial

Four golden rules for safe use of WhatsApp group control:

1. Nurture your account for 3-7 days before posting.

Improve profile picture and information

Chat for 10-15 minutes every day

Simulating real human behavior

2. Control the pace of sending group messages.

Project

Recommended value

Single group message

20-50 people

Message interval

30 seconds - 2 minutes

Daily shipment volume per order

≤200 people

3. Three things not to do

No links

Do not post political/adult/sensitive content.

Do not post unauthorized advertisements

4. Use an anti-blocking system

Independent environment (one machine, one IP address)

Behavioral simulation (simulating real human operation)

Anomaly warning (early intervention)

Compliant API (no cracked version required)

WhatsApp group control operation SOP that can be directly copied and implemented

Because they only learned how to send messages in bulk, but didn't understand that WhatsApp is essentially a relationship-based business.

Days 1-7: Account nurturing phase

The goal is to build account authority.

Operation suggestions:

Complete the data

Real-person chat

Add a few friends

No proactive marketing

Daily maintenance takes only 10-15 minutes.

Days 8-15: Light Operation Phase

The goal is to gradually establish sending behavior.

Operation suggestions:

Add friends in small batches

Small number of group messages per day

Multi-speech test

It is recommended that each order number not be sent to more than 20-30 people per day.

After Day 15: Matrix Operation Phase

The goal is to establish an automated operating system.

Start joining:

AI auto-reply

Tag operation

Multiple accounts in rotation

Automated processes

Data Analysis

At this point, the focus is no longer on the quantity of orders, but on conversion rates and customer retention.

Conclusion: The core of group control is quality, not quantity.

The real winners are those teams that can achieve multi-account collaboration , automated communication , precise targeting , and efficient conversion while ensuring security and compliance .

This requires efficient group control , namely, a stable technical infrastructure (compliant access) + refined customer segmentation operations + sophisticated automated tool systems.

SaleSmartly 's uniqueness lies in the fact that it's not just a "mass messaging tool," but an omnichannel customer communication and operations platform . It integrates multi-account management , AI-powered auto-responders , customer tagging , mass marketing , and data tracking into a single backend , avoiding the hassle of switching between multiple tools and allowing mass control to truly serve the long-term management of customer relationships.

Free trial

In this era of global competition, whoever can respond to customers faster will win the market.

Frequently Asked Questions (FAQ)

Q1: Will WhatsApp group control accounts always be banned?

No. The core issues leading to account bans are usually related to "IP association," "uncontrolled frequency," "duplicate content," and "lack of account nurturing." Using a compliant system and controlling the sending frequency can significantly reduce the risk.

Q2: Can newly registered WhatsApp accounts be directly connected to tools for mass messaging?

Not recommended. It is suggested to "nurture" the account for 3-7 days first, complete the information, interact with acquaintances, and gradually increase activity before connecting to the system for light mass messaging.

Q3: Do I need to provide my own proxy IP when using SaleSmartly ?

No. As an official Meta partner, SaleSmartly integrates through a compliant API, eliminating the need for additional proxy IP configuration.

Further Reading:

WhatsApp Bulk Messaging Software Recommendations: Top 5 Essential Tools for Effective Marketing

Introduction and usage of WhatsApp broadcast/bulk messaging function

Best WhatsApp Bulk Messaging Tools of 2026: Guide, Comparison, and Recommendations

How to leverage WhatsApp for effective private domain marketing?

Want to make WhatsApp even more convenient to use? These third-party tools can help you upgrade your experience.

### [10 Best WhatsApp Blast Software for Bulk Messaging (2026)](https://www.salesmartly.com/en/blog/docs/best-whatsapp-blast-software)

WhatsApp is now one of the most active channels for customer conversations. For many brands, it is no longer just a support inbox. It has become a place to reach leads, answer questions, and move buyers closer to purchase.

However, as more leads and customers come through WhatsApp, teams struggle to send messages at scale, keep contact lists organized, reply fast enough, avoid duplicate follow-ups, and understand which campaigns actually lead to sales.

That is where WhatsApp blast software becomes useful. The right tool helps businesses send bulk messages to the right audience, manage replies in one place, automate follow-ups, and turn WhatsApp conversations into measurable growth.

What is WhatsApp Blast Software?

WhatsApp blast software enables businesses to send WhatsApp messages to large numbers of contacts at once, usually through approved templates and the WhatsApp Business API.

These tools are commonly used for:

Marketing campaigns

Product launches

Flash sales

Event or appointment reminders

Payment reminders

Order and delivery updates

Customer reactivation

Sales follow-ups

In practice, WhatsApp blast software is more than a sending shortcut. A basic tool may help you reach more people faster, but a stronger platform should also help your team organize contacts, personalize messages, manage replies, automate follow-ups, and measure campaign results.

Why Do Businesses Need WhatsApp Blast Software

The free WhatsApp Business app is useful at the beginning. But as your audience grows, you may run into problems like these:

You may spend too much time managing contact lists manually.

You may struggle to send different messages to different customer groups.

You may find it hard to personalize campaigns beyond basic customer names.

You may miss replies when too many customers respond at the same time.

You may repeat follow-ups because different agents cannot see the full conversation history.

You may not know which messages lead to replies, clicks, or sales.

That is why businesses need WhatsApp blast software. It helps you send bulk messages to targeted audiences, manage replies in one place, automate follow-ups, and turn WhatsApp campaigns into a more measurable growth channel.

How to Choose WhatsApp Bulk Sender Software

There are plenty of tools that offer WhatsApp bulk messaging. The better ones are not just built for sending more messages, but for running safer, smarter, and more measurable campaigns.

Here are the key criteria that distinguish strong WhatsApp bulk sender software:

Meta-verified BSP or official API access: choose a platform that supports official WhatsApp Business API workflows, approved templates, and WhatsApp business messaging rules.

Easy API setup: WhatsApp Business API setup can be painful if the tool does not offer embedded signup, guided onboarding, or native integration.

User-friendly campaign management: the platform should make it easy to create messages, manage templates, schedule blasts, and monitor campaign status.

Advanced campaign features: AI agents, segmentation, automation, analytics, and integrations help improve engagement and reduce repetitive manual work.

CRM and reply management: a good tool should connect WhatsApp chats with customer profiles, tags, lead status, shared inboxes, and follow-up history.

Clear and scalable pricing: pricing should fit your current message volume and team size, while leaving room to grow without unexpected setup or feature costs.

10 Best WhatsApp Blast Software Tools and Platforms

Let’s take a look at how the selected WhatsApp blast software tools compare.

Tool

Best for

Pricing model

SaleSmartly

Cross-border ecommerce, DTC, and service teams that need WhatsApp blasts, multilingual support, and omnichannel customer conversations in one affordable workspace

Subscription plans + add-ons for seats, channels, translation, and email volume

WATI

SMBs launching WhatsApp marketing and support with minimal technical setup

Subscription plans + WhatsApp message fees + user/add-on charges

Twilio

Developer teams building custom WhatsApp, SMS, and voice workflows

Usage-based API pricing: Twilio fee + Meta fees

Respond.io

High-volume B2C teams managing WhatsApp sales, support, and marketing across agents

Subscription + users + Monthly Active Contacts + WhatsApp fees

Brevo

Email and SMS marketers adding WhatsApp to existing campaigns

Email-volume subscription + WhatsApp/SMS credit top-ups

AiSensy

Budget-conscious teams running frequent WhatsApp-first promotional campaigns

Subscription plans + WhatsApp message fees + chatbot add-ons

Gupshup

Developer-led teams building custom WhatsApp journeys from CRM or ecommerce events

Per-message platform fee + Meta pass-through fees

Bird

Growing enterprises needing secure omnichannel messaging across WhatsApp, SMS, email, and APIs

PAYG or contact bundles + usage/pass-through fees

Insider One

Enterprise teams using WhatsApp in cross-channel personalization strategies

Custom enterprise pricing, usually MAU/module based

SleekFlow

Teams scaling AI-powered omnichannel campaigns across WhatsApp, social, and SMS

Subscription + Monthly Active Contacts + WhatsApp/SMS fees

SaleSmartly

SaleSmartly is an omnichannel customer engagement platform for cross-border ecommerce, service businesses, B2B websites, and teams managing multiple customer channels. It supports WhatsApp personal accounts, WhatsApp Business accounts, and WhatsApp Business API, helping businesses send compliant WhatsApp broadcasts while managing replies, automation, and customer data in one place. In 2025, SaleSmartly was recognized as a Meta Business Partner, further strengthening its credibility for official WhatsApp API-based broadcasts.

For teams looking for WhatsApp blast software, SaleSmartly is especially useful because it connects bulk messaging with the full follow-up workflow. Teams can create template-based broadcasts, segment audiences with tags, track campaign delivery, manage failed sends, and continue customer conversations through a shared inbox across WhatsApp, Messenger, Instagram, Telegram, LINE, email, and more.

Key features:

WhatsApp API template broadcasts

Multi-channel bulk messaging

Audience segmentation by tags, channels, and customer groups

Broadcast scheduling and campaign management

Delivery tracking, failed-send tracking, and message logs

Shared inbox for WhatsApp, Messenger, Instagram, Telegram, LINE, email, and more

AI chatbot and automated replies

Real-time translation for multilingual customer conversations

Conversation assignment for multi-agent collaboration

Advantages:

Brings customer service, WhatsApp blasts, automation, data, and compliance into one platform

Helps teams run more targeted broadcasts instead of sending the same message to every contact

Reduces manual work by syncing messages across channels and automating repetitive replies

Supports cross-border teams with multilingual translation and multi-channel customer management

Limitations:

If you only need a basic tool for occasional one-way WhatsApp blasts, SaleSmartly’s omnichannel inbox, automation, and customer management features may be more than you need at the beginning.

Free trial

Wati

Wati is a WhatsApp-focused platform designed for small and mid-sized businesses that want to launch WhatsApp marketing, broadcasts, and customer support without heavy technical work. It provides a simple way to access WhatsApp Business API features, manage team replies, and automate basic customer interactions.

Wati works well for businesses that mainly use WhatsApp as their core communication channel and want a straightforward shared inbox and broadcast system.

Key features:

WhatsApp Business API access

Broadcast campaigns

Template message management

Shared team inbox

No-code chatbot builder

Agent assignment

CRM and ecommerce integrations

Advantages:

Easy for non-technical teams to get started

Strong WhatsApp-first experience

Useful for broadcasts, support replies, and simple automation

Good fit for SMBs moving from the WhatsApp Business app to API-based messaging

Limitations:

Less suitable for teams that need deeper omnichannel customer management

Personalization and automation may feel limited for complex journeys

Total cost can increase with additional users, messages, and add-ons

Twilio

Twilio is an API-first communications platform for developers and enterprises that want to build custom messaging workflows across WhatsApp, SMS, voice, and other channels. Unlike ready-made WhatsApp marketing tools, Twilio provides the infrastructure and APIs needed to create a customized messaging system.

It is best suited for technical teams that want full control over message routing, backend logic, integrations, and event-triggered communications.

Key features:

WhatsApp Business API

SMS and voice APIs

Programmable messaging

Two-way messaging

Transactional notifications

Developer SDKs and documentation

Custom workflow development

Advantages:

Highly flexible for custom WhatsApp and omnichannel messaging use cases

Strong API infrastructure for high-volume and transactional messaging

Can be integrated deeply with CRM, ecommerce, ERP, or internal systems

Good choice for teams with engineering resources and custom requirements

Limitations:

Requires developer resources to set up and maintain

Does not provide a complete out-of-the-box marketing dashboard

Teams may need to build their own inbox, campaign management, reporting, and automation layers

Respond.io

Respond.io is a multi-channel conversation platform for businesses that manage large volumes of customer messages from WhatsApp and other channels. It brings conversations from WhatsApp, Instagram, Messenger, SMS, and email into one inbox, so sales and support teams can work from the same customer context.

For WhatsApp blast campaigns, respond.io is most useful when broadcasts generate many inbound replies and teams need routing, automation, and performance tracking to avoid missed opportunities.

Key features:

WhatsApp broadcasts

Multi-channel shared inbox

Workflow automation

AI agents

Contact lifecycle tracking

CRM integrations

Reporting and analytics

Multi-agent routing

Advantages:

Strong for managing high-volume WhatsApp replies across teams

Useful automation and routing for sales and support workflows

Helps connect customer conversations with lifecycle and CRM data

Suitable for teams using multiple messaging channels, not just WhatsApp

Limitations:

May be more advanced than what very small businesses need.

Setup can take time if your workflows are complex.

Pricing may be less attractive for teams that only need light WhatsApp broadcasting.

Brevo

Brevo is an email-first marketing platform that also supports WhatsApp campaigns as part of its multichannel suite. It is a practical option for teams already using Brevo for email, SMS, contact management, and basic automation.

For these teams, WhatsApp can be added to existing campaign workflows without adopting a separate tool. Its prepaid credit model also works well for seasonal promotions, product launches, or occasional WhatsApp campaigns.

Key features:

Email, SMS, and WhatsApp campaigns

WhatsApp template messages

Campaign scheduling

Contact segmentation

Marketing automation

Basic delivery and engagement reports

Pay-as-you-go WhatsApp credits

Advantages:

Good for teams already using Brevo for email and SMS

Lets marketers add WhatsApp without a separate platform

Familiar campaign workflow for non-technical teams

Useful for seasonal or launch-based WhatsApp campaigns

Limitations:

WhatsApp is an add-on, not the core product

Less suitable for advanced shared inbox and routing workflows

Limited for deep WhatsApp sales follow-up and conversation attribution

AiSensy

AiSensy is a WhatsApp-first marketing platform popular with budget-conscious B2C businesses, especially D2C brands and local businesses in India. It helps teams run promotional blasts, event reminders, seasonal offers, and simple follow-up campaigns without heavy technical setup.

It is a good fit for businesses that mainly use WhatsApp for frequent marketing pushes and do not need advanced multi-agent routing or deep CRM attribution.

Key features:

Official WhatsApp API connection

Template message approval

Broadcast campaign scheduling

Drip campaign sequences

Visual chatbot flow builder

Tags and basic CRM fields

Delivery and read tracking

Advantages:

Easy for non-technical teams to launch WhatsApp campaigns

Good fit for promotions, reminders, and seasonal offers

Useful for budget-conscious WhatsApp-first marketers

Simple automation helps with basic follow-ups and FAQs

Limitations:

Broadcast analytics are relatively basic

Advanced chatbot features may require add-on costs

High-volume sending can become expensive with message fees

Gupshup

Gupshup is a conversational messaging and API platform for developer-led teams that want to build custom WhatsApp marketing journeys. It is often used for CRM- or ecommerce-triggered messages, such as abandoned cart reminders, loyalty offers, post-purchase surveys, and service updates.

It is better suited for teams with backend resources that want API flexibility rather than a plug-and-play WhatsApp marketing workspace.

Key features:

Official WhatsApp BSP access

WhatsApp templates and broadcasts

Webhooks for real-time triggers

API-based CRM and ecommerce integrations

Multi-channel messaging, including SMS

Campaign tools for templates and consent management

Self-serve billing for message-based cost tracking

Advantages:

Flexible for custom WhatsApp journeys triggered by CRM or ecommerce events

Good fit for developer-led teams, ISVs, and platform builders

Supports multi-channel messaging from one API layer

Useful for personalized and backend-driven messaging workflows

Limitations:

Requires more technical setup than plug-and-play tools

Does not replace a shared inbox for multi-agent conversation management

Reporting and dashboards may feel limited for campaign marketers

Support experience can vary, especially for smaller or non-enterprise accounts

Bird

Bird, formerly MessageBird, is an omnichannel messaging platform for growing and enterprise companies that need communication across WhatsApp, SMS, email, RCS, push, and social channels. It combines messaging APIs with engagement tools for list growth, segmentation, chatbots, and cross-channel automation.

It works well for businesses that want WhatsApp to be part of a broader conversational marketing and customer engagement strategy.

Key features:

WhatsApp messaging

SMS, email, RCS, and push

Messaging APIs

Flow builder

Audience segmentation

Chatbots for customer interactions

Cross-channel automation journeys

Advantages:

Strong omnichannel coverage across messaging and marketing channels

Useful for targeted campaigns and conversational engagement

Flexible for both API-based and workflow-based use cases

Good fit for larger teams managing customer interactions across channels

Limitations:

May be more complex than needed for simple WhatsApp blasts

Not as specialized in WhatsApp as WhatsApp-first platforms

Total cost can vary based on usage and pass-through fees

Insider One

Insider One is an enterprise customer engagement platform that includes WhatsApp as one channel in a larger cross-channel marketing strategy. It is designed for brands that use behavioral data, predictive segmentation, and journey orchestration to deliver personalized messages across WhatsApp, email, SMS, web, app, and push.

It works best when WhatsApp is part of a planned lifecycle journey, rather than the main inbox for sales or support conversations.

Key features:

WhatsApp marketing campaigns

Omnichannel journey builder

Behavior-based segmentation

AI-powered personalization

Opt-in and audience management

Email, SMS, web, app, and push channels

Campaign performance reporting

Advantages:

Strong for enterprise personalization and lifecycle marketing

Useful for behavior-triggered WhatsApp messages and offers

Helps connect WhatsApp with email, push, and in-app journeys

Good fit for large brands managing complex multi-touch campaigns

Limitations:

Custom enterprise pricing may not fit smaller teams

Steeper learning curve due to the depth of features

Requires more setup, strategy, and data preparation

Less suitable for shared inbox, sales, or support conversation management

SleekFlow

SleekFlow is an AI-powered omnichannel conversation platform for businesses that want to scale WhatsApp broadcasts, social messaging, SMS campaigns, and CRM-connected sales workflows. It is a strong option for teams that want automation, AI agents, and shared inbox management in one system.

Key features:

WhatsApp broadcasts

AI agents

Shared inbox

Flow Builder

CRM integrations

Contact management

Campaign analytics

Omnichannel messaging

Advantages:

Strong AI and automation positioning

Good omnichannel inbox experience

Useful for sales and marketing collaboration

Supports CRM integrations and scalable workflows

Limitations:

Monthly Active Contact pricing can increase with usage

Add-ons may raise total cost

May be more expensive than simpler WhatsApp-first tools for small teams

How the Right WhatsApp Blast Tool Drives Business Growth

A good WhatsApp blast tool does more than increase message volume. It helps businesses create a more efficient and measurable customer journey.

Here is how the right platform can drive growth.

Faster Lead Response

When leads reply to a WhatsApp campaign, timing matters. A shared inbox and routing rules help your team respond before interest fades.

Better Campaign Targeting

Segmentation helps you avoid sending the same message to everyone. You can group contacts by behavior, region, order history, language, lead status, or interest.

Higher Conversion Rates

Personalized messages, quick replies, and automated follow-ups can help move customers from interest to action.

Less Manual Work

Automation reduces repetitive tasks such as welcome messages, order updates, appointment reminders, and post-campaign follow-ups.

More Complete Customer Context

When your team can see conversation history, tags, notes, and previous interactions, they can reply with more context and avoid repeating questions.

Clearer Performance Tracking

The right software helps you understand which campaigns generate replies, clicks, leads, and sales. This makes it easier to improve future campaigns.

What to Do After a WhatsApp Blast for Better Results

Sending the blast is only the beginning. The follow-up process often determines whether the campaign succeeds.

Here are a few things to do after sending a WhatsApp blast.

Monitor Replies Quickly

Assign team members to watch incoming replies. Fast response can make a big difference, especially for limited-time offers or high-intent leads.

Segment Based on Engagement

Create follow-up segments such as:

Replied

Clicked but did not buy

Asked for price

Interested but not ready

Purchased

Opted out

This helps you send more relevant follow-up messages.

Use Automation Carefully

Automation can help you reply faster, but it should not feel robotic. Use automated flows for simple questions, reminders, and routing, while keeping human agents available for complex sales or support conversations.

Track Sales Outcomes

Do not only track delivery or read rates. Track replies, clicks, qualified leads, orders, revenue, and repeat purchases where possible.

Improve Your Next Campaign

After each campaign, review what worked:

Which audience segment performed best?

Which message got more replies?

Which offer converted better?

Which follow-up timing worked?

Which agents or workflows handled replies fastest?

This turns every WhatsApp blast into a learning loop.

FAQs about WhatsApp Bulk Marketing

What’s the best WhatsApp blast software?

The best tool depends on your campaign goals. If you only need simple broadcasts, a WhatsApp-first tool may be enough. If replies, follow-ups, and multilingual support affect conversions, choose a platform with a shared inbox, automation, segmentation, and real-time translation.

SaleSmartly is built for this workflow, making it a strong choice for cross-border teams running WhatsApp blasts and managing customer replies across multiple channels.

Is WhatsApp blasting legal?

Yes, if users have opted in and you follow WhatsApp Business rules. Use approved templates, avoid spam, respect opt-outs, and use official API-based tools.

Can I send bulk WhatsApp messages for free?

You can send small broadcast lists with the free WhatsApp Business app, but it has limits. For large campaigns, team collaboration, automation, and analytics, businesses usually need WhatsApp Business API software.

How much does WhatsApp blast software cost?

WhatsApp blast software costs usually include the platform plan, Meta message fees, and any add-ons for users, channels, automation, or onboarding. Since Meta fees vary by country and message category, it is better to compare tools based on your real campaign volume, not just the starting price.

SaleSmartly offers a free trial and flexible plans for different team stages, including Pro from $15.9/month, Max from $199/month, and custom plans for larger teams. This makes it easier for growing businesses to start with WhatsApp blasts and scale into automation, shared inbox, and omnichannel support as their needs grow.

How to blast messages on WhatsApp?

The safest way to blast messages on WhatsApp is to use the WhatsApp Business API through an official platform. Once your account is set up, you can upload contacts, create approved message templates, segment your audience, schedule the blast, and track delivery and replies. A good WhatsApp blast tool should also help your team manage customer responses after the message is sent.

How can I get better results from WhatsApp blasts?

Start with a clean contact list. For imported phone numbers, checking whether contacts are registered on WhatsApp before a campaign can help reduce wasted sends and avoid spending budget on numbers that cannot receive your message. After that, segment your audience, prepare approved templates, monitor replies quickly, and follow up based on customer behavior.

### [The Facebook Chat Plugin Is Being Removed. How to Transition to a New Customer Service Model Smoothly](https://www.salesmartly.com/en/blog/docs/facebook-chat-plugin-off-shelf)

Facebook recently announced a major update: as of May 9, 2024, the Facebook Chat Plugin will be discontinued. This means businesses will no longer be able to use the plugin to communicate with customers directly on their websites. Additionally, removing visitor mode—which allowed non-Facebook users to chat anonymously—will eliminate a key channel for attracting and assisting potential customers who prefer not to log in or do not have a Facebook account.

The importance of Facebook's chat plugin

The chat plugin has been an essential tool for customer engagement and service for many businesses. Here’s why:

For Businesses:

Enhanced Customer Service Efficiency: Businesses could respond instantly to customer inquiries, reducing wait times and improving service quality.

Higher Sales Conversions: Addressing customer concerns in real time during the buying process helped increase conversions and boost sales.

Customer Insights and Data Collection: Businesses could gather data on customer preferences and behaviors to optimize marketing strategies, ads, and product development.

For Customers:

Seamless Communication: Customers could start a chat while browsing a website without switching apps, making interactions seamless.

Quick Issue Resolution: The real-time nature of the plugin ensured prompt answers, reducing frustration.

Personalized Experience: Businesses could offer tailored recommendations and support, creating a more engaging shopping journey.

The best alternatives after Facebook's chat plugin’s removal

The cessation of the chat plugin will force businesses to find new tools to fill the communication gap, especially for those relying on it as a primary channel for customer service and sales, who may face risks of decreased customer satisfaction and conversion rates.

m.me Links

m.me links direct users to a business’s Messenger chat when clicked, remaining unaffected by the Facebook chat plugin's removal.

http://m.me/username (Replace "username" with the brand’s public Facebook page name.)

Businesses can place m.me links on their websites, email signatures, and marketing materials, making it easy for customers to start a conversation. However, note that these links may not open in certain network environments, requiring a connection switch.

SaleSmartly

SaleSmartly is an omnichannel customer communication platform that helps you integrate chat plugins into your website. After adding a chat plugin to your standalone site, it can automatically reply to visitor messages without redirecting to other pages, boosting conversation rates. Additionally, you can add lead generation components to the chat plugin, where visitors can click to be directed to corresponding channels for conversation, achieving benefits in lead generation, marketing, and query distribution.

Transitioning from a website builder (For users who don't have their website yet):

Sign up on Shoplazza, and complete the new user guide by clicking the flag at the top right.

Click on "Apps" and find the SaleSmartly: Cross-Border Customer Service Chat System plugin.

After being redirected to SaleSmartly's official website, click on "Create Plugin" and configure the style, buttons, and window settings of the plugin.

After setting up, you can preview and send a message to test its feasibility.

Messages will appear on the "Online Chat" page, and subsequent messages sent from the chat plugin will also be consolidated here.

After a successful test, we can launch it. Then, a chat plugin entry will be added to our standalone site first, helping businesses seamlessly transition to a new customer service model. This ensures that even after the Facebook chat plugin is retired, companies can maintain close contact with customers.

How to Set Up a Chat Plugin with SaleSmartly

For users who already have their own website

This method involves embedding the chat plugin's code into your own website. For a detailed tutorial, refer to: Add & Use Chat Plugin

Subsequently, a series of automated operations can be set up through SaleSmartly, such as automatic replies, contact information collection, product recommendations, and chat transfers. These automation features can significantly improve the efficiency of customer service on standalone sites, while providing a personalized experience, helping businesses maintain high-quality customer interactions.

Further Reading

For more insights on integrating chat solutions into your website, check out these helpful resources:

Add Another Integration Channel! Consult on WeChat Without Adding Friends (salesmartly.com)

The Most Comprehensive Recommendation of Cross-Border Online Chat Customer Service Systems for 2023 (salesmartly.com)

### [Improve Advertising Effectiveness: The Most Comprehensive Introduction to Facebook Advertising in 2025](https://www.salesmartly.com/en/blog/docs/facebook-advertisement-introduce)

Improve advertising effectiveness: The most comprehensive introduction to Facebook advertising in 2024

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Improve Advertising Effectiveness: The Most Comprehensive Introduction to Facebook Advertising in 2025

As of 2025, Facebook boasts over 3.065 billion active users, making it an essential platform for businesses to reach potential customers. Many companies capitalize on its wide reach by advertising on Facebook. Plus, Facebook's ad system uses complex algorithms, allowing businesses to showcase their ads to target audiences based on factors like age, interests, and location. This broad coverage and precise targeting give Facebook ads a central role in today’s market.

Types of Facebook Ads

Facebook offers a range of ad tools, enabling businesses to pick the type that best fits their marketing needs.

Image Ads: Straightforward and clear, perfect for showcasing product or service features.

Video Ads: Use dynamic visuals to introduce products or services, effectively capturing user attention.

Carousel Ads: Display a series of images or videos within a single ad unit, each linking to a different webpage.

Slideshow Ads: Similar to video ads, composed of dynamic images, sound, and text.

Collection Ads: Showcase multiple products or services within one ad, ideal for presenting a product line or related product bundles.

Story Ads: Full-screen ads that can incorporate any of the above formats or other custom options for an immersive experience.

Instant Experience Ads: Fast-loading, full-screen destinations supporting any ad format.

Playable Ads: Let users experience an app in an interactive preview before downloading.

Click to Messenger Ads: Designed to encourage interaction with businesses via Messenger, offering real-time customer service support.

How to Advertise on Facebook

1. Choose Your Advertising Goal

An ad goal helps a business decide what ad series to go for. To pick the right ad goal, ask yourself, "What do I want most from my ad?" like boosting website sales, app downloads, or brand awareness.

Categories include:

Sales

Leads

Engagement

Traffic

Awareness

App Promotion

2. Understand Your Audience

Before launching, define your ad's audience and display locations. Create an online audience based on the characteristics of users you want to target, then narrow down your audience with data like age, gender, hobbies, location, phone model, operating system, and network environment. Use ad targeting to find users who'll be interested.

Mainly divided into:

New customers with specific interests or from particular regions

Users who have previously shown interest in your business

Users with interests similar to your existing customers (potential leads)

3. Decide on Ad Placements

Choose where to place your ads based on your goals, whether on Facebook, Instagram, Messenger, Audience Network, or all of the above.

Specific placements include:

Feed

Stories and Reels

Video and reel ads

Search

Messages

Apps and Websites

4. Place Your Order

Plan with a set ad budget. Enter a daily or total budget and the desired time frame for ad display to ensure spending never exceeds your limit. After submission, you'll enter an auction process to present the highest-value ad to customers.

5. Measure Results and Learn

After your ad is live, track its performance and edit it using ad management tools. Make necessary changes based on the data. Insert Meta Pixel for better ad data tracking.

How to Optimize Facebook Ads?

1. Target Your Audience Precisely

Understanding the specific characteristics of your target customer group is crucial for the accuracy of your subsequent ad placements. Delve into customer details like country, city, age, gender, relationship status, education, workplace, interests, buying behavior, and device usage. Facebook allows precise targeting with options like Custom Audiences, Lookalike Audiences, and Detailed Targeting, ensuring only the most relevant user groups see your ads.

2. Strengthen Data Connections and Collection Methods

In this data-driven era, the success of Facebook ads is determined by data. To optimize your Facebook ads, you need a tool that links marketing data with the Meta system—Meta Pixel. As an official data tool for measuring Facebook ad effectiveness, Meta Pixel optimizes your ad distribution by targeting specific user actions, like potential new customers, previous page visitors, or users who have taken certain actions on your website.

3. Focus on Key Metrics

Once ads are running, pay attention to these data points:

Metric
Definition
Calculation Method

Click-Through Rate (CTR)
Represents how often your ad gets clicked.
CTR = Clicks ÷ Impressions

Conversion Rate
Shows how effectively the ad prompts user action.
Conversion Rate = Users completing a goal (e.g., purchase, sign up, comment) ÷ Users who clicked the ad

Cost Per Click (CPC)
Low CPC is often a goal for ad optimization.
CPC = Ad Spend ÷ Clicks

Ad Impressions
The number of times your ad is displayed.

Cost Per Action (CPA)
Low CPA means acquiring a new customer or goal action at a lower cost.
CPA = Ad Spend ÷ Number of goal completions

Ad Frequency
Average number of times an ad is seen per audience member.

Return on Ad Spend (ROAS)
The total return on investment for the ad.
ROAS = Value of orders generated by the ad ÷ Total ad spend.

4. Avoid Over-Tweaking Ads

Maintaining the right mindset is key during Facebook ad campaigns, especially when adjusting and optimizing ad strategies. Facebook's ad platform uses complex algorithms for machine learning, and too frequent adjustments might disrupt this learning process, preventing the algorithm from accurately collecting data and identifying the most effective ad performance patterns. So, advertisers are advised to give ads some run time before making necessary adjustments, allowing the platform's machine learning algorithms ample opportunity to analyze user responses.

5. Optimize Ad Creatives

Ad content creativity is one of the key ways for brands to significantly enhance ad effectiveness. A unique and attractive creative not only quickly capture user attention but also improves brand recall. In Facebook ads, make the most of various formats, such as images, videos, carousels, or instant experience ads, to showcase creative content.

How to Efficiently Handle the Traffic From Facebook Ads

After Facebook ads bring in traffic, consider how to efficiently handle it. Once potential customers show interest, smoothly guide them to conversion. In this process, SaleSmartly, as an omnichannel customer communication platform, can help businesses manage traffic from Facebook ads on a unified platform and handle interactions from other sources. This centralized backend makes customer service more efficient.

Plus, SaleSmartly helps set up automated processes. When users click into a conversation from a Facebook ad, they immediately receive preset welcome or guidance messages, enhancing user experience and boosting conversion rates.

Sign Up

Further reading

Improve Advertising Effectiveness: The Most Comprehensive Introduction to Facebook Advertising in 2025

How to Customize Your Audience List on Facebook? An Advertising Guide to Accurately Target and Reach Potential Customers

Meta Pixel: Help You Achieve Efficient Facebook Ad Tracking

Effective Strategies for Targeting the Right Customers on Facebook

Step-by-Step Guide to Creating Click-to-WhatsApp Ads6 That Convert

Facebook Messenger Link Sharing: How to Create Links and Set Up Automated Content

Increase Engagement: Start Efficient Sales Conversations Through Facebook Interactive Ads

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### [Meta Pixel: Help You Achieve Efficient Facebook Ad Tracking](https://www.salesmartly.com/en/blog/docs/meta-pixel-facebook-advertise)

Meta Pixel: Help you achieve efficient Facebook ad tracking

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Meta Pixel: Help You Achieve Efficient Facebook Ad Tracking

Author: SaleSmartly

If you're advertising on Facebook, you'll need to link up the Meta Pixel to peek at relevant data.

It's essentially a snippet of JavaScript code. Once installed on your website, it lets you see visitor activity live. It works by loading a tiny library that shows you conversion data post-action. Tracked conversion events pop up in the ad manager, where you can gauge ad performance and pinpoint your audience for high-impact catalog ads.

What Meta Pixel Does

Collects Data:

HTTP Headers: Anything and everything in the HTTP headers – the standard web protocol sent between any browser and server on the Internet. This includes IP addresses, browser details, page location, document, referrer URL, and device info.

Pixel-Specific Data: This covers the pixel ID and the Facebook cookie.

Button-Click Data: Any button clicks on your site, the labels of those buttons, and the pages visited as a result. Also captures form field names when purchasing a product or service, like "email", "address", "or quantity" – but Meta won't snag the field values unless you add them in advanced matching or optional values.

Page Metadata: The page descriptions, tags, and keywords – the same stuff search engines and other web services use to rank pages.

Monitoring Facebook Ad Performance

Meta Pixel records actions like adding to a cart or purchases, helping businesses get the nitty-gritty on website behavior and assessing ad impact.

Optimizing Ad Performance

Optimize your ad spread by targeting users based on specific actions, like potential newbies, past page visitors, or those who've taken certain actions on your site.

Tracking Multi-Device Conversion Activities

Get the scoop on how users flip between devices for interactions and pinpoint where they're more likely to convert.

Honing Your Target Audience for Better Ad Results

Craft custom audiences based on website interactions to push ads precisely, enhancing ad relevance. Go further by creating Lookalike Audiences to reach new potential peeps interested in your biz.

How to Create a Meta Pixel

Hit up the Facebook Business homepage, dive into Business Settings, and find Data Sources - Pixels.

Add a new pixel.

Jump into the Events Manager, link up your data source, and tick the right boxes (website, app, offline, CRM, messages) – each has its setup dance, just follow the official steps.

Website: Share the happenings online, like content views, cart ads, and purchases.

App: Share what's going down in-app, like installs, and hopping.

Offline: Blast events from your shop or any offline spot.

CRM: Aim lead-gen ads at those likely to convert.

Messages: Bind your public page to share precious customer data in business chats.

You can have up to 100 pixels per Meta business account. If you hit the ceiling but crave more, create a new ad account with a fresh business account for new pixels.

Installing Meta Pixel

Partner Integration

Open Partner Integration in the Events Manager for a lineup of hot platforms. Pick yours and follow the steps to merge.

Each setup might have its quirks. Some Meta buddies might want the full pixel code, others just the unique pixel ID (like Shopify, just copy-paste the pixel ID in the backend to install).

Manual Installation

Manually stick the Pixel code onto your website. Copy the whole Meta Pixel code (base code) and slap it into the < head > section of all your pages.

When folks browse your site and do stuff like peeking at pages or carting items, the installed Meta Pixel wakes up and tracks the action. Pixel takes up to 48 hours to buddy up with ad campaigns, so if data's missing at first, hang tight.

Choose to use a single Pixel for all website pages or deploy multiple Pixels. To ditch Meta Pixel, yank it from your website, not just the business manager or ad account.

Boosting Conversion Rates

After Meta Pixel snags site visitor behavior and tweaks ad delivery, ponder how to chat up these potential customers to ramp up ad conversion rates. SaleSmartly, the all-channel customer chat platform, lets you handle interactions from Live chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat, and more in one central dashboard.

Once Meta Pixel spots interested visitors, SaleSmartly ensures seamless talks with potential customers, no matter their channel of choice. Quick-fire responses, no matter where they touch base with your brand, turn more potential into loyal fans.

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How to Configure Facebook's Auto-Hide and Comment Removal Features

Last modified: 2025-03-05Powered by

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### [How to Configure Facebook's Auto-Hide and Comment Removal Features](https://www.salesmartly.com/en/blog/docs/facebook-automatic-hidden-comment-delete-comment)

As one of the largest traffic platforms for overseas marketing, Facebook is a market that many cross-border sellers are competing for, hoping to promote their products or services through this global platform. In this highly competitive market, any negative comments or inappropriate remarks on your brand page may affect your brand image and even your conversion rate.

This blog will teach you how to set up effective comment management on Facebook and protect your brand reputation. Whether it is to clear up misunderstandings, respond to questions, or simply interact with users, the right comment management strategy is crucial.

How Facebook manages comments

Hide Comments

1. Find the post on your homepage whose comments you want to hide.

2. Tap the three dots next to the comment, then tap Hide Comment.

Unhide Comments

1. Find the post where you want to unhide comments.

2. Then take any of the following actions:

Click Unhide below the comment.

Click on the three dots next to a comment, then click Unhide Comment.

After you hide a comment, you can also report it if it violates the Facebook Community Standards.

Delete a comment

1. Find the comments on the personal homepage post that have been deleted.

2. Click on the three dots to the right of the comment you want to delete.

3. Select Delete.

If you still want to block this user after deleting, you can go directly to the personal homepage or public homepage where the comment was posted to block the relevant personal homepage or public homepage.

The difference between hiding and deleting comments on Facebook

Hide the intention of the comment

Hiding comments is a subtle way to manage comments. When you hide a comment, it is only visible to the user who posted it and their friends. Other users cannot see the comment (only comments under your posts). The user whose comment is hidden will not see the comment hidden.

This option is intended to avoid direct conflict with users. If the comment does not constitute an offense, directly deleting the comment may cause some controversy or negative emotions.

Usage scenario: A user may make some subjective negative comments. This comment does not violate the community guidelines, but other users may have some bad opinions about the product after reading it. Therefore, hiding this comment is conducive to maintaining a good image of the product and reducing the occurrence of conflicts.

Intention to delete the comment

Deleting comments means directly deleting other people's comments. The comment will completely disappear from the post and no one can see it (including the person who posted the comment). Usually for comments that violate community guidelines, these comments may also cause your posts and accounts to be banned, so if you encounter these comments, you should delete them in time.

Usage scenario: If the comments contain offensive speech, spam, explicit speech, and other non-compliant content, to maintain an inclusive and respectful discussion environment, such comments need to be deleted as soon as possible to maintain the security of the post and account. If necessary, you can also report the comment and block the user.

Setting up automated comment management on Facebook

In actual work, it is very time-consuming and energy-consuming to keep an eye on Facebook comments. Moreover, Facebook users come from many countries and live in different time zones. It is impossible to keep an eye on Facebook comments 24/7. Therefore, if you want to ensure that Facebook has a clean comment area environment in real-time, you need to enable automatic comment management.

1. First, authorize your Facebook account in SaleSmartly and click on the robot icon in the left menu bar.

Find the Facebook post comments channel in automation and directly select the preset template for processing post comments.

2. Select fuzzy matching (which means that the action will be triggered as long as the message contains keywords), then enter keywords or directly import related vocabulary.

3. Choose how to handle Facebook comments. You can choose to like/hide/delete comments. If necessary, you can also automatically send private messages to customers for further operation and maintenance.

FAQ

How do you deal with accidentally deleted or hidden Facebook comments?

If you accidentally hide a comment, you can undo the action directly next to the comment. Deleted comments cannot be restored, so if they do not violate the community guidelines, consider apologizing to the user and explaining the situation.

Will users know if their comments are hidden or deleted?

After a comment is hidden, only the user who posted it and their friends can see it. Users will not be notified that their comments have been hidden. If a comment is deleted, there will be no notification unless the user checks their comments themselves.

### [The Ultimate Beginner-Friendly Facebook Chat Sales Model – A Must-Learn!](https://www.salesmartly.com/en/blog/docs/facebook-sale-chat-order-mode)

This Facebook chat mode is extremely suitable for beginners! Must learn! Extremely friendly!

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The Ultimate Beginner-Friendly Facebook Chat Sales Model – A Must-Learn!

Author: SaleSmartly

Given the current web traffic, Facebook isn't just a social hub for individuals; it's a goldmine for sellers, brimming with untapped business potential. For newcomers to e-commerce, Facebook is a prime spot to showcase products, attract customers, and make sales.

However, standing out on such a massive platform isn't easy. High traffic means high competition. The key is mastering the art of 'chat-selling.' Below is a simple chat-selling pattern to help you leverage Facebook's massive traffic to attract target customers and ultimately make sales.

Product Selection

Choose a sourcing platform

Here's the simplest method: find high-traffic goods on cross-border e-commerce platforms and sell them on Facebook. Platforms like Shopee and Lazada are good bets. Choose based on:

Platform reputation with many buyers/sellers

Rich product categories

Platforms with intense price wars (good for us buyers)

Extension: How to assess a website/platform's traffic

Use Google Trends. Enter your keywords, and select the range, time, and category to get a heat trend chart.

e.g., After preliminary research, you think these five cross-border e-commerce platforms (Shopee, Lazada, Meikeduo, Etsy, and AliExpress) fit the bill but are unsure which is hotter. Enter them into Google Trends, and Google generates a heat trend chart based on search volume.

Choose a Niche Category

Once you've chosen a platform, select a product category. Use data platforms like Tao Data and Zhi Xia to access Shopee's category data by country. To ensure competitive product selection, identify a 'blue ocean category' - a market segment with growth potential. For instance, in Malaysia, data suggests home appliances are a blue ocean market.

A blue ocean market is often identified by a key indicator: few sellers but high sales volumes, indicating significant growth potential and non-saturated competition.

So, our strategy should be to find these less competitive niches, avoiding overly fierce categories to better our chances in the market.

After selecting a category, compare different products' conversion rates and pick those with high rates and profits for promotion.

Searching on Facebook

Once you've identified high-conversion products, search for them on Facebook to gauge their traffic. This step is crucial since we're selling on Facebook. If a product has few likes or comments on Facebook, it's best to skip it.

For a product with a 26.59% conversion rate, if it also garners attention on Facebook, with many users PMing in the comments, it indicates interested customers.

Advertising

Advertising is the fastest way to get traffic. Relying solely on Facebook's free traffic can be a long process and isn't conducive to initial scaling, so ads are our best bet. Facebook ads, charged by click-through rate, can still be quite cost-effective.

Sales Patter

The usual approach is to guide Facebook traffic to WhatsApp to close deals, requiring some chat-selling skills. The simplest way is to mimic your peers, especially those with a solid foundation, as they've likely developed a mature sales pattern.

Ad Copy

A simple product introduction works, or just repurpose Shopee's product details. For more appeal, add some buzzwords and gimmicks.

Ad Materials

Search online for materials like on TikTok or YouTube. For Facebook ads, videos are best, showing the product in detail. If you can't find videos, settle for pictures.

Ad Settings

First, clarify your marketing goals. Opt for "Message Interactions" as the primary goal. In overseas regions, chat-driven transactions are more popular. Compared to "Conversions," this is more straightforward and cost-effective for funneling Facebook traffic to WhatsApp.

When setting user interests, prioritize "Engaged Shoppers" – potential customers who love online shopping.

Message Interaction + Engaged Shoppers + COD Support = Almost Guaranteed Sales.

For ad geography, don't just focus on big-city users. While they have more spending power, they also have more shopping options. Users in other regions may face fewer choices, making them untapped potential customers.

Order Management

For efficient and accurate order management, log all order details in Google Sheets/Excel. Print out orders and attach them to the corresponding packages to prep for shipping. This method suits self-shipping sellers.

If using third-party logistics, input order data into their system for fulfillment. This ensures smooth and efficient order processing, whether shipping directly or using third-party resources.

Customer Management

Beyond pre-sale activities, focus on customer service, a critical aspect for many customers and a must-do for sellers. Especially with multiple team members, replying to customer queries through a single panel is key to efficiency and consistency.

Bind all employee accounts to the SaleSmartly backend. Team members can then view and respond to customer inquiries in real time, ensuring quick and accurate replies whenever customers reach out.

With an integrated panel, team members can share information and transfer conversations. This setup also helps managers assign tasks and track problem-solving progress and quality, ensuring all customer issues are addressed.

Besides, SaleSmartly can help with these functions for Facebook chat-selling:

Support sending text, images, audio, video, etc.

Manage Facebook post replies, not just conversations

Customize customer profiles & session info

Edit common phrases for quick replies

Intuitive data analysis

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Facebook Messenger Link Sharing: How to Create Links and Set Up Automated Content

Last modified: 2025-02-21Powered by

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### [Facebook Messenger Link Sharing: How to Create Links and Set Up Automated Content](https://www.salesmartly.com/en/blog/docs/facebook-messenger-link-sharing-how-to-create-a-link-and-set-up-automated-content)

A Facebook Messenger link is a conversation link created based on a Facebook username. Users can copy this link in the settings section of their Facebook page to share. Then paste the link directly into an independent website, email, business card, or social media, so that the target audience can enter the conversation with one click. In order to meet the needs of some businesses, Facebook also allows users to customize their own Messenger links, so businesses can choose a short link that is easy to remember and recognize, further enhancing brand recognition.

Types and formats of Facebook Messenger links

m.me link

The format of the Facebook Messenger link is: http://m.me/username or brand page name (must be a public page user)

For example, the Facebook Messenger link for SaleSmartly, an omnichannel customer communication platform, is “ http://m.me/salesmartlychat .” Clicking this link will redirect users to a Messenger conversation window with the brand, allowing them to communicate on the web version even if they don’t have the Facebook Messenger app installed.

If you want to send a preset message directly, you can add the text parameter in the link.

The format is: http://m.me/username or brand page name? text=the content of the message you want to send

Of course, the prerequisite is to make sure that you and the other party have registered Facebook Messenger accounts. You don’t need the app but you must have an account to proceed.

Messenger QR Code

Users can scan this QR code to start a conversation with a specific Facebook page. Users can find a QR code generation website on the Internet and then connect the m.me link above to it.

Group Chat Link

Open the Messenger app or website on your phone or computer , go to the group chat you want to share, and find the "Share Group" or "Invite Link" option.

The system will display a group chat link. Click Copy to copy the generated link and send it to others.

Messenger Rooms Links

In Messenger, click the "Call" or "Create Room" button. After creating a room, click the "Share Link" or "Invite" option. The system will provide a link that can be sent to others through Messenger, email, or other methods. After the other party clicks the link, they can join the created Messenger Rooms video call, and companies can conduct video conferences with customers directly through Facebook.

Use cases for Facebook Messenger links

Share content with friends

Quickly start a conversation with friends using direct message links, or share life's highlights and interests with group links.

Business Use: Customer Service and Marketing

Merchants can create direct message links and embed them into websites, advertisements, and social media account homepages to facilitate customer consultation; group links are used to build brand communities and increase customer engagement.

Team communication tools

Some institutions and organizations can promote collaborative communication among team members through group links, and Messenger Rooms links support online classes and remote meetings.

Internet Conference

Through Messenger Rooms links, organizers can easily invite participants to join online events such as seminars, workshops, etc., improving the accessibility and participation rate of the events.

Setting up automation in Facebook Messenger link

Although Facebook Messenger links can be used to contact others very conveniently, their functions are relatively simple and can only be done manually, so the efficiency is relatively low. If you want to set up automation in the link, you can log in to SaleSmartly and find [Automation Process]-Messenger Channel. Click on the exclusive ref in the messenger address. Then put this ref in the link.

The format is: http://m.me/username or brand page name?ref=xxxxxxxxxx

As shown below, find the exclusive parameters in [Trigger] and set the automatic reply information. Here you can add [Hyperlink Button] and [Process Jump Button]

Hyperlink button: Click this button to automatically jump to the corresponding link

Process button: Click to trigger the corresponding process. For example, pressing the manual customer service button in the figure can automatically assign customer service. In addition, you can also perform functions such as sending messages, sending emails, adding tags, delaying waiting, and transferring external requests.

common problem

How to track Facebook Messenger link clicks and conversions?

Adding UTM parameters to your links can help you track source, medium, and campaign in analytics tools. If you use a Messenger Bot, you can also track user behavior and conversions through the Bot’s conversation flow.

How do I make sure my Facebook Messenger links work on all devices?

Make sure your links are HTTPS and properly encoded before sending. If your links are used to trigger in-app actions, make sure you have set up deep links and intent filters correctly.

### [Proven Strategies for Managing Comments on Facebook Live](https://www.salesmartly.com/en/blog/docs/facebook-live-control-comment)

Facebook Live Guide: How to Easily Control Comments

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Proven Strategies for Managing Comments on Facebook Live

Author: SaleSmartly

Facebook Live is excellent for boosting interaction, expanding influence, reporting in real-time, creating content, and seizing business opportunities. It's a channel worth exploring for businesses promoting products or individual bloggers looking to increase popularity.

But when you start live streaming, you might face these scenarios: Want to gain more popularity and better promotion through Facebook Live but not sure how to leverage the live traffic? Worried about uncivil content or competitors disrupting the comment environment during the stream? That's when it's crucial to learn how to control comments with tools.

How to Use Facebook Live

On PC: Log in to the Meta Business Suite homepage and click 'Start Live Video'.

Note: The live feature is only available for public pages and personal pages in professional mode.

On Mobile: Tap 'Share Something' at the top of your feed, then touch 'Live Video'.

You can use your computer's camera or connect to streaming software. For software use, refer to the official help center tutorials.

Then, on the right side of the page, you can share the live stream to your page to get more attention.

Settings to Enable During Live

Who Can Comment: Decide if everyone can comment or only fans.

Comment Slowdown: Users must wait 10 seconds before posting another comment.

Commenter Account Age Limit: Only users with accounts at least two weeks old can comment.

Comment Protection: Users must follow you for at least 15 minutes before they can comment. Note: This setting is only for mobile devices.

Live Delay: Set to low delay if you need to interact with viewers.

Playback Feature: Allow viewers to replay the video.

Block Comments with Links: Hide comments containing links.

Interactive Features in Facebook Live

Smart Chat Assistant

Polls

Q&A

Conversation Starters

How to Control Comments on Facebook Live

Go to the Facebook Live management tool and find the control panel.

Set up Comment Moderation

Community Managers

Banned Keywords: Up to 1000 can be set.

Users Who Can't Comment

Profanity Filter: Medium or Strong levels.

3. Use SaleSmartly for comment control

Since official keyword data is limited and inflexible, use the Meta-certified tool SaleSmartly for more control. In SaleSmartly, you can not only block messages but also extract related keywords for further action. For instance, if a user mentions "interested," the system automatically sends a pre-set message to them in private.

First, authorize your Facebook post comments channel on the SaleSmartly homepage. Find the Facebook post comments channel in automation, go to the visitor message trigger, select 'Fuzzy Match' (meaning any message containing the keyword triggers an action), and then enter keywords or import directly.

Choose how to handle Facebook comments: like, hide, or delete. If needed, you can also send automatic private messages to commenters, taking further steps in community management and maintenance.

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2024 Facebook Automated Response Optimization Guide: Strategies to Boost Customer Satisfaction

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### [2024 Facebook Automated Response Optimization Guide: Strategies to Boost Customer Satisfaction](https://www.salesmartly.com/en/blog/docs/facebook-autoreply-guide-improve-customer-satisfaction)

In this digital age, quick response has become an essential element for companies to communicate with customers. But when facing a large amount of the same information frequently, how can we improve efficiency? Currently, many social media platforms have built-in automatic reply functions, such as Facebook. This function ensures that whenever someone contacts you, you will receive an immediate reply, without having to stare at the screen 24 hours a day, and customers still feel valued and served promptly.

In this blog, I will teach you how to set up Facebook to automatically reply in a few steps, which will help optimize the customer experience.

How to set up Facebook Automated Response

1. Open Meta Business Suite and find Inbox-Automatic Rules

2. Find Instant Reply / Away Messages

3. Edit the content of instant replies according to business needs

If you set your homepage status to away, the Facebook system will not send the preset instant replies.

Setting up Facebook Autoresponders with SaleSmartly

Since Facebook's automatic reply settings can only set up relatively basic questions and answers, if you need a more intelligent and flexible setting, you need to use SaleSmartly. It is messaging software certified by Meta Business Partners, so users can directly link their Facebook account and set up automation.

Compared with Facebook's official automatic reply function, SaleSmartly is not just a simple trigger based on keywords, but thanks to its built-in AI algorithm. SaleSmartly can understand and identify the user's intentions. Even if the user's question does not mention specific keywords, as long as it involves relevant topics or meanings, SaleSmartly's system can intelligently identify them and provide corresponding automatic replies. This intelligent recognition capability greatly improves the efficiency of customer service and the satisfaction of user experience.

Facebook Autoresponder Template

Welcome Message:

1. “Welcome to join us! How can I help you? We are always ready to serve you!”

2. “Hello, thank you for your interest in our store! If you have any questions, please feel free to ask us and we will reply as soon as possible.”

3. “Welcome to our page! If you need to know more about the product or have other questions, please feel free to send us a message and we will respond to your message in time.”

1. "Welcome aboard! How can I assist you today? We're always here and ready to serve you!"

2. "Hello there, thanks for stopping by our shop! Feel free to ask any questions you might have, and we'll get back to you promptly."

3. "Welcome to our page! If you're curious about our products or have any questions, just drop us a message and we'll respond swiftly."

Departure words:

1. “Thank you for your visit! We will be away for a while but will be back soon. If you have any other questions, please leave a message and we will get back to you as soon as possible!”

2. "This is the end of our communication today, but our service is always online. We look forward to serving you again!"

3. "Our online time is over. If you have any questions, please feel free to leave us a message and we will get back to you as soon as possible!"

1. "Thanks for visiting! We're stepping away for a bit but will be back shortly. If you have any more questions, leave us a message and we'll reply as soon as we can!"

2. "That wraps up our chat for today, but our service is always online. Looking forward to serving you again!"

3. "Our online time has come to an end for now, but please feel free to leave a message if you have any questions, and we'll get back to you promptly."

Reply after receiving the user's message:

1. "Thank you very much for your message! We are processing your information and will give you a satisfactory reply as soon as possible."

2. "We have received your message, thank you for your patience. We will respond to your inquiry as soon as possible."

3. "Thank you for your information, we are checking it out as soon as possible. Please wait, we will contact you soon."

1. "Thank you for your message! We're looking into your inquiry and will get back to you with a satisfying response soon."

2. "We've received your message, thank you for your patience. We're working on your inquiry and will reply as quickly as possible."

3. "Thanks for reaching out! We're on it and will be in touch shortly. Please hang tight!"

FAQ

How to track and analyze Facebook auto-reply message performance and user engagement?

To track and analyze the performance of your Facebook autoresponder messages, you can use Facebook’s built-in analytics tools or SaleSmartly’s analytics features. These tools can provide in-depth insights into message delivery rates, open rates, click-through rates, and user interactions with your autoresponders. With this data, you can optimize your message content and trigger logic to increase user engagement and satisfaction.

How to ensure Facebook auto-replies remain accurate and culturally appropriate in a multilingual environment?

To ensure the accuracy and cultural appropriateness of auto-replies in multilingual environments, first provide dedicated localized message templates for each language. Utilize professional translation services to ensure the accuracy and naturalness of the translation. Second, understand and respect the cultural differences of each target market and avoid using language that may cause misunderstanding or offense. Finally, regularly review and test auto-reply messages to ensure that they are appropriate and effective in different cultural environments.

### [How to Authenticate Your Business in Facebook Business Manager](https://www.salesmartly.com/en/blog/docs/facebook-business-manager-enterprise-authentication)

Facebook Business Manager, or BM for short, literally means Facebook's official business management platform, a management tool for advertiser teams. BM can bind a series of Facebook accounts, such as Facebook public pages and advertising accounts. Through BM, companies can operate and manage all bound accounts in one backend, and share access rights with teams, external partners, etc.

According to Facebook's official description: "Business Manager provides a one-stop service designed to help advertisers place and track ads, manage assets such as homepages and ad accounts, and add resellers or marketing partners to help manage their business."

Some Key Features of Facebook Business Manager

1. Separate Facebook business page and personal page.

2. Permissions can be developed for users from multiple channels.

3. Can track Facebook advertising data and provide detailed reports.

Create a Facebook Business Manager account

Go to the Facebook Business Manager official registration page and fill in the relevant information as required. After filling in the email address, the official will send an email and we need to verify it in the email address.

https://business.facebook.com/overview#

How to verify your company in Facebook Business Manager

The following content is the official words of Facebook

1. Go to the Security Center of the Business Manager and click Start Verification.

Log in to the Facebook Business Manager admin center backend

https://business.facebook.com/settings

Note: You may have received notifications to start verification through other platforms such as Meta Ads Manager, Commerce Manager, and App Developer Dashboard.

2. Provide details about your business, including legal name, address, phone number, and website.

Note: Make sure the details you submit exactly match the details of your company's legal entity. Also, make sure your company's website loads properly and is HTTPS compliant.

Then Facebook will ask you to choose a region, and the specific documents required for each region will also vary.

3. Verify company details.

If Facebook doesn't find a matching record, you'll need to upload supporting documents, such as a business license or articles of incorporation, to verify the details you provided.

4. Select the method to verify the association.

If you choose Email, Phone, SMS, or WhatsApp, Facebook will send you a verification code. To choose Domain Verification, follow these steps.

Email (Your company email domain name must be consistent with your website domain name.)

cell phone

Short message

WhatsApp Message

Domain verification (You must have administrator rights to your site's web host or DNS provider.)

5. Click Finish.

Summarize

It is very simple to verify your company on Facebook Business Manager. You only need to provide your company information and then verify it. After submission, a message will appear: "Thank you for submitting your company verification information. We will review your submission and notify you when the review is completed." Generally, Facebook's official review takes about a week, and the review information will be synchronized with you in the Facebook BM background.

### [How to Set Up Facebook Messenger for Business: A Practical Guide to Driving Engagement & Sales](https://www.salesmartly.com/en/blog/docs/step-by-step-tutorial-for-setting-up-facebook-messenger-to-enhance-marketing-and-promotions)

Facebook Messenger is an instant messaging software developed by Meta specifically for Facebook. It was originally a built-in chat function of Facebook. Now Messenger has developed into an independent application with more than one billion active users, becoming one of the most popular communication tools in the world.

Facebook Messenger is not limited to personal communication but is also an important tool in the business field. Businesses can use Messenger to interact with customers in real-time, provide customer support, send update notifications, and even make direct sales. In addition, Messenger's advertising platform also provides an effective way for businesses to reach potential customers.

How do I enable Facebook Messenger?

1. Log in to your Facebook account and click here to create a public page. Fill in the public page, category, and personal signature, and then create a public page.

2. If you want your homepage to have a dedicated URL, you can click here to set it up, and then you can get an exclusive customized URL to help customers find your homepage better.

How to get customers to find you through Facebook Messenger?

1. Embed chat plugin

Use SaleSmartly to embed the Messenger chat plugin into your website, so that customers can communicate with you directly on your website. Conversation messages will be saved in the SaleSmartly system, and you can reply to them centrally. For specific settings, please refer to this tutorial.

2. Messenger link

You can establish contact directly through a link. This method is suitable for promoting your Facebook account on other platforms, such as adding it to the profile of other social media platforms, email content, or personal websites. Users can directly contact you by clicking on the link.

The link format is https://m.me/your username

Tips for using Facebook Messenger to promote your marketing

1. Customize auto-replies to increase response rates

Use Messenger's auto-reply feature to respond to users' initial inquiries instantly. For example, when users send a message to your business page, the auto-reply can immediately inform them of the pre-set answer, effectively reducing the loss of customers due to not receiving a timely response.

How to set it up: Go to the automation management backend of the Facebook Messenger public page, click [Create Automation Rules], and then select [Instant Replies] and [Frequently Asked Questions].

The difference between the two:

【Instant Reply】: Triggered when the user sends you a message

[FAQ]: This can be triggered only when users send the same/similar questions.

2. Use Click to Messenger to attract potential customers

By setting up Messenger ads - Click to Messenger, you can direct potential customers directly to the private chat page. This advertising strategy is suitable for promoting new products or special events. After users click on the ad, they can interact directly with your brand.

3. Create a Messenger bot to improve user experience

Messenger bots can help us handle routine inquiries, provide personalized recommendations, and even complete the sales process. For example, companies can use Messenger bots to display product catalogs, answer user questions, and guide users to complete purchases.

4. Keep users engaged with group messaging

Use Messenger's group messaging feature to regularly send the latest news or discount information to all subscribed users. This is suitable for notifying users of daily updates or promotions. Messenger group messaging can be done directly through SaleSmartly, selecting all customers in the account at once and sending information uniformly to activate customers daily.

5. Optimize your Messenger marketing strategy through data analysis

After sending a mass message on SaleSmartly, you can use the system’s built-in data analysis tools to track new customer data and old customer reception data, and use the data to adjust your message content and sending time to increase user engagement.

6. Use Messenger to Preview and Remind Events

Create an event page for your upcoming event and remind users of the event details and time through Messenger. This is suitable for online seminars, product launches, and other events that require user participation.

FAQ

How to manage privacy settings on Facebook Messenger?

Access and manage privacy settings in the Facebook Messenger app's settings. Settings allow users to control who can send you messages, who can see your online status and other privacy-related options.

How to create a group chat in Facebook Messenger?

Open the Facebook Messenger app and tap the Compose button in the top right corner. Type the name of the person you want to invite in the input box, select their name, and start chatting.

How to delete sent messages in Facebook Messenger?

Long press on the message you want to delete and select the "Delete" option. Please note that deleted messages will only be deleted on your device and the other party will still be able to see them.

### [Essential Guide for Cross-Border E-Commerce: Mastering Facebook Sales Conversations with Ease](https://www.salesmartly.com/en/blog/docs/facebook-chat-order)

A must-have guide for cross-border e-commerce: How to easily use Facebook to chat with customers

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Essential Guide for Cross-Border E-Commerce: Mastering Facebook Sales Conversations with Ease

Author: SaleSmartly

As one of the world's largest social media platforms, Facebook has billions of users. Such a large customer base provides huge potential for overseas marketing. Whether it is a small or medium-sized enterprise or a large multinational company, Facebook is a platform that helps to build a brand image. Enterprises can interact with users, promote products and services, and attract more overseas target audiences.

What is Facebook Chat

Facebook chat refers to the use of Facebook chat function to communicate with customers about products and services, confirm orders, and provide after-sales support, thereby promoting sales and enhancing customer experience.

Companies can answer questions from customers through chats and provide detailed product information to help them make purchasing decisions. They can also analyze customers’ needs and preferences from chats and recommend other related products or promotions based on their needs. Chats have the following benefits:

1. Boost sales

Some companies have products with a higher average order value, and the corresponding transaction cycle will also be longer. At this time, sales staff will need to communicate with customers for a long time, answer customer questions, and timely align product update information to promote sales.

2. Build a "private domain" traffic pool

To some extent, negotiating deals through social media is to return public traffic to the private domain. Because there is more autonomy in the "private domain" traffic pool, employees can make multiple sales during communication and manage the customer's sales life cycle.

3. Avoid platform bans

Some social platforms are more sensitive to certain products or advertising marketing activities. It is not convenient for companies to conduct marketing activities directly on their homepages. At this time, they can promote through chat orders to avoid the platform's rules and restrictions.

The benefits of chatting on Facebook

1. Broad user base

As one of the world's largest social media platforms, Facebook has billions of users, all of whom may be resources we can use. Moreover, the larger the platform, the more useful resources there are, and companies can better screen their target customers.

2. Social influence

Facebook is a large social platform where users can share and recommend products to their friends and family. Companies can leverage the social influence of their customers to expand their brand awareness and influence, potentially bringing in more sales and customers.

3. Big data analysis capabilities

Facebook is based on social relationships and interest groups. Facebook's success is inseparable from its emphasis on social relationships, especially when foreign users pay more attention to privacy. Facebook uses its powerful big data analysis capabilities to accurately push people who have interacted with users, and recommend target customers who may be interested to companies based on users' historical behaviors, thereby improving the accuracy of the recommendation mechanism.

4. Comprehensive commercial marketing services

Facebook provides comprehensive commercial marketing services. On the one hand, companies can create Facebook Business accounts for paid promotion, thereby attracting a large number of potential customers; on the other hand, social media operations on the Facebook platform are also an effective means of attracting customers.

Use SaleSmartly to start Facebook chat

1. Integrate Facebook account

Before using Facebook to chat, we can integrate all the Facebook accounts we have into the professional omni-channel aggregation tool SaleSmartly , which will facilitate our subsequent management of accounts and customers and achieve one-stop chat. The steps are as follows:

(1) Find [Integration] in SaleSmartly and authorize your Facebook account to the platform

(2) After logging in to your Facebook account, click Continue as (your account name), check the page you want to bind, and then click [Next]. Select the actions that SaleSmartly can perform on the page (it is recommended to select "Yes" for all) and click [Finish]. After the authorization is complete, click [OK] to jump back to the SaleSmartly system.

2. SaleSmartly ’s various order-chatting functions

(1) Dialogue function

This is the most basic function. Users can chat with Facebook customers in SaleSmartly , and the information will be synchronized to Facebook immediately. Users can click the [Messenger] and [Facebook Post Comments] channels in the conversation filter bar to quickly filter the conversation messages of the corresponding homepage. The [Messenger] channel supports sending text, pictures, audio, video  and other formats, and the [Facebook Post Comments] message supports likes, replies, deletions and hiding of comments.

(2) View the source of advertisements

In the chat interface, companies can check which ad post the user came in to start the chat. This function can help companies analyze the effect of ad posts, improve user portraits, and gain a deeper understanding of what users are interested in. In this way, when chatting about orders, they can conduct targeted chats based on the ad post, which is conducive to achieving a high order conversion rate.

(3) Real-time translation function

SaleSmartly supports real-time translation of messages in multiple languages, so you don’t have to be afraid when facing foreign customers. It provides real-time translation in multiple languages, which allows you to understand the user’s meaning more quickly when chatting and overcome language barriers.

(4) User tagging function

When you chat with users, you can label them, such as "intended users", "potential users", etc. Labeling can better help manual customers provide customized services.

(5) AI automated reply function

You can use SaleSmartly 's [Knowledge Base] section to improve common questions and answers. After the employee turns on the robot hosting, when the user's question matches the knowledge base, the robot will reply to the user's message according to the answer set in the knowledge base . This function can greatly reduce the pressure on manual customer service and save a lot of repetitive work.

3. Support large-scale team collaboration

SaleSmartly supports large-scale customer service team collaboration processes. Enterprises can manage members in [Basic Settings] - [Team Management]. After adding members, you can set reception limits, roles, and assign channel chat permissions for employees. After adding, employees with corresponding permissions can access the session and provide reception services.

In addition, the system supports the configuration of customer service functions and data permissions. Employees can manage their own conversation messages and view the corresponding contact information. At the same time, other customer service conversations can be set to be invisible to achieve customer service conversation data isolation, which ensures the privacy of customer service conversations and is conducive to personal performance statistics.

4. Data Analysis

SaleSmartly supports data analysis of the Messenger channel, which is divided into three parts: channel analysis, service overview, and big report. With this function, companies can view the fan data overview and daily growth trend of the Messenger channel in real time, and break down the number of new fans added to each public homepage, as well as the situation of customer service fans, so as to facilitate statistics on product data and employee work. These data can help companies better analyze customer needs and behaviors, improve the user experience of products or services, and better understand market trends and formulate more effective marketing strategies.

Summarize

In front of big platforms like Facebook, learning how to capture traffic is king. Through chat, you can convert the traffic of these platforms into private resources, thereby bringing greater exposure to your products and brands. SaleSmartly, as a professional omni-channel chat aggregation tool, can help overseas companies communicate with customers more conveniently, achieve real-time interaction with users, and establish closer connections and trust with customers in a low-cost way.

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### [Increase Engagement: Start Efficient Sales Conversations Through Facebook Interactive Ads](https://www.salesmartly.com/en/blog/docs/facebook-interactive-advertising)

Compared with traditional ads, Facebook interactive ads add more customer engagement elements, and the core is to encourage users to continue to open the app and perform valuable actions. This form of advertising uses the platform's strong user base and accurate data analysis capabilities to provide brands with an opportunity to interact directly with their target audience. In this article, we will explore the different types of Facebook interactive ads and how to effectively use these tools to increase user engagement.

The concept of Facebook app ads

User engagement is a key metric in mobile apps. Facebook app engagement ads allow brands to directly target users who have downloaded and installed your app. These ads are designed to encourage users to not only keep the app on their device but also to actively open and interact within the app.

Facebook app ads have two main goals: one is to encourage users to re-engage in the app, and the other is to guide them to complete specific actions, such as likes, comments, private messages, etc. In this way, not only the frequency of app use is increased, but also the depth of user participation is increased.

App advertising through traffic objectives

Traffic-targeted app ads focus on re-engaging users who already have your app installed. By leveraging Facebook’s advertising algorithm, these ads are optimized to reach the user groups most likely to re-open the app. This approach is particularly useful for brands that want to increase activity among existing users.

For example, a news app might use traffic-targeted ads to remind users to check out the latest news reports or breaking events. The ad content might include an attractive headline or urgent news summary, encouraging users to click on the ad and jump directly to the relevant content in the app. Such a strategy not only increases user engagement, but also ensures that the app remains relevant and valuable in the user's daily life.

App advertising with the engagement objective

Engagement-targeted app ads are designed to encourage users to perform specific actions within the app and increase usage of specific features. These ads precisely target users who have already installed the app and encourage them to complete actions such as purchases, order placements, or in-game achievements.

For example, in a food delivery app, engagement targeted ads can be used to entice users to open the app and place an order. Ads may showcase specific promotions or highlight the convenient ordering process to spark user interest. For gaming apps, such ads may incentivize players to try new levels or participate in special events. In this way, engagement targeted ads not only increase user activity, but also help improve app retention and revenue.

How to create app engagement ads

1. Go to Meta Ads Manager and click + Create.

2. Select one of the following advertising objectives and click Continue.

Traffic: Attract more users to open your app.

Engagement: Encourage users to take specific actions in your app.

3. Complete the Campaign Details, A/B Testing, and Enablement Campaign Budget Optimization sections as needed, then click Next.

4. Select the app as the location where the conversion occurs:

Messaging apps

Your Advertisement

call

website

application

Facebook Page

5. Go to Apps and select the app you want your ad to direct people to.
Note: If you can't find your app in the drop-down menu, it may be because the app is not set up correctly on Meta Developer. Visit Meta Developer to learn how to set up Android apps and iOS apps.

6. Complete the Budget and Scheduling, Audience, and Placements sections, then click Next.
Note: To create a mobile app engagement ad in Messenger, make sure the Advanced enablement placement is selected by default. To manually select Facebook Feed and Messenger placements, click Show more options in the Placements section, then click Edit.

7. Complete the Ad Settings, Ad Creative, Location Targeting, Languages, and Tracking sections.

8. Click Publish.

How to use the traffic from Facebook interactive ads to launch efficient sales

Precise positioning

Use Facebook's detailed user data to target groups of users most likely to be interested in your product or service.

Attract attention

Design visually appealing ads with clear messaging to ensure they stand out in users’ feeds.

Encourage interaction

Improve user engagement and enhance user memory of the brand through interactive elements (such as questionnaires, competitions, voting, etc.).

Providing Value

Make sure your ads convey a unique value proposition that gives users a reason to take action immediately.

Streamline the process

Optimize the landing page and purchase process to reduce the steps for customers to purchase.

Quick response

Use SaleSmartly to present a series of conversation scripts such as welcome messages and introductory messages to automatically respond to inquiries and feedback from potential customers.

Tracking and analysis

Use Facebook to track ad performance and adjust strategies on time to improve ROI. Based on the collected data and user feedback, continuously optimize ad content and interaction methods to achieve the best results.

### [Instant Communication: How to Quickly Integrate the WhatsApp Button on Your Facebook Homepage](https://www.salesmartly.com/en/blog/docs/integrate-whatsapp-button-with-facebook)

As the most mainstream communication platform overseas, WhatsApp is an essential channel for cross-border merchants and customers to communicate. Adding the WhatsApp button to the Facebook homepage not only allows customers to have a direct channel to contact the merchant but also enhances the customer service experience and improves the brand image. This article uses a few simple steps to integrate the WhatsApp button on the Facebook homepage, allowing customers to contact you instantly with one click.

What is the WhatsApp Button?

The WhatsApp button is a convenient feature that can be integrated into your Facebook public page, allowing customers to start a WhatsApp conversation with you with one click. You can talk directly to customers without having to frequently switch between Facebook and WhatsApp platforms. By simplifying the communication process between customers and businesses, your service team can respond to customer inquiries faster than ever before and solve problems quickly. Whether customers are using the WhatsApp app on their mobile phone or the WhatsApp web version on their computer, they can directly initiate a conversation. This seamless way of interaction not only speeds up response time but also helps to increase their trust in the business and build business relationships.

Call-to-action buttons perform a specific action when customers click or tap:

Send Message

Send WhatsApp message

Book now

Go shopping

send email

How to add a WhatsApp button on Facebook?

What you need to add the WhatsApp button

Own a Facebook Page for your business.

Have a WhatsApp Business account.

Use the latest version of the mobile app.

How to add a WhatsApp button

1. Go to the Facebook public page management page and find [Settings]

2. Find [Permissions] - [Bound Account]

3. Enter the WhatsApp phone number and enter the verification code received on WhatsApp as prompted

4. After the binding is successful, the official will ask you whether you need to add a WhatsApp button on your Facebook public page. Select [Add Button] here.

Link multiple WhatsApp accounts to your Facebook Page

In some cases, companies may face a large number of WhatsApp inquiries or have multiple employees who need to manage the same Facebook public page at the same time. In response to this need, Facebook provides a flexible feature that allows companies to link multiple WhatsApp accounts to their Facebook public pages.

Note: You can connect up to 50 WhatsApp accounts to Facebook, and only one of them can be used for the WhatsApp button.

How to effectively manage information from multiple channels?

In actual operation, whether it is processing Facebook public pages or WhatsApp messages, you need to open many web pages or even switch many accounts each time, which not only greatly reduces work efficiency, but also increases the risk of missing important information. Moreover, frequent login and exit of multiple accounts is likely to trigger the security mechanism, resulting in the adverse consequences of a temporary or permanent account ban.

To solve these problems, SaleSmartly provides a one-stop solution. As an omnichannel customer communication platform, SaleSmartly can integrate multiple channels such as Live chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat. With SaleSmartly, companies can manage messages from all channels on a single control panel, enabling efficient information processing and a smoother customer service experience. This centralized approach not only improves response speed but also ensures the integrity and security of information, allowing companies to focus on providing excellent customer service.

Further reading

1. WhatsApp Business Account Guide: Personal vs. Business Accounts (salesmartly.com)

2. This Facebook chat mode is extremely suitable for beginners! Must learn! Extremely friendly! (salesmartly.com)

3. A diagram showing the difference between WhatsApp, WhatsApp Business ID, and WhatsApp API ID (Enterprise ID) (salesmartly.com)

### [Effective Strategies for Targeting the Right Customers on Facebook](https://www.salesmartly.com/en/blog/docs/develop-facebook-target-customers)

Facebook Market Analysis

User statistics

Facebook has a global user base of over 2.9 billion, with hundreds of millions of users logging in every day, which means that companies can reach a wide range of potential target customers through Facebook.

Industry Trends

Social media marketing is constantly evolving. As an industry leader, Facebook continues to launch innovative features to adapt to market changes, such as the integration of augmented reality (AR), virtual reality (VR) and artificial intelligence (AI). Enterprises need to keep up with these trends to maintain their market competitiveness.

Target customer definition and analysis

Target customers are specific groups of people who are most likely to buy your products or services. These customer groups are identified by a series of common characteristics, including geographic location, age, gender, interests, hobbies, and spending habits.

Determine target customer characteristics

With the rich user data provided by Facebook, companies can refine the characteristics of their target customers, such as targeting users in a specific area through geo-location tools, identifying the main user groups using age and gender data, and capturing specific enthusiasts through interest targeting. Understanding users' online behavior and purchase history can also help draw a more accurate customer portrait.

Using Facebook’s analytics tools

Tools such as Facebook Insights can provide key data analysis, such as the number of "likes", active users, post interaction rate, etc. These metrics can help you measure the performance of your content and understand which types of posts can arouse the interest of your audience. This can further refine the definition of target customers and adjust marketing strategies to better meet customer needs.

Facebook’s unique audience segmentation capabilities

Facebook is not only a powerful social network, but also a highly sophisticated data machine that provides a range of tools and features that allow companies to finely segment its massive user base.

Geographical segmentation

Demographic Segmentation

Interest and behavioral segmentation

Connection Segmentation: Facebook allows advertisers to target audiences based on their connections to Pages, events, apps, or other users.

Custom Audiences: Advertisers can create custom audiences by uploading lists of customers, website visitors, or app users.

Lookalike Audiences: Once custom audiences are built, Facebook can also help advertisers create lookalike audiences that are similar to their best existing customers in demographics, interests, and behaviors.

Match Facebook ads to your target audience

Facebook’s advertising system offers a range of advanced tools and options that allow advertisers to precisely match ad content to specific target audiences. Here are the professional steps on how to achieve this goal.

1. Choose the right advertising target

Determining your ad goals is a critical first step in running Facebook ads. These goals include brand awareness, reach, traffic, engagement, app installs, video views, lead generation, conversions, and more. Each goal corresponds to different audience behaviors, so it is crucial to choose an ad goal that aligns with your marketing goals.

2. Alignment of advertising creative with target audience

Make sure your ad creative (including images, videos, and copy) matches the interests and needs of your target audience.

3. Testing and optimization strategies for advertising

Leverage Facebook’s A/B testing capabilities to test different ad variables, such as different audience segments, creatives, or ad placements. Monitor key performance indicators, such as click-through rate (CTR) and conversion rate, to evaluate the effectiveness of each ad and make subsequent optimizations.

Combine with SaleSmartly for efficient management

In the process of developing and managing Facebook target audiences, SaleSmartly provides an omnichannel customer communication platform that makes managing multiple social media accounts and advertising campaigns more efficient and professional.

Unified Customer Communication Management: SaleSmartly platform can centralize customer interactions from Facebook and other social media channels. Through a unified interface, the team can respond to customer inquiries and comments instantly and maintain efficient communication with the target audience.

Cross-platform data integration and analysis: SaleSmartly’s analysis tools can aggregate data from multiple platforms, providing a comprehensive perspective to monitor and analyze advertising performance. This allows advertisers to gain an in-depth understanding of audience behavior across multiple channels and optimize Facebook advertising strategies accordingly.

Improve team efficiency and advertising response speed: With SaleSmartly, team members can share information and collaborate on tasks, reduce communication errors, and improve work efficiency.

Further reading

Improve advertising effectiveness: The most comprehensive introduction to Facebook advertising in 2024 (salesmartly.com)

Meta Pixel: Help you achieve efficient Facebook ad tracking (salesmartly.com)

Creating a Click to WhatsApp Ad: A Complete Walkthrough (salesmartly.com)

### [Follower Tracker: A Comprehensive Tool for Monitoring Audience Growth](https://www.salesmartly.com/en/blog/docs/facebook-follower-counter)

A Follower Tracker, as the name suggests, is a tool designed to help businesses monitor and manage the growth of their social media audience. Its primary function is to provide businesses with a clear understanding of where their followers are coming from and how their audience base expands daily. This is particularly valuable for companies managing multiple accounts, as it enables them to track follower growth efficiently across all platforms.

By analyzing follower count trends on social media platforms, a Follower Tracker offers businesses critical insights into their audience sources. Additionally, it provides a structured dataset for monitoring employee performance and overall business success.

Why Use a Follower Tracker Instead of Facebook’s Built-in Analytics?

Automated Follower Growth Tracking

Unlike Facebook’s basic follower analytics, a Follower Tracker automates the process of tracking daily audience growth, eliminating the need for manual logins and data recording. Additionally, it features intelligent differentiation between new and returning followers, enabling businesses to implement tailored customer engagement strategies for different audience segments.

Efficient multi-account management

For businesses that operate multiple Facebook accounts at the same time, logging into each account one by one and manually counting fan data is not only time-consuming but also prone to errors. Fan Counter provides a unified platform that allows users to manage fan data for all accounts on a single interface. This centralized management greatly improves efficiency, simplifies the operation process, and makes it easier for us to monitor and compare different accounts.

Access to Historical Data

Facebook does not provide historical follower growth data, making it difficult to review past performance. A Follower Tracker preserves historical records, allowing businesses to retrieve follower data from any date and analyze trends over time. This is particularly valuable for evaluating past marketing campaign performance and planning future strategies.

Seamless Data Sharing

Another key advantage of a Follower Tracker is its convenient data-sharing capabilities. Facebook’s built-in analytics require screenshots for data sharing, which is neither efficient nor professional. However, with tools like SaleSmartly, businesses can generate secure shareable links, making it easier for employees to report data to management or collaborate within teams. These links are also password-protected, ensuring data security while preventing unauthorized exports.

Recommended Follower Tracking Tool & Setup Guide

As a professional Follower Tracker, SaleSmartly offers businesses a comprehensive solution for managing audience growth data. It provides a centralized platform to aggregate and monitor multiple Facebook accounts' follower statistics. Additionally, users can customize date ranges to conduct in-depth analyses of follower trends.

With SaleSmartly, businesses can easily access key follower insights from a streamlined dashboard. Whether tracking daily growth rates, total follower counts, or returning customer engagement, SaleSmartly provides real-time updates, enabling businesses to evaluate the effectiveness of their marketing campaigns at a glance.

Powder Counter Usage Tutorial

1. Open SaleSmartly and find [Integration] - [Authorize Facebook Account]

2. The webpage will automatically jump to the Facebook login page, enter your account and password to log in. After a successful login, the account can be integrated into SaleSmartly.

3. If you want to sync back your previous Facebook contacts and chat information, you can click [Synchronize History]. You can then easily identify old customers and view past conversation information when providing services.

4. After integrating all Facebook accounts, you can view fan data in [Channel Analysis].

How to use follower counter data to drive Facebook marketing

Through the fan counter data, companies can track the fan growth effect after each marketing campaign or advertising, and then identify which activities are most effective and which need improvement. For example, if the data shows that fan growth is significant after launching a specific promotion, the company can consider investing more resources in similar activities in the future. Conversely, if a campaign fails to bring the expected fan growth, the marketing team needs to re-evaluate and adjust the strategy.

Fan growth data is just the beginning. The real goal is to convert these fans into paying customers. Through the data of the fan counter, companies can not only track the growth of the number of fans but also analyze the behavior patterns of these fans, including their interaction frequency, content preferences, and response time. Combining this data with sales conversion rate, companies can determine which fan groups are more likely to buy products and which marketing messages are more likely to promote sales.

### [How to Successfully Unbind Business Assets from a Facebook Public Page?](https://www.salesmartly.com/en/blog/docs/unbind-facebook-business-assets)

Sometimes, as business grows and teams change, we need to sort out the use rights of social media accounts from time to time, especially accounts like Facebook public pages that can be linked to Instagram and WhatsApp. When different accounts are bound, conflicts between different entities may affect the approval process. In this article, we will explore when we need to unbind Facebook public pages from business assets and how to complete this process.

Reasons for unbinding business assets from Facebook public pages

No longer responsible for this account

When an employee or company decides not to manage a Facebook public page anymore, they need to unbind business assets. This usually happens when management rights change, business reorganization, or employee resignations. Keeping assets that are no longer managed may lead to unauthorized content release, data security risks, etc. Therefore, removing accounts that are no longer managed from the business management platform is an important measure to ensure account security and comply with Facebook platform policies.

Issues with binding WhatsApp API number

During the process of binding the Facebook homepage and the WhatsApp API number, if the two assets belong to different entities, you need to go to the WhatsApp API number to confirm. However, it is difficult to apply for an API number, and many businesses directly buy numbers from third parties, so it is troublesome to go to the API number to authenticate. In this case, you can choose to unbind the business assets directly on Facebook. When the Facebook public page has no owner, there will be no situation where the two owners are different, so there is no need for additional authentication.

Note: The registration and activation of WhatsApp API numbers are different from the operations within personal and business accounts. It requires companies to connect professionally through the official interface, which usually requires the assistance of third-party service providers or self-developed systems. SaleSmartly simplifies the entire process with its one-stop platform advantage. After companies obtain the API number from a third party, they can integrate it into the SaleSmartly system, so that they can seamlessly manage and send WhatsApp messages.

SaleSmartly also provides a convenient purchasing service. Businesses can now purchase WhatsApp API numbers directly through SaleSmartly's interface, eliminating the trouble of finding reliable third-party sellers. This not only improves efficiency but also ensures the security and reliability of the service. After the purchase is completed, businesses can start their WhatsApp marketing and customer service on the SaleSmartly platform.

Preliminary preparations for unbinding a Facebook public page

Confirm account permissions

Open the Facebook public page, log in to your business asset account, and then you can view the account's permissions for its business asset portfolio.

Notify team members

It is recommended to notify all relevant team members before unbinding to avoid confusion caused by the operation.

How to unbind the Facebook public page

1. Open Meta Business Suite, and find [Settings] - [Page] to view the associated Facebook account.

2. Find the three dots in the upper right corner and click "Move out of business portfolio".

3. Click the blue button "Remove Page from the business portfolio" to successfully remove the public page from the business asset portfolio.

The Facebook public page needs to be re-bound after unbinding

If there are new business needs later, you can follow the tutorial below to rebind the public page to new business assets or other accounts:

1. Open the Facebook public page and click [Invite User]

2. Fill in the email address of the user you want to add.

3. Assign permissions to the account.

4. Select the business asset account to be assigned and further select the permissions that can be accessed.

5. Confirm the account and permissions, and click Invite.

6. The invited account will then receive an email from Facebook officials, and click Start to join the asset portfolio.

Further reading

Facebook Messenger Link Sharing: How to Create Links and Set Up Automated Content (salesmartly.com)

Increase engagement: Use Facebook interactive ads to effectively sell orders (salesmartly.com)

Practical strategies for developing targeted Facebook customers (salesmartly.com)

### [How to Add New Administrators and Accept Invitations to a Facebook Page?](https://www.salesmartly.com/en/blog/docs/facebook-add-a-new-administrator)

Facebook public pages are generally used by companies to build their brand image. Companies can share corporate news and communicate with fans on Facebook public pages. Compared with personal accounts, Facebook public pages are more conducive to business promotion. Therefore, to prevent the Facebook public page account from being blocked and causing business interruption, it is generally recommended to add at least two or more administrator accounts to the public page to maintain the normal operation of the Facebook public page.

In this article, we will introduce in detail how to add new administrators to Facebook public pages and how invited administrators accept invitations, to help companies better operate Facebook public pages and efficiently convert Facebook customers.

Facebook Pages adds new admin steps

1. First, you need to get the new administrator's homepage link. Switch to the personal homepage - click on the name on the left - get the new administrator's Facebook homepage link in the browser URL

2. Switch to an account with a Facebook public page

3. Click on "Professional Account Management Interface" —— Scroll down to find "Public Page Access Permissions"

4. After entering the Facebook public page management page, click "Add" —— Click "Continue" on the pop-up page

5. Enter the invitee's Facebook personal account name, email address ,or Facebook homepage link in the first step in the search box ( choose one of the three methods, if the search fails, delete it and enter it several times)

Steps for new administrators to accept the invitation

1. Open Facebook and switch to your account

2. After entering your Facebook personal homepage, click "Notification" next to your avatar - view the invitation management information - pass "Review Invitation", and you will officially become an administrator of the Facebook public homepage and can post content on this public homepage.

How to efficiently convert Facebook customers

After establishing a Facebook public page business page, the administrator can post detailed homepage information, service and product introductions, promotional discount information, etc. in the account. He can also regularly publish interesting content related to the business to attract user interaction and make users interested in the company's products, thereby making comments, private messages, etc. At this time, if customer information can be responded to in a timely and effective manner, customer satisfaction and loyalty can be greatly improved, thereby efficiently converting customers

SaleSmartly can help companies solve this problem. Companies can use SaleSmartly to set up AI-powered automatic replies. In addition to the basic function of quickly responding to user messages, SaleSmartly can automatically identify keywords with the same meaning through AI and reply, breaking through the limitation that traditional automatic replies can only be triggered by precise keywords. SaleSmartly can not only automatically reply to Facebook post comments, and send private messages to Facebook comments, but also send different product links to customers for different posts.

1. Process Facebook comments, like, delete, reply (take like reply as an example)

First, select the Facebook post comment channel to create a trigger - select [AI Visitor Intent Recognition], which can well identify the visitor's intention for subsequent actions - select the specified post, and you can send different reply messages to users based on different posts - [Process Facebook comments] can be likes, deletions, replies, hiding - finally, you can send private messages to further promote drainage or increase fans.

2. Identify review intent for marketing conversion

SaleSmartly 's [AI Visitor Intent Recognition] function can well identify the intention of visitor comments. If it meets the direction intention you set, it will trigger subsequent marketing actions. You can reply to visitor comments while conducting private message marketing to increase the order conversion rate.

Further reading

Increase engagement: Use Facebook interactive ads to effectively sell orders (salesmartly.com)

A must-have guide for cross-border e-commerce: How to easily use Facebook chat (salesmartly.com)

This Facebook chat mode is extremely suitable for beginners! Must learn! Extremely friendly! (salesmartly.com)

Facebook Live Guide: How to Easily Control Comments (salesmartly.com)

### [How to Customize Your Audience List on Facebook? An Advertising Guide to Accurately Target and Reach Potential Customers](https://www.salesmartly.com/en/blog/docs/facebook-custom-audience)

Many overseas sellers collect a lot of information about potential customers when they are doing online marketing or offline exhibition promotion, but they often struggle with how to activate these customers regularly. Facing these precious customer resources, if you try to reach them by frequently sending emails or group messages on social media, it will often backfire. Not only will you be easily blocked or reported by customers, but you may also risk having your account blocked. In the end, not only will you not be able to achieve conversions, but you will also lose a lot of valid accounts. So we have to find a more compliant marketing method - Facebook advertising .

Facebook ads, with their strong customer base and precise targeting capabilities, have become an ideal platform for many overseas companies to activate potential customers. Through Facebook ads, sellers can not only accurately reach these potential customers but also interact with customers in more diverse ways, such as by clickingto WhatsApp, to achieve conversions. This article will explore how to create advertising strategies targeting specific groups in Facebook ads to effectively activate these potential customers and help overseas buyers achieve precise business growth.

How to Create a Custom Audience Pack on Facebook

1. Find your audience in Facebook Ads Manager.

2. Select Create Custom Audience, select your customer list, and then select Next.

3. Prepare the list and then set the customer list format. You can upload the list file or manually paste the identification information (separated by commas).

4. Matching identity information

5. Then upload the list and confirm it before creating the ad.

For more information about Facebook ads, please refer to: Improving Advertising Effectiveness: The Most Comprehensive Introduction to Facebook Advertising.

6. After creating a new ad campaign based on advertising goals and needs, directly select [Use original audience] when selecting the audience, because we have already uploaded the audience package.

7. Then select the group package you want to target in the custom audience and complete the ad creation.

Customer information preparation

1. Use CSV or TXT format

2. Contains data of at least 100 customers

3. It must contain at least one main identity identification information. The more types of identity identification information, the easier it is to improve the matching rate.

4. Make sure the data column matches the identity information type.

For details, please refer to Facebook's official document on creating a custom audience of customer lists.

Type of main identity information (at least one item is required)

Contains 7 parameters: email address, mobile phone number, mobile advertiser ID, Facebook application user ID, Facebook public page user ID, first name, and last name.

Customer value (optional)

Customer value is a value related to customer transactions, which is calculated based on the amount and frequency of transactions between the customer and you.

The Value column can only contain numeric values and cannot contain any currency characters.

Other identity information (optional)

City, State/Province, Country/Region, Postal Code, Date of Birth, Year of Birth, Gender, Age.

Collect potential customer information.

Based on the above types of Facebook's main identity information, we can collect this information purposefully or directly export our customer information in the SaleSmartly system.

Export steps

1. Customers on Facebook

(1) Enter the customer list of the SaleSmartly system and filter out users whose social media accounts are Facebook Messenger.

(2) Select the selected customers and click Export. The official ID in the yellow box is the Facebook public page user ID (page)

(3) After exporting, you can view it in the task center in the upper right corner and select Download File to export the customer information file.

2. Customers from non-Facebook channels

(1) Enter the customer list of the SaleSmartly system and filter out customers whose phone or email addresses have numerical values.

(2) Select the filtered customers and click Export.

(3) After exporting, you can view it in the task center in the upper right corner and select Download File to export the customer information file.

Organize potential customer information.

Before we officially launch the ad, we need to collect information about potential customers so that we can achieve precise targeting in subsequent ad campaigns. Specifically, we can segment potential customers based on the different stages and ways they interact with our brand.

Here are a few examples of classification for your reference:

Classify by customer source (you can filter and classify directly when exporting)

Facebook Customers

Email registered customers

Customers registered by mobile phone

Customers of other social media channels

By purchasing behavior

First-time buyer

Repeat purchase users

High-frequency purchasing users

Users who never purchased but browsed

Classification by user loyalty

Brand loyal fans

Occasional Buyer

Potentially lost customers

New Customer

Classification by user purchase volume

Bulk purchase users

Medium-volume purchasers

Small purchase users

......

How to subsequently optimize Facebook ad audience packages

Meta Pixel is an official data tracking tool designed to monitor Facebook advertising performance. Meta Pixel can collect data, monitor and improve Facebook advertising performance, and track cross-device conversion paths to better understand user interaction patterns across devices and determine on which devices they are more likely to complete conversions, helping us to more accurately define target audiences.

For detailed installation instructions, please refer to: Meta Pixel: Helping you to achieve efficient Facebook ad tracking.

When using Meta Pixel to track data, two other key indicators should not be ignored: conversion rate and transaction amount. When introducing the Facebook audience package parameters above, we also mentioned the concept of customer value. For customers attracted through Facebook ads, it is necessary to conduct an in-depth customer value analysis, which can help us optimize the future Facebook ad audience grouping more accurately.

In traditional practice, uploading customer value data often requires us to manually perform additional statistical work, calculate the value of each customer, and fill in this data in a form and upload it. However, SaleSmartly simplifies this process. Once the customer completes the transaction, we only need to enter the corresponding order information in the SaleSmartly system. Then SaleSmartly can automatically send the transaction data back to Facebook without tedious manual operations and data entry. This automated feedback not only improves work efficiency but also improves the accuracy of data management. Through this efficient customer value tracking, we can better organize the value of customers, thereby optimizing advertising more targeted, improving ROI, nd enhancing market competitiveness.

Further reading

Improve advertising effectiveness: The most comprehensive introduction to Facebook advertising in 2024

Increase engagement: Start efficient sales conversations through Facebook interactive ads

Meta Pixel: Help you achieve efficient Facebook ad tracking

Practical strategies for accurately developing Facebook target customers

Creating a Click to WhatsApp Ad: A Complete Guide

### [Meta Shopping Ads: Reach Potential Audiences on Facebook and Instagram with Precision](https://www.salesmartly.com/en/blog/docs/meta-facebook-instagram-shopping-ads)

As overseas social media have launched e-commerce functions, more and more cross-border e-commerce companies have chosen to open stores on Facebook and Instagram in addition to opening stores on independent websites and setting up Meta Shopping ad audiences to accurately deliver ads, attracting potential audiences who have viewed products but have not completed purchases, thereby effectively promoting their orders.

This article will introduce in detail what Meta Shopping ad audiences are, how to create Meta Shopping custom audiences, and the application scenarios of shopping ad audiences, helping companies to accurately reach potential audiences of Facebook and Instagram stores and increase store sales.

What is Meta Shopping's audience?

Shopping Ads Audiences is a feature of the Meta platform that helps businesses re-engage shoppers who are interested in their Facebook and Instagram stores through advertising. This feature accurately creates customized audiences based on data on users’ interactions with the business’ store page, products, specific products, and shopping cart operations, thereby improving the effectiveness of advertising and increasing sales on the business’s Facebook and Instagram stores.

Note: The Meta shopping ad audience feature is available only on the Facebook public page of the store and on the Instagram professional account.

How to create a Meta Shopping custom audience

1. Enter the shopping customization page

In Meta Ads Management, find [Audience] - [Create Custom Audience] - [Shopping] - [Next] to start setting up the shopping audience.

2. Customize your audience

(1) Platform

You can choose a Facebook page or an Instagram account.

(2) Public homepage

If a company operates multiple public pages, it can choose which public page to place the advertisement on. If there is only one public page, the advertisement will be placed on this public page by default.

(3) Activities

Select the audience's shopping behavior. The audience's shopping behavior can be divided into the following aspects:

Viewed store detail page: Audiences who viewed a business store’s product detail page on Facebook or Instagram.

Navigated from store to website: Audiences who navigated to a business’s website after viewing a product detail page through a business’s Facebook or Instagram store.

Save store products: Save the audience of the company's store products, which is equivalent to the operation of collecting products.

Viewed Store Page: Audiences who viewed a business store page on Facebook or Instagram.

Browse product collections: Audiences viewing collections of products in a business store organized by a specific theme or category, without browsing product detail pages.

Added products to the cart: Audiences who added your product to the shopping cart.

Initiated Checkout: Audiences who have initiated checkout for products in your business store on Facebook or Instagram, but have not yet completed the purchase.

Completed Purchases: Audiences who have purchased products from your Facebook or Instagram store.

(4) Audience retention rate

The number of days people retain your store after they interact with it on Facebook or Instagram.

For example, if the audience set is the ones that interacted within 180 days, if a user has not interacted with the company store again after interacting with it 181 days ago, then the user is not the customized audience for this shopping, and if an advertisement is placed, it will not be pushed to this user.

(5) Including more audiences/excluding audiences

Attract more audiences: Add a condition to the first condition set above. For example, if the above condition is "audiences who have viewed the store homepage", and the condition to attract more people is set as "audiences who have added products to the shopping cart", then the shopping custom audience pushed by the final ad will become "audiences who have viewed the store homepage and added products to the shopping cart".

Exclude audience: In the case of the first condition set above, exclude the people in the conditions set below. For example, if the above setting is "people who add products to the shopping cart", and the condition of excluding people is set to "audiences who have purchased store products", then the shopping custom audience pushed by the final ad is "audiences who added products to the shopping cart but did not purchase the products."

(6) Audience name

Give the shopping custom audience a name to facilitate faster audience selection when placing advertisements later.

(7) Description

Describing the audience above is optional.

After understanding the seven settings of shopping custom audiences, you can start defining the audience. After setting [Platform] [Page] [Activity] [Audience Retention Rate] [Audience Name] in turn, click [Create Audience] to complete the setting of shopping custom audiences.

After the shopping ads custom audience is set up, you can create an advertising plan based on the settings and push the products of the company's store to the set audience homepage, thereby achieving precision marketing.

Application scenarios of Meta Shopping advertising audience

Remarketing strategy

Remarketing is one of the most common uses of custom audiences for shopping ads. For those who have browsed your store products on Facebook or Instagram but did not complete the purchase, merchants can use ads to re-engage their attention.

For example, if you set a shopping custom audience to users who have browsed a certain series of products in your company's store, you can create an ad to push this series of products to these users and remarket to them. When users see the products again, their willingness to buy may be stimulated again.

Improve customer loyalty

In addition to attracting new users to place orders, shopping custom audiences can also help companies maintain relationships with existing customers and increase customer loyalty.

For example, a company can set a custom shopping audience as users who have purchased products in the company's store, create an advertising plan to push new products, exclusive offers, or membership discounts to these users, and encourage old users to make another purchase.

How to take over the audiences brought by shopping ads from multiple accounts?

Although ads placed on Facebook and Instagram by setting Meta Shopping ad audiences can attract customers who are interested in a company’s store, these audiences may not place an order immediately after seeing the ad. They may inquire about the product before deciding whether to buy it.

All user consultation information will be sent to the company through the Facebook public page or Instagram professional account's message receiving page. If the company operates multiple accounts and has a lot of consultation information, it can use SaleSmartly to centralize all accounts into one place, and manage user consultations brought by shopping ads of multiple accounts on one platform.

As an officially certified Business Partner of Meta, SaleSmartly not only allows companies to reply to messages from each account on a single platform, but also helps companies efficiently follow up with every potential audience through more advanced automation functions.

For example, companies can set up automated processes. When users inquire about a product through advertisements, automation can immediately release product-related information for users to understand, thereby speeding up users' ordering behavior.

Frequently asked questions

Do Facebook and Instagram Shops support online payments?

Yes, in supported regions, customers can complete their purchases directly within Facebook or Instagram without being redirected to external websites.

Will the audiences of shopping ads on multiple public pages conflict?

No. Meta allows merchants to customize the shopping ad audiences of different public pages, so as long as the public pages are distinguished when defining the audience, the audience will not conflict.

Further reading

Meta Pixel: Help you achieve efficient Facebook ad tracking (salesmartly.com)

Improve advertising effectiveness: The most comprehensive introduction to Facebook advertising in 2024 (salesmartly.com)

TikTok vs Instagram! Which advertising format is more suitable for you (salesmartly.com)

Increase engagement: Use Facebook interactive ads to effectively sell orders (salesmartly.com)

How to customize your audience list on Facebook? An advertising guide to accurately target and reach potential customers (salesmartly.com)

### [How to Create a Facebook Shop? Easily Enter the Facebook Sales Market](https://www.salesmartly.com/en/blog/docs/create-facebook-shop)

As social commerce reshapes retail, Facebook Shop empowers brands to monetize its over 2 billion active users directly platform. Whether you’re a Shopify merchant expanding your omnichannel strategy or an individual seller tapping into global markets, Facebook Shop transforms casual browsers into buyers without ever leaving the app.

This guide delves into the essentials of Facebook Shop setup, compliance requirements, and advanced tactics to dominate social selling.

What is Facebook Shop?

Facebook Shop is an online store on the Facebook platform that allows users to browse and purchase products from businesses directly on the platform. Through Facebook Shop, users can easily complete shopping without leaving the Facebook platform.

What are the requirements for creating a Facebook Shop?

1. Facebook account requirements

Merchants need a Facebook business account, a Facebook public page, and administrative rights to that page.

(Note that starting in 2023, due to Meta's regional policy changes, some markets face restrictions post. It's advisable to verify if your account is eligible before proceeding.)

2. Use the market IP address supported by Meta

Facebook Shop is not available in all regions of the world. Merchants must be located in markets supported by Facebook, such as the United States, the United Kingdom, Canada, South Korea, etc.

Note: Facebook Shop does not support merchants in mainland China to open stores. If targeting overseas markets, use a local IP to register your business accounts and pages for smoother operations and to avoid service disruptions due to IP discrepancies.

For example, if the company's target customers are in South Korea, they can use business accounts and public pages registered with Korean IPs to create Facebook Shops. In order to ensure stable operations, when operating the store in the future, the login IP should also be in South Korea. It is also recommended to configure a stable static network to maintain a stable overseas IP environment to avoid certain Facebook Shop functions being unavailable due to IP changes.

3. Compliance with Facebook guidelines

Ensure that your products adhere to Facebook's commerce policies. Facebook Shop currently only supports the sale of physical goods, virtual goods or services are excluded.

4. Measure logistics and after-sales capabilities

When selling, sellers need to measure their logistics processing capabilities and be able to complete the delivery of orders immediately. In the process of creating a Facebook Shop, sellers need to set a delivery time. Specifically, sellers need to choose how long it will take to ship the goods after the user places an order. Generally, Facebook recommends that sellers ship within three working days after receiving the order and ensure that the goods can be delivered to customers within ten working days. In addition, sellers also need to ensure smooth after-sales service, including handling returns and exchanges, in order to maintain the continued operation of the store.

After preparing the above conditions, sellers can follow the next steps to create their own Facebook Shop and start their online e-commerce journey.

How to Create a Facebook Shop?

1. Enter the Facebook Shop official website

Click the Facebook Shop creation page link to enter the creation process.

2. Explore Facebook Shop Benefits

Enter the Facebook Shop creation page, briefly browse the benefits of Facebook Shop on the page, and click [Next].

3. Connect with third-party sales channels

If you already have your own store on other independent station platforms, you can choose an independent station and link it to Meta's platform.

If you don’t have a store on other platforms and just want to sell on Facebook Shop, you can select the first option [I don’t use these platforms]. After selecting, click [Next].

4. Select the country where your Facebook store is located

Facebook Shop provides different functions for stores in different countries and regions. The country you choose here will determine the store's functions and tools. Select the appropriate country for your shop based on your target market to ensure the right features and tools are available.

5. Choose a sales channel

The account selected here is the Facebook public page account.

Note: The person who creates a Facebook Shop must be a public page administrator. Choose the Facebook public page where your shop will be hosted. Ensure you have administrative privileges.

6. Set up shipping and returns

Sales region: Facebook will automatically set the sales country or region based on the country or region selected above. For example, US stores cover all 51 states by default. Sellers can also cancel regions that do not provide delivery through the drop-down menu of [States].

Shipping type: In [Address types], select the address type that can be delivered, such as delivery to the ordering user's residential address, commercial address, public place (post office or courier station), international address, self-pickup at a pickup point, etc. Sellers should choose the corresponding address type based on their delivery capabilities.

Handling time: Set the number of days from when the user places an order to when the order is marked for shipment in [Handing time].

If the seller is not sure about the delivery time or cost for the time being, he can directly click [Next] to proceed to the next step. This part can be further modified in Facebook Shop later.

7. Preview Facebook Shop Information

After completing the above settings, you can preview the store information. If you find any errors, you can click [Change] in the upper right corner to modify it. Facebook Shop can be successfully created after ensuring that all information is correct.

How to increase Facebook Shop sales?

1. Centrally receive multiple Facebook Shop information to promote sales conversion

For sellers who open multiple Facebook Shops for batch exposure and sales, managing customer inquiries and order information for each store may be a big challenge, especially when there are a large number of stores. The increased workload makes it easy to ignore customer inquiries or miss new orders.

To improve sales conversion, sellers can integrate the Facebook public page where they created the Facebook Shop into the SaleSmartly. SaleSmartly supports the integration of multiple Facebook public pages. When a customer is interested in the products on the Facebook Shop and asks the seller for advice, the seller can receive the user's inquiry information on Facebook Messenger, and SaleSmartly will integrate the information of all accounts into the dashboard, making it easier for sellers to manage efficiently and communicate further with customers, so that customers can understand the details and maximize the customer's purchase experience on Facebook.

2. Create Facebook shopping ads to attract more users

If the seller has fewer Facebook Shop inquiries and orders, you can attract more users who are interested in placing orders by placing shopping ads. Meta has improved the function of customizing shopping ad audiences, allowing merchants to accurately push ads to users with different shopping intentions. Sellers can define the advertising audience as users who have added products to the shopping cart but have not completed the purchase, or have browsed Facebook Shop products but have not placed an order, and then create targeted ads to push products. For sellers who want to increase Facebook Shop sales, the effect of shopping ads in promoting sales will be more obvious.

After a user clicks on a shopping ad and communicates with the seller, the seller can also create the user's order information in the SaleSmartly. After the order is successfully submitted, SaleSmartly will automatically report the order amount data to the Meta advertising platform. Meta will optimize the push of shopping ads based on the returned data to improve the push effect of shopping ads.

For more information on how to set up shopping custom audiences, please refer to this article: Meta Shopping Ads: Accurately Reach Potential Audiences on Facebook and Instagram Stores

Frequently asked questions

How much does it cost to open a Facebook Shop?

It is free to open a store, and Meta officials will only charge a handling fee based on your store's sales volume and sales revenue.

Note: If you link Facebook and Shopify, Shopify will charge you the handling fee. For specific charges, please refer to Facebook's official charging standards.

Can products on Shopify be synced to Facebook Shop?

Yes, Facebook Shop supports integration with seven independent station platforms including Shopify, BigCommerce, channeladvisor, etc.

Can Facebook Shop be opened in any country or region?

Facebook Shop is only available in countries and regions supported by Meta. The location of the store is determined by the location of its associated business account. For specific countries where Facebook Shop is available, please check the countries supported by Facebook Shop.

Further reading

Increase engagement: Use Facebook interactive ads to effectively sell orders (salesmartly.com)

How to customize your audience list on Facebook? An advertising guide to accurately target and reach potential customers (salesmartly.com)

Facebook Messenger Link Sharing: How to Create Links and Set Up Automated Content (salesmartly.com)

Meta Shopping Ads: Reach Potential Audiences on Facebook and Instagram Stores (salesmartly.com)

### [How to Create a Facebook Public Page? 10 Steps to Complete the Tutorial!](https://www.salesmartly.com/en/blog/docs/create-facebook-business-page)

Facebook Business Pages serve as essential digital storefronts for modern brands, enabling companies to amplify their visibility, engage audiences, and drive conversions. While global enterprises often deploy localized Facebook public pages to resonate with regional markets, even small businesses leverage these platforms to build hyper-targeted communities.

This article will detail the steps to create a Facebook public page and share tips on growing your business through a public page to help companies increase customer conversions on Facebook.

What is a Facebook Page?

Facebook public pages are public platforms that allow businesses, brands, and organizations to connect with their audience. Companies can use it to share product updates, post company news, and run advertisements to increase brand awareness and build customer relationships.

For instance, SaleSmartly’s Facebook Page highlights the brand’s profile, official website, and product information. Regular updates keep customers informed about the latest news and promotions, fostering continuous engagement.

How to create a Facebook Page?

1. Log in to your Facebook account - Go to your homepage - Scroll down on the options on the left - Find and click [Pages].

2. Click [Create new profile or Page].

3. Edit [Page Name] [Page Category] [Public Page Introduction], and then click [Create Page] at the bottom of the page.

4. Fill in the detailed information about the public homepage, including [Company website] [Company contact number] [Company location] [Company business hours] and other information.

5. Upload the profile picture and background image for your public page.

6. Add WhatsApp contact information (you can skip this) and enter your phone number - [Get code].

7. After jumping to WhatsApp to receive a five-digit code, enter it into the code verification box on Facebook - [Confirm] - Click [Skip] below.

8. Invite friends and create a public page group chat. If your personal page has already added some friends, you can directly invite friends to join your public page group chat. If your personal page friends are not the public page audience, you can also skip this step.

9. Set up the public page dynamically. Open notifications or emails according to the prompts and click [Done]. The public page is created.

10. Click to jump to the public homepage to view the overall effect, and at the same time view and complete the public homepage information.

How to use Facebook Pages to grow your business

After creating a Facebook public page, it is more important to use the public page to achieve business growth.

1. Advertising and promotion

Facebook Ads help businesses attract potential customers. By placing ads on Facebook posts, you can attract more interested users to see your posts, thereby attracting visitors to buy your products. If your company is not familiar with Facebook advertising, you can read this article to get the basic knowledge: Improve Advertising Effectiveness: The Most Comprehensive Introduction to Facebook Advertising in 2024

In addition, to improve the accuracy of advertising push, companies can record customer order information by using SaleSmartly. When a customer completes a purchase through Facebook advertising, the order data recorded by the company will be synchronously transmitted back to Meta, allowing Meta to optimize the advertising push algorithm based on purchasing behavior, ensuring ads reach users most likely to convert.

2. Actively interact with customers

After the advertisement is placed, the posts on the Facebook public page will be displayed to more potential customers, but not all users will place an order immediately. Most users may only like or comment on the posts. These users who interact through advertising usually have a certain interest in the company's products or services, but lack the immediate motivation to purchase. Therefore, it is crucial to establish timely and positive interactions with these users to recapture their attention and interest in the company.

You can integrate the created Facebook public page into the SaleSmartly official website to automatically control Facebook comments. For example, when a customer comments on a post, you can set up automatic likes and thank the customer. At the same time, the background can automatically send private messages to introduce the company's products or services to customers, or you can further share contact information on other social platforms with customers to achieve further traffic.

3. Efficiently accept customers of Facebook public pages

Whether it is advertising on Facebook public pages or interacting with customers, the ultimate goal is to communicate effectively with customers and promote purchases. Companies can integrate the Facebook public pages they create, as well as the WhatsApp, Instagram and other accounts bound to the public pages, into the SaleSmartly. In this way, no matter which social platform customers contact the company through, the team can quickly respond and receive customers on one interface, quickly follow up with customers, eliminate their hesitation and concerns before purchasing, and encourage them to make purchases as soon as possible.

Frequently asked questions

How to switch between multiple Facebook public pages?

Click on the avatar in the upper right corner, and the personal homepage and public homepage that the Facebook account has management permissions will appear. Click on any public homepage to switch.

Further reading

Instant communication: How to quickly integrate the WhatsApp button on your Facebook homepage (salesmartly.com)

How to add new administrators and accept invitations to a Facebook Page? (salesmartly.com)

How to successfully unlink business assets from a Facebook public page? (salesmartly.com)

Aecendant Success Story: How to effectively use Facebook homepages with permanently limited advertising functions? (salesmartly.com)

### [How to Efficiently Manage Facebook Leads? Master It with SaleSmartly](https://www.salesmartly.com/en/blog/docs/manage-facebook-inquiries)

How to Efficiently Manage Facebook Leads? Master It with SaleSmartly

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How to Efficiently Manage Facebook Leads? Master It with SaleSmartly

Author: SaleSmartly

With 2.45 billion monthly active users, Facebook remains a cornerstone for global lead generation. However, businesses often struggle to manage the influx of inquiries from ads, Messenger, and comments. Delays, scattered communication, and manual tracking can derail conversions. This article explores what Facebook leads are, why they matter, and how SaleSmartly helps you manage them effortlessly.

What Are Facebook Leads and Why Do They Matter?

Facebook leads refer to inquiries initiated by users via Facebook ads, the Facebook Page, Messenger messages, and other channels.

These often indicate genuine interest in your brand or product, making them high-quality prospects with strong conversion potential. Responding quickly and effectively to these leads boosts your ad ROI, shortens the sales cycle, and drives faster conversions. Missed or delayed responses, however, can easily lead to lost opportunities.

How to Generate More Facebook Leads

Beyond understanding what Facebook leads are, it’s essential to master strategies that attract more high-quality inquiries. Here are proven methods to help your business expand its lead pipeline:

Manage Ad Comments: Promptly engage with comments on your ads to drive users into private messages.

Messenger Automation: Set up auto-replies to guide users from comments into Messenger conversations.

Lead Form Ads: Use native lead forms to capture user information for easy follow-up.

Common Pain Points in Facebook Lead Management

Despite the potential, managing Facebook leads can be overwhelming. Many businesses face these issues:

High Lead Volume, Missed Inquiries: Limited staff leads to delayed or missed replies during peak hours.

Disorganized Channels: With Facebook Page inboxes, Messenger, and ad comments, it’s hard to manage everything in one place.

Unorganized Customer Info: Without a system management tool, it’s tough to track customer history or follow up effectively.

Manual Tracking Errors: Using spreadsheets is time-consuming and error-prone, reducing conversion success.

How SaleSmartly Solves Facebook Lead Management Challenges

SaleSmartly is a professional, all-in-one communication platform that addresses the full lifecycle of Facebook lead management. Here’s how it streamlines the process:

Understanding the critical role of Facebook leads and the challenges in managing them, selecting the right tool becomes essential to streamline operations. SaleSmartly, an omnichannel chat customer communication platform, offers an end-to-end solution tailored for Facebook lead management. It empowers businesses to achieve rapid response times, intelligent lead distribution, and granular customer relationship management.

Let’s explore how SaleSmartly addresses these challenges with its core features:

1. Centralized lead management with SaleSmartly

With SaleSmartly, all Facebook Messenger inquiries are integrated into one dashboard. Messages from your Page, ads, and Messenger are handled in one place. This eliminates the need to switch platforms constantly and improves team response time. You can also manage multiple Facebook Pages across different brands or regions with ease. For setup steps, check out this article: How to integrate Facebook?

2. Auto-assign leads for faster response

SaleSmartly’s smart routing system automatically assigns leads to the right agent or team based on schedules and workload. This ensures timely, professional follow-up and maximizes customer satisfaction and conversion chances.

3. AI chatbot for 24/7 instant engagement

SaleSmartly’s built-in AI chatbot responds instantly when a customer starts a conversation. It uses preset scripts to automatically collect key information such as inquiry type, budget preferences, and more. This helps filter potential leads in the early stage while providing continuous, around-the-clock customer service.

To activate this feature, go to SaleSmartly and enable [ AI Automated Process ]. Then, install a large AI models like ChatGPT or DeepSeek from the App Store. After that, navigate to the Chatbot section and click Create Bot to name and describe your bot for internal team identification in [ Robot ] - [ AI Robots ]. You can also customize its operational status as needed.

For a step-by-step guide on setting up your AI chatbot, refer to this article: 2025 Tutorial: 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots

4. Structured customer data management

Every customer interacting via Facebook is automatically synced into SaleSmartly, capturing their basic details and full chat history. Agents can tag customers with custom labels and add notes on preferences or behaviors, streamlining segmented campaigns and targeted follow-ups. These centralized customer profiles build a scalable customer asset library, enabling businesses to maximize lifetime value through personalized retention strategies. For actionable Facebook customer service tactics, explore our guide: Effective Strategies for Targeting the Right Customers on Facebook

5. Visual analytics and performance tracking

SaleSmartly’s comprehensive analytics suite transforms raw data into actionable insights, offering real-time tracking of critical metrics like lead volume, conversion rates, and agent performance across channels. Customizable SaleSmartly dashboards in [ Analysis ]- [ Channel Analysis ] allow businesses to filter data by campaign, team, or individual, revealing patterns such as peak inquiry times or high-performing ad creatives. These insights empower companies to refine ad spend, allocate resources strategically, and identify training gaps, turning guesswork into precision.

Frequently Asked Questions

Q: Why does my Facebook ad get clicks but no quality leads?

A: Often, this results from mismatched ad content, unclear call-to-actions, or poor Messenger automation setup. Ensure your ad flows guide users directly into inquiries and set up auto-replies to prevent drop-offs.

Q: How much does slow response time affect lead conversion?

A: Significantly. Fast responses dramatically increase your chances of closing a sale, while delays lead to lost interest. Quick engagement is critical for lead conversion.

Further reading

How to Customize Your Audience List on Facebook? An Advertising Guide to Accurately Target and Reach Potential Customers

Increase Engagement: Start Efficient Sales Conversations Through Facebook Interactive Ads

The Ultimate Beginner-Friendly Facebook Chat Sales Model - A Must-Learn!

Effective Strategies for Targeting the Right Customers on Facebook

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How to Contact Facebook Support: The Complete Guide & Pro Tips

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### [How to Contact Facebook Support: The Complete Guide & Pro Tips](https://www.salesmartly.com/en/blog/docs/facebook-support-for-business)

Facebook supports its vast community of more than 3.07 billion active users with dedicated systems for problem-solving.

Hitting a roadblock with your Facebook Ads, Page, or account can feel like being put on hold indefinitely. Whether it's a rejected ad, a suddenly disabled page, or a perplexing billing error, the need for resolution is urgent. This guide provides a clear, step-by-step walkthrough of the official channels to contact Facebook (Meta) Support for business issues, followed by a crucial strategy to maintain your customer communication effortlessly while you await a resolution.

(For personal account help, please visit the Facebook Help Center.)

Why You Might Need to Contact Facebook Support

As a business, your most common and critical issues requiring direct support typically include:

Your Facebook Ads have been rejected or are not delivering.

You’ve been banned from using Message Tags.

Your Facebook Page has been disabled without a clear warning.

You face persistent technical glitches affecting your operations.
Navigating Meta’s support system can be daunting, but knowing the right entry points is half the battle.

Primary Avenues to Contact Facebook Support

Facebook offers several official channels, although their availability often depends on your account type, region, and the specific issue.

The “Report a Problem” Form (The Most Accessible Path)

For many, this is the primary gateway. Here’s how to use it:

1. Log in to your Facebook account.

2. Click your profile icon in the top right.

3. Select “Help & support” and then “Report a problem”.

4. Choose “Include”.

5. Fill out the form meticulously: provide a clear description, select the accurate category (e.g., Ads, Billing), and attach screenshots. Track responses in your Support Inbox (Page Settings > Support Inbox).

The Facebook Business Help Center (Your First Stop)

Before contacting anyone, always search the Facebook Business Help Center. It’s a vast repository of articles, troubleshooting guides, and policy FAQs. Often, you can find an immediate solution here, bypassing a potentially long wait.

Direct Email for Specific Issues

For targeted problems, you can try these dedicated addresses. Be advised: response times are inconsistent, and replies are not guaranteed.

General Advertising Issues: advertise@fb.com

Disabled/Hacked Accounts: disabled@fb.com

Content Appeals & Account Suspensions: appeals@fb.com

Intellectual Property: ip@fb.com

Data Requests: datarequests@fb.com

Live Chat Support (For Eligible Accounts)

Some business accounts, particularly those with active ad spend, may have access to live chat.

Visit the Facebook for Business Help page.

Look for a “Still Need Help?” or similar section.

Click the Chat button and follow the prompts.
Note: Availability is not universal and depends on factors like your country and advertising activity.

Messaging Official Meta Pages

Sending a direct message to official pages is another avenue, though often automated:

The Meta for Business Page for business-related queries.

The Official Facebook Page for general support.

Best Practices for an Effective Support Request

To increase your chance of a swift resolution:

Be Detailed & Evidential: Clearly state what happened, when, and the steps you’ve taken. Screenshots, screen recordings, and ad/order IDs are invaluable.

Choose the Correct Category: Misdirected requests cause delays. Take time to select the precise area and topic for your issue.

Practice Patience & Persistence: Response times vary widely. If a ticket is closed unresolved, politely submit a new, more detailed one.

How SaleSmartly Helps You Maintain Excellence While Awaiting Facebook’s Support

Contacting Facebook Support is about fixing a platform problem. But what about your customers who are messaging you right now? Days of radio silence on your Facebook Page while you wait for a resolution can severely damage trust and sales.

This is where SaleSmartly becomes your essential operational partner. As an omnichannel customer engagement platform, it acts as your communication command center, ensuring your service remains seamless and professional, even when backend platform issues arise.

Here’s how SaleSmartly complements your efforts to resolve Facebook issues:

The Challenge with Facebook Support
How SaleSmartly Provides the Solution & Continuity

Long, Unpredictable Wait Times
Unified Inbox & AI Automation: Keep all conversations (from Messenger, Instagram, WhatsApp, etc.) flowing in one dashboard. Use AI chatbots to instantly answer FAQs like “Where’s my order?” so no customer feels ignored during the wait.

Risk of Communication Blackout
Omnichannel Redundancy: If your Page faces restrictions, your team can continue serving the same customers via WhatsApp, Email, or Live Chat without missing a beat. The conversation history and context remain intact.

Lost Context & Customer Frustration
Unified Customer Profiles: Aggregate all interactions from every channel into a single customer view. Your team has full context, allowing for personalized, efficient service despite the platform disruption.

Increased Team Stress & Workload
Automated Workflows & Team Collaboration: Automate post-purchase updates or feedback requests to reduce inbound queries. Use shared inbox features to assign conversations and ensure consistent, quality responses during a high-pressure period.

Sign Up Free

The Core Message: Think of SaleSmartly as your always-on, professional front desk. It manages the daily flow of customer conversations across all channels. When you need to use the “special hotline”—the official Facebook Support channels outlined above—to fix a core platform issue, your front desk operations continue uninterrupted. This two-pronged approach ensures business resilience and customer trust are never casualties of a technical problem.

Frequently Asked Questions (FAQ)

Q1: Is there a direct phone number for Facebook Support?

A: No, Meta does not offer a public, general-purpose customer service phone number. The online channels listed in this guide are the standard and most reliable methods.

Q2: What’s the first thing I should do if my ad account is disabled?

A: Check the email associated with your account and your Support Inbox for an official notification from Meta, which usually includes the reason and specific appeal instructions. Use that dedicated appeal path or the “Report a Problem” form.

Q3: Can SaleSmartly directly fix my Facebook account or ad policy issue?

A: No. SaleSmartly is a Business Service Provider (BSP) and cannot access, influence, or resolve Meta’s internal account, advertising, or policy decisions. Its role is to empower you to manage customer communications through these platforms more effectively. For all platform-level issues, you must contact Meta Support directly using the methods in this guide.

Further reading

How to create a Facebook Shop? Easily enter the Facebook sales market

How to customize your audience list on Facebook?

How to successfully unbind business assets from a Facebook public page?

[E-book] Omnichannel Communication: Solving Customer Retention and Growth Challenges

### [Mastering Facebook Marketing Messages: A Complete Guide for Businesses in 2026](https://www.salesmartly.com/en/blog/docs/mastering-facebook-marketing-messages-2026)

Introduction

Meta has officially transformed how businesses communicate with customers on Messenger. As of January 2026, the free Recurring Notifications feature has been replaced by Facebook Marketing Messages—a paid, permission-based messaging solution that requires businesses to rethink their Messenger marketing strategy.

This shift from "free broadcasting" to "paid precision targeting" marks one of the most significant changes in Facebook marketing in recent years. While it introduces new costs, it also presents a unique opportunity: brands that embrace customer segmentation and marketing automation can achieve higher engagement and ROI than ever before.

In this comprehensive guide, we'll explore:

What Facebook Marketing Messages are and how they differ from the old Recurring Notifications

Why precision targeting is now essential for cost control

How SaleSmartly—a leading omnichannel customer service platform—helps businesses thrive under the new rules

Practical strategies to build high-quality subscriber lists, automate engagement, and track performance

Whether you run an eCommerce store, a SaaS company, or a customer support agency, this guide will show you how to turn Meta's paid messaging model into a competitive advantage.

What Are Facebook Marketing Messages?

Facebook Marketing Messages are paid, proactive messages that businesses can send to customers outside the standard 24‑hour messaging window. Unlike regular Messenger conversations, which are free, Marketing Messages require the recipient's explicit opt-in and are billed through your Meta ad account.

Core Characteristics

Permission-based: Customers must opt in to receive marketing messages.

Multiple opt‑in channels: Subscriptions can be obtained via:

In‑chat opt‑in requests

Organic automation (e.g., high‑intent comments)

CRM list matching (upload phone numbers/emails for Meta to match to Facebook accounts)

m.me links, QR codes, and website chat plugins

Campaign objectives: Marketing Messages are created in Ads Manager and support Traffic, Leads, and Sales goals.

Marketing Messages vs. Recurring Notifications: Key Differences

Feature

Recurring Notifications (Old)

Marketing Messages (New)

Pricing

Free

Paid (billed through Meta ad account)

Subscription sources

Limited (in‑chat only)

Expanded (CRM list matching, organic automation, etc.)

Frequency limit

Strict (e.g., once per week)

More flexible (max 1 message per 12 hours)

Timeline

Sunset on Jan 7, 2026

Fully launched Feb 2026

Why This Change Matters

Eliminates spammy mass broadcasting: Brands must now focus on engaged audiences.

Encourages list quality over quantity: High‑quality subscribers drive better results.

Rewards personalization: Messages tailored to user interests see higher open and conversion rates.

Precision Segmentation: The Key to Profitable Messaging

Broadcast Isn't Dead—But "Blind Broadcast" Must Die

Meta's new rules don't mean broadcast messaging itself is obsolete. On the contrary, bulk messaging remains a core tool for Messenger marketing. Platforms like SaleSmartly provide robust broadcast capabilities precisely because businesses need to reach their audiences at scale.

What must die is "blind broadcast" —sending the same message to everyone without filtering, regardless of user interests or engagement status.

Why blind broadcast fails in the paid era:

Problem

Consequence

Budget waste

Messaging uninterested users burns money with no return

Brand damage

Irrelevant messages are seen as spam, leading to blocks or reports

Lack of personalization

Today's consumers expect "a brand that understands me"

The Right Approach: From "Broadcast" to "Smart Broadcast"

SaleSmartly's bulk messaging feature isn't about simple "select all → send." It's a complete smart broadcast toolkit:

Precise filtering: Target users by tags, last interaction time, and custom attributes

Segmented strategies: Create different messages for different user groups

Automation integration: Continuously enrich user tags through chatbots, making each broadcast more accurate

Performance tracking: Analyze open rates and conversions per segment to optimize continuously

Example comparison:

❌ Blind broadcast: Send a generic promo to 10,000 contacts → Get 10 orders, pay for 10,000 messages

✅ Smart broadcast: Filter 1,000 "high-intent + active in 30 days" users with personalized offers → Get 10 orders, pay for 1,000 messages

Same orders, 1/10th the cost—that's the value of precision segmentation, and exactly what SaleSmartly's broadcast feature is designed for.

What Is Precision Segmentation?

Precision segmentation means filtering your audience based on behavior, interests, and engagement history. Instead of broadcasting to 10,000 people to get 10 orders, you target 1,000 highly relevant subscribers—achieving the same or better results while saving 90% on messaging costs.

How SaleSmartly Helps You Master Facebook Marketing Messages

SaleSmartly is an omnichannel customer service platform designed for cross-border businesses. It integrates all your messaging channels—Facebook Messenger, WhatsApp, Instagram, Telegram, LINE, and more—into one unified inbox, while providing powerful automation, customer data management, and bulk messaging tools.

Here's how SaleSmartly empowers you to succeed with Facebook Marketing Messages.

1. Seamless Facebook Integration

Connect multiple Facebook Pages to a single dashboard.

Synchronize all contacts and conversation histories automatically.

Manage Messenger, comments, and private replies from one place—perfect for teams handling social media customer service.

2. Powerful Audience Filtering for Bulk Messaging

In SaleSmartly's Bulk Messaging module, you can precisely target your Messenger subscribers using:

Customer tags (e.g., interest tags, behavior tags)

Last interaction time (e.g., users active in the last 30 days)

Custom fields (manually maintained attributes like VIP level or region)

Example: Send a product launch announcement only to subscribers tagged with "Interest: Running Shoes" who have interacted in the past two weeks. This ensures every paid message counts.

3. Automated Chatbot Tagging

SaleSmartly's AI chatbot and workflow automation allow you to tag users automatically based on their actions:

When a user clicks a button in a conversation, the system adds an interest tag (e.g., "Loves outdoor gear").

When a user views your website, the system adds a behavior tag ("Potential Guest").

These tags then feed into your customer segmentation for future campaigns.

4. Unified Customer Information Management

All customer interactions, notes, tags, and order history are stored in a single profile. You can import/export data to build a unified customer profile and integrate with your existing CRM. This is the foundation of effective automated customer segmentation.

5. Bulk Messaging with Full Control

Create bulk messaging campaigns (broadcasts) directly from SaleSmartly.

Choose Messenger as the channel, select your target audience using filters, and compose rich messages (text, images, videos, attachments, or even entire automation flows).

Schedule messages for optimal delivery times.

Track delivery and engagement metrics.

6. AI-Powered Subscriber Growth

Growing your opt-in list is critical. SaleSmartly provides several automated customer service tools to acquire new subscribers:

High-intent comment capture: When a user comments "Price" or "How to buy" on your Facebook post, automatically send a private message inviting them to subscribe.

Click-to-Messenger ad triggers: Set up automation flows that launch when a user clicks your Facebook ad, instantly engaging them and prompting them to opt in.

Website chat plugin: Embed SaleSmartly's live chat on your site, and guide visitors to Messenger for ongoing communication.

Messenger links/QR codes: Place your m.me link or QR code on your website, email signatures, or print materials—anyone who clicks and messages you becomes a contact.

7. Comprehensive Analytics

Channel analytics: Monitor conversation volume, response time, and customer satisfaction across all channels.

Campaign performance: Track open rates, click-through rates, and conversions (you can manually correlate with order data or integrate with your eCommerce platform).

Data export: Export up to 10,000 records per broadcast for deeper analysis in Excel or BI tools.

Practical Strategies to Win with Marketing Messages

Strategy 1: Build a High-Quality Subscriber List

Offer a compelling incentive (discount, exclusive content) for opting in.

Place opt-in prompts at high-intent moments, such as after a purchase or when a user browses a product.

Utilize multiple touchpoints, including website chat, posting comments, ad clicks, and offline QR codes.

Strategy 2: Implement a Scientific Tagging System

Interest tags: Record what users like (product categories, content preferences).

Behavior tags: Track what users do (cart abandonment, purchase frequency, support inquiries).

Utilize automation to apply tags in real-time—this enables automated customer segmentation for future campaigns.

Strategy 3: Create Segmented Campaigns

Segment

Message Example

High-intent cart abandoners

"Your cart is waiting! Complete your purchase now and get 10% off (valid 24h)."

Recent category browsers

"Loved what you saw? Check out these similar styles."

VIP customers

"Early access: Our new collection drops tomorrow—shop before everyone else."

Dormant subscribers

"We miss you! Here's a special offer to welcome you back."

Strategy 4: Continuously Test and Optimize

A/B test message content, send times, and offers.

Monitor unsubscribe rates as a health metric.

Track conversion rates per segment and reallocate budget accordingly.

Use SaleSmartly's reporting dashboard to measure what works.

Customer Success: How Aecendant Overcame Ad Restrictions with SaleSmartly

Background: Aecendant is a cross-border business management agency that operates multiple Facebook Pages for its clients. Several of these pages had permanent advertising restrictions, yet each had accumulated up to 100,000 followers—too valuable to abandon.

Challenge: Without the ability to run ads, Aecendant needed a way to re-engage these audiences and drive traffic to stable, unrestricted channels.

Solution with SaleSmartly:

Integrated all restricted Facebook Pages into SaleSmartly and synchronized historical contacts.

Used bulk messaging filters to target highly engaged followers with Marketing Messages, guiding them to the agency's own Messenger channels and websites.

Deployed AI chatbots to automatically qualify leads and handle initial inquiries, reducing manual workload.

Result:

"SaleSmartly helped our company handle a massive volume of business, significantly reducing our response time. It's no exaggeration to say it solved 40% of our consultation workload!"
— Aiden, Operations Manager at Aecendant

Quick Start Guide: Launch Your First Marketing Messages Campaign with SaleSmartly

Step 1: Integrate Your Facebook Pages

In SaleSmartly, go to Integration → Messenger & Comment.

Authorize your Facebook account and select the pages you want to connect.

Ensure that all permissions are granted (recommended by selecting "Yes" for all).

Step 2: Synchronize Contacts

After integration, click Sync Contacts to import all existing Messenger contacts into SaleSmartly's customer list.

Step 3: Set Up Automation Flows

Navigate to Robot → Automation Process.

Create a new flow and select Messenger as the channel.

Define triggers (e.g., "New visitor," "Click ads," "Visitor message").

Configure actions (send message, add tag, assign to agent).

Step 4: Build Your Segmentation Strategy

Go to Client → Tag Management.

Create hierarchical tags (e.g., Interest → Sports → Running).

Set up auto-tagging rules within your automation flows.

Step 5: Launch a Targeted Broadcast

Go to Marketing → Mass Message.

Select Messenger channel.

Apply filters to choose your target audience (tags, last interaction time, etc.).

Compose your message (text, images, attachments, or an automation flow).

Schedule and send.

Monitor results in Insight.

Frequently Asked Questions (FAQ)

Q1: What's the difference between regular Messenger messages and Marketing Messages?

Regular messages are free and occur within 24 hours of a user initiating contact. Marketing Messages are paid, proactive messages sent outside that window to users who have explicitly opted in.

Q2: Can I still use the old Recurring Notifications?

No. Recurring Notifications were deprecated on January 7, 2026. You must migrate to the Marketing Messages framework to continue sending proactive messages.

Q3: How can I control costs under the new paid model?

Use SaleSmartly's audience filters to send messages only to high-intent, recently active subscribers. Avoid broadcasting to everyone, and focus on quality over quantity. This is what we call a smart broadcast rather than a blind broadcast.

Conclusion: Turn Cost Pressure into Competitive Advantage

Meta's transition to paid Marketing Messages raises the bar for Messenger marketing—but it also rewards those who adapt. By focusing on high-quality subscriber lists, strategic segmentation, and continuous optimization, businesses can achieve better results with lower waste.

SaleSmartly equips you with everything you need:

Seamless integration with Facebook and other channels

Powerful bulk messaging and customer segmentation tools

AI-driven automation to grow and engage your audience

Comprehensive analytics to measure and improve ROI

The brands that own their first-party data and master precision targeting will emerge as winners in this new era.

Ready to master Facebook Marketing Messages?
Start your free trial of SaleSmartly today and discover how our omnichannel customer service platform can transform your Messenger marketing strategy.

👉 Get Started with SaleSmartly

Further Reading

Improve advertising effectiveness: The most comprehensive introduction to Facebook advertising in 2024

The Ultimate Step-by-Step Guide to Click-to-Instagram Direct Ads (2026 Edition)

How to authenticate your business in Facebook Business Manager

Reach us at

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### [Facebook Algorithm Guide 2026: How to Boost Organic Reach with Smarter Customer Engagement](https://www.salesmartly.com/en/blog/docs/facebook-algorithm-2026-organic-reach-guide)

In 2026, the global social media landscape has entered a phase of Attention Recession, where brands must compete harder than ever for a fragment of user interest. Facebook has completed its most significant transformation since its inception, moving away from the traditional Social Graph (content from friends) to a hyper-intelligent "Discovery Engine" (content predicted by AI).

For social media managers and SME owners, the stakes are high: organic reach for business pages has stabilized at a "terminal baseline" of approximately 1.37% to 2.6%. This report provides an expert-level blueprint for navigating this new era, leveraging Meta's "Andromeda" AI and SaleSmartly's automation ecosystem to turn engagement into measurable growth.

The Andromeda Infrastructure: Decoding the 2026 Discovery Logic

The core of Facebook's 2026 distribution is Andromeda, a GPU-accelerated neural network retrieval engine. Unlike previous versions of the algorithm that relied on static user profiles, Andromeda processes millions of potential content pieces in milliseconds to build a "shortlist" for every user refresh.

The Four-Step Scoring Process

Every piece of content you post goes through a rigorous four-stage evaluation:

Inventory Analysis: The system gathers all available posts from followed accounts and "unconnected" recommendations.

Signal Aggregation: The AI evaluates hundreds of thousands of data points, including visual composition, audio tone, and even the "cultural cues" within the creative.

Predictive Modeling: Based on user signals (recent clicks, hover time, session activity), the AI predicts the likelihood of high-value actions: Will they watch to the end? Will they share it privately?.

Relevance Scoring: Each post receives a score. The highest scores are fast-tracked to the top of the feed.

Creative as Targeting

In the Andromeda era, manual audience building is no longer the primary lever for reach. Instead, the "creative" is the targeting. The AI reads your video hooks and image metadata to find micro-audiences. Consequently, Meta now recommends a diversity of 8–15 distinct creative concepts per campaign rather than slight iterations of the same ad.

The Three Pillars of 2026 Ranking Signals

To break through the reach floor, content must trigger specific "High-Value Interaction" signals that Andromeda prioritizes.

Signal 1: Private Velocity (The Share-to-DM Factor)

The most heavily weighted signal in 2026 is no longer public likes, but Private Sharing via Messenger or WhatsApp. When a user forwards your Reel to a friend, the algorithm views it as "essential" content. This triggers a "Private Velocity" boost, causing the AI to recommend the post to a wider audience of strangers.

Signal 2: The 50% Retention Benchmark for Reels

Meta has unified all video formats under the "Reels" category. The 2026 algorithm ignores raw view counts and focuses on Completion Rate. A 15-second Reel that most users finish will perform significantly better than a 1-minute video that users swipe past. The "First 3 Seconds" rule remains the entry fee. If you don't hook the user immediately, your content is dropped from the retrieval shortlist.

Signal 3: Conversational Depth and the "5-Word Rule"

Andromeda rewards "Meaningful Social Interaction" (MSI). Low-effort engagement, such as single emojis or generic "Great post!" comments, is now deprioritized or even filtered out. To count as a valid reach-boosting signal, comments should ideally follow the "5-Word Rule"—long-form, thoughtful replies that spark multi-thread discussions.

2026 Industry Benchmarks: A Reality Check

Understanding where your industry stands is critical for setting realistic KPIs. While the platform's average engagement rate is 0.15%, certain sectors see drastically different results.

Industry Sector

Organic Reach (Avg)

Engagement Rate (High)

Winning Content Format

Higher Education

4.5% - 7.0%

7.36%

UGC & Dorm Tours

B2B / SaaS

1.5% - 3.0%

0.35% - 0.50%

Document/Slide Carousels

Retail / E-commerce

1.2% - 2.5%

0.16% - 0.40%

Reels & Product Albums

Professional Services

2.0% - 4.0%

0.30% - 0.60%

Q&A Live Streams

Note: Short-form video (Reels) currently delivers a 3.5× reach gain over static images across all sectors.

SaleSmartly: The Automation Engine for 2026 Growth

Managing high-intent signals in real-time requires a technical stack that bridges the gap between public engagement and private conversion. SaleSmartly has officially been recognized as a Meta 2025 Partner of the Year.

A. Mastering the Golden 6 Hours with Unified Inbox

The first 6 hours after posting is the algorithm's "testing period". SaleSmartly’s Unified Inbox consolidates Messenger, WhatsApp, and Facebook comments into a single dashboard.

Real-time Response: Reply to comments instantly to satisfy Andromeda's density requirements.

AI Smart Reply: Uses GPT-4.0 technology to generate suggested replies based on customer intent, reducing agent response time during peak traffic.

B. The High-Converting Click-to-WhatsApp (CTWA) Strategy

WhatsApp is the primary sales channel for consumers who prefer dialogue over transactions in 2026.

Frictionless Conversion: Users click a Facebook ad and are instantly moved to a WhatsApp chat with a pre-filled message (e.g., "Hi, I'm interested in the demo").

72-Hour Free Window: When a user initiates a chat via a CTWA ad, businesses can send free-form messages for 72 hours without paying per-message fees.

C. Click to Instagram Direct Ads: The Frictionless Funnel

Based on SaleSmartly’s expert guide for 2026, Click to Instagram Direct ads are the most powerful tool for capturing high-intent leads without moving them off-platform.

Removal of Friction: Instead of redirecting users to an external website, where slow load times can kill conversions, these ads open an automated DM session instantly.

Targeted Experience: Use these ads to create an experience where users can "discover, trust, and purchase" through a 1-on-1 dialogue.

No-Code Automation: Using SaleSmartly’s flowchart-based interface, brands can quickly build personalized conversations without coding.

Keyword Triggers: Set up specific keywords within your Instagram ads that trigger the entire conversation flow automatically.

Lead Capture & CRM Sync: Automatically capture a user's email or phone number during the chat and save it directly into SaleSmartly’s CRM for long-term remarketing.

Story Mention Replies: Respond instantly to anyone who mentions your brand in their Stories, using a thank-you message to initiate a full automated funnel.

D. Bypassing Privacy Limits: Conversational API (CAPI) Integration

Browser-based tracking (Pixel-only) now misses 30%-60% of actual conversions due to iOS privacy restrictions. SaleSmartly supports Conversions API (CAPI), sending server-to-server data directly to Meta. This ensures Andromeda receives "clean signals" (bookings, purchases, or leads), allowing the algorithm to optimize your reach based on real business outcomes rather than just clicks.

2026 Content & Format Strategy

To avoid "Similarity Penalties" where the AI suppresses repetitive content, brands must adopt a modular format mix.

The 40/30/20/10 Rule

40% Vertical Video (9:16): Prioritize Reels for "unconnected" reach and discovery.

30% Educational Carousels (4:5): Use "multi-image" posts to drive saves and shares. These satisfy the brain's need for layered information.

20% Social Proof & UGC: Raw, unedited content (Employee-generated or customer reviews) drives 28% higher engagement than polished brand videos.

10% Static Community Posts: Status updates and "text hooks" are surprisingly effective for sparking debates and comments in 2026.

The "AIDA" Hook Framework

Attention (0–3s): Stop the scroll with a visual trigger or provocative hook (e.g., "Unpopular Opinion:").

Interest: State the value immediately.

Desire: Use social proof or "before vs. after" sequences.

Action: Direct the user to comment a keyword for a DM or click to WhatsApp.

Advanced Workflow: AI Intent Recognition

SaleSmartly's AI agent moves beyond simple keyword matching.

Contextual Understanding: The AI can distinguish between a user complaining about shipping and a user asking for a price, even if they use slang or have typos.

Dynamic Routing: Based on detected intent, the system can automatically tag a lead as "Hot," assign them to a specific sales agent, or trigger a personalized follow-up flow.

Multi-Channel Continuity: A conversation started on Facebook can be continued on WhatsApp or Instagram with full historical context, building "Conversation Equity" that increases lifetime value (LTV).

The 2026 Social Media Manager’s Action Plan

To stay competitive, your team should implement this weekly cadence:

Creative Audit: Inventory your assets. Ensure you have 3–5 genuinely different concepts (not just color tweaks) to feed Andromeda.

Golden Hour Management: Configure SaleSmartly to ensure 100% response rates within the first 6 hours of a post.

Lead Capture Deployment: Set up at least one "Comment-to-DM" funnel for your most popular product to capture first-party data.

CAPI Quality Check: Monitor your "Event Match Quality" score in Meta Events Manager. Aim for a score of 7 or higher to ensure automation accuracy.

Community Building: Integrate Facebook Groups into your strategy. Groups reach 40%-50% of members organically, far outperforming standard Page posts.

Conclusion: Relevance Over Volume

The 2026 Facebook algorithm is not a "black box" but a logical system that rewards authenticity and relevance. While organic reach numbers may look low, the "Discovery Engine" offers a unique opportunity: for the first time, your content is actively matched with "strangers" who are most likely to buy.

By utilizing SaleSmartly to handle the heavy lifting of real-time engagement, through Click-to-WhatsApp ads, DM automation, and AI intent recognition, you transform your Facebook presence from a passive broadcast channel into a high-octane revenue engine. In this AI-driven age, the brands that win are those that combine Algorithm Technical Precision with Human Emotional Depth.

Read more

The Ultimate Step-by-Step Guide to Click-to-Instagram Direct Ads (2026 Edition)

Creating a Click to WhatsApp Ad: A Complete Guide

Mastering Facebook Marketing Messages: A Complete Guide for Businesses in 2026

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### [Instagram Insights Essentials for 2025](https://www.salesmartly.com/en/blog/docs/instagram-insights-effectiveness-analysis)

Instagram Insights is a free analytics tool offered by Instagram that helps users better understand their followers and post performance. With this tool, users can access detailed data about their followers, post interactions, and post-performance. This enables a deeper insight into the preferences of the target audience, allowing for adjustments in content and positioning strategies.

Functions of Instagram Insights

Activity Tracking

Insights show how active your account has been over a specific period, including metrics like visits, interactions with posts (such as likes, comments, saves, and shares), and new followers gained.

Content Analysis

You can view performance data for individual posts, Stories, Reels, and IGTV videos, such as reach, engagement rates, and views. This helps understand which type of content is most popular and how posting times affect audience engagement.

Audience Insights

Insights provide detailed information about your followers, including their gender, age range, geographic location (by city and country), and when they are most active. This information is crucial for targeting the right audience and optimizing posting times.

Conversion Tracking

If you use Instagram for e-commerce or to drive traffic to other websites, Insights can help track the number of users who click on your website link, purchase link, or any "call to action" button.

Ad Performance

If you advertise on Instagram, Insights can provide performance data for your ads, such as the number of impressions, click-through rates, and expenditure, helping you assess the effectiveness of your ads and adjust your advertising strategy.

Story Analysis

For Instagram Stories, Insights offers not just basic interaction data (such as replies and skips) but also insights into viewer behavior, like whether someone watched the entire story or exited at a particular frame.

Saves and Shares

Insights also let you know how many people have saved your posts or shared them with others, which is an important metric for gauging the value of your content.

Competitive Analysis

While Insights doesn't directly provide competitor data, you can indirectly assess your market position by analyzing your data against industry standards or previous performance.

How to Use Instagram Insights

Switch to an Instagram Professional Account

To use Insights, you must first switch to a professional account.

(a) Log into your account homepage and select the settings in the upper right corner.
(b) Click on "Switch to Professional Account" at the bottom in blue.
(c) Choose an account theme based on your business.
(d) Confirm the switch.

Instagram Insights can be found on the homepage or within posts.

Content Included in Instagram Insights

Overall Account

From the account homepage, click on "Insights" to grasp the overall condition of the account, including:

• Reach: The number of accounts that have seen your posts.
• Interactions: The number of accounts that have liked, commented on or shared your posts.
• Total followers: The total number of followers on your account.

The data shown in the images defaults to the last seven days, but you can also select from multiple time ranges such as 14 days, 30 days, or the previous month.

Click through for more detailed data:

• Top-performing content: Lists the best-performing posts.
• Profile visits: The number of times users have visited your profile.
• Clicks on external links: Data is available if there are links associated with your profile.
• Clicks on company address: Data is available if a company address is associated with your profile.

Post Performance

This differs from the previous section as it focuses on the data for selected posts.

Follower Data

• Top locations: The cities where your followers are mainly from.
• Age ranges: The age ranges your followers fall into, with the ability to analyze all followers, male followers, or female followers.
• Gender ratio: The gender ratio of your followers.
• Most active times: When your followers are most active on Instagram.

To delve deeper into how Instagram traffic affects follower data, SaleSmartly's "Channel Analysis" feature can be used. This feature displays the number of new customers and returning visitors, helping us effectively identify which content can attract new followers or re-engage existing ones.

How to Strengthen Your Instagram Presence and Turn Traffic into Revenue?

In today's content-driven landscape, having just one Instagram account isn’t enough to capture meaningful reach. With user interests growing more niche and algorithms constantly changing, more and more brands are adopting a multi-account strategy, using several profiles, covering different topics, and speaking multiple languages. Whether you're targeting different regions or specific audience groups, a well-planned multi-account approach is key to increasing visibility and improving conversions. SaleSmartly provides an all-in-one platform for managing your private customer interactions, allowing you to integrate multiple Instagram accounts and:

📨 Reply from one inbox, and handle comments and private messages across accounts to improve team productivity.

🤖 Automate with AI chatbots, and offer 24/7 auto-replies and efficient customer support.

📢 Send bulk messages and run cross-account, multi-language marketing campaigns with ease.

📚 Organize followers with smart tags, and segment your audience and refine customer engagement.

Sign Up Free

Inside SaleSmartly, go to Integrations > Instagram & Comments > Add Instagram Account to quickly connect all your Instagram profiles with SaleSmartly. Manage them together with your other social accounts, all from a single dashboard.

SaleSmartly doesn’t just help you manage multiple Instagram accounts. It also brings together comment management, private messaging, and broadcast features. That means you can seamlessly connect audience interaction with marketing results. For any brand looking to get ahead on Instagram in 2025, SaleSmartly is the go-to platform.

Sign Up Free

Further Reading

Instagram's Booming Influencer Economy: Strategies to Maximize Your Reach

Step-by-Step to Teach you How to Create an Instagram Account from 0 to 1

The Ultimate Guide to Setting Up Instagram Auto Replies: Multiple Methods Explained

Instagram SEO Tips: 3 Proven Strategies to Boost IG Visibility and Engagement

### [Instagram's Latest Features in 2025: What You Need to Know](https://www.salesmartly.com/en/blog/docs/instagram-new-features-2024)

Instagram's Latest Features in 2025: What You Need to Know

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Instagram's Latest Features in 2025: What You Need to Know

As one of the world’s leading social media platforms, Instagram constantly evolves, introducing new features to enhance user experience. What started as a simple photo-sharing app has expanded to include Stories, Reels, and more interactive tools. Over the past year, Instagram has rolled out several exciting updates designed to benefit both individual users who want to share their daily lives and businesses looking for innovative ways to engage their audiences. Here’s a breakdown of seven must-know features that can help you get the most out of Instagram.

Broadcast channels & Social sections

Instagram has introduced special spaces for content creators with large followings, allowing them to send messages directly to their followers, similar to Telegram’s broadcast channels. While currently limited to select creators, Instagram plans to make this feature widely available, offering a great way to manage private communities and direct audience engagement.

If you see a speech bubble icon next to a link on a creator’s profile, it’s likely a shortcut to their Broadcast Channel or Social Section.

Refer here for a tutorial on creating one.

Differences between broadcast channels & social sections

Broadcast Channel
Social Section

Who can send messages
Creator/Collaborators
All members

Who can join
Creator's followers only
Open to all users

What can other members do

Read messages, react with emojis, participate in polls

No restrictions

Member limit
Unlimited
250 members

Can content be shared to Stories
No
Yes

Directly share comments to Stories

Ever come across a great comment on a post that you wanted to share? Previously, this required taking a screenshot and manually posting it, but now Instagram lets you share post comments directly to Stories in just one step.

For iOS users, simply swipe left on a comment in the post or Reels and tap the ‘+’ button to share directly to Stories.

Android users can long-press a comment and then tap the same ‘+’ button to share the comment to Stories.

This feature makes sharing engaging comments much easier and faster!

Schedule posts in advance

Instagram now allows users to schedule posts in advance, manage social media content more efficiently, and ensure posting during peak audience activity times for increased exposure and interaction. This update is particularly useful for brands and creators who want to streamline their social media strategy.

Customizable Link Names in Bio

Many brands add links in their Instagram bio. Previously, IG only displayed the URL, and one had to click to know the content of the link. With the update, we can now add names to these links, which helps increase click-through rates as users are more likely to click on links with a clear source. Personalized link names can also strengthen brand messaging and align the link with the brand's overall image.

IG Sticky Note Feature

Instagram has launched an official test feature called "Sticky Notes," similar to Stories, visible only for 24 hours. This content appears at the top of the "Messages" page. The feature is akin to LINE's status messages and can be used to record moods or brief thoughts. Other users can directly reply to your "Sticky Note" messages. When posting a Sticky Note, you can choose to share the content with IG close friends or users you have chatted with.

GIF replies to posts

Using GIFs to comment on posts can bring a more engaging social experience for brand operations, as dynamic images attract more attention than plain text. Brands can create custom GIFs to showcase product features, allowing users to get a more intuitive feel. Appropriate GIFs can also be used to quickly respond to user comments, enhancing interaction between the brand and consumers.

For an overwhelming number of comments, setting up auto-replies can be an efficient solution.

Reels add "replay count" data

Instagram is refining its analytics dashboard to help users understand their Reels more deeply, introducing a new metric: "replay count," and redefining the play count for Reels. Now, Reels' play count includes not just the initial play but also the user's repeat views.

Instagram also plans to roll out new features in the coming months, allowing creators to monitor the audience retention of their Reels in real time through an interactive retention graph.

How to Efficiently Convert Your Instagram Traffic

Once you’ve built a steady stream of traffic through consistent content on Instagram, the next step is to engage and convert those visitors effectively. When potential customers show interest, a smooth and guided process can quickly turn them into paying clients. That’s where SaleSmartly comes in. As an omnichannel customer communication platform, it helps businesses manage traffic from Instagram, along with interactions from other channels, all in one unified interface. This centralized workspace makes customer support more efficient and responsive.

What’s more, SaleSmartly enables you to set up automated workflows. When a user clicks through from Instagram and starts a conversation, they instantly receive a pre-set welcome message or guided prompt. This not only improves the user experience, but it also helps drive conversions.

Sign Up Free

Further Reading

Instagram's Booming Influencer Economy: Strategies to Maximize Your Reach

A must-read for cross-border sellers! Teach you how to create an Instagram account from 0 to 1

The most complete tutorial on IG automatic reply is here! Multiple ways to teach you how to set it up

Instagram SEO Tips: 3 Proven Strategies to Boost IG Visibility and Engagement

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### [Instagram Blue Tick Certification Tutorial and Conditions](https://www.salesmartly.com/en/blog/docs/instagram-authentication-condition)

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Instagram Blue Tick Certification Tutorial and Conditions

Author: SaleSmartly

The blue checkmark is the identity verification mark used by Instagram, which indicates that your account is authentic and unique. Accounts with a blue check mark are more likely to attract attention on Instagram. Users tend to trust verified accounts because they believe that these accounts have higher authority and credibility. Therefore, for brands, if they want to achieve better marketing results on Instagram, blue check mark verification is an indispensable operation.

How to register as an Instagram business user and obtain blue check certification

1. Open Instagram’s official website, find “Sign up”, and fill in the following information.

2. After registration is complete, find [Professional Mode] in Settings

3. Select account type [Merchant] and business category

4. You can choose to disclose some business information based on business needs to facilitate customer contact.

5. Find [Account] in [Settings], click Apply for Certification, enter relevant account information, and upload materials.

6. Fill in your real name and select the document for identity verification as required

7. You also need to verify the popularity of your account. You can submit relevant information based on the following dimensions. Then wait patiently for the review, which will usually be announced within 30 days. It is best to keep your account active during this period.

Instagram blue tick requirements

√Authenticity: It must represent a real individual, registered business, or entity

√ Uniqueness: The account must be the only representative account of an individual/enterprise

√Activity: Set to public and include a complete bio, profile picture, and at least one post

√ Influence: The account has a certain amount of search volume, but there is no fixed value.

√ Compliance: Comply with Instagram's Terms of Use and Community Guidelines

How to stay active and expand your influence

1. Publish high-quality content

You can improve the quality of your posts by learning some photography and editing techniques. Publishing high-quality pictures, texts, and videos will help deepen users' impressions of you.

2. Use relevant hashtags

Instagram's tagging function is quite popular. By using relevant tags, you can increase the probability of users discovering your posts on Instagram. Proper use of tags can make your content easier for relevant people to find.

3. Interact with users

Replying to users' comments, DMs, and likes promptly can increase users' trust and loyalty to you. Users can connect to SaleSmartly to set up automatic replies. SaleSmartly has added an AI algorithm, and users can trigger preset answers when they mention similar questions. Whether it is IG private messages or comments, they can be automatically triggered to reply to customer questions on time, so that the account remains active for a long time and does not miss the best marketing time. In addition, SaleSmartly can also realize one-click mass messaging, keep in touch with customers regularly, and promote sales.

4. Participate in activities

Getting involved on Instagram can increase your exposure and we can find contests and events to participate in that are relevant to your brand or personal style.

5. Post regularly

By posting content regularly you can keep your page active so that your posts can appear frequently on your fans' homepages.

Summarize

The Instagram blue check mark certification process is not difficult, but it should be noted that not every user can obtain the blue check mark. Instagram will evaluate the authenticity, public awareness, and importance of the account. Enterprises can first check whether they meet the qualifications based on the above materials. If not, they can post more, interact more, and reply more.

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The Ultimate Guide to Setting Up Instagram Auto Replies: Multiple Methods Explained

Last modified: 2025-03-05Powered by

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### [The Ultimate Guide to Setting Up Instagram Auto Replies: Multiple Methods Explained](https://www.salesmartly.com/en/blog/docs/ig-instagram-autoreply-multiple-set-up)

Auto-reply is a common feature that automatically sends a user-preset reply message when a message or request is received. This feature is most useful when the user is unable to respond in time. Auto-reply has been applied to various social media channels, both in personal and business fields, to provide better communication and customer service experience.

Instagram (IG for short) is one of the most popular social media overseas. Many personal bloggers and businesses will promote and market it. This article will talk about how to set up automatic replies on the IG channel.

Why set up IG auto-reply

You can also reply to customer messages in time during offline time and stay active

Quickly process basic information to reduce the workload of manual customer service

Timely responses can improve customer experience and increase user satisfaction

Increase the frequency of conversations and increase user interaction and participation

How to set up auto-reply on IG

The following methods all require you to set up IG as a business account first. The steps are as follows:

PC

Open the official website of Instagram https://www.instagram.com/, click [More] to enter [Settings], and click "Switch to Professional Account".

Mobile

1. Find your account profile and click the "hamburger" icon in the upper right corner of your profile.

2. Click Settings > Account

3. Click on the blue text "Get a free professional account" below.

1. Set up in the background of the IG computer (only five keywords can be set)

1. Log in to Meta Business Suite: One-stop management of Facebook and Instagram business | Meta for Business

2. Associate the IG account you want to manage

3. Find [Instant Reply] in the automatic rules

4. Edit the automatic reply information according to business needs

2. Set up on the IG App (only point-to-point replies)

Find [Settings and Privacy] on the home page

Find the "Saved replies" in the "Creator Tools"

Just use the shortcut words and replies based on the content

3. Set up AI auto-reply in SaleSmartly

As a Meta-certified Business Partner, SaleSmartly can directly help us implement multiple forms of automatic replies on Instagram. Compared with the official one that can only be triggered by keywords, SaleSmartly has added AI algorithms. As long as the user mentions similar content, the answer can be triggered.

Find [Robot] - [Automated Process] in the system. This function can customize various operations according to customer behavior. It has a lot of room for development and is suitable for different service needs of enterprises. For specific gameplay, please see the picture below:

The information automatically replied to by SaleSmartly will be summarized in the conversation of [Online Chat]. If you need to check the effect or switch to a manual reply, you can find it here.

Summarize

There are many ways to set up auto-replies on IG. If you are a personal blogger, it is recommended to set it up directly on the official website. However, if you go to a business, it is recommended to start using the officially certified SaleSmartly. Because the official settings are still at a relatively basic level and it is difficult to meet the diverse marketing needs of businesses, you can choose according to your business details.

### [Mastering Instagram Shop: Essential Features You Need to Know](https://www.salesmartly.com/en/blog/docs/instagram-shop-study-for-function)

Mastering Instagram Shop: Essential Features You Need to Know

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Mastering Instagram Shop: Essential Features You Need to Know

Author: SaleSmartly

Instagram Shop is an e-commerce shopping platform under Instagram. Users can browse recommended products and brands on Instagram and learn about and purchase new products without leaving the app. It is a very convenient shopping channel for users who often use Instagram. Faced with this new channel, how should we play with it? This article will start with several popular ways to play Instagram Shop, tell you the common functions of the platform, and how to use these functions to enhance marketing.

If you want to register for Instagram Shop, you can refer to this article: How to open Instagram Shop and operate and maintain it (salesmartly.com)

1. Product labeling

You can add product links directly in posts/snaps. When customers see posts/snaps, they can immediately click and jump to the purchase link without having to search for it again, which reduces the steps customers need to take when purchasing and increases the chances of customers purchasing.

step:

(1) Add new posts/dynamics

(2) Click to mark the product

(3) Search for products and select

(4) Post stickers/dynamics

2. Instagram Story Collection

Because Instagram Stories only exist for 24 hours, if you want to keep some Instagram Stories with good quality and data, you can put them in a collection. The name and number of the collection are customizable, and we can classify them according to the different content of each Instagram Story. In this way, customers can view the previous limited-time dynamic content, ensuring long-term exposure to the product.

3. Use hashtags (#hashtag)

Like Xiaohongshu in China, Instagram is also very popular with tags, and many users will view posts directly in the tags. Therefore, when we post posts, we need to find as many tags as possible that fit the product and target market, which will help increase the exposure of the post.

4. Hide the number of likes

Many users over-pursue the number of likes when posting on Instagram because they will inevitably have a comparison mentality when seeing the number of likes of others. However, the number of likes is one of the sources of consumer confidence. If the post lacks the number of likes, it may affect consumers' willingness to purchase, so Instagram has launched a thoughtful feature that can hide the number of likes of a post.

Just click on advanced settings when posting to find the hidden entrance.

5. Instagram guides

Instagram recently launched a feature called "Guides", which is mainly to provide users with a clearer and more convenient way to manage posts. Users can sort and categorize posts in chronological order to manage their accounts more easily. Just find the book-like icon in the tool list on your homepage. Click on the icon to enter the guide page, which will display the cover image, title, number of posts, introduction and other information about the post.

6. Automatically reply to private messages/messages

If you can’t keep up with Instagram messages all the time, you can use SaleSmartly to automatically reply to your customers’ questions. When customers ask relevant questions, SaleSmartly can help you reply directly.

The steps to enable it are as follows:

(1) Find [Automated Process] in SaleSmartly, click New flow, and select Instagram and Instagram Post Comments.

(2) Add triggers to find [Visitor Message] and [Visitor Intent identification (AI)] in customer behavior

【Visitors send messages】: You can choose to trigger based on keywords, pictures, links, or any messages. You can also set whether to trigger only when the message is included or when it is completely consistent. You can also choose to trigger only once within 24 hours, only once per visitor, or unlimited.

【Visitor Intent Recognition (AI)】: Users can set questions/descriptions in advance. In actual conversations, if users send similar messages, the AI model will automatically recognize them and automatically answer the preset answers. This usage is smarter than 【Visitor Message】. Users do not need to enter all keywords. The system can recognize relevant information by itself.

(3) Select the associated Instagram account, turn on the activation status, and click OK to successfully create it.

Summarize

Instagram Shop allows customers to purchase products more conveniently and share their shopping experience with family and friends. It also provides an effective promotion and sales channel for brands and businesses. The above 6 ways to play include the main functions of Instagram. Combining these functions with creative marketing can easily make Instagram Shop a success.

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### [How to Open Instagram Shop and Operate and Maintain It](https://www.salesmartly.com/en/blog/docs/instagram-shop-operate-maintenance)

As one of the most popular social media software, Instagram is used by more than 500 million people every day and is a favorite marketing treasure for brands and companies. To expand its business, Instagram has added an e-commerce feature, Instagram Shop, which provides users with a platform to browse and purchase products directly in the app. Users can learn about related products by browsing pictures and videos, and then directly clicking on the purchase link to complete the transaction. This seamless shopping experience can save users time and energy.

Instagram Shop Opening Requirements

1. Instagram professional accounts must comply with Instagram's Terms of Use and Community Guidelines.

Failure to comply with our policies may result in loss of access to the interface or account deactivation.

2. Instagram professional accounts must include product transaction posts that allow customers to shop directly on the website.

Instagram professional accounts must be able to provide domain ownership information. To confirm domain ownership, we will ask you to complete our domain verification process. (Demonstration video included)

3. Instagram professional accounts must be in the specified region.

Please see the image below for specific regions. Instagram checkout is currently only available in the United States.

4. Professional Instagram account with a good image and reputation. It is best to have a certain number of followers and interactions.

5. display the refund and return policy and do not include misleading pricing and inventory information.

Steps to Open an Instagram Shop

1. Switch your Instagram account to a professional account

(1) Find [Switch to Professional Mode] in Settings.

(2) Select the account type and choose the merchant option.

(3) Select a business category: Product/Service

(4) Then fill in the relevant business information. If you need to display the contact information on the homepage, remember to check the [Show contact information] at the bottom.

2. Connect Instagram with Facebook

(1) Find the Account Management Center in Settings

(2) Just add an account

3. Upload product information

To better display your business's products in Instagram Shop, you need to submit a product catalog or list to the platform. The list must contain detailed information about all the products you sell, including important information such as product name, inventory quantity, and description.

If you already have a Facebook Store, you can upload your product catalog to your Facebook Business Page on the Facebook Business Manager page, and it will be synced directly to Instagram Shop.

If you don’t have a Facebook store, you can directly synchronize the products of your online store to your Facebook page. Currently, Instagram Shop has been certified by e-commerce cooperation platforms such as Shopify and BigCommerce. You can directly bind your Facebook homepage in Shopify Store, and you can also upload product information to Instagram Shop.

4. Official review

Product catalog association is better than that, go to your Instagram profile, follow the corresponding steps, and submit it for review.

Account review usually takes some time to ensure the accuracy and authenticity of the information submitted. Usually, this process takes a few days. The official may require additional information to verify the ownership of the corporate website domain. If you receive such a notice, just follow the official prompts to complete the verification process.

5. Set up automatic replies

When facing multiple messages in Instagram Shop’s private messages and comments channels, you can directly link your Instagram account to the SaleSmartly system to reply in one place. When there are too many messages, you can also [Edit Automation], SaleSmartly will help you automatically reply to Instagram messages, easily handle a large number of messages, and timely replying to messages is also conducive to better customer retention.

6. Synchronize customer information

SaleSmartly has optimized the information synchronization function, which can synchronize the customer's information before using the SaleSmartly system to the session, making it easier for the company to manage. In the session, the company can also mark and classify customers.

### [Instagram's Booming Influencer Economy: Strategies to Maximize Your Reach](https://www.salesmartly.com/en/blog/docs/instagram-kol-economy-development)

Instagram influencer economy is booming! How to seize this traffic

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Instagram's Booming Influencer Economy: Strategies to Maximize Your Reach

According to data, the size of the influencer marketing market has grown from $1.7 billion in 2016 to $16.4 billion in 2022 in just five years, with a cumulative growth rate of more than 712%. In the future, experts predict that the market is expected to grow further and will exceed $21 billion in 2023. This amazing growth trend stems from the rapid development of social media and the rise of the influencer economy. Brands can cooperate with influencers and use their influence and large fan base to promote their products and services.

It can be said that influencer marketing has evolved into a complex ecosystem consisting of brands, MCN agencies, influencers and consumers, and has, to some extent, redefined the nature of marketing and advertising in today's social media era. In this context, it has become a trend for brands to seek influencers for marketing promotion, and the platform that best reflects the development of influencer marketing is Instagram. Today, let's talk about how Instagram has taken over half of the overseas influencer economy, and how companies can grasp this resource to promote marketing.

Reasons for the Instagram influencer economy

1. Large user base

Instagram is one of the most popular social media platforms on the market, with 2 billion monthly active users. With this large user base, the influence of influencers on the platform cannot be ignored. They have a large number of followers and can attract users' attention and participation through beautiful pictures and video content. Brands can cooperate with these influencers and use their influence and fan base to convey brand information to more users.

2. Various forms

Compared with traditional advertising, Instagram influencer promotion is more authentic and interesting, and can better establish emotional connections with users, increasing brand awareness and loyalty. The content creation ability of Instagram influencers is the key to brand marketing. They are good at showing the characteristics and advantages of brands through carefully planned pictures and video content. Brands can use the creativity and influence of influencers to present brand information in a more vivid and interesting way, thereby increasing brand awareness and recognition.

3. High interactive ability

Instagram influencers are also very good at interacting with fans. They are able to establish close interactive relationships with fans, respond to fans' comments and questions, and repost fans' limited-time dynamics. Brands can work with Instagram influencers to interact with fans, answer their questions, and address their concerns, thereby increasing user engagement and loyalty. By interacting with influencers, brands can establish a more intimate and trusting relationship, improving brand reputation and user experience.

4. Multiple ways of cooperation

Brand cooperation methods for Instagram influencers are also constantly innovating. In addition to traditional sponsorship cooperation, brands can also cooperate with Instagram influencers for a long time to jointly promote brand image and products. Through long-term cooperation with influencers, brands can establish a stable brand image and reputation, and at the same time grow and develop together with influencers. Long-term cooperation can help brands and influencers establish a deeper cooperative relationship and jointly explore more business opportunities and innovative methods.

How to collaborate with influencers

1. Preliminary research

What is your target audience?

What age group is the target audience?

Do they use Instagram?

What are their interests and hobbies?

Through the above questions, you can roughly understand whether your product is suitable for advertising on Instagram. Because Instagram's audience is mostly young people, if your audience is middle-aged and elderly, it may not be suitable for marketing on this platform. In addition, we can directly search for product core words on Instagram and observe the number of fans, likes and comments of the top-ranked accounts to determine whether the brand is suitable for marketing activities on Instagram. This is the best way to understand the size of product traffic.

2. Find the right influencer

There are many ways to find influencers. After all, the most common ones are to use some special influencer resource websites, Google search, etc. Sometimes you can also find them through recommendations on other social platforms. Brands can search for relevant keywords and topics on Instagram to find Instagram influencer accounts related to their products and target audiences.

After finding a group of suitable influencers through the above methods, we can start to select them, mainly based on the following dimensions: number of fans, interaction volume, match between the audience and the brand's target audience, the vertical field of the influencer, past cooperation cases, price and budget.

3. Collaboration

After finding the target influencer, we can communicate with the person in charge through the contact information provided on the resource platform or the influencer's homepage. Align the advertising methods to be placed, such as limited-time dynamics, posting or reels, etc. Different methods also correspond to different advertising prices. Determine the format and salary, and sign the contract, which means that the cooperation has been achieved.

How to perform maintenance in the future

1. Aggregate Instagram accounts

Usually, overseas companies have multiple Instagram accounts, so first we need to learn how to aggregate these accounts so that we can manage them in a unified way. At this time, we need to use professional gathering tools, such as SaleSmartly. Use the software to aggregate all account information, so that we don’t have to switch accounts crazily when we manage customer information later.

2. Respond to customers promptly

After seeing the relevant marketing on the Internet celebrity side, interested customers will be attracted to your homepage and ask some questions related to the product. This is when customers are most interested in our products, so it is necessary to reply to customers in a timely manner, so as to grasp the best marketing opportunity.

Therefore, it is crucial to have a platform that can aggregate all information. In SaleSmartly [Online Chat], you can easily view the information of all relevant accounts. There is also information about each social media account next to the chat box, which helps us easily distinguish customers from different channels.

3. AI automated responses

Enterprises only need to add common questions and answers to the "AI corpus" in SaleSmartly. When a customer asks these questions on Instagram, SaleSmartly can automatically find keywords in the FAQ document and use AI to integrate an answer to feedback to the customer, greatly reducing the workload of manual customer service.

Summarize

In today's world where the influence of influencers is prevalent, learning to use the influence of influencers to promote brands is a very important form of marketing. Enterprises must seize this opportunity, take over the traffic brought by these influencers, firmly grasp it, and carry out subsequent marketing activities in a timely manner, so as to achieve high conversion and become the winner of the influencer economy.

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### [Step-by-Step to Teach you How to Create an Instagram Account from 0 to 1](https://www.salesmartly.com/en/blog/docs/instagram-account-setup)

Instagram is an application used by hundreds of millions of people around the world to share their daily lives, promote brands, and build social connections. Whether it is an individual user who wants to build a self-media account or a company that wants to conduct marketing, Instagram is a great platform. This article will tell you how to build an attractive Instagram account from scratch, step by step, to enhance your brand or effectively market your products. We will cover initial preparation, account setup, content production, interactive growth, and how to analyze and adjust strategies to maintain continuous growth.

Preliminary preparations for setting up an Instagram account

Set goals and objectives for your account

Determine the core goal of the account. Is it mainly for personal brand building? Business or product marketing? Social network expansion?

Clarifying the purpose of building this Instagram account can help us make more targeted decisions in subsequent steps.

Research your target audience

Analyze the demographics of potential followers, such as age, gender, and location. Gain insights into their interests and behavioral patterns on Instagram. This data can help us craft content that resonates.

Analyze competitor accounts

Observe the strategies of other successful accounts in the industry, including their content style, interaction methods, and the hashtags they use. Analyze the reasons for their success and incorporate these elements into your content.

Create an Instagram account

Sign up for Instagram

Download the Instagram app on your phone or visit the Instagram website. Follow the system prompts to fill in the registration information, including mobile phone number or email address, name, username, and password. After adding the information, confirm the account verification via SMS or email.

Choose a username and avatar

Choose a username that is easily recognizable and related to your brand or personal identity.

For personal accounts, a photo of yourself is best.

For brand accounts, use your company logo or relevant imagery.

Complete personal information

Try to describe yourself or your brand concisely and engagingly. You can also add contact information and a website link to your profile to ensure that potential customers and fans can contact you directly.

Developing an Instagram content strategy

Multiple content formats are operated simultaneously

Instagram has a variety of content formats, such as pictures, videos, Reels, Instagram stories, or live broadcasts. We don’t need to pursue vertical content formats like operating domestic social media platforms. Multi-format synchronous operations are more popular on Instagram.

Create a content plan

Set a realistic publishing frequency and try to post content as actively as possible to stay active.

Content Creation

Master basic shooting and editing techniques to improve the quality of visual content. Write attractive copy to tell stories or convey information with visual content.

Maintain brand consistency

Keep your brand message consistent so that all content you publish conveys the same values and brand story.

Interaction and fan growth strategies

Set up automatic replies

Use SaleSmartly to create Instagram auto-replies with standardized welcome messages or answers to common questions. Ensure that customers can get immediate responses when they ask questions even when the customer service team is not online, without worrying about losing customers due to untimely responses.

Promote fan interaction

You can actively reply to comments and private messages to interact with fans and get closer to them. And regularly hold some interactive activities, such as voting and challenges, to increase fan engagement.

Collaborate with other brands/ KOLs

Collaborate with other Instagram users or brands to expand your audience base by promoting each other. Or find some KOLs to market to increase exposure through their influence and follower base.

Use Hashtags Effectively

Conduct hashtag research to find popular and targeted tags related to your brand or content. When you post content, add relevant hashtags to it to help potential customers better find the content and attract new followers.

Monitor data and adjust strategy

Using monitoring and analysis tools

Instagram Insights, a built-in analysis tool on Instagram, can help users better understand their followers and post-performance. Through this tool, users can view detailed data such as follower growth, post interaction rate, and best posting time to better understand the preferences of the target audience.

Monitor key metrics

Regularly review your content performance to understand which types of posts generate the most interactions and engagement. Observe follower growth trends, identify potential peaks and valleys, and explore the reasons behind them.

Strategy Adjustment

Optimize your content strategy based on different data results, such as adjusting the frequency of posting or trying new content formats. If analysis shows that certain post types are more popular than others, consider increasing the proportion of such content. If data shows that content posted at a specific time has a higher interaction rate, you can post more content during these peak hours. Continuously improve your content strategy through a data-driven approach.

### [How to Use Instagram for B2B Lead Generation:  3 Methods to Boost Inquiries and Orders!](https://www.salesmartly.com/en/blog/docs/instagram-for-b2b-lead-generation)

In the field of foreign trade business, there are many ways to develop B-side customers, including but not limited to traditional exhibitions, email marketing, etc. With the rapid development of overseas social media, more and more foreign trade companies have begun to use new platforms such as Facebook and Instagram to develop B-side customers. As a visual social platform with a large and diverse audience, Instagram has shown great potential in developing B-side customers for companies. This article will introduce in detail three ways to effectively develop B-side customers on Instagram.

Create an Instagram Professional Account

To attract and develop B-side customers on Instagram, you must first ensure that your Instagram account is content-rich and professional. Such an account is more likely to win the trust of B-side customers, thereby increasing the chances of successful cooperation.

1. Account Settings

The Instagram homepage is the first stop for potential customers to learn about your brand and establish connections. A complete homepage introduction can effectively convey brand information and allow customers to connect with the company faster.

(1) Click [Home] - [Edit Home]

(2) After entering the homepage editor, you can edit the account's [Avatar] [Name] [Account] [Website (Company Website)] [Personal Signature].

(3) Click [Contact Options] - Fill in as much contact information as possible - Click [√] in the upper right corner

2. Content Publishing

Publishing high-quality content is the key to attracting customers and gaining their trust in your company’s products. When using social media such as Instagram to develop B-side customers, it is crucial to optimize the content of your account.

(1) High-quality product visual content

On Instagram, visual content is the first step to attracting attention. You can show the details of the company's products, the manufacturing process, or the actual application effect, showing the professionalism and reliability of the product.

(2) Customer Cases

Show the pain points encountered when working with customers, and how you help customers solve these problems step by step during the cooperation process. Because the needs and problems encountered in the same industry are often similar, directly demonstrating the company's ability to solve problems, can effectively stimulate potential customers' interest and trust in the company. If the company has enough customer cases, this type of content can be the main content of the account.

(3) Industry dynamics and trend insights

By sharing high-value information such as industry reports, market analysis, and technology trends, you can not only increase the account's traffic but also demonstrate the company's professionalism, allowing target customers to regard the company's Instagram account as a reliable source of professional information, thereby enhancing customer trust.

Three ways to develop B-side customers on Instagram

To develop customers on Instagram, you usually need to use product keywords. Next, we will take auto parts as an example, and set the sample keyword as wheel hub (companies should use different keywords for searching when developing customers). We will introduce three methods of using Instagram to develop B-side customers.

1. Develop customers through [Instagram tags]

(1) Open Instagram search - Type [#+ wheelhub ] (note that there should be no spaces between words) - Click [Tags] - Click the tag with the most views

(2) Find the right user on the page - Go to the user's homepage - View contact information - corporate official website link, corporate WhatsApp number, corporate public mailbox

2. Develop customers through [keywords + countries]

(1) Enter [product + location] in the search box (here we are demonstrating Wheel Hub Canada) - click [location] - filter target customers from the merchants that appear on the page

3. Use Instagram business accounts to develop customers

Many B-side customers will open Instagram business accounts, which provides us with a channel to reach customers. If you search for the target customer's business account, you can take the following steps to find the target customer:

(1) Click the [blue link font] below the merchant account name — many merchant accounts in the same industry will appear.

Click on any merchant account and visit the merchant homepage. The blue links on different merchant homepages will point to different merchants, thereby expanding the network of potential merchants infinitely. Then use the methods mentioned above to find the merchant's contact information and establish contact with B-side customers.

Instagram Development Customer Contact Template

After finding the target customers, what information should be sent to them to accurately develop customers? Enterprises can refer to the following three methods:

1. Long copy

Dear + customer name (if you don't know the name, write Sir/Madam),

Nice day!

This is Linda from China. I have read the post on your Instagram, and amazing that you're such an incredible company, you have done an unbelievable job in this industry. Please allow me to briefly introduce our company. (Indicate where you learned about the customer)

We are in a good position not only to supply you with high-quality machinery but also excellent after-service. Well-trained engineers will offer you technical support. (Introduction to the company's advantages)

Have you come to China before? If you come to China, I will be happy to show you around and take you to eat Chinese food. (Close the distance between you and your customers)

2. Combination of pictures and text

Pure text is too monotonous, and customers may not have the patience to read it. At this time, you can change the idea of sending information.

(1) To greet someone simply, you can send “Hello, good morning/ afternoon ”

(2) If the user does not respond, you can send pictures of large partners, company turnover, and company certificates, and leave a message asking the customer if he or she has any purchase plans. The template English can be "I'm pleased to learn that your business is related to kitchen products. May I ask if you have any upcoming purchasing plans?"

(3) If the customer still does not respond, you can send the customer a price list of the product and leave a message saying "Here is our company's price list. Having an additional supplier allows you to compare product quality and pricing across different companies. If you're interested in our products, please feel free to reach out with any questions."

3. Long-term interaction with customers

This method is a long process, which requires the company's own Instagram account to have enough content to convince customers. It also requires the company and foreign trade personnel to have a certain amount of patience. The specific steps are as follows:

(1) Find the target customer, visit the customer's homepage, and leave a trace ( like, favorite, forward ). Don't do too much at once, and don't send private messages

(2) Continue to perform the first step in the next few days to leave your customers with a certain impression of you.

(3) If the client does not take any other action, you can follow the client after a few days and send a private message saying, "I'm also a professional in xxxx (the industry in which the company is located) and found the content you share on Instagram valuable. Would it be right if I followed you? I won't disturb you — I'd just appreciate the opportunity to exchange insights occasionally." English reference: "I'm also a professional in xxxx (the industry in which the company is located) and found the content you share on Instagram valuable. Would it be right if I followed you? I won't disturb you — I'd just appreciate the opportunity to exchange insights occasionally."

(4) If customers pay attention to your actions, visit your Instagram homepage, are attracted by your content, and respond to your messages, there is a chance of successfully developing customers.

7-Day Instagram Marketing Plan for B2B Outreach

Day
Goal
Key Actions
Recommended Tools

Day 1
Brand Positioning & Visual Design
Define brand identity and target clients; create logo, color palette, fonts; optimize Instagram bio and link page
Canva, Linktree, Notion

Day 2
Content Production
Create 5–7 posts (industry tips, tutorials, testimonials, stories); apply your visual template
Canva, Google Docs

Day 3
Launch the Account
Publish first 3 posts; set up Story Highlights (About Us, Feedback, etc.)
Instagram, Canva

Day 4
Precision Outreach
Follow and DM potential clients; comment on industry posts; interact through Stories (polls, Q&A)
SaleSmartly

Day 5
Expand Reach
Publish educational post; use niche hashtags; continue private message engagement
Instagram + Hashtag tools, SaleSmartly

Day 6
Analyze Performance
Review Insights; track best-performing posts; check message and link activity
SaleSmartly

Day 7
Drive Conversions
Post content with a CTA (book a demo/download guide); plan next week’s strategy
ChatGPT, SaleSmartly

How to Use SaleSmartly to Reach B2B Clients on Instagram

1. Centralized Inbox for All Instagram DMs

Whether you manage multiple markets or audience segments, running several Instagram accounts helps increase exposure and conversions. SaleSmartly offers an all-in-one communication solution that integrates multiple Instagram accounts so you can:

Manage all comments and messages from one place to improve team efficiency

Enable 24/7 AI chatbots for automatic replies and customer support

Send bulk marketing messages in multiple languages across different accounts

Sign Up Free

Go to [Integration] → [Instagram & Comments] in SaleSmartly to quickly connect all your Instagram accounts and manage them alongside other platforms.

In addition to Instagram, SaleSmartly can also aggregate accounts of multiple overseas social media platforms, such as live chat, WhatsApp, WhatsApp Business API, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat, Zalo etc., to help companies receive consultation information from B-side customers as soon as possible and respond to customer needs more quickly.

2. Auto Replies & Smart Tagging for Higher Efficiency

You can preset keyword triggers in SaleSmartly to automatically respond to client messages, reducing wait times and improving satisfaction.

It also supports smart tagging, allowing you to group leads by behavior, message content, or source channel. These tags can sync with your CRM to create detailed customer profiles and form the foundation for personalized, data-driven marketing.

Try SaleSmartly today and turn every Instagram DM into a business opportunity — creating a complete loop from lead → conversation → conversion.

Sign Up Free

Further reading

A must-read for cross-border sellers! Teach you how to create an Instagram account from 0 to 1 (salesmartly.com)

Instagram Blue Tick Certification Tutorial and Conditions (salesmartly.com)

You only need to learn these functions to master Instagram Shop (salesmartly.com)

Instagram influencer economy is growing rapidly! How to seize this traffic (salesmartly.com)

### [Instagram SEO Tips: 3 Proven Strategies to Boost IG Visibility and Engagement](https://www.salesmartly.com/en/blog/docs/instagram-seo-tips-boost-visibility)

As a software widely used by users around the world, Instagram has become an important channel for many cross-border e-commerce companies to conduct marketing and promotion. Through a reasonable Instagram SEO strategy, companies can effectively increase brand exposure, accurately reach target customers, and thus stand out in the fierce market competition.

This article will introduce in detail how to comprehensively improve the visibility of a company's products or content on Instagram through keyword layout, Alt text optimization and Hashtag use, helping companies achieve their marketing goals.

What is Instagram SEO?

Instagram SEO is a strategy to increase visibility by optimizing account information and content. Through this process, your products or posts can be seen by more users on Instagram, thereby increasing the possibility of being purchased.

Importance of Instagram SEO

1. Improve account visibility

It is not enough to post wonderful content on Instagram. Only users who already follow your account may see it. For businesses or creators who want to expand their influence, it is a more critical step to let more target audiences discover and follow their accounts. By implementing Instagram SEO strategies, you can effectively increase the visibility of products and content, thereby bringing more attention and traffic to the brand.

2. Connect with your target customers

Consumers often search for products or services they are interested in on social media, rather than just relying on search engines. By optimizing account information and content on Instagram, users can more easily pay attention to companies when searching. Such optimization can establish a closer connection between potential customers and brands, helping companies to accurately reach target customers.

Three Instagram SEO tips to help you increase your visibility

1. Keyword usage

(1) Set the user name of the enterprise account

If the company is not well-known, it is recommended to add product keywords to the user name. The naming formula can be [brand + product keywords]. For example, if your company is engaged in jewelry, you can set the Instagram account name to [brand name + jewelry] to facilitate potential users to search for the company account through keywords. We can also see by searching [jewelry] on Instagram that many users with a large number of fans also use this simple naming method so that users can understand the direction of the company's products at a glance.

(2) Use your primary and secondary keywords in your profile

The primary keywords refer to the core business of the enterprise, and the secondary keywords are extended words surrounding the primary keywords.

For example, if the primary keyword is "jewelry", the secondary keywords can be "gold", "silver", "manual", "necklace", "Crystal", etc. The role of secondary keywords is to cover a wider range of searches. For example, if a user wants to buy a ring, they may directly search for "ring" instead of "jewelry". By incorporating "ring" as a secondary keyword in the personal profile or post content, the company's Instagram account has a better chance of being searched.

(3) Place keywords in your posts

Similar to Google SEO, keyword placement in Instagram posts is also an important strategy. You can mention keywords in the title, beginning, and end, and naturally embed keywords in the middle to increase the chances of your content being retrieved, but make sure that the keywords are used smoothly and do not affect the logic of the entire article.

2. Optimize the Alt text of Instagram photos

（1）What is Alt text?

The Instagram Alt text feature is to add a more accurate and concise description to the image to explain the content of the image. When the image cannot be loaded, Instagram will prioritize the Alt text content. In addition, because the platform cannot crawl the image, but can read the Alt text, setting accurate Alt text can improve the ranking of posts on Instagram.

It is worth mentioning that if the Alt text is added properly, the post will have a chance to be crawled by Google and displayed on the Google search results page.

(2) How to add Alt text to photos

Before you publish your post, scroll down to [Advanced Settings] - [Enter Alternative Text] - [Enter Alt text] to describe the image using alternative text.

(3) How to add Alt text more accurately

If you don’t know what Alt text to use, you can use Google Images to find it.

Click the camera on the right side of the search box - Click [upload a file] to upload the picture you want to post on Instagram

After uploading the image, check the keywords displayed in the Released search, which can be used as a reference for Alt Tex alternative text.

3. Use Hashtags in your posts

Hashtags are the common language of Instagram users. Creators will use hashtags to increase the natural exposure of their posts, and users will browse more posts that they are interested in through hashtags. Under normal circumstances, an Instagram post can be set with 30 hashtags, but in actual operation, it is not recommended to use up all 30 tags. If you blindly add a lot of tags, not only will you not be able to increase exposure, but you may also be limited. It is recommended to allocate tags to "2 popular tags + 6 related tags + 2 brand tags" (the specific number can be adjusted flexibly)

(1) Use popular hashtags

You can use one or two popular tags and use the huge traffic of popular tags to attract initial browsing. But there is also a problem with popular hashtags. Many users will use the same tags, and your post will be easily squeezed out under this tag, leaving you with little exposure time, so you should use it in combination with other tags.

(2) Use hashtags related to the post

You can use some alternative tags with mid- and bottom-level traffic to improve the ranking of posts in specific tags. It is a good practice to use tags related to the post. On the one hand, such tags are strongly related to the content. If users see the tweet through the tag, they will be attracted by the content of the post. On the other hand, such tags belong to mid-level traffic tags, and the competition is relatively small. The company's posts can be ranked in the top positions in these tags. For example, the tag related to "jewelry" can be "minimalist design".

(3) Use your labels

Self-made tags generally use brand tags, such as "#salesmartly “. It should be noted that in addition to brand tags, self-made tags are generally not recommended, because newly created tags have lower traffic and may weaken the search-matching effect of the content.

How to know if Instagram SEO is working?

If you are using Instagram SEO strategy for the first time, it is especially important to track the results. Through data analysis, you can more accurately understand the execution of SEO strategy and optimize it.

1. Analyze your post data (using Instagram Insights )

Instagram Insights is a built-in data analysis function of Instagram. After converting Instagram to a professional account, you can view the account data of the past 7 days, 14 days, and 21 days, including:

Account coverage: How many users have read your post?

Number of interactive accounts: How many users like, comment, and forward your posts

Total number of followers: The total number of followers of the account

By analyzing the data of accounts and posts, companies can evaluate the effectiveness of SEO strategies. It is recommended that companies regularly record, analyze and summarize account data to form long-term operating strategies to optimize account content.

2. Analyze customer data (using the SaleSmartly data analysis function)

Compared to the basic account analysis functions provided by Instagram Insights, SaleSmartly focuses more on analyzing Instagram sales leads and customer interaction data, which are crucial for companies to increase profits and optimize customer service. SaleSmartly 's channel analysis function provides the following services:

Customer profile: How many users initiate conversations or inquiries through Instagram

New trends: Through trend charts and type distribution charts, you can intuitively understand the new trends and type distribution of customers

Statistical customer allocation: Displays the customer data and customer service reception status of each account in detail, helping to reasonably allocate reception tasks to team members.

Based on the customer behavior data provided by SaleSmartly and the post data analyzed by Instagram Insights, companies can analyze what visual content and copy posted in the past time can best stimulate the interest of target customers, allowing target customers to initiate conversations and learn about the company's products, thereby better selling in future discount activities, product displays and marketing promotions.

Further reading

A must-read for cross-border sellers! Teach you how to create an Instagram account from 0 to 1 (salesmartly.com)

Instagram Blue Tick Certification Tutorial and Conditions (salesmartly.com)

How to use Instagram to develop B-side customers? Three ways to teach you how to increase Instagram inquiry orders! (salesmartly.com)

Instagram Insights Essentials for 2024 (salesmartly.com)

### [Break Through Traffic Barriers: Complete Instagram Marketing Strategies for 2025](https://www.salesmartly.com/en/blog/docs/instagram-marketing-strategies-2025)

According to statistics, Instagram's monthly active users have exceeded 2 billion in 2024. As one of the most influential social platforms in the world, Instagram is still an important overseas social media channel for many companies to expand overseas markets. For many users who want to start cross-border e-commerce in 2025, it is crucial to master Instagram marketing strategies. This article will start from four aspects: content, SEO, interaction, and advertising, and teach you how to attract traffic on Instagram and reach target customers.

Four Core Instagram Marketing Strategies

Instagram content creation and optimization

1. Visual appeal

Shoot or create high-quality pictures or short videos that are consistent with the brand color scheme to create a unified visual style and attract users' attention. Visual uniformity helps enhance brand recognition and improve competitiveness in Instagram marketing.

2. Emotional resonance

Since most of the consumers on Instagram are individuals, telling brand stories can better establish emotional connections with users. Companies can effectively convey brand value and stimulate emotional resonance among users by sharing the stories behind their products, real user experience cases, or the process of brand creation.

3. User-generated content (UGC)

Encourage users to post product-related content through rebate activities or interactive mechanisms. From the perspective of ordinary users, UGC is often more authentic and credible than brand promotion. Companies can further boost Instagram marketing effectiveness and user conversion by liking or forwarding user-generated content.

4. Diversify content formats

You can use pictures, multi-picture posts, short videos (Reels), and other forms to enrich your content. According to Instagram's current traffic trend, the traffic ranking is Reels short videos > multi-pictures > single pictures. Companies can create content based on this traffic trend and invest more resources in Reels short video production to achieve IG marketing goals more efficiently.

5. Test release time

Test the data effects of posting at different time points. Especially for accounts with a small fan base, try to avoid posting at the hour. More users are posting at the hour (e.g. 17:00 may have 1 million people posting), which may cause the post to be quickly drowned out. At non-hourly times (e.g. 17:03), competition will be greatly reduced, thereby increasing the chances of the post being discovered by users, tand hereby improving the effectiveness of Instagram marketing.

Instagram SEO Tag Strategy

1. Instagram SEO Optimization

Through effective keywords, the Instagram algorithm can categorize your account and content, thereby accurately pushing content to potential customers' discovery pages or search pages to increase natural traffic. Keywords can be placed in the user name, profile, and post copy of the company's Instagram. These keywords can be popular industry terms related to the brand, or keywords related to the post theme with high traffic, thereby increasing the chances of being discovered.

2. Use Instagram Hashtags

Choosing hashtags with high search volume on Instagram can help increase the exposure of posts and make content easier to discover by users. For example, choosing hashtags related to products can help us reach target customers accurately. At the same time, you can also combine popular industry-related hashtags (such as #skincare, and #fashiontrends), and create exclusive brand hashtags (such as #SaleSmartly) to enhance brand memory.

3. Follow trending topics

Following popular challenges and Reel trends can effectively increase the exposure and engagement of Instagram content. By participating in trending topics, business accounts can more easily integrate into users' daily browsing, attract more users' attention in a short period, and enhance interaction with potential customers.

4. Instagram and Google integration

When conducting marketing on Instagram, you can click on the three horizontal lines in the upper right corner and go to [Settings and Activity] - [Account Privacy Settings] - [Allow search engine results to display public photos and videos]. After setting this, Instagram posts can be discovered through Google searches, which is equivalent to adding a new marketing channel for the company and providing the company with additional exposure opportunities.

Interaction and User Relationship Management

1. Reply to user comments

Keeping in touch with users in real-time is an important step in conversion. Replying to comments on time can show that the brand values users. In addition, posts with high interaction rates can also get more exposure. To create a good atmosphere for Instagram comments, companies can use SaleSmartly 's automatic reply function. After successful configuration, the automated process can automatically reply to users' comments on Instagram posts. Moreover, compared with traditional keyword triggers, SaleSmartly 's AI intelligent chatbot can also automatically identify the content of user comments and find suitable words in the script library to reply, effectively reducing the reception workload of manual customer service and achieving a faster response rate.

2. Voting and Q&A

By adding polls or Q&A to Instagram posts, you can effectively increase user engagement. Often users may swipe away after reading a post, but polls or Q&A can stimulate users’ awareness of interaction and prompt them to respond after reading, thereby increasing the interactive effect of the post.

3. Lucky Draw

Regularly hold simple sweepstakes on Instagram, such as new product trials or coupons, to attract the attention and participation of new and old users and increase brand exposure on Instagram. Sweepstakes can bring more interactions and fan growth to companies, increase the connection between users and brands, and further promote loyalty and purchase intentions.

4. Post Stories

By publishing Instagram Stories that are visible within 24 hours, companies can effectively convey promotional information or limited-time events to users they follow. This approach can increase the participation and retention rate of old users. At the same time, as a form of time-sensitive content, Stories can stimulate users' sense of urgency and motivate them to take immediate action.

Targeted delivery of Instagram ads

1. Accurately target customers

Through refined customer targeting, companies can more effectively push ads to potential customers based on users’ geographic location, interests, and behavioral data, thereby improving the accuracy of advertising and the effectiveness of Instagram marketing.

2. Diversification of advertising formats

With the help of various advertising formats, such as image ads, video ads, carousel ads and Reel ads, companies can attract users' attention and enhance the interactivity of content, thereby increasing advertising exposure and engagement.

3. Regularly send mass messages to activate advertisers

Users attracted by Instagram ads are often potential customers, especially those who initiate conversations on Instagram. However, a single conversation is usually difficult to lead to a transaction. Companies need to reach these users multiple times to improve conversion rates. With the SaleSmartly tool, companies can classify customers and create mass messaging plans, regularly send personalized activation scripts, and re-attract users' attention and interaction. However, be careful to be moderate, as excessive marketing mass messaging may cause users to be disgusted.

Frequently asked questions

How to quickly increase Instagram followers?

Instagram is a platform where content is king, so creating high-quality content, interacting with fans, using relevant tags and participating in popular trends can effectively increase the number of fans. After having good content, you can further promote your content by placing ads to let your posts reach more potential customers.

Which industries are more suitable for Instagram marketing?

Instagram is particularly suitable for industries such as fashion, beauty, food, e-commerce and tourism because users in these fields pay more attention to visual experience and interaction, which is most in line with the tone of the Instagram platform.

How to measure Instagram marketing effectiveness?

In addition to increasing followers and interaction rates for an account, the ultimate goal of marketing on Instagram is to effectively convert this traffic. You can view data such as the number of views and likes of a post in Instagram insights, and then go to SaleSmartly to see how many conversations the post has triggered, and use these data to measure the effectiveness of this Instagram post.

Further reading

A must-read for cross-border sellers! Teach you how to create an Instagram account from 0 to 1 (salesmartly.com)

Instagram Blue Tick Certification Tutorial and Conditions (salesmartly.com)

How to use Instagram to develop B-side customers? Three ways to teach you how to increase Instagram enquiry orders! (salesmartly.com)

How to do SEO on Instagram? Three tips to improve your Instagram exposure! (salesmartly.com)

### [Top 10 Instagram Trends for 2025: How Brands Can Win the New Traffic](https://www.salesmartly.com/en/blog/docs/top-10-instagram-trends-for-2025)

Top 10 Instagram Trends for 2025: How Brands Can Win the New Traffic

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Top 10 Instagram Trends for 2025: How Brands Can Win the New Traffic

Author: SaleSmartly

Instagram isn’t just surviving. It’s evolving. In 2025, the platform remains a critical battleground for brands, fueled by the unstoppable rise of short-form video, AI innovation, and social commerce. These forces are rewriting Instagram’s playbook. Below, we break down the Instagram 10 most important trends to dominate the platform in 2025, giving marketers actionable insights to outpace competitors.

1. Video Rules All, Reels Dominate Engagement

Short-form video continues to be the king of content. Instagram Reels remain the core of Instagram’s algorithm, favoring high-interaction, fast-paced videos. Brands should focus on serial content, storytelling, and light editing to boost watch time and visibility.

2. AI Fuels Content Creation and Personalized Discovery

AI tools are transforming content production, writing captions, editing videos, and adding voiceovers with greater speed and scale. Instagram's AI-powered recommendation engine also delivers more personalized content. Brands can use AI to analyze user behavior and target ads more accurately, improving both efficiency and engagement.

3. Dynamic Product Tags Revolutionize Live Commerce

Instagram Shopping is leveling up. Dynamic product tags now integrate seamlessly into Reels, Stories, and Lives, enabling real-time “watch and shop” experiences. Brands can shorten the buyer journey and optimize product selection by tracking tag clicks.

4. UGC and Macro Influencers Build Authentic Trust

Instead of relying on macro influencers, brands are collaborating more with nano-influencers (1K–10K followers), who offer niche audiences, high engagement, and authentic content at lower costs. UGC (user-generated content) also serves as powerful social proof.

5. Interactive Stickers Boost Viewer Engagement

Polls, quizzes, sliders, and surprise reveals are on the rise. These lightweight interactions don’t just increase content completion rates, they help brands connect on a deeper level with their audiences. In 2025, strong content + engagement mechanics = guaranteed growth.

6. Hyper-Targeted Ads and the Rise of Reels Ads

Instagram Ads, powered by the Meta Ads ecosystem, are becoming more precise. Reels Ads, in particular, offer immersive experiences that feel less intrusive and convert better, making them a rising star in the paid media mix.

7. SEO and Cross-Platform Integration Drive New Traffic

Instagram is enhancing its internal SEO, keyword search, topic suggestions, and more. Plus, tighter integration with Facebook, Threads, and WhatsApp helps brands expand their reach across platforms. Cross-channel strategies are no longer optional, they're essential.

8. Stories & Live Unlock Real-Time Conversions

While Reels drive discovery, Stories and Live reign supreme for conversions. Perfect for flash sales, launches, or real-time Q&A, they’re ideal tools for energizing your loyal followers and nudging them to purchase.

9. Global Expansion Meets Local Relevance

Instagram is growing fast in emerging markets like Asia and Africa. But users expect localized content, right down to language, holidays, and posting times. Brands must tailor their approach to connect authentically with each region.

10. Data-Driven, Precision Marketing Is a Must

Brands are getting serious about content and advertising. From topic research to interaction analytics to ROI tracking, every decision now requires a data-backed approach. Smarter operations mean lower costs, higher retention, and stronger lifetime value.

Managing Multiple Instagram Accounts? Use SaleSmartly

In a content-driven world, managing just one account won’t cut it. For brands targeting diverse regions, languages, and product lines, multi-account, multi-audience strategies are the new norm.

SaleSmartly’s unified social communication solution makes this easy. It lets you integrate and manage multiple Instagram accounts while streamlining engagement and messaging. With SaleSmartly, you can:

Centralize replies to comments and DMs across accounts

Use AI-powered chatbots for 24/7 automated customer service

Send bulk messages tailored to different accounts and languages

Tag and segment fans to enable precision marketing

Connect with WhatsApp, Facebook, and more for full-channel coverage

Just go to [Integration] → [Instagram & Comments] inside SaleSmartly to connect all your Instagram accounts and manage them efficiently under one roof.

As Instagram continues to evolve, brand operations are becoming increasingly complex. Whether it's capturing the traffic boost from Reels, increasing follower engagement, or managing content and customer interactions across multiple accounts, languages, and markets, success now demands smarter, more efficient tools.

SaleSmartly helps you unify the management of multiple Instagram accounts, consolidate comments, DMs, and bulk messaging, and streamline every touchpoint between content engagement and conversion. For brands aiming to stay ahead on Instagram in 2025, SaleSmartly is the must-have operations partner.

Final Thoughts

Instagram in 2025 is more than just a photo app. It’s a full-scale ecosystem for content, commerce, and brand connection. With trends shifting fast, brands must stay agile, data-informed, and operationally smart to compete.

SaleSmartly empowers brands to unify Instagram management, streamline conversations, and maximize marketing performance. Whether you're a global e-commerce brand or a local team, it's your ultimate partner for scalable growth.

Further Reading

How to Use Instagram for B2B Lead Generation: 3 Methods to Boost Inquiries and Orders!

Mastering Instagram Shop: Essential Features You Need to Know

Break Through Traffic Barriers: Complete Instagram Marketing Strategies for 2025

Step-by-Step to Teach you How to Create an Instagram Account from 0 to 1

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### [Turning Instagram Traffic Into Store Conversions: A Complete Guide for DTC and Cross-Border Brands](https://www.salesmartly.com/en/blog/docs/instagram-to-website-traffic-guide)

Brief

In this guide, you will learn:

• What makes Instagram a powerful channel for independent ecommerce brands
• Why Instagram is one of the most efficient low-cost traffic sources
• Five practical methods to move users from Instagram to your website
• How to capture and convert Instagram traffic with automation and CRM tools

Introduction

Instagram is one of the most influential visual platforms in the world. For many online shop ecommerce sellers, it has become a primary source of qualified traffic. Yet most brands post occasionally, place one website link in the bio and hope users will click through.

Recent studies show that more than 70% of Instagram users feel interested after viewing brand content. However, the actual conversion rate stays below 3%. The main reason is the lack of real-time engagement and follow-up. Close to 80% of users will check other brands if they do not receive a quick reply in Direct Messages.

This means traffic alone is not enough. Effective Instagram marketing requires a full path from awareness to conversion. The user journey must flow from seeing the content → showing interest → to clicking the link → to messaging → to purchasing and eventually becoming a returning customer.

This guide explains how to build that complete journey. You will learn how to attract users, guide them to your site and convert them into long-term customers with the help of automation and tools.

What Makes Instagram Unique for Ecommerce Brands

A strong combination of social and shopping behaviors

Instagram supports multiple content formats, including photos, Reels and Stories. These formats help brands showcase product design, lifestyle scenes and customer stories. The platform encourages users to save, share and interact, which increases exposure.

A young, high-spending audience

75% of Instagram users are between eighteen and thirty-four years old. This group is highly active and willing to spend on brands they like. For independent sellers, this makes Instagram one of the most valuable acquisition channels.

High content virality

The algorithm gives high reach to content with good engagement. A single successful Reel can bring thousands of new visitors to your profile and significantly increase brand visibility.

Why Independent Sellers Should Use Instagram for Website Traffic

Reach your ideal customers at a low cost

User interactions such as follows, likes and DMs help you identify your warm audience. These signals make it easier to direct the right users to your site without heavy ad spend.

Build brand identity with visual storytelling

Consistency in visuals, tone, and profile elements helps users form a clear impression of your brand. Strong identity improves your website conversion rate and customer loyalty.

Sustainable traffic growth without constant ad spending

Organic reach on Instagram accumulates over time. Unlike paid ads, your traffic does not disappear the moment you stop spending.

Direct support for external links

Instagram allows outbound links in multiple areas. Users can visit your website from your bio link, Stories, and paid ads. This creates a smooth path to your online store.

5 Effective Methods to Drive Instagram Traffic to Your Website

1. Build a Professional Instagram Brand Profile

Your Instagram profile is the first touch point. A strong profile helps users trust your brand and understand what you sell within seconds.

Key elements to optimize

• Profile photo: Use a clean, recognizable brand icon
• Username: Keep it consistent with your domain or brand name
• Bio: State your brand positioning and core value clearly
• Grid design: Use consistent colors, filters, and templates to create a unified brand identity

A polished profile increases follow-through rates and encourages users to click the link to your website.

2. Use Multiple Content Formats to Maximize Reach

Instagram promotes content that creates engagement. Use the platform’s different content types to widen your reach and guide traffic to your site.

Reels

Reels bring high organic exposure. Use them to show:

• Product demos
• Behind-the-scenes footage
• Before-and-after transformations
• Lifestyle scenes

Reels with strong hooks and trending audio often reach users who have never seen your brand before.

Stories

Stories allow you to engage with followers in real time. Post:

• Polls
• Q&A stickers
• Flash sales
• Customer reviews

Stories also support link stickers. Users can swipe or tap to reach your website instantly.

3. Combine Multiple Marketing Methods to Speed Up Traffic Growth

Top-performing brands use a mix of organic content, ads and influencer marketing to accelerate exposure.

• Hashtags: Use a mix of large, medium and niche hashtags to balance reach and relevance. Include 10 to 20 hashtags per post to reach new audiences.

• Instagram Ads: Run targeted ads based on location, interest or behavior. Monitor click-through rate and landing page performance regularly. Adjust creative or copy based on data.

• Influencer Partnerships: Influencers have strong purchase influence. Micro and mid-tier creators often deliver higher engagement at lower cost. Their content builds trust and drives high-intent traffic to your site.

• UGC (User Generated Content): UGC posts often feel more authentic than brand content. Encourage users to share by offering discount codes, cashback, and repost incentives. More UGC increases brand presence in search results and hashtags.

4. Place Clear Website Links in Strategic Areas

Moving users from Instagram to your website requires clear and visible links.

Where to place your website link

• Bio link: Your main call to action, always visible
• Story link stickers: Perfect for promotions and launches
• Reels and captions: Add a reminder such as “Find the link in our bio”

During sales or product drops, use Stories to create urgency. For example:

“Limited time offer. Tap the link to shop now.”

5. Respond Quickly to Keep Interested Users From Leaving

Instagram users expect fast responses. If you reply more than one hour later, the chance of losing the customer increases sharply.

Why most brands struggle

Sellers spend time managing inventory, updating websites, and handling logistics. Manual replies become impossible to maintain.

Solution: Automate Instagram replies

Tools like SaleSmartly help you respond instantly, even when you are offline.

To set up auto replies:

①Connect your Instagram account to SaleSmartly

②Open Robot settings > Create a new automation workflow

Choose triggers such as “when a user sends a message”. Add actions such as “send welcome message” or “send product link.”

Common use cases include:

• Auto reply with product details when a user asks a question

• Send a welcome message to new DM visitors

• Use an AI bot to handle messages during non-business hours. Instant replies help keep users engaged and move them closer to purchase.

How to Capture and Convert Instagram Traffic Effectively

In the previous section, you learned how to pull traffic from Instagram to your website.
But the real challenge begins after a user clicks through.
Many sellers lose more than 70% of their potential customers after they arrive, simply because they cannot follow up in time or lack a structured conversion process.

This section explains how to:

keep Instagram traffic engaged

convert interest into orders

build long-term customer value with clear, simple steps.

Why Most Instagram Traffic Does Not Convert

Online website sellers usually face these three challenges:

①High inquiry volume, slow manual replies

During peak content exposure or ads, dozens of users may DM you at once.
If they do not receive a quick response, they leave.

②No follow-up after users visit your website

Many users click from Instagram to your store, browse for a few minutes, then leave.
If sellers cannot identify or follow up with them, the user is gone forever.

③Global customers speak different languages

Instagram is an international platform.
If you cannot communicate clearly with users from Latin America, Southeast Asia or the Middle East, they cannot complete their purchase.

These issues are why most sellers struggle with conversion, even if they already have Instagram traffic.

1. Use Automation and AI Bots to Hold Traffic Immediately

When content goes viral or ads bring in a burst of users, you will receive many repetitive questions.

Examples include:
• How much is this
• Do you ship to my country
• How long is the delivery
• How do I place an order

A human agent cannot respond instantly to all messages.
Automation solves this problem.

How to set up auto replies with SaleSmartly

Open SaleSmartly > Go to Robots > Select Automation Workflows > Create a new flow

Choose a trigger such as “User sends a message”

Add an action such as “Send product link”, “Send FAQ answer” or “Send checkout URL”

Common real-use examples

• User asks a price → system replies with price and website link
• User asks how to buy → system replies with checkout link
• First-time visitor → send welcome message
• Non-business hours → AI bot replies automatically

This ensures instant response and keeps the conversion process moving forward even when you are offline.

2. Convert Website Visitors With Customer Tagging and Follow-up Messages

A high percentage of Instagram users will click into your website but do not buy on their first visit.

This does not mean they are not interested.
It only means they are not ready.

How SaleSmartly helps recover these users

• Tag users based on visit source, behavior or interests
• Trigger follow-up messages based on tags
• Send targeted offers or reminders
• Reactivate users who visited but did not purchase

Tagging examples

• IG Reels visitor
• IG ad visitor
• Added to cart but not purchased
• Viewed shipping policy
• High intent
• VIP returning customer

When each segment receives the right message, conversion improves significantly.

Case insight
SaleSmartly internal data shows that sellers who use tag-based follow-up flows increase final conversion by 18% to 32%.

3. Break Language Barriers and Serve Global Customers Easily

Instagram traffic is international.
If you can respond to users in their native language, you build trust quickly.

SaleSmartly supports real-time translation in 134 languages: Spanish, Portuguese, Arabic, French, Thai, Vietnamese, Japanese, Korean, and more.

The system translates incoming messages instantly and replies in the user's language.

This helps sellers:
• Communicate clearly
• Reduce misunderstandings
• Convert more global customers
• Provide a better service experience

It also saves time for small teams that lack a multilingual staff.

4. Build a Complete Conversion Loop From Instagram to Website to Private Domain

If Instagram traffic stays only on Instagram, it disappears quickly.
To maximize long-term value, sellers should guide users into a repeatable retention loop:

Instagram → Website → Private Domain → Repeat Purchase

SaleSmartly helps create this loop through:
• Automated replies
• Tag-based segmentation
• Custom broadcast messages
• AI conversation follow-ups

This increases:
• Repeat purchases
• Customer lifetime value
• Retention rate
• Marketing efficiency

Conclusion

Driving traffic from Instagram to your independent website is no longer enough.
What truly matters is whether your business can deliver a complete journey that moves users from:

Content discovery → Website visit → Direct inquiry → Purchase → Repeat customer

Instagram is not only a place to post photos or videos. It is a high-intent channel where brands can build trust, show personality, and create meaningful customer relationships. Sellers who can capture this attention and follow up with consistent, personalized communication will win the long-term game.

Tools such as SaleSmartly help brands turn Instagram into a strong conversion engine.
Using automation, AI assistants, multi-language support, and customer tagging, businesses can:

• Respond instantly
• Reduce manual workload
• Increase conversion rates
• Build a private domain of repeat customers
• Maximize the lifetime value of each user

With a clear strategy and the right tools, Instagram becomes more than a social platform.
It becomes a predictable, scalable growth channel for your independent website.

Frequently Asked Questions

1. Why should independent website sellers use Instagram for traffic?

Instagram offers four major advantages:
• Low-cost access to targeted audiences
• Sustainable organic reach
• Strong visual identity for brand recognition
• Built-in links that can drive users directly to your website

This makes Instagram ideal for long-term traffic generation and brand building.

2. Does influencer marketing really work for independent sites?

Yes.
Instagram influencers significantly influence buying decisions.
When an influencer recommends your product, their followers trust it more, which can speed up conversions on your website. Most brands use a mix of micro and mid-tier influencers to reach different customer groups.

3. How does SaleSmartly automate Instagram replies?

Once your Instagram account is connected to SaleSmartly, you can set up automated flows:

Go to Robots

Select Automation Workflows

Click Create Flow

Choose triggers, conditions, and actions

This allows the system to answer DMs instantly and accurately.

Further Reading

How to use Instagram to develop B-side customers? Three ways to teach you how to increase Instagram enquiry orders!

ChatGPT-5 Registration & Recharge Guide 2025: Get ChatGPT Team for Just $1 and Share with 5 Users

From Clicks to Customers: The Ultimate Guide to Turning Public Traffic into Private Revenue Streams

Social media conversion rate increased by 22%! How can women's clothing brands quickly increase sales?

### [The Ultimate Step-by-Step Guide to Click-to-Instagram Direct Ads (2026 Edition)](https://www.salesmartly.com/en/blog/docs/click-to-instagram-direct-ads-guide-2026)

In the fast-evolving world of social media marketing, one ad format has emerged as a game-changer for lead generation and direct sales: Click-to-Instagram Direct Ads. Unlike traditional ads that send users to a landing page or website, these ads drop prospects directly into your Instagram DMs—the place where conversations—and conversions—happen.

According to industry reports, this format can achieve conversion rates 5 to 10 times higher than standard Instagram ads. Why? Because it removes friction, captures intent at its peak, and replaces impersonal forms with real-time dialogue.

This guide consolidates the best practices from Meta’s official documentation, leading marketing blogs, and automation experts to give you a complete, no‑fluff blueprint for setting up, optimizing, and scaling Click‑to‑Instagram Direct Ads—with SaleSmartly as your all-in-one conversational engagement platform to manage, automate, and scale the entire process.

What Are Click‑to‑Instagram Direct Ads?

Click‑to‑Instagram Direct Ads are paid promotions that appear across Instagram (Feed, Stories, Reels, Explore) and even Facebook placements—but all clicks open a chat thread inside Instagram Direct. The call‑to‑action button is typically “Send Message”.

Key distinction:

Click‑to‑Messenger Ads (even when shown on Instagram) redirect users to the separate Facebook Messenger app.

Click‑to‑Instagram Direct Ads keep the user inside Instagram, offering a seamless native experience—which algorithms tend to favor.

When a user taps the ad, a message window opens instantly, often with a customizable greeting and preset questions. The conversation is tagged with the ad thumbnail, providing context for both parties.

Why Use Them? The Core Advantages

Sky‑high conversion rates – Removing the landing‑page bounce lifts conversion rates to ~10% (vs. 1‑2% for traffic ads).

Immediate engagement – You catch leads when their interest is hottest. No forms, no waiting.

High‑quality leads – Every conversation gives you a real Instagram handle (no fake email addresses).

Community building – DMs are the ultimate channel for one‑on‑one relationship building.

Richer data – Chat transcripts reveal customer language, pain points, and objections—gold for refining your marketing.

Prerequisites: What You Need Before You Start

Instagram Business Account (convert a personal account if needed).

Facebook Page linked to that Instagram account.

Meta Business Portfolio (formerly Business Manager) with both assets added.

Access to Meta Ads Manager.

A SaleSmartly account – to manage conversations at scale, automate responses, and track ROI across channels.

Step‑by‑Step: How to Create a Click‑to‑Instagram Direct Ad

All steps are performed inside Meta Ads Manager.

Step 1: Click “Create” and Choose Your Campaign Objective

Your choice of objective determines how Meta optimizes delivery. For DM ads, the best options are:

Objective

Best for

Engagement

Driving conversations (most common)

Leads

Collecting lead info via forms (but you can also use DMs)

Sales

E‑commerce with purchase tracking

Traffic

Not recommended – optimizes for link clicks, not messages

Pro tip: If you want DMs, avoid “Traffic.” It will bring clicks, but very few actual messages.

Step 2: Set the Conversion Location

After selecting your objective, you’ll see a “Conversion location” dropdown.

Choose “Messaging apps” (for Engagement, Traffic, or Sales objectives).

If you chose “Leads,” select “Instagram” as the destination.

Step 3: Select the Messaging App

Under “Messaging destination,” pick “Instagram” (not Messenger or WhatsApp). This ensures all clicks go to Instagram DMs.

Step 4: Configure Your Ad Set

Here you define:

Audience – Demographics, interests, behaviors. You can also create Custom Audiences from website visitors or email lists.

Budget & Schedule – Daily or lifetime budget, start/end dates.

Placements – For maximum reach, enable Advantage+ placements. Meta will automatically show your ad across Instagram Feed, Stories, Reels, Explore, and even Facebook, where it performs best—but always clicking to Instagram DMs.

Step 5: Design Your Ad Creative

Choose a format: Single image, video, or carousel.

Creative best practices (from Meta & experts):

Visuals: Use high‑quality, “thumb‑stopping” images/videos that look native to Instagram—not like banner ads.

Video: Design for sound‑off viewing; add captions or text overlays.

Copy: Keep primary text short (<125 characters to avoid truncation). Use a conversational tone. Ask a question to invite interaction.

Call‑to‑action: It will automatically be “Send Message,” but your copy should reinforce it:
“DM us ‘GUIDE’ for your free copy!”
“Tap to chat with a stylist.”

Step 6: Create Your Message Template

This is the first thing users see after clicking. A well‑designed template boosts engagement.

Under “Message template,” click “Create new.”

Write a Greeting Message – e.g., “Hi [Username]! Thanks for reaching out. How can we help?” (Use the [Username] personalization token.)

Add Frequently Asked Questions – These appear as buttons users can tap to start the conversation.

Example: “Tell me more about this product.”

Example: “What’s the price?”

Example: “Talk to a human”

Save the template.

Why this matters: Preset questions help you segment leads instantly (product interest vs. support vs. sales).

Step 7: Publish and Monitor

Review all settings, then click “Publish.” Your ad will go through review. Once approved, monitor its performance in Ads Manager.

Optimization: Turn a Good Ad into a Great One

A/B Testing

Run A/B tests in Ads Manager to discover what resonates. Test one variable at a time.

Creative (image A vs. image B)

Headline or primary text

Audience segments

Message template wording

How to interpret results:
Look for the winning ad set (lowest cost per result) and the confidence level (>75% means the result is reliable). Move the budget to the winner or edit the loser to mirror the winner.

Advantage+ Creative

Enable Advantage+ creative to let Meta automatically optimize your images/videos for different placements (e.g., cropping for Stories vs. Feed).

Response Speed

Instagram displays your average response time publicly. Slow replies kill conversions. With SaleSmartly, you can:

Set up instant automated replies for common questions.

Use AI-powered chatbots to handle FAQs 24/7, ensuring every lead gets a response within seconds—even outside business hours.

Creative Refresh

Rotate creatives every few weeks to avoid ad fatigue. Use insights from DM conversations to inform new angles.

Why SaleSmartly Is the Ultimate Companion

A successful campaign can flood your inbox. Manual replies become impossible. This is where SaleSmartly —an AI-powered omnichannel customer engagement platform—transforms your Instagram messages into a scalable sales engine.

Omnichannel Inbox: All Conversations in One Place

SaleSmartly aggregates Instagram, Facebook Messenger, WhatsApp, VK, Telegram, LINE, TikTok, LiveChat, Email, and more into a single unified dashboard. Your team can handle DMs from multiple Instagram accounts without logging in and out.

AI-Powered Automation

24/7 Instant Replies – Never miss a lead. SaleSmartly’s AI bot (powered by ChatGPT-4.0) can answer FAQs, qualify leads, and even recommend products automatically.

Automated Lead Qualification – Set up workflows that ask pre-qualifying questions (budget, timeline, interests) and tag leads based on their responses.

Extended Messaging Window – By using a “human agent tag,” you can reply up to 7 days after the last user message (bypassing Instagram‘s 24‑hour limit).

Smart Team Collaboration

Auto‑assignment – Route incoming DMs to the right agent based on skills, workload, or lead value.

Internal notes & mentions – Agents can collaborate on complex queries without leaving the chat.

Performance reports – Track individual and team metrics: response time, resolution rate, customer satisfaction.

Built-in CRM & Customer Data

SaleSmartly automatically builds a customer database from every DM conversation. You can:

See full interaction history (across channels).

Add custom tags and notes.

Sync data with your e-commerce platform (Shopify, Shoplazza, etc.)

Real-Time Translation

Communicate with customers in 134+ languages automatically. The system detects the user‘s language and translates both incoming and outgoing messages in real time—perfect for global campaigns.

Data Analysis & ROI Tracking

Attribution – See exactly which ad campaigns generated which conversations and sales.

Custom reports – Measure cost per lead, conversion rate, and revenue per channel.

Add Instagram DM to Your Website

With SaleSmartly’s traffic widget, you can add a “Message us on Instagram” button to your website. Visitors can click and instantly open an Instagram DM chat—without leaving your site. This extends your Instagram DM funnel beyond ads to organic traffic.

How to Integrate SaleSmartly with Your Instagram Ads

Sign up for SaleSmartly.

In SaleSmartly, go to Integration → Instagram and connect your Instagram Business Account.

Set up your automation workflows:

Welcome message

Lead qualification questions

Routing rules

(Optional) Install the website widget to capture organic traffic.

Start receiving and managing all Instagram DMs from SaleSmartly’s omnichannel inbox.

Measuring ROI: Key Metrics

Metric

What It Tells You

Cost per conversation started

Efficiency of ad spend at initiating chats

Conversation rate

% of conversations that turn into qualified leads or sales

Cost per acquisition (CPA)

Total ad spend ÷ number of customers acquired

Return on ad spend (ROAS)

Revenue from ads ÷ ad spend (aim for 3:1 or higher)

First response time

Speed of engagement (impacts conversion)

Attribution challenge:
Conversions often happen inside the DM chat or later, not on a webpage with a tracking pixel. The solution is SaleSmartly, so you can tie revenue back to specific ads and feed that data into Meta for smarter bidding.

3 Common Mistakes (and How to Fix Them)

1. Slow replies – Leads go cold. Fix: Use SaleSmartly automation for instant responses.

2. Not A/B testing – You’re leaving money on the table. Fix: Test continuously.

3. Poor audience targeting – Too broad or too narrow. Fix: Start with a well‑defined audience, then let resonant creative do the rest. Build Lookalike Audiences from your best customers.

Conclusion: Your Next Customer Is One DM Away

Click‑to‑Instagram Direct Ads represent a fundamental shift from broadcasting to conversing. They deliver higher conversions, richer data, and stronger customer relationships—all within the world’s most engaging social platform.

By following this guide, from proper setup and creative best practices to automation and measurement.

Ready to start? Sign up for SaleSmartly to handle the conversations like a pro.

👉 Looking for more hands-on eCommerce AI strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates.

Frequently Asked Questions

1. How much do these ads cost?

CPC typically ranges from $0.40 to $1.00, and CPM ranges from $5 to $15. Cost per conversation depends on your industry and optimization.

2. What’s a good conversion rate?

Well‑optimized campaigns often see ~10% (message‑to‑lead or message‑to‑sale). Some niches achieve even higher.

3. Can I run them without a Facebook Page?

No. Your Instagram Business Account must be linked to a Facebook Page.

4. Can I manage multiple Instagram accounts in SaleSmartly?

Yes. SaleSmartly lets you integrate multiple Instagram Business Accounts and Facebook Pages into one dashboard.

Read more

Conversational Marketing: Your Secret Weapon for Converting Cross-Border Customers in 2025

How to Boost Customer Conversion Rates with a Smart Service Platform

Lesson 1 for Going Global: Why Omnichannel Tools Are Essential for SMBs in Cross-BorderOperations

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### [Is Instagram automation worthwhile? The most complete practical guide for teams going global in 2026.](https://www.salesmartly.com/en/blog/docs/instagram-dm-automation-for-ecommerce)

Meta ads generate traffic, but no one is taking them? Many overseas expansion teams are truly stuck at the Instagram DM stage.

For many teams going global, the real problem is never "lack of traffic".

Instead, the problems are: insufficient traffic , inability to retain customers , and lagging conversion rates .

This article will focus on Instagram Automation , analyzing how overseas teams can leverage Instagram automation tools to automate direct marketing (DM) messaging, AI customer service , and private domain operations . This will enable them to more efficiently handle advertising traffic, improve inquiry conversion rates , and reduce the risk of Instagram account suspensions . Ultimately, this will help teams in cross-border e-commerce , Shopify independent websites , foreign trade B2B , and SaaS overseas expansion build truly effective [ services/products]. Instagram conversion system.

Why are more and more teams going global starting to automate Instagram marketing?

In particular, cross-border e-commerce , Shopify independent websites , foreign trade B2B , overseas agent recruitment, Meta advertising traffic teams , private domain operation teams, and SaaS companies going global have all been experiencing the same thing in recent years:

The user's purchase path has completely changed.

The previous path was: Advertisement → Official Website → Place Order

More and more overseas users are now following this pattern: Ads → Instagram Page → Private Message Inquiry → Transaction Completed.

This trend is becoming increasingly evident, particularly in industries such as beauty, fashion, home furnishings, 3C electronics, SaaS, B2B services, and overseas agency recruitment.

Because more and more overseas users are checking Instagram before making a purchase.

They wanted to know:

Is this brand reliable? Has it been operating long-term?

Are there any real discussions or reviews from actual users?

Can I get timely responses and after-sales support if I encounter any problems?

in other words:

Instagram has become an important gateway for overseas users to judge the credibility of brands.

However, as more and more customers start contacting us via Instagram private messages, traditional human operations are finding it increasingly difficult to keep up with this change.

The number of direct mail messages surged instantly; overseas customers inquired across time zones , and customer service could not be online 24 hours a day; messages from Instagram, WhatsApp, and Facebook were scattered ; after private messages were sent, there was no follow-up ; customer data could not be accumulated in the CRM; the team spent a lot of time every day replying to repetitive messages .

Ultimately, this resulted in: money being spent on advertising, but no real sales loop being formed .

Therefore, more and more teams going global need Instagram automation.

What exactly is Instagram automation?

When many people first hear "Instagram Automation," they think of automated likes, automated follows, and bot-driven follower growth.

But in reality:

The core of truly mature Instagram automation today is no longer "buying followers".

Instead, it leverages AI and system tools to improve team operational efficiency, traffic acquisition , and customer conversion rates.

Includes: automatic content publishing, automatic reply to DM private messages, automatic comment management, automatic sending of marketing messages, automatic CRM synchronization, automatic customer tag classification, automatic follow-up with potential customers , and automatic statistical data analysis .

However, many teams are also worried: Will Instagram automation lead to account bans? Is automation actually useful? Will users dislike bots? Which automations are safe? Which are high-risk? How can we truly increase inquiries and sales?

Next, I want to tell you:

What are the most worthwhile Instagram automation initiatives to pursue in 2026?

I. Content Automation (Most Basic and Safest)

This is currently the direction with the lowest risk and the most suitable for long-term operation .

Includes: Reels automatic scheduling, scheduled Story publishing, AI-assisted copywriting, content calendar management, tag management, and data analysis.

Why is it important?

Because Instagram's algorithm is paying more and more attention to:

Continuous updates, user dwell time, favorites and shares, video completion rate

Many established brands have already started:

Plan the content a week or even a month in advance.

Because: Consistent updates are more important than occasional viral hits.

II. Automating Instagram Direct Marketing (Most Worth Doing)

This is currently the core direction of Instagram automation .

Because more and more overseas users now prefer not to go directly to the official website, but rather are more accustomed to:

Advertisement → Instagram Page → Private Message Inquiry → Transaction Completed

In other words, the real entry point for transactions is Instagram DM.

Common DM automation scenarios

Comparison Dimensions

Comments automatically trigger private messages

Automatic acceptance of private advertising messages

Triggering method

User review keywords (e.g., "price")

Users click on the Send Message ad

Automatically send content

Product catalog, pricing, discount codes, WhatsApp

Welcome message, product introduction, inquiry screening questions

Core Values

Public comments → Private conversations

Shorten the conversion path and skip the official website

Risk level

✅ Low risk

✅ Low risk

III. AI-powered Customer Service Automation (Core Growth Driver for 2026)

However, when advertising reaches high volumes, human customer service representatives can easily become overwhelmed, while traditional chatbots are too mechanical.

For example, a user might ask, "Can you ship to Germany?"

The robot replied: "Please enter keyword."

The experience was terrible.

At this point, a multi-channel AI customer service system is needed that can achieve Instagram DM AI replies , multilingual customer service , AI automated reception , CRM customer synchronization , automatic customer segmentation , and private domain conversion follow- up .

Because for teams going global:

Response speed is itself a measure of conversion rate.

IV. Growth Robots (Highest risk, not recommended)

This includes features such as automatic likes, automatic follows, automatic comments, follow/unfollow, and mass private messages, which were very popular a few years ago.

However, Meta is now cracking down on such behavior more and more strictly.

Because the system will classify it as: Spam, non-human operation, malicious interaction.

High-frequency operations can easily lead to: Shadowban (invisible rate limiting), function restrictions, account abnormalities, and permanent account bans.

Therefore, what truly mature teams need to do now is:

Create genuine interactions + automated conversions.

In some discussions about Instagram Automation , many users have mentioned:

Users don't hate automation, they hate low-quality spam.

For example, comments like "Nice pic🔥", "Follow me", and "Check DM" are immediately recognizable as bots.

Not only will it not improve conversion rates, it will also reduce brand trust.

Therefore, high-quality automation means that users don't feel like they are being treated by robots, and receive more realistic, accurate, and efficient services.

How can teams expanding overseas correctly build an Instagram automation system?

Phase 1: First, create the content.

Key points include:

Account positioning

Reels Update

Story Interactive

Brand content building

Comments and interactions

Because: Content is always the foundation of traffic.

How to choose tools?

Buffer , Later , Hootsuite

Main features: Reels scheduled publishing, Story scheduling, content calendar management, data analysis, and multi-account operation.

Suitable for: Brand content teams and social media operations teams.

Phase Two: Incorporating Lightweight Automation

For example:

Automatic scheduling

Automatic reply

Comments can be forwarded to private messages.

Automatic tag classification

Core objective: Improve operational efficiency.

Phase 3: Building a complete conversion system

If your team needs to manage messages across multiple channels such as Instagram , WhatsApp , Facebook , and Live Chat , and integrates AI customer service , CRM , customer tagging , automated follow-up, and private domain conversion , then this option is more suitable. SaleSmartly is a multi-channel customer communication system .

Includes: Instagram DM automation, AI customer service, CRM synchronization, private domain accumulation, automatic follow-up, customer segmentation, and advertising lead management.

How does SaleSmartly help teams going global automate their Instagram campaigns?

Step 1: Integrate Instagram accounts to unify message processing , enabling customer service representatives to reply to all messages from a single interface without switching apps, ensuring zero omissions.

Step 2: Configure automated processes and set up automatic DM responses , such as automatically sending a price quote when a user comments "price", with a 24/7 response time.

Step 3: Integrate AI customer service to achieve intelligent dialogue , reduce manual costs for repetitive questions, enable automatic translation of multiple languages, and provide timely responses.

Step 4: Segment customers and synchronize with CRM , filter by tags for targeted mass messaging, and make the history clear at a glance when a new customer service representative takes over.

Step 5: Manage advertising leads , track ad conversions, streamline the campaign, and precisely optimize ads that generate orders, forming a closed loop of "campaign → customer acquisition → conversion → data feedback".

Step 6: Private domain accumulation and automatic follow-up : Accumulate private domain customers, increase repurchase rate, and form your own customer pool.

This truly forms a complete closed loop: "traffic → private messages → customers → transactions".

Free trial

Most common question: Will Instagram accounts be banned for using automated tools?

This is the question that many people are most concerned about.

The answer is: Not necessarily.

The key is: what kind of automation are you doing?

Relatively safe methods: content scheduling, automatic direct mail replies, comment-triggered private messages, AI customer service, CRM synchronization, and private domain automation.

These are all basically within the scope permitted by the official Meta ecosystem.

High-risk behavior

Batch Follow/Unfollow

Automatic crazy likes

Mass spam private messages

A lot of spam comments

Multiple accounts brute force operation

Conclusion: Is Instagram automation really worth it?

The answer is actually quite obvious:

worth.

But the prerequisite is that you are doing: conversion automation, private domain automation, AI customer service automation, and direct mail processing automation.

Instead of: bot-generated followers, spam comments, aggressive follower growth, and fake interactions.

Because Instagram's real competitive advantage in the future will be:

Who can respond to customers faster and complete conversions more efficiently?

Truly excellent Instagram automation is not about replacing people with machines.

Instead, let machines handle repetitive tasks, allowing teams to focus on what truly matters: growth and sales.

Further Reading:

From Instagram Traffic to Independent Website Conversion: How Brands Can Effectively Drive Traffic Through Instagram?

How to develop B2B clients using Instagram? Three methods to increase Instagram inquiries and orders!

Break through traffic bottlenecks! The most comprehensive Instagram marketing strategy for 2025!

Mastering Instagram Shop only requires learning these features

### [The Best Guide on How to Search and Join Telegram Groups: Help You Quickly Join Any Chat Room](https://www.salesmartly.com/en/blog/docs/join-the-telegram-group)

The best guide on how to search and join Telegram groups: help you quickly join any chat room

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The Best Guide on How to Search and Join Telegram Groups: Help You Quickly Join Any Chat Room

Author: Sicily Choi

Telegram, one of the world's most popular instant messaging apps, is renowned for its exceptional security, rapid message delivery, and user-friendly interface. Beyond one-on-one messaging, Telegram's group feature allows people with common interests to come together. Whether you're seeking expertise, looking to join interest groups, or hoping to make friends with like-minded individuals, joining the right Telegram group can offer these experiences. This article will guide you in efficiently searching for groups on Telegram and easily joining the ones you're targeting.

Telegram Group Permissions

Admins need to establish clear invitation policies to determine the permissions for Telegram groups, primarily divided into public and private groups.

Public Groups

Easy to search and join: Any user can find public groups through Telegram's search function. Users can freely participate without special permission from the admins.

High transparency: Public groups tend to be more transparent since anyone can view the group content. They are ideal for public communities or groups discussing specific topics.

Private Groups

Invitation-only: Private groups do not appear in search results. To join a private group, users must be invited through a link or directly by the group's admins.

Increased privacy: Private groups offer more privacy for members. Due to the non-public nature of the group content, this setup is suitable for discussing sensitive topics or private matters.

For private groups, admins often send invitation links to potential members or directly invite them on Telegram. When inviting, they may need to review applicants' profiles to ensure new members meet the group's standards and goals.

For groups with a large number of members, admins might use omnichannel customer communication platforms like SaleSmartly to effectively mass-message and ensure every member receives important updates and notifications. This maximizes time-saving for admins while improving communication efficiency and coverage.

Ways to Join Telegram Groups

Joining a Telegram Group via an Invitation Link

How to get a group invitation link:

Through friends: Group admins distribute invitation links to current members. Try asking friends with resources in the relevant field if they have any Telegram group links you need.

Through social networks and forums: Many Telegram groups publish their links on social media or related discussion boards. You can discover these links by searching for related topics or keywords.

What to do after getting a Telegram group link:

Click the link directly: Whether on a phone or computer, clicking the Telegram group link will display a page with a prompt to join the group.

Confirm joining: The prompt will show some basic information about the group, such as the group name, number of members, and a brief introduction. Click to open in Telegram, then select Join.

Note: Before clicking the link, ensure it comes from a trusted source. Links from unknown origins may lead you to unsafe groups or malware.

Entering a Telegram Group via Search

If you don't have a specific link, you can enter the group name or keywords directly into the system's search bar.

The advantage of using search is that you may find groups you weren't aware of, but this method can also bring up irrelevant groups, so you'll need to filter them out yourself.

Joining a Telegram Group via Contact Invitation

If a friend is already a member of a Telegram group, they can invite you using the app's features. They simply select "Add Members" in the group chat interface and find and select your name from their contacts list. Once they send the invitation, you'll receive a notification that you've been invited to join the Telegram group.

Related Recommendation: Manage Multiple Telegram Groups with SaleSmartly

If you're a frequent Telegram user who needs to manage multiple groups and accounts, SaleSmartly can help you consolidate all your Telegram groups and personal accounts onto one platform. This eliminates the need to switch between different accounts and groups constantly. Not only does this improve your work efficiency, but it also ensures you can respond promptly to the needs of each group or user.

Considerations When Joining Telegram Groups

When joining Telegram groups, protecting your privacy and online security is paramount. Here are some precautions to take before using Telegram:

Privacy Settings:

Protect personal information: Before joining a group, check your Telegram privacy settings to ensure only trusted contacts can see your phone number and last seen time.

Profile photos: If you prefer not to share your profile photo with all group members, adjust your privacy settings accordingly.

Online Security:

Avoid suspicious links: Members may share links in the group. Be cautious with unknown links to prevent phishing or malware attacks.

Be vigilant when downloading files: Files from unfamiliar members could contain viruses. Ensure the source is secure before downloading.

Code of Conduct:

Respect others: Maintain politeness, respect different opinions and backgrounds, and avoid using offensive language or harassment.

Follow rules: Each group may have its own set of rules and guidelines. Read and adhere to these after joining to maintain order and harmony within the group.

Contribute value: Share valuable information and insights and actively participate in discussions, making the group a beneficial platform for exchange.

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Telegram Group Engagement & Filtering Strategies: Boost Your Conversion Rate

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### [Telegram Group Engagement & Filtering Strategies: Boost Your Conversion Rate](https://www.salesmartly.com/en/blog/docs/telegram-group-growth-strategies)

The activity of groups and channels in Telegram is usually directly related to brand visibility and user engagement. To enhance activity, employees can use some marketing methods, such as "Artificial Engagement Boosting" and "Member Filtering". This article will start with the two strategies and analyze their implementation methods, potential effects, and related risks, and provide bosses with a brand new marketing method!

Artificial Engagement Boosting in Telegram Group

"Artificial Engagement Boosting" refers to employees increasing the activity of a group by managing and operating multiple accounts in the group. To give a simple example, an employee holds more than a dozen accounts, and these accounts are in the same group. Although the actual operator is the same, other people in the group think they are different users. Employees use these accounts to sing the same tune in the group, appearing to be real passers-by, to attract other potential consumers in the group. In addition, high activity will also promote conversion rates. Compared with tough and direct promotion, the soft advertising method of "Artificial Engagement Boosting" will be more convincing.

Tips for Telegram group speculation

Keep the conversation as daily as possible.

Don’t oversell your product, or you’ll be easily discovered to be a scammer! Keep the conversation as casual as possible, like chatting with friends.

Tell me more about your feelings after using it.

Instead of directly praising the functions of the product, you can talk more about the feeling after using it, which is more real.

You can tailor content to the audience in your group

Start conversations based on the information that potential consumers in the group are most concerned about, and talk about the features they need most, to maximize consumer interest.

Don't talk to yourself.

If other users are speaking in the group, you should respond to them promptly and not just talk to yourself. The purpose of "Multi-Account Engagement" is to increase activity, so you must respond to other users more often.

suitable time

Do it when everyone is more free to increase the chances of users seeing it.

How to trade in Telegram groups

1. Register multiple Telegram accounts. Currently, Telegram can be registered with a Chinese mobile phone number. If you need a foreign IP number, you can try using a code-receiving platform.

If the registration fails, you can try another device.

2. Integrate these accounts into the SaleSmartly dashboard. All accounts will be integrated into the same operation panel, and there is no need to switch accounts multiple times.

Manual Operation

Then you can select any account as needed to quickly respond to or initiate a conversation in the group chat to boost the atmosphere in the group. This method not only provides a rich interactive experience for group members but also greatly improves operational efficiency, ensuring that while maintaining high activity, it can also maintain efficient and smooth community management.

Automated Operation

If you need to operate multiple groups at one time, you can directly set up group messaging in the SaleSmartly backend. You can achieve conversations by setting up group messaging in different accounts. It should be noted that each message needs a certain time difference. If all are sent at the same time, it may be exposed.

Sending audience: You can directly filter out the groups that need to be operated (try not to select too many groups at one time).

Sending content: supports text, pictures, attachments, videos, audio, and other forms.

Sending frequency: To avoid sending a large amount of information at one time, which will affect the account weight, you can set the sending frequency.

Sending time: If you want to set a time difference, you can solve it by sending at a scheduled time.

After setting up the group message, we need to monitor the group information in real-time. In case a user joins the conversation, we also need to respond to the user's questions promptly. This can also improve the authenticity of our "group speculation".

How to select member filtering on Telegram

After a certain period of "Artificial Engagement Boosting", we can roughly classify the users in the group, which ones are in urgent need of the product, which ones are interested, and which ones are lurking users. We can use some trial activities, discount activities, etc. to create another group for the first two types of customers who are more likely to achieve conversion. This is called "washing the group".

The purpose of "Member Filtering" is to convert and filter out effective customers. It is the process of cleaning inactive or irrelevant members in the Telegram group. Make sure all members are active and interested in the group topic, so that you can focus more on these customers in the future, try to avoid ineffective marketing, and sell combs to monks.

Common Problem

What is the legality of Telegram group speculation?

The legality of Telegram group manipulation depends on the method and purpose used. Using fake accounts or bots to artificially increase group activity may violate Telegram's terms of use and may also cause long-term damage to the group's brand reputation.

How to identify fake members or bots in Telegram groups?

Fake members or robots usually do not have real profiles, rarely or never participate in group conversations, and may leave the group immediately after joining. You can also use some specialized tools or software to analyze the behavior patterns of group members to help identify these inactive accounts. So when setting up, try to add more information to make the account appear more authentic.

### [Telegram Tools You Can't Miss: Introduction to 10 Practical Telegram Robots](https://www.salesmartly.com/en/blog/docs/essential-telegram-tools-top-10-bots-introduction)

Telegram tools you can't miss: Introduction to ten practical Telegram robots

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Telegram Tools You Can't Miss: Introduction to 10 Practical Telegram Robots

Telegram bots are automated programs based on the Telegram platform that interact with users through the Telegram Bot API to perform a variety of tasks, significantly expanding the functionality of the Telegram app. They're not limited to simple automated tasks like reminder services, weather forecasts, and personal assistants, but also carry out complex business activities such as customer service, online shopping, content management systems, and more.

In this blog, we share the top 10 most comprehensive and practical Telegram bots for businesses in 2025. Check them out!

Note: There are currently a large number of bots on Telegram that are disguised as genuine products. Please be sure to carefully identify them when using them to avoid being deceived.

Advantages of Telegram bots

1. Powerful automation

Telegram robots can handle a lot of repetitive tasks, such as group messaging, file conversion, etc. For example, SaleSmartly can be used to send group promotional information without having to send them manually one by one, which can greatly improve efficiency.

2. Wide range of applicable functions

Whether it is an individual user or a corporate user, there are corresponding Telegram robots that can provide solutions:

Personal users: Improve life efficiency, such as file format conversion, downloading related resources, etc.

Enterprise users: marketing, customer service, group management

3. Cross-platform use

Whether on mobile, computer, or web, the robot can be used seamlessly

Ten Practical Telegram Bots

Mass Messaging Bot SaleSmartly

How to use: Open SaleSmartly - [Mass Messaging], select the Telegram channel, choose the audience and content to send, supporting text, images, attachments, videos, and audio content, and then the system can send multiple messages with one click.

Features: Insert variable conditions, including names, phone numbers, and emails, to easily achieve customized mass messaging.

Cost: This feature is free of charge.

Click here for a free trial.

Sign Up Free

Group Management Bot @GroupHelpBot

How to use: Search for GroupHelpBot in Telegram, click start, add the bot to the group you want to manage, set it as an admin, then use the /settings command to set up a series of automated content according to your group's needs, like welcome messages, links to social media accounts or standalone sites, message deletion, user warnings, etc.

For a detailed tutorial, refer to this article.

Features: Meets most basic group management needs and supports custom skins, allowing it to become a channel-specific bot.

Cost: Basic features are free, advanced features cost around $10/month.

Text Extraction Bot @the_ocr_bot

How to use: Send an image to the bot, and it will automatically extract the text from the image.

Features: Helps users extract text information directly from images.

Cost: Free for English, charges apply for other languages.

Official Verification Bot @verifybot

The verification bot, as the name suggests, can add official verification to your group, channel, or bot, signified by a blue checkmark upon successful verification.

How to use: Send at least two of the following active social media accounts that can prove ownership:

TikTok
Instagram
Facebook
YouTube
Twitter
VK
Snapchat

Then, you'll also need to submit two articles in English mentioning you or your organization to assist with verification.

For specific requirements, refer to the official verification guide.

Features: A blue checkmark adds professionalism and credibility, but verification can be difficult and requires English articles for support.

Cost: Free of charge.

Translation Bot @Babelgram

How to use: Follow their channel @Babelgram News, then click /start and /inline.

Use the template provided by the official: [Your sentence to translate] from [Original language] to [New language]

Features: Perform language translations directly on Telegram, supporting most mainstream languages.

Cost: Free of charge.

Image Search Bot @Bing Image Search

How to use: Enter @bing + the image you want to find, and the bot will search Bing for images related to the description.

Features: Finds and sends the desired images directly on Telegram.

Cost: Free of charge.

File Conversion Bot @newfileconverterbot

How to use: Send the file you want to convert to the new file converter bot, and it will convert the file to the desired format. The supported formats by the bot are listed in the image below.

Features: Easily convert file formats within Telegram, with a Chinese system for convenience.

Cost: Free of charge.

Temporary Email Bot @DropMailBot

How to use: Click the blue box on the left side of the dialogue box, find /get, and the system will send you a temporary email.

Features: A temporary email is an anonymous mailbox that can protect personal privacy and prevent spam. It can be created without providing real information and can be destroyed at any time. However, it's not recommended to use temporary emails to register for important accounts due to stability and security issues.

Cost: Free of charge.

Website Security Check Bot @drwebbot

How to use: Send the website link or file you want to check in the chat box, and the system will feedback on whether the link/file has a virus.

Features: With the abundance and variety of information on Telegram, it's best to check any links for viruses before clicking to avoid trouble.

Cost: Free of charge.

Create Your Bot @BotFather

How to use: BotFather is a place to create and manage your bots, with detailed building tutorials available in this article. Once created, developers receive an API token to control the bot and access the Telegram API. These bots can be written in various programming languages such as Python, Java, JavaScript, etc.

Features: Requires some programming skills; you can set up your bot according to your needs.

Cost: Free of charge.

How to Choose a Suitable Telegram Bot?

1. Select according to needs

Telegram robots have various functions, and different robots have their specific functions. Therefore, both enterprises and individuals need to first clarify their needs. After determining the needs, you can refer to the robot recommendation list in this article to find a suitable tool and start trying it out.

Sign Up Free

2. Read user reviews

There are many types of robots on Telegram, but the quality varies. Before choosing a robot, you can check the real user reviews:

Source channel: Through the Telegram robot channel, community discussion

Focus: Is there a feedback channel? Does the function meet the needs of most users? Is the experience smooth?

3. Trial experience

The trial is a key step to verify whether the Telegram robot meets your needs. Here are the specific methods for trial:

Test the robot's functions: Use simple commands (such as /Start, /help, etc.) to check the robot's response speed and functional accuracy.

Record usage experience: record the problems and advantages encountered during the trial, and analyze the actual applicability of the robot

Privacy precautions: During the trial, avoid mentioning sensitive information, such as account number and password, to protect Telegram security.

Further Reading

+86 Reasons and solutions for not receiving verification codes on Telegram

What to do if Telegram "can only send messages to two-way contacts"? Teach you to remove the two-way TG restriction in one minute!

Is your Telegram account blocked? This unblocking appeal tutorial can help you.

A practical guide on how to remove restrictions on sensitive content in Telegram

Secure communication: How to prevent and resolve Telegram account theft?

Telegram channel full analysis: find more industry resources

Telegram tools you can't miss: Introduction to ten practical Telegram robots

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Is your Telegram account blocked? This Tutorial Could Help You

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### [Is your Telegram account blocked? This Tutorial Could Help You](https://www.salesmartly.com/en/blog/docs/telegram-blocked-unblcoked-appeal)

Is your Telegram account blocked? This tutorial can help you

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Is your Telegram account blocked? This Tutorial Could Help You

When you open Telegram and suddenly see the message "This phone number is banned?"

Whether it's on the Telegram mobile app or the PC version, did you get logged out automatically?

Don't panic if this happens! Here are four ways to appeal to Telegram's official team. Hopefully, they can help you successfully recover your Telegram account.

(The assumption is that you have not violated the rules severely. If that's the case, you might as well register with a new number.)

Materials Needed for an Appeal

Account Details

Make sure to provide complete and accurate account information, including your Telegram username, phone number, and email address.

Account Status

Check when your account was banned and try to identify any actions that took place around that time, which can help us better understand the reason for the ban.

Communication Screenshots

If you aim for a successful appeal, prepare relevant communication screenshots or other records as evidence, especially those that prove your account activities complied with the rules.

Proof of Account Activity and Statement of Compliance

Provide additional proof that your account is used normally, such as regular group interactions, routine interactions with friends, etc. You can also include a statement acknowledging your understanding of Telegram's Community Guidelines and Terms of Service.

Methods to Unban Your Telegram Account

Email Appeal

Use any email (doesn't have to be the one associated with the banned account) and send a message to one of the following addresses:

① abuse@telegram.org

② recover@telegram.org

③ login@telegram.org

Add the following content:

Email Subject:

Request for Telegram Account Unblocking, Banned phone number: +Country Code xxx xxx xx

Dear Telegram Support Team,

I was surprised to find my Telegram account ([Your Telegram Username or Phone Number]) blocked. I have always adhered to the Telegram Terms of Service and believe this block to be a mistake.

I respectfully request that my account's status be reviewed, and I would appreciate any instructions on how to resolve this issue. I am ready to provide any further information needed to facilitate the unblocking process.

Thank you for your time and assistance.

App version: 8.7.4 (26367)
OS version: SDK 30
Device Name: Android

Best regards, [Your Full Name]

Fill in the blue parts according to your specific situation.

Things to Note

Remember to include the country code when writing your phone number, +86 for China.

If your account wasn't severely violating the rules, it should be possible to log in to Telegram normally within 1-7 days after sending the email. Telegram's customer service team is small, so patience is key.

Provide as much detail as possible in your email about your account and the materials mentioned above to help customer service identify and resolve the issue quickly.

Appeal on the Official Support Website

Open the Telegram official support site on your phone or computer browser: https://telegram.org/support

Fill in the details of your issue, your email, and your phone number as per the official requirements. Don't forget the country code!

Appeal to the Official Bot (Only if Reported for Spam)

If your account was banned due to being reported for spamming, you could try contacting the Telegram bot @SpamBot.

This is under the assumption that you were not mass messaging but were mistakenly flagged. Otherwise, success in the appeal is not guaranteed.

Message the Official Twitter

Open Telegram's official Twitter https://x.com/smstelegram, and send a private message using the template mentioned above.

How to Reduce the Risk of Being Reported

What behaviors might lead to a Telegram account ban?

These include but are not limited to, sending spam, spreading malware, posting illegal content, harassing other users, and abusing automation tools (like bots). Any action that violates Telegram's Terms of Service and Community Guidelines could result in an account ban.

How to minimize the chance of being reported by users?

Firstly, ensure the quality of the content; avoid posting too much pure marketing or hard-sell information, which can cause discomfort.

Set up an "Unsubscribe Button" by linking your Telegram account to SaleSmartly. Follow the setup in the automation flow as shown below.

Trigger: Visitor sends a message - Exact match - Enter the keyword for unsubscribing (e.g., stop)

Add Visitor Tag: Choose a tag name, visible only to company employees, not displayed to customers.

In your next mass Telegram message, include a note at the end saying, "If you don't want to receive these messages, please reply with stop." The system will then categorize these users under the unsubscribe tag.

When sending out mass messages next time, remember to filter your audience.

Select "Advanced Filtering" - "Visitor Tags" - "Not Contain" - "Unsubscribe"

After setting this up, messages will no longer be sent to customers who have unsubscribed.

Further Reading

The Complete Telegram Security Guide: 3 Privacy Settings + Efficient Monitoring Tools

5 Steps Tutorial to Create a Telegram Bot: A Complete Guide (No-Code)

Telegram Marketing Southeast Asia: From Broadcast to AI Automation

How to Create Telegram Links: A Step-by-Step Guide for Personal Accounts, Groups & Channels

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How to Optimize Telegram Marketing with Salesmartly

The evolving trends in social media continue to serve as a key "barometer" for businesses exploring overseas markets. As of June 2023, Telegram emerged as the second most downloaded social networking app on the global Apple App Store, trailing only WhatsApp. This rapidly growing platform is gaining significant traction and opening up new business opportunities. For companies aiming to expand internationally, understanding how to leverage Telegram for marketing has become a top priority.

According to a recent report by overseas tech media outlet TechCrunch, Telegram is exploring a partnership with Tencent to transform Telegram into a "super app ecosystem" similar to WeChat. This announcement has sparked interest among users worldwide, particularly businesses looking to tap into Telegram's expanding user base. Tencent’s WeChat is China's largest social platform, renowned for its multifunctionality and massive user adoption, while Telegram is celebrated globally for its focus on privacy and advanced features. A potential collaboration between these two giants could significantly enhance Telegram's capabilities, offering users a more seamless and comprehensive experience.

Features of Telegram

Before launching marketing activities on social media platforms, we must first understand the characteristics of the social media platform. According to its characteristics, "prescribing the right medicine" may achieve twice the result with half the effort.

1. High privacy

As an encrypted instant messaging application that focuses on privacy and security, Telegram uses end-to-end encryption, and all content will not pass through its servers; its private chat function can automatically delete chat history when the user logs out.

2. A large number of people can be accommodated in groups

Telegram allows users to send and receive messages, pictures, etc. for free. Users can also create groups or channels that can accommodate up to 200,000 people. Users can also follow some organizational accounts to receive information push.

3. Multiple devices can be logged in

Telegram's seamless synchronization feature, users can log in from multiple devices at the same time.

4. Large market distribution

The main markets are distributed in India, Russia, Indonesia, Brazil, Europe, the United States, and other countries. If you want to expand to these places, you can consider using the Telegram platform.

How to find target groups on Telegram

If you want to find target customers on Telegram and start marketing, you must first join some targeted Telegram groups. The significance of groups is not only to post advertisements, but also to chat privately with strangers, you need to be in the same group with them.

1. Search

In Telegram, you can search for relevant groups by entering keywords, and then choose the suitable groups to join in.

2. Share and recommend

You can find suitable groups through sharing and recommendations from friends or other social media platforms and interest forums. This method makes it easier to find groups that meet your needs and the quality of the groups is also higher.

3. Group List

There are many group lists on Telegram. You can directly search for groups related to your needs on them.

How to carry out group marketing

After joining the target groups, we can start considering how to use the resources of these groups to increase brand awareness, find more potential customers, and drive conversions.

1. Identify your target audience

Before conducting marketing, we need to have a general understanding of our target audience, understand their characteristics and interests, and launch targeted marketing activities.

2. Speak more in the group

It is best not to do pure marketing at the beginning. You can first make yourself familiar with the group members, reply to comments more often, and let the group members have a basic impression of you. Then find opportunities to promote your products later.

3. Publish useful information

While speaking more, it is best for us to frequently output some valuable information. This will help leave a professional impression on group members and facilitate subsequent promotion of our products.

4. Respect group rules

We need to respect the rules of the group, not do anything that violates the rules, and not send private messages to harass others at will.

How to manage customers after marketing

After contacting the target customers, we need to start thinking about how to sell our products in the future. This process may be very long, and we need to contact the other party frequently and answer their questions. However, in reality, an employee usually has multiple accounts, and it is difficult to know the information of each account in time, so managing customers has become one of the difficulties.

1. Aggregate Account

If you want to know the information of each Telegram account in time, you have to find a tool that can aggregate all accounts. SaleSmartly, as an omni-channel customer communication platform, can aggregate multiple Telegram accounts. And it can also aggregate social media platform accounts such as live chat, WhatsApp, Facebook Messenger, Instagram, Line, Email, and WeChat. It helps overseas companies manage multiple accounts with one software, solving the pain point of account information being out of sync.

2. Add Guest tags

Categorizing customers based on their characteristics will help us launch more targeted marketing activities in the future. In addition to marking basic social media account channels and information, SaleSmartly allows you to customize visitor tags. This function is similar to the "Friends Grouping" function in WeChat, which can be filled in according to the characteristics of different customers. When facing a large customer base, this function can help employees quickly find the characteristics of customers and provide more personalized services.

3. Set up automated responses

The Telegram customer base of overseas enterprises comes from all over the world. Sometimes it is difficult to reply to customers in time due to time zone differences. This situation will accelerate customer loss in the long run. Therefore, for some common basic steps, we can directly set up automatic replies to reduce the waiting time of customers.

In the "Robot" module of SaleSmartly, you can add processes by yourself, and add "conditions" and "actions" according to your needs.

If you want to further use AI to help customers solve problems, you can add common questions and answers to the "AI Corpus" in SaleSmartly. When a customer asks these questions in Telegram, SaleSmartly can become a self-service help center and provide customers with corresponding answers.

Summarize

Telegram's rapid growth presents significant opportunities for global businesses, but leveraging it effectively requires more than recognition—it demands strategic action. SaleSmartly offers professional customer management features that streamline workflows, enhance service efficiency, and boost customer satisfaction, ultimately driving target customer conversions. It stands out as a valuable tool for businesses expanding internationally.

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### [Telegram Channel Full Analysis: Find More Industry Resources](https://www.salesmartly.com/en/blog/docs/telegram-channel)

In cross-border e-commerce industries that rely on poor information to make money, it is very important to obtain industry information and exchange experience promptly. Telegram  Channel has become the preferred platform for many sellers to obtain information due to its efficient transmission of information. This article will show you a deep understanding of Telegram channels and introduce how to find, join, and maximize the use of these channels, bringing a lot of practical resources to daily work.

Telegram Frequency channels Sketch

Telegram its unique channel function allows creators to publish messages to a large number of subscribers. These channels can be Public, anyone can search and join, or Private Can only be added through the invitation link.

Due to its one-to-many characteristics, the Telegram channel has become an ideal platform for spreading news, educational content, professional knowledge, and Commercial Publicity. WithTelegram'sm emphasis on user privacy and data security, users can safely trust this platform as a security channel for obtaining and sharing information.

Telegram the differences between channels and groups:

Channels are mainly used to broadcast messages to the public, while groups are more suitable for small-scale social intercourse and discussion. The biggest feature of the channel is that only the administrator has the right to publish the content, which enables the information transmission to be centralized and controlled, and all members of the group can speak freely. In addition, the channel can accommodate an unlimited number of subscribers, There is a maximum number of members in the group.

How do I find and join the Telegram channel?

You can use the search function built in the upper-left corner of the Telegram. Simply enter keywords in the search bar, and Telegram will display a list of channels related to these keywords. If you want to find a suitable Telegram channel, you can also find new channels through online forums, social media groups, or through friends' recommendations.

To ensure that the channel you join provides valuable content, you can use the following filtering methods:

Check channel activity: Do you regularly publish content? When is the latest post?

Observe subscriber feedback: is there positive feedback from subscribers at the bottom of the Channel? Does anyone share the content of the Channel?

Evaluation of content quality: Is the content published by the channel professional? Is there misleading information?

Considering the transparency of the channel: Does the channel indicate its purpose and management team? Is there a transparent contact information and content source?

Telegram channel introduction

1.SaleSmartly

SaleSmartly The channel regularly publishes content every week, covering the latest trends in the global e-commerce market to the marketing strategies of overseas social media platforms, where users can obtain the most cutting-edge information and practical guides. Whether you want to know the industry trends or master overseas social media, the SaleSmartly channel will help you.

Add link:https://t.me/salesmartly.

2. Telegram News

To maintain users' understanding of the latest functions, updates, and announcements of the platform, Telegram's official channels have played a vital role. This official source ensures first-hand and authoritative information and provides a reliable information channel for users. It can release updated information about Telegram itself promptly, Including the introduction of new functions, security enhancement, user interface improvement, etc.

Add link:https://t.me/telegram

3. Financial Times

As the world's leading commercial news publication, the Financial Times has always been the first choice for financial professionals and investors to obtain authoritative information. Its official Telegram channel focuses on providing subscribers with real-time breaking news to ensure that users can get in touch with major events affecting the global economy and financial markets in the first place. This channel has become a fast and reliable news source, allowing users to miss any important market trends, company statements, policy changes, or the release of economic data.

Add link:https://t.me/financialtimes

Common problem

How many Telegram channels can I join? Are there any restrictions?

Telegram has no clear limit on the number of channels that users can join. However, to ensure application performance and user experience, there may be some hidden restrictions. If you find that you cannot join more channels, you can consider leaving some inactive or no longer interested channels.

Is the channel I added to the Telegram safe? Do you have any security suggestions?

The security of the Telegram channel depends on the channel administrator and content. Although Telegram provides end-to-end encrypted private chat, channel messages are not end-to-end encrypted. Therefore, you should be careful to join channels, especially private channels, because you need to provide a mobile phone number to accept the invitation. It is recommended to add only those channels with a good reputation and be careful not to disclose personal information. In addition, you should be vigilant and avoid joining any channel that looks suspicious or promotes illegal content.

### [Secure Communication: How to Prevent and Resolve Telegram Account Theft?](https://www.salesmartly.com/en/blog/docs/prevent-and-resolve-Telegram-account-theft)

Telegram is a software that has always been known for its excellent security and privacy protection features. However, even so, Telegram accounts may still be hacked and stolen. The theft of Telegram accounts will not only infringe on personal privacy but may also cause financial losses and reputation damage to the company.

This article will start with how to identify a stolen Telegram account and tell you how to respond quickly after discovering that your Telegram account has been stolen. By raising awareness and preparation for these potential risks, it will help users better protect their Telegram accounts.

Common methods of hacking Telegram accounts

Phishing Attacks

Attackers often use phishing techniques to trick users into providing their personal information for logging in. They may send official-looking emails or messages to guide users to click on malicious links, and then let users enter their account information or scan QR codes on the fake Telegram login page to defraud accounts.

Man-in-the-Middle Attack ( MITM )

The attackers intercepted the communication between the user and Telegram servers. If the user accessed Telegram through an unsecured Wi-Fi network, the attackers could capture the logged-in information and steal it.

Account information leakage

If a user uses the same password across multiple services and one of them suffers a data breach, attackers could try to use the leaked information to steal the user's other Telegram accounts.

Malware and Spyware

By infecting the user's device with malware, attackers can remotely monitor the user's activities, record the user's keystrokes when logging into Telegram, and even directly steal Telegram's access token.

Social Engineering

Attackers may exploit human trust or curiosity to trick users into revealing their account information or performing actions such as clicking on malicious links or downloading suspicious attachments.

Signs of a hacked Telegram account

Login Issues

If you suddenly cannot log into your Telegram account, especially if you are sure that your login information is correct, there is a high possibility that your account has been stolen.

Friends receive abnormal messages.

If your friends start receiving messages that are not from you or that contain suspicious links and unusual content, your account may have been taken over by someone else.

Unauthorized Activities

If you notice changes in your Telegram account that you didn't make, such as changes to your profile, password, username, or other important settings, this may indicate that someone has logged into your account without authorization.

Receive verification code

Receiving a verification code notification without attempting to log in could be a sign that someone is trying to hack into your Telegram account. This is a warning sign that someone is trying to log into your account via SMS or phone verification.

How to deal with Telegram account theft

1. Try to recover your account immediately

Once you are sure that your Telegram account has been hacked, you can try to visit Telegram's account recovery page or use the "Forgot Password" function in the app to change a new password. Then follow the prompts and enter your phone number to receive a recovery code or further instructions.

If you cannot change your password, log out of your account on the Telegram official page to avoid greater losses.

2. Notify contacts

Then inform friends, clients, and other contacts through other channels (such as phone, email, or other social media platforms) to inform them that your Telegram account may have been hacked and ask them to ignore any suspicious or unusual messages.

3. Contact Telegram support

Report your account hack to Telegram's official support team so they can help you recover your account as quickly as possible. You can contact them via email or in the Telegram app.

Email: abuse@telegram.org

Telegram official support website: https://telegram.org/support

Telegram app: Search @TelegramSupport (if you can still log in to your account)

How to prevent a Telegram account from being stolen

Strong password policy

Use a long, complex password that combines uppercase and lowercase letters, numbers, and special characters. Try to avoid easily guessed passwords, such as birthdays or pure numbers.

Enable two-step verification

Enable two-step verification (two-factor authentication) in Telegram settings to add an extra layer of security to your Telegram account. After enabling two-step verification, Telegram will require you to enter a new password when logging in from a new device. This password is usually saved locally on your phone, which can effectively prevent your Telegram account from being stolen. To enable two-step verification: [Settings] - [Privacy] - [Two-step verification] - [Create password].

Setting up privacy and security

Some attackers can steal your Telegram account using your mobile phone number. You can go to [Settings] - [Privacy and Security] - [Phone number] - set [Nobody].

Update security settings regularly

.Regularly check and update your security settings, including passwords and two-step verification passwords. If Telegram is linked to an email address or mobile phone number, you should also regularly check whether the linked account is secure to prevent attackers from stealing Telegram accounts through other accounts.

Stay alert

Be wary of any suspicious emails or messages asking for your login information. Do not click on links from unknown sources! Do not download untrusted attachments!

Use a secure network connection.

Avoid using Telegram on public Wi-Fi or unsecured networks. If you must use it, consider using a secure tunnel to encrypt data transfer.

Check account login devices regularly.

Check your Telegram account login status at least once a month. In Telegram, click [Settings] - [Privacy] - [Logged-in Devices] to check whether any unauthorized devices have logged into your account. Terminate conversations with unknown devices. If necessary, click [Terminate all other sessions] to protect your Telegram account security.

Keep your software updated.

Make sure the Telegram software and login device are up to date to prevent known vulnerabilities from being exploited.

Frequently asked questions

Why is it possible to hack accounts even though Telegram has end-to-end encryption?

End-to-end encryption can protect account messages from being read by third parties, but the account itself may still be stolen due to password leaks, phishing attacks, or device security vulnerabilities. Therefore, in addition to relying on Telegram's encryption function, users also need to take other security measures.

If I use two-factor authentication, can my Telegram account still be hacked?

Two-factor authentication greatly improves the security of your account, but it is not completely secure. Social engineering, SIM card swapping attacks, and other means may still be able to bypass two-factor authentication, so always be vigilant!

What should I do if my Telegram account is stolen and cannot be recovered?

You can try to submit an appeal through Telegram. If the account is still bound to your mobile phone number, you can receive a verification code via SMS or phone call to retrieve your account. However, if the other party has changed the bound mobile phone number, it will be difficult to retrieve the account. In this case, it is recommended to re-register a Telegram account and improve the security of the Telegram account through the methods described in the previous part of this article to prevent account theft.

Further reading

1. Secure communication: How to prevent and resolve Telegram account theft? (salesmartly.com)

2. A practical guide on how to remove sensitive content restrictions on Telegram (salesmartly.com)

3. What to do if Telegram can only send messages to two-way contacts? Teach you how to remove the two-way TG restriction in one minute! (sale smartly)

### [Telegram Storage Optimization Guide: Efficiently Clear Telegram Cache &  Free Up Space](https://www.salesmartly.com/en/blog/docs/efficiently-clearing-telegram-cache)

As more and more people use Telegram for daily communication, the demand for mobile phone memory is gradually increasing. Whether you are an iOS or Android user or accessing it through the computer version, Telegram's large number of messages, media files, and caches can easily take up a lot of storage space. This will not only affect device performance, but may also become a hidden danger of privacy leakage, so it is crucial to clean up Telegram memory regularly.

The necessity of regularly clearing Telegram memory

Save storage space

Deleting unnecessary files and information can free up storage space on your phone or computer and prevent the device from running slowly due to full storage.

Improve performance

Cleaning cache and clutter can help apps run more smoothly with fewer crashes and lags.

privacy protection

Regularly cleaning up chat history and files, especially sensitive information, can reduce the risk of information leakage.

Organization Information

Deleting chats and files you no longer need helps you find important information and current conversations faster.

Data Management

Cleaning up old data allows for better management of current data and files, ensuring the importance and manageability of backups.

How to clear memory in Telegram

The operation of iOS, Android, and PC versions is similar

1. Click the three horizontal bars in the upper left corner and find [Settings]

2. Find [Data and Storage] in [Settings]

3. Click [Storage Usage]/[Storage Usage], find [Clear Cache]/[Clear Data] to clear the cache

How to set up automatic memory cleaning in Telegram

If you don't want to open the app frequently to clean up memory, you can choose automatic cleaning directly. Compared with manual cleaning, it can ensure that the app can continue to maintain the best condition when you are busy. The automated process not only improves efficiency but also ensures that Telegram always has a fast, smooth, and responsive communication environment.

The operation of iOS, Android, and PC versions is similar

1. Click the three horizontal bars in the upper left corner and find [Settings]

2. Find [Data and Storage] in [Settings]

3. Click [Storage Usage]/[Storage Usage] and swipe down to see this option.

Set by time: You can set it according to one day, one week, one month, and forever. After that time, the system will automatically clear the content. You can also choose separately according to the private chat, group, channel, and limited-time dynamics.

Set according to space: You can set it according to 5GB, 16GB, 32GB, and unlimited. It will be automatically cleared when the set memory amount is exceeded.

Manage Telegram automatic downloads.

To efficiently manage Telegram memory, in addition to regular cleaning, you should also start from the source and set up the automatic download configuration. By controlling which types of media can be automatically downloaded, you can reduce unnecessary data accumulation and avoid taking up too much storage space.

The operation of iOS, Android, and PC versions is similar

1. Click the three horizontal bars in the upper left corner and find [Settings]

2. Find [Data and Storage] in [Settings]

3. Set whether to download information in mobile data/WIFI/roaming network environments.

Best Telegram message management methods

For those who want to keep all the information on Telegram but don't want it to take up too much system memory, integrating the Telegram account into SaleSmartly is the best solution. In this way, you can directly access and use Telegram through the web client without worrying about the storage space of your phone or computer.

For users who manage multiple Telegram accounts, SaleSmartly provides more powerful functions, which can add all accounts to the platform, and manage and operate multiple accounts synchronously through a centralized control panel, greatly improving efficiency and convenience. This not only simplifies the account management process but also facilitates users to quickly switch between multiple accounts and keep information synchronized.

Further reading

1. Secure communication: How to prevent and resolve Telegram account theft? (salesmartly.com)

2. A practical guide on how to remove sensitive content restrictions on Telegram (salesmartly.com)

### [How to Set Up Telegram in Chinese (Simplified & Traditional): Full Step-by-Step Guide](https://www.salesmartly.com/en/blog/docs/set-up-telegram-chinese-version)

Why Use Telegram in Chinese?

Telegram’s strong privacy features have made it the go-to choice for many cross-border sellers when communicating with clients. However, since its interface is in English by default, Chinese sellers often face a language barrier that makes it harder to grasp how the app works, limiting their use of key features and affecting their overall experience. That’s why having a Chinese version of Telegram is so important for improving usability among Chinese users.

For global sellers, switching to Telegram Chinese has become a key way to work more efficiently. In this article, we’ll walk you through how to set up Telegram in Chinese using the official language pack. Whether you're on desktop or mobile, we provide clear, step-by-step instructions to help you seamlessly switch the interface to Chinese and overcome the language hurdle.

Note: Telegram's Chinese interface is implemented by installing an additional language pack, rather than replacing the entire system or software version. Therefore, this process will not cause changes in the application's functionality, nor will it directly affect your ability to develop customers in other regions. In short, the Chinese language pack only changes the display language of the user interface, allowing Chinese users to use Telegram in a more familiar language environment, while the application's functions and performance remain unchanged.

How to Set Up Telegram Chinese on PC

Step 1: Log in to Telegram on PC

Step 2: Select the Chinese language pack

According to your needs, you can click the following link to select the corresponding Chinese language version:

Simplified Chinese (for mainland users): https://t.me/setlanguage/zhcncc

Traditional Chinese (applicable to Hong Kong): https://t.me/setlanguage/zh-hant-raw

Traditional Chinese (applicable to Taiwan): https://t.me/setlanguage/zh-hant-beta

Step 3: Confirm the language pack application

After clicking the link, the browser will prompt you whether to open the Telegram Desktop client. Please click "Open Telegram Desktop," and your computer will automatically switch to the Telegram software.

Step 4: Apply the Chinese language pack

In the Telegram software, a window will pop up showing the details of the Chinese language pack you selected, including the completion of the translation. Please check that the information is correct and click the " Apply Language" button.

Step 5: Complete language switching

After applying the language pack, the Telegram client will immediately switch to the Chinese interface. You can confirm whether it has been successfully switched to the Chinese version by the text displayed on the interface.

How to Set Up Telegram Chinese on Mobile

Step 1: Log in to Telegram

Open the Telegram app on your phone and log in to your account.

Step 2: Select and apply the Chinese language pack

You can select and apply the Chinese language pack in one of two ways:

Operation in Telegram: Copy and paste the following Chinese language package link that suits your needs into Telegram's "Saved Messages" and click the link:

Simplified Chinese (for mainland users): https://t.me/setlanguage/zhcncc

Traditional Chinese (applicable to Hong Kong): https://t.me/setlanguage/zh-hant-raw

Traditional Chinese (applicable to Taiwan): https://t.me/setlanguage/zh-hant-beta

Operation in the browser: Copy one of the above links into the address bar of the mobile phone's browser, then click the "SET LANGUAGE" button on the page.

Step 3: Confirm the language pack application

After clicking the link, a pop-up window will appear in the Telegram APP showing the translation progress and related information of the Chinese language pack. After confirming that everything is correct, select "Change" to apply the new language settings.

Tips for Using Telegram in Chinese

1. Switch between Simplified Chinese and Traditional Chinese

Users in mainland China and Hong Kong, Macao, and Taiwan may need to switch between Simplified Chinese and Traditional Chinese frequently.

Click on the [three horizontal lines] in the upper left corner — 【set up】 - 【language】 — Find Simplified Chinese and Traditional Chinese and select

2. Update the Chinese language package version in time

Since Telegram is updated regularly, it may affect the compatibility of language packs, so users should check the compatibility of Chinese installation packs regularly. You can bookmark the above simplified Chinese and traditional Chinese websites to download the latest version of Chinese installation packs.

3. Make full use of Chinese community resources

There are some high-quality Chinese groups and channels on Telegram. Users can search for "Chinese technical support" to find some resources and see if there is information that meets their needs.

(Note: There are many scammers on Telegram, don't click on links or download content easily)

4. Quickly find setting options through the search function

If you are not sure where a certain feature is located, you can make full use of Telegram's built-in search function to easily find the relevant settings page.

Click on the upper left corner [three horizontal lines] — 【set up】 — Click [Search] in the upper right corner — Enter the function you want to set

Why Setting Telegram to Chinese Improves Work Efficiency

Benefit

Description

Language Convenience

Operate Telegram completely in Chinese, reducing confusion and misclicks.

Higher Productivity

Understand menus faster and perform tasks more accurately.

Better Customer Communication

Respond to inquiries faster without translation delays.

Note: Telegram's Chinese interface is implemented by installing an additional language pack, rather than replacing the entire system or software version. Therefore, this process will not cause changes in the application's functionality, nor will it directly affect your ability to develop customers in other regions. In short, the Chinese language pack only changes the display language of the user interface, allowing Chinese users to use Telegram in a more familiar language environment, while the application's functions and performance remain unchanged.

Take It Further: Manage Telegram Conversations with Multilingual Support in SaleSmartly

SaleSmartly is an all-in-one customer messaging platform built for businesses expanding globally. With native Telegram Bot integration, it helps you to create a seamless customer experience and close the engagement loop right inside Telegram.

For example, when domestic cross-border e-commerce sellers conduct business operations on Telegram, they often use multiple accounts to carry out group promotion and management activities. Although this approach can help them effectively promote in different groups, frequent account switching may affect the stability of the account and make it easy to miss important information. To solve the problem of multi-account social media operation, SaleSmartly's omnichannel chat software provides an integrated solution:

Omnichannel chat: SaleSmartly provides an integrated management platform that allows sellers to easily monitor and manage information from multiple Telegram accounts on a single interface. In addition to basic message sending and receiving, it can also integrate customer information from each account to achieve centralized data analysis and processing.

One-click bulk messaging: When conducting group promotion, such as group washing and group speculation operations, SaleSmartly's one-click group messaging function can greatly save time and energy. Sellers can quickly send unified information to multiple groups without having to log in to each account one by one, which improves promotion efficiency.

Automated replies: For common basic questions, SaleSmartly allows sellers to set up automatic replies to ensure that customers still get instant responses during busy times or off hours.

Auto-Detect Language & Real-Time Translation: Customers messaging in Thai, Spanish, or one of 134 other languages? SaleSmartly detects the language automatically and translates messages in real time, so your team can reply quickly in Chinese, without language barriers getting in the way.

But localizing Telegram is only the beginning. To truly communicate with a global audience, you need a system like SaleSmartly that centralizes conversations, automates messaging, and boosts service efficiency.

If your business:

✅ Already uses Telegram for international sales
✅ Needs smoother team collaboration
✅ Wants to break down language barriers
✅ Aims to increase conversions and support productivity

Then it’s time to try SaleSmartly. Turn better customer management into sustainable business growth.

Sign Up Free

FAQ: Telegram Chinese Version

Q1: Will installing the Chinese language pack affect existing features?

No. The Chinese localization only changes the interface language. All core functions remain unchanged. The official Telegram Chinese language pack is securely verified and safe to use.

### [Master Telegram Multi-Login: Use One Account on Any Device](https://www.salesmartly.com/en/blog/docs/telegram-multi-device-login)

When working in a team, we often face a problem: how to operate the same Telegram account on different devices without having to switch all the time? Because companies often need multiple team members to participate in customer communication and service together, but many social media applications often do not support multi-device login. This article will provide a tool that supports the Telegram one-account multiple-account function to help companies solve this problem.

Why You Need Multi-Login on Telegram

Seamless Multi-Device Usage

Switching Between Home and Work Computers: Multi-login allows users to seamlessly switch between personal and work devices, ensuring continuous communication and workflow.

Syncing Across Phones, Tablets, and Other Portable Devices: Stay connected on any device with real-time message and file synchronization, enhancing productivity on the go.

Boosting Work Efficiency

Managing Projects or Conversations Simultaneously: Team members can operate the same Telegram account across multiple devices, effortlessly switching between chats and allocating attention and resources more effectively.

Fast File and Information Sharing: Multi-login enables users to quickly share files across different chats and groups, accelerating information flow, decision-making, and execution.

Ensuring Information Synchronization

Avoiding Delays or Missed Messages: With real-time synchronization across all devices, multi-login reduces the risk of missing important messages due to device switching, ensuring timely and accurate communication.

How to enable Multi-Login on Telegram

1. Open SaleSmartly and log in to the Telegram account you want to open in [Integration]. SaleSmartly supports integration with the Telegram bot and Telegram personal account.

2. Click [Team Management] and add all team members responsible for the account.

3. Then team members can get information from the Telegram channel in [Online Chat] and respond.

4. You can make further chat settings in [Project Management] later, including automatic session allocation, priority robot reception, etc.

5. If the manager wants to check the service status of each member, he can find the allocation details of each member in [Channel Analysis], which clearly shows the number of customers received by the member.

Frequently asked questions

When using Telegram on multiple devices, how can I ensure that messages are synchronized without delay?

After integrating Telegram into SaleSmartly, SaleSmartly will automatically synchronize messages on all devices. If you encounter delays, you can first check the network connection of your device.

Can I set different notification preferences for different devices?

SaleSmartly allows users to customize notification settings on each device. You can set different notification modes according to your personal preferences, such as silent or keyword reminders.

How to ensure the security of the account when using Telegram to have multiple accounts?

To ensure account security, team members must be removed from the project as soon as possible after leaving the team. Regularly check the active session list to ensure that all logged-in devices are your own devices. For sensitive content, you can use Telegram's "Secret Chat" feature to provide end-to-end encrypted security.

What should I do if my Telegram account is hacked?

If your Telegram device is lost or stolen, you should immediately log in to Telegram from another device, go to the "Device" or "Active Sessions" section in "Settings", find the session of the lost device from the list, and terminate it. And immediately change your Telegram account password and enable two-step verification to add an extra layer of security.

Further reading

A must-have Telegram tool: Introduction to ten practical Telegram robots (salesmartly.com)

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates (salesmartly.com)

Is your Telegram account blocked? This tutorial can help you (salesmartly.com)

### [Telegram Traffic Routing: How to Distribute Bot Users Efficiently](https://www.salesmartly.com/en/blog/docs/telegram-diversion-link)

When publishing articles on social media platforms, businesses often attach a link to the Telegram Bot at the end of the content to guide potential customers to join their private domain for deeper marketing interactions. However, traditional link sharing is prone to the following problems. For example, once the link is blocked, users cannot enter our Telegram Bot even if they are interested, or once a large number of users join at the same time, the link may be temporarily blocked by Telegram because it cannot handle it. To avoid this situation, businesses can try to use diversion links for external promotion.

Through diversion links, merchants can efficiently manage user traffic and assign users to different Telegram robots by designing multiple entry points. This not only prevents any single robot from being blocked due to overload but also guides users to specific robots based on their entry time or source, thereby providing a more personalized user experience.

What is the Split Link?

Divert links are dynamic links that are different from traditional static links because they can be associated with more Telegram Bot Links. A key feature of divert links is that they allow users to update and adjust the content that the link points to without changing the externally displayed link format. The content of a general static link cannot be changed once it is created.

Diversion links provide a wider range of application scenarios. They can not only be used for information acquisition, but also perform various operations according to preset rules, such as website promotion, user information collection, and activity sharing. Compared with fixed links, diversion links show higher adaptability and functionality.

Use cases for Telegram Bot diversion links.

Multiple Telegram Bot links are integrated into a unified group joining link.

The mechanism of diversion links allows redirecting each visitor to a different Telegram Bot, thus ensuring the long-term validity of the link. Unlike static links, the dynamic nature of diversion links allows the content to be changed. This method can avoid the problem of a large number of users joining a Telegram Bot at the same time, or being unable to join because the link is blocked.

Split a Telegram Bot link into multiple group links.

The use of diversion links can more accurately track and analyze the customer sources and conversion effects from the Telegram Bot. By monitoring the click data of different links and subsequent conversion activities, companies can gain deeper insights into market responses and consumer preferences, thereby optimizing their marketing strategies and sales processes on social media platforms. Diversion links can also help to reasonably distribute workloads, effectively preventing a single Telegram Bot from being unable to respond to customer needs immediately due to overload.

How to create a Telegram Bot Split link in SaleSmartly

1. Open SaleSmartly, find [Robot] - [Split Link], and click Create Link

2. Select the channel you want to split traffic. Currently, SaleSmartly supports WhatsApp, WhatsApp API, and Telegram Bot.

3. If you select [split by time], you can select different dates and times according to your needs, with accuracy down to the minute.

4. Click [Finish Creation] to generate the split link

Frequently asked questions

Will the use of split links affect user experience?

When configured and managed correctly, split links will not only not affect the user experience, but can improve it. Users usually do not notice that they are redirected to different Telegram Bots, but will only experience faster response times and more efficient services. However, if the diversion logic is not set up properly, it may cause user confusion or repeated guidance, which requires careful planning and testing of your diversion strategy to ensure a consistent user experience.

Does using split links affect the security of the Telegram Bot?

Split links themselves do not affect the security of Telegram Bots. These links simply redirect users from one entry point to different Telegram Bots. The key to ensuring security is to use a trusted diversion service provider, such as SaleSmartly. Keep all bots following best security practices, such as regularly updating and protecting API tokens.

If a Telegram Bot has a problem, what happens to the split link?

If the traffic diversion service detects that a Telegram Bot is unavailable or down, it can automatically redirect users to other Bots that are running normally. This usually requires setting up health checks or status monitoring in the diversion service to ensure that traffic can be correctly distributed in real time.

Further reading

Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices (salesmartly.com)

The best guide on how to search and join Telegram groups: helps you quickly join any chat room (salesmartly.com)

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates (salesmartly.com)

### [+86 Not Receiving Telegram Codes? Reasons and Quick Solutions](https://www.salesmartly.com/en/blog/docs/telegram-cannot-receive-verification-code)

In recent years, the Telegram platform has attracted the attention of many cross-border e-commerce sellers with its wide international user base and privacy protection features. They hope to expand the market through Telegram and communicate with more overseas users. However, when many sellers took the first step - registering an account, they encountered an unexpected obstacle: they could not receive the verification code from Telegram. To solve this problem, this article will introduce the various possible reasons for failing to receive the verification code and a series of targeted solutions, hoping to help cross-border sellers complete the Telegram registration.

Reasons why mainland China mobile phone numbers cannot receive verification codes

For users with +86 mobile phone numbers in mainland China, the problem of not receiving Telegram verification codes is particularly common. This is mainly due to the following reasons:

1. Carrier Restrictions

Mobile operators in mainland China have certain restrictions on international SMS services. These measures may include the screening of international signaling codes, automatic review of SMS content, and possible SMS interception. Therefore, even if Telegram sends a verification code, these SMS messages may be blocked by operators before reaching the user's phone.

2. Number blocking

To prevent abuse, the Telegram system has certain restrictions on multiple logins and logouts within a short period and repeated verification code requests. If a user requests to send a verification code multiple times in a short period, the system may temporarily blacklist the mobile phone number and prevent further verification code sending.

3. Network Issues

The quality of the network connection of the user's mobile phone directly affects the reception of SMS. The mainland has strict management of the Internet and restricts access to some international Internet services. Although Telegram is not directly blocked, the relevant policies may affect the flow of cross-border data, thereby indirectly affecting the sending and receiving of verification code SMS.

4. Application Problems

If the user's Telegram app version is too old, it may not be compatible with the latest service agreement or the app itself has defects, which may result in the inability to receive the verification code. Regularly updating the Telegram app to the latest version can ensure the stability and compatibility of the software.

5. Security Measures

Telegram monitors account activity for security. If you’ve been switching devices, logging in from unusual locations, or requesting codes too frequently, the system might flag your account and require extra verification.

Solution to Telegram not receiving verification code

1. Register with a different mobile number

The most direct way is to try to register with another mobile phone number. The receipt of the verification code is very random, especially for users in mainland China, even if the mobile phone numbers all start with +86 and are in the same network environment. Some users receive the verification code very quickly, but some people can never receive it. This phenomenon may occur under the same network conditions. So if you have multiple mobile phone numbers on hand, you might as well switch to another one to try to receive the verification code.

2. Use phone verification

If you initially tried only SMS verification, we recommend trying phone verification.

If you do not receive a call after trying phone verification, you need to confirm that your phone can receive international calls. There are usually three reasons why you cannot receive a call:

(1) Your phone may have an automatic blocking app installed, which may have mistakenly blocked Telegram's international verification calls as spam or fraudulent calls.

(2) The mobile number may not be able to receive international calls.

(3) Some operators may restrict international calls based on different regions and periods, so you may try a few more times.

3. Completed through the code-receiving platform

Through the code-receiving platform, users can rent virtual mobile phone numbers to receive verification codes from different websites. This method is an effective solution to the problem that domestic users cannot receive Telegram verification codes.

The operation process is as follows:

3.1 Choose a reputable online SMS verification code receiving platform.

3.2 Register an account on the selected platform and deposit funds to use the service.

3.3 Select the country and carrier you want and get a virtual mobile number.

3.4 Enter the virtual mobile number you obtained in the Telegram registration interface, and Telegram will then send a verification code to that number.

4. Contact Telegram's official customer service

If the above methods do not work, please wait patiently. It may be due to system problems. If it is still not resolved after a few days, please contact Telegram's official customer service.

Contact Template:

Dear Telegram Support,

I am facing issues receiving the verification code to access my Telegram account. Here are my details and the measures I've already taken:

Phone: [Your Full Phone Number with Country Code] Device: [Your Device Model] Issue: Verification code not received via SMS or call. I have verified my phone number, checked network accessibility, and confirmed there are no blocks on international calls/SMS. Despite repeated attempts, the code has not been sent.

Your assistance in resolving this matter is crucial for my continued use of Telegram.

Thank you,

[Your Full Name]

5. Try Email Registration (New Users Only)

New users can sign up using an email address instead of a phone number. This is a great workaround if you’re not receiving SMS codes.
Steps:

5.1 Use a working email address (Gmail or Outlook recommended).

5.2 On the Telegram login screen, choose “Register with Email”.

5.3 Follow the instructions to verify your email.

Tips for Maintaining Your Telegram Account

Many cross-border sellers make the mistake of jumping into promotion too quickly, sending bulk messages, joining lots of groups, etc. This can get your new account restricted or banned. Instead, take time to maintain your Telegram account and build normal activity patterns.

✅ Why Maintain Your Account?

Telegram looks for unusual behavior that might signal a bot or spam account. If your new account:

Joins too many groups too fast

Switches devices often

Sends lots of links or repetitive messages

It could get flagged, leading to:

Limits on sending messages

Trouble joining groups

Account suspension or additional verification

How SaleSmartly Helps Avoid Bans from Account Switching

SaleSmartly lets you manage all your messaging channels, including multiple Telegram accounts, in one place  (including bulk Telegram account messages). This means no more switching devices or apps, which reduces the risk of getting flagged or banned.
With all your conversations in one inbox, you can respond faster and never miss a message. That’s especially useful in cross-border trade, where timing matters and customers are in different time zones.

📕 Learn more about All-Channel Aggregation here: Lesson 1 | Why Omnichannel Tools Are Essential for SMBs Going Global

Frequently asked questions

How to avoid frequently logging into different accounts when operating Telegram with multiple accounts?

When managing multiple Telegram accounts, Telegram may involve frequent switching of accounts, and this process usually requires repeated receipt and input of verification codes to complete the login. To avoid this cumbersome operation that may cause security issues, all Telegram accounts can be integrated into the SaleSmartly platform. Such integration not only greatly reduces the security risks that may be caused by repeated logins and logouts, but it can also synchronize information from multiple accounts, ensuring that users can seamlessly manage and receive messages from all their Telegram accounts. Users can improve efficiency, enhance the security of their accounts, and enjoy convenient centralized management.

Why can I receive the verification code from Telegram via phone call but not via SMS?

If the verification code from Telegram can be received via phone call, but not via SMS, this may indicate a specific SMS reception issue with the user's phone or carrier. It could be a configuration issue with the SMS Center (SMSC), or the carrier is restricting SMS from Telegram. The user should check the SMS settings on their phone and contact their carrier to confirm the status of the SMS service.

What is the solution for temporary blocking caused by frequent requests for Telegram verification codes?

If a user's Telegram account is temporarily blocked due to frequent verification code requests, it is recommended to wait for a while. Usually, this blockage will be automatically lifted within a few hours to a day. During this period, avoid repeated attempts to send verification code requests. If the blockage lasts for a long time, users can try to contact customer service through Telegram's official support channels for help.

Further reading

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates

Telegram traffic diversion link: Efficiently distribute user traffic of the Telegram Bot

Telegram channel full analysis: Find more industry resources

The best guide on how to search and join Telegram groups: helps you quickly join any chat room

5 Steps Tutorial to Create a Telegram Bot: A Complete Guide (No-Code)

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### [How to Remove the Restriction of "You Can Only Send Messages to Mutual Contacts" On Telegram](https://www.salesmartly.com/en/blog/docs/remove-mutual-contacts-restriction-on-telegram)

Telegram is one of the most widely used instant messaging software in the world and an important tool for many companies to conduct overseas business. However, many companies will encounter a problem when using Telegram to conduct business: "Sorry, you can only send messages to two-way contacts at present". This restriction means that users can only chat privately with users who have been added as contacts, which will undoubtedly affect the company's external business expansion. This article will provide a detailed introduction to three methods and their corresponding steps to help companies remove Telegram's two-way restriction.

What is Telegram's two-way limit?

Telegram's two-way restriction means that users can only send messages to users who have added each other as contacts on the Telegram platform. Even if both parties are in the same group or know each other's TG number, as long as the two parties are not friends with each other, messages cannot be sent.

Why is there a two-way restriction?

In order to prevent users from being harassed by spam messages, Telegram has restricted Telegram accounts that frequently send spam messages, abuse the group chat invitation function, and frequently send messages to unadded friends. However, some domestic mobile phones have been restricted without doing anything. This is because Telegram has large restrictions on domestic mobile phones. Many people who register Telegram accounts with +86 mobile phone numbers will basically encounter this problem.

How to remove the two-way restriction on Telegram?

1. Add a Telegram bot

The official way given by Telegram to lift Telegram's two-way restrictions is to file an appeal through Telegram's official robot @SpamBot.

(1) Open a chat window with @SpamBot (two ways)

① In the "Can only send messages to two-way contacts" window, click "More information" to enter

② Enter "@SpamBot" in the search box and select the account with a blue checkmark behind it.

Attention! Be sure to look for official robot accounts with blue checkmarks! There are many fake SpamBot accounts, and your account will be stolen if you click on them!

(2) After entering the chat window with @SpamBot, have the following conversation.

①Click "START"

②After the robot responds, click “Submit a complaint” in the pop-up window.

③Click "No, I'll never do any of this!"

④Finally, enter this sentence in the dialog box, "I don't know. I think nothing went wrong. But I am unable to send any message to anyone." (You can directly copy and paste it into Telegram to send)

After doing this, the appeal step is completed. However, the time to lift the two-way restriction on Telegram varies from person to person. It may take from half an hour to a few days. You can try to send messages normally after a while. If the two-way restriction is still not lifted, you can appeal again after one or two days.

2. Send an email to Telegram to apply for unblocking

However, if your account has violated the rules many times, the time of Telegram's two-way restriction will be longer. The restriction cannot be lifted through SpamBot alone. You can only see the time of lifting the restriction (the specific operation is the same as the above steps, and the last information of SpamBot will show the unblocking time). If you need to completely unblock your account, you need to send an email to Telegram to apply for unblocking.

For specific unblocking tutorials, please refer to this article: Telegram account shows as banned? This unblocking appeal tutorial can help you (salesmartly.com)

3. Register a Telegram account using a foreign mobile phone number

If the two-way restrictions cannot be lifted after trying the above operations, it is recommended that the company use the code receiving platform to obtain a foreign IP mobile phone number and re-register a Telegram account to conduct business.

How to avoid Telegram two-way restrictions?

In practice, users may sometimes be subject to official communication restrictions due to violations of platform regulations, which prevents them from communicating directly with other users. Or they may want to establish connections with potential customers, but find that these customers are also subject to two-way restrictions for specific reasons, making it impossible to establish connections with them.

To solve this problem, we can directly create a Telegram robot. These robots act as intermediaries, directly bypassing the restrictions of Telegram personal accounts, allowing restricted users to pass messages to each other through Telegram robots. Therefore, the concept of two-way robots has gradually become popular, allowing both parties to communicate even under two-way restrictions.

How to create a Telegram two-way bot?

1. Search for BotFather in Telegram, which is Telegram’s official robot creation channel, and then click start.

2. Then follow the instructions above to create your robot:

First, enter /newbot to start it, then after receiving the following message, enter the name of your robot according to the instructions.

3. Then you must set a username for the bot. The username needs to end with bot, such as SaleSmartlyofficial_bot.

When you create it successfully, it will send you a congratulatory message containing the robot's unique link and HTTP API.

Note: HTTP A PI Token is the key for the robot to communicate with the Telegram system. Be sure to keep it safe!

How to use the Telegram two-way robot?

Since Telegram robots themselves cannot chat directly on the Telegram platform, they need to use external chat software to achieve complete interaction. So in order for this two-way robot to be able to effectively communicate and interact with customers, we need to integrate it into SaleSmartly.

1. First, you need to add your robot name to your personal account profile

2. Open SaleSmartly-[Integration]-Telegram Bot, click Add Device, and then copy the HTTP API you just obtained to the [Telegram Bot Token] location.

3. If you already have a bot, you can go back to BotFather in Telegram and send /mybots to find your HTTP API token.

4. After the binding is successful, the messages sent by customers to the Telegram robot can be seen and responded to in the SaleSmartly dashboard. This will successfully bypass the two-way restrictions and enable normal conversations with every Telegram user.

Further reading

Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices (salesmartly.com)

Secure communication: How to prevent and resolve Telegram account theft? (salesmartly.com)

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates (salesmartly.com)

A practical guide on how to remove sensitive content restrictions on Telegram (salesmartly.com)

### [How to Set Up Telegram Auto-Reply:  Three Methods to Help You Master It](https://www.salesmartly.com/en/blog/docs/telegram-auto-relpy)

When marketing on Telegram, quickly responding to user inquiries is one of the key factors to increase the number of orders. However, it is often difficult for manual customer service to reply to user messages online instantly 24 hours a day, so it is particularly important to configure Telegram's automatic replies. In this article, we will introduce three ways to set up Telegram's automatic reply function to help companies achieve more efficient customer service.

Why use Telegram auto-reply

1. Improve customer experience

When customers make inquiries, they usually expect the company to respond quickly. If the company's response speed is too slow, customers may lose patience and lose customers. By setting up Telegram automatic replies, companies can quickly respond to user inquiries within a few seconds, thereby improving user satisfaction and promoting user purchase decisions.

2. Cost savings

When conducting Telegram marketing, companies may receive inquiries from customers in different time zones. Due to time differences, corporate accounts may need to respond to customer inquiries around the clock, but setting up a 7*24-hour customer service team will incur high costs. By setting up automatic replies on Telegram, companies can effectively reduce labor costs. Especially when dealing with common inquiries, robot automatic replies can free up the time and energy of human customer service staff, allowing them to focus on answering customers' more personalized questions.

3. Multi-language support

Also, because the customer base is spread all over the world, it may be difficult for manual customer service to quickly recognize and communicate in the customer's language when responding. Setting up Telegram automatic replies can allow the robot to automatically recognize the language sent by the customer, and better provide more accurate and convenient services to customers in different regions.

Three ways to set up automatic replies

1. Create your own Telegram auto-reply bot

(1) Open Telegram and search for BotFather ( pay attention to the account with a blue check mark ! There are many fake BotFather accounts! Be careful to identify them! )

(2) Click Start

(3) Click /newsbot

(4) Give your bot a name (ending with “bot”)

(5) Get the robot’s API number (API is very important and can be used to control your machine. Please remember it and don’t tell others)

In this way, a BotFather robot is set up, but BotFather itself does not support the direct configuration of the automatic reply function. If an enterprise wants to use BotFather for automatic replies, it needs to have certain programming skills. For specific programming configurations, please refer to this article.

2. Set up automatic replies through Telegram merchant membership

The automatic reply function for Telegram merchant members is only available in the new version of the Telegram application, which costs US$209.99 per year. Simple automatic replies can be set, while complex automatic replies require a third-party chatbot.

(1) Open Telegram and click the three horizontal bars in the upper left corner.

(2) Click [Settings]

(3) After entering the settings page, scroll down and find the small house icon [Telegram Business]

(4) The automatic reply function can only be used after activating the payment (enterprises with this need are advised to try it for one month and then consider whether to renew the subscription later)

(5) After the service is activated, you can set up a simple automatic reply. Enterprises can set up corresponding functions based on their current business needs.

3. Set up automatic replies on Telegram via SaleSmartly

Since Telegram's automatic reply function is relatively simple, it may not be able to meet customers' more complex consulting needs. For those companies that need more flexible and convenient automatic reply functions, SaleSmartly's automatic reply robot is a good choice. SaleSmartly not only provides a simpler automatic reply setting but also incorporates advanced AI technology  SaleSmartly robot can intelligently identify similar needs sent by users. Once the user sends relevant content, the robot will automatically trigger and give a corresponding reply.

(1) After integrating the company's Telegram account into the SaleSmartly platform, find [Robot] - [Automated Process] - [New flow] - select [Telegram App] in the pop-up window.

(2) Once created, you can set triggers, conditions, and actions based on the company's response needs, to respond to customer needs more accurately.

For detailed automation configuration, please refer to this tutorial: Automation Process-SaleSmartly-Help Center-SaleSmartly User Guide to view more automation functions.

Further reading

Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices (salesmartly.com)

A practical guide on how to remove sensitive content restrictions on Telegram (salesmartly.com)

+86 Reasons and solutions for not receiving verification code on Telegram (salesmartly.com)

How to set up the Chinese version of Telegram and complete the Chinese version of Telegram (salesmartly.com)

### [Mastering Privacy on Telegram: Activate Secret Chats and Self-Destructing Messages](https://www.salesmartly.com/en/blog/docs/telegram-secret-chats)

Telegram has gained great popularity worldwide due to its high attention to user privacy and information security. In addition to providing strong encryption and privacy protection functions, Telegram also has private chat and self-destructing functions. These functions are particularly suitable for use in scenarios where sensitive information needs to be protected, such as when companies have private conversations but cannot meet offline to communicate.

Enterprises and individuals can enjoy information encryption services by enabling Telegram private chats and setting the read-and-destroy function to automatically delete messages sometime after reading to avoid information leakage. This article will detail how to enable private chats and set the read-and-destroy function in Telegram to help enterprises better protect information privacy and security.

What are Telegram private chats and self-destructing messages?

Private chat is a chat mode officially set up by Telegram that is designed for information privacy. This function uses end-to-end encryption technology to transmit information to ensure that the information can only be read by the two parties in the chat, preventing third parties including the Telegram server from obtaining the information content.

Self-destructing messages are an extended feature of private chats. This feature allows users to set a message destruction time. When the time is up, the message will automatically disappear from the devices of both parties, thus avoiding the risk of information leakage caused by long-term storage of information.

Features of Telegram private chat

1. One-to-one chat: Private chat can only be conducted between two accounts, group chat is not supported, and only one person is allowed to have a private chat at the same time.

2. Synchronous deletion of chat history: If one party in the chat deletes the conversation history, the chat history in the other party’s device will also disappear at the same time.

3. Device restrictions: Private chats cannot be conducted on the web or Windows computers. If users want to use the private chat function on their computers, they need to install a mobile phone emulator to do so.

How to start a private chat on Telegram

Open Telegram — [Click on a friend window] — [Click on the friend's avatar to enter the friend's homepage] — Click [︙] in the upper right corner — [Start Secret Chat] — A pop-up window will ask you whether to turn it on. Click [Start] to enter the private chat window.

After starting a Telegram private chat, a new chat window will be opened. This model has the following four functions:

Use end-to-end encryption

Chat history will not leave any traces on Telegram servers

Support self-destructing

Do not forward messages

In addition, for privacy protection reasons, after the private chat window is opened, Telegram will enable the screenshot restriction function, and the built-in screenshot function of the mobile phone will not be available. If one party in the chat uses other technologies to force a screenshot, the system will prompt both parties. (To provide a more detailed tutorial, this article uses a third-party tool to demonstrate this process.)

How to set up self-destructing messages in Telegram

Click the dial shape next to the avatar (the dial on the iOS side is on the right side of the chat box) - In the pop-up window, select the time for the self-destructing message (it is recommended not to be too short, otherwise the message will be deleted before the other party has finished reading it)

Improve your Telegram chat experience with SaleSmarly.

Telegram private chat is usually only used in some special scenarios, while in daily communication, most users still use Telegram regular chat window. Especially for foreign trade companies, they often need to communicate with a large number of customers or partners. To efficiently manage information on Telegram, companies can use omnichannel private domain communication tools such as SaleSmartly. SaleSmartly provides a Telegram account integration function, supports information integration and automatic reply settings for multiple Telegram accounts, and can help you manage conversation information more efficiently.

1. Multi-account management: If an enterprise needs to manage private chats of multiple Telegram accounts at the same time, all conversations can be centralized on the SaleSmartly platform, making it easy to quickly view and reply to messages.

2. Automatic reply function: By setting up automatic replies to common questions, companies and customer service staff do not need to handle each Telegram message manually, and can respond to customer needs promptly, avoiding the impact of delayed replies on customer experience.

3. Add chat tags: SaleSmartly also provides the function of tagging customers. Company employees can classify customers according to customer needs, customer purchasing behavior, and other characteristics, which makes it easier to provide customers with more personalized services and improve communication efficiency.

Further reading

How to set up the Chinese version of Telegram and complete the Chinese version of Telegram (salesmartly.com)

A must-have Telegram tool: Introduction to ten practical Telegram robots (salesmartly.com)

How to set up automatic replies on Telegram? Here are three methods to teach you how to do it! (salesmartly.com)

+86 Reasons and solutions for not receiving verification code on Telegram (salesmartly.com)

### [How Telegram Business Features Improve Enterprise Efficiency](https://www.salesmartly.com/en/blog/docs/telegram-business-efficiency-tips)

In 2024, Telegram launched a new Telegram Business feature, which allows companies and individual users to upgrade their ordinary accounts to business accounts and gain access to a range of features designed specifically for business needs, such as automatic replies, custom start pages, and chat label settings. If companies can use these business features reasonably, they can significantly boost business growth. This article will delve into Telegram's business features and share how companies can maximize the use of Telegram Business to improve operational efficiency and customer experience.

What is Telegram Business?

Telegram Business is a paid service officially launched by TG for enterprises and teams. Compared with the personal version of Telegram, the business version provides more features tailored to enterprise needs, especially in team collaboration and customer service. It is very suitable for enterprises and teams that need large-scale user management and brand promotion.

Key features of Telegram Business

1. Business hours settings

In business accounts, companies can set operating hours. This feature allows customers to clearly understand the service time range and reduce the dissatisfaction that may be caused by failure to respond in time during non-business hours. This helps to improve customer satisfaction and optimize the company's communication efficiency. However, Telegram personal accounts can only set company content in the profile and cannot display business hours separately.

2. Geographic location display

Business supports adding the geographic location of the company, and can directly display it on the map, making it easier for customers to find physical stores or learn more about the company, providing better linkage support for offline and online operations. The geographic location of a personal account can only be edited in the profile, and only the text version of the address can be displayed.

3. Quick Replies and Automatic Replies

In the Telegram Business version, companies can quickly reply to common questions through shortcut commands. For example, after entering the specific command "/a", a welcome message will be automatically sent to the user. In addition, automatic reply messages can be set, such as sending business hours, FAQs, or guiding customers to take further actions offline. This ensures that companies and customers can maintain basic communication at any time. If personal accounts are not connected to a third-party platform, they can only be manually replied to by customer service staff.

4. Customize the Start Page

Telegram Business, the start page of a regular account, allows companies to customize their page, and add company profiles, product information, and contact information. This feature not only helps to build the brand image but also provides customers with a comprehensive window to understand the company's services, greatly improving the user experience. Personal accounts only have an original chat page.

5. Chat Tags

Businesses can assign different tags to customers, such as categorizing them according to purchase behavior, customer status, or priority. This feature can help customer service teams quickly identify customer needs during communication, provide more accurate services, and adopt targeted sales strategies. Telegram personal accounts do not have the function of labeling chat users.

6. Conversation Links

Telegram Business Edition supports generating unique chat links. Enterprises can create exclusive links based on promotion channels. When customers click on the links through different channels, they can directly open the Telegram chat window with the enterprise. These links also provide click statistics to help enterprises evaluate the promotion effects of each channel and optimize marketing strategies. Personal accounts can only share one link to add friends.

7. Business Chatbots

Enterprises can use Telegram Business Edition robots to achieve advanced automation, such as information collection, automatic response to customer inquiries, order confirmation, etc. Business Edition robots support integration with CRM platforms such as SaleSmartly, thereby achieving order management and information synchronization, providing enterprises with a more efficient customer communication experience. Although Telegram personal accounts can also create robots, the functions are relatively simple. For enterprises with a large number of automation needs, if they are not connected to the CRM system, the functions of ordinary accounts are too limited.

How can enterprises use Telegram Business efficiently?

Step 1: Upgrade to a Telegram Business account

To upgrade a regular account to a business account, click [three horizontal lines] in the upper left corner - [Settings] - [Telegram business introduction] - [Subscription], pay according to the prompts, and you can upgrade to a Telegram business account after completion.

Step 2: Build customer interaction channels

1. Serve VIP customers through groups

Create exclusive VIP customer groups to interact with customers in real time, solve problems, and improve customer loyalty.

2. Promote repurchase rate through channels

Companies can regularly push product updates, promotional activities, and usage tutorials through the channel to increase brand exposure and customer repurchase rates.

Step 3: Enable the Telegram bot

1. Configure the "BotFather" robot

After logging in to Telegram, search for [BotFather] and enter the conversation window - Click [start] to start the conversation - Click [/newbot] - Enter the name of the enterprise robot (ending with the bot) - Get the robot API number

2. Configure a business chatbot through the SaleSmartly platform

After creating a simple BotFather, you can connect BotFather to SaleSmartly to implement more complex and advanced functions.

You can set up the following features in SaleSmartly to improve customer service efficiency:

AI recognizes intent: Telegram Business's automatic reply function requires users to enter specific keywords to trigger it, but in actual scenarios, users ask questions in a variety of ways. Through SaleSmartly 's AI recognition intent function, the system can automatically analyze customer questions. When AI recognizes the user's inquiry, it will automatically trigger the corresponding product inquiry reply, thereby improving customer experience and response efficiency.

Diversion link: Diversion links can direct users to different Telegram Bots according to different user sources to avoid link blocking due to excessive traffic. Unlike the above conversation link that can only jump to the chat window, SaleSmartly 's diversion link can divert users to multiple Telegram Bots. By setting up different automated processes, customers from different channels will receive personalized information. This method can more efficiently manage traffic and improve user experience. For specific setting tutorials, please refer to the article: Telegram Diversion Link: Efficiently distribute user traffic of Telegram Bot

Frequently asked questions

Why can't Telegram connect?

It may be a network problem or the Telegram account has been blocked. You can check the network stability. If it is not a network problem, consider that the Telegram account has been blocked. You can unblock it according to the method in this article: Telegram account shows that it has been banned. This unblocking appeal tutorial can help you

Why are some Telegram channels not searchable?

Sensitive content may have been posted. If the company's channel cannot be searched by users, you can check it yourself through this article: A practical guide on how to remove sensitive content restrictions in Telegram

How to quickly increase user growth in a group or channel?

1. Provide exclusive content and benefits to attract users to join. For example, publish special offers, limited content, or exclusive events to increase customers' willingness to join.

2. Use other social platforms to attract traffic and expand the user base. Share your group or channel links on different social platforms to attract more potential users to participate.

Further reading

+86 Reasons and solutions for not receiving verification code on Telegram (salesmartly.com)

Secure communication: How to prevent and resolve Telegram account theft? (salesmartly.com)

Telegram channel full analysis: Find more industry resources (salesmartly.com)

A must-have Telegram tool: Ten practical Telegram robots (salesmartly.com)

### [How to Create Telegram Links: A Step-by-Step Guide for Personal Accounts, Groups & Channels](https://www.salesmartly.com/en/blog/docs/generate-telegram-links)

Telegram links are powerful tools for businesses and individuals to connect with audiences seamlessly. Whether you want to simplify contact with customers, grow your Telegram channel subscribers, or streamline the invite process to join the company's Telegram group for offline event participation, Telegram’s link offers a quick solution. This guide breaks down how to create, customize, and optimize Telegram links for maximum impact.

What are Telegram links?

Telegram links are short links prefixed with t.me/. Through these links, users can quickly access personal accounts, groups, or channels on Telegram. The link format typically follows t.me/your username, where the username is the corresponding user name, channel name, or field edited by the user. By creating a Telegram link, users can contact others, join groups, or follow channels without complicated operations, which can improve access efficiency and convenience.

Types of Telegram links

Personal Links

Directly link to your account. Users can message you without needing your phone number.

Group Link

Invite users to join discussions. Customize the link name (e.g., t.me/salesupport) for brand consistency.

Channel Link

Grow subscribers by sharing a channel link. Ideal for sharing updates, promotions, or content.

Telegram link format

t.me/username (e.g. t.me/salesmartly)

username.t.me (e.g. salesmartly.t.me)

https://telegram.me/username ( e.g. https://telegram.me/salesmartly )

https://telegram.dog/username (e.g. https://telegram.dog/salesmartly )

The functions of these four types of links are the same, except for the addresses. When sharing the link, you only need to change the [username] in the link to your own username or a specific field.

How to create a Telegram personal link?

To create a Telegram personal link, you first need to confirm the account's username. Unlike the display name of the Telegram account, the username is the unique identifier of the account, and other users cannot use a username that has been taken.

Click [☰]  in the upper left corner - [Settings] - [Account] - [Username] - Edit username. After the editing is successful, Telegram will automatically generate a corresponding unique link, such as t.me/salesmartly. This link can be shared with other users so that other users can quickly contact the Telegram account.

How to create a Telegram channel link

Telegram allows one account to create multiple channels, and each channel can be managed independently. Companies can create different channels according to different marketing needs and edit the links of each channel to reach different subscribers more effectively.

Click [☰] in the upper left corner - [Create Channel] - Set [Channel Name] - Edit [Channel Link] to generate a Telegram channel link.

How to create a Telegram group link?

Telegram group links can be divided into two types: long-term links and short-term links.

Long-term group link
Suitable for stable group management, enterprises can attract users to continue to join the group by sharing long-term links.

Short-term group link
Applicable to specific event scenarios, such as offline exhibitions. Enterprises can set the validity period and number limit of short-term group links. Customers can only enter the group at a specific time. The link can also be generated into a QR code, which is convenient for participants to scan on-site and quickly join the Telegram group.

Note: Private groups can also be accessed through Telegram group links. Public groups can be joined either through links or by searching by group name.

Steps to create a long-term group link

After entering the group, click on the group name at the top of the page - click to edit - [Invite Link] - [Copy] to share the group link.

Steps to create a short-term group link

The short-term group link setting is still on the group link page. Click [Manage Invite Link] - [Create New Link] to enter the short-term link page, set the link validity period and the number of people, and finally give the short-term link a name. Click [Create Link] and the short-term link is established.

Click on this newly created short-term link to copy the Telegram short-term link, or click [︙]-[Get QR Code] behind the link to get the QR code of the group link, print the QR code to offline activities, and let customers of the event scan the QR code to join the company's Telegram group.

Top use cases for Telegram links

1. Mass message

When companies send promotional information to groups, they can embed the Telegram channel link into the group message. After users click the link, they can enter the company channel and view the company's marketing content, allowing potential customers to have a deeper understanding of the company's products.

2. Offline activities

Group and channel links: Companies can print out the QR code of the group or channel and display it at the exhibition site, making it convenient for exhibitors to join directly by scanning the code, thereby achieving the effect of publicity and diversion to private domains.

Telegram Bot diversion link: If the company has multiple booths or stores at the event, it can create different Telegram Bot diversion links to guide customers to different Telegram robots to avoid account bans due to a large number of users joining a Telegram bot at the same time in a short period.

3. Social media traffic

Companies often operate many overseas social media accounts. If they want to divert users to their private domains, they can put Telegram links on social media platforms such as Instagram and Facebook, allowing customers to communicate directly through Telegram.

How to effectively activate customers who joined via Telegram link?

For businesses, the goal of guiding customers to interact with the business through Telegram links is to stimulate customers' interest in the business and its products, thereby promoting purchasing behavior. To efficiently activate these customers, businesses can connect Telegram to the SaleSmartly platform and set up automated interaction processes. In this way, when a customer initiates a conversation with the business account through a Telegram link, an automated reply can be triggered immediately to quickly respond and welcome the customer. This process can further stimulate customers' willingness to send further messages, creating better conditions for subsequent conversions.

Frequently asked questions

How to check if the shared Telegram link is valid?

In order to ensure that other users can contact the company by opening the Telegram link and avoid users being unable to contact the company after sending it, after generating the link, you can let others test the link to make it valid before sending it to others to add it.

What should I do if the Telegram group link is invalid?

If a user cannot join a group through a link, it may be that the temporary link set by the group has expired. The user can apply to the group administrator for a new group invitation link.

Further reading

Telegram group creation and cleaning strategies: Help you achieve higher conversion rates (salesmartly.com)

Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices (salesmartly.com)

How to set up the Chinese version of Telegram and complete the Chinese version of Telegram (salesmartly.com)

How to set up automatic replies on Telegram? Three methods to teach you how to do it! (salesmartly.com)

### [The Next Private Traffic Hub: A Complete Guide to Telegram Private Domain Operations](https://www.salesmartly.com/en/blog/docs/telegram-private-domain-operation)

As customer acquisition costs climb, businesses are turning to private traffic strategies that emphasize sustainable user retention and repeat conversions. With its global reach and focus on security, Telegram has positioned itself as a premier platform for private community management, offering unmatched scalability, privacy, and automation capabilities. This article provides a complete walkthrough on how to operate Telegram private traffic effectively and how tools like SaleSmartly can simplify, automate, and scale your Telegram private domain operations.

What Is Telegram Private Traffic and Why It Matters

Why choose Telegram?

As a global messaging platform, Telegram stands apart from traditional social networks with its ideal security features, unlimited group capacities, and open bot ecosystem. Key advantages include:

Supports supergroups with 100,000+ members, perfect for rapid community growth

Avoid algorithm restrictions for guaranteed audience reach

Simplify tasks like automation management and data collection with customizable bots

Build trust through end-to-end encryption and user anonymity

What is Telegram private domain marketing?

This private domain strategy uses Telegram groups, channels, and bots to engage users in a controlled space. Through targeted content, interactive campaigns, and automation, businesses drive engagement, conversions, and long-term loyalty.

How to Build a Private Domain Community on Telegram

To build your private domain on Telegram, follow these essential steps:

1. Define your goals and target audience

Clarify objectives (e.g., user acquisition, sales, brand development). Identify your audience's preferences, languages, and content needs to guide your content and group management strategy.

2. Prioritize high-value content

Before launching promotions, prioritize building a strong content foundation. High-quality content not only shapes a powerful first impression but also accelerates trust-building and boosts retention.

Before promoting your community, create content that delivers value and builds credibility.

Share practical resources: How-to guides, tutorials, and industry insights tailored to your audience’s pain points to establish authority.

Offer free, actionable resources:  Templates, checklists, or data tools to make your channel indispensable.

Ignite discussions: Tap into trending topics or industry shifts, pose questions, share hot takes, and turn your community into a dynamic conversation hub.

3. Choose the right private community tools: Telegram Groups, Telegram Channels, or Telegram Bots

Groups: Ideal for interactive communities like discussion forums, customer support hubs, or niche interest groups.

Channels: Perfect for one-way broadcasts such as brand announcements, promotions, or curated content updates.

Bots: Optimize automated workflows like user onboarding, survey collection, or loyalty reward systems.

By strategically combining these tools based on your business goals, you’ll maximize the reach and management efficiency of your private community.

4. Set up an operational framework

Create clear group or channel descriptions and rules

Use welcome messages and menu commands to guide new users

5. Keep content and engagement consistent

Post valuable content consistently to keep your channel or group active

Use user feedback to refine your strategy and create a sense of community

How SaleSmartly Solves Telegram Private Traffic Challenges

While Telegram provides powerful features for private community management, businesses still face operational challenges like fragmented account management, inefficient user segmentation, complex automation workflows, and unreliable data tracking. SaleSmartly makes Telegram private domain management smarter and more efficient in several key ways:

1. Split links: Flexible traffic routing & precise source tracking

SaleSmartly’s split link allows businesses to direct users clicking a single URL to multiple Telegram Bots, solving two key challenges: avoiding link bans by rerouting traffic if a bot is blocked, and adapting one unified link to diverse user scenarios. By creating split links in the Bots > Split Links section of SaleSmartly, companies gain precise tracking of customer sources and conversion performance tied to each Telegram bot. This ensures actionable insights for optimizing campaigns. For a step-by-step guide, refer to the blog: Optimizing Telegram Bot Traffic: Smart Routing for Maximum Efficiency

2. Centralized multi-account & multi-group management: Boost operational efficiency

SaleSmartly enables businesses to integrate and manage multiple Telegram accounts within a single dashboard, streamlining real-time chat monitoring and cross-channel customer interactions. This unified approach eliminates the hassle of toggling between accounts, ensuring consistent service quality and faster response times across all Telegram touchpoints with SaleSmartly.

SaleSmartly’s bulk messaging lets you send tailored campaigns to users, groups, or channels that have previously engaged with your brand. Navigate to Group Plan > Mass Messaging > Create Plan, select Telegram Bot as your channel, and deliver personalized content at scale. This targeted approach minimizes manual effort while maximizing engagement and conversion rates.

3. Intelligent customer tagging & user segmented management

SaleSmartly empowers businesses to tag customers with multi-dimensional labels (e.g., behavior patterns, purchase history, or campaign sources) and add custom notes, streamlining visitor retrieval and personalized re-engagement. By segmenting users based on activity levels or interests, like "high spenders" or "inactive subscribers", you can craft hyper-targeted private community strategies that drive conversions.

Dive into granular visitor data within SaleSmartly: track language preferences, geographic locations, device types, and IP addresses. Identify exactly which platforms, ads, or posts prompted users to engage. This data builds comprehensive customer profiles, enabling smarter marketing decisions to fuel referral campaigns and remarketing efforts.

4. Automation tools: build a continuous engagement system

While Telegram offers basic auto-reply features, its limitations often fall short of handling complex customer inquiries. SaleSmartly bridges this gap with AI-powered bots that not only trigger preset responses to keywords but also intelligently recognize nuanced user intents. This reduces manual effort while ensuring swift, context-aware replies, keeping conversion paths seamless.

Businesses can configure pre-built automation workflows (e.g., abandoned cart reminders, post-purchase follow-ups) directly within Telegram to scale personalized engagement and customer re-engagement.

5. Omnichannel integration: Unify your private ecosystem

SaleSmartly supports Telegram along with WhatsApp, Messenger, Instagram, and more. Manage conversations, sales, repeat purchases, and user referrals across platforms in a single ecosystem.

Frequently Asked Questions

Q: How can I boost user engagement in Telegram groups?

A: Try starting regular discussions, offering sign-in rewards, or hosting time-limited giveaways. Use bots to manage messages and keep the environment natural and engaging.

Q: How can I reduce user loss in Telegram private operations?

A: Deliver valuable content consistently, provide responsive customer support, and use data to identify and re-engage inactive users with personalized campaigns.

Further reading

How to Create Telegram Links: A Step-by-Step Guide for Personal Accounts, Groups & Channels

Maximize Business Potential with Telegram: How to Increase Efficiency Using Telegram Business

Telegram Channel Full Analysis: Find More Industry Resources

The Best Guide on How to Search and Join Telegram Groups: Help You Quickly Join Any Chat Room

### [The Complete Telegram Security Guide: 3 Privacy Settings + Efficient Monitoring Tools](https://www.salesmartly.com/en/blog/docs/telegram-security)

In recent years, Telegram's user base has continued to expand, and this platform has gradually become a popular place for people to share and discuss information. At the same time, because Telegram provides relatively strict privacy protection, many users tend to discuss some sensitive topics here. These two reasons have increased the demand for information security among Telegram users. Therefore, every user must know how to protect their information security when using Telegram.

Telegram privacy settings options

Telegram provides a rich set of privacy settings, allowing users to enhance the security of their accounts and manage who can access their profiles, contact them, or interact with them. Here are the specific settings:

1. Two-factor authentication

Two-Step Verification is an important security feature provided by Telegram that can add an extra layer of protection to your account. Even if someone obtains your SMS verification code, they cannot log into your account unless they know your two-step verification password. Here are the specific steps to set up two-step verification:

(1) Open the Telegram app and tap the three horizontal lines menu button in the upper left corner (or the Settings icon in the lower right corner, depending on your device)

(2) Click "Settings" in the menu.

(3) On the settings page, find and click "Privacy and Security"

(4) Find the “Two-Step Verification” option and click it to enter.

(5) Click “Set Password”. Enter a strong password (it is recommended to contain letters, numbers and special symbols), and confirm the password.

(6) To help you remember your password, Telegram will ask you to set a password hint. Enter a hint (such as "my birthday year"), but do not use the password itself.

(7) Telegram will prompt you to bind a recovery email address. If you forget your two-factor authentication password, you can reset it through this email address.

(8) After the setup is complete, Telegram will prompt you that two-factor authentication has been enabled.

2. Hide your phone number

(1) Follow the instructions in the picture to find "Privacy and Security."

(2) On the "Privacy & Security" page, find the "Phone Number" option.

(3) After clicking, you can choose:

Everyone: All users can see your phone number

My Contacts: Only visible to your contacts

Nobody: Hide your phone number completely

(4) You can also add “Exceptions” to allow specific users to view your phone number

3. Online status setting

(1) Follow the instructions in the picture to find "Privacy and Security"

(2) On the "Privacy & Security" page, find "Last Seen & Online"

(3) After clicking, you can choose:

Everyone: All users can see your online status

My Contacts: Visible only to contacts

Nobody: Completely hide your online status

(4) You can also add "exceptions" to allow specific users to view your online status

Online status settings can also set whether the other party can view your read messages.

How to efficiently monitor the security of Telegram accounts

In addition to completing basic privacy settings, actively monitoring account dynamic anomalies is also a key step in preventing security risks. Especially for enterprise users or multi-account operators, centralized monitoring tools can greatly improve management efficiency. The following solutions are provided from the perspective of technical means and tool integration:

Actively monitor abnormal logins and session management

Telegram allows users to view all logged-in devices (including desktop and mobile). If an unknown device is found, it may mean that the account has been stolen. It is recommended to perform the following operations regularly:

Check active sessions:
Go to "Settings" → "Privacy and Security" → "Active Sessions" to view the IP addresses, geographic locations, and login times of all logged-in devices. If there are suspicious devices (such as those from unfamiliar countries or not your own devices), you can directly remove the device and change the password.

Enable session passwords:
Set "Remote Login Password" in "Privacy and Security" to require an additional password when logging in from a new device to prevent intrusion via SMS verification code.

Centralized monitoring with SaleSmartly

For enterprises or individuals operating multiple Telegram accounts, SaleSmartly, as an omnichannel private domain communication platform, can centralize the information of all Telegram accounts into one backend for management:

Aggregate multi-account management: Connect multiple Telegram accounts to the SaleSmartly backend to view message dynamics and login status in a unified manner, avoiding the tedious switching of accounts one by one.

Automatic response to high-risk keywords: By setting "high-risk keywords" (such as "verification code", "password reset", etc.), SaleSmartly can capture these keywords in real time, trigger alarms and automatically push them to designated management members to help quickly identify phishing links or fraudulent information.

Summarize

Telegram's security is highly dependent on users' security awareness and active monitoring. By properly configuring privacy settings, integrating tools (such as SaleSmartly) for centralized management, and staying vigilant against new attack methods (such as social engineering, phishing and malicious scripts), users can significantly reduce the risk of information leakage.

Remember: Telegram account security is not a one-time setting, but a continuous optimization process.

Further reading

Improve Telegram privacy protection: How to enable private chat and self-destructing messages in Telegram?

+86 Reasons and solutions for not receiving verification code on Telegram

Secure communication: How to prevent and resolve Telegram account theft?

Is your Telegram account blocked? This tutorial can help you

What to do if Telegram "can only send messages to two-way contacts"? Teach you how to remove the two-way TG restriction in one minute!

### [6 Must-Know Telegram Traffic Strategies for 2025](https://www.salesmartly.com/en/blog/docs/telegram-traffic-diversion-strategy)

With the rise of social media and instant messaging platforms, Telegram has become a go-to traffic channel for marketers and content creators worldwide. However, many Telegram operators face two common challenges: slow group growth and low engagement.

Struggling with stagnant Telegram growth and lifeless engagement? If your channel suffers from invite links under 3% CTR, zombie-follower infestations, abysmal interaction rates (under 5 per 1k views), or failed promo campaigns. You’re not alone. This guide cracks those problems wide open, delivering the 6 most battle-tested tactics to supercharge your Telegram traffic starting today.

🔍 Google Indexing: Capture Organic Search Traffic

Telegram content can be indexed by Google. If you master SEO and keyword strategies, you can bring organic traffic directly to your Telegram channels. While this approach may take time to show results, it’s ideal for content-driven channels with long-term value.

-Keyword Research: Use tools like Google Keyword Planner to identify relevant, high-volume, low-competition keywords related to your channel topic.

-Content Optimization: Integrate those keywords naturally into your blog titles, body text, image alt-tags, and more. Optimize your website and blog posts for better Google rankings that link back to your Telegram.

-Backlink Building: Collaborate with niche blogs, forums, and news platforms to generate high-quality backlinks pointing to your Telegram links.

-Consistent Updates: Google favors websites with fresh, regular updates. Keep publishing new content to maintain rankings and attract a steady flow of organic users.

🎯 Targeted User Acquisition: Data-Driven Precision

Getting Telegram traffic is one thing, getting the right users is another. Without the right audience, conversion is nearly impossible. That’s why precision targeting is critical for Telegram's growth.

-Know Your Audience: Analyze your current user base (location, age, interests, etc.) using tools like Google Analytics or platform insights.

-Create User Personas: Build detailed audience profiles. For example, if you run a dev-focused channel, target tech-savvy young adults and craft content tailored to their interests.

-Run Targeted Ads: Use platforms like Facebook and Instagram to run laser-focused ads that lead directly to your Telegram group or channel.

📱 Social Media Cross-Promotion: High-Conversion Funnels

Cross-platform promotion is a great way to drive Telegram traffic. Leverage your presence on other social platforms to funnel quality traffic into your Telegram ecosystem.

-Leverage Group Features: Platforms like Facebook, TikTok, and WhatsApp offer group/community tools. Start topic-based groups where you can subtly promote your Telegram.

-Engage and Share: Post engaging content and interact with users to build trust. Add your Telegram invite link in comments or call-to-actions to pull them in.

-Partner with Influencers: Collaborate with niche KOLs (key opinion leaders) who can promote your Telegram to a broader, relevant audience, boosting both traffic and conversions.

🧲 Build a Private Traffic Pool: Long-Term Asset Growth

Creating your own Telegram-based traffic ecosystem ensures long-term control and stable growth.

-Provide Valuable Content: Offer free, high-quality content that aligns with user interests to attract subscribers and keep them engaged.

-Use Incentives & Memberships: Implement membership models or reward systems, offer exclusive resources, discounts, or free guides to encourage sign-ups and sharing.

-Drive Conversions: Once inside your Telegram group, use personalized content and interactions to convert followers into loyal, long-term users.

🤖 Automation Tools: Maximize User Lifetime Value

Automation helps reduce manual workload, improve retention, and boost engagement, all essential for scaling your Telegram operations.

-Auto Content Push: Use Telegram bots to automatically deliver new articles, videos, or offers to members, keeping your audience informed and engaged.

-Group Management Tools: Automate welcome messages and FAQs using Telegram bot features to streamline onboarding and customer support.

-Smart Replies with AI: SaleSmartly supports auto-replies based on keywords and integrates with advanced AI models like DeepSeek, ChatGPT, and Coze, offering fast, accurate responses to boost engagement and user satisfaction.

📕 Want to learn more? Check out: How to Set Up Telegram Auto-Reply: Three Methods to Help You Master It

🔄 Smart Link Routing: Dynamic Traffic Distribution & Anti-Ban Measures

Link routing (also known as link shunting) is key to maintaining stable growth and avoiding Telegram bans. With dynamic links, you can manage traffic flows and prevent account overload.

-Use Smart Dynamic Links: SaleSmartly provides intelligent link routing, a single link can direct each user to a different group or customer rep. This reduces the risk of overload or bans and ensures Telegram traffic is evenly distributed.

-Real-Time Allocation: SaleSmartly automatically redirects high traffic loads away from full or inactive groups. Admins can update routing rules anytime, no need to change the public-facing link.

-Reduce Ban Risk: By rotating Telegram invite links regularly, you lower the chances of one link being flagged or overused. Diversifying entry points also helps avoid triggering Telegram’s risk-control mechanisms.

📕 Need a walkthrough? Read: Optimizing Telegram Bot Traffic: Smart Routing for Maximum Efficiency

💎 Conclusion

By combining these six proven Telegram traffic strategies, you can create a growth engine that is both scalable and sustainable. From SEO and organic reach to cross-platform promotions, from automated engagement tools to smart link distribution, each tactic plays a unique role. With SaleSmartly’s automation tools and dynamic split link features, you can build a Telegram ecosystem that grows consistently and drives meaningful conversions.

Facing traffic issues on Telegram? Try SaleSmartly and take control of your Telegram growth today.

FAQs

Does smart link routing affect user experience?

When configured properly, it actually enhances the user experience. Users are seamlessly directed to the right groups or bots without noticing the behind-the-scenes routing logic. Just ensure your distribution rules are well-tested to avoid confusion or repetition.

Does it affect Telegram Bot security?

Not at all. Routing links don’t affect bot security as long as you’re using a trusted provider like SaleSmartly and following best practices (e.g., secure API tokens and regular bot updates).

What happens if one bot goes offline?

SaleSmartly’s dashboard allows you to reroute traffic to functioning bots instantly. You can also enable health checks to detect downtime and make real-time adjustments to keep everything running smoothly.

Further Reading

Optimizing Telegram Bot Traffic: Smart Routing for Maximum Efficiency

Master Telegram Multi-Login: Use One Account on Any Device

The Best Guide on How to Search and Join Telegram Groups: Help You Quickly Join Any Chat Room

Telegram Group Engagement & Filtering Strategies: Boost Your Conversion Rate

The Next Private Traffic Hub: A Complete Guide to Telegram Private Domain Operations

How to Set Up Telegram Auto-Reply: Three Methods to Help You Master It

### [Telegram CRM: How SaleSmartly Streamlines Customer Management for Cross-Border Businesses](https://www.salesmartly.com/en/blog/docs/telegram-crm)

Key Takeaways

Discover how Telegram CRM helps cross-border businesses manage customer relationships more effectively and improve customer experience. Learn how SaleSmartly optimizes cross-border e-commerce operations to drive business growth.

What is Telegram CRM?

Telegram is a popular global messaging app known for its speed, security and versatile features. Both individuals and businesses use it for daily communication. For cross-border companies, Telegram is more than just a messaging tool. It serves as a potential customer management platform.

Telegram CRM refers to customer relationship management tools that help businesses interact with customers through Telegram. These tools enable real-time customer communication, information collection, and personalized service delivery all through Telegram, ultimately increasing customer loyalty and satisfaction.

Compared to traditional CRM systems, Telegram CRM offers several advantages:

Real-time communication through Telegram's instant delivery and quick response features

Global accessibility that works across all countries and regions

Automation capabilities using Telegram Bots to save time and improve efficiency

Why Cross-Border Businesses Prefer Telegram CRM

Global Reach

Telegram is a truly international platform with a strong user base in nearly every country. It helps cross-border businesses connect with global audiences, including regions where other tools are less effective.

Efficiency and Flexibility

Telegram CRM features powerful automation that reduces manual effort and streamlines customer service. Businesses can automate reminders, greetings, and scheduled messages, freeing up teams for more important tasks.

Security You Can Trust

Telegram is widely regarded as one of the most secure messaging apps, with end-to-end encryption to keep business-customer conversations private. This is especially crucial for cross-border businesses that handle sensitive customer data.

Easy Integration

SaleSmartly integrates seamlessly with existing Telegram accounts. Its user-friendly interface requires no technical expertise, enabling teams to start using it immediately.

Key Features of Telegram CRM

1. Telegram Bots

Automate customer interactions with Telegram Bots. Set up automatic replies, broadcast messages, run surveys, and more without manual input.

2. Bring All Conversations to One Place

Cross-border businesses often talk to customers across email, social media, WhatsApp, and more. Telegram CRM brings these conversations together into one dashboard, so no message gets missed.

3. Understand Customer Behavior with Data

Gain insights into customer behavior through built-in analytics. Track engagement metrics, response times, and purchase patterns to improve your marketing and service strategies.

4. Support Customers After the Sale

Telegram CRM isn’t just for sales. Use it to handle post-purchase questions, returns, or feedback, all while keeping a record of every interaction.

Why Cross-Border Businesses Need Telegram CRM

Need/Pain Point

Traditional Channel Challenges

Telegram CRM Solution (via SaleSmartly)

Multi-Language Communication

Language barriers cause delays and confusion

Built-in translation for smooth cross-language chats

Dispersed Customer Base

Jumping between apps leads to lost messages

Unified inbox for Telegram, WhatsApp, Instagram, and more

Marketing Automation

Manual promotions are slow and inefficient

Pre-built automations: welcome messages, order updates, promo alerts

Data Analysis

No clear reports make it hard to measure success

Track performance with real-time dashboards and insights

Team Collaboration

Support teams work in silos

Assign conversations and collaborate in one platform

How to Pick the Right Telegram CRM Tool

Choosing the right Telegram CRM is key to managing cross-border customer relationships well. Keep these points in mind:

Feature-Rich: Look for multi-channel support, automation, and analytics.

Easy Integration: It should connect easily with your current systems (orders, inventory, etc.).

User-Friendly: A simple interface cuts training time and costs.

Secure: Choose a tool that protects customer data to international standards.

How Telegram CRM Drives Cross-Border E-Commerce

1. Boost Conversions

Cross-border shoppers come from different cultures and languages. Telegram CRM lets you personalize interactions for each segment. Automated answers help instantly, while targeted promotions encourage purchases. With customer insights, you can refine recommendations and offers to convert more shoppers.

2. Keep Customers Coming Back

Customer retention is crucial in competitive cross-border markets. Telegram CRM helps you build loyalty with personalized follow-ups, birthday wishes, and exclusive offers. A special coupon via Telegram can make customers feel valued and less likely to leave.

3. Work Smarter

Handle high inquiry volumes, especially during sales, with automation. Bots and auto-replies reduce repetitive work, so your team can focus on complex issues. Shared inboxes and collaboration tools ensure quick responses and better service in the CRM system.

4. Strengthen Your Brand

Great customer experience builds a strong brand. Telegram CRM helps you stay connected and respond to feedback quickly. This level of care boosts loyalty and enhances how customers see your brand.

How to Connect Your CRM to Telegram

SaleSmartly helps cross-border businesses make the most of Telegram, boosting marketing, accelerating sales, and delivering standout support.

Manage Multiple Telegram Accounts

Connect and manage several Telegram accounts in one place with SaleSmartly. Verify easily via SMS and start managing global customer conversations, no matter the language or market.

Segment Customers & Send Personalized Messages

Group customers by location, purchase history, or interests. Then send them relevant content:

Recommend products based on what they like.

Send location-specific promotions.

Engage Customers with Telegram Groups

Build and manage Telegram groups or channels to bring customers together. Group marketing boosts interaction and loyalty.

VIP Groups: Share exclusive deals and early access.

Interactive Content: Run Q&As, polls, or giveaways to keep customers engaged.

Offer Real-Time Support

Answer customer questions instantly through Telegram. SaleSmartly can:

Auto-Reply to FAQs: Like order status or return info.

Route to Agents: Hand over complex issues to your team for personal support.

Final Thoughts

Today, Telegram is more than a chat app. It’s a complete platform for reaching customers, driving sales, and gaining insights. With SaleSmartly’s all-in-one tools for multi-channel management, automation, translation, and user management, cross-border businesses can:

Centralize customer data and avoid scattered conversations.

Respond faster and keep customers happy.

Run targeted campaigns that increase sales and repeat purchases.

Cut costs and see a quicker return on investment.

Ready to transform your customer management? Set up your Telegram CRM with SaleSmartly and power up your cross-border growth.

Frequently Asked Questions

Q1: Is my data safe with Telegram CRM?

Yes. Telegram uses end-to-end encryption and follows strict privacy guidelines. With Telegram CRM, customer data stays secure from unauthorized access, especially important for cross-border businesses handling sensitive info. SaleSmartly also meets high security standards, holding ISO 27001, ISO 27701, and CCRC certifications.

Q2: What is SaleSmartly, and how does it work with Telegram?

SaleSmartly is a smart CRM platform built for cross-border sales, marketing, and support. It integrates with Telegram to automate messaging, analyze customer behavior, suggest products, track orders, and more, making your team more efficient and your customer interactions smoother.

Q3: Can I automate marketing on Telegram?

Absolutely. With SaleSmartly, you can schedule promotions, send personalized product alerts, and set up holiday campaigns. Use Telegram Bots to answer common questions and recommend products automatically, increasing engagement and conversions.

Further Reading

6 Must-Know Telegram Traffic Strategies for 2025

The Complete Telegram Security Guide: 3 Privacy Settings + Efficient Monitoring Tools

The Next Private Traffic Hub: A Complete Guide to Telegram Private Domain Operations

How to Create Telegram Links: A Step-by-Step Guide for Personal Accounts, Groups & Channels

Telegram one account multiple accounts: How to easily log in to Telegram on multiple devices

### [From Traffic to Retention: Your 2025 Instagram Content Creation & Growth Playbook](https://www.salesmartly.com/en/blog/docs/instagram-content-creation-guide-2025)

A week ago, Instagram shared a post explaining how different content formats are positioned within the platform’s algorithm and user relationships:

🎣 Reels & Carousels – Reach new audiences

👀 Carousels, Single Images & Stories – Maintain follower engagement

❤️ Live & Channels – Nurture your most loyal fans

This tells us that Instagram wants creators to diversify their formats. Each content type plays a unique role in attracting, engaging, and retaining audiences.

In this blog, we’ll break down the growth logic behind these formats and help you design an Instagram content strategy that creates a complete loop: Attract → Engage → Convert.

🎣 Reels & Carousels: The “Hooks” for Traffic

1. Reels

Instagram’s answer to TikTok, Reels, is now one of the most effective ways to reach new users. With 60-second clips, AR filters, music stickers, and multi-segment editing, Reels appear on the Explore page and home feed. Their swipeable format fits low-effort browsing habits, helping your content grab attention fast.

2. Carousels

Carousels are ideal for turning new viewers into followers. Unlike single images, carousels let you tell a story in 3–10 frames.

Swipe interaction encourages time-on-post and deeper reading

Easy to revisit, save, and share

💡Example: A food blogger could showcase the entire cooking process, a travel creator might highlight the journey itself, and a brand could break down different product use scenarios. This format not only satisfies new audiences’ appetite for in-depth content, but also boosts post completion rates, a key metric Instagram’s algorithm uses to assess content quality.

👀 Carousels, Single Images & Stories: Build Engagement & Trust

1. Single Image

Static image posts are Instagram's original and most classic content format. For brands, they help build brand identity and strengthen audience loyalty. Their clean, straightforward format allows for instant communication of messages and emotions. With features like filters, user tagging, and product tagging, these posts effectively boost visibility and engagement.

● Ideal for showcasing high-quality photography and visual aesthetics
● Perfect for conveying brand personality, highlighting products, and delivering marketing copy

2. Stories

Unlike Reels, which thrive on public discovery, Stories are designed for private engagement. Their 24-hour vanishing feature perfectly matches followers' craving for fresh, authentic moments.
● Maintains daily connection with your audience
● Features interactive stickers (polls, Q&A, sliders)

💡Examples: A beauty creator might poll followers on "Today's Makeup Look," while a fashion influencer shares "The Story Behind This OOTD." This exclusive content pulls your community closer.

💡Examples: A beauty creator might poll followers on "Today's Makeup Look," while a fashion influencer shares "The Story Behind This OOTD." This exclusive content pulls your community closer.

❤️ Live & Channels: Turn Followers into True Fans

1. Live

Instagram Live is the most direct way to connect deeply with your audience.

Live Q&A: Instant interaction, perfect for product demos or interviews

Behind-the-scenes tours: Show factory visits or product R&D

Exclusive deals: Limited-time discounts or giveaways

Subscription perks: Paid “fan club” benefits

💡Engagement metrics from Lives (watch time, interaction rate) influence Instagram’s loyalty scoring, high-engagement Lives can even get recommended to potential fans.

2. Channels (Subscriptions)

Instagram Subscriptions (launched in 2023) have become a powerful way to monetize loyal followers. Paid subscribers unlock exclusive benefits like downloadable live replays, "Subscriber-Only Stories," and access to high-resolution originals. This feature delivers steady creator income while using a pay-to-access filter to cultivate a premium community of highly engaged supporters.

● Perfect for sharing: Behind-the-scenes content, insider updates, and member-exclusive perks
● Strengthens direct connections and deepens brand loyalty

💡 Examples: A fitness creator might offer "Monthly Subscriptions" with custom meal plans and live coaching. A photographer could grant "RAW File Download Access" – turning casual followers into invested patrons.

👊 Combining Instagram Features: From Traffic to Retention

Instagram’s ecosystem is designed for storytellers.

In 2025, here’s a format-based strategy you can apply:

1. Account Launch Phase: Reels + Carousels

Reels: Short viral clips (e.g., “3 Mobile Photography Tips”) to reach non-followers

Carousels: Expand on Reels content with detailed visuals to encourage followers

2. Active Follower Phase: Stories + Single Images + Live

Stories: Daily life snippets to stay visible

Single Images/Carousels: Weekly in-depth tutorials, reviews, or thought leadership

Live: Monthly themed broadcasts (e.g., “Fan Q&A Day”)

3. Retention Phase: Subscriptions + Exclusive Stories

Paid Perks: Offer unique paid perks (1:1 consulting, exclusive content libraries)

Subscriber-only Stories: Post subscriber-only Stories to make fans feel valued

🎯 Converting Instagram Followers into Private Traffic & Sales

In 2025, one account isn’t enough. With niche-specific interests and changing algorithms, a multi-account, multi-niche, multi-language matrix is becoming standard. Whether targeting different regions or market segments, multiple accounts help boost both brand exposure and conversion rates. SaleSmartly offers a complete private-traffic management solution, integrating multiple Instagram accounts for:

📨 Unified comment & DM management for better team efficiency

🤖 24/7 AI chatbot support for auto-replies and customer service

📢 Bulk messaging campaigns in multiple languages

🗂 Smart tagging & audience management for precision marketing

Simply go to [Integration] → [Instagram & Comments] → [Add Instagram Account] to connect all your IG accounts into SaleSmartly.

💎 Conclusion: A Practical Model for the Instagram Content Loop

Instagram’s message is clear:

“To grow, you need not only great content, but the right formats.”

Content creators require a multi-format strategy where each content type serves distinct growth objectives, the only way to truly align with Instagram's algorithm and user behavior patterns.

An effective growth strategy combines multiple formats, each serving a different purpose:

🎣 Reels/Carousels – Attract attention
👀 Stories/Single Images/Carousels – Build understanding & engagement
❤️ Live/Channels – Strengthen trust & drive conversion
🎉 SaleSmartly – Retain private traffic & monetize

As Instagram evolves, running a brand account will only get more complex. Whether you’re chasing Reels traffic, boosting follower interaction, or managing multi-account, multi-language operations, efficiency and automation will be your competitive edge.

SaleSmartly helps unify account management, integrate comments & DMs, and connect content engagement with marketing conversion. SaleSmartly makes it an essential partner for brands aiming to win on Instagram in 2025.

Further Reading:

Top 10 Instagram Trends for 2025: How Brands Can Win the New Traffic

Instagram's Booming Influencer Economy: Strategies to Maximize Your Reach

Break Through Traffic Barriers: Complete Instagram Marketing Strategies for 2025

Step-by-Step to Teach you How to Create an Instagram Account from 0 to 1

Instagram SEO Tips: 3 Proven Strategies to Boost IG Visibility and Engagement

### [5 Steps Tutorial to Create a Telegram Bot: A Complete Guide (No-Code)](https://www.salesmartly.com/en/blog/docs/how-to-create-telegram-bot-complete-guide)

Introduction

Instant messaging plays a critical role in digital marketing and customer service. Telegram has become one of the most widely used channels in Southeast Asia, the Middle East, Europe and the United States. As the user base grows, more global merchants, SaaS teams and cross-border brands rely on Telegram to reach customers quickly and at scale.

This guide walks you through the entire setup process. You will learn how to create a Telegram Bot from scratch, connect it to your workflows and use it in real business scenarios.

At the end of this guide, you should be able to:

Create your bot with BotFather

Retrieve and manage your API token

Configure bot functions

Use API or Webhook methods if your team has developers

Build no-code automation with tools like SaleSmartly

Apply Telegram Bots to eCommerce, cross-border and SaaS operations

1. Why Create a Telegram Bot?

Before we start, let’s clarify what a Telegram Bot is.

A Telegram Bot is a mini application that runs inside Telegram. It can process messages, reply automatically, trigger workflows and call external APIs. It works 24/7 and behaves like an intelligent assistant for your customers and your team.

Why global teams use Telegram Bots

For cross-border teams, Telegram has become a core communication platform. Its appeal comes from three advantages.

High security: Telegram offers end-to-end encryption for secret chats and a strong privacy system. Users value anonymity and private communication, which leads to higher trust and response rates.

Open and developer-friendly API: Telegram’s Bot API is publicly available and widely documented. Businesses can integrate Telegram with automation platforms, CRM systems, support software and marketing tools.

Fewer restrictions, more flexibility: Compared with Meta-owned apps such as WhatsApp or Facebook, Telegram allows more flexibility in message types, menu design, automation triggers and community management. This makes it attractive for international eCommerce and SaaS companies that need fast, scalable communication.

2. What Can a Telegram Bot Do?

A Telegram Bot is more than an auto-reply tool. It is a powerful automation interface that can support customer service, marketing and operations. Here are the core functions businesses use most often.

Automated customer service: A bot can answer common questions in real time. It reads user intent, provides relevant information and hands off to a human agent when needed.

Campaign and notification pushes: Send new product updates, price drops, seasonal promotions or flash deals to subscribers. Telegram’s high message delivery rate helps merchants achieve better reach than email or SMS.

User data collection: Bots can send simple forms or guided questions to collect emails, phone numbers and product preferences. All data flows into one system and supports segmentation.

Workflow automation: Connect the bot to CRM systems, support platforms or internal tools. The bot can update records, trigger follow-up tasks or handle first-level filtering before agents step in.

Interactive experiences: Brands often use Telegram Bots to run giveaways, mini games, loyalty check-ins or task-based engagement campaigns. These activities increase retention and community activity.

Payment support: Telegram provides an official Payments API. Users can purchase items directly inside Telegram without leaving the app. This reduces friction and drives faster conversions.

...

Who benefits most: For cross-border eCommerce brands, marketplace sellers and SaaS teams, a Telegram Bot becomes an automation engine. It saves labor, increases response speed and improves the customer journey from the first message to repeat purchase.

3. How to Create a Telegram Bot

This section shows you the exact steps to create your bot using BotFather. The process takes only a few minutes.

Step 1: Find the official BotFather account

Open Telegram and search for @BotFather.
This is the only verified bot used to create and manage all Telegram Bots.

Step 2: Create your Telegram Bot

Follow this simple flow.

Start a chat with BotFather.

Send /start.

Click Create New Bot or type /newbot.

BotFather asks for a name. Choose a clear, friendly name that users can recognize.

Set a profile photo and description. This helps users understand the bot’s purpose.

Next, BotFather requires a unique username that ends with bot.
Examples:

mybrandbot

acme_support_bot

This username cannot be changed later.

Step 3: Get your API Token

After creation, BotFather generates an API Token.
This token identifies your bot and allows it to communicate with the Telegram Bot API.

Store it securely.
If it leaks, revoke it immediately through BotFather.

Step 4: Configure your bot’s functions

With the API Token, your developers or integration tools can call the Telegram Bot API to set commands, menus, welcome messages and more.

Business example: Group management bot

Many companies operate Telegram groups for customer communities, VIP buyers or internal teams.

A bot can help:

Welcome new members

Answer repeated FAQs

Send group-wide announcements such as product releases or sales countdowns

Moderate members and mute violators

Share daily updates or pinned messages

This automation reduces manual work and gives the group a more professional experience.

Step 5: Build your automations

Once your bot is active, you can connect it to an automation platform such as SaleSmartly.

In SaleSmartly, you can set triggers, conditions and actions to create flexible workflows.

Connection steps

Go to SaleSmartly - Integration, select Telegram Bot.

Paste the API Token from BotFather.

Start creating automation flows.

Example automations

✅Product inquiry automation
When a user asks about a new item, the bot uses AI intent detection to reply with product details and related offers. This helps convert warm leads faster.

✅Re-engagement automation
If a user has chatted before but did not buy, the bot can automatically send follow-up campaigns such as featured items or discount alerts.

✅Location-based tagging
When a user from the United States places an order, the system tags them as “US region”.
Your team can later send targeted offers based on trending products in that market.

These automations help you reach users with the right message at the right time, increasing click-through rates and conversions.

4. How to Use Telegram Bot API and Webhooks

If your team has development resources, you can extend your bot with deeper custom logic. Telegram provides two main integration methods: the Bot API and Webhooks. These options allow you to build advanced features, automate responses and connect your bot to internal systems.

4.1 What is the Telegram Bot API

The Bot API is Telegram’s official interface that lets developers send messages, manage groups, create inline keyboards and process user actions.
You use it to control everything your bot can do.

Common tasks include:

Sending and editing messages

Adding buttons or menus

Managing group permissions

Handling images, videos or documents

Linking your bot to CRM or order systems

The Bot API documentation is publicly available and updated regularly, which makes it simple for teams to start building.

4.2 What is a Webhook

A Webhook is a method where Telegram pushes updates to your server the moment a user interacts with the bot.
This differs from “polling”, where the bot repeatedly checks for updates.

Webhooks provide:

Faster response times

Higher performance

Better stability for production-level bots

If you already have a CRM system, Webhooks allow you to build a smooth, event-driven experience.

4.3 How to Build a Basic Bot with Node.js or Python

Here are general approaches developers use to build Telegram bots. The libraries mentioned below are well-known in the community and make development easier.

Node.js

A popular choice is node-telegram-bot-api.
It supports both polling and webhook modes and wraps common API calls in simple functions.

Basic workflow for Node.js:

Install the library

Set your bot token

Choose polling or webhook

Define handlers for replies, keyboards or actions

Deploy the bot to a server or cloud function

Python

Python developers often choose:

python-telegram-bot

telebot

Both libraries provide clean abstractions for receiving messages, sending replies and connecting with your business systems.

The typical workflow is the same as Node.js:
initialize the bot, listen for messages, process user input and return responses.

4.4 How Your Bot Receives and Processes Messages

Regardless of the tech stack, the process is straightforward.

Your bot can receive:

Text

Images

Files

Button clicks

Menu selections

Your dashboard reads these inputs from the Bot API or Webhook payload.
Then it determines the appropriate action: answer a question, call your CRM, fetch an order status, or hand off to a human agent.

This structure ensures your bot keeps conversations smooth and relevant.

4.5 How to Send Automated Messages

To push messages automatically, your bot needs access to your business systems.

Examples include:

New product launches

Order shipped notifications

Delivery exceptions

Payment confirmations

Account updates

When an event happens in your database, you trigger a Bot API request to send users the right message at the right time.

This creates a faster communication loop and helps your customers stay informed without waiting for manual support.

5. How to Use a Telegram Bot Without Coding

Not every team has engineers. Many cross-border sellers, eCommerce brands and customer support teams prefer a faster approach. In these cases, using a no-code Telegram Bot platform is the most efficient option.

These platforms provide a visual interface where you can connect your bot, design workflows and manage conversations without writing a single line of code.

The setup is fast and ideal for teams that need repeatable automation and unified messaging.

5.1 Popular No-Code Telegram Bot Platforms

Below is a simple comparison of common no-code tools. Each platform offers different strengths depending on your use case.

Platforms
Features

ManyBot

A dedicated Telegram bot builder known for quick setup.
Supports:

Basic auto replies

Subscription management

Simple menus

Suitable for small teams that need lightweight automation.

NotionForms

Integrates deeply with the Notion database.
Best for:

Form collection

Syncing user data

Handling structured submissions

Useful for teams that already run internal workflows in Notion.

Typebot

An open-source chatbot builder with a visual editor.
Strengths:

Drag-and-drop conversation flows

Interactive user experiences

Strong control over logic paths

Great for teams that want richer conversations.

5.2 Why Many eCommerce and Support Teams Prefer All-in-One Platforms

While the tools above work well for simple use cases, many global merchants and support teams prefer an all-in-one platform like SaleSmartly.

This type of platform offers more complete capabilities:

Connect Telegram Bot in one click

Enable AI auto replies

Build automation flows

Manage WhatsApp, Facebook and Telegram messages in one shared inbox

Track customer tags and conversation history

Link campaigns with CRM and order data

For daily customer service and marketing operations, an integrated solution creates a full loop from conversation to conversion.

If your goal is to reduce workload, unify channels and improve automation depth, an all-in-one platform is easier to maintain than multiple standalone tools.

Common Telegram Bot Features Built With No Code

Below are the most frequently used features when teams connect Telegram to automation platforms like SaleSmartly. All of these can be created through visual workflows.

1. Welcome Messages

Welcome messages help set expectations and introduce your brand.

How to set it up:

Trigger: “User starts a chat” or “First visit”

Action: Send a welcome template with brand introduction, menu buttons or fast links

A simple welcome message improves user engagement and increases menu clicks.

2. Form Collection

Bots can collect structured information automatically.

You can gather:

Email

Phone number

Product interest

Order number

Shipping information

All data goes into your database or CRM so your team can segment customers or trigger follow-up campaigns.

3. Keyword or Intent Auto Replies

You can predefine common keywords or let AI detect intent.
Useful examples:

“Price” → send pricing details

“Shipping” → show delivery time and carriers

“Return” → show policy and steps

This reduces repeated questions and frees agents for more complex cases.

Create a Menu-Based FAQ

A menu-based FAQ gives users easy navigation.
Users tap a button and get answers instantly.
This is one of the best ways to reduce agent workload.

Step 1: Build the top-level categories

Examples of first-level menu items:

Brand Overview

Product Support

Shipping Information

Promotions

Each button leads to the next menu layer.

Step 2: Add submenus

Examples under Product Support:

New arrivals

Active promotions

Product sizing guide

Material information

Menu-based FAQs help guide customers to the right answer within seconds, improving both satisfaction and conversion rates.

6. How eCommerce, Cross-Border Sellers and SaaS Teams Use Telegram Bots

Telegram Bots are now a core part of global customer operations. They help brands automate service, speed up responses and push targeted campaigns. Below are the most common use cases across eCommerce and SaaS teams.

6.1 Automated Order Tracking

Customers often ask about delivery status.
A Telegram Bot can automate the entire process.

Typical workflow:

User submits an order number.

Bot connects to your order system.

Bot replies with real-time logistics updates.

This reduces repetitive queries and ensures customers always get accurate information.

6.2 New Product Announcements and Promotions

Brands use Telegram Bots to send:

New arrivals

Limited-time deals

Seasonal campaigns

Price drops

Since Telegram has high message visibility, subscribers tend to respond faster than email or SMS.
This increases reactivation rates and boosts repeat purchases.

6.3 FAQ Menus to Reduce Support Load

Menu-based FAQs help customers navigate information quickly without typing.

Examples include:

Shipping times

Return or refund policies

Sizing and product details

Discount rules

Payment instructions

When customers can self-serve, your support team can focus on more complex requests.

6.4. User Feedback and Review Collection

Bots can send short forms to collect:

Product feedback

Service ratings

Feature requests

Quick surveys

All data goes back to your system.
This helps your marketing and product teams find patterns and make better decisions.

5. Group Management for Communities

Telegram communities grow fast, especially for cross-border brands and SaaS products.

Bots can help maintain order in group chats by:

Welcoming new members

Posting pinned announcements

Muting rule-breakers

Sharing daily updates

Sending scheduled community content

A well-managed group increases trust and makes campaigns more effective.

Conclusion: Build Your First Telegram Bot in Minutes

Creating and running a Telegram Bot is simpler than most teams expect.
The basic steps are:

Create your bot through @BotFather > Get your API Token > Choose your setup method

(Developer route using API or Webhooks/No-code route using platforms like SaleSmartly) > Configure your bot’s features > Test your flows and go live

If your team has developers, you can build advanced workflows using Telegram Bot API or Webhooks.
If you prefer a faster setup, platforms like SaleSmartly offer a complete solution that includes Telegram Bot connection, AI auto replies, visual automation and unified channel management.

A Telegram Bot can help unlock new channels for growth. It simplifies service, increases conversions and keeps your audience engaged across regions and time zones.

FAQ

1. Is a Telegram Bot free?

Yes. Creating and using a Telegram Bot is free.
Third-party platforms such as SaleSmartly provide free plans for basic needs and paid plans for advanced features.

2. What should I do if my API Token is leaked?

Open BotFather and send the command /revoke.
BotFather will generate a new token and the old token becomes invalid immediately.

3. How do I add a Telegram Bot to a group or channel?

Go to the group or channel settings, select Add Members and search for your bot’s username.

4. Can a Telegram Bot send broadcast messages?

Yes, but you must follow Telegram’s platform rules.
Using a platform like SaleSmartly allows you to send targeted broadcasts based on user tags, such as “Paid Customers” or “US Region Users”.

Further Reading

Telegram diversion link: Efficiently distribute user traffic of Telegram Bot

The Next Private Traffic Hub: A Complete Guide to Telegram Private Domain Operations

The secrets of Chatbot! What are the advantages and disadvantages of ChatGPT?

5 common misunderstandings in chatbot design summarized from 100+ customer cases. Don’t make them!

### [What Can a Telegram Chatbot Really Solve for Your Business?](https://www.salesmartly.com/en/blog/docs/best-Telegram-chatbot-tools)

If you manage a Telegram community or channel, these problems probably sound familiar:

-Users keep asking the same questions.
-Admins get constantly @mentioned and cannot keep up.
-Campaign announcements must be sent manually, one by one.
-Private chats, group chats, and channel messages are scattered across accounts and hard to manage.

At scale, manual operations quickly break down. Sound familiar?

This is where a Telegram chatbot becomes essential. A well-built bot can automatically reply to FAQs, manage groups, collect user input, and guide users toward conversion. It helps teams regain control while improving response speed and consistency.

With modern Telegram chatbot builders, businesses can launch a custom bot in days instead of weeks. But with so many tools on the market, which one actually fits your team?

Based on hands-on implementation experience, this guide compares four leading Telegram chatbot tools across usability, automation, AI capability, and team fit. The goal is simple: help you choose the most cost-effective solution for your business stage.

What You'll Learn in This Guide

This article breaks down Telegram chatbot tools so you can confidently choose the right one:

Why Telegram is ideal for chatbot automation

Which teams should use Telegram chatbot builders

In-depth reviews of 4 Telegram chatbot tools

SaleSmartly

ManyChat

Chatfuel

Botpress

Side-by-side comparison table

Step-by-step guide to building your own Telegram chatbot

Why Telegram Is Built for Chatbots

Among major messaging apps, Telegram stands out as one of the most bot‑friendly platforms. Here’s why:

Telegram Is Group-First by Design

Unlike WhatsApp, Telegram users are highly active in groups and channels.

Groups can host tens of thousands of members

Channels can reach hundreds of thousands or even millions of subscribers

At this scale, manual moderation is unrealistic. Chatbots become the backbone of sustainable operations.

Bots Are Native to the Telegram Ecosystem

Bots are not an add-on. They are part of Telegram’s core experience.

Users are already familiar with:

Typing commands

Mentioning bots with @

Interacting with automated replies

As a result, Telegram users show much higher acceptance of automation than on other platforms.

Perfect for High-Frequency, Standardized Requests

Telegram chatbots excel in scenarios such as:

FAQ replies (rules, pricing, links)

Group moderation

Scheduled announcements

Campaign notifications across multiple communities

For any team running Telegram at scale, chatbots are no longer optional. They are foundational.

Who Should Use a Telegram Chatbot Builder?

In short:

If your team runs Telegram groups or channels and struggles with repetitive work, limited support capacity, or inconsistent processes, a chatbot builder is the fastest way to unlock automation and growth.

Typical users include:

Cross-border ecommerce brands

Global DTC teams

SaaS companies

Customer support and community operations teams

4 Telegram Chatbot Builders Compared

Chatbot tools serve different needs. Some focus on marketing automation, others on customer support, and some are built for developers.

When evaluating a Telegram chatbot builder, ask:

Do we need coding skills?

Is there a visual builder?

Does it support AI and automation?

Is it Telegram-only or multi-channel?

Below is a practical breakdown to help you decide.

1. SaleSmartly

Code required: No
Fully visual, no-code setup

Core Capabilities

Built-in AI agents that recognize user intent and reply automatically

Works across Telegram private chats and groups

Supports WhatsApp, LINE, Email, Facebook, and more in one inbox

Automation Strengths

SaleSmartly uses a drag-and-drop flow builder. Teams can combine:

Triggers

Conditions

Actions

This allows you to build:

Keyword replies

Menu navigation

Human handoff

Data collection

User tagging

All without writing code.

Best for:
Small and mid-sized businesses, cross-border ecommerce, customer support teams, and global growth teams

2. ManyChat

Code required: Mostly no
Advanced features may require code blocks

Core Capabilities

Industry-leading marketing automation templates

Strong funnel and conversion design

Deep integrations with Shopify and ecommerce platforms

Automation Strengths

ManyChat excels at behavior-based flows. You can automatically follow up with users who:

Click ads

Join campaigns

Enter sales funnels

This makes it a strong choice for promotional messaging and conversion optimization.

Best for:
Teams focused on marketing growth and sales automation

3. Chatfuel

Code required: No
Some learning curve for logic design

Core Capabilities

Mature chatbot platform with a stable ecosystem

AI FAQ training

Human agent handoff

Multi-channel deployment

Full conversation history for collaboration

Automation Strengths

Chatfuel bots respond 24/7 and can:

Detect keywords

Understand context

Reply using AI-powered Q&A

Integrate with ChatGPT for automated conversations

Best for:
Startups and SMBs focused on customer support and lead nurturing

4. Botpress

Code required: Yes
Designed for technical teams

Why Teams Choose Botpress

Open-source and self-hosted

Strong natural language processing (NLP)

Advanced conversational design

Flexible integrations

High data privacy control

Limitations

High development and maintenance cost

Not suitable for fast deployment

Requires ongoing engineering resources

Best for:
Mid-to-large enterprises and tech-driven teams with strong development capacity

Telegram Chatbot Builder Comparison

Feature

SaleSmartly

ManyChat

Chatfuel

Botpress

Pricing

High value, flexible plans

Free + paid tiers, contact-based

Business pricing by bot scale

Open-source (hosting cost extra)

Visual Builder

Drag-and-drop

Drag-and-drop

Modular blocks

No

Integrations

Omnichannel + API

Telegram + Meta

Telegram + Meta

Custom development

Multilingual

134 languages, real-time

Limited by Google Translate

Extra setup required

Custom via development

Which Telegram Chatbot Tool Fits Your Team?

Want no-code, AI automation, and multi-channel management?
→ SaleSmartly offers the best balance of flexibility and ROI.

Focused on marketing funnels and sales conversion?
→ ManyChat is the most direct choice.

Need reliable customer support automation?
→ Chatfuel is a solid option.

Require deep customization and data control?
→ Botpress, if you are ready for engineering investment.

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How to Build Your Own Telegram Chatbot (Step by Step)

Even if you have never built a Telegram bot before, you can get started in four steps.

Step 1: Create a Telegram Bot Account

Search for @BotFather on Telegram

Send the command /newbot and follow the instructions

Guide: 5 Steps Tutorial to Create a Telegram Bot: A Complete Guide (No-Code)

Once created, BotFather will give you an API Token. This token is required to connect your bot to any chatbot platform.

Step 2: Build the Bot with SaleSmartly

Compared with building directly via BotFather, SaleSmartly adds:

Pre‑built AI agents

Flexible automation workflows

Multi-channel reuse

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Setup process:

Log in to SaleSmartly

Click “Create AI Bot”

Choose your AI agent and automation rules

Select the channels where the bot will run

You can enable group responses so the bot replies automatically when mentioned in a group.

Step 3: Integrate Telegram

Go to Integrations in SaleSmartly

Select Telegram Bot

Paste your API Token from BotFather

Step 4: Add the Bot to Telegram Groups

Before adding the bot:

Use /setjoingroups in BotFather

Use /setprivacy to control what messages the bot can read

Add the bot to a group:

From the bot profile, choose “Add to Group or Channel.”

Or add it as a member from group settings

Then promote the bot to Administrators to enable full functionality.

Once completed, your Telegram chatbot can manage conversations, answer questions, and reduce manual workload immediately.

Final Thoughts

Choosing a Telegram chatbot builder is not about finding the “best” tool. It is about finding the tool that fits your team, skills, and growth stage.

When implemented correctly, a Telegram chatbot becomes more than automation. It becomes a scalable growth engine for your business.

We hope this guide helps you make a confident decision and build a chatbot that truly delivers results.

Frequently Asked Questions

1. Do I need a Telegram Bot Token?

Yes. You must create a bot via @BotFather and obtain an API Token.

2. Can one bot connect to multiple tools?

No. Telegram allows only one webhook per bot.

3. Can bots work in both private chats and groups?

Yes. Enable group permissions in BotFather.

Further Reading

Telegram Traffic Routing: How to Distribute Bot Users Efficiently

The Complete Guide to Customer Service Chatbots in 2025: Features, Benefits & How to Choose

5 Common Chatbot Design Mistakes from 100+ Real Cases

How Telegram Business Features Improve Enterprise Efficiency

### [Telegram Marketing Southeast Asia: From Broadcast to AI Automation](https://www.salesmartly.com/en/blog/docs/telegram-marketing-southeast-asia-automation-guide)

If you’re in Southeast Asia, Telegram is hard to avoid. People use it for much more than chatting. There are lively debates, business updates, community news, and real conversations. DataReportal says Telegram’s set to take the lead in Singapore and Malaysia by 2026, and it’s nearly there in Indonesia. This isn’t a fad. People here just like Telegram better.

Source: Digital 2026 Global Overview Report

That means brands can’t just dump announcements into channels and hope for the best. If you want anyone to care, you’ve got to go further. The brands doing well see Telegram as a place to connect, not just blast out promos. That’s where SaleSmartly makes a difference. The bots actually feel like people. Conversations come alive, not canned.

Why Do Businesses Love Telegram Here?

It almost feels like Telegram was designed for Southeast Asia:

- No fiddly algorithms hiding your message. What you post goes straight to your subscribers.

- People join channels and groups because they want to. No one’s forced.

- Privacy’s baked in. Regular chats are protected. Secret chats are even tighter.

- The Bot API is wide open. You can build just about anything with automations and not worry about fees.

Look at Vietnam. Almost half the population uses Telegram daily. And it’s not just the under-30 crowd. The most active users are between 45 and 54. It connects generations.

Source: Digital 2026 Global Overview Report

Why Basic Broadcasting Falls Short

Still, you’ll see a ton of brands just dumping news or one-size-fits-all posts into Telegram channels, like they’re screaming into a void. Here’s what happens:

People barely talk back. There’s no energy.

Big channels become cluttered, and people tune out.

Brands have loads of data, but send everyone the same thing.

You can’t really see who’s interested and who’s not.

If you care about more than just “seen” counts, you need action, not just noise. SaleSmartly provides brands with what they need to actually move the needle.

What Telegram Bots Do. and Do Well

1. Automated Customer Support

Bots answer common questions, check orders, fix simple problems, and send tougher ones to a human when needed. Thanks to smarter language tech, the replies feel human enough.

2. Lead Generation and Qualification

No more dull web forms. Bots ask real questions, drive real conversations, and pass the hottest leads to salespeople.

3. Personalized Messaging and Broadcasts

Bots pick up on what people like and send messages at the right time, no more 2 a.m. spam to everyone.

How to Stand Out

Stay real. Stories work better than promos.

Bring in some games or rewards. People love to win and see their progress.

Build actual communities. Open chats for people to talk to each other, not just listen to you.

Let people buy directly in Telegram. Grab and go, no hassle.

How SaleSmartly Levels Up Telegram

Good ideas are useless without tools to make them happen, right? Here’s how SaleSmartly stands out:

Unified Inbox

Managing chat from Telegram, LINE, WhatsApp, Messenger, and Instagram is a mess unless you bring it all together. As an omnichannel customer service system, SaleSmartly does that. One dashboard, everything in one place. In Southeast Asia, where everyone juggles several apps, this is a lifesaver.

Smart Routing with Split Links

One of SaleSmartly's standout features is split links. A smart routing system that manages high Telegram traffic without risking account bans.

Split links distribute incoming users across multiple Telegram bots or personal accounts based on predefined rules. When a business shares a single link, SaleSmartly directs each user to an available account behind the scenes, preventing any single account from being overwhelmed.

Strategies:

By time of day: Route inquiries to different teams

Round‑robin: Evenly distribute workload

Random: Balance traffic flow

Split links can also send complex issues to human agents, ensuring routine conversations stay with bots while high‑touch cases reach the right people.

Beyond load balancing, each link carries tracking parameters that reveal which marketing channel drove the conversation, giving businesses clear visibility into what generates qualified leads.

AI That Really Speaks Local Languages

Plenty of chat isn’t in English here. SaleSmartly’s AI gets that, replying in over 134 languages, including Bahasa Malaysia, Thai, Indonesian, Vietnamese, or English, whatever makes sense.

Easy Automated Workflows

No coding. Marketers drag and drop to set up:

Welcome messages

Cart reminders

Drip campaigns

Triggered messages responding to user actions

Rich Data and Profiles

Every interaction gets logged. After a while, you start to see the trends, what people ask, buy, or ignore. You can finally personalize, not just spray and pray.

Measuring Telegram Marketing ROI with SaleSmartly

Performance measurement transforms Telegram bot marketing from an experimental tactic into an accountable marketing channel. SaleSmartly provides comprehensive analytics that help businesses track:

Core Engagement Metrics

Metric

What It Measures

Daily/Monthly Users

Sustained bot relevance

Message Volume

Engagement depth

Response Rate

Content relevance

Completion Rate

Workflow effectiveness

SaleSmartly’s Top Tips

Category

Tip

Planning

Set clear goals up front.

Engagement

Aim for back-and-forth conversations, not just broadcasts.

Traffic Management

Use split links to handle traffic and stay ban-free.

Support

Let users ask anything and route to a person if needed.

Lead Capture

Use QR codes to bring offline users on board (and track results).

Audience Quality

Care more about engaged users than just big groups.

Scaling

Start small. Scale what works.

Mobile Experience

Keep everything mobile-first. This region lives on phones.

Real Success Stories

1. Watson’s Malaysia: More Than Just Deals

Watson’s Malaysia grew its Telegram channel to over 37,000 active members. They blend offers with fun, memes, greetings, not just sales. Automation helps them segment the crowd, track what works, and even reach out directly. Support stays tidy.

Know What Matters

No more guessing games. SaleSmartly tells you:

Who’s active, what gets opened, who’s coming back

What’s actually driving sales and leads

It’s all live. Marketers can tweak plans on the fly.

What’s Next for Telegram Marketing?

Telegram keeps growing, and brands are playing smarter. Now, it’s about:

Real, verified users, not just big numbers

Members who actually respond, not silent subscribers

That’s what drives conversions.

Telegram’s Mini Apps are starting to take off, too. They’re way cheaper than full-fledged apps, and you can run interactive campaigns without leaving Telegram. With 500 million monthly users, it’s a massive opportunity, and the cost per lead drops fast.

Wrapping Up

Telegram’s bots are shaking up Southeast Asian marketing. With a billion users, Telegram isn’t just another channel. It’s driving real growth. Smarter targeting, better automation, and honest chats separate standout brands from the rest.

SaleSmartly helps brands do more than just keep up. They lead. Telegram isn’t just for broadcasting anymore. It’s where brands actually connect, build loyalty, and grow revenue. The marketing shift’s already here. And, honestly, it’s only just getting started.

👉 Looking for more hands-on strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates.

Further Reading

5 Steps Tutorial to Create a Telegram Bot: A Complete Guide (No-Code)

The Complete Telegram Security Guide: 3 Privacy Settings + Efficient Monitoring Tools

How to set up automatic replies in Telegram? Three methods to teach you how to do it!

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### [LINE Community: Bring More Traffic to Your Cross-Border Business](https://www.salesmartly.com/en/blog/docs/line-community-boost-traffic-international-markets)

LINE community: Bring more traffic to your cross-border business

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LINE Community: Bring More Traffic to Your Cross-Border Business

LINE communities are like large public chat rooms where you can chat without having to add someone as a friend. They're primarily categorized by interests, so businesses can find plenty of potential customers within these communities. Especially for businesses targeting regions like Taiwan, Japan, and Thailand where LINE is widely used, operating in or joining LINE communities can be beneficial in uncovering more business opportunities.

How to Create a LINE Group

Find the 'Community' icon on the LINE homepage.

Click 'Create a Community' at the bottom.

Once created, you can set the group name, description, cover photo, and community category, and choose whether to make the group public or set a password for entry.

Differences Between LINE Communities and Groups

LINE Community
LINE Group

Member Limit
5,000

Admins
Yes

Joining Methods
3 ways

View Past Messages After Joining
Yes

Set Different Nicknames
Yes

End-to-End Encryption
No (public chat)

Communication Content Restrictions
LINE community muting terms, AI filters for violations, admins set filter keywords

Message Backup
No

File Transfer Limit
Cannot send files

Album
No

Notebook
Admin-controlled access

Pinned Notices
Admin-controlled access

Message Recall
Yes (within 24 hours)

Chatbots
Admin-set, limited to 2 types

System Messages
Yes

Pros and Cons of LINE Communities
√ Pros

Protects user privacy: Set a different name and avatar in each community, no worries about exposing your real identity.

Multiple thematic categories: LINE offers 20 categories, making it easy for users to quickly find target communities.

Confidentiality: Joining a LINE community won't be displayed externally; friends won't know which communities you've entered.

× Cons

Muting terms: LINE has muting terms for tobacco, alcohol, betel nuts, etc., so it might be inconvenient for businesses to promote these products. Refer to their community usage terms for specifics.

Strict content moderation: AI is used to review chat messages, so it's best not to choose LINE communities if you want to discuss certain topics.

LINE Community Features Overview

LINE is quite similar to WeChat in China, with many community features alike. Therefore, this section will focus on features that differ from WeChat.

LINE Community Member Limits

According to LINE's latest policy, communities can have up to 5,000 people, with a minimum of 5.

To set a custom member limit:

Go to '≡' in the upper right corner of the chat and select 'Other Settings'.

Find 'Maximum Number of Participants' in community settings and change it to the desired number.

Custom LINE Spam Message Filtering

In addition to LINE's automatic spam filtering, community admins can also set custom spam messages. If a user sends related messages in the group, the system can automatically filter them out.

Click '≡' in the upper right corner of the chat and select 'Automation'.

Then turn on the 'Spam Message Filter'.

Spam message restrictions include:

Each restricted phrase can be 2 to 20 characters long.

Up to 200 'restricted phrases' can be set.

You can choose to filter messages that contain or exactly match the 'restricted phrases'.

Extending: How to Set Up Automation in LINE

Automation can be created with SaleSmartly based on various factors, such as customer category, behavior patterns, response timeouts, and their sources. Once these conditions are met, the system activates pre-set response actions, including but not limited to sending private messages, emails, quick button navigation, request reviews, or distributing promotional information.

Moreover, SaleSmartly allows you to refine triggers based on details like customer language preferences, time zone differences, channel sources, and personal traits for a more personalized customer service experience.

Since you'll encounter many non-Chinese speaking customers in LINE, SaleSmartly also offers real-time translation with multiple translation software options like Google Translate, DeepL, Baidu Translate, and Volcano Translate to facilitate multilingual communication without barriers.

LINE Community Admin Permissions

There are two types of admins in LINE communities, identifiable by different badges:

Admin: Blue background with white crown

Co-admin: White background with tablue crown (up to ten)

The admin is similar to the group owner in WeChat, while co-admins are like WeChat's admins, meaning co-admin rights in LINE need to be granted by the admin.

LINE Community Personal Profile Settings

LINE allows setting different nicknames and avatars for different groups, catering to users' needs for personal information protection.

Click '≡' in the upper right corner of the chat and select 'Profile'.

Common Questions

How to increase user engagement in LINE communities?

Boosting user engagement can be achieved by regularly posting interesting content, hosting online events or challenges, and encouraging member interaction. Ensure content is relevant to the community's theme and respond promptly to members' questions and comments. You can also set up reward mechanisms, such as offering small gifts or discounts to the most active members to encourage more participation and interaction.

How to effectively promote brands or products in LINE communities?

When promoting brands or products in LINE communities, it's important to provide value and relevance. Share expertise, industry insights, or exclusive offers to capture members' interest. Also, ensure promotional content is not too frequent to avoid member backlash. You can use LINE's 'Ad Stickers' feature to attract attention and the 'Poll' feature to collect member feedback on products or services, allowing you to continuously improve your promotional strategies.

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A Comprehensive Analysis of LINE Account Suspension: Reasons, Judgment Methods and Appeal Channels

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### [A Comprehensive Analysis of LINE Account Suspension: Reasons, Judgment Methods and Appeal Channels](https://www.salesmartly.com/en/blog/docs/line-account-blocked-analysis-reasons-detection-appeal)

There are two aspects of being blocked in LINE: one is that you are blocked by friends, and the other is that you are blocked by the official platform. Usually, users use "suspension" to represent the official blocking of LINE. In actual operation, the so-called suspension does not mean that your account is completely unusable, but you cannot send messages to friends, which is more like "banning". Interestingly, although LINE officials cannot send texts, you can still contact friends through voice or video calls. These communication methods are not affected, but text messages will not be received by the other party.

Why was I blocked by LINE?

1. Blocked/reported by the other party when adding a friend

When adding a friend using a LINE ID or phone number, the other party can choose to accept the friend request, block, or report. The block here is only a friend-level block, I can no longer send messages to the other party or apply to be their friend again; if the report is successful, the LINE official will suspend the account (block the account), but the report may not be 100% successful, and the LINE official still needs to verify it.

2. Sending inappropriate messages during chat

During the chat, users also have the right to report others and can choose the reason for the report, including spamming, sending pornographic messages, harassment, or other violations. Just long-press the message you agree is illegal, and you will find the [Report] button. If it is a computer version, click the right button of the mouse.

3. Sending a lot of the same information

In addition to other people reporting your chat content, LINE officials must also have relevant screening mechanisms. If you send a large number of identical messages in a short period, LINE officials are likely to block your account (including your mobile phone number), and you will never be able to use LINE again. Therefore, you need to pay special attention when sending group messages on LINE. Use the group messaging software SaleSmartly that can set the group messaging frequency, set it to rest for a few seconds after sending each message, and wait longer after sending dozens of messages.

How to determine whether you have been officially suspended by LINE?

After your account is suspended (blocked) by LINE, only the "Send Message" function will be affected. Other functions such as changing name/avatar, voice/video calls, updating logs, adding photos to the homepage, posting, editing dynamic messages, etc. will not be affected, and other people can see any changes you make normally. Only the sent message cannot be received by others. Therefore, it is difficult to determine whether you have been suspended (blocked) in daily life. You can check it according to the following three dimensions:

1. Unable to create new groups or communities.

2. When you send a message to someone, the other party will never read it.

3. Unable to log in on the mobile version, but can log in on the computer version.

How to unblock your account after being suspended by LINE

1. Write to LINE's official

Please report your situation to LINE staff through the following official website

2. Find LINE’s live customer service

Open this URL, open the friend option in the LINE app, click the "Add Friend" button in the upper right corner, and scan.

Note: It is not easy to unblock a LINE account. LINE officials have strict management on this. After LINE officials suspend your account, they will automatically delete your account, so it is more troublesome to restore it later.

common problem

Can I restore my account after filing an appeal?

Restoring a blocked LINE account is not guaranteed to be successful, as each case will be evaluated on a case-by-case basis. If you believe the block was made in error or there are special circumstances, you can submit an appeal to LINE officials to resolve the issue.

What should I do if I cannot log into my LINE account but I believe I have not violated the Terms of Use?

If you believe your LINE account has been blocked or suspended in error, you can file an appeal with LINE to resolve the issue. In your appeal, please detail your situation and provide relevant evidence to prove that you have not violated the Terms of Use.

If my LINE account is blocked or suspended, can I create a new account?

If your LINE account is blocked or suspended, you may not be able to create a new account immediately. LINE has certain security measures to prevent blocked or suspended users from creating new accounts. You will need to resolve the blockage or suspension before you can register a new account again.

### [LINE Official Account Guide: Setup Process and Basic Functions](https://www.salesmartly.com/en/blog/docs/line-official-account-complete-guide-setup-and-basic-features)

LINE Official Account Guide: Setup Process and Basic Functions

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LINE Official Account Guide: Setup Process and Basic Functions

The LINE Official Account is designed specifically for businesses and brands, offering a range of commercial functions and customization options. In regions such as Taiwan, Japan, and Southeast Asia, LINE has a larger user base and broader influence compared to other social media platforms, with 90% of people in Taiwan and Thailand using LINE. Additionally, LINE Official Accounts support various marketing tools, including ad placement, push notifications, and data analytics, helping businesses target their marketing strategies and decisions more effectively. LINE also provides a variety of features such as online reservations, meal ordering, bill checking, and exclusive coupons to serve customers comprehensively.

Detailed Introduction to LINE Official Accounts

Different Types of Verified Accounts

LINE Official Accounts come in three types: General (gray shield), Verified (blue shield), and Corporate (green shield), with the following differences:

Note: The shield certification does not significantly affect the actual functionality and operation of the software.

Type
General Account
Verified Account
Corporate Account

Shield Color
Gray
Blue
Green

Eligibility
Anyone/Business/Enterprise/Organization
Businesses/Enterprises/Organizations that pass verification
Large-scale Businesses/Enterprises/Organizations

Verification Method
No verification required
Submit documents for review
Invitation by LINE

Custom ID

After registering a LINE account, the official system generates a random ID for each account. These IDs are usually random strings, not conducive to customer searches. To obtain a custom ID, a fee is required.

Type
General ID e.g., @1230kkhc
Custom ID (Android/PC users)
Custom ID (iOS users)

Annual Fee
Free
NT$ 720 (tax excluded)
NT$ 1038 (tax excluded)

Format
/
@ + user-specified text (4-18 characters, supports half-width characters such as '.', '-', '_')
/

Remarks
/
Cannot use an ID already in use by an existing account

Message Charges

If your corporate account sends a lot of messages, consider purchasing a message package. The free version includes 200 free messages; exceeding that requires a package purchase. Plans include light, medium, and heavy usage options.

Note: "Yuan" here refers to New Taiwan dollars, not Renminbi.

To change plans, you must wait until after the payment for the second month is completed.

Registration Steps for LINE Official Accounts

Log in to LINE and click on [Free Account Creation] in the top right corner.

Click on [Create Account].

You can choose to register with LINE or with an email account.

Clicking on LINE account registration will redirect you to LINE's login page; registering with an email account requires you to register your email, and LINE officials will send a verification email to log in and register.

Fill in the required information and submit to complete registration.

Functions of LINE Official Accounts

Auto-Reply

The auto-reply feature can handle some basic customer inquiries, relieving pressure on human customer service. To set up an auto-reply on LINE, simply go to [Auto Response Message] on the homepage and fill in the content based on specific Q&A needs.

However, note that the official system can only set up to five auto-reply messages. For more auto-reply content, SaleSmartly can be used. The system can set different processes based on triggers such as customer type, behavior, unresponded timeouts, and customer source, and then select triggered actions such as sending private messages, emails, quick button redirections, invitations to review, promotional cards, etc. Triggers can be added based on customer language, timezone, source, attributes, etc.

Mass Messaging

When there are store events, mass messaging is the fastest way to notify every customer. To operate LINE's mass messaging feature, simply find [Mass Messaging Function] on the homepage. LINE provides 200 mass messaging credits per month.

If you need to send more than 200 mass messages in a month, use SaleSmartly for mass messaging. You can filter different customers from the list according to your needs for targeted mass messaging, and it supports text, images, videos, and audio formats.

Carousel Messages

Carousel messages are a slide-show style message format that allows displaying up to 9 images at once, each with a specific link that directly jumps to the related website, reducing the steps for customer engagement. This method not only visually delivers key points to customers but also facilitates their ordering and purchasing.

Coupons/Lotteries

Using LINE to distribute coupons can quickly reach a large number of users, increasing coupon usage and brand exposure. Plus, it's convenient for users to claim and share coupons through LINE, enhancing customer stickiness and interactivity.

For small events, you can also set up coupon lotteries directly on LINE to add fun.

Common Questions

What are the different functions and permissions of LINE Official Accounts compared to personal accounts?

LINE Official Accounts offer more business functions and management permissions compared to personal accounts. For instance, official accounts can send mass messages to all followers, set various auto-replies, use rich data analytics tools, create advertising campaigns, and access a professional account management backend. These features are designed to help businesses better manage customer relations and promotional activities.

How to interact with users through a LINE Official Account?

You can interact with users by sending messages, pictures, videos, stickers, etc. You can also use the auto-reply feature to respond to common user inquiries or set up keyword-triggered automatic messages to increase interaction efficiency. Additionally, engaging users through activities and offering coupons can also increase participation.

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How to Use LINE Web Version: Login, Features, and Limitations Explained

Last modified: 2025-02-17Powered by

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### [How to Use LINE Web Version: Login, Features, and Limitations Explained](https://www.salesmartly.com/en/blog/docs/line-web-use-way-character-summarize)

What Is LINE Web Version?

LINE Web (LINE Web Login) allows users to access LINE messages and contacts directly through a web browser, without downloading any software.

It’s especially convenient for people who need to switch between multiple devices, manage customer messages, or use LINE for work.

Compared to the mobile app, LINE Web focuses on basic chat and message management, making it a light and flexible option for daily communication.

### [Want to Divert TikTok Traffic to Private Domains? Don't Miss the LINE App](https://www.salesmartly.com/en/blog/docs/tiktok-traffic-private-sphere)

Want to divert TikTok traffic to private domains? Don’t miss the LINE app

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Want to Divert TikTok Traffic to Private Domains? Don't Miss the LINE App

I believe that all overseas sellers are familiar with TikTok's account blocking behavior. Sometimes you wake up and find that all your accounts are gone, and it takes a long time to unblock them one by one. This instability has caused many overseas sellers to start looking for other platforms, hoping to divert TikTok's traffic to a safer and more private place.

Directing traffic to private domains is currently a more mainstream method. The regions and apps that carry private domain traffic are mainly divided into: Japan and Taiwan ( LINE ), Southeast Asia (LINE, FaceBook and WhatsApp), Europe and the United States (WhatsApp), and South Korea (Kakao). Today, we will take LINE as an example to talk about how to direct TikTok traffic to private domains, why to choose LINE, how to use LINE for marketing, and how to manage LINE customers.

How to drive traffic to private domains on TikTok

1. Register an official LINE account

Remember that it is the official account, then put the official LINE account link in the homepage link, and guide customers to click the link to add LINE friends to purchase products.

2. Add LINE to TikTok homepage

Add our LINE account in the TikTok homepage profile to guide customers to purchase the products they are interested in by adding LINE friends. You can also guide them in video comments and video titles.

It should be noted that: do not leave your number directly, as it is likely to violate the rules. Try to use emojis and numbers instead, which can also reduce the probability of violations. Or you can leave a link directly, which is currently the safest way.

Why choose LINE

1. Free and widely used

LINE is a free social tool that allows users to send text messages and make phone calls for free without any time limit. With the free nature of LINE, users can interact with each other anytime and anywhere. Moreover, LINE is widely used around the world, especially in Taiwan, Japan and Southeast Asia.

2. High tolerance for advertising

Compared to other social platforms, LINE is more tolerant. As long as the advertisement is not particularly illegal, it will generally pass the review. Even if the advertisement fails the review, the user's account will not be banned. Therefore, the risk of LINE being banned is relatively small compared to other social media platforms.

3. You can join the group to attract traffic

LINE groups are an important way to attract customers. You can join some LINE groups, each of which can have thousands of members. After joining these groups, you can naturally meet more potential customers.

4. It has a group messaging function

The LINE mass messaging tool can be used to send push messages to marketing targets efficiently and accurately. It can also be used to understand customer needs and better utilize the LINE mass messaging tool to convert users.

How to use LINE for marketing

1. Create a LINE official account

Merchants can set up their own LINE official accounts to shape their brand image and build relationships with customers. Through the official account function, merchants can publish the latest product information, promotional activities, etc. to attract customers' attention and participation.

2. Use LINE’s dynamic messaging function

Merchants can use dynamic messages to spread product information to LINE users. Dynamic messages can be displayed in users' chat lists, attracting attention and promoting interaction between users and merchants. Merchants can send attractive messages regularly to increase user engagement through interaction and sharing.

3. Integrate online payment functions

LINE has cooperated with multiple payment institutions to provide users with convenient online payment services. Merchants can use this function to provide multiple payment methods, allowing users to purchase products directly on LINE, thereby increasing purchase conversion rates and sales.

4. Use LINE advertising platform

LINE provides an advertising platform where merchants can display ads on LINE to increase brand exposure and product sales. Merchants can choose the appropriate advertising format based on different needs and target groups, and use the data analysis tools provided by LINE to evaluate advertising effectiveness.

How to manage LINE customers

The main way to manage LINE customers is through the backend of LINE business accounts. LINE business accounts are somewhat similar to our WeChat public accounts. There will be a lot of information from different channels, such as private messages, comments, etc., so how to manage these customer information becomes a problem at this time. If a company has multiple LINE business accounts, it will be more difficult to manage. Next, let's talk about how we integrate the information of multiple accounts and then assign them to different employees.

1. Integrated account

If you want to know the information of each LINE account in time, you have to find a tool that can aggregate all accounts. SaleSmartly, as an omni-channel customer communication platform, can aggregate multiple LINE accounts. Not only that, it can also aggregate social media platform accounts such as livechat, WhatsApp, Facebook Messenger, Instagram, Telegram, Email, and WeChat. Therefore, if sellers have many LINE accounts, they can first integrate their accounts into this platform for unified management.

2. Assign information

After integrating all accounts, SaleSmartly will synchronize all the information in the account to this platform. It can automatically assign information to different employees or wait for employees to claim the information themselves. In addition, some basic information such as greetings can also be directly set for robots to reply, reducing the pressure on manual customer service.

After assigning the information, we can see all the customer information on the far right, including source, language, region, etc. We can also customize some customer tags to help us remember customers better and avoid mistakes.

3. Set up AI reply

In addition to basic questions, some professional FAQs can also be answered automatically. Add common questions and answers to the "AI corpus" in SaleSmartly . When a customer asks these questions in LINE, SaleSmartly can automatically find keywords in the FAQ document and use AI to integrate an answer to feedback to the customer.

Summarize

For overseas sellers, LINE is a good high-quality platform with advantageous resources and high tolerance for advertising. Friends who are doing TikTok may wish to slowly start the transformation and attract traffic to LINE's private domain. After all, it is always better to attract traffic here than on the high seas, and the food in the bowl is yours.

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Seamless Switching: How to Migrate Your LINE Account to a New Device

Last modified: 2025-02-17Powered by

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### [Seamless Switching: How to Migrate Your LINE Account to a New Device](https://www.salesmartly.com/en/blog/docs/migrate-LINE-account-to-new-device)

In Japan, Taiwan, Southeast Asia, and other regions, LINE is not only a highly popular instant messaging application but also a core platform for millions of users to communicate in daily life and work. Faced with the continuous updating and replacement of user devices, how to seamlessly migrate LINE accounts to new devices is a situation that many users need to face. This is related to the consistency of user experience and also involves the security and privacy protection of personal data. This article will provide a precise guide to help LINE users migrate their accounts safely and efficiently when changing phones or dealing with device failures.

Requirements for migrating your LINE account

Any of the following conditions will suffice:

- Keep the old device that held the account before migration, and the old device can log in to the LINE account

- A phone number has been linked to the LINE account and a password has been set

- Apple ID/Google account has been synchronized with the LINE account

How to migrate your LINE account

1. Prepare before migrating your LINE account

Please confirm that the following information is set to the latest information on the device before migrating your account.

(1) Confirm your phone number

(2) Confirm your email address

(3) Confirm your password.

(4) Have you synchronized your Apple ID or Google account?

2. Migrate LINE account

You can migrate your LINE account using any of the following methods:

Migrate LINE account via QR code?

(1) Open LINE on the new device and tap [Log in].

(2) Log in using the QR code and scan the QR code]

(3) Open LINE on the device you want to migrate your account from and tap [Settings] - [Backup & Migration] - [Quick Migration QR Code].

(4) Use the new device to scan the QR code on the old device

Migrate LINE account by phone number

Sign in on the new device using the same phone number.

Migrate LINE account via Apple ID

After launching LINE on the new device, select [Sign in using another method] - [Continue with Apple] - [Continue with Apple]

Migrate LINE account via Google account

After launching LINE on the new device, select [Sign in using another method] - [Continue with Google] - [Continue with Google]

How to back up LINE accounts when migrating?

1. Set up chat history backup

Before backing up, confirm the following:

- iCloud Drive/Google Drive is turned on

- Sufficient space on iCloud Drive/ Google Drive

Specific operations:

(1) Find [Settings] - [Backup and transfer] - [Chat history backup]

(2) Click "Backup frequency"

2. Set a backup personal code

The backup PIN is a password used to transfer chat history when migrating your LINE account. Even if you haven't backed up your account in advance, you can migrate the last 14 days of chat history by setting a backup PIN.

How to set up LINE backup personal identification code:

(1) Go to [Settings] - [Backup & Transfer] - [Chat History Backup] / [Backup and Restore Chat History]

(2) Click [Back up now]/[Create a backup PIN and back up chat history]

(3) Enter a 6-digit password

How to restore the backup after migrating the LINE account?

LINE users on iOS

(1) Turn on iCloud Drive

(2) Complete the process of transferring your LINE account to the new device

(3) When the chat history restoration page is displayed, click [Restore chat history].

LINE users using Android

(1) Open LINE and go to [Settings] - [Backup & Transfer] - [Backup and Restore Chat History].

(2) Click [Restore]

How to sync LINE account information across multiple devices?

When faced with the need to frequently switch devices or use multiple devices to manage the same LINE account, the omnichannel customer communication platform SaleSmartly can help you. SaleSmartly can integrate multiple social media accounts, including but not limited to Live chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat. This means that team members do not need to log in and out repeatedly to switch devices. They can manage a LINE account on multiple devices at the same time, greatly optimizing the workflow.

### [Three Ways to Easily Set up LINE Automatic Replies](https://www.salesmartly.com/en/blog/docs/three-ways-set-up-line-automatic-replies)

Three ways to easily set up LINE automatic replies

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Three Ways to Easily Set up LINE Automatic Replies

Author: SaleSmartly

Whether you’re swamped at work or on a well-deserved vacation, LINE’s auto-reply ensures your friends and customers know you’ll get back to them soon.

For businesses, it’s a lifesaver during off-hours, handling FAQs and sharing service hours. Event organizers can also use it to broadcast updates or important announcements.

Think of it as your 24/7 personal assistant, keeping communication smooth and efficient.

How to set up LINE automatic reply

There are currently three ways to set up LINE automatic replies.

LINE App

LINE official account management page

SaleSmartly

The first two methods require a LINE Official Account, while SaleSmartly supports automatic replies for both personal and official LINE accounts.

Set up automatic replies via the LINE App

1. Click "AI automatic reply message"

※ If prompted with the "New Features" page appears, please click "Start Setup"

2. You can choose "FAQ" or "Basic Information" and click on the message content you wish to configure.

3. Select the type of message you want to set. LINE automatic replies offer a variety of message types, including text, stickers, photos, coupons, rich text, rich video messages, videos, voice, questionnaires, and card messages.

4. Enter the LINE automatic reply message content and click "Save".

Set up LINE automatic replies through the LINE official account management page

1. In the automatic reply settings, you can switch between "Chatbot" and "Chat" modes, and turn on or off the "Welcome message for adding friends" and "Automatic reply message" functions.

"Chatbot" mode: 24/7 automatic responses.

"Chat" mode: Manual responses with scheduled chatbot activation.

2. Click on "Settings" in the top-right corner, then select "Reply Settings" from the left-hand menu to access the settings page.

3. Click "Auto Reply Message" on the homepage, and then click "Create" to add a new automatic reply message.

4. Enter the page for creating an automatic reply message and set the message content. Click "Save" after confirmation.

5. Manage your auto-replies from the list as needed.

Set up LINE auto-reply with SaleSmartly

For users without a LINE Official Account, integrating your LINE account with SaleSmartly offers a robust solution. This platform enables both individual and business users to set up automatic replies, addressing common inquiries and scheduling group messages efficiently.

SaleSmartly stands out with its advanced AI intelligent recognition capabilities, allowing for intelligent recognition of user intent. This means that even if a user's question doesn't contain specific keywords, the system can interpret the context and provide an appropriate response.

1. Click "Automated Process", select the LINE channel, choose whether you need a template, and then click "Next Step".

2. Configure "Trigger", "Information", "Condition" and "Action" according to your needs.

Frequently asked questions

How accurate is LINE's automatic reply recognition?

The precision of LINE's auto-reply depends on the complexity of the configured rules and the technology employed. Integrating tools with advanced AI algorithms, like SaleSmartly, enhances the system's ability to accurately interpret user intent, even without specific keywords.

Is manual monitoring necessary after enabling automatic replies?

It's advisable to monitor conversations to address complex inquiries or critical feedback that fall beyond the auto-reply's scope. This practice ensures the maintenance of high-quality customer service standards.

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Everything You Need to Know About LINE Official Account Pricing in 2025

Last modified: 2025-02-28Powered by

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### [Everything You Need to Know About LINE Official Account Pricing in 2025](https://www.salesmartly.com/en/blog/docs/line-official-account-price)

For cross-border sellers targeting Asia, you must not ignore the potential of LINE official accounts in Asia! This platform not only provides a way to interact with customers instantly, but also helps you expand your business in Japan, Taiwan, Thailand and other regions. This article will introduce the charging mechanism of LINE official accounts to help cross-border sellers have a deeper understanding of LINE official accounts and develop a budget plan that suits them.

LINE official account charging model

LINE offers three tiers to fit your business needs: [Communication], [Light], and [Standard]. Each plan combines a fixed monthly fee with optional message purchase costs.

Line official account communication plan

Monthly fee: Free

Number of free messages: Up to 500

LINE official account light usage plan

Monthly fee: 50 USD

Free messages: Up to 10,000

If you exceed the free message limit, you must upgrade to the [Standard Usage Plan] to send more messages.

Line official account standard usage plan

Monthly fee: 150USD

Number of free messages: Up to 40,000

Additional messages can be purchased starting from 0.05 USD per message.

LINE official account charging model (table)

Communication

Light*

Standard*

Monthly fee

Free

50 USD

150 USD

Free messages

Up to 500

Up to 10,000

Up to 40,000

Additional message fee

N/A

N/A

0.05 USD

*Light plan and Standard plan are not available in EU, Indonesia, Singapore and USA.

*LINE Official Account is not available in EU.

LINE official account additional message pricing rules

Note: Only [Standard Usage Plan] users can purchase additional messages.

Examples:

If you send 45,000 messages in a month:

[Standard usage plan] fee: 150 USD (includes 40,000 messages)

Additional messages calculation:

(45,000 - 40,000) × 0.05

Total Cost: 400 USD

LINE official account pricing explained

Online purchases of LINE official accounts only support credit card payments. You can choose to pay by linking a credit card through LINE Pay or directly use the credit card to complete the payment. The monthly package fee will be deducted on the first day of each month, and the additional message fees will be deducted on the 10th day of the following month.

Message fees apply to bulk, targeted, and API-sent messages (excluding some moderation features in API-sent messages).

Whether they are mass or targeted messages, the fee will be calculated based on the number of target friends.

All charges follow Japan Standard Time (GMT+9). Messages sent after 11 PM local time count toward the next day’s fees.

The monthly fee only covers account usage; additional costs for content production or API development are not included.

How to effectively manage LINE official account information?

When managing LINE official accounts, companies often face the challenge of handling thousands of messages. This requires close collaboration between team members and the ability to switch between different devices efficiently. However, frequent logins and device switching may trigger security mechanisms, resulting in accidental bans of LINE official accounts.

SaleSmartly, an omnichannel private communication tool, not only integrates LINE official accounts with other messaging channels into a unified management system but also provides intelligent automatic chat allocation and internal session allocation functions to ensure seamless information flow between team members. By helping the SaleSmartly team to collaborate efficiently across departments, while avoiding frequent logins and device switches, it ensures the stable operation of LINE official accounts and improves the response speed and quality of customer service.

Frequently asked questions

Are features different across pricing plans?
All plans (Communication, Light, and Standard) include basic backend features. Advanced APIs and features may require account verification or LINE approval. (Refer to the official product documentation for details.)

How can I estimate future costs?
Use LINE’s official cost calculator. Enter your target audience size and monthly message volume for an instant estimate.

What messages are charged?

Only [group messages], [Push API messages], and [progressive messages] are charged. The following are free:

Welcome messages for new friends

One-on-one manual chats

Auto-replies

AI-powered responses

Reply API from Messaging API

Further reading

LINE Official Account Guide: Setup Process and Basic Functions

A Comprehensive Analysis of LINE Account Suspension: Reasons, Judgment Methods and Appeal Channels

How to use LINE web version (Including a summary of LINE web version features)

### [Understand LINE Official Accounts: Chat Mode vs. API Mode](https://www.salesmartly.com/en/blog/docs/the-differences-between-chat-mode-and-api-mode)

As a key communication tool for businesses on the LINE platform, LINE Official Accounts offer two distinct chat response modes for handling customer inquiries: Chat mode and API mode (Chatbot mode). Each mode provides unique functionalities and advantages, catering to different business needs for group management and user engagement.

A. Chat mode enables businesses to engage in 1v1 conversations with users in a more personal manner or join group discussions for multi-person interactions. This mode promotes direct, two-way communication, allowing users to enjoy a more intimate and immediate service experience.

B. The chatbot mode (API mode) aims to enhance efficiency through automated responses. Businesses can access more tailored advanced features by activating the Messaging API, which facilitates more complex interactions with users.

This article will analyze the advantages and limitations of these two models based on their application in LINE official account group operations, as well as how to choose the most appropriate model based on the specific needs of the enterprise, helping enterprises to utilize LINE better, optimize user experience, and improve the efficiency of group management and user communication.

The difference between the two chat modes of LINE official accounts

Chat message mode (Chat mode) :

Basic automatic reply: In this mode, you can set up simple automatic replies in the LINE official dashboard, which are suitable for quick answers to common questions, welcome messages, and closing messages. However, the function of automatic replies is relatively limited and can only support basic questions and answers.

Easy to set up: No complicated configuration is required, suitable for small businesses or individuals who do not need complex dialogue management.

Free: In this mode, sending messages does not count towards the limit of paid messages. Whether sending personal messages or group chat messages, it is free.

Chatbot mode (API mode):

Advanced automatic reply: connect third-party tools through open API interfaces to achieve advanced automatic reply and complex conversation management. Support more advanced functions, such as custom buttons, AI robot conversations, automatic assignment to specific customer service, etc. Suitable for enterprises that require high customization and scalability, and can be deeply customized according to business needs.

Full automation: Able to achieve a higher degree of automation, reduce manual intervention and improve efficiency.

There is a charge for the first reply to someone else's message. If you proactively send a message or reply to the second message onwards, you will be charged based on the number of people reached. If it is a group chat, assuming there are 500 people in the group, then 499 messages will be consumed (not counting your own).

How to set up these two modes for LINE official accounts

Chat mode (Chat mode)

1. You need to set the Chat mode in the Response settings under the settings mode of the LINE official account dashboard.

2. Find the Chats.

3. Enable manual reply to respond to messages personally (free but time-consuming).

4. Manual replies have a time limit. Extend it if you want to avoid switching to auto-reply.

Chatbot mode (API Mode)

1. In the LINE Official Account dashboard, go to Settings > Messaging API and enable it.

2. Enter a service provider name (any name or your LINE Official Account name—this does not impact functionality).

3. The Privacy Policy and Terms of Service URLs can be left blank. Click OK to confirm.

4. Copy and paste the Messaging API Key and Channel Secret from the LINE dashboard into SaleSmartly.

5. Then you can reply to the customer in SaleSmartly and enjoy a range of SaleSmartly features:

(1) Intelligent contact Segmentation: Automatically categorize users based on messages, attributes, and behaviors.

(2) Automated replies: Deliver instant, professional responses based on customer inquiries.

(3) Dynamic contact management: Sort users into different lists for streamlined follow-ups.

(4) Custom workflow automation: Build tailored workflows based on specific business scenarios.

(5) Optimization and efficiency enhancements: Adjust automation steps to improve effectiveness.

(6) AI chatbot integration: Utilize AI-driven chatbots to understand customer intent and provide accurate, automated responses.

Further reading

All the Latest LINE Official Account Price in 2024 in One Article

LINE Official Account Guide: Setup Process and Basic Functions

Three ways to easily set up LINE automatic replies (salesmartly.com)

### [Can't Log in to LINE? Here's How to Fix It on Computer and Mobile!](https://www.salesmartly.com/en/blog/docs/line-can-not-log-in)

1. Switch to different login methods

If you cannot log in using one method, you can try to switch to another login method to try to log in, provided that your LINE account is bound to other login methods.

2. Update your phone's LINE version

LINE announced that from November 2024, mobile versions below 12.18.0 will no longer be supported. If your app suddenly stops working, updating it via Google Play or the LINE official website should fix the issue.

Other solutions for LINE login issues

If the above methods cannot solve the problem of being unable to log in to LINE, it may be that the LINE account has been blocked. In this case, you cannot log in using the quick method. You can only appeal the account unblocking before you can use LINE normally.

1. Send an email to LINE for help

Go to the LINE feedback website, fill in the information as required, send it and wait for LINE to reply to the email.

2. Reach out to LINE customer support

Go to the LINE customer service website, use a LINE account that can be logged in normally to add customer service, and make an account appeal.

Frequently asked questions

Can I still receive messages if I cannot log in to LINE temporarily?

If your LINE account is not blocked, you can consider integrating your LINE account into SaleSmartly. Even if you are temporarily unable to log in to the LINE software due to the above reasons, you can still receive information from LINE customers on SaleSmartly to ensure that your business is not affected.

Can I log in to multiple accounts on the LINE PC version?

LINE doesn’t officially support multiple accounts on PC, but you can manage multiple accounts using third-party tools like SaleSmartly.

Why can't the other party receive the message I sent on LINE?

If the recipient isn’t intentionally blocking you, either your account or theirs may be restricted. Check both scenarios.

Further reading

LINE Community: Bring More Traffic to Your Cross-Border Business (salesmartly.com)

LINE Official Account Guide: Setup Process and Basic Functions (salesmartly.com)

In-depth discussion on the differences between the Chat mode and API mode of LINE official accounts (salesmartly.com)

Want to divert TikTok traffic to private domains? Don’t miss the LINE app (salesmartly.com)

[2024 Edition] Comprehensive Analysis of LINE Account Bans: Reasons, Judgment Methods and Appeal Channels

### [The Ultimate Guide to Adding LINE to Your Online Store for Smarter Sales](https://www.salesmartly.com/en/blog/docs/line-entry-setup)

Introduction

Reaching customers directly is becoming harder for global ecommerce companies. Competition is increasing, traffic is expensive, and users often leave a website without taking action. This is especially true in East Asia and Southeast Asia.

LINE is the dominant messaging app in these regions. It has become part of daily communication across Japan, Taiwan, and Thailand. In Japan alone, LINE reported more than 86 million monthly active users in 2024, covering nearly 70% of the entire population. Compared with email’s average open rate of around 20%, LINE messages often reach 70% to 90% open rates. Users also respond faster and are more willing to chat or buy inside LINE.

For online store owners, this makes LINE more than a messaging channel. It becomes a private, high-intent traffic asset. A LINE entry point on your store allows you to move users from “anonymous website visitor” to “repeatable, multi-touch communication.”

This guide will show you how to set up an effective LINE entry point on your ecommerce site, step by step, and use it to drive acquisition, conversion, support, and repeat purchases.

Why Your Store Should Add a LINE Entry Point

A LINE entry point is a simple button or chat entrance that connects your store to your LINE Official Account. Although the setup may seem small, its impact on your business can be substantial. It strengthens every stage of the customer lifecycle.

We break the value into four key stages.

1. Acquisition: Lower cost, stronger traffic retention

Many visitors leave a store after one or two page views. Adding a LINE entry point helps you convert these one-time visitors into LINE friends whom you can message later.

This improves traffic retention and builds your private audience for future promotions. Instead of paying for ads again, you can re-engage users directly through LINE.

2. Conversion: Higher consultation and order rates

When shoppers have questions about color, size, shipping or discounts, they often leave the site. A LINE button on the product page lets them ask instantly.

Brands that respond quickly through LINE often see:

more conversations

fewer abandoned sessions

higher order rates

Because users feel taken care of, they make faster, more confident purchase decisions.

3. Customer Support: Faster replies and better satisfaction

You can automate many support questions inside LINE, including:

order tracking

shipping updates

return or exchange requests

Quick replies reduce wait time and improve satisfaction. Satisfied users are more open to future purchases.

4. Retention & Repurchase: Activate users with high open rates

LINE is a high-visibility channel. When you send a promotional message, new launch or discount offer, most users will open it.

This makes LINE one of the strongest tools for repeat purchases in East Asia and Southeast Asia. You can reach users instantly and bring them back to your store at a much lower cost than paid ads.

Outcome: A complete, sustainable customer funnel

With a well-placed LINE entry point, your independent store gains a direct and sustainable communication loop:

Visitor → LINE friend → Conversation → Conversion → Support → Repurchase

This creates long-term value and helps your business stay competitive in the fast-moving ecommerce market.

Three Official LINE Buttons You Can Add to Your Store

LINE provides three standard entry types. These are easy to embed and work well for basic user actions.

1. Share Button

Let users share your site and increase organic reach**

When to use

The LINE Share Button helps you drive viral traffic. Visitors can share your store URL directly with friends or group chats.

Best for

Product pages with strong demand

Limited-time campaigns

Referral or group-buy promotions

Setup Steps

Please enter your store URL > Choose the button style, size, and color > Preview the button > Copy the code snippet > Paste it into the page where you want the button to appear.

Important
If a page contains several LINE Share buttons, you only need to insert the script tag once.

Expected Outcome

Your website gains more peer-to-peer shares, which often convert better than ads because the recommendation comes from friends.

2. Add Friends Button

Turn visitors into long-term LINE contacts**

When to use

This is the most essential button for private traffic growth. After browsing your site, users can follow your LINE Official Account with one tap.

Prerequisite

You must already have a LINE Official Account set up.

Setup Steps

Enter your LINE Official Account ID > Choose a button style, including the option to show your follower count > Preview the final button > Copy the code snippet > Paste it into the page.

Expected Outcome

Your store converts anonymous visitors into reachable users. You can send future campaigns, promotions or updates directly via LINE.

3. Like Button

Collect user sentiment and amplify content visibility.

When to use

The Like Button gives you direct feedback on whether users enjoy your content. You can also place Share or Add Friend buttons next to it for higher engagement.

Two common combinations

1. Like + Share
Users who enjoy your content can instantly share your URL to their LINE Timeline. This helps increase awareness.

2. Like + Add Friend
If users like your content, they may choose to follow your LINE account. This moves them into your private traffic funnel.

Setup Steps

Enter your website URL > Select whether you want to pair the Like button with Share or Add Friend > Preview the button > Copy the code snippet > Paste it into your site.

Expected Outcome

You collect user feedback, expand your exposure, and convert engaged users into LINE friends.

Why Many Sellers Prefer Setting Up LINE Entry via SaleSmartly

While the official buttons are simple, they have key limitations:

No click analytics

no automated replies

no AI support

no customer segmentation

no conversion tracking

no unified inbox

This is why many independent store owners choose SaleSmartly to configure their LINE entry point.

SaleSmartly acts as a communication and customer retention hub. It delivers what official buttons cannot.

What SaleSmartly enables

A floating LINE chat icon on the bottom-right of your store

A direct LINE chat window opened through your site

Automatic welcome messages and product introductions after entry

Session source tracking and click analytics

AI-powered auto replies

Bulk messaging

Tagging and segmentation

Marketing automation based on behaviors

This turns your LINE entry point into a complete acquisition and conversion engine.

A free trial CTA would be inserted here.

Step-by-Step: Configure LINE Entry in SaleSmartly

SaleSmartly provides three ways to integrate LINE. You can place the entry point directly on your website as a chat icon or embed it inside your existing customer support widget.

Below is the full setup process.

Step 1: Create a Chat Plugin

Open SaleSmartly > Go to Integrations > Select Chat Plugin > Click Create Plugin.

This plugin serves as the container for your LINE entry point.

Step 2: Choose Your LINE Integration Method

SaleSmartly supports three connection options. Choose the one that fits your existing resources.

1. LINE Authorization

Ideal if your LINE Official Account is already connected to your business system. You simply authorize SaleSmartly to access your account.

2. Enter LINE Official Account ID

Use this when you want a straightforward manual connection. Paste your LINE OA ID inside the field.

3. Use a Routing Link

Best for brands managing multiple LINE accounts. The system routes users to different accounts based on region, traffic source, product category, and campaign entry.

This is commonly used by cross-border sellers operating in Japan, Taiwan, and Thailand.

Step 3: Customize the LINE Entry Appearance

SaleSmartly allows full customization so your LINE entry point matches your brand identity.

You can configure:

Entry Name (example: “Chat on LINE”)

Profile Avatar

Theme Color

Language

Chat Window Title

Display Position (floating icon or inside the chat window)

Recommended best practices for ecommerce brands:

Use a green theme to match LINE’s visual expectations.

Add your brand logo as the avatar for instant recognition.

Name the entry clearly, such as “Ask on LINE” or “Get Support on LINE”.

Expected Outcomes After Setup

With this setup, your store gains:

A visible LINE icon that increases consultation rates

More LINE friends are added automatically

A complete view of each session’s source page

Clear analytics showing which pages drive the most clicks

A direct path for users to chat without leaving your website

This transforms your LINE entry into a measurable and conversion-focused funnel.

Common Issues & Solutions When Adding LINE

Problem

Likely Cause

Solution

The button doesn't show.

Incorrect code placement / Script conflict / Site cache.

Check that the code is in the correct HTML tag. Disable other plugins to find conflicts. Clear your site & browser cache.

Click doesn't work/redirects wrongly.

Wrong LINE Account ID in settings / No LINE app on mobile.

Double-check the ID in your plugin settings. Use SaleSmartly's embedded chat to talk in-browser, no app needed.

Can't measure results.

Official buttons lack analytics.

Use SaleSmartly. It tracks source pages, user paths, and conversation data for clear performance insights.

Conclusion

A LINE Entry Point Is More Than a Button—It Is a Growth Engine

For brands expanding in Japan, Taiwan, and Southeast Asia, adding LINE to your online store is not optional. It is a strategic move to build a private, high-intent user base that you can contact anytime.

To win in these markets, you need both:

a clear entry point that users can find easily

a CRM system that manages conversations and retention

By combining LINE entry points with SaleSmartly automation, you can turn one-time visitors into long-term customers who return for future purchases.

This is how brands stay competitive in regions where messaging apps drive real revenue growth.

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FAQ

1. Can I connect multiple LINE accounts?

Yes. SaleSmartly allows you to add and manage multiple LINE Official Accounts in one dashboard.

2. Can SaleSmartly auto-reply to LINE messages?

Yes. You can create welcome messages, keyword flows, AI intent replies and multi-step automation.

3. What is the difference between official LINE buttons and SaleSmartly?

Official buttons support basic sharing and following.
SaleSmartly turns LINE into:

a communication hub

a customer service center

an automation engine

a private traffic asset

You gain segmentation, tracking, AI and automation capabilities that official buttons do not offer.

Further Reading

LINE community: Bring more traffic to your cross-border business

Can't log in to LINE? Here are solutions for both computer and mobile versions!

Want to divert TikTok traffic to private domains? Don’t miss the LINE app

How to Drive Instagram Traffic to Your Website: A Complete Guide for DTC and Cross-Border Brands

### [LINE Launches ActEngine AI: What It Means for Your Customer Service](https://www.salesmartly.com/en/blog/docs/line-actengine-ai-customer-service)

In March 2026, LINE officially launched ActEngine AI, an enterprise AI agent platform designed to automate both customer service and sales workflows. This release is more than a product update. It reflects a fundamental shift in how LINE defines its role in the business ecosystem.

The platform is already deployed on LINE MAN Wongnai, Thailand’s largest on-demand service platform, with over 700,000 merchants. According to disclosed figures, AI agents now handle approximately 360,000 merchant inquiries per year, reducing average handling time by more than 60% while improving accuracy by 16% compared to human agents.

At the same time, LINE introduced AI-driven sales agents that automatically send personalized promotions based on behavioral signals such as order history, visit frequency, and discount sensitivity. This brings customer service and revenue generation into a single automated loop.

The implication is clear. AI is no longer a support tool. It is becoming the operating layer of customer communication.

What Makes ActEngine AI Different from Traditional Chatbots

Most businesses are already familiar with chatbots. However, ActEngine AI goes beyond rule-based automation.

Instead of relying only on predefined scripts, it leverages platform-level data and behavioral insights. This allows it to:

Understand user intent more accurately within LINE conversations

Trigger actions based on real-time behavior

Connect service interactions directly with conversion outcomes

For example, a user asking about delivery time is no longer just a support case. The AI can immediately follow up with a time-sensitive promotion or recommend relevant products, turning a service touchpoint into a sales opportunity.

This reflects a broader industry evolution toward Agentic AI, where systems do not just respond but also take initiative based on context and goals.

According to McKinsey's AI report, companies implementing AI in customer operations can reduce costs by up to 40% while increasing customer satisfaction. What LINE is doing differently is embedding this capability natively into its platform, eliminating the need for external tools in many basic scenarios.

Sources: McKinsey's AI Report

LINE’s Bigger Strategy: Owning the Customer Journey

ActEngine AI is part of a larger strategic move. LINE is gradually transitioning from a messaging app to a full-stack business platform.

This shift includes:

Integrating messaging, transactions, and AI decision-making

Expanding into retail and financial services

Building future capabilities such as voice-based AI agents

The goal is to create a closed ecosystem where businesses can manage the entire customer lifecycle without leaving LINE.

From a business perspective, this offers convenience and speed. However, it also changes the balance of control.

The Trade-Off: Efficiency vs. Ownership

Adopting ActEngine AI can significantly improve operational efficiency, especially for businesses heavily reliant on LINE in markets like Thailand. Faster responses, automated engagement, and built-in personalization can quickly boost both service quality and conversion rates.

But there is an underlying trade-off that many teams overlook.

When AI is deeply embedded in a platform:

Customer data remains within the platform ecosystem

AI logic cannot be fully customized beyond the provided frameworks

Cross-channel visibility becomes limited

For businesses operating across multiple channels, this creates fragmentation. Your LINE experience may be highly optimized, but your WhatsApp or Instagram workflows may follow entirely different logic.

Over time, this leads to inconsistent customer experiences and operational inefficiencies. More importantly, it limits your ability to build a unified view of the customer.

Why a Hybrid AI Strategy Is Becoming the New Standard

To address this challenge, more advanced teams are adopting a hybrid approach. Instead of relying solely on platform-native AI, they combine it with an independent, centralized system.

The idea is simple:

Use LINE ActEngine AI where it performs best, inside the LINE ecosystem

Use a central AI platform to unify logic, data, and workflows across channels

This approach ensures that you benefit from LINE’s native strengths while maintaining control over your broader customer experience.

Connecting LINE ActEngine AI with SaleSmartly

This is where SaleSmartly becomes strategically important. Rather than competing with LINE’s AI, it complements it by solving the limitations that platform-native systems cannot address.

1. Unifying Conversations Across Channels

ActEngine AI works exceptionally well within LINE, but most businesses do not operate on a single channel. SaleSmartly allows you to connect LINE with other platforms such as Facebook, Telegram, and more, creating a single conversation hub.

This means:

Customers receive consistent responses regardless of channel

Teams no longer need to switch between multiple systems

AI training is centralized instead of duplicated

In practice, a promotion triggered by LINE AI can be reinforced by consistent messaging across other channels, improving overall conversion.

2. Building a Centralized Knowledge Base

LINE’s AI relies heavily on platform data, but it does not replace the need for a structured knowledge system tailored to your business.

SaleSmartly enables you to build a cross-platform knowledge base/word library that defines:

Product information

Policy responses

Brand tone and communication style

This ensures that even when different AI systems are in use, the underlying logic remains aligned.

For example, while ActEngine AI handles real-time engagement, SaleSmartly ensures that answers about refunds, shipping, or product details remain accurate and consistent across all touchpoints.

3. Enabling Seamless Team Collaboration

Fully automated systems struggle with tricky or sensitive situations. SaleSmartly gets around this by letting human agents easily team up, even on channels like LINE, where automation isn’t quite ready yet.

Here’s how it usually works:

Agents handle common questions with quick replies and pre-saved responses.

If things get complicated, they can hand cases over to teammates with the right skills or a lighter workload.

Everyone involved can view the full chat history and context, regardless of which channel the customer used.

This setup means customers get answers faster, and the service stays top-notch, especially for the folks that matter most.

4. Retaining Data Ownership and Long-Term Value

Perhaps the most critical difference lies in data control.

With SaleSmartly, customer conversations and insights are stored outside individual platforms. This allows businesses to:

Build unified customer profiles

Analyze behavior across channels

Create more advanced segmentation and targeting strategies

This is particularly important in Southeast Asia, where customer journeys often span multiple platforms before conversion.

5. Optimizing for Southeast Asia’s Multilingual Market

LINE dominates in markets like Thailand, but regional expansion often requires handling multiple languages.

SaleSmartly enhances AI performance in languages such as Thai, Vietnamese, and Indonesian. This is not just a technical feature. It directly impacts revenue.

According to CSA Research, 76% of consumers prefer purchasing in their native language. Therefore, improving language accuracy can lead to measurable gains in conversion and customer satisfaction.

Real-World Application: A More Connected AI Workflow

Consider a regional eCommerce brand operating in Thailand and Vietnam.

Before adopting a hybrid model, their setup looked like this:

LINE handled most customer interactions in Thailand

Facebook and web chat were used in other markets

Different teams managed each channel independently

This resulted in inconsistent messaging, slower response times, and limited data visibility.

After integrating SaleSmartly alongside ActEngine AI:

LINE AI managed in-app engagement and promotions

SaleSmartly unified conversations across all channels

A centralized knowledge base ensured consistent responses

Within a few months:

Over 70% of inquiries were automated

Response times decreased by more than 50%

Conversion rates improved due to faster and more relevant engagement

More importantly, the business gained a unified view of its customers, enabling better long-term strategy.

What This Means for Your Business

LINE’s ActEngine AI represents a significant step forward in platform-native AI. It offers clear advantages in speed, automation, and in-channel conversion.

However, it also reinforces a broader trend. Platforms are becoming more powerful, but also more closed.

Businesses that rely entirely on these ecosystems may gain short-term efficiency but risk losing control over their data and customer relationships.

The more sustainable approach is to build around the platform, not inside it.

Utilize LINE’s AI to enhance engagement where your customers are already present. At the same time, invest in a system like SaleSmartly to unify your operations, protect your data, and maintain flexibility as your business grows.

👉 Looking for more hands-on strategies? Join our Telegram channel for practical growth tips, proven playbooks, and the latest product updates.

FAQ

1. Can SaleSmartly replace LINE’s AI?

No. It is designed to complement it by providing a broader, platform-independent layer.

2. What is the biggest strategic risk today?

Becoming too dependent on a single platform for both communication and intelligence.

3. What should I prioritize next?

Focus on building a unified AI system that works across channels while integrating with platform-native tools.

Further Reading

The Ultimate Guide to Adding LINE to Your Online Store for Smarter Sales

Can't log in to LINE? Here are solutions for both computer and mobile versions!

How to Manage Multiple E-Commerce Accounts? SaleSmartly Makes Global Communication Smarter!

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### [Can't Log In to LINE? How to Integrate Personal Accounts Without Risking Bans in 2026](https://www.salesmartly.com/en/blog/docs/line-2026-policy-personal-account-integration)

Executive Summary: The April 2026 Threshold

As we move into 2026, the digital landscape for cross-border e-commerce in Japan, Taiwan, and Southeast Asia is undergoing a tectonic shift. LINE, the dominant "Super App" with a 94% penetration rate in Taiwan and over 96 million monthly active users in Japan, has officially implemented its most stringent risk control update to date.

For years, many sellers relied on "group control" software and non-native protocol hacks to manage personal accounts at scale. However, as of April 2026, these "old methods" have become a fast track to permanent account bans and the total loss of customer assets. 1  This report provides a strategic roadmap for operations managers and cross-border brands to transition toward a "Hybrid Management" model, balancing the high-conversion "human touch" of personal accounts with the security and efficiency of enterprise-grade compliance.

Deep Dive: The 2026 LINE "User Privacy & Business Integrity" Redline

The 2026 policy shift isn't just an internal LINE update; it is part of a global movement toward data sovereignty. With major U.S. privacy laws (like those in Indiana, Kentucky, and Rhode Island) taking effect in January 2026, platforms are under unprecedented pressure to eliminate "privacy theater" compliance that exists only on paper.

The Technical Ban Triggers in 2026

LINE’s updated risk engine now utilizes advanced "Behavioral Fingerprinting" to distinguish between human users and unauthorized automated tools. The primary triggers for bans include:

Non-Native Protocol Detection: Traditional automation tools often bypass the official LINE interface using reverse-engineered protocols. LINE now identifies the absence of OAuth 2.1 validation and official SDK signatures, instantly flagging these accounts as high-risk.

IP & Geolocation Abnormality: Using IPs from high-risk data centers, shared proxies, or frequent region switching (VPN hopping) triggers an "Abnormal Activity Detected" prompt. In 2026, accounts registered with a home-country SIM but accessed from a foreign IP are frequently suspended within 48-72 hours.

Device Fingerprinting: The system identifies hardware IDs and OS versions. Logging into 10+ accounts from a single device without proper browser-level isolation is now an immediate red flag.

Anti-Manipulative UX: Regulators are targeting "Dark Patterns", interfaces that make it difficult for users to opt out of marketing. Personal accounts used for aggressive, unblockable broadcasting are being purged to maintain "Business Integrity".

The Cultural Paradox: Personal ID vs. Official Account

If Official Accounts (OA) are safer, why do brands still risk using personal IDs? The answer lies in the unique "Private Message Culture" of East Asia.

The Trust Factor in Japan and Taiwan

In these markets, e-commerce is not a sterile transaction; it is a social relationship.

The "Real Person" Verification: In Taiwan and Malaysia, customers often engage in lengthy chats not just to ask about price, but to confirm they are talking to a "real person" before placing an order.

Sales Advisor (SA) Dominance: Statistics show that 94% of luxury buyers feel more confident and "special" when communicating directly with a Sales Advisor via a chat interface rather than a bot-heavy official channel.

Haggling and Personalization: In Southeast Asia, "haggling" remains a core part of the digital shopping experience, a feature that standardized Official Accounts often fail to facilitate effectively.

While Official Accounts are essential for mass broadcasting and brand credibility (marked by Blue or Green badges), Personal Accounts remain the primary engine for high-ticket closing and "High-Touch" customer loyalty.

Guide: Balancing "Personal Persona" with "Enterprise Efficiency"

The challenge for 2026 is achieving scale without looking like a bot. This requires a transition from "Full Automation" to "AI-Augmented Human Interaction."

The Safe Automation Strategy

To avoid the 2026 ban wave, brands must operate within the "Security Boundary":

Browser-Level Integration: Avoid any tool that requires your LINE password or uses a "modified" app. Instead, use solutions that utilize the official QR-Sync method, which mimics the behavior of a standard web browser.

Behavioral "Aging": For new accounts, avoid immediate marketing. Accounts need a "warm-up" period of 1-2 months of natural social activity to pass the initial risk check.

Localized Context: Use AI that understands the "honorifics" (Keigo) of Japan or the specific particle usage in Traditional Chinese. 70% of routine FAQs can be handled by AI, but the AI must sound native to avoid being reported for spam.

SaleSmartly Solution: The Compliance-First Architecture

SaleSmartly has engineered its platform to meet the specific "Business Integrity" requirements of the 2026 LINE landscape, providing a "Third Way" for brands that need the intimacy of personal accounts with the security of an Official Partner.

Official QR-Sync (Zero-Risk Integration)

Unlike traditional group control tools, SaleSmartly uses safe access. This allows users to connect their LINE personal accounts just as they would to the official LINE Web version.

It preserves the browser-level protocol, ensuring LINE's servers see a legitimate login.

It avoids the "Non-Native Protocol" trap that causes 80% of current third-party bans.

Multi-Account Dashboard & Permission Control

For operations managers, managing a fleet of personal accounts across different physical phones is a nightmare.

Unified Inbox: Manage 10+ LINE accounts (and other channels like WhatsApp or Instagram) from a single interface.

Risk Isolation: Each account operates in an isolated environment, preventing a "chain reaction" where one banned account leads to the loss of all others.

Role Permissions: Assign specific accounts to specific team agents without sharing login credentials, protecting the brand's digital assets from internal theft or accidental misuse.

AI Skill & Localized Automation

SaleSmartly’s AI Skill is designed for the 2026 "Human-in-the-Loop" model.

Intent Recognition: The AI doesn't just look for keywords; it understands intent, allowing it to solve 70% of repeated problems automatically.

Real-Time Translation: Agents can type in English or Simplified Chinese while the customer receives perfectly formatted Japanese or Traditional Chinese. This eliminates the "copy-paste" delay that often signals a non-native seller.

Omnichannel CRM & Cross-Channel Tagging

In 2026, a customer may start on Instagram and finish on LINE.

360-Degree Profile: SaleSmartly tracks the entire customer journey, syncing interaction history and browsing tracks across all channels.

Dynamic Tagging: If a customer is tagged as a "High-Value Lead" on WhatsApp, that tag follows them to LINE, allowing for a seamless and personalized sales approach.

Conclusion: Compliance as a Ticket to Survival

As we look toward the remainder of 2026 and into 2027, the era of "hacking" social platforms is over. The "Policy Shift" is a move toward a more mature, trustworthy social commerce ecosystem. For brands operating in Japan, Taiwan, and Southeast Asia, compliance is no longer a burdensome "option". It is the entrance ticket to the market.

By adopting a Hybrid Management approach through platforms like SaleSmartly, brands can protect their most valuable asset—their customer relationships, while leveraging AI to compete at a scale that was previously impossible. In 2026, the winners won't be those who find the best "loophole," but those who build the most authentic, compliant, and efficient human connections.

Read more

LINE Launches ActEngine AI: What It Means for Your Customer Service

The Ultimate Guide to Adding LINE to Your Online Store for Smarter Sales

SaleSmartly Takes Meta 2025 Partner Honors for All-in-One Conversion and Attribution Engine

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### [WeChat Official Accounts: A Comprehensive Comparison of the Four Types](https://www.salesmartly.com/en/blog/docs/wechat-public-platform-account-type-comparison)

Comparison and sharing of the four account types of WeChat public platform

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WeChat Official Accounts: A Comprehensive Comparison of the Four Types

WeChat Official Accounts are familiar to us, often appearing while we're scrolling through WeChat. But running a WeChat Official Account is a different ballgame. Unlike the Moments feature, it's a public page for outward communication. For individuals, it can be a platform for sharing content analysis; for businesses, it's a powerful tool for disseminating brand culture and attracting new customers.

Types of WeChat Public Platforms

They are: WeChat Official Accounts (Service and Subscription), WeChat Work, Mini Programs

Type
Target Audience
Message Display
Message Frequency Limit
Follower Verification
Pros
Cons
Advanced API Access

Service Account
Businesses, governments, or organizations serving users
Appears in friend chat list
No more than 4 pushes per month
Any WeChat user can follow by scanning
Timely reminders, high visibility
Only 4 broadcasts per month
Supported

Subscription Account
Media and individuals for information dissemination
Collapsed in a subscription folder
One broadcast per day
Any WeChat user can follow by scanning
Frequent messaging, high flexibility
Messages are placed in a subscription folder, users must click to view
Not supported

WeChat Work
Internal communication and collaboration for businesses
Appears in friend chat list
None
Contacts in the directory can follow
Many features, like a business version of regular WeChat
Not for public dissemination, requires adding as a friend
Supported

Mini Program
An app-like interface within WeChat
Accessed through search
None
Any WeChat user can follow by scanning
App-like services without the need to download
Meant for service provision, not for promotion
Supported

Differences Between Subscription and Service Accounts

Subscription Accounts are mainly for sharing information, while Service Accounts are for providing business services and user management. Here's a breakdown:

Audience: Subscription Accounts are for content delivery; Service Accounts are for user management and business services, offering an integrated service interaction.

Target Audience: Service Accounts target "businesses," while Subscription Accounts target "individuals." These accounts are not interchangeable and must be chosen at the time of registration, without the ability to change later.

Function Focus: Subscription Accounts mainly convey information, while Service Accounts lean towards service interaction and can apply for WeChat Pay.

The Role of WeChat Work

Manage and maintain customer relationships.
Use WeChat Work to add and manage customers, send them mass messages, Moments, and Mini Programs, or invite them to group chats via QR codes to improve conversion and retention. You can also use data analytics to monitor customer engagement, interaction, and block rates to optimize your strategy. If multiple staff members need to use the same WeChat customer service, integrate it with SaleSmartly and create new customer service accounts for simultaneous service.

Utilize a wealth of OA applications.
WeChat Work includes features like announcements, corporate email, approvals, clocking in, daily reports, and corporate payments to handle various office tasks. You can also store and share files with its File Drive function, offering up to 100GB of free storage.

Leverage smart auxiliary functions.
WeChat Work also has office assistant features—read receipts, to-do lists, automatic department group creation, and image annotation—to boost communication and work efficiency. For instance, confirm message reads, set reminders, quickly establish department chats, and edit and embellish images. For staff turnover, work handovers can be directly managed through WeChat Work, ensuring smooth departures and handovers.

The Role of Mini Programs

WeChat Mini Programs serve more as a platform than for promotion. Users can access Mini Programs via scanning or search without needing extra storage on their phones. They provide various functions and services for different industries and scenarios, like e-commerce, education, entertainment, and lifestyle. Mini Programs can also support social e-commerce, ad placements, and membership systems among various business models.

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### [Get +1 for Integrated Channels: Consult on WeChat Without the Need to Add Friends!](https://www.salesmartly.com/en/blog/docs/integration-route-wechat-consult)

+1 for the integrated channel! You can consult on WeChat without adding friends

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Get +1 for Integrated Channels: Consult on WeChat Without the Need to Add Friends!

Author: SaleSmartly

As a one-stop intelligent customer service tool, SaleSmartly has currently connected to the world's mainstream social media channels, making it possible to manage countless social media chat accounts with just one platform.

Recently, after the day and night efforts of the technical and product guys, SaleSmartly successfully integrated WeChat customer service!

What is WeChat customer service?

In July 2021, WeChat updated a new feature - WeChat Customer Service.

To be precise, WeChat customer service is not a new feature, it is more like a capability for B-end brand merchants. C-end WeChat users can use this capability to better find merchants, answer questions, and handle after-sales.

Its official introduction is as follows: "WeChat customer service can be connected in various scenarios inside and outside WeChat to provide a consistent consulting experience. Enterprises can reply to messages through the API interface and provide good customer service."

In other words, by connecting to WeChat customer service, your customers will set up entrances in the WeChat ecosystem and other places other than WeChat. Through this entrance, customers can communicate with you directly through WeChat.

What are the benefits of using WeChat customer service at SaleSmartly ?

1. Reduce customer churn

WeChat customer service is directly on WeChat. After clicking, users will be directly redirected to the WeChat chat interface without even adding friends. This way, users do not need to repeatedly jump between multiple apps when consulting questions, reducing customer churn.

2. More marketing opportunities within 48 hours

Within 48 hours after a company initiates a customer service inquiry, customer service has five opportunities to proactively respond. Everyone should seize these opportunities to reach customers and conduct marketing conversions, such as conducting secondary marketing during follow-up, sending content that customers may be interested in, increasing communication and interaction with customers, and helping subsequent conversions.

3. Different consultation diversion

As mentioned above, in addition to supporting internal ecological access in public account menus, video accounts, mini-programs, etc., WeChat customer service also supports access outside of WeChat (such as apps, web pages, etc.).

I believe that many sellers will deploy multiple platforms and channels when attracting traffic. With WeChat customer service, you can set up WeChat consultation entrances for different products and platforms.

At the same time, you can also connect to multiple sub-accounts and have different applications received and managed by different accounts. In this way, different channels and applications can be received by different customer service staff, which can divert customer service inquiries and improve processing efficiency.

How to integrate WeChat customer service into SaleSmartly?

1. Authorization

In [Channel Integration] - [WeChat Customer Service], click "Authorize an existing WeChat account".

Note: You need to have a WeChat account first.

2. Scan the QR code for authentication

After clicking the authorization button, the WeChat Enterprise QR code scanning page will open. Please open the WeChat Enterprise APP to scan the QR code for authorization (please be sure to use WeChat Enterprise- Super Administrator identity to scan the QR code).

3. Click the "Agree Authorization" button

After scanning the QR code successfully, you will be redirected to the WeChat authorization page. You need to click the "Agree to Authorization" button and wait for 3 seconds before being redirected back to the SaleSmartly system page. At this point, you have successfully integrated WeChat customer service into SaleSmartly .

After the authorization is completed, you can see that a new customer service account has been automatically created in the background. You can modify, use or delete the account according to your needs.

Q: Can I test the chat to see how it works?

Of course you can! To test the chat and see the effect, remember to enable the customer service account first, then click "Get Link" to get the chat link/QR code of the customer service account. Use WeChat APP to scan the code to initiate a chat test as a visitor.

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### [Customer Segmentation + AI Chatbots + Private Domain Operations: 2025 Complete Guide to WeCom Strategies](https://www.salesmartly.com/en/blog/docs/enterprise-wechat)

As digital transformation continues to accelerate in 2025, businesses are placing growing emphasis on private domain traffic. Enterprise WeChat (WeCom), acting as a direct bridge between companies and customers, is playing an increasingly critical role in this landscape.

By combining customer segmentation, AI bots, and private domain operations, WeCom enables businesses to manage the entire customer lifecycle efficiently. It has evolved into a core platform for enterprises to build closed-loop private domains and unlock customer value.

This blog explores the latest WeCom strategies from 3 key dimensions, guiding businesses to implement automated, intelligent, and sustainable private domain growth systems in 2025.

🔄 Customer Segmentation: The First Step to Precision Marketing

Private domain success starts with segmentation. Customers at different stages and intent levels need tailored communication, messaging, and engagement frequencies. A one-size-fits-all approach wastes resources and alienates high-potential users.

1. Why Customer Segmentation Matters in WeCom

Resource Optimization: Allocate sales and support resources to high-intent customers, improving conversion efficiency and avoiding wasting resources on inactive users.

Personalized Content Delivery: Send targeted promotions, content, and recommendations based on customer segments, increasing open and conversion rates.

Enhanced User Experience: Tailored interactions foster trust and satisfaction by aligning with the customer’s needs and engagement stage.

2. How SaleSmartly Supports Customer Segmentation in WeCom

SaleSmartly allows businesses to assign tags (e.g., country, traffic source, activity level, purchase intent) based on behavior, origin, or transaction history. This makes it easy to filter, revisit, and classify customers into meaningful segments.

Based on tags, businesses can assign customers to different sales paths or workflows.

For example, when handling both high-intent and low-intent customers, businesses can classify contacts in SaleSmartly using their own criteria, apply relevant tags, then trigger distinct customer service rules or automated workflows based on these tags.

For high-intent customers: If Customer A sends a series of urgent queries within 3 minutes like “Is this in stock?”, “Any discounts?”, or “Can it be shipped today?”, they can be tagged as High Intent.

This can trigger actions such as: sending a limited-time discount code, assigning a top-tier salesperson, and setting a “Pending Payment” reminder.

For low-intent customers: If Customer B repeatedly asks about product quality over months without showing purchase intent, they can be tagged as Low Intent.

This triggers automated responses like feature introductions, product comparisons, review videos, and usage guides.

🤖 AI Chatbots: Boosting Response Efficiency

For cross-border and multi-time-zone operations, slow customer response times and inefficient manual follow-up are major bottlenecks. AI bots don’t just solve the "speed" problem. They’re becoming an essential part of private domain conversion strategies.

1. What AI Bots Do in WeCom

Auto Welcome Messages: Automatically send a welcome message and product brochure when a new contact is added.

Keyword Triggers: Respond to keywords like “price,” “shipping,” or “after-sales” with pre-set answers.

Action Guidance: Guide users to click menus, visit websites, fill forms, or join groups.

Zero Message Misses: Eliminate issues like forgotten, missed, or delayed replies.

2. How SaleSmartly Improves WeCom Response Rates

SaleSmartly's automation capabilities deliver 24/7 responsiveness, smart routing, and minimized human error. Businesses can configure automated replies, FAQ responses, and order tracking for WeCom within SaleSmartly, dramatically accelerating customer service response times. This proves especially valuable for cross-border e-commerce, where automation bridges time zones to address global customer needs instantly. The result? Higher satisfaction and reduced strain on support teams.

Even smarter: SaleSmartly deeply integrates industry-leading AI engines like DeepSeek, ChatGPT, and Coze. The system automatically detects customer intent and deploys AI chatbots to deliver precise, human-like replies. This means more accurate responses and massive efficiency gains!

📱 Private Domain Operations: Building Long-Term Customer Assets

More businesses are realizing that buying traffic via ads is only the beginning. The real competitive advantage lies in the ability to retain and grow customers over time.

1. Advantages of Building a Private Domain with WeCom

High Reachability: As part of the personal WeChat ecosystem, WeCom offers high message delivery rates and stronger trust, ideal for daily engagement and conversions.

Centralized Account Management: Unified customer resource management across team members prevents customer loss due to staff turnover.

Comprehensive Features: Group messaging, tag management, and chat history archiving enable long-term tracking and relationship nurturing.

2. How SaleSmartly Helps Build and Scale Private Traffic with WeChat

Private traffic growth depends on virality and reactivation, encouraging loyal customers to bring in new ones while keeping existing users engaged. SaleSmartly enables a full-cycle private domain system from first chat → conversion → repeat purchase → referral.

Here’s how SaleSmartly supports it across 4 dimensions:

Broadcast Assistant: Manage contacts via WeCom, send group messages, Moments posts, or mini programs. Use group QR codes to invite customers into chat groups and boost engagement.

Marketing SOPs: Trigger flows like: auto welcome message → follow-up reminder → discount offer if no conversion.

Unified Multi-Account Management: Teams sharing one WeCom can all serve customers simultaneously by integrating it into SaleSmartly and creating multiple agent profiles.

Data Reporting & Insights: Track key metrics like engagement rates, interaction levels, and unfollow/blacklist rates to optimize strategies.

📘 Private Traffic Tips: How to Activate TikTok, WhatsApp, and Facebook Audiences Using SaleSmartly

✅ Why Use SaleSmartly with WeCom

SaleSmartly provides deep integration with WeCom. Through API connections, it brings WeCom into a unified customer service and marketing platform, unlocking streamlined messaging, unified interfaces, and data synchronization. A simple formula explains the synergy:

🎉 WeCom + SaleSmartly = Supercharged Performance 🎉

Feature Needs

WeCom Alone

+ SaleSmartly

Unified Message Inbox

Single Channel

Omnichannel Integration

Data Management

Basic

Full Profiles & SCRM Sync

Automated Marketing

Limited

Workflow Triggers & Logic

Data Analysis

Simple

In-Depth Reports & Insights

To connect WeCom, go to: SaleSmartly > Integrations > WeCom > Add WeCom

🧠 Final Thoughts

WeCom has evolved from a simple communication tool to a full-featured customer operation platform that combines messaging, automation, management, and data analytics. In today’s private traffic landscape where efficiency and customer experience are paramount, the trio of customer segmentation, AI bots, and automated workflows has become the foundation of successful WeCom strategies.

In 2025, business growth won’t come from hiring more people, it will come from building more efficient systems.

If your business is already using WeCom but wants to enhance communication, data management, and automation, integrating with SaleSmartly is a smart, cost-effective move.

Further Reading

Get +1 for Integrated Channels: Consult on WeChat Without the Need to Add Friends!

WeChat Official Accounts: A Comprehensive Comparison of the Four Types

### [Email Marketing: A Key Strategy for Global Expansion and How to Optimize It](https://www.salesmartly.com/en/blog/docs/email-marketing-cross-border-trade)

Email marketing is indispensable when going overseas. Here’s how to optimize it!

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Email Marketing: A Key Strategy for Global Expansion and How to Optimize It

With the continuous development of the Internet, email has become an indispensable part of people's work and life. Especially for cross-border enterprises, sending emails is a good channel to promote sales and maintain customer relationships. Additionally, email marketing is cost-effective, making it an ideal method for daily promotions and outreach. As a result, it is common for corporate employees to manage multiple email accounts.

For those who have multiple email accounts, dealing with a large number of emails from different accounts is a very daunting task. For example, you need to switch accounts frantically to reply to messages from different accounts, and you cannot aggregate all customer accounts when sending mass messages. These are all common problems in reality. This article will focus on several aspects of email marketing that everyone is more concerned about, and talk about ways to solve the above difficulties.

The Importance of email to cross-border marketing

1. Direct communication

Email can provide a direct and quick way to communicate with customers. By sending emails to potential or existing customers, companies can effectively convey their brand values, promote products or services, and build strong customer relationships.

2. Personalized marketing

Emails can be personalized based on the preferences of the business and its customers. By analyzing data, businesses can send emails targeted at specific audiences, provide relevant product information and offers, and increase customer engagement and willingness to buy.

3. Customer relationship management

Through email, cross-border enterprises can more conveniently establish and maintain good relationships with customers. Regular emails to share the latest product features, answer customer questions, and provide personalized customer service can enhance customer loyalty and satisfaction.

4. Process automation

There are many tools available today that can help automate email marketing. Companies can set up automated email sequences to trigger specific emails based on customer behavior, automatically sending welcome emails, shopping reminders, recommended products, etc., to improve marketing efficiency and effectiveness.

5. Data analysis

Email marketing provides valuable analytics, including open rates, click-through rates, and conversion metrics. Businesses can leverage this data to refine their strategies and optimize campaign performance.

Chanllenges in managing multiple email accounts

1. It requires a lot of time and effort

Constantly switching accounts and handling emails is an extremely troublesome and tedious task. Distributing your energy to multiple emails on multiple emails in the same period of time can easily lead to distraction and reduced efficiency.

2. Difficult to follow up

When employees handle multiple emails at the same time, it is difficult to track and remember the content and status of each email. Sometimes they miss replying or following up with customers, thus losing target customers.

3. Information overload

Facing a large amount of emails may cause information overload, causing important information to be buried in the massive amount of emails and not be noticed in time.

4. Communication is complex

Communicating and coordinating across multiple email accounts can become complicated, and you need to ensure that employees clearly understand the settings and email processes for each account.

5. Easy to leak personal information

Managing multiple email accounts means more opportunities to expose personal information and sensitive data, so you should be more cautious when operating your accounts.

Email management tool SaleSmartly

1. Aggregate email accounts

SaleSmartly allows businesses to connect all company email accounts within a single platform, eliminating the need for constant account switching. Employees can view and respond to messages efficiently, reducing workload and improving response times.

To streamline communication, SaleSmartly categorizes responses by assigned employees while also providing an unassigned section where team members can claim conversations. Routine inquiries can be handled by an AI-powered chatbot, further reducing manual effort.

Additionally, the platform displays customer social media and personal details, allowing employees to add custom tags for a more personalized marketing approach.

2. Customer management

It is divided into four parts: customer list, session management, tag management, and speech library.

Customer list: Contains information about all customers, where you can manage customer information and start conversations.

Session Management: You can view all the sessions with customers here, including ongoing and ended sessions.

Label management: Employees can customize labels based on customer characteristics to deepen their impression of customers and provide more customized services.

Script library: You can add basic introductions to your company and common question-and-answer scripts into the script library to reduce the workload of manual customer service.

3. Email sending

SaleSmartly has multiple email templates and provides a third-party mailing service, which can aggregate multiple customer accounts and send them together. Employees can then directly view the number of successful emails, the number of independent email opens, and the number of independent link clicks on the software, which is convenient for the company's subsequent data statistics.

Summarize

Email marketing is a fundamental strategy for global businesses, but managing multiple accounts efficiently requires the right tools. SaleSmartly, an all-in-one customer communication platform, not only centralizes email management but also integrates with social media platforms like LiveChat, WhatsApp, Facebook Messenger, Instagram, Line, Telegram, and WeChat. By consolidating multiple accounts into a single interface, businesses can ensure seamless communication, streamline processes, and enhance overall efficiency.

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Last modified: 2025-02-14Powered by

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### [The Ultimate Guide to Email Services for International Trade: Top Picks and Efficiency Hacks](https://www.salesmartly.com/en/blog/docs/foreign-trade-email-recommendation)

Email is the core communication tool in the International Trade industry, it is not only a bridge to contact customers, but also an embodiment of the professional image of enterprises. A professional email can better win the trust of customers. Facing many international mailbox service providers, how can we find the most suitable mailbox service for our business? This article will recommend several common foreign trade mailboxes, And provide practical suggestions on selecting and optimizing foreign trade mailboxes to help your business communicate more smoothly and improve the overall work efficiency.

International Trade Mailbox recommend

Google Workspace

Service features: It integrates Gmail, Calendar, Drive, and other services, and provides powerful collaboration tools and a wide range of third-party application compatibility.

Price and plan: provide flexible pricing solutions based on different business needs, ranging from basic edition to Enterprise Edition.

Advantages: highly customizable, stable services, rich plug-ins, and application ecosystems.

Disadvantages: for some small businesses, the cost may be slightly higher, and privacy policies are also the focus of some users.

Microsoft 365

Service Features: Microsoft 365 provides Outlook Comprehensive Business Solutions that are seamlessly integrated with Office applications such as Word, Excel, and PowerPoint.

Price and plan: provides a variety of subscription options, suitable for enterprises of different sizes.

Advantages: seamless integration of Office suite, excellent scheduling, and task management functions.

Disadvantages: the interface may not be as intuitive as Gmail, and there may be a certain learning curve for users in non-Office ecosystems.

ProtonMail

Service Features: security and privacy are the selling points. All emails are encrypted end-to-end to ensure business information security to the greatest extent.

Price and plan: From a free basic account to an advanced account, choose flexibly according to security requirements and budget.

Advantages: powerful encryption function, server located in Switzerland, benefiting from its strict privacy laws, you can register without providing personal information.

Disadvantages: compared with service providers with more features, the free version of ProtonMail has limited features, and advanced features need to be paid for.

Zoho Mail

Service features: it provides a wide range of business mailbox functions while paying attention to user privacy and data security.

Price and plan: Free Edition and multiple paid editions are provided to meet the needs of enterprises of different sizes.

Advantages: strong privacy protection, no advertising interference, built-in CRM tools.

Disadvantage: Compared with Google Workspace and Microsoft 365, third-party application integration is less.

Use skills of foreign trade mailbox

The use of mailboxes in foreign trade business is not only limited to sending and receiving emails but also includes a series of advanced functions, which can greatly improve work efficiency and professionalism.

IntegrateSCRMAnd automation tools

By integrating emails into imagesSaleSmartlyIn such a SCRM system, multiple email accounts are integrated on a centralized panel, which means that no matter which email service provider the team members use, they can manage and reply to customer emails in a unified manner. This not only saves time for switching different accounts but also ensures that all customer requests receive timely and consistent responses.

SaleSmartly can be setAutomated Reply For example, if the customer service team receives an email asking about the order status, SaleSmartly can automatically trigger a preset template reply. These templates can be customized according to the type/content of emails received, such as order queries, product information requests, or service feedback. Automated response not only improves the response speed, It also ensures the accuracy and professionalism of the information.

Custom Domain Name settings

To maintain a professional image, enterprises can use custom domain names. Most commercial mailboxes support custom domain names, which helps build brand awareness and increase customer trust.

For example:yourname@yourcompany.com

Email encryption and security settings

Put to use SSL/TLSEncryption protects data transmission.

SettingsMFAIncrease account security.

Regularly update the security protocol.

Email Signature

The email signature contains basic personal or company information, such as name, position, contact information, and company website. You can also use HTML format to add brand elements, such as the company logo.

Electronic signatures are also an excellent opportunity to promote products or services and can include links to promotional activities or the latest products.

Related reading

Email marketing is indispensable on the way to the sea. I will teach you how to optimize it! (salesmartly.com)

### [TikTok Download Guide: How to Create an Apple Us Id](https://www.salesmartly.com/en/blog/docs/tiktok-download-create-american-area-Identification)

For many users going overseas, TikTok is an indispensable marketing platform, but as the overseas version of Douyin, TikTok cannot be downloaded in China. Therefore, for those merchants who want to use international applications, it becomes essential to have an Apple account in the US. The US account not only opens up a whole new content library but also provides users with a wider range of application choices, including some exclusive applications and updates only available in the US market.

How to create an Apple ID for the US region

Required Information

US phone number (you can buy a card online/find a ccode-receivingplatform to receive the verification code)

US IP (must be turned on during the creation process)

U.S. address (you can generate one online)

Overseas credit cards (Visa, MasterCard, Discover, American Express)/PayPal

Create a process

1. Go to Apple's official website and create a new Apple ID. (The page language can be Chinese or English)

Fill in the information as required, and note that the region and phone number need to be the United States.

2. After the telephone verification is successful, the system will send an email to the email address you just filled in, and then fill in the verification code in the email here.

3. After registration is completed, use this account to log in to the App Store on your phone. A prompt will appear after you enter your account and password. Follow the prompt to select Check Review. The region still needs to be selected as the United States, and agree to the next step.

Payment method: You can choose directly according to the actual situation. Please note that if the mobile network is not a US IP, the [None] option will not be displayed in the payment method, so it is best to do it in a US IP environment.

Of course, if you have a relevant bank card, you can also use the bank card to register directly!

Then fill in the relevant US address, which can be generated directly through online AI.

4. After a series of operations and verifications, you can successfully register for a US ID and then go to the App Store to get TikTok.

More uses for Apple US ID

Get the latest tools and apps

.Some applications may be tested in the US first and may not yet be available on the App Store in other regions, so US accounts can get some of the latest tools and applications.

market research

Merchants can directly access applications in the US market through US accounts, study competitors' application functions and user feedback, and better position their products and services.

Advertising and Promotion

Merchants can use U.S. advertising platforms and services, such as Facebook Ads and Google AdWords U.S. services, to conduct precision marketing to U.S. consumers.

Early access to features

Since some apps will launch new features in the US first, US accounts allow merchants to experience these features in advance.

International Payment and Subscription Services

US accounts may offer more payment options and subscription services, which is important for some merchants who need to expand their business.

common problem

There are many international social media apps on your device. How can you manage these accounts efficiently?

SaleSmartly is an omnichannel customer communication platform that helps you integrate multiple communication tools, such as online chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, and WeChat (TikTok will be launched soon). Users can manage multi-platform cross-border communication on a unified platform, track customer interactions, and use automation tools to improve response efficiency. This is an extremely efficient tool for merchants who expand their business on multiple overseas social media platforms such as TikTok.

Using a US account, will I face language barriers or irrelevant content after downloading TikTok?

Although you are using a US account, TikTok will still provide relevant content based on your location and language preferences to ensure that you receive the market information you want. The TikTok system also has a Chinese version, so you don't need to worry about the language problem of the page.

### [Which Platform Delivers Better ROI? TikTok vs Instagram Advertising](https://www.salesmartly.com/en/blog/docs/tiktok-instagram-advertisement-compare)

TikTok vs Instagram! Which advertising format is better for you?

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Which Platform Delivers Better ROI? TikTok vs Instagram Advertising

Author: SaleSmartly

In recent years, TikTok has captivated a young audience with its short videos and innovative appeal. In advertising, it offers challenges, creative filters, and celebrity collaborations, growing rapidly since 2019 to become a formidable competitor to Instagram, leading in downloads for three consecutive years. Instagram, with over a decade of history and a vast user base, supports images, videos, Stories, and various ad formats. For those new to advertising and unsure which platform to choose, this comparison of TikTok and Instagram may be helpful.

Similarities Between TikTok and Instagram

Content is King

Both TikTok and Instagram center around user-generated content, with users uploading photos, videos, and other creative forms to interact with others on the platform.

Emphasis on Social Interaction

Both platforms offer likes, comments, and shares, allowing users to connect and expand their social circles.

Influencer Marketing

Both are popular venues for brands and influencers to promote and collaborate.

Differences Between TikTok and Instagram

Content Characteristics

TikTok focuses on creating and sharing 15 to 60-second creative short videos. Instagram leans towards static images and short videos (Reels), showcasing snippets of daily life.

Audience Demographics

TikTok has a larger proportion of younger users compared to Instagram.

On TikTok, 71% of the ad audience over 18 is between 18 to 34 years old. On Instagram, the same age group makes up 67%.

Content Recommendation Algorithms

Both platforms personalize content based on user interests and interactions. However, TikTok aims to empower emerging creators and rapidly produce viral content, while Instagram's recommendations are less prominent, with traffic distribution favoring a more stable accumulation.

Marketing Features

TikTok often promotes products with low unit prices, low consumption thresholds, unique selling points, or significant features, which are more likely to catch users' attention. TikTok ads are cost-effective, with abundant traffic and high user receptivity to in-video ads.

Instagram is better for brand building and reputation maintenance, offering a more stable environment for long-term investment. Instagram users have stronger purchasing power and higher platform loyalty.

TikTok's Ad Formats

Native Ads

The most basic ad type on TikTok primarily consists of user-posted videos.

Top-View Ads

Full-screen static or dynamic ads that play for about 3 to 5 seconds when the TikTok app is opened, similar to non-skippable ads on YouTube. Users cannot like or comment (except by clicking your CTA).

Brand Challenges

A type of ad campaign that involves inviting users to participate in brand-related challenges. Brands often initiate these challenges to encourage users to create videos that align with the challenge theme. An advanced version allows users to interact with brands during the shopping process, directly on the TikTok platform.

Brand Takeovers

Top-View ads appear at the top of the TikTok "For You" page, allowing businesses to showcase their products with up to 60-second full-screen videos. These ads are less intrusive than open-screen ads, playing in the user's feed after opening TikTok for three seconds.

Branded Effects

These ads allow brands to create exclusive effects, filters, and AR elements that users can incorporate into their short videos, enhancing creativity and interaction with the brand. Ideal for combining with brand challenges.

Collection Ads

Collection ads feature a product showcase box below the ad, where interested users can click to be directed to a purchase page or more detailed product information.

In-Feed Ads

Appearing on the "For You" page, these ads recommend videos similar to user-generated content, interspersed every 10-20 videos. Best kept around 15 seconds, as longer ads are often not watched in full.

Instagram's Ad Formats

Feed Ads

Seamlessly integrated into the user's Instagram feed, appearing among posts from friends. They offer a seamless ad experience, usually in the form of static images or dynamic videos, with high exposure opportunities.

Reels Ads

With the introduction of Instagram Reels, this short video ad format offers a fresh platform for brands. Reels ads can display content ranging from 3-30 seconds, similar to TikTok ads.

Stories Ads

Known as Instagram story ads, this creative and popular format can generate immense traffic. Supporting static photos or dynamic videos, they can include interactive elements like polls, Q&A, or direct external links (available to some users).

Carousel Ads

Allowing brands to showcase multiple images or videos in a single post, users swipe through the content, ideal for displaying a product series and providing more space to showcase brand diversity.

Save Ads

Instagram save ads let users add ads to their Instagram collections by clicking the "save" button within the ad. This is useful for users who need time to consider, increasing the likelihood of long-term interaction and helping to convert potential customers.

Common Questions

How do we measure the ROI of TikTok and Instagram ads?

Measure ad ROI by tracking and analyzing conversion rates, click-through rates, engagement, and direct sales caused by ads. Instagram offers built-in analytics to track ad performance and user interaction. TikTok also provides ad analytics, though its tools may not be as mature as Instagram's.

For both platforms, setting clear KPIs and using third-party analytics for deeper data insights is advisable.

What are the cost differences between TikTok and Instagram ads?

Ad costs depend on target audience size, ad type, and competition. Generally, TikTok's CPC (Cost Per Click) may be lower than Instagram's due to being a newer ad market. As TikTok's user base grows, its ad costs might also increase.

How to use SaleSmartly to enhance customer interaction and conversion on TikTok and Instagram?

SaleSmartly is an all-channel chat aggregation software that integrates social media accounts into SaleSmartly, allowing brands to respond to messages from different channels on a unified backend. It enhances response efficiency and provides a consistent customer experience.

For instance, after attracting followers with ads on TikTok and Instagram, SaleSmartly helps quickly respond to these potential customers' inquiries, increasing user engagement and conversion rates. Plus, SaleSmartly offers tagging and analytics features, enabling brands to better track customer interactions and optimize future ad strategies.

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A Step-by-Step Guide to Verifying Your TikTok Business Account

Last modified: 2025-02-21Powered by

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### [A Step-by-Step Guide to Verifying Your TikTok Business Account](https://www.salesmartly.com/en/blog/docs/tiktok-business-verification-tutorial-boost-account-credibility)

TikTok Enterprise Certification Tutorial: Essential Steps to Improve Account Credibility

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A Step-by-Step Guide to Verifying Your TikTok Business Account

TikTok Business Verification is a method TikTok uses to confirm the authenticity and authority of accounts. Once verified, businesses gain an official badge on TikTok, enhancing their professional image and boosting user trust in their content. TikTok Business Verification also grants access to advanced features such as analytics tools, aiding businesses in better understanding audience behavior and optimizing marketing strategies.

Switching Personal Account to Business Account

Desktop Version

Visit the TikTok website and log into your account.

Find and click on "Settings" in the top right corner.

At the bottom of the page, toggle on the switch for a business account.

Select the category that best describes your account and click "Next" to complete the process.

Mobile Version

Open the TikTok app and log into your account.

Tap on "Profile."

Click the hamburger menu icon in the top right to open your settings and privacy page.

Tap "Account."

Tap "Switch to Business Account."

Choose your account category, then tap "Next."

TikTok Business Account Features

Conversion and Promotion Tools

Businesses can effectively collect potential customer data through flexible forms embedded in their homepage, videos, and live events. With the homepage attributes feature, businesses can display key business information on their TikTok page, driving more traffic to their official website or app.

Additionally, TikTok's comprehensive analytics tools allow businesses to track and analyze growth trends, content promotion effectiveness, audience demographics, and live interaction data.

Creative and Publishing Tools

TikTok's Creative Center is a robust resource hub offering content inspiration and industry trends, as well as a scheduling tool allowing posts to be scheduled up to 10 days in advance and a rich commercial music library for easy access to a vast array of songs and sound effects to enrich creative content.

Interaction Management

TikTok can automatically send greetings, FAQs, and preset messages triggered by keywords, while its web interface for comments and messages enables businesses to manage replies efficiently and create contact cards on the desktop. The homepage contact attribute feature highlights key business information such as email, location, and phone number, and native geolocation targeting allows for selecting specific countries or regions as the target audience before posting content for more precise market targeting.

Comparison of TikTok Personal and Business Accounts

Feature Comparison

Feature
TikTok Business Account
TikTok Personal Account

Website/Landing Page Links on Profile
√
×

Blue Verification Badge
√
×

Pinned Videos
√
×

Commercial Music Library
√
×

TikTok Business Verification

Locate business registration in the TikTok business account management dashboard.

Fill in the company name, country or region, address, phone number, business license ID, and other information.

Submit for review.

Note: TikTok Business Verification has regional restrictions. Companies from China (including Hong Kong, Macau, and Taiwan) cannot submit for review and need to use a business license from another country, such as Singapore, Malaysia, the USA, Japan, etc. Specific details can be found on the TikTok Business Verification page.

FAQ

How long does TikTok Business Verification take?

The time for TikTok Business Verification may vary. Once you've submitted all required documents and information, the review process usually takes anywhere from a few days to a few weeks. To prevent any unnecessary delays, make sure that all the information you provide is accurate.

How to maintain the status of a TikTok Business Account after verification?

Maintaining up-to-date business information, regularly posting high-quality content, and interacting with users is key to keeping a TikTok Business Account in good standing. Additionally, monitor account analytics and adjust strategies based on feedback to ensure continuous compliance with TikTok's verification standards.

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TikTok to Private Channel: Conversion Strategies That Work in 2025

Last modified: 2025-01-15Powered by

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### [TikTok to Private Channel: Conversion Strategies That Work in 2025](https://www.salesmartly.com/en/blog/docs/tiktok-traffic-private-sphere-and-traffic-received)

As of 2023, TikTok has 1.677 billion global users and 1.1 billion monthly active users. It has quickly become popular around the world, becoming one of the most popular social media platforms and ranking sixth among the most active social media platforms. These data reflect the platform's huge influence.

TikTok is a public traffic pool that attracts and retains users by providing a platform for publishing content. TikTok's private domain operation refers to using the platform to divert traffic from the high seas to more private social media tools, such as its own product's official website, WhatsApp, LINE, etc., thereby enhancing user stickiness and conversion rate. This is similar to asking target customers found on Xiaohongshu and Douyin to add corporate WeChat in China, using this method to improve user retention and thus increase revenue.

How to increase followers and traffic on TikTok

1. Short video content

As a platform with short videos as its main content form, TikTok's traffic mainly comes from short videos. So if you want to attract traffic from TikTok, you need to do a good job of basic short video content. You can formulate the theme and format of the video according to your product characteristics and target consumer groups. For example, if most of your consumer groups are B-end users, you can show more about the quality, usage, and cost-effectiveness of the product; if there are more C-end users, you can take advantage of the popularity of Internet memes and try to show your products interestingly.

2. Live streaming

In addition to short videos, live streaming is also a very popular way to play on TikTok. At present, live streaming is very common in China, but it is still relatively new to foreign countries. The gameplay can be directly benchmarked against similar domestic companies. And because this is one of the main ways to play on TikTok, the platform will provide good traffic. However, live streaming still has relatively high requirements for the environment and personnel and needs to reach a relatively professional level.

3. Pay more attention to target customers

TikTok officially requires two accounts to follow each other before private messages can be sent, so we can take the initiative to follow some target customers or follow others under similar benchmark accounts. Many foreigners have the habit of following back, so we can send them private messages and send relevant information to them.

4. Comments Operation

You can comment on some bloggers who are more relevant to the product or industry. These bloggers have larger traffic and similar target audiences, so there will be a good conversion rate in the end.

How to take over private domain traffic

1. Usually, relevant account information is placed in the introduction of the homepage, such as email, independent website, Instagram, WhatsApp, LINE, etc. If there are many channels, these links can be summarized on the independent website.

Currently, newly registered TikTok accounts may have problems with linking. You can acquire some old accounts to solve this problem.

2. Users can click on these links to go to your other social platforms, leading customers to your private domain. Unlike in China, foreigners prefer to view information through multiple channels, such as WeChat in China, Line in Japan and Taiwan Province of China, Kakao Talk in South Korea, Facebook, Line and WhatsApp in Southeast Asia, and WhatsApp in Europe and the United States, so it is best to operate across multiple platforms.

3. Use the aggregated chat system SaleSmartly to aggregate information from multiple channels. Operating too many channels at the same time can easily lead to information dispersion, so SaleSmartly is needed to integrate the chats.

During the chat, you should avoid too much hard promotion. Foreigners don't like routines and rhetoric. So you should focus more on how to build trust and quickly break through the user's purchase barriers. You can't be too intrusive, but you should make others remember you. The closing of the sale comes last.

4. Make good use of the label function. The most common method is to divide customers into new customers, first-time purchasing customers, and repeat purchasing users. You can also add labels based on customer characteristics during the chat to facilitate the subsequent differentiation of each customer.

TikTok private domain full process

Get traffic → Undertake traffic → Convert traffic → Collect payment → Purchase → Logistics follow-up → Customer maintenance → Continuous conversion

The most troublesome points are how to obtain traffic, collect payments, and purchase.

Regarding the traffic problem: you can follow the methods mentioned above, and remember to target the crowd and region to obtain accurate traffic.

Regarding payment: Paypal, Payme, Stripe, overseas credit cards, Western Union, and MoneyGram are all mainstream channels. If the customer is unwilling to pay the full amount at the beginning, he can pay a part of the deposit first, and the amount of the deposit can ensure that it can cover the cost price. After the goods are shipped, the customer can pay the balance. There is no need to worry about the customer not paying the balance. Logistics are usually easier to intercept before customs clearance.

Regarding procurement: It is best to contact the source factory or know someone who can provide the product. Otherwise, the more people you contact, the higher the cost of the product will be.

Summarize

It is not difficult to play TikTok in the private domain. It is mainly the same as the domestic Douyin. You can directly regard TikTok as the early Douyin. Moreover, TikTok is currently in its rising stage and is very willing to provide traffic to bloggers. Therefore, if you are interested in doing a private domain, TikTok is a good channel for drainage.

### [Advanced TikTok Marketing: Strategies and Analytics for Managing Multiple Accounts](https://www.salesmartly.com/en/blog/docs/multi-account-tiktok-marketing)

As TikTok has become a popular social media platform around the world, companies have begun to occupy a place in this huge traffic pool. However, the operation of a single account is no longer sufficient to meet the needs of a diversified market, and multi-account TikTok marketing has gradually emerged. This article will explore in depth how to optimize the effectiveness of multi-account TikTok marketing through precise target audience analysis, innovative content strategies, and advanced data analysis techniques. At the same time, we will introduce SaleSmartly as an efficient multi-account management tool to help companies better manage and operate multiple TikTok accounts.

Framework Analysis of Multi-Account TikTok Marketing

Multi-account TikTok marketing is not only about content diversification but also a comprehensive brand ecosystem-building process. A successful multi-account strategy requires looking at the brand's overall online presence from a macro perspective to ensure that each account can effectively connect to different audience segments.

Through this multi-dimensional framework analysis, brands can build an organically interactive multi-account network on TikTok, which not only increases market coverage but also enhances users' brand loyalty. Each account becomes a unique chapter in the brand story, weaving together a fascinating narrative.

Precise positioning of target audience

Use demographic, interest, and behavioral data to segment your market

Create a clear audience profile for each account

The customized content strategy ensures resonance with each market segment

Brand synergy and differentiation

Identify commonalities and differentiators across accounts

Design consistent brand messaging and visual elements to enhance brand identity

Use the uniqueness of each account to showcase different aspects of your product

In-depth analysis of user behavior and content customization

A deep understanding of user behavior is the key to TikTok marketing. Through data analysis, we can dig out user preferences and customize personalized content based on them to increase user engagement and brand loyalty.

Data mining and user insights

Use data mining tools to capture user interactions and viewing habits

Analyze comments, likes, and sharing behaviors to reveal users’ real feedback

Use user behavior patterns to predict future trends and adjust content strategies

Coordination and optimization of content strategy

Ensure consistency in style, tone, and information across accounts

Continuously optimize content performance through real-time monitoring and A/B testing

Flexibly adjust content publishing strategies to adapt to changes in platform algorithms and user preferences

Strategic planning for cross-account marketing campaigns

In multi-account TikTok marketing, you can enhance the brand's influence by creating a positive chain reaction between accounts through linkage activities. Brands can ensure effective interaction between different TikTok accounts to achieve more market coverage and user interaction rate.

Cross-account interaction strategy and audience engagement

Create interactive cross-account challenges to encourage users to participate across platforms

Leverage user-generated content (UGC) to increase audience engagement and content authenticity

Use cross-account user engagement data to optimize the design of future campaigns

Multi-account brand storytelling

Ensure each account reflects the brand’s core values and storyline

Spread complementary information across accounts to increase the depth and breadth of the narrative

Monitor brand information consistency and maintain the stability of the overall brand image

SaleSmartly's Premium Apps and Integrations

The first problem encountered in multi-account TikTok marketing is how to manage these accounts conveniently. Neither configuring multiple devices nor frequently switching accounts is the optimal solution, but SaleSmartly provides a centralized solution that makes managing multiple accounts simple and intuitive.

Multi-account integration and management

Integrate multiple TikTok accounts through SaleSmartly to centrally manage content publishing and monitoring

Achieve cross-account data aggregation to facilitate global analysis and decision-making

Coordinate multi-platform marketing campaigns by integrating other social media channels

Centralized analysis and market insights

Leverage SaleSmartly’s centralized data analytics to gain insights into user behavior and interaction patterns across accounts

Evaluate the effectiveness of cross-account marketing campaigns to optimize content strategy and user engagement

Through comparative analysis, we can find the performance differences on different social media channels and adjust multi-channel marketing strategies

Advanced data analysis and multi-account performance evaluation

Through in-depth data insights, brands can accurately evaluate the performance of each account and adjust strategies to improve overall marketing effectiveness.

Setting of Key Performance Indicators (KPIs)

Identify key performance indicators to measure the success of multi-account marketing, such as engagement rate, conversion rate, and watch time

Set specific KPIs for each account to monitor and compare its performance

Multi-dimensional data analysis

Use multi-dimensional data analysis to gain an in-depth understanding of user behavior, including user interaction, content dissemination, and conversion paths

Identify which strategies are effective and which need improvement by comparing data across accounts

Predictive analytics and machine learning

Apply predictive analytics tools to predict future trends and provide data support for content creation and marketing activities

Use machine learning algorithms to optimize content recommendations and enhance user-personalized experience

Further reading

A detailed guide to building TikTok's overseas operating environment (salesmartly.com)

TikTok vs Instagram! Which advertising format is more suitable for you (salesmartly.com)

TikTok download guide: How to create an Apple US ID (salesmartly.com)

### [A Detailed Guide to Building Tiktok's Overseas Operating Environment](https://www.salesmartly.com/en/blog/docs/build-tiktok-overseas-environment)

TikTok's popularity in overseas markets has made it an indispensable channel for global brand marketing. Especially in overseas markets, TikTok is in a bonus period, with the official providing a large amount of low-cost traffic and broad growth space. But to conduct brand marketing on this platform, the first step is to learn how to correctly set up the TikTok account environment to ensure that your operations can proceed smoothly.

Why build TikTok's overseas operating environment?

Download and access restrictions

Due to policy or copyright issues, TikTok is not available in domestic app stores. Therefore, you need to change the IP region to access the App Store or Google Play Store in other countries to download the TikTok app.

Connect to the correct server

TikTok may connect users to the nearest server based on their IP address. Using an overseas IP address ensures that you are connected to a server in your target market, which improves the performance and speed of the app.

Content and recommendation algorithms

TikTok's content recommendation algorithm may display relevant content based on the user's geographic location. Changing the IP region can help obtain content recommendations in the target market and make the account content more relevant to the interests of local users.

Advertising and marketing activities

By changing the IP address, you can ensure that advertising and marketing campaigns target the correct region and target the audience more accurately.

The preparation stage for setting up the TikTok operating environment

Format your phone

Android system

Open Settings app.

Find "System" (it may be "Backup and reset" or "Storage" on some devices).

Select "Reset options" / "Factory data reset".

Tap Erase all data/factory reset.

Confirm that you want to delete all data and tap "Reset phone" or similar.

iOS

Open the Settings app.

Go to General > Reset.

Select Erase All Content and Settings.

If you have set up a passcode or Face ID/Touch ID, you will be asked to verify it.

Confirm your choice and wait for the device to restart.

Initial Setup

1. Turn off personalized ads and location services

During the initial setup process, when asked whether to enable location services, select "Don't Allow".

Go to Settings > Privacy > Advertising and turn on Limit Ad Tracking.

2. Manually adjust time and language settings to match your target market

In Settings, go to General > Language & Region and select the language and region that corresponds to your target market.

The time and date can be set manually if necessary to ensure consistency with your target market.

TikTok installation and configuration

1. Create or obtain a foreign Apple ID

Because TikTok, as the overseas version of Douyin, cannot be downloaded in the domestic environment. You need to register a foreign Apple ID to access the App Store of a specific country or region. For operating TikTok, apps downloaded using a foreign Apple ID will automatically connect to the server in the region, which helps to improve the local relevance of the account.

2. Register Google Mail

Open the Google Mail registration page.

Select "Create Account" and fill in the requested personal information, including name, username, and password.

Fill in your mobile number and enter the verification code to complete the verification

Read and agree to Google's Terms of Service and Privacy Policy to complete the registration process.

3. Download TikTok

Make sure you are logged in to your foreign Apple ID and connected to the secure tunnel (remember to select global mode).

Search for “TikTok” in the App Store.

Once you find the official TikTok app, tap “Get” to download and install it.

Use your registered Google email address to register a TikTok account.

Note: When selecting your date of birth, make sure you are 18 years of age or older.

How to maintain a stable environment when operating multiple TikTok accounts

When operating multiple TikTok accounts, frequent account switching can easily lead to account stability issues, such as abnormal logins, account restrictions, etc. Especially for accounts operated by overseas IPs, ensuring the stability of the account can prevent being blocked or restricted by the platform, which seriously affects operational efficiency and content promotion effects.

Salesmartly provides a centralized solution that allows you to manage multiple social media accounts at the same time. Currently, it can integrate mainstream social media platforms such as Facebook, Instagram, and Twitter, and TikTok will be launched soon. Salesmartly's one-stop management platform allows you to switch and operate multiple accounts in a single interface without frequent login and logout. This reduces the security alerts that may be triggered by frequent account switching and maintains the stability of the account.

With Salesmartly, you can set up a series of automated tasks, such as scheduled posting, automatic replies, etc., to improve operational efficiency. Automation tools can also help you keep your account active without having to constantly switch to operate manually.

### [Mastering TikTok Monetization: An In-Depth Guide to Revenue Strategies](https://www.salesmartly.com/en/blog/docs/tiktok-profit-model)

As a popular video social media platform in the world, TikTok is a profitable channel that many content creators focus on. The first step must be to understand TikTok's profit model. This article mainly provides a clear guide for those who are eager to find ways to make money on TikTok, including how to deeply understand TikTok users, master the six major profit methods, and implement effective promotion and marketing strategies. Through these aspects, we will take you to achieve the introduction of TikTok marketing.

Gaining insights into TikTok users

Age distribution: TikTok users have a wide age range, but are mainly concentrated in the young group of 18-24 years old. 62% of users are under 30 years old and 32.5% of users are under 20 years old.

Gender ratio: There is little difference in the ratio of male and female users.

Geographic location: Users are spread all over the world, with Asia, North America, and certain countries in Europe as the main markets.

Active time: This mainly depends on the target market, and different regions have different active times.

In addition to these basic data, behavioral analysis, and preference analysis can also be performed on target TikTok users.

Behavioral analytics involves an in-depth study of users’ interaction patterns on TikTok, including what type of content they like, their commenting and sharing habits, and how long they stay on the platform.

Preference analysis focuses on specific content types that users like, such as dance, food, travel, or education. By analyzing user interaction data (such as likes, comments, and shares), the most popular content types and topics can be identified.

How to Leverage TikTok User Analytics to Supercharge Your Content Strategy

Customize content strategy based on user characteristics

Consider the user's active time to publish content

Adjust content topics and formats based on user preferences

Use a data-driven approach to testing and optimization

Six ways TikTok makes money

Native advertising revenue: brand partnerships and challenge sponsorships

TikTok offers brands a variety of ways to collaborate, including brand challenges and brand performance ads.

Branded challenges encourage users to generate relevant content by creating specific topics or challenges. These challenges are usually accompanied by customized music, tags, or special effects to attract user participation.

Brand performance ads are ads displayed on the user's For You page, seamlessly integrated with the user's content stream. In these ways, TikTok helps brands increase exposure and generate advertising revenue.

TikTok live broadcast rewards: live broadcast interaction and revenue sharing

TikTok allows users to reward creators with virtual gifts during live broadcasts, which can be converted into real money. During the live broadcast, viewers can buy and send virtual gifts to show their support for TikTok content creators. TikTok will extract a certain percentage of the revenue, and the rest belongs to the creator.

TikTok Creator Fund: Join the Creator Fund to Earn Profits

The TikTok Creator Fund is a rewards program designed to support and reward outstanding creators on the platform. Eligible creators can apply to join the fund and receive income based on the number of views and user interactions with their videos. This fund encourages creators to continue to produce high-quality content.

Promote other social media and content platforms: cross-platform traffic conversion

Creators can also use TikTok's high traffic to promote their accounts or content on other social media and content platforms. By building a strong fan base on TikTok, creators can guide fans to other platforms to expand their private traffic. For example, creators can promote their own YouTube channels or Instagram accounts and realize profits on multiple platforms through advertising sharing, brand cooperation, etc.

TikTok Creator Marketplace: Collaborate with brands through the official marketplace

TikTok Creator Marketplace is an official platform for brands to work directly with certified creators. Here, brands can find creators suitable for their marketing activities and work with them to promote products or services. Creators earn revenue by working with brands, and TikTok will extract service fees from them.

Merchandise sales: Using TikTok to promote products and e-commerce features

TikTok is a platform that combines content marketing with e-commerce functions, allowing creators and brands to promote and sell products directly through videos. Content creators can add product links in videos to guide users to purchase. In addition, TikTok has also launched a direct in-app shopping function in some regions and obtains transaction commissions from it.

How to Simplify TikTok Customer Communication with SaleSmartly

SaleSmartly is an omnichannel chat aggregation tool that integrates messages from different social media platforms into one interface, including TikTok’s private messages. Such integration is particularly important for brands and creators who use TikTok as a marketing and customer service channel and can effectively improve communication efficiency.

Unified message management: SaleSmartly allows users to aggregate messages from social media platforms such as TikTok into one interface, avoiding the hassle of switching between different applications and ensuring that no important customer interactions are missed.

Customer data integration: SaleSmartly can collect and organize customer interaction data to help brands better understand customer needs and preferences, especially user behavior on TikTok, to provide more personalized services.

Team collaboration and dispatch: Within a team, SaleSmartly can help reasonably dispatch customer inquiries to ensure that every customer question can be answered promptly and professionally, especially during peak periods such as when user inquiries surge after a TikTok live broadcast.

common problem

How to balance creativity and commercial interests?

Balancing creativity and commercial interests on TikTok requires creators to consider the commercial potential of their content while maintaining its originality and appeal. Creators need to ensure that the integration of commercial information does not undermine the entertainment value of the content. For example, through native advertising and brand challenges, creators can subtly integrate brand information into creative content without affecting the user experience while achieving commercial goals.

How to allocate the TikTok marketing budget properly?

Properly allocating TikTok marketing budgets requires evaluating the effectiveness of different profit channels and adjusting them according to the target audience and marketing goals. Brands and creators should monitor the return on advertising, including user engagement, conversion rate, and direct revenue generated.

Brands and creators need to set clear KPIs (key performance indicators), such as click-through rate of ads, depth of video viewing, frequency of user interaction, number of viewers of live broadcasts, and number of products sold through TikTok. These data can help them understand which types of content and promotion strategies can best arouse the interest of the target audience and promote purchases.

### [20 Essential TikTok Tips: How to Create Viral Videos Like a Pro](https://www.salesmartly.com/en/blog/docs/tiktok-operation-guide)

As the most popular video software in the world, TikTok is an excellent platform for cross-border sellers to market and promote their products. Therefore, individuals and brands must master TikTok operation skills, which is directly related to whether they can stand out in this highly competitive platform. This article will share 20 professional TikTok operation skills. These methodologies are the actual accumulation of producing multiple popular videos. Whether you are a novice or an experienced operator, these strategies can help you improve the attractiveness and conversion ability of your videos.

Understand TikTok’s core algorithm

1. Explore how TikTok’s recommendation system works

TikTok's recommendation system determines how to distribute videos by analyzing user interactions (such as views, likes, and comments). Therefore, initial exposure is very important. If the user response is good, TikTok officials will provide more natural traffic to help promote it.

2. Analyze the impact of user behavior data on video recommendations

User interaction data directly affects the recommendation algorithm. The more viewing time and interactions a video receives, the higher the probability of being recommended.

3. How to use algorithms to increase video exposure

Create a compelling video opening to keep your audience engaged

Use trending hashtags to increase visibility

Incentivize user interaction to increase referral opportunities

Release during the peak time when users are watching short videos

These all need to be determined through data analysis, which can help your video better cooperate with the algorithm and increase exposure.

Content Creativity and Planning

1. Research hot trends and topics to create relevant content

By closely monitoring TikTok's hot search list and deeply analyzing user behavior patterns, we should proactively explore potential hot spots and ensure that the video content produced keeps up with current hot trends and topics.

2. Creative planning: combine popular music and challenge to create videos

Choose the background music that is popular at the moment and actively participate in the challenges on the hot list to gain more traffic by riding on the popularity of these audios and challenges.

3. Create a content calendar: Keep publishing frequency and consistency

Setting a clear release schedule will help users develop a habit of watching videos regularly.

Video Production Tips

1. Tips for shooting and editing high-quality videos

To ensure the quality of the video, you need to ensure that the light distribution is even and the picture is stable when shooting and use simple composition techniques. During the editing process, you can cut out unnecessary content to ensure the clarity and smoothness of the final video.

2. Effectively use special effects and filters to enhance visual appeal

When choosing special effects and filters, choose those that are coordinated with the content of the video and use them in moderation. Too many effects can be too redundant and may interfere with the content of the video.

3. Emphasize the beginning of the video to increase the video's appeal and viewing time

Make sure the beginning of the video is exciting enough to quickly grab the audience's attention, and then continue to maintain their interest by using different rhythm changes. Keep the content coherent in the process, and finally leave a wording to guide attention or interaction at the end of the video.

Interaction and User Engagement

1. Create interactive content to increase user engagement

When designing content, you can actively encourage users to participate and provide feedback, such as by asking questions, initiating votes, or soliciting users' opinions and ideas to interact. These methods can effectively increase user participation and improve the activeness of interaction.

2. Use challenges and hashtags to increase engagement

Increase the likelihood of your videos being seen by starting or joining popular challenges and using popular hashtags to attract user participation.

3. Comment Section Strategy: Set up Auto-Reply to Respond Quickly

To maximize customer retention and build loyalty, it is essential to actively interact with your audience in the comment section promptly. Responding to audience comments quickly not only shows that you value their feedback, but also helps maintain an active interactive atmosphere.

Companies can use SaleSmartly to set up AI-powered automatic reply functions. In addition to the basic function of quickly responding to user messages, SaleSmartly can use AI to automatically identify keywords with the same meaning and reply, breaking through the limitation that traditional automatic replies can only be triggered by mentioning precise keywords.

Brand building and promotion

1. Define and communicate your brand identity

First of all, you must first clarify the core values and characteristics of the brand. When you create content later, you must ensure that the video can convey this core and establish a clear and unique brand image in the minds of users.

2. Collaboration and cross-platform promotion: How to collaborate with other social media

Companies need to establish a unified brand message and ensure that this message complements each other between content and promotion activities on TikTok and other social platforms to form a strong synergy. Then expand the brand's visibility by sharing content across different platforms.

3. Use advertising and influencer marketing to expand your reach

We should invest in TikTok advertising and ensure the effectiveness of advertising by accurately targeting the target audience. At the same time, we should establish more partnerships with influential creators in the industry and use their influence and huge fan base to promote our brand. This will not only effectively expand the brand's influence but also increase market share.

Data Analysis and Optimization

1. Track and analyze performance with TikTok Analytics

TikTok Analytics can monitor key metrics of videos, such as views, user interactions, and fan growth, allowing us to intuitively understand the performance of content through data.

2. Adjust content strategy based on data feedback

After each video is released, we need to organize the video data and use this data to optimize our video content to ensure that each release is more in line with the preferences and needs of the target audience.

3. A/B Testing: Experiment with Different Content Styles and Posting Times

By implementing A/B testing, you can compare the effectiveness of different content styles and publishing times, and analyze which methods are most effective in attracting your audience concisely and directly.

Risk Management and Community Guidelines

1. Avoid risks of violating TikTok’s community guidelines

Careful review is required when creating content to ensure that all published videos comply with platform regulations to prevent accounts from being restricted or banned due to violations.

2. Strategies for dealing with negative reviews and copyright issues

Actively monitor user feedback and respond promptly and appropriately to negative comments. The most important thing is to ensure that all materials used are legally authorized to avoid infringement.

Further reading

Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com)

A detailed guide to building TikTok's overseas operating environment (salesmartly.com)

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

### [Why Can't You Follow Others on TikTok? Causes and Professional Solutions](https://www.salesmartly.com/en/blog/docs/cannot-follow-other-on-tiktok)

As the world's most popular short video software, TikTok has always been a platform for many cross-border sellers to use for content marketing. As one of the core functions of the TikTok platform, the following mechanism allows users to build personal networks and constantly discover new creators and content. However, many users have recently reported that they cannot follow others on TikTok, which not only hinders the social experience but also affects the dissemination of content and the opportunity to reach new audiences. This article will delve into the various reasons that lead to abnormal follow function on TikTok and provide professional solutions to help users restore and optimize their social interactions.

Reasons why you can’t follow others on TikTok

The new account's basic weight is missing (main reason)

To ensure the quality of the community, the TikTok platform has adopted a mechanism of gradually delegating power to newly registered accounts. New users usually do not have the same weight as old users in the initial stage, so they may be restricted from following others, changing their profile pictures and profiles, etc.

Network connection issues

TikTok is a platform that requires a scientific Internet tool to log in, so if users encounter abnormal follow functions, they can check whether it is a problem with the scientific Internet tool. If you can watch TikTok videos but cannot like or follow them, it means that there is a problem with the network environment, which is equivalent to "tourist mode".

User account restricted

(1) Violation of community guidelines:

TikTok has clear community guidelines for user behavior. Any violation of these guidelines, such as posting inappropriate content or abusing features, may result in restrictions on the account, including temporary inability to follow others.

(2) Being reported:

If a user account is reported by other users for inappropriate behavior, TikTok may review the account and impose temporary or permanent functional restrictions if violations are confirmed.

(3) Automatic anti-spam system:

TikTok's built-in automatic anti-spam system monitors abnormal behavior, such as following a large number of users in a short period. Such behavior may trigger the system to limit the following function of the account.

TikTok system failure

Very occasionally, the TikTok platform itself may experience technical failures or maintenance that affect the normal use of the following function.

How to fix the problem of not being able to follow others on TikTok

You must log in on your mobile phone first, you cannot just log in on the web page.

1. Restore factory settings

Whether you are using an Android or iOS device, you must restore your phone to factory settings before downloading TikTok. This will help clear the device's domestic usage history and reduce the risk of being restricted by the platform.

2. Adjust language and region settings

Set the device language to English and change the region to the United States to simulate the environment of overseas users.

3. Remove the SIM card

When using TikTok, please remove the domestic SIM card in your phone. This will prevent the platform from identifying you as a domestic user.

4.iOS devices need to use an Apple ID from another region

For users using iOS devices, make sure you use a non-domestic Apple ID when logging into the App Store. If you don't have an overseas ID, you can choose to register one yourself or purchase it through the online platform.

5. Ensure the anonymity of the network connection

Every time you open TikTok, check that your network connection has a high degree of anonymity, ideally over 95%. If it does not, it may mean there is a problem with your network settings.

6. Register an account using your email address

When creating a TikTok account, it is recommended to register using an email address and avoid using an overseas mobile phone number to reduce the chance of being identified.

7. Fill in your age correctly when registering

Please make sure that the age you fill in when registering is greater than 18, as TikTok may impose traffic restrictions on the accounts of underage users.

How to carry out TikTok marketing in the future

After successfully building a following network on TikTok, we can gradually launch our marketing strategy. At the beginning, we can attract audiences by publishing creative videos with rich content, which can not only increase exposure but also promote our products in the video. If necessary, we can also use TikTok Shop to sell goods directly. As the marketing activities deepen, we can use SaleSmartly, a powerful tool, to further improve customer service efficiency.

SaleSmartly 's TikTok auto-reply feature can help us receive our preset responses immediately when potential customers send private messages to inquire about our products. SaleSmartly's AI intent recognition technology is different from traditional automatic replies. It no longer relies on customers to use specific keywords to trigger replies. No matter what kind of query the customer expresses, as long as it is a similar question, SaleSmartly can accurately identify and send our preset answer.

Further reading

TikTok download guide: How to create an Apple US ID (salesmartly.com)

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

Mastering Multi-Account TikTok Marketing: Advanced Strategy and Analysis Techniques (salesmartly.com)

Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com)

TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com)

### [Ultimate Guide to Set Up Automatic Replies on TikTok for Personal, Business, and TikTok Shop Accounts](https://www.salesmartly.com/en/blog/docs/tiktok-auto-reply)

How to set up automatic replies on TikTok? Here’s how to set up automatic replies on TikTok for personal accounts, business accounts, and TikTok Shop accounts

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Ultimate Guide to Set Up Automatic Replies on TikTok for Personal, Business, and TikTok Shop Accounts

Author: Sicily Choi

TikTok's automatic reply allows users to set up preset reply messages, allowing the system to automatically respond to followers' messages under certain conditions, ensuring the continuity of communication even when offline. TikTok's automatic reply not only improves the efficiency of interaction, but also provides users with instant feedback and customer service, but many users don't know how to set up automatic replies on TikTok. In this article, we will teach you how to set up automatic replies in TikTok personal accounts, corporate accounts, and TikTok Shop.

TikTok personal account automatic reply

Because the official TikTok personal account cannot set up automatic replies, we need to use SaleSmartly to set up automatic replies at this time.

1. Open SaleSmartly , find [Integration] - [TikTok App] - [Add a Device] - [Select IP Region] - [OK].

For the IP region, select the region where you frequently log in to the TikTok App or a nearby region.

2. Open the TikTok App on your mobile phone and scan the connection QR code that pops up to connect successfully.

3. Find [Robot]-[Automated Process] and select the TikTok App channel.

4. Users can choose how to trigger automatic replies according to their needs, including new visitors, specified information, AI intent recognition, timeout and other trigger options.

New visitor: Triggered when the user sends a message for the first time.

Specified information: You can choose to specify keywords, send links/pictures, or trigger any information.

AI intention recognition: AI automatically recognizes the intention of the other party's question and sends the corresponding answer to the user.

Timeout without reply: This event is triggered when the customer service representative does not reply after the customer sends a message within the time interval you set.

5. Then you can choose what action to perform after the trigger, which can be sending a message, sending an email, adding a label, assigning to customer service, etc.

You can also insert conditions in the middle for different scenarios.

TikTok Business Account Automatic Reply

1. Open the TikTok app and log in to your account.

2. Go to [Profile].

3. Click the menu icon in the upper right corner and select [Enterprise Suite].

4. Select Message Settings/Information Management (the Traditional Chinese and Simplified Chinese pages have different expressions).

5. You can set welcome messages and keyword automatic replies according to your needs.

NOTE: Receive messages from everyone needs to be enabled in Settings and Privacy to access the Auto-Message feature. If it is not already enabled, you will be prompted to toggle the setting.

TikTok Shop Autoresponder

1. Open the TikTok merchant background and find the chat tool in the upper right corner.

2. Find the settings icon and click on the chat assistant to set it up. You can choose to set [FAQ] and [Greeting].

Note: Only the "store owner account" and "general administrator in the sub-account" have the authority to set FAQs, customer service specialists do not have this authority.

Frequently asked questions

Commonly asked questions are divided into five categories according to different scenarios: daily greetings, pre-sales questions, logistics questions, after-sales questions and others.

Edit new questions and replies

1. Select the problem category.

2. Enter the question, up to 100 characters are allowed.

3. Add similar questions, up to 20 can be added.

4. Enter your reply, up to 1000 characters are allowed.

5. Add pictures in your reply (if necessary). Up to 4 pictures can be added and will be displayed after the reply text. The picture format supports .png .jpg .jpeg, the resolution must be greater than 100*100px, and the picture size cannot exceed 5MB.

6. Save your changes.

Greetings and FAQ Cards

1. Turn on the reception copy switch and enter the greeting.

2. There are two ways to configure FAQ cards: smart configuration and manual configuration.

Smart configuration: refers to the platform automatically displaying 5 frequently asked questions by customers on the FAQ card based on the historical conversation records of this store’s customers.

Manual configuration: refers to merchants selecting 1-5 frequently asked questions from the knowledge base to display to customers.

Further reading

A detailed guide to building TikTok's overseas operating environment (salesmartly.com)

Mastering Multi-Account TikTok Marketing: Advanced Strategy and Analysis Techniques (salesmartly.com)

Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com)

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TikTok Hashtag Marketing Guide: How to Use TikTok Tags to Attract More Customers?

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### [TikTok Hashtag Marketing Guide: How to Use TikTok Tags to Attract More Customers?](https://www.salesmartly.com/en/blog/docs/use-tiktok-hashtag-to-attract-customers)

In the process of TikTok marketing, if the video content of TikTok determines whether the company can successfully attract customers, then TikTok Hashtag is an important factor affecting whether the video can obtain initial traffic exposure. If TikTok tags are used correctly, the exposure rate of corporate videos can be increased, and the company's products can be known to more target users, thereby attracting more customers to place orders. To help companies better market on TikTok, this article will introduce in detail the correct use of TikTok Hashtags to help companies better promote on TiTok.

What are the benefits of TikTok Hashtag?

1. Expand the reach of your content

When companies post videos on TikTok, they hope that the videos will be seen by more users, thereby increasing the possibility of being noticed by target customers. When a company only posts a video, the TikTok algorithm cannot quickly identify the target users of the company's video and cannot further accurately push the company's video. However, when the video uses TikTok Hashtag, TikTok's algorithm mechanism will push the video to users who are interested in this tag. Compared with not using TikTok tags, TikTok Hashtags can increase the chances of corporate videos being discovered.

2. Attract the attention of target customers

The ultimate goal of a company's marketing on TikTok is to convert target customers and ultimately achieve profitability. If you can choose the right TikTok Hashtag, and find and use the TikTok tags that your target customers often follow, you can help your videos be pushed more accurately to the target audience's TikTok account, helping you better convert users.

For example, if a company’s product category is plus-size women’s clothing, it can use a tag such as #plussize that is strongly associated with its target customers when posting videos. This will increase the chances that customers on TikTok who have a demand for plus-size women’s clothing will see the company’s videos. If the company’s clothing is attractive enough to customers, it can attract them to place orders.

3. Keep up with the trend to improve marketing effectiveness

Many small and medium-sized enterprises do not have many followers on their TikTok accounts, and the traffic of the videos they post is also poor. It is a good way to combine the company's products with trending tags on TikTok. Not only can it make the company look more interesting and down-to-earth, but it can also use the traffic brought by trending tags to increase the visibility of the company's videos.

You can click the search icon in the upper right corner of the TikTok homepage to discover popular or rising trends and choose a TikTok Hashtag that is highly relevant to your business to create a video.

What are the TikTok Hashtags?

1. Popular tags

These tags are the most popular and viewed tags on the TikTok platform, such as #for you #fyp. These tags are the most used tags on TikTok, meaning "recommended" and "hot". Creators on TikTok often use this type of hashtag, hoping that their videos will appear on more users' recommendation pages. Companies use this type of tag when publishing videos to increase the exposure of their corporate videos.

2. Trending Tags

Trending tags are often related to current hot topics or certain events, such as festivals and challenges. They are tags that are clicked and followed by users on TikTok in a short period. Before releasing videos, companies can research what trending tags are on the rise on TikTok in recent times, and release videos with these trending tags. For companies with fewer fans, using these tags that are being followed by a large number of users when releasing videos can allow the company's videos to gain greater exposure in a short time.

3. Industry Labels

Industry labels can be further divided into many small categories, such as clothing, food, pets, finance, etc. When companies post videos on TikTok, they can choose industry labels based on their products, making it more likely that the videos will be pushed to the TikTok homepage of audiences interested in this category.

4. Location Tags

Location tags can help companies attract users in specific areas. Directly adding location tags when publishing videos can help videos be pushed to specific areas or users who are interested in specific areas. It is very suitable for the promotion of products such as travel, food, and local specialty clothing.

5. Content Tags

Content tags are tags related to the video content, which can attract users who are interested in certain content. For example, if the video content is about weight loss, you can use tags such as #weightloss #weightlosstransformation. Users who are interested in weight loss will see videos using these TikTok hashtags when searching for related content.

6. Brand Label

Brand tags are generally created by brands to increase brand awareness. Big brands, can create their tags by launching challenges or activities, thereby increasing effective interaction between the brand and customers. For example, PopMart’s #popmart tag has received 554.2k views on TikTok.

How to Find the Right TikTok Hashtag for Your Business?

1. Search using TikTok Creator Center

Companies can use TikTok's built-in creator center to find popular trends and popular videos on TikTok in recent times. Not only can you see popular tags for videos of different categories, but you can also choose which time was popular. When making videos, companies can use this tool to find tags that are suitable for their video content and combine these tags with their products to find tags that are suitable for the content and have traffic.

2. Combine popular tags with other tags

When companies use TikTok Hashtags, they must combine popular tags with other tags. Popular tags have a large amount of traffic, but due to the large number of users, it is difficult for companies' videos to get more traffic share, so generally only one popular TikTok Hashtag is used, followed by other more detailed industry tags or content tags, so that the video is more likely to be pushed to the target customer's TikTok homepage.

3. Refer to the tags used by your peers

If you don't know what TikTok Hashtag to use when you first post a video, you can use keywords to find out which tags your peers use when posting videos. The reference standard for peers is videos with fewer fans and better data on TikTok accounts. Record and use the tags used by your peers. Note that new accounts should not refer to the tags of blogger accounts with more than one million fans. Accounts with many fans have their traffic, so they are not very meaningful for new accounts.

How to use TikTok Hashtags to efficiently drive traffic to private domains?

After increasing the exposure of the company's TikTok account through the TikTok Hashtag, how to convert video viewers into the company's private domain traffic is a key marketing step. When target customers are attracted by the company's videos and initiate a conversation with the company through TikTok, this creates opportunities for the company's marketing conversion. So how can companies send personalized marketing content to a large number of users with different needs, thereby improving the efficiency of TikTok's traffic to the private domain?

1. Label different customers.

The TikTok platform currently does not have the function of setting tags for customers and sending group messages, but if companies want to efficiently divert TikTok traffic to private domains, they often need to send personalized messages to different user groups. At this time, after SaleSmartly integrates TikTok, we can add specific tags to customers with different purchasing behaviors (first-time buyers, repeat buyers) or different needs, and send different content to users with different tags in subsequent activities or when new products are launched, to better promote users' purchasing behavior.

2. Set up automated responses

Setting up automatic replies is the most direct way to improve traffic efficiency. With the help of the automatic reply function, even if the customer service staff is temporarily unable to respond, the system can quickly respond to user inquiries, thereby improving user experience and increasing the chances of converting potential customers to private domains.

Companies can use the robot function of the SaleSmartly platform - automated processes - select the TikTok channel and start pre-setting automatic reply scripts. When the user sends a specified message, the robot will automatically send the corresponding content to the user based on the answer set by the company.

Further reading

Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com)

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

A detailed guide to building TikTok's overseas operating environment (salesmartly.com)

TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com)

### [Get Ready for TikTok's Black Friday! How Can Cross-Border Sellers Stand Out?](https://www.salesmartly.com/en/blog/docs/ready-for-tiktok-black-friday)

The annual overseas shopping promotion event - Black Friday is coming! This year's Black Friday marketing time will last from 4:00 p.m. on November 13th to 11:59 p.m. on December 2nd, Eastern Time, for 20 days, which is hailed by industry insiders as the "longest Black Friday in history." Since TikTok Shop was officially launched in the U.S. last year, the gross merchandise volume (GMV) of each e-commerce event has continued to rise, becoming the golden stage for this year's Black Friday. Many cross-border merchants are gearing up to show their talents on TikTok Black Friday. So how can cross-border merchants seize the opportunity on TikTok Black Friday to increase customer orders and stand out from the fierce competition?

TikTok Shop's Black Friday Advantages

1.TikTok traffic bonus

According to a report released by Statista, as of April 2024, the number of monthly active users of the international version of TikTok has reached 1.582 billion. This huge number of active users provides convenient conditions for TikTok to participate in the Black Friday event. So far, there are more than 940,000 posts with the Black Friday tag on the TikTok platform.

In addition, TikTok's official survey data shows that 79% of TikTok users are looking forward to this year's upcoming Black Friday promotion, and half of the users said they would view Black Friday-related content through the TikTok For You Page. This shows that TikTok is not only a platform with huge traffic but also has high user activity and a strong willingness to participate, providing a huge market opportunity for cross-border merchants.

2.TikTok Shop platform policy support for Black Friday

TikTok Shop attaches great importance to Black Friday in 2024 and has launched a series of preferential policies to attract merchants. During Black Friday, the platform will provide more than 5 billion off-site exposures, three modules of on-site traffic, platform concessions and subsidies for goods, exclusive slots for celebrities and influencers, and incentive policies for achieving GMV targets, providing merchants with huge exposure and sales opportunities.

How can cross-border merchants develop effective TikTok Black Friday marketing strategies?

1. Content e-commerce marketing

Creative short video

As a short video platform, TikTok’s content creativity is the key to attracting traffic. On such a short video e-commerce platform, TikTok users are more looking forward to an entertainment experience on the platform, rather than simply hard advertising implantation. Therefore, the key to content marketing on TikTok is to naturally integrate products into entertainment videos and to achieve seeding through video content marketing, which can attract customers to place orders and establish an emotional connection with users.

Leverage TikTok hashtags and popular trends

The TikTok hashtag is an important way to gain initial traffic exposure. Cross-border merchants can use popular tags for marketing when posting videos. For example, the topic of Black Friday on TikTok has been very popular recently. Companies can refer to and use these related topics when posting videos, #tiktokshopblackfriday (947.2k), #BlackFridayDeals (431k), #blackfriday (51k), to increase the traffic of the video.

2. Overseas influencer marketing

Influencer marketing is particularly effective on TikTok. Businesses can collaborate with influencers to leverage their influence and creativity to create engaging short video content. These contents can not only increase brand awareness but also promote product sales.

3. Live e-commerce marketing

During TikTok's mid-year promotion, the sales of live broadcasts increased significantly, up to 139%. TikTok has been increasing its support for the live broadcast field. During the mid-year promotion, TikTok Shop issued more than 300,000 discount coupons for live broadcast products to encourage merchants to participate in live broadcasts. During this year's Black Friday, TikTok will lock in traffic subsidies and large discount coupons for key live broadcast rooms to help merchants achieve better sales performance during the Black Friday promotion.

For ordinary cross-border merchants, live streaming can not only display the characteristics of products more intuitively, but also better interact with customers and answer customers' questions on time, thereby improving conversion rates.

4. Advertising

During the Black Friday event, competition becomes more intense due to the large amount of traffic. Companies with a budget can try to increase their advertising budget to seize more favorable traffic positions and improve the effectiveness of advertising.

Key Strategies to Increase Customer Conversion Rates Using TikTok

1. Marketing urgency promotes sales

By pushing and notifying users of limited-time special offers, you can stimulate their desire to buy. You can also set a countdown on the product page to increase the customer's sense of urgency and prompt them to make a purchase decision as soon as possible, thereby effectively increasing the conversion rate of the product.

2. Strengthen customer service support

During the Black Friday event, the number of customer inquiries on TikTok will surge, which is a huge challenge for the customer service team. To reduce the pressure on customer service and provide customers with a quick response, the TikTok account can be integrated into the SaleSmartly backend to provide quick solutions, accelerate user ordering behavior, and reduce refunds and customer churn.

SaleSmartly is an omnichannel private domain communication tool that can aggregate accounts of multiple overseas social media platforms such as live chat, WhatsApp, WhatsApp Business API, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat, etc. If merchants use other overseas social media for marketing during Black Friday, they can also integrate the accounts into the SaleSmartly backend to manage customer consultation information from various channels on one platform.

3. Guide related sales

On the customer ordering page, we recommend combinations of related products and provide certain discounts for the items that customers are guided to purchase, thereby increasing the average order value.

Further reading

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com)

Mastering TikTok’s Profit Model: In-depth Analysis of TikTok’s Money-Making Strategy (salesmartly.com)

TikTok Hashtag Marketing Guide: How to use TikTok tags to attract more customers? (salesmartly.com)

### [How to Add WhatsApp and LINE Contacts on TikTok? Seamlessly Directing Customers to Your Private Traffic](https://www.salesmartly.com/en/blog/docs/convert-tiktok-into-private-traffic)

As the overseas version of Douyin, TikTok provides unlimited opportunities for companies to expand into the international market with its huge user base. However, as a content-centric short video platform, many companies report that TikTok has poor user stickiness and a low user conversion rate. If users can be directed to private domain platforms such as WhatsApp and LINE, companies can manage and convert users more effectively, thereby significantly improving user conversion rates. This article will introduce how to add contact information for private domain platforms such as WhatsApp on the TikTok homepage so that companies can more efficiently direct customers to the private domain for interaction and conversion.

Add WhatsApp link to TikTok homepage

1. Register a WhatsApp Business number and get a WhatsApp account link.

(1) Download WhatsApp Business from Google Play

(2) After downloading, open the app - [Agree and Continue] - [Enter your phone number] - [Receive verification code] - Set [Avatar] [Name] [Industry]

Note: Some users may see the following screen after clicking [Next]. This is because one mobile phone number can only be used to register a WhatsApp personal account or a WhatsApp Business account. Click [Continue] or change your mobile phone number to register.

(3) After registering a WhatsApp Business account, click [Tools] - [︙] in the upper right corner - [Short Link] - [Open button to receive messages] - click the short link to copy

2. Add a WhatsApp link on the TikTok homepage

Not all TikTok accounts can add WhatsApp links. You can follow the method below to see if your account can apply for this function. Otherwise, you can only try again after a while or buy an old TikTok number.

(1) Click [Edit profile] - [Website]/[Bio] - Fill in the WhatsApp link

(2) However, many accounts may not have the Bio and Website options. You can click […] — [Join TikTok Testers] in the upper right corner to apply. After the application is completed, you can perform (1) to add a homepage link.

Add LINE account link to TikTok homepage

(1) Open LINE — [Home] — [Profile] — [QR code] — [Copy link]

(3) The steps for adding to the TikTok homepage are the same as those for WhatsApp, except that you need to replace the WhatsApp link with a LINE link.

Why should we divert TikTok traffic to private domains?

1. Increase user stickiness

Although TikTok has a huge user base, it also means that users have many choices on the platform. They may just visit your homepage or like your videos by chance, but they may not necessarily make a purchase. User stickiness and loyalty are relatively low. However, when customers are converted to the private domain, companies can enhance user stickiness through more personalized communication and exclusive offers, thereby increasing conversion rates and loyalty.

2. Traffic is more stable

TikTok has a huge public traffic pool, but this traffic is unstable and is affected by factors such as platform traffic and advertising. If a potential customer leaves TikTok, it is difficult for the company to contact this customer again among more than one billion users, thus missing the opportunity to develop customers. In contrast. After diverting TikTok traffic to the private domain, the company can directly have the customer's contact information and establish a lasting connection with potential customers. Even if the customer does not place an order immediately on TikTok, the company can still facilitate the transaction through subsequent customer service operations and marketing activities.

How to effectively improve the conversion efficiency of TikTok traffic to private domain traffic

Leaving the contact information of the private domain platform on the TikTok homepage is only the first step in attracting traffic. In order to further carry out private domain conversion and improve the conversion rate, enterprises need to systematically operate and market the TikTok account. Enterprises can establish a systematic TikTok full process of attracting traffic to the private domain and conducting marketing from the following three aspects.

1. Take the first step of communication with users through TikTok operations

Companies can attract customers through a variety of TikTok operations, including posting attractive videos, engaging in comments, and placing targeted ads. For accounts with a smaller fan base, you can take the initiative to send private messages to every user who follows, likes, favorites, or comments as a preliminary step to screen potential users. For accounts with better data, you only need to wait for users to initiate private messages and reply to their messages.

2. Filter out interested users

After completing the initial communication, all TikTok matrix accounts can be integrated into the SaleSmartly platform so that users who respond can be viewed and replied to in a unified manner. Generally, these users who respond have a higher purchase intention and are more likely to be successfully directed to the private domain. Users can be guided to add contact information for the homepage link on SaleSmartly to further promote the conversion of private domain traffic.

3. Private domain conversion users

After successfully directing users from TikTok to private domain platforms, it is necessary to respond to messages on WhatsApp and LINE promptly to convert customers. SaleSmartly provides a method to quickly respond to customers. SaleSmartly can integrate multiple private domain channels including WhatsApp, WhatsApp Business API, Line, and Instagram. Enterprises can integrate their private domain platform accounts into SaleSmartly, receive information from different private domain platforms on one platform, respond to customer needs in the first place, and effectively convert customers.

Further reading

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

Want to divert TikTok traffic to private domains? Don’t miss the LINE app (salesmartly.com)

TikTok Hashtag Marketing Guide: How to use TikTok tags to attract more customers? (salesmartly.com)

TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com)

### [TikTok Shop Onboarding Guide: How Should Cross-Border Sellers Choose Between Self-Managed and Fully Managed Models?](https://www.salesmartly.com/en/blog/docs/tiktok-shop-business-model)

As TikTok continues to grow in popularity globally, cross-border e-commerce businesses are increasingly turning to TikTok Shop to explore international markets. TikTok Shop offers two primary operational models: the self-managed model and the fully managed model, each with distinct operational features, management requirements, and target business types.

During the warm-up period of TikTok's Black Friday event this year, TikTok implemented different management policies for self-operated and fully managed merchants. Therefore, enterprises must understand and choose the appropriate model. This guide compares the features, suitability, and pros and cons of both models to help cross-border sellers make informed decisions.

What is TikTok Shop self-operated mode (POP mode)

Definition

The self-operated model (POP model) refers to merchants operating independently on the platform, including product listing, sales management, logistics arrangement, content promotion and influencer cooperation. Merchants can flexibly participate in marketing activities and set their prices. This model is suitable for merchants with certain e-commerce operation experience, especially for enterprises that focus on brand management.

Applicable scenarios and merchant types

1. Southeast Asian market

Sales regions: Singapore, Thailand, Vietnam, Malaysia, Philippines.

Product categories: Apparel, shoes and hats, home furnishings, beauty products, 3C digital products, etc.

Invitation categories: Jewelry, food, personal care products, etc. (Enterprises need to submit a form to TikTok to apply)

2. U.S. market

Applicable merchant types: Merchants holding business licenses in mainland China or Hong Kong, cross-border merchants with U.S. entities (Chinese shareholders hold more than 25% of the shares)

Product categories: Beauty, 3C hardware, fashion accessories, home furnishings, collectibles, food, etc.

Analysis of the advantages and disadvantages of TikTok's self-operated model

Advantage:

1. Sellers have high autonomy and flexible operations.

2. Ability to quickly adapt to market trends and optimize products.

3. Take charge of after-sales service and ensure after-sales service attitude

Shortcoming:

1. Merchants need to invest more time, resources and manpower costs in all aspects of marketing.

2. Merchants need to have more professional knowledge to manage TikTok accounts and self-operated stores.

What is TikTok's full hosting model

Definition

The full-hosting model is suitable for merchants who focus on product supply. Merchants are responsible for providing products, while the TikTok platform assists in a series of tasks such as operation, sales, influencer cooperation, and after-sales service. The full-hosting model can save management energy and allow companies to focus more on product supply chain management.

Applicable scenarios and merchant types

Sales regions: the United States, the United Kingdom, Saudi Arabia, etc.

Product categories: Apparel, home furnishings, fast-moving consumer goods, digital hardware and other categories.

Analysis of the advantages and disadvantages of TikTok's full hosting model

Advantage:

1. No need to worry about operation management, suitable for companies that lack cross-border e-commerce experience.

2. The entry threshold is relatively low, making it easy for new companies to get started quickly.

3. Merchants can focus on product research and development and supply chain optimization.

Shortcoming:

1. Lack of autonomy and limited brand building.

2. The platform controls pricing and promotion, and merchants’ orders and profits are restricted.

3. Opportunities of end consumers that are not reached

Self-operation vs fully managed: How to choose?

1. Self-assessment of abilities

In cross-border e-commerce, logistics and after-sales service are often the primary challenges faced by companies. Therefore, for companies that have just started to go overseas, if they do not have a deep understanding of product procurement, warehouse management, logistics distribution, payment settlement and after-sales service, the full trusteeship model may be a more ideal choice. However, if a company has a solid grasp of the various aspects of cross-border logistics, sufficient financial backing, and aims to build its brand image, the self-operated model would be more suitable. This approach allows companies to maintain flexibility in controlling processes, achieve brand personalization, retain market competitiveness, and safeguard data privacy.

2. Positioning matches market demand

The self-operated model is more suitable for companies that value user interaction and want to build brand loyalty. This model allows merchants to communicate directly with consumers, to better understand user needs and flexibly adjust products and marketing strategies. In turn, it can show personality and enhance emotional connection with users. Relatively speaking, the fully managed model is more suitable for companies that aim to sell in bulk, allowing them to achieve more efficient resource allocation and stable sales growth through large-scale sales.

3. Risk and Benefit Analysis

The self-managed model offers greater autonomy and profit potential but involves higher costs. The fully managed model requires less effort but may result in lower margins due to platform fees and restrictions.

Operation strategy of self-operation model

TikTok's self-operated model combines content e-commerce with shelf e-commerce. If a company chooses the self-operated model, it can use creative videos or live broadcasts to quickly attract users, build brand awareness and promote purchasing behavior.

1. Bind multiple TikTok channel accounts for matrix promotion

Since the basic logic of TikTok's self-operated business is "content drives sales", operating the TikTok account is a necessary process. During the new store inspection period, stores can only bind one official TikTok account (the official account entity must be the same as the store entity). After the new store inspection period, the company can bind one official TikTok account and four channel accounts.

Operating multiple TikTok accounts can not only reach different audiences through multiple accounts, but also guide traffic to stores through matrix accounts, and there is an opportunity to guide another part of the traffic brought by channel accounts to the private domain for in-depth operation. Enterprises can integrate all channel accounts into SaleSmartly to manage and receive messages from multiple TikTok accounts on one platform. This function greatly improves the efficiency of message processing, allowing private messages and comments to be taken over by professional customer service staff for efficient management and conversion, thereby enhancing the effect of conversion to the private domain and improving customer experience.

2. Live broadcast strategy

TikTok accounts with good data can maintain their activity through daily live broadcast operations and interact with customers in real time. This not only helps to increase the exposure and user engagement of the account, but also can slice and convert live broadcast content into subsequent video materials for further promotion. In addition, live broadcast capabilities also provide preparation for taking over popular videos. Once a video with good data appears, merchants can quickly start live broadcasts to take over this traffic and promote product conversion.

3. Accurate advertising delivery

The account should be clearly positioned in the early stage. If the TikTok operation positioning is not clear (including a series of issues such as store style, product attributes, and live broadcast room style), do not place advertisements to increase users. Otherwise, it is easy to disrupt the fan tags and lead to account failure. It is more effective to operate the store and account first, accumulate a certain fan base, and ensure that the account tag is consistent with the target user, and then conduct advertising promotion.

Fully managed model operation strategy

Although the majority of the work in the fully managed model relies on the daily management of the platform, merchants should also do key preparation and support work to ensure optimal sales results and customer satisfaction.

1. Ensure sufficient supply

In the full-hosting model, merchants are mainly responsible for the supply of products, so ensuring sufficient supply is the top priority. Merchants are advised to make reasonable inventory planning based on market demand to ensure that they can quickly replenish stocks during sales peaks such as big promotions and holidays to avoid sales losses due to out-of-stock situations.

2. Regularly update some popular products and seasonal products

Since fully managed merchants have less autonomy and find it difficult to respond to the market quickly, but popular trends on the TikTok platform change rapidly, merchants should regularly introduce new products or update merchandise that meets seasonal needs to maintain the attractiveness of store products.

3. Communicate with the platform and provide good after-sales service

In the full-hosting model, the platform is responsible for specific after-sales management, and merchants basically have no access to consumers. Therefore, merchants are required to maintain active communication with the platform, cooperate with the platform to optimize the after-sales process, and quickly resolve service issues such as returns, exchanges, and refunds.

Further reading

TikTok Operation Guide: 20 Professional Tips to Create Popular Videos (salesmartly.com)

How to add WhatsApp and LINE contact information to TikTok? Seamlessly guide customers to private domains (salesmartly.com)

How does TikTok divert traffic to private domains? And how can it be taken over? (salesmartly.com)

Mastering Multi-Account TikTok Marketing: Advanced Strategy and Analysis Techniques (salesmartly.com)

### [How to Enable TikTok Showcase?  Quickly Add Yellow Shopping Cart with a 1,000-Follower Account](https://www.salesmartly.com/en/blog/docs/tiktok-showcase-yellow-cart)

As a platform with huge traffic, many companies and individuals value TikTok as a traffic pool. However, the threshold of TikTok Shop is relatively high,